🚀
Adoption programs
A journey in 6 progressive steps (from step 0 to step 6), with the AI Tip's Pub blog as the common thread between each step. Build trust first, habits next, creation and agents only once the basics are in place.
⚠️ The biggest mistake in adoption programs: trying to show all of Copilot in 2 hours.
0
Step 0
🧭 Understand what Copilot is
Goal : Build trust.
Users must understand the essentials before diving in.
What to understand
- ›Where Copilot works
- ›What data it uses
- ›What it can do
- ›What it cannot do
- ›Why it is secure
To discover
- ›Copilot Chat
- ›Microsoft 365 Copilot
- ›Security & Compliance
- ›Work vs Web grounding
📘 Follow on AI Tip's Pub
1
Step 1
🤝 Using AI before using Copilot
Goal : Learn how to collaborate with an AI, before even touching the products.
The 4 habits to build
- ›✅ Give context
- ›✅ Describe the expected result
- ›✅ Iterate
- ›✅ Ask for a critique
Exercises
- ›Rewrite a text
- ›Summarize a document
- ›Generate a list of ideas
- ›Prepare a meeting
❌ Too vague
Write me an email.
✅ Effective
Write me a thank-you email after a client workshop. Professional yet warm tone. 150 words maximum.
📘 Follow on AI Tip's Pub
🔗 Resources
2
Step 2
⚡ Daily quick wins
Goal : Save 15 minutes a day. No more. Users need to build their first habit.
Outlook
- ›Summarize an email thread
- ›Draft a reply
- ›Find information
Teams
- ›Summarize a meeting
- ›Identify action items
Copilot Chat
- ›Prepare a meeting
- ›Create a to-do list
- ›Summarize a document
Adoption KPI: “I use Copilot every day.” Not: “I know every feature.”
3
Step 3
🎯 Scenarios by persona
Goal : Connect Copilot to the job. This is where many clients take off.
Manager
- ›1:1 preparation
- ›Meeting summaries
- ›Prioritization
Sales
- ›Meeting preparation
- ›Client reports
- ›Email drafting
HR
- ›Job posting creation
- ›Interview summaries
- ›Internal communication
Project manager
- ›Action plans
- ›Meeting minutes
- ›Risk tracking
📘 Follow on AI Tip's Pub
🔗 Resources
4
Step 4
✍️ Create with Copilot
Goal : Move from consuming to creating.
Word
- ›Document draft
- ›Rewriting
- ›Summarizing
PowerPoint
- ›Generation from a document
- ›Turning a document into a presentation
“Edit with Copilot”: at this stage only. Users already master context, prompts and iteration. They then truly grasp the value of assisted editing, without expecting a perfect result on the first try.
Analyze an Excel table in plain language5
Step 5
♻️ Templates, prompts and reuse
Goal : Industrialize usage.
What users learn
- ›Favorite prompts
- ›Template documents
- ›Template presentations
- ›Brand Kit
Concept to introduce: never start from scratch. Here, the AI Tip's Pub blog becomes the reference library.
6
Step 6
🤖 Microsoft agents
Goal : Show that Copilot can act like a specialist. Only once users are already comfortable.
1P agents (discovery)
- ›Prompt Coach
- ›Facilitator
- ›Analyst
- ›Researcher
Business scenarios
- ›HR agent
- ›IT Support agent
- ›Sales agent
- ›Project agent
Then, and only then: Copilot Studio, for champions and ambassadors. Not for every user.
📅 Typical 8-week journey
Click a week to see the related articles. New articles are added there automatically.
1Understand Copilot and security6▾
Copilot Search: find the right file using natural language
Where can you access Copilot? All the entry points- A guided tour of the Microsoft Copilot interface
Skills in declarative agents: capabilities on demand- 🛡️Why can I trust Microsoft Copilot?
- Microsoft Copilot: a new name, a new icon, one single app
2Prompting basics7▾
- Personalize Copilot: Custom Instructions and Memories
- Schedule a recurring prompt: your assistant that works ahead of you
- Save a prompt to reuse it in one click
- The right ingredients for better prompts
Prepare your team conversations with the Researcher agent- Free resources to support your upskilling on Copilot
- Organization prompts: structure and reuse your Copilot interactions
3Outlook + Teams15▾
Create an Outlook rule with Copilot- Copilot settings in Outlook
Meeting Recaps: all your meeting summaries in one place- Outlook's hidden duo: Agenda + Prepare
- Facilitator: the agent that takes notes in your Teams meetings for you
- Schedule a meeting using Copilot
- Schedule with Copilot: from an email thread to a structured meeting
- Add Copilot to a Teams conversation
- Copilot in Teams: pin it and drive it without leaving your everyday tool
- Send an email straight from Copilot
- Summarize your inbox and reply to an email
- Get the recap of a Teams meeting
- Skills in declarative agents: capabilities on demand
- Plan your day in Outlook, without a Copilot license
- Interpreter: the real-time interpreter for your Teams meetings
4Copilot Chat16▾
Quick Create in Copilot Notebooks: which format should you choose?- Study guide in Copilot Notebooks: turn your sources into learning material
- Create an infographic from Notebooks, based on your own content
- Copilot Search: find the right file using natural language
- The Library and Pages: keep a memory of your work with Copilot
Talk to Copilot: voice conversation on mobile- Save a prompt to reuse it in one click
- A guided tour of the Microsoft Copilot interface
- GPT-5.6 arrives in Microsoft Copilot
- Create a Copilot Notebook to organize your watch
- Plan your day in Outlook, without a Copilot license
- Run a Deep Research investigation
- The right ingredients for better prompts
- Free resources to support your upskilling on Copilot
- Use Copilot Notebooks without a license
- Organization prompts: structure and reuse your Copilot interactions
5Business use cases5▾
6Word + Excel + PowerPoint + Edit with Copilot6▾
7Templates and reuse8▾
- The Library and Pages: keep a memory of your work with Copilot
- Personalize Copilot: Custom Instructions and Memories
- Save a prompt to reuse it in one click
Use a brand kit from Copilot in PowerPoint- Create a Brand Kit for on-brand presentations
- Deploy official Brand Kits (IT side)
- Organization prompts: structure and reuse your Copilot interactions
- Microsoft Copilot: a new name, a new icon, one single app
81P agents and Copilot Studio discovery9▾
- 🚀The Frontier program: early access to Microsoft Copilot
- Facilitator: the agent that takes notes in your Teams meetings for you
The 1P agents of Microsoft Copilot: the full tour- Copilot in Teams: pin it and drive it without leaving your everyday tool
- Build a Copilot agent for a business use case
- Skills in declarative agents: capabilities on demand
- Prepare your team conversations with the Researcher agent
Analyst agent: the pocket data scientist living in your Copilot- Interpreter: the real-time interpreter for your Teams meetings