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Copilot Chat, Microsoft 365 Copilot and Copilot Studio: differences and when to use each one

Microsoft Copilot is no longer a single tool, but an ecosystem of AI solutions for different business needs. Copilot Chat, Microsoft 365 Copilot and Copilot Studio share the same AI base, but they do not serve the same purpose. In this article we explain what each one is, how they differ and how to choose the most suitable option for your company.


When Microsoft launched Copilot, it called it “Your everyday AI companion.” But beyond the claim, what it was really doing was something much more ambitious: unifying all of its artificial intelligence capabilities into a single experience, to help users search for information, generate content and carry out their day-to-day tasks.

At the time, Copilot was perceived primarily as a conversational assistant. However, what has happened since then is a much more profound evolution: today it is no longer just a chat, but an AI that combines work context, organizational data and web information to help you move faster in your day-to-day life.

And that’s where the disconnect arises. Many organizations have stuck with that first idea of Copilot, without being fully aware of the extent to which it has evolved. The result: it is used on an ad hoc basis, it is underused or, directly, it is not understood what role it can really play within the business.

To take advantage of the full potential of artificial intelligence in companies, the first thing is to be clear about what we are talking about when we talk about Microsoft Copilot.

What is Microsoft Copilot

Microsoft Copilot is Microsoft’s proposal to bring artificial intelligence to everyday work. A set of solutions designed to help you do your job better: from writing and summarizing, to analyzing information, generating ideas or automating tasks.

However, when we talk about Copilot, we are not talking about a single tool. Just as its concept has evolved, so have its component solutions.

Today, under the Microsoft Copilot umbrella, different ways of applying AI in the enterprise coexist. And understanding that difference is key, because not all of them do the same thing or are intended for the same type of use.

Within this ecosystem, there are three major pieces that should be kept in mind:

  1. Copilot Chat.
  2. Microsoft 365 Copilot.
  3. Copilot Studio.

Each one responds to a different level of use of artificial intelligence: from the most general access, to the integration in work tools or the creation of proprietary solutions adapted to the business.

What is Microsoft Copilot Chat: the gateway to generative AI?

Copilot Chat is Microsoft’s artificial intelligence conversational assistant, designed so that any user can ask questions, generate content or receive help in day-to-day tasks using natural language.

It is available for both individual users and corporate environments, and can be used directly from the browser, integrated into tools such as Edge or accessed from within the work environment.

Any profile, from business to IT, can use it to better understand a topic, advance a task or generate a first draft without the need for technical knowledge or complex configurations.

Key aspects about Copilot Chat:

  • It is free and does not require a Microsoft 365 Copilot license, allowing you to start using AI immediately and with no barriers to entry.
  • In its standard use, Copilot Chat does not work with the user’s entire Microsoft 365 context as Microsoft 365 Copilot does. It can use the user’s input into the conversation and the capabilities enabled by the organization.
  • It can be used securely in corporate environments, thanks to enterprise data protection.
  • Its value is in helping you think, write or structure information quickly, but not in working on the specific business context.

All in all, Copilot Chat becomes the ideal starting point for bringing AI into the enterprise, but that’s not where all the value is.

What is Microsoft 365 Copilot: AI integrated into everyday work

Microsoft 365 Copilot goes one step further than Copilot Chat by integrating artificial intelligence directly into Microsoft 365 work tools such as Outlook, Teams, Word, Excel or PowerPoint.

Unlike Copilot Chat, here we are not just talking about an assistant you ask questions to, but an AI that works with you within the applications you use every day: it helps you prepare PowerPoint presentations, writes Word documents and helps you clean, analyze and organize tables in Excel.

The most valuable thing about Microsoft 365 Copilot and what sets it apart from many other AI solutions is that it works with your business context in a secure way.

That is, it not only responds to what you ask, but also has access (respecting permissions and security policies) to your emails, documents, meetings and conversations, which allows it to provide much more relevant answers and actions.

In addition, the AI agents themselves within Microsoft 365 Copilot, such as the Analyst, Researcher and Facilitator, are designed to help you with more complex processes, such as analyzing information, researching topics in depth or energizing meetings.

Key aspects about Microsoft 365 Copilot:

  • Requires a Microsoft 365 Copilot license as it is part of the enterprise environment.
  • It has access to the organization’s internal data in a secure way, respecting permissions, roles and security policies.
  • It integrates directly into the work tools, without the need to change environment or application.
  • It works with the user’s real context, using e-mails, documents, meetings and conversations.
  • Automate tasks and speed up processes, not just generate content.

With all this, Microsoft 365 Copilot marks the point at which artificial intelligence ceases to be a one-off support and starts to become a real part of everyday work, helping you to move forward with context, automate tasks and make better decisions.

Therefore, to get real value, it is not enough to activate the license: it is key to work on the adoption of Microsoft 365 Copilot with clear use cases, training, best practices and an appropriate governance model.

And there is one more step. Because it is one thing to use AI within the work tools and quite another to adapt it to your own processes, needs and business logic.

And that’s where Copilot Studio comes in.

