How-To

How to Use Microsoft Copilot

By Jenta Tech

Published in 2025

Microsoft Copilot and the Changing Workplace

Artificial intelligence is quickly moving from futuristic concept to daily necessity. Microsoft Copilot brings this transformation directly into the Microsoft 365 environment, meaning tools like Word, Excel, Outlook, PowerPoint, and Teams now include intelligent assistance. Instead of spending hours on repetitive tasks or searching through endless files, employees can rely on Copilot to summarize, draft, analyze, and suggest improvements.

For businesses, this shift represents more than just a new feature. It is a fundamental change in how work gets done. With the right planning and support, organizations can save time, improve accuracy, and create opportunities for innovation.

Why Copilot Matters

Copilot is built on generative AI technology, which means it can create content based on your instructions. More importantly, it integrates deeply into Microsoft 365, using the information you already have across Outlook, OneDrive, SharePoint, and Teams. Instead of starting from scratch, you can use Copilot to build drafts, design slides, generate formulas, or summarize long discussions.

This is not about replacing people. It is about extending their ability to communicate, analyze, and organize. Employees still provide the expertise, judgment, and creativity, but Copilot helps accelerate the process.

Copilot in Word: Faster and Smarter Writing

Writing projects can consume entire days. Copilot changes the pace by offering:

Draft creation based on a short description, whether it is a proposal, letter, or policy document.
Summarization of long reports into key takeaways for leadership.
Formatting suggestions to create consistency across teams.
Language translation so content can reach wider audiences instantly.
Integration with Excel data for embedding summaries and charts without manual copying.

Instead of fighting with a blank page, employees start with a draft they can refine, saving time and reducing frustration.

Copilot in Outlook: Taming the Inbox

Email overload is one of the most common productivity challenges. Copilot in Outlook helps reduce the noise:

Summarizes long email chains so you see the key points.
Suggests quick, professional responses.
Organizes incoming mail by priority, flagging the most important items.
Finds calendar openings automatically and proposes meeting times.
Prepares follow-ups so commitments never get lost in the shuffle.

The result is more focus on meaningful work and less time buried in the inbox.

Copilot in Excel: Insights Without the Headache

Data analysis is often intimidating. Copilot makes Excel more approachable:

Cleans messy data to remove duplicates or errors.
Explains formulas in plain language so staff understand how calculations work.
Builds pivot tables and identifies trends without hours of trial and error.
Creates charts that tell a story rather than just showing numbers.
Generates templates for common needs like budgets or schedules.

For advanced users, Copilot speeds up complex analysis. For beginners, it removes barriers that once required outside help.

Copilot in Teams: Smarter Collaboration

Meetings and chat conversations often generate more information than teams can track. Copilot in Teams ensures nothing slips through:

Summarizes meeting discussions into concise notes.
Highlights disagreements, open questions, and action items.
Provides transcripts and searchable content so context is never lost.
Suggests responses in busy chat channels.
Connects with other apps to automate task creation and follow-ups.

Teams becomes more than a communication hub. It becomes a record keeper, project tracker, and collaboration assistant all in one.

Copilot in PowerPoint: From Document to Presentation

Preparing slides can be one of the most time-consuming parts of a project. Copilot speeds things up:

Converts Word documents or notes into draft slide decks.
Suggests design layouts that match your content.
Finds relevant images, video, or media to strengthen your message.
Reviews accessibility to make sure your audience can engage with your material.
Offers rehearsal support with timing and delivery feedback.

What once took hours can now be created in minutes, allowing employees to focus on delivery rather than formatting.

Preparing Your Business for Copilot

Adopting Copilot requires more than just enabling a feature. Jenta Tech recommends a structured approach:

Review Microsoft 365 Environment
Confirm licenses, network performance, and data security. Copilot is most effective when information is well organized and properly protected.
Select Pilot Users
Begin with departments where repetitive tasks are common. Finance, HR, and marketing teams are strong candidates because they work heavily with documents and data.
Provide Training
Employees should learn how to ask questions, refine drafts, and correct mistakes. Training builds confidence and ensures Copilot becomes a useful assistant, not a distraction.
Encourage Experimentation
Let staff explore how Copilot can help in their daily work. Discovery often leads to innovative uses that leadership may not anticipate.
Collect Feedback and Share Best Practices
Early adopters can share what works best, creating a knowledge base that benefits the entire organization.

Jenta Tech as Your Copilot Partner

Implementing AI successfully requires more than technology. It demands clear policies, structured data, and user training. Jenta Tech helps businesses adopt Copilot by:

Assessing readiness and licensing requirements.
Ensuring data is organized, secure, and accessible.
Training employees to use Copilot effectively.
Providing ongoing support to maximize value.

With Jenta Tech, companies can move beyond experimentation and into real productivity gains. Copilot becomes not just an interesting feature but a measurable business advantage.