Microsoft 365 + Copilot Chat
This is where most staff begin. You already have useful Copilot capabilities, but you may not yet have the richer work-grounded features, in-app experiences or admin-enabled options that colleagues with broader access can see.
Typical products and features
- Microsoft 365 Copilot Chat
- File upload into chat
- Copilot Pages
- Copilot Notebooks, where enabled
- Forms
- Lists
- SharePoint
- Teams
- Planner
- Outlook
- Power Automate with standard connectors
Best-fit users
- General staff
- Customer support teams
- Qualification administrators
- Product officers
- Quality officers
- Policy teams
- Project coordinators
Extra cost risk: Usually low; most activity here is included, but some AI or agent grounding can introduce metered use
Watch-outs
- Do not assume 'I have Copilot' means you have every Microsoft 365 Copilot feature.
- You can already do useful low-risk work here, including drafting, summarising, public research and simple automation.
- Some features can be visible but still depend on admin enablement, configuration, permissions or billing.
- Staff still need clear guidance on what not to upload, especially live assessment content, candidate data, safeguarding information, HR, malpractice, appeals and complaints.
Example use cases (19)
Understand what your current Copilot access includes
A staff member has Microsoft 365 Copilot Chat but is unsure which features are included, which need a Microsoft 365 Copilot licence, and which depend on admin enablement.
Where: Website guidance / Microsoft 365 Copilot
Diagnose why a Copilot feature is missing or unavailable
A colleague can use a Copilot feature, connector or agent capability that another staff member cannot see or cannot get working.
Where: Website diagnostic guidance
Choose between Copilot Chat and Copilot Cowork
A staff member needs to decide whether to stay in Copilot Chat for a quick question, summary, draft or interactive task, or delegate a defined multi-step job to Copilot Cowork.
Where: Website decision aid / Microsoft 365 Copilot guidance
Summarise public guidance
Summarise a public Ofqual consultation for a policy meeting, using an AO-specific importance checklist so dates, obligations, exceptions and implementation impacts are not casually compressed away.
Where: Copilot Chat
Draft meeting questions
Prepare questions for a qualification review meeting
Where: Copilot Chat
Rewrite centre guidance
Turn a dense policy note into plain-English centre guidance
Where: Copilot Chat
Create first-draft FAQs
Draft FAQs from approved public guidance
Where: Copilot Chat
Summarise anonymised survey comments
Identify themes from centre feedback after removing names and sensitive data
Where: Copilot Chat file upload
Build a project note space
Keep sources, notes and draft actions for a qualification update
Where: Copilot Notebooks
Convert chat output into a working page
Create an editable action plan from a Copilot answer
Where: Copilot Pages
Draft a webinar outline
Create a centre webinar structure on assessment malpractice prevention
Where: Copilot Chat
Explain spreadsheet formulas
Ask how to calculate late centre submissions by month
Where: Copilot Chat
Challenge a proposal
Ask Copilot to find weaknesses in a draft qualification launch plan
Where: Copilot Chat
Create a simple centre query intake process
Form submission creates a SharePoint List item
Where: Forms, Lists, Power Automate
Send acknowledgement emails
Automatically acknowledge a centre query
Where: Power Automate
Create Teams alerts
Notify quality team when a centre risk form is submitted
Where: Power Automate
Track qualification review actions
Store actions in Lists and remind owners
Where: Lists, Planner, Power Automate
Save attachments
Save emailed centre documents to SharePoint
Where: Power Automate
Choose the right Copilot surface
A staff member answers a short set of questions to decide whether to use Copilot Chat, Word, Excel, PowerPoint, Outlook, Teams, Pages, Notebooks, an agent, Power Automate, Copilot Studio or Cowork.
Where: Website decision aid / Copilot guide