Copilot / Copilot Accounts & Source Grounding
Copilot: identify the Microsoft Copilot experience you are using
Record whether you are in the consumer Copilot app, Microsoft 365 Copilot Chat or an in-app work experience. Note the signed-in account without sharing credentials.
Environment and inputs: Copilot user guide · Feature and source access depend on the active account, app and organization settings. Optional file or app steps have a text-excerpt fallback. No fixed model version, price or usage quota is assumed.
What you will make
A practical Copilot guide to identify the Microsoft Copilot experience you are using. Use the sample input and prompt, then check the result. Use a fictional Microsoft 365 workplace task as the practice setting. Identify the file or excerpt that supports the requested result.
Prepare the source and scope
Record whether you are in the consumer Copilot app, Microsoft 365 Copilot Chat or an in-app work experience. Note the signed-in account without sharing credentials. Open your available Microsoft Copilot experience and confirm whether it can read the intended work source.
Try this prompt
In Copilot, provide the prepared input, then send the following request. For real work, replace fictional details with approved facts.
Create a checklist to identify my Copilot surface, account type, available source options and relevant administrator settings before following a work-data tutorial.Review the result
Compare the checklist with the visible app and licensed capabilities rather than assuming a screenshot from another account applies. Record each correction and its supporting source.
If the answer is wrong or incomplete
These guides cover Microsoft Copilot. GitHub Copilot is a separate coding product and its setup instructions do not establish Microsoft 365 access. If the active Copilot surface cannot access the file or app, paste an authorized excerpt into chat. Keep the same review criteria for the text-only workflow.
Practice and completion check
Repeat with one incomplete input. Check the answer against the review criteria, remove unsupported claims and save the prompt with its source version. This workflow has not been verified in a customer deployment.