Microsoft 365 (M365) Copilot Tools
Microsoft 365 (M365) Copilot includes additional tools beyond Chat including Search, Teach, Create and Notebook.
Accessing M365 CoPilot Chat
You can access all M365 Copilot chat tools in a browser at https://m365.cloud.microsoft/chat/.
You can also pin it to your toolbar for easy access.
Pin the M365 Copilot App in our Taskbar
- Download the Microsoft 365 Copilot app
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Open the Start menu
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Type Copilot
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Right‑click Microsoft 365 Copilot
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Select Pin to taskbar
Alternatively, if Copilot is open
- Right‑click the Copilot icon on the taskbar
- Choose Pin to taskbar
Copilot Chat in the browser (Edge)
You can install Copilot as a web app and pin it like a native app.
- Open Edge
- Go to https://m365copilot.com
- Click ⋯ (three dots) > More Tools > Apps → Install this site as an app
- Once it opens as an app, right‑click its icon on the taskbar > Pin to taskbar
M365 Copilot Chat
Availability
✅ M365 Copilot Chat
✅ M365 Copilot
What it is:
Copilot Chat is a conversational AI experience that helps you ask questions, get explanations, brainstorm ideas, and summarize information using public web data. (If you purchase a M365 Copilot license it will search your Microsoft 365 content.)
Common use cases:
- Draft or refine emails, announcements, or talking points before sending them in Outlook or Teams
- Ask questions in natural language (“Summarize this topic” or “Explain this document in plain language”)
Learn More:
Microsoft: Get started with Microsoft 365 Copilot Chat
Search
Availability
✅ M365 Copilot Chat (limited)
✅ M365 Copilot (full)
What it is:
Search allows you to quickly find relevant information across your Microsoft 365 environment—such as files, emails, chats, and meetings—using natural language instead of keywords.
Common use cases:
- Find a file you can’t remember the name of by describing its content
- Locate emails, meeting notes, or documents related to a project or topic without digging through folders
- Locate a document by describing its content instead of its filename
Library
Availability
⚠️ Limited / not available in M365 Copilot Chat
✅ M365 Copilot
What it is:
The Copilot Library is a centralized place to view and revisit your Copilot interactions, generated content, saved prompts, and AI‑assisted outputs.
Common use cases:
- Reuse or refine content Copilot previously generated for you
- Reuse successful prompts for recurring tasks
Teach
Availability
✅ M365 Copilot Chat
✅ M365 Copilot
What it is:
Teach helps you generate instructional and learning‑focused materials, making it especially useful for educators, trainers, and instructional designers.
Common use cases:
- Draft lesson plans, discussion questions, or learning objectives
- Create practice activities, quizzes, or explanations tailored to a specific audience
Learn more:
Microsoft Learn: Create instructional materials with Teach in Microsoft 365 CopilotCreate
Availability
⚠️ M365 Copilot Chat (standard / limited Create capabilities)
✅ M365 Copilot (Priority, richer Create capabilities)
What it is:
Create helps you generate new content—such as documents, presentations, summaries, or outlines—based on prompts, existing files, or simple instructions.
Common use cases:
- Generate a first draft of a document, report, or presentation outline
- Create summaries, checklists, or instructional content from existing files
Learn More:
Notebook
Availability
❌ M365 Copilot Chat
✅ M365 Copilot
What it is:
Notebooks provide a structured workspace where Copilot can reference a defined collection of files, notes, and content to generate more focused and consistent results.
Common use cases:
- Organize project‑specific documents and ask Copilot questions grounded in that content
- Maintain a shared knowledge space for a team, committee, or ongoing initiative
Learn More:
- Linked In Learning Video: In Workday Learning search for "Microsoft 365 Copilot Quick Tips: Create a Microsoft 365 Copilot Notebook for a project"
- Microsoft Article: Get started with Microsoft 365 Copilot Notebooks
Agents
“Free to build, pay when used”
It is the usage of agents — not their creation — that incurs cost
Availability:
Users can build agents without a paid license
What they are:
Agents are customizable AI assistants designed to perform specific tasks, answer targeted questions, or support defined workflows using connected data sources.
Common use cases:
- Create an agent that answers common questions using SharePoint or policy documents
- Support specialized workflows such as onboarding, help desk triage, or student/faculty support scenarios
Learn More:
- Linked In Learning Video: In Workday Learning search for "Copilot Agents: Build Your Own AI Assistant in Copilot and Teams (No Code Required)"
- Microsoft: Build your own agent with Microsoft 365 Copilot
- Microsoft Flyer: Build Your First Agent