Premium Copilot: Microsoft 365 Copilot PremiumMedium - source selection and notebook sharing must be controlled riskUpdated 3 SeptAI required
Ground a qualification review in a Notebook
A qualification lead creates a Notebook containing only the approved policy documents, review notes and source files for a qualification update so Copilot stays on-topic.
Where the action happens
Copilot Notebooks
Product or feature needed
Copilot Notebooks with selected files/pages/sources
AI required
Yes
Extra credits
Usually no
Technical skill
Low to medium
Risk level
Medium - source selection and notebook sharing must be controlled
Watch-outs for Premium Copilot
- The Premium licence does not mean every Microsoft 365 AI feature is automatically enabled.
- Permissions hygiene matters more because Copilot can use work context the user is already allowed to access.
- App experiences differ: Word, Excel, PowerPoint, Outlook and Teams do not all expose identical capabilities.
- Keep sensitive meeting scenarios such as safeguarding, HR, malpractice, appeals and complaints under explicit policy and review.
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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