Microsoft Copilot Chat Quickstart Guide
For Web Portal Access Only
Access Copilot: copilot.cloud.microsoft
🧠 What is Microsoft Copilot?
Microsoft Copilot is an AI-powered assistant that helps you complete everyday work tasks more efficiently. Through the Copilot web portal, you can chat with Copilot to write, summarize, brainstorm, analyze, and ask questions.
🔍 What Can You Do?
✍️ Draft professional messages and emails
📄 Summarize documents, PDFs, and notes
📊 Analyze Excel files and data trends
💡 Brainstorm lesson plans, presentations, or ideas
❓ Ask questions about Microsoft 365 tools
🚀 Getting Started with Copilot
🖱️ Step-by-Step
🌐 Go to copilot.cloud.microsoft
🔐 Sign in with your Microsoft 365 account
🧾 Type your question into the "Ask me anything..." bar
📎 Upload Word, Excel, PowerPoint, or PDF files (optional)
🔄 Review, refine, and reuse your results
📁 Supported File Types
File Type
Extensions
Word
.docx
Excel
.xlsx
PowerPoint
.pptx
PDF
.pdf
Text
.txt
💬 Sample Prompts to Try
🎯 Task
💡 Example Prompt
Summarize
“Summarize this document in 3 bullet points.”
Write
“Write a thank-you message to a team.”
Explain
“What is the difference between OneDrive and SharePoint?”
Plan
“Create a weekly IT support task list.”
Analyze
“Highlight trends in this Excel file.”
Support
“How do I make a Microsoft Form?”
🛡️ Security & Compliance
Microsoft Copilot uses secure cloud infrastructure and is built to align with enterprise compliance needs.
🔐 Key Protections
🔒 Data stays within your Microsoft 365 tenant
🧠 Copilot does not train on your data
🛡️ Respects retention, access, and permission policies
🔑 Supports Microsoft Entra ID and MFA
📎 Use Copilot in More Places
🌐 Microsoft Edge
Use Copilot in the Edge browser to ask questions, summarize webpages, and chat with your content.
👉 Use Copilot in Edge
✅ Best Practices
Be clear and specific in your prompts
Upload files to improve response quality
Always review Copilot’s output before sharing
Use follow-ups to refine or correct answers
Do not enter confidential or personal data
🎓 Learn More & Train Up
Want to get the most out of Copilot? Microsoft provides free learning content!
🎓 Microsoft Copilot Web Experience Training
This resource includes: