How to Get the Most Out of Microsoft 365 Copilot in 2026

A Inteligência Artificial (IA) já faz parte do nosso dia a dia e está a transformar a forma como trabalhamos. No entanto, para obter resultados reais, é essencial saber utilizá-la de forma responsável e estratégica.
 

How to use Copilot Responsibly

Microsoft has embedded six core AI principles into Copilot to ensure its use is ethical, safe, and effective:
 

• Fairness

AI systems must treat all people equitably.
 

• Reliability

AI must operate consistently and safely in real conditions.
 

• Privacy and security

User data must be protected and used transparently.
 

• Inclusiviness

AI should empower everyone, regardless of background or ability.
 

• Transparency

Users should understand how AI systems make decisions.
 

• Accountability

People—not machines—are ultimately responsible for AI outcomes.

Copilot always respects user permissions, and all interactions are logged to ensure transparency. However, no AI tool is infallible: inaccurate or incomplete responses may occur. Human oversight remains essential to ensure accuracy and context. 
 

Copilot Chat – Free Version

Copilot Chat is the free version of Microsoft 365 Copilot, allowing users to chat with Copilot and ask general questions. Although this version is not integrated into Microsoft applications, you can upload files (Word, Excel, etc.) and ask questions about them.

This option is ideal for experimenting with basic features, but if you need advanced capabilities, you may prefer a paid Copilot license.
 

Essential steps to prepare your company for Copilot

Before implementing Copilot, it is crucial to ensure that your organization is ready to make the most of this technology. Copilot performs best in well‑structured, secure environments that always respect user permissions. If sensitive information is accessible, it is not Copilot exposing it—it's your existing architecture. Preparing your environment and defining a strong strategy is key to minimizing risks and ensuring effective adoption.

Here are some recommended steps to prepare your company before activating Copilot:
 

• Data cleanup

Remove redundant or outdated data to avoid noise and unnecessary risks. Organize information within a well‑structured architecture and define clear retention and classification rules to ensure compliance and security.
 

• User adoption strategy

Prepare employees for change through training and awareness programs. Create champion networks—groups of voluntary or selected employees who act as ambassadors of the new technology—to support adoption and encourage two‑way communication. Start with a pilot project, learn from the results, and apply those lessons to future deployments. Finally, define metrics to measure success and monitor progress throughout the journey.
 

• Strategic alignment

Ensure that Copilot implementation is aligned with your organization's goals. Ask yourself: What problems do we want to solve? Who is the target audience? What is the long-term strategy? This alignment ensures that Copilot becomes an effective tool integrated into the company’s visi.

At Hydra iT, we help companies implement Microsoft 365 Copilot securely and efficiently, ensuring you get the most out of this technology. Take advantage of our Microsoft 365 Copilot training to empower your teams and accelerate adoption. Get in touch to discover how we can prepare your organization for the future of Artificial Intelligence.