You’re not alone if you’ve heard the term “Copilot” and thought it was just one tool. Microsoft Copilot is a brand that includes multiple experiences—and knowing which one you’re using makes a big difference.There are two main types:

Copilot for Microsoft 365 (M365)

Embedded in Word, Excel, Outlook, and Teams. It can analyze spreadsheets, summarize meeting transcripts, and even draft emails using CRM data. But it only works well if your permissions are set up correctly.

Copilot Chat Web Experience

Available at copilot.microsoft.com. It’s free with a Microsoft account and great for general tasks, but it doesn’t access your internal files.

You can also add workflow-specific tools for sales, service, and finance. These help Copilot pull in CRM context and generate smarter notes and reports.

Why this matters for staffing firms

If you’re summarizing resumes or prepping client reports, M365 Copilot can save you hours. But if you’re just starting, the web version is a safe, simple way to explore.

Want the full breakdown—including how to access Copilot and what to expect? Talk with us or read our guide here.