What is Copilot Studio: create customized agents for your company?

Copilot Studio is Microsoft’s platform for creating and customizing AI agents tailored to business processes and needs.

Unlike Copilot Chat or Microsoft 365 Copilot, here it’s not about using the AI as it comes, but building it to suit you.

For example, you could create an agent that helps the sales team to prepare offers following the same structure, or one that provides internal support by answering questions about processes or tools.

Moreover, it is designed to make this accessible: it is a low-code platform, allowing you to create AI agents without having to develop from scratch, combining configuration, connectors and natural language.

Key aspects about Copilot Studio:

  • It allows the definition of specific use cases, it is not generic: each agent is designed for a task or process.
  • It works as a low-code platform, combining configuration, connectors and natural language.
  • It connects with company systems and data, to work with real information.
  • You can execute actions, such as launching processes or querying internal applications.
  • It can be integrated into different channels, such as Teams or internal applications.
  • It includes control and supervision, to review how the agents act.

Differences between Copilot Chat, Microsoft 365 Copilot and Copilot Studio

Although they share the artificial intelligence base, each solution has a different objective.

SoluciónObjetivo principalUsuario típicoMejor uso
Copilot ChatAyudarte a pensar, redactar y avanzar en tareas puntuales.Cualquier empleado.Ideación, redacción, resúmenes, consultas y productividad individual.
Microsoft 365 CopilotIntegrar la IA en las herramientas de trabajo.Usuarios de Microsoft 365 con licencia de Copilot.Trabajar con contexto real dentro de Word, Excel, PowerPoint, Outlook y Teams.
Copilot StudioCrear soluciones de IA adaptadas al negocio.Equipos de negocio, IT, operaciones o innovación.Automatización de procesos, asistentes específicos y agentes personalizados.

Simply put:

  • Copilot Chat helps any user get started with AI.
  • Microsoft 365 Copilot helps you work better within the Microsoft 365 environment.
  • Copilot Studio helps to create AI solutions tailored to specific processes.

Which one to choose according to your company’s needs

If your company wants to start testing generative AI in a simple way, Copilot Chat is the starting point.

If your employees already work with Outlook, Teams, Word, Excel or PowerPoint and need to save time on daily tasks, Microsoft 365 Copilot is the right choice.

If you want to create customized wizards connected to internal processes, systems or data, Copilot Studio is the solution for you.

If you’re looking for a complete enterprise AI strategy, the usual approach is not to choose one, but to combine all three incrementally. Organizations that get it right will not only save time, but will be able to improve collaboration, make decisions with more context, and transform entire processes with artificial intelligence.

People aligned with AI icons representing the use of artificial intelligence agents in enterprise environments.

AI agents: real-world examples and how they are applied in companies

If you search for information on AI Agents, you’ve probably come across diverse definitions, hard-to-land promises and many examples that, at bottom, don’t fit the use cases you have in mind for your company.

Therefore, in this article we are going to talk about real examples of AI Agents in companies. Cases that are already in production, with clear objectives and tangible results.


What is an AI Agent (and what is not)?

Many unrealistic expectations about AI Agents are born precisely in their definition. Therefore, before going into specific examples, it is useful to clarify concepts:

Practical definition of AI Agent

In a business context, an AI Agent is a system that:

  • It has a specific and limited objective.
  • It operates with a certain degree of autonomy, without constant intervention.
  • Uses real data and context of the organization.
  • He is able to act, not just answer questions.

The key difference is not that it has a conversational interface, but that it understands the context, makes decisions within limits and executes useful actions.

Why a chatbot is not necessarily an Agent

A traditional chatbot answers what is asked. That can be useful, but it tends to fall short in complex environments.

An AI Agent, on the other hand, can:

  • Access to corporate systems.
  • Cross-reference information from different sources.
  • Apply business rules.
  • Launch processes or generate directly usable results.

So, although many Agents “talk,” not everything that talks is an AI Agent.

What does an AI Agent need to function in a real-world environment?

In companies, Agents do not operate in isolation. They need:

  • Reliable and well-governed data.
  • Integration with existing systems (ERP, CRM, document management, etc.).
  • Clear rules about what they can and cannot do.
  • Safety and control by design.

When any of these elements fail, the agent is often left with an interesting… but not very useful test.

Real examples of AI Agents in companies

This is where the concept ceases to be abstract. The following examples are not theoretical: they are AI Agents that are already in use, integrated in the day-to-day life of organizations with complex processes and systems.

AI agent to democratize access to complex systems like SAP

In many companies, SAP is a critical source of information. The problem is that consulting it well often requires specific knowledge, which leads to dependency and bottlenecks.

In this case, the AI Agent acts as a natural language access layer over SAP:

  • Interpret questions as they would be asked by any business user.
  • Consult the structured information of the system.
  • It returns understandable answers, without the need to know transactions or internal structures.

The value is not in the conversation itself, but in reducing dependence on expert profiles and streamlining access to key information.

Find out how an AI agent enables CAFOSA to access SAP information in natural language. >

AI agent for accessing corporate information

Another common scenario: the information exists, but it is spread across documents, intranets, repositories and different tools. Finding what you need takes time and, often, frustration.

