What can I use Microsoft 365 Copilot for?
Microsoft 365 Copilot helps streamline everyday work across Microsoft apps by summarizing information, drafting content, and analyzing data.
- Meetings: Summarize and format meeting notes using Zoom meeting transcripts
- Word & Outlook: Draft and refine client emails and internal documents
- Excel: Analyze and extract insights from your Book of Business, CRIA reports, and other datasets
- PowerPoint: Create new presentations, edit existing decks, and generate summaries for client meetings
What’s the difference between licensed and unlicensed Copilot?
Core Copilot (Unlicensed)
- Included at no additional cost for all field users
- Provides access to Copilot Chat within Microsoft 365
- Best for exploring Copilot and supporting basic productivity needs
Important: As of April 2026, the Copilot add‑in will be removed from Word, Excel, and PowerPoint for unlicensed users. Copilot Chat will remain available, and Copilot functionality is expected to stay available in Outlook.
M365 Copilot (Licensed – A la carte)
- Optional paid add‑on that embeds Copilot directly into:
- Word
- Excel
- Outlook
- PowerPoint
- Designed for users who want Copilot fully integrated into daily workflows
Cost:
- $360 per user, per year, billed annually
- Bulk purchasing options are available
Ready to purchase a Copilot license?
To begin the licensing process, please email:
help@charteroakfinancial.com
More information