Microsoft 365 Copilot app learning series: From research to polished outputs

Work today often spans chats, files, meetings, and tools. Our latest Microsoft 365 Copilot app learning series explores how connected experiences like Researcher, Copilot Pages, Copilot Notebooks, and Create can support workflows that move work from research and planning to collaboration and content creation.

Across the series, you’ll see practical scenarios for organizing information, building shared context, creating content, and turning ideas into shareable outputs.

Here’s what we will cover:

Researcher agent: Generate structured, source cited reports

Researcher in the Microsoft 365 Copilot app is designed to help with multi-step research tasks using web information and the work content you already have access to, such as files, emails, meetings, and chats.

In this session, you’ll learn how to:

• Start with a research question and refine the scope
• Build structured reports with cited sources
• Adjust research direction to stay focused on your scenario
• Review summaries, visuals, and references before sharing results
• Export or adapt content into formats such as Word, PowerPoint, or PDF, when available

This session is especially useful for market research, competitive analysis, planning, and stakeholder preparation where source visibility and review are important.

Presenters: Carl Mekala and Leo Daniel Gnanamanickam

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Copilot Pages: Turn chat responses into editable, shareable content

Copilot Pages helps you take a Copilot response and turn it into content you can edit, refine, and collaborate on with others.

In this session, you’ll learn how to:

• Generate a structured draft from Copilot Chat
• Continue working in a Copilot Page
• Revise, expand, or reformat content using Copilot
• Tailor content for different audiences and use cases
• Share Pages for real-time collaboration across Teams, Outlook, or the Microsoft 365 app, depending on availability

This session is useful for brainstorming and content drafting, where teams need to turn ideas into shared, polished outputs.

Presenters: Cora Chen and Oby Omu

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Copilot Notebooks: Organize project materials and get insights

Copilot Notebooks is designed to provide a focused workspace where you can bring together project materials such as files, notes, Pages, and other references to keep work grounded in the context you choose.

In this session, you’ll learn how to:

• Bring project references into one organized workspace
• Use Notebook overviews to identify themes and insights
• Guide responses with custom instructions
• Ask questions grounded in your selected references
• Generate supporting materials such as summaries or audio overviews, when available
• Collaborate while managing sharing and permissions settings

This session is especially helpful for ongoing projects that involve multiple content sources, project planning, and cross-team collaboration.

Presenters: Medha Madangarli and Derek Liddell

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Create: Turn ideas into branded visuals

Create can be used to generate visual assets and creative content from prompts, project context, and available brand resources.

In this session, you’ll learn how to:

• Generate visual concepts from prompts
• Apply brand kits and brand elements, when available
• Create social-ready assets such as carousel posts
• Turn presentations into short videos or other shareable formats, when available
• Refine outputs so they better align to your audience, message, and brand guidance

This session is useful for teams exploring practical ways to create shareable visual content while keeping brand alignment part of the process.

Presenters: Ludo Ulrich and Ray Curiel

Watch video.

Keep learning

Have questions after watching the series? Join us on Tuesday, June 30, for a live Ask Microsoft Anything (AMA) with product experts focused on real-world scenarios, product tips, and questions from the community.

Whether you’re getting started or exploring advanced workflows, the AMA is a chance to hear practical guidance and learn how others are using Microsoft 365 Copilot app experiences in their everyday work.

Register here.

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