Copilot guide library
Use one guide for the decision in front of you.
Start with licensing and permissions, then move through policy, pilot design, prompting, output review, and app-specific work.
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Explainer · 7 min
What Microsoft 365 Copilot is, and what it is not
Separate the licensed Microsoft 365 experience from generic AI expectations before choosing a pilot.Checklist · 6 min
Verify nonprofit eligibility and licensing before a pilot
Confirm tenant eligibility, prerequisite licenses, current pricing, and the people who actually need access.Playbook · 9 min
Review permissions before Copilot can surface them
Use the pilot as a reason to find oversharing, stale access, and unclear content ownership.Playbook · 8 min
Write a one-page approved-use policy
Give staff clear green, yellow, and red boundaries tied to your actual data and decisions.Playbook · 7 min
Choose a small Copilot pilot that can teach you something
Select one repeatable, reviewable workflow with enough volume to measure and limited downside if a draft is wrong.Explainer · 6 min
Write a grounded prompt people can reuse
Describe the task, source, audience, constraints, output, and review instead of asking Copilot to guess.Checklist · 5 min
Review Copilot output before it becomes organizational work
Use a short verification routine for facts, numbers, sources, confidentiality, voice, and downstream impact.Playbook · 7 min
Use Copilot in Word for a bounded first draft
Build a draft from approved source material, then check structure, claims, voice, and omissions.Playbook · 6 min
Use Copilot in Outlook without automating judgment
Draft or summarize routine email while keeping sensitive, relational, and consequential messages human-led.Playbook · 8 min
Use Copilot around Teams meetings with a clear record rule
Prepare questions and draft follow-up while defining consent, transcription, access, correction, and retention first.Playbook · 6 min
Use Copilot for a PowerPoint program update
Turn approved material into a first-pass narrative, then rebuild the evidence, accessibility, and audience fit.Playbook · 8 min