Claude Transforms Microsoft 365 Copilot
Microsoft Copilot
Mar 17, 2026 10:46 AM

Claude Transforms Microsoft 365 Copilot

by HubSite 365 about Scott Brant

Helping you and your company achieve more in Microsoft 365

Microsoft Copilot goes multi model with Claude and GPT in Copilot Chat Excel Researcher plus expert Copilot training

Key insights

  • The video shows Microsoft has added Claude to Microsoft 365 Copilot, creating a multi-model experience that lets users pick which AI model runs a task.
    Claude appears in Copilot Chat, Excel agent mode, and the Researcher agent.
  • The walkthrough demonstrates selecting Claude in Copilot Chat, using Claude in Excel Agent Mode to build and analyze spreadsheets, and using Claude inside the Researcher agent for deep research.
    The host compares results from Claude and GPT using the same real project to show practical differences.
  • Claude and GPT produce different reasoning styles and output tones; Claude often favors stepwise reasoning and structured analysis while GPT may be stronger at some creative or generative tasks.
    Teams should test both models on representative tasks to match the model to the need.
  • Important governance notes: Microsoft made Claude enabled-by-default for most commercial tenants on Jan 7, 2026, but tenants in the EU, EFTA, and UK remain off by default and must opt in.
    Anthropic operates as a subprocessor under Microsoft's data terms, and admins can disable Claude if policy requires.
  • Operational benefits include greater resilience when one model is unavailable and richer agent compositions that let multiple agents collaborate on complex tasks.
    Claude also helps ground answers in scanned PDFs and images, widening Copilot’s content-processing capabilities.
  • Practical guidance: choose the right model for each task—use Claude for structured research and detailed analysis, and consider GPT for some creative generation or style consistency.
    Always review local security and compliance needs before enabling new models and compare outputs on your real data.

Introduction: A Practical Walkthrough of a Major Copilot Update

In a recent YouTube walkthrough, Scott Brant examines a significant update to Microsoft 365 Copilot that integrates Anthropic's Claude models alongside existing GPT options. The video shows how Copilot has evolved from a single-model assistant into a platform that supports multiple AI backends, which changes how users approach tasks in everyday apps. Consequently, Brant uses a real project scenario to demonstrate how different models affect outcomes across chat, spreadsheet analysis, and research tasks.


What “Multi-Model” Copilot Actually Means

First, Brant explains that the new Copilot is effectively multi-model, meaning users can choose which AI model powers a given task rather than defaulting to one option. This change acknowledges that various models have distinct strengths: some are stronger at structured analysis while others excel at creative or exploratory reasoning. As a result, organizations gain flexibility to match the right model to the right work.


Moreover, Brant notes that Copilot can route tasks to different models in agents like Copilot Chat and the Researcher agent, and it can also run inside tools such as Excel in agent mode. This capability does not replace existing GPT-based features but rather operates beside them, creating an environment where users can compare outputs and pick the most useful one for their needs. Therefore, the new setup emphasizes adaptability and user choice over a one-size-fits-all approach.


Demonstrations: Chat, Excel and Researcher Agent

Brant spends time showing how to select Claude inside Copilot Chat, highlighting the interface choices and practical prompts that produce different answers. He then shifts to Excel's agent mode to demonstrate how Claude handles spreadsheet building and analysis compared with a GPT model doing the same task. In these side-by-side comparisons, viewers can see how the models differ in logic, detail, and how they summarize or format outputs.


Next, Brant uses the Researcher agent to illustrate how Claude approaches deeper information-gathering tasks and contrasts that with the GPT approach. He points out differences in reasoning style and citation behavior, which matter when teams rely on AI to support research or generate summaries for decision-making. Consequently, the video provides practical examples that help users decide when to prefer one model over another.


Data Governance and Regional Considerations

An important portion of the video covers data security and availability, particularly for users in the UK and EU. Brant explains that Microsoft’s model choices carry governance implications because third-party model providers process customer data, so administrators must consider compliance and processing terms. Thus, organizations with strict regulatory needs will need to assess whether enabling a particular model meets their legal and privacy obligations.


In addition, Brant highlights that defaults can vary by region, which affects how easily teams can access Claude models within Copilot. Therefore, IT teams must balance convenience and innovation against the risks of exposing data to external processors. This tradeoff requires clear policy decisions, since enabling broader model access simplifies workflows but also raises oversight demands.


Tradeoffs and Challenges of Model Diversity

While multi-model Copilot brings clear benefits, the video also unpacks practical tradeoffs that organizations must manage. For example, although model diversity improves resilience and task alignment, it adds complexity in governance, testing, and user training because teams must learn when each model is appropriate. Consequently, businesses face higher operational overhead to maintain quality, explainability, and compliance across multiple model types.


Moreover, Brant stresses that different models can produce divergent outputs for the same input, which complicates collaboration and reproducibility. Teams aiming for consistent results must define standards and verification steps, while those prioritizing creativity might accept wider variance. In other words, choosing between model accuracy, creativity, or consistency requires intentional tradeoff decisions and ongoing evaluation.


Practical Guidance and Next Steps

Finally, Brant offers pragmatic advice for teams adopting multi-model Copilot: start with small, well-defined projects to compare model behavior, document outcomes, and adjust policies before broader rollout. He recommends that administrators create clear enablement and opt-out procedures, and that users log examples of model outputs to build a corpus for training and governance. As a result, organizations can build confidence while limiting risk as they explore new model-driven workflows.


In summary, the video by Scott Brant presents a hands-on, balanced view of how Anthropic’s Claude models change the Microsoft 365 Copilot landscape. By demonstrating concrete examples in chat, spreadsheets, and research agents, the walkthrough helps IT leaders and end users understand the benefits, tradeoffs, and governance challenges involved in a multi-model approach. Therefore, teams should weigh flexibility and capability against compliance and operational complexity as they plan adoption.


Microsoft Copilot - Claude Transforms Microsoft 365 Copilot

Keywords

Claude Microsoft 365 Copilot, Microsoft 365 Copilot Claude integration, Anthropic Claude in Copilot, Microsoft Copilot Claude review, Claude AI productivity boost Microsoft 365, Copilot Claude features and use cases, Microsoft 365 AI Copilot update Claude, How Claude changes Microsoft 365 Copilot