How To Use Copilot In Sharepoint | New Features, Tips & Tricks (2026)

Discover how to use Copilot in SharePoint with the newest features, practical tips, and real-world examples. In this tutorial, I start with a sales spreadsheet and show how Copilot can turn the data into polished dashboards, executive presentations, Word documents, and even an interactive HTML dashboard. You’ll also see how Copilot can help share files, organize content, apply approved branding and layouts, and save repeatable workflows as reusable skills for your team. Copilot in SharePoint requires the full Copilot Premium license to be able to use. https://www.microsoft.com/en-us/microsoft-365/try-copilot/business

This is a hands-on look at how SharePoint Copilot can move beyond simple summaries and help you create, analyze, automate, and collaborate more efficiently. Whether you’re building executive reports, managing team content, or looking for smarter ways to work in Microsoft 365, these new SharePoint Copilot capabilities can save serious time.

???? Table of contents
0:00 Introduction
0:14 Create Excel dashboards in a new Workbook based on a spreadsheet
2:00 Create a HTML dashboard based on an Excel file
3:10 Update the Dashboard with filters
3:57 Create a press release in Word using a spreadsheet
4:57 Create a PPT deck based on a spreadsheet
5:57 Summarize a file
6:17 Creating a FAQ on a document
6:42 Creating an audio overview from a document
7:23 Share a file with a person
7:55 Organize my files and folders

NOTE: This is a personal project and the opinions expressed in this video are my own, not those of my employer (Microsoft)

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