Here, the AI Agent acts as a single point of access to corporate knowledge:

  • It takes into account the context of the consultation.
  • Relates information from different sources.
  • It returns useful answers, not just lists of documents.

It does not replace existing systems. It connects them and makes them truly usable. The result is less time searching for information and better day-to-day decisions.

Discover how Adam Foods uses an AI agent to intelligently access its corporate information.>

AI agent to automate high-value tasks such as reporting

Not all automation is about performing repetitive tasks. There are processes that require interpretation, structure and judgment, such as complex reporting.

In this case, the AI Agent:

  • Gather information from different sources.
  • Applies criteria defined by the organization.
  • Generate consistent and reusable reports.

We are not talking about traditional RPA. It is an agent that interprets information and generates structured content, freeing up the time of expert profiles and allowing the process to be scaled without losing quality.

Discover how an AI agent automates reporting in Intress >

What do AI Agents that work have in common?

Beyond each specific case, there are patterns that repeat themselves when an AI Agent brings real value.

Attack real bottlenecks

They do not arise from a technological fad, but from clear business problems, such as the excess of manual tasks or the difficulty to access the right information.

They rely on context and data, not just prompts.

The agent’s behavior depends not only on how he is asked, but also on what data he uses and under what rules he operates.

They do not replace people, they redistribute intelligence

As we commented in our interview with La Vanguardia, Agents do not come to replace teams. They free up time and reduce friction, allowing people to focus on tasks where they add the most value.

They are designed to evolve

They are not closed projects. They adjust, learn and improve with use and business changes.

Common mistakes when implementing AI Agents

In many cases, the problems are not technical, but rather problems of approach.

  • Start with the technology and not the problem.
  • Thinking that everything is solved with a generative model.
  • Ignore security, permissions and data governance.
  • Trying to create a “one-size-fits-all” agent.

An AI Agent works when it has a clear and well-defined purpose. Anything else usually ends in frustration.

How AI Agents fit with Microsoft technology

An enterprise AI agent typically relies on four distinct layers: model, automation, data and security. In the Microsoft ecosystem, these layers are covered by distinct technologies, each with a clear role.

The role of Copilot, Azure OpenAI, Power Platform and Fabric in AI.

  • Azure AI Foundry provides the language models and reasoning capabilities. It is the basis on which the agent understands questions, interprets information and generates answers or content.
  • Power Platform allows you to orchestrate actions, such as launching flows, integrating systems, applying business rules or automating processes. This is where the agent stops being just “intelligent” and becomes operational.
  • Microsoft Fabric centralizes information, provides reliable context and allows working with governed data, which is critical so that the agent does not respond with incomplete or outdated information.
  • Copilot Studio is the piece that allows you to design and extend your own AI agents. It makes it easy to define behaviors, connect data and processes, and adapt the agent to specific business needs.
  • Copilot for Microsoft 365 already incorporates AI agents integrated into the usual work tools (Teams, Outlook, Word, Excel…). It does not replace more specific agents, but it is a good first step to start working with AI agents and get value quickly.

Less noise, more informed decisions

Real-world examples demonstrate that, when properly focused, they can make a tangible difference. But they also make an important point: not every business process or task needs an agent, and not every agent delivers value.

That’s where judgment and experience make the difference.


AI Agent Use Cases

Discover the use cases of cross-functional AI Agents that generate more impact in companies from different sectors.

Marc Jordana, Digital Lead of Softeng.

Divide and conquer: the strategy behind agentic AI

Let’s be honest. Asking a general-purpose generative AI like ChatGPT, Grok or Gemini to solve a complex business problem is a fascinating experience.

It’s like asking a Golden Age poet to do your tax return. The result will be impressive, but it will almost certainly guarantee you a very serious talk with the Inland Revenue.


We have been seduced by the promise of universal genius: a single AI capable of analyzing markets, writing emails, debugging code and, if it has time to spare, composing a ballad about asset depreciation.

The problem is that this genius, when confronted with the ambiguity of the real world, often suffers from what we might call “excesses of creativity” or hallucinations.

For example, if you ask an AI to analyze sales data, draw conclusions and send an email report, it will deliver a financial analysis with the prose of a novelist and the conviction of a politician, but with the precision of an octopus with a scalpel.

Decomposing complexity with an agentic system

In the face of this multitasking chaos, an elegantly logical and simple solution emerges: the distribution of tasks in agentic systems (also known as agentic AI or agentic flows).

These systems aim to mitigate the known problems of hallucination and inaccuracy of monolithic AIs, and do so by reducing the context, knowledge and tools available through agents: Specialized, task-oriented AIs.

 

“The agentic AI strategy is to stop searching for answers with the universal genius and instead assemble a team of specialists. A bit duller, yes, but infinitely more useful.”

Marc Jordana, Digital Lead of Softeng.

 

How agentic AI works

There are several models of agentic systems, but to explain the concept we will base ourselves on the most common, which is the hierarchical model.

