Working with Microsoft Copilot

Use Copilot every day without putting client data at risk with Working With Microsoft Copilot, a training built for financial services professionals who want to use Copilot confidently and securely.

You’ll learn how Copilot works across your workday:

• Copilot’s five surfaces: Copilot Chat in Work mode, Copilot Chat in Web mode, Word, Outlook, and Teams
• Why each surface behaves differently even though they all run on the same underlying AI engine
• When to use Work mode, which can access your email, files, and Teams conversations
• When to use Web mode, which searches only the internet

The module also covers how Enterprise Data Protection keeps your data secure when you’re signed into your work account, so you can use Copilot with confidence.