All tiers
Tier 1

Microsoft 365 Copilot licensed user

This tier gives selected users Copilot inside the Microsoft 365 apps they already use. It becomes more useful because it can work with organisational context the user is allowed to access.

Typical products and features

  • Copilot in Word
  • Copilot in Excel
  • Copilot in PowerPoint
  • Copilot in Outlook
  • Copilot in Teams
  • Microsoft 365 Copilot Chat with work context
  • Researcher
  • Analyst
  • Copilot Notebooks
  • Copilot Pages

Best-fit users

  • Senior leaders
  • Heads of qualification
  • Policy leads
  • Quality assurance leads
  • Product managers
  • Operations managers
  • Customer support managers
  • Governance leads

Extra cost risk: Medium; licence required

Watch-outs

  • Copilot is only as safe as the underlying permission model.
  • Sensitive areas need extra controls before work-grounded Copilot is promoted.
  • Model choices such as Auto, Quick response and Think deeper are modes, not always a free choice of model provider.
  • Claude access depends on Microsoft feature availability and admin enablement.

Example use cases (15)

Tier 1Medium risk

Draft a qualification specification

Use approved source notes to draft sections of a specification

AI required

Where: Word

Tier 1High risk

Improve policy wording

Rewrite a draft reasonable adjustments policy for clarity

AI required

Where: Word

Tier 1Medium risk

Compare document versions

Identify changes between old and new centre guidance

AI required

Where: Word / Copilot Chat

Tier 1Medium risk

Create a board paper

Draft a paper from meeting notes and approved files

AI required

Where: Word / Copilot Chat

Tier 1Medium risk

Analyse centre support trends

Explore query volumes by topic and month

AI required

Where: Excel

Tier 1Medium risk

Analyse EQA action themes

Summarise trends in action plans

AI required

Where: Excel

Tier 1Low risk

Create centre webinar slides

Turn guidance into training slides

AI required

Where: PowerPoint

Tier 1Medium risk

Summarise long email threads

Understand a centre issue before replying

AI required

Where: Outlook

Tier 1Medium risk

Draft email responses

Draft a response using approved tone and source material

AI required

Where: Outlook

Tier 1Medium risk

Meeting recap

Extract decisions and actions from a Teams meeting

AI required

Where: Teams

Tier 1Medium risk

Catch up after leave

Ask what changed on a qualification project while absent

AI required

Where: Copilot Chat

Tier 1High risk

Find previous decisions

Ask what was decided about an assessment approach

AI required

Where: Copilot Chat

Tier 1Medium risk

Research regulatory change

Produce a briefing on a new policy or consultation

AI required

Where: Researcher

Tier 1Medium risk

Investigate operational trends

Explore patterns in support or quality data

AI required

Where: Analyst

Tier 1Medium risk

Build a qualification review Notebook

Keep files, pages and notes in one AI-assisted workspace

AI required

Where: Copilot Notebooks

Disclaimer: Always follow your organisation's internal guidance and policies regarding AI usage. The suggestions in this guide have been created to the best of accuracy, but Microsoft licensing, pricing and feature availability change frequently — treat them as a planning baseline, not a procurement quote.