In this model, you have an Orchestrator Agent, who is basically a project manager who doesn’t spend the day asking how things are going; he simply understands the complex problem and breaks it down into tasks for his team of specialists and coordinates the work of this team.

Let’s go back to the previous example, now in prompt format: “Analyze last quarter’s sales, identify the three worst performing products in the North and draft a mailing to the sales team with recommendations”.

A know-it-all AI could get quite creative with this prompt. The agentic system, on the other hand, would do the following:

  1. The Orchestrating Agent receives the order and decides on a plan of action.
  2. Awaken the “Figures” agent from its lethargy. This agent lives in a world of tables, cells and SQL queries. It doesn’t understand irony or sentiment, but it finds you a needle in a haystack of data in nanoseconds. It receives the request in natural language, converts it to a structured data query and returns the results flawlessly.
  3. With the data, the Orchestrator goes to the “Strategist” Agent. This agent wouldn’t know how to run a database query if his life depended on it, but he is able to look at the query results and generate three brilliant ideas to sell more. His specialty is “what to do with this data,” not “where the numbers are coming from.”
  4. Finally, the Orchestrator passes the findings on to the “Golden Piquito” Agent. A communication expert who can write an email so motivating and clear that the sales team will go out and sell even the staplers in the office.

Everyone has done their part. Without drama, in a coordinated manner, focusing on each task and without interference that can generate hallucinations.

The power of specialist agents is “not knowing everything”.

The magic of this system is selective ignorance. Agent “Figures” does not need communication skills and Agent “Goldilocks” does not care about the complexities of the database.

They communicate as little as possible and only about their particular specialties. A revolutionary concept in a world obsessed with everyone having to form an opinion on absolutely everything.

This compartmentalized approach drastically reduces the possibility of destructive hallucinations due to the ambiguity of the information and the saturation of the single model.

 

“AI works best when its universe and context are well defined. By giving each agent a small realm to rule, you ensure that its decisions are more reliable and predictable.”

Marc Jordana, Digital Lead of Softeng.

 

This is the difference between using AI as a spectacular smoke and mirrors game and applying it as a business tool that actually automates complex processes.

What do you prefer in your team, an incredibly creative genius, but with hallucinations, or a team of efficient specialists?

tres cambios culturales que debe impulsar un líder de IT

3 cultural shifts an IT leader must drive in the age of AI

El hype sobre la inteligencia artificial generativa ha creado tantas expectativas que muchos líderes de negocio quieren implementarla rápidamente en sus organizaciones. Sin embargo, es primordial comprender primero que para tener los mejores resultados es necesaria una transformación mucho más profunda basada en la simplificación, los datos y la ciberseguridad.


Los líderes de negocio tienen un objetivo claro: lograr que sus organizaciones sigan siendo competitivas. Y para ello, muchos creen que es fundamental adoptar cuanto antes la inteligencia artificial generativa.

Si bien esto es cierto, no es suficiente. Para implementar la IA generativa de manera efectiva deben ir mucho más allá, en búsqueda de transformar la mentalidad y la manera de trabajar en todos los niveles de la organización.

Desde Softeng, a partir de la experiencia con nuestros clientes y el knowhow de nuestros expertos, hemos identificado los 3 cambios culturales esenciales que deben priorizar los líderes de IT para estar preparados y ser capaces de aprovechar al máximo el potencial de la IA para que sus organizaciones sigan siendo competitivas.

Cultura de la simplificación

La innovación digital avanza a pasos acelerados, y hoy en día es más importante que nunca tener la agilidad necesaria para no quedarse atrás. Sin embargo, en muchas empresas existe una complejidad omnipresente en todos sus niveles, desde sus procesos y estructura organizativa hasta en las herramientas y soluciones que utilizan a diario. Y la complejidad es antónimo de la competitividad.

Por ello, los líderes de negocio tienen el desafío de promover una cultura de la simplificación que les permita a sus organizaciones ser más ágiles, eficientes e innovadoras.

En IT, este cambio cultural empieza por los cimientos tecnológicos, es decir, la infraestructura.

El primer reto que tienen los líderes tecnológicos es continuar migrando su infraestructura hacia la nube, que, además, es un pilar esencial para adoptar y aprovechar al máximo la inteligencia artificial.

Aún hay algunas empresas que no han migrado por completo su infraestructura a la nube por diversos motivos. Para quienes se encuentran en esta situación, lo inteligente es continuar con una transición híbrida que les permita tener el equilibrio que necesitan para adoptar la innovación, manteniendo las operaciones críticas on-premise mientras trasladan gradualmente cargas de trabajo a la nube, según necesidades y prioridades.

No obstante, en la nube también se puede generar esa complejidad que nos impida avanzar, generada habitualmente en entornos multicloud fragmentados que cuentan con soluciones de distintos proveedores desconectadas entre sí.

Por ello, muchos líderes de IT ya están apostando por simplificar sus entornos cloud eligiendo un único proveedor con soluciones integradas, como Microsoft, que les permite modernizar, proteger y gobernar su infraestructura, apps y datos en la nube, aprovechando al máximo todo el potencial de la nube y la inteligencia artificial desde un solo lugar.

