AI Tools Guide/Microsoft

Microsoft

Microsoft Copilot

AI built into the software your organisation already runs

Microsoft Copilot is the broadest enterprise AI deployment in the world — embedding AI directly into Word, Excel, Outlook, Teams, and PowerPoint for the 345 million people who use Microsoft 365. For development teams, GitHub Copilot is the market-leading AI coding assistant. Copilot Studio enables custom AI agent creation without code, and Azure OpenAI provides the enterprise infrastructure layer for organisations building proprietary AI systems.

Deepest integration with Microsoft 365 — AI in every app your team already uses daily

GitHub Copilot is the market leader in AI-assisted software development

Copilot Studio builds custom AI agents across enterprise workflows without code

Azure OpenAI provides compliant, private deployment of leading AI models at enterprise scale

Ecosystem Map

The Microsoft ecosystem, mapped.

Every tool in the Microsoft suite — what it does, which plan you need, and how the pieces fit together.

Microsoft CopilotAI BUILT INTO THE SOFTWARE YOUR ORGANISATION ALREADY RUNSMICROSOFT 365Copilot in WordPROCopilot in ExcelPROCopilot in OutlookPROCopilot in TeamsPRODEVELOPER TOOLSGitHub CopilotFREECopilot EnterpriseENTERPRISEBUILD & AUTOMATECopilot StudioENTERPRISEAzure OpenAIENTERPRISEPower Automate AIENTERPRISESEARCH & ANSWERSCopilot (Web)FREECopilot ProPROFree tierPro / paidEnterpriselumiiadvisory.com
Free tier available
Paid / Pro plan
Enterprise plan

Tool Guide

What each tool does.

Microsoft 365

Copilot in Word

Pro

Best for: Document drafting, rewriting, and summarising

Copilot in Word drafts documents from prompts, rewrites sections for tone and clarity, summarises long documents, and generates structured reports from bullet points — all within the familiar Word interface. Eliminates blank-page paralysis and significantly reduces document production time for regular writers.

Copilot in Excel

Pro

Best for: Data analysis, modelling, and formula generation

Copilot in Excel analyses data in plain English, generates complex formulas from descriptions, builds charts, highlights trends, and runs scenario modelling without requiring advanced spreadsheet skills. Particularly powerful for finance and operations teams dealing with complex, multi-sheet models.

Copilot in Outlook

Pro

Best for: Email drafting, summarisation, and scheduling

Copilot in Outlook drafts email responses from bullet points, summarises long threads with action items highlighted, suggests meeting times, and helps manage inbox priorities. For executives and client-facing professionals dealing with high email volume, it reclaims significant daily time.

Copilot in Teams

Pro

Best for: Meeting summaries, action items, follow-ups

Copilot in Teams generates live and post-meeting summaries with decisions, action items, and owners automatically assigned. Eliminates manual minute-taking, ensures nothing falls through the gaps, and auto-drafts follow-up emails based on what was discussed.

Developer Tools

GitHub Copilot

Free

Best for: AI code completion in your IDE

GitHub Copilot provides real-time code suggestions, auto-completion, and inline explanations directly in VS Code, JetBrains, and other major IDEs. The free tier covers basic completions; the paid tier unlocks Copilot Chat, multi-file edits, and deeper contextual understanding.

Copilot Enterprise

Enterprise

Best for: Codebase-aware AI for engineering teams

GitHub Copilot Enterprise gives every developer AI that understands the entire organisation's codebase — answering questions about internal architecture, reviewing pull requests with business context, and generating code consistent with existing patterns. Significantly reduces onboarding time for new engineers.

Build & Automate

Copilot Studio

Enterprise

Best for: Building custom AI agents without code

Copilot Studio is Microsoft's no-code platform for building custom AI agents that connect to internal systems, SharePoint, and third-party tools. Non-technical teams can build sophisticated AI assistants — handling HR queries, IT support, sales qualification, and internal knowledge retrieval — without engineering involvement.

Azure OpenAI

Enterprise

Best for: Private, compliant AI model deployment

Azure OpenAI Service provides access to OpenAI's models (GPT-4o, o1, DALL-E) within Microsoft's enterprise cloud — with private networking, no data used for training, regional data residency, and SOC 2/ISO 27001 compliance. The infrastructure layer for organisations needing custom AI systems with strict data governance.

Power Automate AI

Enterprise

Best for: AI-powered workflow automation

Power Automate with AI Builder embeds AI into automated workflows — extracting data from documents, classifying emails, processing forms, and triggering downstream actions across Microsoft and third-party systems. Eliminates repetitive manual data entry and approval routing across departments.

Search & Answers

Copilot (Web)

Free

Best for: AI-powered search and content generation

The free, web-based Copilot provides AI-powered search, question answering, and content generation accessible at copilot.microsoft.com or within Windows. Powered by GPT-4 and Bing's real-time web access, it's a capable general-purpose AI assistant for anyone with a Microsoft account.

Copilot Pro

Pro

Best for: Enhanced personal AI with 365 integration

Copilot Pro provides priority access to the latest models, deeper Microsoft 365 Copilot features for personal accounts, and higher usage limits. The right step-up plan for individuals who want AI integrated into their personal Microsoft apps before their organisation adopts full enterprise Copilot.

In Practice

Microsoft at work. Real scenarios.

Financial Services

The situation

A corporate banking finance team builds 12–15 financial models per month in Excel. Each model takes two to three analyst days to construct and stress-test before submission to the credit committee.

Tools used

Copilot in ExcelAzure OpenAI

The result

Copilot generates base model structures from descriptive prompts, creates scenario analysis tabs, and flags formula errors with explanations. Model build time reduces by 50%. Error rates in credit committee submissions fall, and analysts redirect time from construction to interpretation and sensitivity analysis.

Professional Services

The situation

A Big 4 firm finds that 85% of client meetings produce inconsistently documented outcomes — decisions made verbally but not captured, action items assigned but not tracked, and follow-up emails sent days later from memory.

Tools used

Copilot in TeamsCopilot in Outlook

The result

Every client meeting auto-generates a structured summary with decisions, action items, owners, and deadlines. Follow-up emails are auto-drafted within two minutes of the call ending based on the meeting content. Post-meeting administrative time is effectively eliminated for client-facing staff.

Real Estate

The situation

A commercial property developer produces 20+ information memoranda and investment proposals annually. Each document takes three to five days of writing, formatting, and financial summary work before it can go to market.

Tools used

Copilot in WordCopilot in Excel

The result

Copilot in Word generates first-draft IMs from structured property data and development narrative in under four hours. Financial summaries pull automatically from Copilot-assisted Excel models. Time-to-market on investment documents reduces by 70% and the quality and consistency of outputs improves markedly.

Technology & Ecommerce

The situation

An ecommerce retailer's engineering team of 12 spends 30% of every sprint on code review and onboarding new developers — with an average time-to-productivity of three weeks for new team members.

Tools used

Copilot Enterprise

The result

GitHub Copilot Enterprise understands the full ecommerce codebase — answering architecture questions, reviewing PRs against existing patterns, and generating code consistent with internal conventions. Sprint velocity increases by 22% and new developer onboarding time halves from three weeks to ten days.

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