Forum Discussion

DylanBrown's avatar
DylanBrown
Copper Contributor
Oct 09, 2025

Making CoPilot Work for our Organisation

We're currently exploring how Microsoft Copilot can be used to support our bid writing process, and I’d really appreciate some insights or examples from others who’ve tried anything similar or just have a good understanding of CoPilot.

What We’re Trying to Do

We’d like Copilot to help us write and draft bid responses by referencing information already stored across our SharePoint libraries — including past bids, case studies, and company information — and then generate new content in our tone, structure, and style.
In essence, we want Copilot to act like an “internal bid writer” that knows our history and can draw on it intelligently when producing answers.

What We’re Trying to Understand

I’m trying to get clarity on a few key things:

  • What does GPT-5.0 actually bring to Copilot — is it just better reasoning and writing, or does it enable deeper integration with our Microsoft 365 data?
  • What do we need to do (technically or in terms of setup) to let Copilot “see” our environment — e.g., access our SharePoint libraries and use that content effectively? I've saw some things around Microsoft Graph being enabled.
  • What’s the practical difference between using Copilot and using ChatGPT for this type of work?

We’ve also tried getting Copilot to fill in Excel sheets using data from SharePoint, but it doesn’t seem to behave as we expected. Is this something Copilot can’t currently do, or are we just approaching it the wrong way?

What We’d Love to Learn

  • What are the best practices for helping Copilot understand and use your SharePoint content effectively?
  • Has anyone successfully used Copilot for bids, PQQs, tenders, or document generation?
  • Any examples or use cases you can share of how you’ve made Copilot genuinely useful in a business context would be hugely appreciated.

Thanks in advance — it’d be great to hear how others are making the most of Copilot in real-world scenarios.

 

1 Reply

  • PeterForster's avatar
    PeterForster
    Iron Contributor

    Hi,

    let's dive into your questions:

    1. There is no deeper integration with your data in GPT-5; it is simply a more advanced language model with improved reasoning and response capabilities.
    2. Access to your SharePoint data is enabled by default and handled via the GraphAPI, which respects existing content permissions. When the first Microsoft 365 Copilot license is added to your tenant, a semantic tenant index is automatically created for SharePoint data. Once a license is assigned to a user, a personal semantic index is generated for their mailbox and OneDrive data.
    3. Regarding data protection: Microsoft does not use your data to train the underlying model. For customers within the EEA, Microsoft 365 Copilot complies fully with the EU Data Boundary and GDPR requirements. This is an enormous difference (by default) to ChatGPT.
    4. Regarding your requirement to generate bids based on historical data: this functionality must be configured within a dedicated agent. A default agent can only respond to queries based on the data provided. To generate such documents, very specific instructions tailored to your use case are required. We have developed various types of agents, such as those for tenders. With clearly defined instructions, the results can be significantly improved.

Resources