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Using Microsoft Copilot Chat — A Simple Guide

Overview

Microsoft Copilot Chat is built into Microsoft 365 and can help you work more efficiently by answering questions, automating routine tasks, and supporting you across apps such as Outlook, Teams, Word and Excel.

This guide explains the key benefits and how Copilot can support your day‑to‑day work at HYMS.

Note

Some features mentioned relating to MS Teams may not be available due to licensing restrictions.

What Copilot Chat Can Do

1. Find Information Quickly

Copilot can scan your HYMS emails, Teams chats, and documents you already have permission to access.
You can ask things like:

  • “Summarise this email chain.”
  • “What are the key tasks I agreed to in yesterday’s meeting?”

This saves time searching through messages and files.

2. Help With Routine Tasks

Copilot can draft text, summarise content, and transform notes into more polished documents.
Examples include:

  • Drafting emails
  • Creating meeting agendas
  • Summarising policies or long articles
  • Preparing initial versions of documents or reports

It reduces repetitive admin work so you can focus on your main tasks.

3. Support Across Microsoft 365

Copilot works inside the apps you already use every day:

  • Outlook — summarise long threads, draft replies
  • Teams — summarise meetings, highlight action points
  • Word — rewrite text, tidy layout, help with structure
  • Excel — analyse data, create charts, explain formulas

No additional training is needed — just type what you want in plain language.

4. Secure and Private

Copilot follows the same Microsoft 365 security and permissions as the rest of your HYMS account.
This means:

  • It only accesses files you can already access
  • Your data stays within the HYMS/Microsoft environment
  • It follows the same compliance requirements as other HYMS systems

Why Use Copilot?

Using Copilot can help you:

  • Save time on admin
  • Produce clearer written content
  • Extract key information quickly
  • Stay organised across tools
  • Work more efficiently day to day
Security Notification

HYMS users should only use Microsoft 365 Copilot as the designated AI assistant for all work-related tasks. You must not use other AI tools (e.g: ChatGPT, Claude) to process, analyze, or share organizational data..

Need Support?

If you have questions about Copilot, or need help getting started, please contact the HYMS IT team via Contact us

Updated on 01/04/2026
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