Microsoft 365 Copilot

Also known as: Microsoft Copilot; Copilot Business; Microsoft 365 Copilot Business; Copilot for Microsoft 365; Copilot Chat

Microsoft's AI assistant works inside Outlook, Word, Excel and Teams to draft emails, summarize meetings and find information in your files. An add-on for Microsoft 365 business plans with an annual commitment, for up to 300 users; current prices on Microsoft's pricing page (checked November 2026).

How to do it?

  1. 01

    Check your Microsoft 365 plan qualifies

    Copilot Business is an add-on for up to 300 users on plans such as Business Basic, Business Standard or Business Premium.

  2. 02

    Get your data and apps ready

    Run Microsoft's Copilot Optimization Assessment and confirm your Microsoft 365 apps, network and privacy settings allow Copilot.

  3. 03

    Buy and assign Copilot licenses

    After you buy licenses, assign them to users in the Microsoft 365 admin center, following its Copilot setup guide.

  4. 04

    Welcome staff with onboarding

    Send a welcome email with your AI usage policy and the in-product Copilot onboarding link so staff learn to prompt.

  5. 05

    Draft an email in Outlook

    In new Outlook select New mail, the Copilot icon, then Draft; type a prompt, select Generate, review, then select Keep it.

  6. 06

    Verify access and review drafts

    If a user cannot see Copilot, run Microsoft's service plan diagnostic tool; edit every draft before you send it.

More AI Tools for Small Business