Microsoft Copilot Co-Work

Microsoft Copilot Cowork can carry out tasks on your behalf. You describe what you need, and Cowork sends emails, schedules meetings, creates documents, posts in Teams, and manages your calendar. You approve each action before it happens. Cowork carries out tasks across your Microsoft 365 environment. Rather than describing what you could do, it does the work. Copilot Cowork is built to help Copilot take action, not just chat.

Smart Calendar & Focus Protection

Automatically evaluate Outlook schedules, flag low-value meetings, resolve booking conflicts, and establish dedicated focus blocks alongside auto-generated meeting prep materials.

Automated Meeting Packet Generation

Consolidate inputs from emails, chats, and files to automatically generate client-ready briefing documents, analytical reports, and presentation decks stored natively in Microsoft 365.

Deep Financial & Market Research

Gather earnings reports, SEC filings, and news sources to compile cited executive summaries, structured research memos, and pre-formatted Excel workbooks with labeled datasets.

Launch Planning & Competitive Intel

Build competitive comparison matrices in Excel, synthesize core differentiators into value proposition documents, and

How Copilot CoWork Works Inside Dynamics 365

Microsoft Copilot CoWork functions as an autonomous digital teammate embedded directly within your Dynamics 365 ecosystem. By orchestrating multi-agent workflows across Microsoft Dataverse, Power Platform, and Microsoft 365, Copilot CoWork handles complex multi-step tasks in the background—from automated meeting packet generation and deep market research to cross-departmental operational planning—allowing your workforce to transition from tedious execution to high-level strategic oversight.

Work smarter with Microsoft Copilot CoWork

From to-dos to done

Manage email workflows

Cowork can draft, reply to, forward, and send emails through Outlook. It can sort emails into folders, delete emails, respond inline, and create HTML newsletters. The most common uses are drafting follow-ups after meetings and turning long email threads into stakeholder summaries.

Schedule and manage meetings

Cowork can schedule meetings using natural language, move events, decline meetings with a message to the organizer, and create focus time blocks. It can prepare daily briefings and meeting intelligence for upcoming conversations. Calendar changes affect other people's schedules, so reviewing proposed changes before approving is not a formality.

Create and edit documents

Cowork can build Word documents, Excel spreadsheets, PowerPoint presentations, and PDFs from scratch, and it can revise a file you share with it. Either way, it saves the result as a new file in your OneDrive Cowork folder instead of changing the original in place. That is annoying if you expected in-place editing, but it is by design, not a bug.

Post and coordinate in Teams

Cowork posts to Teams channels and sends 1:1 or group direct messages, including formatted cards with structured data. Review messages before posting, especially in channels with external participants.

Search and organize work context

Cowork searches across your organization through Enterprise Search and pulls together information from multiple sources with the Deep Research skill. It can browse OneDrive and SharePoint folders and reorganize files into new or existing folders. One firm limit: Cowork cannot delete files or folders by design.

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