Microsoft 365 Copilot Add On - Features and Functions

Introduction

Microsoft 365 Copilot is an advanced add-on to standard Columbia College Microsoft licensing. It delivers embedded, context-aware AI assistance directly within Microsoft 365 apps to streamline administrative workflows, automate routine tasks, analyze complex data sets, and elevate productivity.

Applies to: Faculty Staff

Overview

Primary Use Cases

Staff and faculty can leverage Microsoft 365 Copilot across various day-to-day administrative and academic workflows:

●Automating Routine Tasks: Quickly schedule meetings by finding open slots, organize documents into structured folders, and draft recurring monthly performance reports.

●Enhancing Team Coordination: Build event agendas, manage multi-department communications, track RSVPs, and create automated deadline reminders.

●Data Analysis & Insights: Summarize complex data sheets, identify underlying patterns, generate visual charts, and produce actionable summaries to inform strategic decisions.

●Direct Inquiries & Commands: Ask natural language questions (e.g., "How do I create a pivot table?") or issue direct commands (e.g., "Summarize last month's project milestones into three bullet points").

Application Integrations

Using Copilot in Microsoft 365 Apps

1 Outlook — Email & Calendar Management

Automate your inbox workflows, draft replies, and summarize lengthy conversations.

●Thread Summarization: Open any long email chain and select Summarize to quickly review key points and action items.

●Draft Coaching: Prompt Copilot to draft professional replies or adjust tone and clarity.

●Meeting Scheduling: Ask Copilot to find mutually available times across attendees and compose invitations.

2 Teams — Collaboration & Meeting Intelligence

Facilitate real-time collaboration and capture meeting insights effortlessly.

●Meeting Recaps: Generate comprehensive summaries of entire meetings, including decisions made and assigned action items.

●Catch-Up Support: If joining late, ask Copilot to summarize what was discussed before you arrived.

●Chat Synthesis: Summarize multi-day team chat conversations to surface unresolved questions.

3 Word — Document Drafting & Editing

Transform ideas into complete drafts, create reusable templates, and refine written materials.

●Draft Creation: Generate initial drafts of memos, reports, outlines, or proposals based on simple prompts or existing files.

●Rewriting & Formatting: Rephrase text for clarity, adjust formality, or convert text into structured tables.

4 Excel — Data Analysis & Formulas

Explore data sets, generate formula columns, and highlight trends without complex manual setup.

●Data Insights: Prompt Copilot to analyze data in tables and highlight top trends, anomalies, or correlations.

●Formula Generation: Ask Copilot to create complex formulas (e.g., nested IF statements, XLOOKUP) using plain language descriptions.

5 PowerPoint — Presentation Design

Build presentations from existing Word documents or outline prompts with custom slide layouts.

●Deck Creation: Generate a complete slide deck directly from a Word document or topic description.

●Content Organization: Restructure existing presentations, add executive summaries, and generate speaker notes.

6 OneDrive — Document Discovery & Organization

Locate files across your personal cloud storage quickly using natural language search.

●Smart Search: Ask Copilot to find documents related to specific topics, dates, or collaborators.

●Cross-Document Summaries: Compare key takeaways across multiple stored documents simultaneously.

Important Note / Licensing Requirement

Microsoft 365 Copilot application integration requires an assigned add-on license approved through your department. If you need this capability or are unsure if your department has licenses provisioned, please submit an inquiry to the Help Desk.

Learning & Development

Training Resources

Explore external Microsoft guides and demos to deepen your understanding of Microsoft 365 Copilot:

1
Microsoft Inside Track – Top 10 Tips for Using Copilot Daily

Practical productivity tips and everyday best practices directly from Microsoft's internal teams.

2
Meet Microsoft 365 Copilot – Demos & Feature Walkthroughs

Interactive product tours and video demos showing Copilot working inside Office desktop apps.

3
Search the Knowledge Base

Browse the CCIS Knowledge Base catalog for related guides and FAQs on institutional AI tools.

Support & Assistance

Get Help

Have questions about Microsoft 365 Copilot licensing or functionality?