Copilot Cowork Masterclass

Explore Copilot Cowork, its models, access options, and how choosing the right model can improve speed, quality, and cost.

Copilot Cowork is an agentic AI that goes beyond answering questions by executing tasks. It can send emails, schedule meetings, create documents and presentations, manage OneDrive and SharePoint, automate multi-step workflows, and work across apps and data. Cowork also offers model selection, secure execution, and flexible automation to improve everyday productivity.

Copilot Cowork can access and manage OneDrive files, helping you find, organize, summarize, update, and create documents while automating multi-step file-related tasks across your Microsoft 365 environment.

Copilot Cowork can analyze Dynamics 365 CRM opportunities by deal size, revenue, win probability, close date, and rating. It can identify top deals, create PowerPoint presentations with key highlights, risks, business impact, visualizations, and actionable insights for leadership review.

Copilot Cowork can work with Excel data to analyze trends, identify key insights, summarize information, create charts, update spreadsheets, and automate multi-step tasks. It helps transform raw data into clear reports, visualizations, and actionable business insights.

Copilot Cowork helps finance teams review employee expenses, extract receipt details, check policy compliance, calculate totals, identify exceptions, generate reports, and draft approval or clarification emails.

Copilot Cowork can screen multiple resumes, compare candidates with job requirements, identify skills and gaps, generate reports and dashboards, draft interview invitations, and create executive hiring summaries—helping recruiters streamline the hiring process.

Copilot Cowork uses PowerPoint templates to create presentations with consistent organizational branding, including approved fonts, colors, logos, and slide layouts.

Copilot Cowork’s Local Browser can perform web tasks using your existing Edge sessions, such as booking travel or submitting forms. It works securely with your permissions, requires admin setup and user consent, and pauses when verification or additional input is needed.

Copilot Cowork’s new wizard makes custom skill creation easier, allowing you to define instructions, apply rules, and generate structured, interactive outputs for specific tasks.

Plugins extend Copilot Cowork’s capabilities by connecting it with external apps and services, enabling it to access information, perform actions, and automate tasks across different platforms.

Copilot Cowork brings agentic AI directly into Microsoft 365, enabling seamless task execution across Outlook, Teams, OneDrive, SharePoint, and other business workflows, with powerful automation and enterprise integration.

Microsoft 365 Copilot Chat is primarily designed for asking questions, generating content, summarizing information, and getting AI assistance. Copilot Cowork Agent goes further by executing multi-step tasks, working across Microsoft 365 apps, managing files, and automating workflows.

Cowork automates tasks through scheduled or event-based prompts, helping reduce repetitive work. It can automatically process emails, summarize content, and send results to Teams, while giving users control over models, reasoning, permissions, and Copilot Credit usage.

Cowork makes it easy for no-code users to build interactive apps using natural language. Connect business data, create dashboards, update records, preview and modify apps, and publish them as governed enterprise solutions. With Copilot Credits and admin policies, Cowork supports secure app development and easy sharing across organizations.

Learn About Licensing in Microsoft 365 Copilot . Please always refer Microsoft Licensing guide at time of Buying License .