Private Equities

Microsoft 365 Copilot

AI assistant embedded across Word, Excel, Outlook, and Teams

4.0$30/user/mo add-onBest for Microsoft-standardized firms wanting AI inside existing workflows
AI Office Enterprise

Overview

Microsoft 365 Copilot embeds generative AI into the Office apps firms already use — drafting in Word, analyzing in Excel, summarizing threads in Outlook, and recapping meetings in Teams — grounded in your tenant's data via Microsoft Graph. It is sold as an add-on at $30/user/month for enterprise plans, with a cheaper Business add-on for smaller organizations, plus Copilot Studio for custom agents.

Key features

  • 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

  • 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

  • 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

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