Cultura de los datos

Hoy en día tomar decisiones sin tener en cuenta los datos es como salir a navegar confiando sólo en la experiencia y la dirección del viento. Sí puede hacerse, pero tiene sus limitaciones y puede llevar a cometer errores extremadamente costosos.

Las organizaciones data-driven son aquellas que obtienen valor de sus datos para tomar decisiones más rápidas y justificadas, mejorar la eficiencia operativa, identificar oportunidades de mercado y acelerar la innovación. Además, los datos son de vital importancia en la era de la IA.

Sin embargo, para aprovechar al máximo los datos es esencial que estén ordenados y sean accesibles para todos dentro de la organización. Desde IT, la estrategia más efectiva es subir los datos a la nube y utilizar plataformas, como Microsoft Fabric, que facilitan ordenar, transformar y tomar decisiones a través de los datos.

Cultura de la ciberseguridad

En un contexto donde el incremento de ataques de ransomware no para de crecer, junto a otros ciberataques cada vez más sofisticados y peligrosos potenciados por IA, los líderes de negocio deben promover una cultura de concienciación sobre la importancia de la ciberseguridad.

En los niveles más altos, esto hará que tomen conciencia sobre la importancia de invertir en las soluciones de ciberseguridad adecuadas antes de que sea demasiado tarde, como un ciberSOC moderno potenciado por IA capaz de detectar y responder ante incidentes más rápido, mejorar la precisión y minimizar los efectos de los posibles ciberataques.

En el resto de la organización, muchas veces el factor humano es el eslabón más débil en la ciberseguridad. Puedes tener todas las medidas de seguridad implementadas, pero un simple click de una de las personas de tu empresa en un email malicioso podría ser caótico. Por ello, es esencial que cada miembro conozca los ciberataques más comunes, adopte prácticas seguras en el uso de la tecnología y reconozca que la seguridad es responsabilidad de todos.


The Essentials

The 9 steps to avoid being left behind in the age of AI

3 alarming signs that put the value of your data at risk

Since the launch of Copilot, there has been no talk of anything else. However, there is another essential player on the AI board: data. Our Data and AI experts have identified 3 alarming signs that all organizations should take into account to know if they are putting the value of their data and, consequently, the security of the business at risk. Do you recognize any of them in your company?


Think about how much information your company generates: financial data, customer data, employee data…. The list could be (almost) endless. The value of this data is probably no longer news to you. In fact, many organizations have already begun to manage their data effectively in order to move from chaos to order and take advantage of its full potential. Or so they think. If you recognize any of these signs that put the value of your company’s data at risk, we’ll tell you how to solve them at the end of this article.

1. You do not manage the entire lifecycle of your data in a comprehensive manner.

To extract the maximum value from data, it must go through different phases from storage, transformation and enrichment to visualization. One of the main warning signs we have identified in companies is having multiple tools and technologies from different vendors that are not natively integrated with each other. This undoubtedly puts the value of your data at risk because it will not allow you to obtain the best results due to two fundamental reasons:

  • You are going to deal with more complexity: Not only technological integration but also specialist knowledge to be able to operate with the different systems.
  • You will not have a scalable model: Data generation in companies is increasing. You will have more and more data to manage, in dispersed systems and, consequently, a greater volume of data that requires prior processing to be useful. For this reason, the dispersion of tools makes it difficult to have a scalable model.

2. You are not taking advantage of the synergy between data and AI.

In the current context, another indication that they are not taking full advantage of the potential of your data, and therefore putting its value at risk, is if you have not started preparing to take advantage of artificial intelligence. The synergy between data and artificial intelligence is critical.

  • Data is essential to effectively take advantage of generative AI: As we said at the beginning, since the launch of Copilot there has been no talk of anything else because its potential to improve people’s productivity, efficiency and creativity is (almost) limitless. But if you want to get the most out of it, your data must be well labeled, accessible and properly protected.
  • Artificial intelligence enables advanced analytics: Obtaining information days, weeks or months after the fact is a model that has become obsolete for ambitious companies that really want to get the most out of their data. Combining the capabilities of artificial intelligence with the potential of data enables advanced analytics – such as being able to predict future events, or even obtain recommended actions to obtain desired results – for deeper, more accurate and actionable insights, as well as better, more informed, earlier and therefore more strategic decisions.

3. You do not have your data properly classified and protected.

Cybersecurity is a priority for organizations, especially now in a context marked by AI-powered cyberattacks, which are more sophisticated and dangerous than ever, and by cybersecurity regulations. Therefore, not adequately protecting your corporate data and information is a clear indication of risk.

  • You risk suffering a leak and/or leakage of confidential information or information of great strategic value for the company: It is essential to have a good information architecture with the appropriate permissions and a correct classification and labeling of sensitive content, such as confidential documents, to prevent access to unauthorized information and/or information leakage. In addition to having the necessary protection and response measures in case of an incident.
  • You expose yourself to fines and financial penalties for not complying with the security measures required by cybersecurity regulations such as the new European cybersecurity law, NIS2; the DORA regulation; or the well-known GDPR, among others.

