Copilot: Access Claude in Your Apps

Key insights

• Multi-model assistant: Microsoft 365 Copilot can now include Anthropic Claude models, making Copilot a multi-model assistant that mixes Microsoft/OpenAI and Claude engines in selected workflows.
  Use: this expands options for tasks that benefit from different model strengths.
• Experience-specific availability: Claude access is not universal. It depends on your license tier, admin enablement, tenant settings, and the specific Copilot surface or app version.
  Action: check your tenant and admin policy if you don’t see Claude options.
• How to access: Open the Microsoft 365 Copilot app, go to Chat and pick the Researcher agent, then choose Claude from the model dropdown where available.
  Note: Edit with Copilot can also expose Claude in-app, and Copilot Studio lets creators pick Claude when building agents.
• Model choice — Sonnet vs Opus: Claude Sonnet is best for conversational, editing, and creative text tasks while Claude Opus is often better for structured data, calculations, and Excel-style work.
  Tip: pick the model that fits the task for clearer, faster results.
• Common workflows: Use Claude inside Copilot to generate executive project updates, convert responses into Copilot Pages, produce editable Word reports, build branded PowerPoint decks, and create Excel dashboards from structured data.
  You can also combine Claude and GPT models in the Researcher flow to compare findings.
• Compliance and licensing: Microsoft documents confirm Anthropic models are part of Microsoft Online Services, but check your licensing and regional data processing rules before use.
  Recommendation: consult your admin team about tenant settings, data residency, and access controls prior to deployment.

Overview: Scott Brant’s walkthrough of Claude inside Copilot

In a practical YouTube tutorial, author Scott Brant shows how Anthropic Claude models can be used inside Microsoft 365 Copilot. He frames the change as a move toward a multi-model Copilot that gives users more choice, and then demonstrates step-by-step workflows across Word, PowerPoint, Excel, Copilot Chat, and Researcher. Consequently, viewers get both a high-level view and hands-on examples that highlight where Claude can add value in everyday work.

How to access Claude models in Copilot

Brant explains that the simplest path is to open the Microsoft 365 Copilot app, pick Chat and then choose the Researcher agent where model selection is available. Next, users select Claude from the dropdown and submit prompts, which then drives the same Copilot interfaces people already use. He also notes that in scenarios like Edit with Copilot or when building agents in Copilot Studio, creators can pick Claude as the model during setup rather than switching it in live chat.

Practical use cases shown in the video

Throughout the video, Brant demonstrates practical tasks such as generating executive project updates, converting chat responses into editable Copilot Pages, producing polished Word reports, and building branded PowerPoint decks. He also shows how to convert structured business data into Excel dashboards using the Claude Opus model and how to run side-by-side research comparisons with both GPT and Claude models. As a result, the tutorial highlights the breadth of tasks where model choice can influence output style, depth, and formatting.

When to choose Sonnet versus Opus

Importantly, the video clarifies the difference between the two Claude families: Brant suggests using Claude Sonnet for general writing and research tasks that need nuance, while reserving Claude Opus for more structured outputs such as data-to-dashboard conversions. Therefore, choosing the right model depends on the goal—creative synthesis favors Sonnet, while precise data handling favors Opus. Moreover, he demonstrates that switching models can materially change the tone, level of detail, and how easily the output converts into editable formats.

Tradeoffs, challenges, and governance concerns

Brant does not shy away from the tradeoffs involved. For example, while multiple models increase flexibility, they also raise complexity for admins who must manage licensing and tenant settings. In addition, he points out that availability is often gated by license tier, browser or app version, and admin enablement, so not every user will see Claude immediately. As a result, organisations must weigh the productivity gains against the extra work needed to control access, maintain compliance, and monitor costs.

Furthermore, the tutorial highlights technical and human challenges. On the technical side, regional availability and data processing rules matter because enterprises need to understand where model data is handled and whether it fits their policies. On the human side, users must learn when to trust model outputs and when to validate them, since different models can produce different conclusions or levels of factual accuracy. Consequently, training and clear guidelines become essential when teams start using multiple models in shared workflows.

Licensing, rollout realities, and practical advice

Finally, Brant offers practical advice for teams ready to experiment. He recommends confirming license entitlements and checking admin settings before expecting Claude to appear in Copilot, and he encourages testing outputs across models to find the right fit for each task. In addition, he advises documenting model selection rules and quality checks so teams can reproduce good results and limit risk when outputs feed into client reports or dashboards.

Takeaways for Copilot users

In short, Scott Brant’s video frames the integration of Claude into Microsoft 365 Copilot as an important step toward adaptable, model-aware workflows. While the added options can boost productivity and tailoring, they demand thoughtful governance, clear training, and ongoing evaluation to balance flexibility with control. For busy teams, the key lesson is to pilot small, compare outputs, and build simple rules that tell people when to use which model.

Overall, the tutorial is a useful guide for users and administrators who want to explore the new model choices in Copilot without getting lost in settings or hype. It demonstrates realistic workflows, points out practical restrictions, and leaves viewers with concrete next steps to test Claude within their own Microsoft 365 environments.

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