Copilot for Microsoft 365

Click the Copilot button within Microsoft applications to start using it. You can interact with Copilot using natural language to get assistance with various tasks within each application.

Reference: How to find and enable missing Copilot button in Microsoft 365 apps - Microsoft Support

Work mode uses work data available to you—such as documents in OneDrive and emails—to produce responses. Web mode uses data from the public web in the Bing search index.

If you find Copilot through a public search engine, it may direct you to the public version or ask if you want to sign in to your business account. Always ensure you log in to Copilot with your University of Miami account to access the full features and security of Copilot.

No, each personal Copilot instance is unique. Copilot acts like an assistant with access only to your data and any data shared with you, making each instance personalized to the individual user.

After receiving a Copilot license, it can take up to 72 hours (about 3 days) for you to see the Copilot icon in your Microsoft 365 applications. You can force a refresh via the File > Account > Update license button (located directly under the Microsoft 365 Apps for Enterprise logos).

Reference: FAQ about Microsoft 365 Copilot licensing Opens in new window or tab

Copilot for Microsoft 365 is designed to assist users by providing information, answering questions, and engaging in conversation. While Copilot itself does not learn or retain information from individual interactions, it can leverage predefined tools and access up-to-date information to provide accurate and relevant responses. This ensures that the assistance provided is always based on the latest available data and knowledge. 

The University of Miami's Copilot AI tool uses the same data protection environment as other Office 365 tools—including email, SharePoint, OneDrive, Excel, Word, and PowerPoint—and is covered by the Business Associate Agreement (BAA) between the University of Miami and Microsoft.

It is imperative that all users adhere to the following privacy and security protocols:  Users must ensure that any personally identifiable information used with Copilot is identified using the minimum necessary standard.

Microsoft’s approach to AI goes beyond the technology itself—it includes the people who use it, those impacted by it, and the environments it’s used in. Responsible AI means designing Copilot not just as a tool, but as part of a broader system that includes the people who use it, those affected by its outputs, and the environment in which it operates.

In Microsoft 365 Copilot for Service, this includes features like asking questions, summarizing cases and conversations, writing emails, and generating resolution notes—all based on data your organization provides. These tools are built with Microsoft's principles of fairness, reliability, privacy, and transparency in mind.

• Ask a question: The first tab that customer service representatives (service representatives or representatives) see when they activate the Copilot help pane. It's a conversational interface with Copilot, which helps provide contextual responses to the service representatives’ questions. Copilot’s responses are based on both internal and external knowledge sources provided by your organization during setup.
• Write an email: The second tab on the Copilot help pane that helps service representatives quickly create email responses based on the context of the case. This reduces the time users need to spend to create emails.
• Summarize a case: Copilot provides service representatives with a summary of a case on the Ask a question tab, so that they can quickly catch up on the important details of a case.
• Summarize a conversation: Copilot provides service representatives with a summary of a closed conversation on the Ask a question tab.
• Generate resolution notes: Copilot provides service representatives with a summary of case details, emails, and notes linked to the case on the Ask a question tab, so that they can quickly close the case or incident.

Copilot adheres to strict privacy and security standards, including HIPAA, PHI/PII, FERPA, GDPR, and GOBA for students. A green shield icon indicates that your information in Copilot is as secure as any other data stored on SharePoint.

Copilot for Microsoft 365 uses artificial intelligence (AI) to help with tasks like writing, summarizing, and organizing information.

• Chat Limits: You can chat with Copilot as much as you need! While there aren’t strict limits, usage may be capped at 10 sessions per user every 24 hours across all agents in a tenant.
• File Upload Limits: You can upload files up to 10 MB each, with a total daily limit of 2 GB.

Copilot scenarios in Outlook are only available on your primary University of Miami mailbox and not with shared, archived, group, or delegated mailboxes. With Coaching by Copilot, your mail draft needs to be at least 100 characters to use the Coaching capability. There’s no limit on prompt length when using Draft with Copilot.

If you're experiencing delays, here are a few things to keep in mind:

• Table Size: Copilot works best with Excel tables up to two million cells. Larger tables may take longer to process.
• No Data Limits on Certain Features: Skills like formula column suggestions, highlighting, sorting, and filtering don’t have size limits, so they should work smoothly.
• File Location: Make sure your file is saved in OneDrive or Microsoft 365 SharePoint with Autosave turned on—Copilot won’t work otherwise.

If Copilot isn't finding or retrieving files, it might be because third-party cookies are blocked in the browser. These need to be enabled for Copilot to access and reference files. 

To fix this, check your browser settings and allow third-party cookies.

Copilot's responses are tailored to the application you are using. This means that the intent and type of response you receive may differ depending on whether you are using Copilot in Word, Excel, Teams, or other applications.

Copilot's responses can differ based on a few key factors: 

• Data Access Permissions: Copilot pulls information from Microsoft 365 (e.g., emails, chats, documents, etc.) based on what each person has permission to see. If access levels differ, the responses will too. 