How to get the most value from your data

It’s not an easy task. This is where technology and expertise make the difference between getting ahead or falling behind. Microsoft Fabric is the most complete data and analytics platform to get the most out of your data:

  • It allows you to manage in a unified way the entire lifecycle of your data because it integrates different services and solutions for each of the phases, from ingest, processing, storage, to analysis and visualization.
  • It makes it easy and simple to incorporate artificial intelligence by integrating seamlessly with Azure AI and including its own Copilot for Power BI.
  • Fabric is fully integrated with Microsoft’s security and compliance suite, which facilitates the implementation of information protection measures at rest and in transit, helping organizations comply with current regulations such as the NIS2 Act.

 


In Softeng, we accompany and advise you on the way to discover the true value of your data with a team of experts and the best technology. Let’s talk!

The limits of the magic of Copilot for Microsoft 365

Since its release for companies of all sizes, Copilot for Microsoft 365 has become the album chrome that all IT leaders want to have. However, we have identified that many companies still have questions about the value it brings and its limitations. In this article, we share the limits of the magic of Copilot.


Copilot for Microsoft 365 is an assistant that does much more than compose emails and create presentations. But while it may seem like magic, it’s not magic yet. Many organizations often ask us what Copilot can and can’t do, and what real value it would bring to their teams. To manage expectations correctly and avoid frustration, here we share with you the limits of Copilot. magic of Copilot:

1. Copilot does not perform actions on its own

Copilot for Microsoft 365 is designed to help people perform specific tasks more efficiently, but it does not operate, analyze or decide in place of the user. For example, it can understand what you want to do and offer suggestions, but it will not perform actions for you. Although it is technically feasible for Copilot to perform actions on its own, Microsoft prevents it from performing actions directly, following its best practices for responsible use of AI that state that the user should always review their responses before sharing them with someone else. For example, if you are composing an important email and get stuck on the structure of the message, Copilot will give you intelligent suggestions in real time to improve your wording and make the message more effective, but you won’t be able to ask it to send it for you.

2. Copilot does not read the user’s mind

This means that Copilot cannot anticipate the user’s needs or intentions without clear and direct communication. This is why prompt engineering training of users is so important so that they know how to provide specific and detailed instructions in order to obtain the desired results.

3. Copilot does not learn from previous conversations

Copilot for Microsoft 365 saves all the conversations you have with each user. That is, if one day you get stuck halfway through asking it to finish refining an email, the next day you can pick up from where you left off. What it doesn’t do, however, is learn from conversations or maintain a global context: every time you interact with Copilot it’s as if it were the first time. For example, if one day you ask it to help you prepare a presentation and the next day you ask it to compose an email to send that presentation, Copilot will not remember which presentation it helped you prepare.

4. Copilot does not make decisions

Due to limitations in the volume of data it can process per query and the type of analysis it can perform, Copilot cannot make objective judgments and decisions because it cannot establish causal relationships. For advanced analysis, it is preferable to use specialized analytical models.


Want to know how to get the most out of Copilot for Microsoft 365 without getting frustrated along the way? Our AI experts have identified a number of real-world use cases that allow you to leverage Copilot’s potential in different business areas.

The 6 keys to protect your data and ensure secure adoption of Copilot

One thing should be clear: artificial intelligence carries risks, but it is not dangerous in itself. That is, if it is not adopted safely, it will expose security breaches and vulnerabilities in your organization that you may never have taken into account until now. Not only that, but you will also face financial penalties if you do not comply with the new cybersecurity law, NIS2.

Discover in this article the consequences of not having the right data protection measures in the age of AI and the keys to mitigate them.


When adopting Copilot or other AI-powered tools, it is critical to identify those vulnerabilities and implement the right security measures to avoid being an easy victim of cyberattacks. But while this may seem overwhelming, it is not.

Risks of adopting Copilot without protection

One of the most common problems we have identified in organizations is the lack of controls to protect the data that employees share in artificial intelligence tools, such as ChatGPT or Microsoft’s Copilot. Do you know if your users have access to sensitive information? Are you sure they don’t share it with outsiders? Do you have any idea if they use third-party artificial intelligence tools for their daily work tasks? According to Microsoft’s “2024 Work Trend Index Annual Report”, 78% of users already use AI tools at work on their own. And this is where another common concern arises: the lack of controls to govern information. This can result in users inadvertently leaking sensitive information, or accessing confidential reports they should not have access to.

How to avoid security risks

With all the artificial intelligence hype, many organizations have implemented Copilot for Microsoft 365 as quickly as possible without proper security measures in place. Others have decided to wait to prepare well first. Whatever situation your company is in, we’ve identified six essential measures, based on information access, data protection and its lifecycle, that every organization should put in place if it wants to implement Copilot in a secure and controlled manner.

Access to information

The first two measures relate to access to information: Who has access to what? To know this is fundamental:

  • Key 1: Review existing permits to identify irregularities and resolve them.
  • Key 2: Check the default permissions because sometimes, as in the case of Sharepoint online, they are the least restrictive.

