Copilot / Copilot Accounts & Source Grounding
Copilot: separate public information from internal context
Decide which facts need public documentation and which come from your organization's approved records. Keep the two evidence sets labeled.
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 separate public information from internal context. 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
Decide which facts need public documentation and which come from your organization's approved records. Keep the two evidence sets labeled. 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.
Compare this internal rollout requirement with the linked public product documentation. Separate internal policy from vendor capability and identify conflicts.Review the result
Verify that an internal preference is not described as a product limitation, or the reverse. Record each correction and its supporting source.
If the answer is wrong or incomplete
Combining sources can blur authority. Preserve which organization owns each requirement and who can resolve a conflict. 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.