• User Context: Copilot tailors responses based on recent activity, like emails, meetings, and chats. Since everyone’s work context is unique, answers may vary. 

• Privacy and Security: Copilot follows strict privacy rules and does not use prompts or responses to train AI models. Differences in privacy settings can also impact results. 

• Enterprise Data Protection: Copilot ensures data security under Microsoft’s standard protections, which may affect what information is retrieved.

A meeting summary is created after a meeting concludes, while meeting notes can be generated during a meeting. Both help capture key information but serve different timing needs.

You can ask Copilot to create an agenda based on your style preferences. It can learn your preferred format and maintain consistency.

Yes. Copilot can send emails on your behalf, including meeting agendas you’ve created. 

Yes. Copilot can assist with formatting documents, including changing fonts, font sizes, adding bullet points, and other formatting elements.

Yes. Copilot can help create specialized resources using curated content that teaching assistants can then share with students.

Yes. Copilot can assist in creating clinical scenarios with differential diagnosis for medical education purposes.

Yes. Copilot can rewrite content to target specific reading levels, making it useful for creating accessible patient instructions.

Yes. Copilot can assist with setting up and managing email rules in Outlook to help automate email organization.

Yes. Copilot can help automate workflows and set up out-of-office processes to maintain productivity during absences. 

Yes. Copilot can suggest effective prompts tailored to specific use cases to help users get the most out of the tool.

Yes. Copilot can assist with drafting applications, recommendation letters, and other documents for academic opportunities.

Copilot can be used to create course materials, design lesson plans, generate examples, and provide personalized learning resources. 

Yes. Copilot can review assessment materials to identify patterns, gaps, or areas where students may be struggling. 

Yes. There is currently no existing integration between Zoom and Copilot. However, the best way to leverage Copilot features with Zoom is to get a transcription of the Zoom meeting and then use Copilot to perform various activities such as summarize key points, create follow-up material, or search and reference specific content.

While you won't have real-time Copilot integration in Zoom meetings, you can:  

• Use Copilot in Microsoft 365 apps to prepare presentation materials before meetings.

• Generate meeting agendas and summaries in Word with Copilot.

• Create meeting notes in OneNote with Copilot assistance.

• Share Copilot-generated content via screen sharing in Zoom.

• Collaborate on Copilot-enhanced documents through SharePoint while on Zoom calls.

Yes. With Copilot, you can:  

• Ask Copilot to draft meeting agendas in Word.

• Use Copilot to create PowerPoint presentations for your Zoom meetings.

• Have Copilot analyze data in Excel that you'll present during calls.

• Ask Copilot to summarize emails or documents relevant to upcoming meetings.

• Request talking points or discussion prompts for your Zoom session.

During Zoom meetings, you can:  

• Open the Copilot web app or Windows Copilot sidebar to get quick information.

• Use Copilot in OneNote to take enhanced meeting notes.

• Ask Copilot to draft responses to questions that arise during meetings.

• Use Copilot to search for and summarize information needed in real-time.
  

• Generate ideas or solutions to problems discussed in the meeting.

Yes. Copilot is excellent for post-meeting tasks:  

• Ask Copilot to summarize your meeting notes.

• Generate action item lists based on meeting notes.

• Draft follow-up emails to meeting participants using Copilot in Outlook.

• Create reports or documentation about meeting outcomes.

• Analyze meeting-related data or feedback.

The main limitations include:  

• No automatic meeting transcription and summarization (as available in Teams).

• No real-time Copilot assistance during Zoom calls.

• No integrated Copilot chat within the meeting platform.

• No automatic action item extraction from Zoom meetings.

• No seamless document collaboration with Copilot within the meeting interface.

Yes, Copilot can assist in writing code statements for various programming languages, including, but not limited to, Python, SQL, JavaScript, Java, Ruby, Go, PHP, C++, C#, and Swift. It also supports frameworks like React, Angular, Vue.js, Node.js, Django, Flask, and Ruby on Rails. This versatility allows developers to work across different tech stacks and receive AI-powered code suggestions, auto-completion, and debugging assistance.

GitHub Copilot integrates seamlessly with leading editors such as Visual Studio Code, Visual Studio, JetBrains IDEs, and Neovim. This integration enhances productivity by providing code suggestions, auto-completion, and generating code snippets directly within these environments. GitHub Copilot also allows developers to interact with external tools and services through Copilot Extensions, expanding its capabilities even further. Whether you are debugging, deploying, or exploring your codebase, GitHub Copilot acts as your AI-powered teammate, helping you build faster and more efficiently.

Yes. While Copilot can attempt to help with Python scripts, GitHub Copilot might be better suited for extensive programming assistance.

Yes. Copilot can assist with creating mail merges, helping to personalize and automate email communications to multiple recipients.

Copilot for Microsoft 365 uses large language models (LLMs) like GPT-4, which are designed to understand, summarize, predict, and generate content.  

• Conversation Limits: There are no specific limits on the number of conversations you can have with Copilot. 

• File Upload Limits: The file upload limit is 10 MB per file, with a total daily upload limit of 2 GB.