Learning outcomes
- Explain how to understand Copilot, Copilot Chat, licensing and permissions.
- Complete the guided practice safely.
- Check that you can describe what data the selected experience may use.
Microsoft 365 Copilot
Microsoft 365 Copilot Overview
Learn to understand Copilot, Copilot Chat, licensing and permissions and describe what data the selected experience may use in this beginner-friendly Microsoft 365 lesson.
Before you begin
Use approved, non-sensitive content. Confirm your licence and your organisation's AI policy before using work data.
Step-by-step instructions
- Open Microsoft 365 Copilot Chat or Copilot in the named app and confirm you are using the intended account.
- Identify which Copilot experience is available to your account.
- Pause and check permissions, filenames, recipients, dates or settings that affect the task.
- Test the result: describe what data the selected experience may use.
- Review the response for accuracy, permissions, privacy and tone before using or sharing it.
Ian's practical tip: Use sample information first. Once the workflow is correct, repeat it with approved work information and the minimum necessary access.
Practical activity
Identify which Copilot experience is available to your account. Your expected result is to describe what data the selected experience may use.