Learn how to differentiate between and utilize Copilot Chat and Microsoft 365 Copilot. This guide outlines specific features, data access levels, and security protections to help you choose the right tool for your tasks while ensuring sensitive information remains protected.
Understanding the Two Versions
There are two primary ways to access Copilot. While both use advanced AI models like GPT-4o and DALL-E 3, they differ in the data they can access and how they interact with your files.
| Version |
Description & Data Access |
Licensing & Eligibility |
| Copilot Chat |
A web-based tool with access to public internet data via Bing Search. Users can upload specific files (up to 1MB) for analysis. |
Available at no cost to all active faculty, staff, and students. |
| Microsoft 365 Copilot |
Integrated directly into Office apps. Can access all your Microsoft 365 data, including emails, calendar, Teams chats, and OneDrive/SharePoint files. |
Requires a specific paid license. Check the Software Catalog for current pricing and availability. |
Decision Matrix: Which Tool Should You Use?
Use the table below to determine which version of Copilot is best suited for your specific project needs.
| If you need to... |
Use Copilot Chat (Web) |
Use M365 Copilot (Apps) |
| Research a public topic or website |
YES |
Limited |
| Summarize a Teams meeting or chat |
No |
YES |
| Analyze an Excel spreadsheet |
Limited |
YES |
| Generate images (DALL-E 3) |
YES |
YES |
| Draft an email based on a thread |
No |
YES |
| Write code or extract text from an image |
YES |
YES |
How to Access and Use
Quick Access: To open the chat pane in any Microsoft App, select the Copilot icon in the Ribbon (Home Tab). For web access, visit the official Copilot Chat website and sign in with your institutional credentials.
Application Specific Features
- Word: Summarize long documents, draft sections from scratch, or rewrite for clarity.
- Excel: Analyze trends and create visualizations without complex manual formulas.
- Outlook: Summarize long email threads and draft professional responses instantly.
- PowerPoint: Generate slide summaries and get audience Q&A suggestions to prepare for presentations.
- OneNote: Organize handwritten or typed notes into structured to-do lists and project plans.
Security & Data Protection
Internal Data Protection Notice
Microsoft Copilot ensures that all university data remains secure within our protected tenant. Prompts and responses are protected under our Enterprise Data Protection agreement and are never shared with OpenAI or used to train public models.
Review Required: Users are responsible for reviewing AI-generated output. Always handle responses containing confidential or highly sensitive data according to institutional classification policies.
GUIDELINES & CONSTRAINTS
| Category |
Policy / Requirement |
| Eligibility |
Access is tied to active status. Retirees and alumni typically lose access upon leaving the organization. |
| Supported Browsers |
Microsoft Edge, Chrome, Safari, and Firefox. (Note: Linux users may encounter Firefox issues). |
| Prohibited Tools |
Third-party bots (Otter.ai, Read.ai, etc.) are prohibited as they do not have data protection agreements. |