Microsoft 365 Copilot Chat - 18 Features

Key insights

• The masterclass video introduces Microsoft 365 Copilot Chat as a browser and app-based AI assistant that is free for enterprise users and integrates with Microsoft 365 apps.
  It helps teams generate content, summarize files, and answer work questions quickly.
• The lesson explains core Security & Enterprise Controls so organizations keep data safe.
  The video clarifies what Copilot can and cannot access, and recommends using cloud-only file uploads and Entra identity controls to reduce risk.
• Key interface and input features covered include Model selection, New Chat management, and Dictation for voice input.
  The presenter shows how to start multiple conversations, edit prompts on the fly, and export or insert responses into documents.
• The masterclass highlights personalization tools like Memory and Custom Instructions to keep context across sessions and tailor replies to roles.
  It also demonstrates Copilot Agents and the Copilot Library for reusable workflows and automated tasks.
• Productivity features include Search and Create, suggested prompts, Citations for source tracking, and structured outputs for easy reuse.
  The video shows PDF comparison, format options, and read-aloud for fast review.
• Practical in-app examples show Copilot Chat working inside Word, Excel, PowerPoint, and Outlook to draft, analyze, and summarize content.
  The presenter gives simple best practices—save and reuse prompts, manage chat history, and restrict uploads to approved cloud locations—to get secure, predictable results.

Video at a glance

In a recent masterclass-style YouTube video, Susanth Sutheesh guides enterprise users through a practical tour of Microsoft 365 Copilot Chat, showing more than a dozen ways to make the tool useful in real work scenarios. The session aims to cut through marketing noise and focuses on hands-on features, from dictation to multi-app integration, while stressing that the tool is available at no extra cost for many enterprise Microsoft 365 customers. Furthermore, the presenter demonstrates workflows and administrative controls so IT and business teams can evaluate the tool quickly and securely.

Core features explained

Sutheesh breaks the experience into clear capabilities, covering model selection, prompt saving, memory and custom instructions, as well as content uploads and structured outputs. He also highlights advanced helpers such as the Prompt Coach, read-aloud functionality, and the ability to export results into editable Pages or to reuse prompts as templates. As a result, teams can move from ad-hoc questions to repeatable processes that accelerate drafting, data synthesis, and research tasks.

Importantly, the video showcases a list of around 18 powerful features that enterprises should evaluate, including mobile app parity, PDF comparison, and the newer agent-based workflows that automate multi-step tasks. These demonstrations emphasize how the tool blends conversational AI with organization-aware context so responses reflect files, emails, and Teams content where permitted. Consequently, the session positions Copilot Chat as more than a chatbox: it becomes a connected assistant across the Microsoft 365 ecosystem.

In-app integration and practical workflows

Sutheesh walks viewers through how Copilot Chat appears inside Word, Excel, PowerPoint and Outlook, then shows how to move content between the chat and documents. He demonstrates live examples such as summarizing long email threads, generating slide outlines from notes, and structuring Excel analysis prompts, which helps illustrate everyday productivity gains. By watching these scenarios, IT leaders can understand how the assistant fits into existing document and email lifecycles.

Moreover, the masterclass highlights discovery features like Search and Create, the Copilot Library, and Copilot Agents for automating tasks across apps, which together can reduce repetitive work. While these functions increase efficiency, they also require careful setup of templates, permissions, and naming conventions to avoid fragmentation. Therefore, teams should pilot common use cases, capture successful prompts, and build a small internal library to scale consistent usage.

Security and enterprise controls

A key focus of the session is enterprise-grade security and governance: Sutheesh emphasizes what content Copilot Chat can and cannot access and how administrators can enforce policies. He walks viewers through secure file upload practices—favoring cloud sources over local files—and reviews controls for chat histories and memory retention to comply with data protection rules. Consequently, organizations get assurance that the tool can work in regulated contexts if they apply appropriate controls and audits.

Balancing tradeoffs and real challenges

The video clearly explores tradeoffs: previewing advanced models like GPT-5 can boost reasoning and output quality, but it may raise questions about stability, cost, or governance for some IT teams. Similarly, enabling memory and custom instructions improves personalization but increases the need for policies around retention and sensitive data handling. Therefore, decision-makers must weigh productivity gains against privacy, explainability, and compliance obligations.

Sutheesh also addresses adoption hurdles such as user training, prompt design, and avoiding overreliance on AI-generated content that may require verification. He recommends saving refined prompts, using the Prompt Coach to improve query quality, and establishing review steps for AI outputs in regulated documents. Ultimately, the video suggests a staged rollout with clear usage guidelines and oversight to get real value without introducing new risk.

What enterprises should take away

For organizations evaluating the free enterprise tier of Microsoft 365 Copilot Chat, the masterclass offers a pragmatic playbook: try high-impact, low-risk tasks first, document helpful prompts, and apply governance to data and model settings. In addition, teams should measure success by time saved, fewer repetitive tasks, and improved draft quality rather than expecting flawless results immediately. By combining a pilot program with clear policies and training, enterprises can balance innovation with control and unlock practical productivity improvements.

Keywords

Microsoft 365 Copilot, Copilot Chat masterclass, Copilot enterprise features, Free Copilot training, Microsoft Copilot tutorial, Copilot productivity tips, Copilot for business users, AI assistant for enterprises