AI with Microsoft 365 Copilot
With AI and Microsoft 365 Copilot, you can automate workflows, predict trends, and unlock new business opportunities. At Exobe, we support you every step of the way—from strategy development to ongoing advisory—always with a strong focus on data security and privacy.
What is Microsoft 365 Copilot?
Microsoft 365 Copilot is an AI-powered productivity tool that integrates Large Language Models (LLMs), content from Microsoft Graph, and the Microsoft 365 apps you use daily, such as Word, Excel, PowerPoint, Outlook, and Teams. Copilot provides intelligent, real-time assistance to help boost your creativity, productivity, and skills. It uses a combination of deep learning algorithms and large datasets to understand, summarize, predict, and generate content.
Copilot is seamlessly embedded into the most commonly used Microsoft apps, freeing up time for focused work. It also supports visual content creation using DALL·E, OpenAI’s image generation model.
Tailored AI strategies for Microsoft 365 Copilot
Microsoft 365 Copilot has the potential to transform your organization—through predictive analytics, automation of repetitive tasks, and identifying new business opportunities.
However, AI also introduces risks, especially when it comes to handling confidential data, ensuring privacy, and maintaining security.
At Exobe, we guide you through everything from identifying opportunities and developing AI strategies to ongoing advisory and evaluation.
Exobe Microsoft 365 Copilot accelerator
01. Inspire & design
- Assess status and your Microsoft 365 environment
- Identify key business scenarios for Copilot
- Evaluate and assess potential
- “Art of the Possible” workshops
- Identify business cases
- Deep dives by role/function
02. Prepare your data
Evaluate your tenant from a data and security perspective. Minimize risks and strengthen success factors before implementation.
- Data and security assessment
- Accelerate secure behavior
- Train coordinators and ambassadors
03. Adoption & Change Management
Assess organizational readiness and create a user adoption strategy. Develop training and communication plans.
- Evaluate change readiness
- Set up a Center of Excellence
- Community training
- Monitor adoption progress
04. Extend & expand
Unlock Copilot’s full potential by tailoring it to your business systems and needs.
- Workshops: “Art of the Possible”
- Workshops: Extending Microsoft 365 Copilot
- Proof of Concept and evaluation
05. Evaluate & manage
Gather insights to make strategic decisions about long-term Copilot use and governance.
- Reports and recommendations
- Framework and value analysis
- Role/function-based business cases
- Governance and success planning
Everything you need to know about Microsoft 365 Copilot
Learn more
How do I access Microsoft 365 Copilot?
To use Copilot, your organization must have a Microsoft 365 E3 or E5 license, plus a Microsoft 365 Copilot license. The business license costs €28.10 per user/month (approx. 320 SEK). Copilot is also available for individuals through Microsoft 365 Personal or Family, at 255 SEK/month.
To activate Copilot:
- Users must have an Azure Active Directory account
- Be on the Current Channel for Microsoft 365 apps
- Network settings must be optimized (e.g. WebSockets unblocked)
- Teams plugins must be enabled to ensure full functionality
Copilot in Word
Copilot acts as your AI assistant—drafting and editing text, summarizing content, and even creating articles based on PowerPoint decks.
Copilot in PowerPoint
With “Narrative Builder,” Copilot can generate and improve presentations, summarize slides, and suggest design ideas.
Copilot in Excel
Copilot now supports advanced analytics, including Python integration for data analysis, machine learning, and visualizations. It can suggest formulas, generate charts, and uncover data insights.
New features in Microsoft 365 Copilot
- Copilot pages – A new space for storing and sharing AI-generated content
- Graph connectors – Extend Copilot’s reach to external data sources
- Semantic index – Improves search and contextual understanding in Microsoft 365
- In-product prompts – Show users when and how Copilot can assist in real-time
AI, security, and compliance
To manage risk, organizations need clear data governance, including permissions, sensitivity labels, and retention policies. Microsoft’s AI follows six core principles: Fairness, Reliability, Security, Privacy, Inclusiveness, and Transparency. All AI processing happens via internal Azure OpenAI services in your home region, ensuring data isn’t processed outside authorized data centers.
Licensing & strategic investments in AI
Make sure you’re eligible to purchase Copilot licenses.Ask:
- Do we have the right agreements in place?
- How do we assign licenses when they’re expensive?
- Who needs Copilot—and who doesn’t?
Start by building a business case and working actively with cost control to ensure your investment delivers value to the right users.
AI Culture & Change Leadership
To ensure safe and confident Copilot usage, it's vital to provide clear “do’s & don’ts” for employees. Help users consider which data is appropriate to analyze and introduce Copilot in a well-planned, phased way. This new way of working requires change management, training, and communication—not just once, but continuously, as the technology evolves rapidly.
Security och AI
Preparing your internal environment for AI is key. Risk areas include permissions, data protection, and lifecycle management. Prevent over-sharing, implement sensitivity labels and retention policies, and ensure compliance with data residency regulations (especially relevant inside/outside the EU). A strong data governance strategy is essential to maximize the impact of Microsoft 365 Copilot.
AI Infrastructure
Within Azure Active Directory, ensure your Copilot users are properly configured and have access to all relevant apps and services. Users must be on the Current Channel to receive updates early. As Copilot handles and analyses large volumes of data, network conditions must be optimized—this may include enabling Quality of Service (QoS) and ensuring WebSockets are unblocked. All AI processing occurs within your Microsoft 365 tenant using internal Azure OpenAI services—no external OpenAI services are used, and all processing stays within your approved region.
Boost productivity with AI
Microsoft 365 Copilot can reduce manual work, speed up search, summarize meetings, generate content, and support data analysis.
Studies show that Copilot users report:
- 87% increased productivity
- 79% more focus on important tasks
- 81% less time spent searching for information
- 96% would be disappointed if Copilot were removed
- 83% don’t want to work without it
- 47% say Copilot access influences their choice of employer
Development & AI Integration
Copilot is also set to accelerate app and workflow development. It will provide code suggestions—not full low-code/no-code functionality—but helpful support for writing simple code faster and more accurately, especially within Microsoft’s ecosystem.
Want to know how Copilot can help your organization? Get in touch with us for guidance and implementation support!
Featured customer case
Copilot at Växjö Municipality
Case
Like many of the country’s municipalities and regions, Växjö Municipality has faced significant challenges in finding the right tools and methods to simplify and streamline work for its employees. Ultimately, they chose Copilot for Microsoft 365, which we at Exobe helped implement.
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