Microsoft Copilot Tools
Microsoft Copilot 365 includes additional tools beyond chat including Teach, Create and Notebook. Access all tools at https://m365.cloud.microsoft/chat/
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Copilot Chat
Availability
✅ 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”)
Search
Availability
✅ 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 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
✅ 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
⚠️ 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
❌ 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