Copilot for Microsoft 365
Practical, secure AI built into the tools your people already use.
image from microsoft.com
Artificial Intelligence is everywhere right now, but much of what’s being discussed feels experimental, disconnected, or risky. Microsoft Copilot is different.
Copilot is built directly into Microsoft 365, working alongside familiar applications like Outlook, Word, Excel, Teams, and SharePoint. It uses your organisation’s own data, respects your existing security controls, and stays entirely within the Microsoft ecosystem. At PS Tech, we help organisations adopt Copilot in a way that is useful, secure, and aligned to how they actually work. No gimmicks, no black boxes, and no data leaving environments it shouldn’t.
What is Microsoft Copilot and what can it do?
Microsoft Copilot is an AI assistant embedded within Microsoft 365 that helps users work more efficiently with the information they already have.
It can summarise emails and meetings, draft documents, analyse data, surface relevant files, and assist with everyday tasks across the Microsoft applications your team uses daily. Importantly, Copilot does not invent knowledge or trawl the open internet for answers. It works from:
- Your Microsoft 365 data
- Your permissions model
- Your security and compliance policies
If a user cannot access something today, Copilot cannot access it on their behalf.
Copilot is not about replacing people. It is about removing friction from everyday work. The value comes from time saved, reduced cognitive load, and better use of existing information.
Common, practical use cases include:
Drafting and refining reports, policies, and correspondence
Summarising long email threads and Teams meetings
Creating first-pass documentation from notes or outlines
Analysing Excel data without complex formulas
Finding relevant files across SharePoint and OneDrive faster
Security and data protection by design
Security is often the biggest concern when AI enters the conversation, and rightly so. Many AI tools require data to be copied, uploaded, or shared outside of your core systems. That introduces risk, especially for organisations handling sensitive, personal, or regulated information.
Copilot is different because it is:
- Native to Microsoft 365
- Bound by Entra ID permissions
- Protected by Microsoft’s security and compliance framework
- Auditable and manageable through existing admin controls
For care providers, professional services, and technical environments, this matters. AI should reduce risk, not introduce it.
image from microsoft.com
Because Copilot operates entirely within Microsoft 365, it inherits the controls you already have in place, including:
- Conditional Access
- Data Loss Prevention
- Sensitivity labels
- Retention policies
- Audit logging and reporting
There is no separate data store and no training of public AI models using your information. Your data remains your data.
We ensure Copilot is deployed with the right guardrails from day one.
Our Copilot service approach
Introducing Copilot is not just about switching on a licence. It needs preparation, structure, and clarity around expectations. Our approach typically includes:
1
AI Readiness and data review
We assess your Microsoft 365 environment to ensure permissions, data structures, and security controls are fit for purpose. Copilot is only as good as the information it can safely see.
2
Licensing and configuration
We help you select and deploy the right Copilot licences and ensure configuration aligns with your organisation’s needs and compliance obligations.
3
Practical user guidance
We support your team with clear, real-world guidance on how to use Copilot effectively. This focuses on everyday tasks, not abstract AI theory.
4
Governance and ongoing support
We help you put sensible policies in place around AI usage and support you as Copilot evolves within Microsoft 365.
Copilot FAQ's
What is Copilot for Microsoft 365?
Microsoft Copilot is an AI assistant built directly into Microsoft 365 that helps people work more efficiently with emails, documents, meetings, and data using the tools they already know. It can summarise conversations, draft and refine content, analyse information, and surface relevant files, all while respecting user permissions and operating securely within the Microsoft 365 environment.
Is Copilot right for my business?
Copilot works best where organisations already rely on Microsoft 365 for collaboration, documentation, and communication. If your team spends time searching for information, rewriting similar content, or manually summarising conversations, Copilot can make a meaningful difference. If data security and compliance are critical, it is one of the safest AI options available today.
We will always be honest about suitability. If your environment is not ready, we will tell you and help you get there first.
Is Microsoft Copilot secure?
Yes. Copilot operates entirely within Microsoft 365 and follows your existing security, compliance, and permission settings. It cannot access or share information a user is not already authorised to see.
Does Copilot use our data to train public AI models?
No. Your organisation’s data is not used to train public or external AI models. All processing stays within Microsoft’s controlled Microsoft 365 environment. Not even Microsoft can see your data.
Do we need to change how we work to use Copilot?
No major changes are required. Copilot is designed to work alongside existing Microsoft 365 applications and supports the way your team already works, rather than replacing it.
Can Copilot be controlled or restricted?
Yes. Copilot can be managed through Microsoft 365 admin controls, including permissions, policies, and compliance settings, allowing organisations to apply appropriate governance.
Is Copilot suitable for regulated or sensitive environments?
Yes. Copilot is well suited to environments where data protection and compliance are critical, as it inherits Microsoft 365 security features such as data loss prevention, audit logging, and retention policies.
What do we need before enabling Copilot?
A well-structured Microsoft 365 environment with appropriate permissions and data controls is essential. This ensures Copilot surfaces the right information to the right people, securely.
Talk to PS Tech about Microsoft Copilot
AI does not need to be disruptive or risky to be valuable. When implemented properly, Copilot becomes a natural extension of how your team already works.
If you would like to explore Microsoft Copilot in a way that is secure, practical, and aligned with your organisation, we are happy to have an initial conversation.
Book a chat with Paul to start your journey with PS Tech today.
