The Copilot Compass

Navigating Copilot and Agents in Microsoft 365

By: April Dunnam

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eText | 12 May 2026

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In a world where AI is rapidly becoming embedded in everyday tools, this book helps you cut
through the noise to understand Microsoft's growing Copilot ecosystem and confidently choose the
right tool for the right task.

You'll start by untangling the different Copilot experiences in Microsoft 365. From there, you'll explore
agents, learning why they matter and how they enable powerful automation without requiring deep
coding skills.

Along the way, you'll get plain-language explanations of the buzzwords that make this space feel
overwhelming and a realistic view of what AI can and can't do. By the end of the book, you won't just
know the difference between a bot, a workflow, and an agent; you'll know exactly when each is the right
choice and how to apply them with confidence.

What You will Learn:

• Choose the right Copilot or agent for specific business scenarios
• Understand how large language models work behind the scenes
• Interpret common AI terminology without the jargon
• Distinguish between bots, workflows, and agents and when to use each
• Identify strong AI use cases and avoid common pitfalls

Who This Book Is For

Business users, developers and Power Platform makers