Start here: Microsoft 365 + Copilot ChatLow - helps prevent users starting in the wrong tool riskUpdated 3 SeptNo AI needed
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 the action happens
Website decision aid / Copilot guide
Product or feature needed
Copilot surface picker guidance
AI required
No - this is guidance rather than a Copilot feature
Extra credits
No
Technical skill
Low
Risk level
Low - helps prevent users starting in the wrong tool
Watch-outs for Start here
- 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.
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.
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