Private Equities

Microsoft 365 vs Microsoft 365 Copilot

A side-by-side comparison of Microsoft 365 and Microsoft 365 Copilot — two options for productivity & collaboration. Pricing, features, and honest pros and cons.

Microsoft 365

4.6
Website

Microsoft 365 Copilot

4.0
Website
Category
Productivity & Collaboration
AI Copilots & Automation
Rating
4.6 / 5
4.0 / 5
Pricing
From $7/user/mo
$30/user/mo add-on
Best for
Firms standardizing on Excel-centric workflows with enterprise security
Microsoft-standardized firms wanting AI inside existing workflows
Key features
  • Word, Excel, PowerPoint desktop and web apps
  • Outlook email and calendaring with Exchange
  • Teams meetings, chat, and telephony options
  • SharePoint and OneDrive document management
  • Enterprise-grade security, compliance, and admin controls
  • Drafting and rewriting in Word and Outlook
  • Excel analysis, formula help, and data insights
  • Teams meeting recaps and action items
  • Grounding in tenant data via Microsoft Graph
  • Copilot Studio for building custom agents
Pros
  • Ubiquitous — Excel remains the lingua franca of PE analysis
  • Deep security and compliance tooling for regulated firms
  • One vendor covers email, docs, meetings, and storage
  • Zero new-tool adoption — AI lands where work already happens
  • Respects existing Microsoft 365 permissions and compliance
  • Meeting recap and email triage deliver quick, visible wins
Cons
  • Admin complexity across licensing tiers and add-ons
  • Teams and SharePoint UX draw persistent user complaints
  • July 2026 price increases raised per-seat costs
  • Doubles or more the per-seat cost on top of base licenses
  • Output quality varies by app; Excel depth still maturing
  • Requires tenant data hygiene to avoid oversharing risks