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Microsoft Copilot

Microsoft Copilot integrates AI into the entire Microsoft 365 ecosystem. Write in Word, analyze data in Excel, create slides in PowerPoint, and summarize meetings in Teams. Microsoft 365 Copilot requires a separate subscription.

Microsoft

Office

Excel

Word

PowerPoint

Teams

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Step-by-Step Guides

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4.3 · editorial rating

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Real-World Use Cases

Creating Financial Reports from Excel Data

Financial Specialist

2 hours/month

A manufacturing company needs to create monthly financial reports compiled from various Excel files detailing revenues and expenses from different departments.

Problem

Manually compiling data from multiple Excel files, writing formulas, and interpreting trends takes over 6 hours each month and is prone to errors when copying data back and forth.

Solution

Use Copilot in Excel to aggregate data, suggest formulas, and create trend charts, then use Copilot in Word to draft the explanatory section of the report.

Reporting time for the month decreased from 6 hours to 2 hours
Significantly reduced data entry errors and incorrect formulas from manual aggregation
Trend charts created automatically, making it easier to present to management
More time available for in-depth analysis instead of spending time on data aggregation

Create Training Materials and Slides for New Employees

HR Manager

1 day

A service company is hiring 15 new employees this quarter and needs a complete training material package and company introduction slides.

Problem

Old training materials are scattered across several Word files, and compiling them into a coherent slide deck takes several days of HR's time.

Solution

Use Copilot in Word to standardize the training material content, then use the file-to-presentation feature to convert it directly into PowerPoint slides.

Preparation time for the training materials reduced from 3 days to 1 day
Presentation slides consistent in format and company tone
New employees have access to complete information from day one
HR has more time to focus on direct interaction instead of preparing materials

Pros

Works directly within Word, Excel, PowerPoint, Outlook, Teams, eliminating the need to learn new tools
Gathers context from actual company emails, documents, and meetings through Microsoft Graph
Creates reports and presentation slides from existing Excel data or Word documents in just a few minutes
Quickly summarizes lengthy Teams meetings and long email threads into bullet points
Complies with existing enterprise security and compliance standards of Microsoft 365
Basic Copilot Chat is free for all Microsoft 365 users, making it easy to try before upgrading

Cons

The full Microsoft 365 Copilot package comes with a separate add-on fee, which is quite high for small business budgets
Requires an appropriate Microsoft 365 package (Business Standard/Premium or E3/E5) to unlock all features
The ability to analyze complex formulas in Excel is less flexible than that of specialized data analysis tools
The quality of design suggestions in PowerPoint remains generic, requiring significant manual adjustments
Needs company data to be well-organized in SharePoint/OneDrive for Copilot to provide accurate responses
Employees unfamiliar with AI need training time to fully utilize its features

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The Verge

Pricing: Freemium
API: Yes
Languages: English, Vietnamese
Rating · editorial rating: 4.3

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