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AI tools for AEC · General AI assistants

Microsoft 365 Copilot for AEC firms: AI in Office and Teams

What is Microsoft 365 Copilot?

Microsoft 365 Copilot is Microsoft's AI assistant inside Word, Excel, PowerPoint, Outlook and Teams. For firms on Microsoft 365, it drafts reports and emails, analyses spreadsheets such as BOQs, summarises Teams meetings and finds information in your files, within your existing permissions. Copilot Chat comes with eligible business plans; full Copilot is an add-on.

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Microsoft 365 Copilot at a glance
Made byMicrosoft
CategoryGeneral AI assistants
Best forArchitects, Engineers, Contractors, Developers
PlatformsWeb, Windows, macOS, iOS, Android
PricingPaid. Copilot Chat is included with eligible Microsoft 365 business plans; the full Microsoft 365 Copilot is a per-user add-on or bundle.
Facts last checked12 November 2026

Visit Microsoft 365 Copilot (opens in a new tab)Current prices (opens in a new tab)

What can Microsoft 365 Copilot do for AEC teams?

TaskHow it helps, and the check
Reports and lettersDrafts reports, specifications and letters in Word from your notes and files. Check every fact and clause.
SpreadsheetsAnalyses BOQs, schedules and cost sheets in Excel and writes formulas. Check totals against the source.
MeetingsSummarises Teams meetings with decisions and actions, for attendees to confirm.
Finding informationFinds and summarises information across email, chats and files you have access to.

Strengths and limitations

Strengths

  • Works inside the Office apps most firms already use.
  • Respects existing Microsoft 365 permissions.
  • Microsoft states prompts and business data aren't used to train its foundation models.

Limitations

  • Full Copilot is a paid add-on per user on top of Microsoft 365.
  • Answers are only as good as your file organisation and permissions.
  • It doesn't open DWG or Revit model files.

What happens to your data?

  • Microsoft says prompts, responses and data accessed through Microsoft Graph aren't used to train foundation models, including those used by Copilot.
  • Microsoft says customer content is logically isolated within each tenant and Copilot follows existing permissions; admins can review and manage Copilot activity.
  • Admins can choose whether to use Anthropic and OpenAI models offered as subprocessors.

CloudBrain’s view

The obvious choice for firms that already run on Microsoft 365, because it works where your documents, email and meetings are. Tidy up file permissions first, then start with a few licences on document-heavy roles.

What is Microsoft 365 Copilot?

Microsoft 365 Copilot brings Microsoft's AI assistant into Word, Excel, PowerPoint, Outlook and Teams. It works on the documents, email and meetings each user can already access in your organisation's Microsoft 365.

How do AEC teams use Microsoft 365 Copilot?

  • Drafting reports and letters in Word
  • Working through BOQs and cost sheets in Excel
  • Summarising Teams meetings into actions

What should you check before using it on projects?

  1. Review file sharing and permissions before rollout.
  2. Check every fact and number in drafts.
  3. Set an AI usage policy for which data goes where.

See how to write an AI usage policy for a design studio.

Alternatives to Microsoft 365 Copilot

Frequently asked questions

Is Copilot included in Microsoft 365?

Copilot Chat is included with eligible Microsoft 365 business plans. The full Microsoft 365 Copilot, which works in your apps and data, is a per-user add-on or bundle.

Does Microsoft train on our files?

Microsoft says prompts, responses and data accessed through Microsoft Graph aren't used to train foundation models.

Should we tidy file permissions first?

Yes. Copilot can find anything a user has access to, so review sharing and permissions before rollout.

Sources (checked 12 November 2026)

CloudBrain is independent of Microsoft and is not paid for this listing. Features and prices change; check the vendor’s website before you buy. All AI tools

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