Data protection

In terms of data protection, although they may seem like basic measures, many organizations still have a lot of unclassified information and files with the same level of privacy, which can result in users having easy access to documents with confidential information, such as payroll or invoices.

  • Key 3: Identify which documents contain sensitive information.
  • Key 4: Set the correct privacy level for each document.

The data life cycle

The last two keys are related to the data lifecycle, often forgotten by organizations.

  • Key 5: Properly manage disused Sharepoint sites.
  • Key 6: Manage and eliminate obsolete data.

If you are interested in learning more about these keys and how you can apply them in your company, we recommend our digital event with demo, in which our experts explain how to protect your organization’s data for a secure adoption of Copilot, complying with NIS2.

EVENT ON DEMAND (In Spanish)

How to protect your organization’s data for a secure adoption of Copilot, complying with NIS2

How technology is key to competitive advantage

Business leaders are challenged to make sound technology decisions that will enable them to move forward to take full advantage of generative artificial intelligence. But with so many tools and solutions available? How do you know which is the best option?


While digital innovation is advancing at an accelerated pace, especially in recent months with generative artificial intelligence, business leaders know they have no time to lose: they must make sound technological decisions that will allow them to remain competitive and not be left behind. However, so many tools and solutions available may generate more doubts than certainties. What is the best tool to get more value from my data? Which solution is best suited to protect my business assets? What is the fastest way to get started with generative AI?

One right decision, many advantages

Many organizations begin their transition to the cloud by opting for solutions from different vendors, which in the long run can result in a fragmented and complex multi-cloud environment, usually composed of disconnected solutions. However, it is best to consolidate all possible technological solutions on a single cloud platform because it simplifies the management of your entire environment, better integrates solutions and reduces costs, among other benefits. A smart decision is to choose the Microsoft cloud, which offers in an integrated way all the solutions needed to optimally modernize, govern and protect your infrastructure, apps, data and cybersecurity. Only in this way will you gain the necessary skills to move forward and take full advantage of generative artificial intelligence.

What are the differentiating factors of the Microsoft cloud?

  • Have a robust infrastructure with Microsoft Azure, which provides advanced security, compliance and governance tools to manage and protect all digital assets.
  • The ability to unify, process, transform and analyze data centrally with the Microsoft Fabric platform.
  • Creating intelligent applications and automating processes with Dynamics 365 and Power Platform, efficiently connecting all business areas.
  • Integrated securitization and protection of all surfaces susceptible to attack through Microsoft’s holistic security platform.

All this powered by Microsoft Copilots, which facilitate the daily tasks performed within Microsoft solutions and applications. From improving the writing of an important document or searching for internal files in a matter of seconds, to writing code and receiving recommendations to automate the prevention and resolution of future attacks.

The importance of a specialist partner

Now you probably don’t know where to start. Some companies do not have the necessary technological resources or specialized equipment to be able to take full advantage of the opportunities offered by the Microsoft cloud. For this reason, many choose a specialist partner to help them face the most complex challenges of digitalization and cybersecurity. In Softeng, we are dedicated exclusively to the Microsoft cloud and are one of its most qualified partners in Europe. Through our Softeng Max solution, we accompany ambitious companies so they can accelerate their digital innovation, protect their business and maximize the ROI of the cloud. Shall we move forward together?


The Essentials

The 9 steps to avoid being left behind in the age of AI

Do you know what is essential to move forward on the AI path?

The unstoppable advance of generative AI is pushing companies to adopt it as soon as possible to remain competitive. But are they properly prepared? Digitally ambitious leaders must have a good understanding of what is essential to move forward on the AI path with confidence and at the pace needed to avoid falling behind.


This technological advance has opened up a new world of opportunities. However, in order to move forward on the path of artificial intelligence, companies must face several challenges. Only those who understand what they need to make the most of their potential will be able to generate new competitive advantages for their business, thus making a difference.

Where do I start?

This is the first question that arises, and the answer is the cloud.

Based on our experience, we can identify two frequent scenarios in the first steps in the transition to the cloud. On the one hand, companies that have not yet completely migrated their infrastructure to the cloud for various reasons such as, for example, having on-premise systems that are not yet amortized or others. On the other hand, companies are starting to adopt cloud services from different providers at an accelerated pace, mistakenly believing that having a multi-cloud environment diversifies the risks associated with a single provider.

  • The transition to the cloud can be hybrid, as it allows you to start modernizing part of the environment while maintaining the on-premise infrastructure.
  • We recommend doing so with a single cloud provider to avoid the risks that a multicloud strategy can generate, i.e. a fragmented, complex environment with higher maintenance costs.

Simplifying the environment with a single cloud provider to manage everything from infrastructure, data, to cybersecurity, provides a critical operational advantage in terms of control, agility and cost to be able to take full advantage of AI.

How do I move forward?

Prioritizing data management and analysis.

Generative artificial intelligence draws on them to provide better answers, predictions and recommendations. But do we have our data ready? How can we empower them with AI?

