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Getting Started with Copilot

Learn the fundamentals: accessing Copilot, using it in Microsoft 365 apps, and understanding enterprise data protection for education.

Beginner Level
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🤖 What is Copilot?

Microsoft Copilot is a family of AI tools built into Microsoft 365. It helps educators draft lesson plans, summarize documents, analyze data, generate presentations, respond to emails, and even build custom AI agents.

Understanding Copilot vs. Copilot Chat

Copilot Chat is a free web-based chat experience at copilot.microsoft.com. It works with web data and files you upload, and prompts/responses aren't used to train models.

Microsoft 365 Copilot (paid license) builds on Copilot Chat by grounding responses in your Microsoft 365 data—documents, emails, meetings, and chats—and integrates directly into apps like Word, Excel, PowerPoint, Outlook, Teams, and OneNote.

Enterprise Data Protection

When you sign in with your school-issued Microsoft 365 account, Copilot activates enterprise data protection:

🔒 Accessing Copilot

Sign in with your SSD (school) account. When you log into Copilot Chat or Microsoft 365 apps with your institutional account, enterprise data protection automatically applies. Avoid signing in with a personal account for confidential content.
Open Copilot Chat. Visit copilot.microsoft.com or select Copilot Chat from the Microsoft 365 app launcher. You can paste content, upload a file, or type a question.
Enable Copilot inside apps. In Word, Excel, PowerPoint, or Outlook, look for the Copilot button (often in the ribbon or toolbar). Click to open a side pane where you can ask Copilot to draft, summarize, or analyze content.

🛠 Essential Features

App What Copilot Does Example Prompt
Word Draft and refine documents—write lesson plans, revise language, adjust tone "Draft a one-page lesson plan on photosynthesis for 7th grade including a hands-on activity and assessment."
PowerPoint Create engaging presentations—suggest slide layouts and imagery from your topic "Create a 5-slide presentation about our school's new reading program with pictures and speaker notes."
Excel Analyze and visualize data—identify patterns, create charts, summarize performance "Analyze this attendance spreadsheet and tell me any patterns I should know about."
Outlook Summarize emails—get concise overviews of long email threads "Summarize this email thread and highlight any decisions I need to make."
Teams Organize meetings—capture key points, assign action items, prepare notes "Summarize our last faculty meeting, list decisions and actions assigned to each team member."

🎯 Best Practices & Limitations

💡 Tips for Better Results

  • Stay within your permissions. Copilot can only access data you already have permission to see. If a document is private, Copilot won't reveal it.
  • Keep prompts clear and specific. Provide context (grade level, subject, length) to get better results.
  • Review output critically. AI might misinterpret or produce inaccurate information. Always verify before sharing with students or colleagues.
  • Protect student privacy. Even though prompts and responses aren't used for model training, avoid including personally identifiable information (PII) in prompts.
  • Understand free versus paid. Copilot Chat is free; Microsoft 365 Copilot (for deeper integration) requires an additional license.