Microsoft 365 Copilot is rolled out, the icon sits in Outlook, Teams, and Word, and not much has changed. A few people use it to recap meetings; everyone else clicked it once and moved on.
Meanwhile IT is asking whether Copilot surfaces files nobody should see. Both problems have the same cause: Copilot was deployed, but never adopted.
Microsoft Copilot training for employees
Microsoft Copilot training from Specialty Tokens starts before the first session. With your IT team we confirm who has which license, which departments take part, and whether sharing in SharePoint, Teams, and OneDrive is what it should be. Where Copilot should reach your CRM or ERP, we set that up first. In the session, participants work on their own mailbox, meetings, and files, on site in the US, the UK, and Europe.
Copilot Chat or Microsoft 365 Copilot
The first question before any training: what do your people actually have? This is how Microsoft describes the two options (as of October 2026; Microsoft now calls them Microsoft Copilot Chat and Microsoft Copilot):
| Copilot Chat (no add-on license) | Microsoft 365 Copilot (paid license) | |
|---|---|---|
| Requires | Eligible Microsoft 365 plan, e.g. Business Basic, Standard, Premium, E3, E5 | Copilot license plus an eligible base plan |
| Work data | Mainly web; company content only when uploaded, open, or in supported Outlook scenarios | Automatic through Microsoft Graph and Work IQ: email, meetings, chats, files, sites |
| Apps | Copilot app, Edge, Outlook, Teams; Word, Excel, PowerPoint limited or not at all, depending on plan | Full Copilot in Word, Excel, PowerPoint, OneNote, Outlook, and Teams, with priority access |
| Agents | Web-grounded agents; work-data agents pay-as-you-go | Agents on web and work data, plus Researcher and Analyst |
| Data protection | Enterprise data protection, EU Data Boundary | Same, plus admin tools such as SharePoint Advanced Management |
So people with Copilot Chat learn to feed it the right content on purpose; people with the license learn to ask across their mailbox, meetings, and files. We train both and show on real tasks which roles need the full license. Pricing is for you and your Microsoft reseller.
What to check in SharePoint before rollout
Copilot only sees what a user can open, but Microsoft states that SharePoint sharing defaults to the most permissive option. Before the training we check with your IT team:
- Sharing settings for SharePoint and OneDrive, including the default link type and link expiration.
- Broad sharing: sites shared with Everyone except external users, or with many Anyone links, found through the data access governance reports.
- Inactive and ownerless sites: clean up or archive them, so Copilot works from current content.
- Sensitive sites: hide them from Copilot with Restricted Content Discovery, or limit them to one group with Restricted Access Control.
- Meetings: turn on transcription in Teams where it fits your policy, because Copilot can only answer about a meeting afterwards if it was transcribed or recorded.
Typical content
- Outlook and Teams: summarize threads, draft replies, catch up on missed meetings.
- Word and PowerPoint: draft from existing documents, tighten text, turn a report into a deck.
- Excel: analyze data, explain formulas, spot outliers, and check the results.
- Agents: Researcher for multi-step research, Analyst for data analysis, and simple agents for the department.
- Rules: what Copilot can see, what must be checked, and which data goes where.
Copilot training providers and formats compared
Specialty Tokens is one of the providers in this table and wrote this page.
| Format | Strength | Fits when | Doesn't fit when |
|---|---|---|---|
| Microsoft material (Microsoft Learn, Copilot Skilling Center, Copilot Success Kit) | Free, available now, role-based | Motivated individuals want the basics | Whole departments should change how they work |
| Open course, e.g. Microsoft's one-day MS-4004 via a training company | Fixed dates, official curriculum, bookable per person | A few people need a structured feature overview | Practice should happen on your own data and permissions |
| Online course (e.g. Coursera, Udemy) | Cheap, self-paced, any time zone | Individuals learn on their own schedule | You need adoption across teams, not completions |
| In-house Copilot trainer | Tailored to your company | Teams should start together | You also need agents or CRM and ERP integrations |
| Specialty Tokens | Training in your tenant plus delivery: permissions, agents, integrations | Copilot should go into real workflows, department by department | You only want a low-cost basics course for individuals |
Leaders cover value, licensing, and governance in their own session, see AI training for executives.
Copilot, ChatGPT, Claude, or Gemini
When the workday happens in Outlook, Teams, and Excel, Copilot is usually the natural choice. Teams working mainly in Google Workspace are better served by Gemini. For deep work on long documents, ChatGPT or Claude can be stronger. The full comparison is in ChatGPT vs Copilot vs Claude vs Gemini.
Departments that need their own agents continue with Copilot Studio training. Recurring work that should run on its own fits Power Automate training. Everything built in the training is yours, with no per-seat fees to us and no lock-in. This training is part of our AI training for employees.