The real value of data is not only the quantity, but the quality. Those companies that manage, store, organize and secure their data without losing control will be more prepared to take advantage of AI than others.

  • The essential thing is to upload the data to the cloud, which will allow us to have them better governed, protected and take advantage of advanced analysis tools to obtain insights that facilitate and speed up decision making.
  • Once we have our data ready and protected, we will be better able to identify the highest value use cases to implement solutions powered by generative AI.

But… Am I well protected?

Probably not.

The paradoxical power of AI to build, but also to destroy underscores the importance of having a robust cybersecurity strategy under constant review. It is not simply a matter of avoiding cyber-attacks, but of being well prepared for the possibility of their occurrence. At this point in the journey, it is essential to achieve cyber resilience. How?

  • Implementing layered protection to continuously secure and protect all exposed surfaces susceptible to attack.
  • Achieve complete defense through a modern AI-powered SOC capable of detecting and responding to incidents faster, improving accuracy and minimizing the effects of potential cyber-attacks.

All this, with the aim of building a digital fortress to have an environment that can continue to function in the face of any cyber-attack.

Keeping up with the pace is essential to stay ahead and not fall behind.

From Softeng we can accompany you on this path. Shall we talk?

IA generativa en automatización de procesos

How to implement generative AI to automate your business processes

It is no longer news to say that generative artificial intelligence is transforming the way we work, create and, one might even say, live. Technology enthusiasts like us know that we are at a fascinating time from a technological point of view thanks to the infinite new possibilities that AI offers companies, especially when it comes to incorporating it into the automation of business processes. Generative AI is everywhere. You have probably already used ChatGPT to get inspired with new ideas, improve your texts or supplement information. Or, perhaps, you’ve tried Dall-e to create images from textual descriptions… Yes, this is all very useful, but its potential goes far beyond that for companies moving forward, with the goal of automating tasks and solving business problems and use cases, both common and specific.

The potential of generative AI in process automation

First, we must know what generative AI is intended for and what it is not intended for. Contrary to what many believe, this technology is not designed as a complete system for solving complex problems, making informed decisions or performing methodical and rational analysis of our data. However, it is designed to process text, audio and images – almost – as if a person did it. Therefore, when implementing generative AI in a digitized business process, it is essential to think of it as an important part of the process itself, but not as the only solution.

Use Cases: Maximizing Process Automation with Generative AI

Using existing generative AI chatbots

A few years ago, the word chatbot wasn’t so common, was it? But, nowadays, we already know what they are and they are present in our daily life interacting with them normally in e-commerce, customer service, etc. Chatbots created with generative AI, such as Chat GPT, are assistants that help us perform tasks more easily and quickly than if we were to do them without their help. In the field of process digitalization, there are already options created by Microsoft, such as the multiple Copilots of Microsoft 365, Dynamics 365 and Power Platform, which help us in specific tasks, such as summarizing a report, finding information quickly or generating ideas, among others.


Related article: Learn more about how to maximize your company’s efficiency with Dynamics 365.


Create your own generative AI chatbots

But in addition, many digitally ambitious companies have already started to deploy their own generative AI assistants to help them with various use cases. For example, you can reduce the workload of your helpdesk team by creating your own virtual customer service assistant; or improve personal productivity and organization with a customized chatbot for task management. The potential of creating your own virtual assistants is so great that we have an exclusive on-demand digital event on this topic, in which our experts explain through a demo, use cases and practical examples how you can adopt ChatGPT in your business.


On-demand event: Discover how to maximize the value of your data with advanced analytics and ChatGPT technologies. Access from here!


Specialized Artificial Intelligence Models

Now we have reached the most interesting part. The step beyond what we talked about at the beginning of this article: incorporating customized generative AI models as part of an already digitized process. What do we mean by this? That we can implement generative AI in our business processes to help us and assist us in any task where we need to process text, images or audios. AI can do this in an automated way, saving us time and improving process efficiency. Let’s bring it more down to earth… For example, generative AI models are used to:

  • Identify patterns in customer opinions about our company’s products, so that they can be categorized and segmented according to their interests.
  • To perform queries on proprietary knowledge bases, for example, industry compliance regulations or to extract contextualized information specific to our business.
  • Provide automatic first-level responses to requests from customers, suppliers and even employees.

How to create your own generative AI automation solution

As it could not be otherwise, the cloud ecosystem offered by Microsoft allows us to make everything we have explained a reality. Here, Power Platform allows us to extend the functionalities of Dynamics 365 to unsuspected limits to adapt it to our needs or even, not only to extend the capabilities of Dynamics 365, but also to incorporate more artificial intelligence systems to our business processes and use the power of the platform to make fully customized solutions, adding incredible artificial intelligence capabilities. In addition, each of the Power Platform solutions includes its own Copilot, which will help us create our solutions quickly and adjust them without touching a single line of code. If you want to learn more about this topic, don’t miss our on-demand event where our team of experts explains, with demo and real case studies, how to create your own automation solution maximizing the potential of Power Platform with AI. Find the registration link below: On-demand event (in Spanish): Learn how to create your own automation solution maximizing the potential of Power Platform with AI.