Microsoft 365 Copilot

Microsoft 365 Copilot

Microsoft 365 Copilot brings CRM data into Outlook and Teams.

Oximy ResearchUpdated 18 September 2026

Overview

A
Transparency
7 / 10
Trust
92 / 100
Chat assistantRedmond, USMicrosoft

Trains on your data

Free
No
Paid
No
Opt-out
Yes

Incidents

4
  • mediumCVE-2026-55946 - Vulnerability Details - OpenCVE
  • mediumCritical Copilot vulnerability allowed hackers to steal 2FA code from users
  • mediumMicrosoft finally patches critical one-click Copilot vulnerability, almost eight months after learning of it
SOC 2ISO 27001GDPRHIPAACCPAISO 27017ISO 27018ISO 27701

Assessed SEP 21, 2026 · Checked by hand SEP 21, 2026

Microsoft confirms no foundation-model training for current consumer and business Copilot, four compliance frameworks, scoped provider ZDR and four distinct remediated vulnerabilities.

Trust breakdown

A

92 / 100

Overall trust score

Data safetyComplianceIncidentsLegal
Data safety100
Compliance100
Incidents70
Legal87

Data and privacy

Trains on your data

No training on user data

Storage regions

USEU

Sub-processors

Not disclosed

Data retention

OpenAI offers Zero Data Retention for the Responses API used by Microsoft, subject to the limitations and feature-specific data handling practices for Responses API described in OpenAI's Data controls in the OpenAI platform documentation.

Deletion: Your users can delete their Copilot activity history, which includes their prompts and the responses Copilot returns, by going to the My Account portal.

Incidents

Powered by

OpenAI models (including GPT-5 and newer)Anthropic models (Claude Sonnet 4, Claude Opus 4.1)Microsoft's own AI models (e.g., Azure OpenAI, Black Forest Labs FLUX)
Proprietary model

Microsoft Copilot leverages a combination of AI models from third-party providers like OpenAI and Anthropic, as well as its own internally developed and hosted models. The specific model used can vary depending on the task and user settings, with real-time model routing to select the most appropriate model.

Integrations and access

Integrations

API: Yes

Available on

Web
iOS
Android
macOS
Windows
Linux
Extension
CLI

Pricing

Microsoft 365 Personal

$9.99/mo

For 1 person, 1 TB of secure cloud storage, Word, Excel, PowerPoint, and Outlook desktop apps with Microsoft Copilot, Advanced Copilot chat with higher usage than free, higher usage for visual AI assistance, higher usage for AI-generated audio, use Copilot in select apps with work files in a secure way, higher usage for AI image creation, all-day video calling and Copilot in Teams, identity, data and device security.

Microsoft 365 Family

$12.99/mo

Everything in Microsoft 365 Personal, plus: For 1 to 6 people (AI subscription owner only), each person can use on up to 5 devices simultaneously, up to 6 TB of secure cloud storage (1 TB per person).

Microsoft 365 Premium

$199.99/year

Everything in Microsoft 365 Family, plus: Advanced Copilot chat with extensive usage, extensive usage for visual AI assistance, extensive usage for AI-generated audio, access to Copilot features currently exclusive to Premium & Pro, limited usage for agentic AI that gets things done for you including advanced research and analytics, extensive usage for AI image creation.

Microsoft 365 Pro

Not disclosed

Everything in Microsoft 365 Premium, plus: Advanced Copilot chat with highest usage, highest usage for agentic AI that gets things done for you including advanced research and analytics, highest usage for visual AI assistance, highest usage for AI-generated audio.

Microsoft 365 Copilot

Custom

Microsoft 365 Copilot is available for $30.00 user/month, paid yearly (annual subscription–auto renews). A separate license for a qualifying Microsoft 365 plan is required. Also, Microsoft 365 Copilot Chat is available at no additional cost for all Microsoft Entra account users with an eligible Microsoft 365 subscription. An Azure subscription is required to use agents. Prepaid Microsoft Copilot Studio capacity packs are also available.

View pricing page

Prices as listed on SEP 21, 2026; check the vendor's page.

Moat and openness

7/ 10
Moat 7 out of 10

Moat

  • Proprietary Model
  • Proprietary Data
  • Network Effects
  • Switching Costhigh
  • Unique UX
  • Distributionhigh

Microsoft Copilot benefits from a strong distribution advantage through its deep integration with the ubiquitous Microsoft 365 ecosystem, creating high switching costs for existing enterprise users. While it leverages third-party models, its proprietary model routing, unique UX, and access to vast proprietary user data within Microsoft 365 applications contribute significantly to its defensibility, moving it beyond a mere API wrapper.

5/ 10
Openness 5 out of 10

Openness

  • Open model weights
  • Published research
  • Open source contributions
  • Transparency reports
  • Public safety evals

Microsoft demonstrates moderate openness through its commitment to publishing transparency reports, including a dedicated Responsible AI Transparency Report, and its active participation in open science initiatives. They also contribute to open-source projects and provide data summaries and model cards for some of their AI models, such as MAI-Image-1 and Phi-4-Reasoning. However, they do not appear to openly release model weights or public safety evaluations for all their AI models.

Timeline

  1. 2024-05Microsoft launched Copilot+ PCs, a new category of Windows 11 laptops optimized for on-device AI with powerful Neural Processing Units (NPUs). A flagship feature introduced with these devices was Recall, an AI-driven capability.
  2. 2024-05Microsoft released Copilot Studio, empowering businesses to build custom 'mini-Copilots' using a low-code or no-code interface.
  3. 2023-11Microsoft 365 Copilot became generally available for enterprise customers on November 1, along with Microsoft 365 Chat, a new AI assistant.
  4. 2023-11Bing Chat and Bing Chat Enterprise were rebranded as Microsoft Copilot to simplify the user experience.
  5. 2023-09Microsoft announced Copilot, unifying various AI capabilities into a single experience available in Windows 11, Microsoft 365, Edge, and Bing. It began rolling out in its early form as part of a free update to Windows 11 on September 26.

Company

Microsoft

Founded
1975
HQ
Redmond, Washington, U.S.

Popularity

150M

monthly visits

high tierlow risk

Notable customers

FiservINGUniversity of KentuckyUniversity of ManchesterU.S. Department of the Interior

Microsoft Copilot holds a smaller but strategically significant share of the AI chatbot market, with an 11.5% paid subscriber share as of January 2026, trailing ChatGPT and Google Gemini.

Value and ROI

What it should move: It reduces seller administration and improves CRM records.

Best fit

It fits Microsoft 365 teams that use Salesforce or Dynamics as their CRM.

The catch

Sellers need to use Copilot's active CRM connection; check their CRM work when assessing adoption.

  • KPN: Uses Microsoft 365 Copilot for Sales with its CRM to support marketing and sales productivity.[1]

In our stacks for

References