As AI continues to reshape the digital workplace, Microsoft 365 Copilot is emerging as more than just a handy assistant-it’s becoming an integral part of how we communicate, organise information, and collaborate across platforms. But to truly get the most out of Copilot, it helps to move beyond individual apps and look at how it brings SharePoint and Microsoft Teams together.
Whether you’re managing onboarding documents, leading a dispersed HR team, or building internal knowledge tools, Copilot can streamline tasks, surface insights, and connect dots-without ever asking you to leave the tools you’re already using. This post explores how to bring that vision to life.
The SharePoint–Teams Connection: Stronger Than You Think
Before Copilot enters the picture, it’s worth understanding how deeply SharePoint and Teams are already connected. Most people use Teams as their daily workspace for meetings, chats, and file sharing. But behind every Team is a SharePoint site-where files are stored, pages are built, and structured content lives.
If you’ve ever added a Files tab in Teams or pinned a document library to a channel, you’ve already worked across both platforms. Copilot takes this connection further by adding intelligence, context-awareness, and natural language interaction.
Instead of jumping between apps to find or explain information, you can ask Copilot to help. The result is more time spent focusing on your work-and less time navigating your tools.
Scenario: Rolling Out a New Starter Process
Let’s say your HR team has finalised a new ‘New Starter Process’ guide. It’s stored in SharePoint, reviewed and approved-but hasn’t yet been introduced across the organisation. You want to share it in Teams, post a SharePoint news update, and ensure HR staff know where to find it. With Copilot, you can do all of this seamlessly:
Pin the content directly into Teams
In the HR Services Hub Team, navigate to the relevant channel and add a new tab. Choose Document Library, link it to the HR SharePoint site, and select the folder where the guide is stored. Name the tab something intuitive, like Starter Resources.
Generate a summary using Copilot
With the tab added, click the Copilot icon and type: “Summarise the updated New Starter Process guide so I can share it with the team.” Copilot returns a clean, well-structured overview, including key actions and highlights.
Draft a Teams message
Paste the summary into the Teams channel, tweak the wording for tone and clarity, and send it as an update to HR operations staff. If you’re unsure about tone, use Rewrite with Copilot to formalise or soften the message as needed.
Create a SharePoint news post
Open your SharePoint site, click New > News post, and ask Copilot: “Write an internal announcement introducing the new onboarding guide, including what’s changed and where to find it.” Edit the draft, publish the post, and use Teams to direct staff to it. One piece of content-shared consistently across two platforms.
This approach removes duplication, ensures clarity, and keeps your information centralised but visible-just as internal communication should be.
Understanding the Role of Microsoft Graph
One of the reasons this all works so fluidly is Microsoft Graph. This under-the-hood component of Microsoft 365 connects data from emails, meetings, chats, documents, and permissions. Copilot uses the Graph to respond in context-not just with smart guesses, but with relevant, secure information tied to your role and data access.
So when you ask Copilot to summarise a SharePoint document in Teams, it knows:
- Who you are
- What you’re allowed to access
- What documents, chats, or meeting notes relate to your task
You’re not just getting a generic AI answer-you’re getting one built from your organisational data, shaped to your current need, and protected by your existing security model.
Build Your Own: Creating Custom Copilots for Your Team
Beyond built-in support, you can also create your own tailored Copilots-virtual assistants that live in Teams or SharePoint, trained on specific content. Think of them as knowledge bots for internal services.
For instance, the HR Help Copilot could answer recurring staff queries, such as:
- “Where can I find the hybrid working policy?”
- “How do I request annual leave?”
- “What documents do I need to complete before my first day?”
These Copilots are built using Microsoft Copilot Studio, where you can:
- Add data sources (e.g. SharePoint pages, libraries, FAQs)
- Create sample user prompts and responses
- Limit access using Microsoft Entra ID (formerly Azure AD)
- Track usage analytics to improve over time
You don’t need to be a developer-just start small. Choose three to five common questions, set up the logic, and test it in a private Teams channel. Once you’re confident, roll it out to a broader audience.
The result? Fewer repeated emails, faster answers for staff, and more time for your team to focus on strategic work.
Copilot in Practice: A Strategic Asset
Used well, Copilot becomes more than a writing tool. It’s a strategic enabler. Here’s how to ensure it delivers long-term value:
- Align Copilot with your information architecture – Make sure SharePoint content is structured, up to date, and named clearly. The better your content, the smarter your Copilot responses.
- Promote consistent use across platforms – Encourage your teams to use Copilot in both SharePoint and Teams. The more they engage, the more benefit they’ll see in their daily work.
- Keep security in mind – Copilot respects Microsoft 365 permissions, but users still need guidance. Avoid embedding confidential content into prompts or messages, and provide advice on safe usage.
- Use insights to shape content – If your HR Copilot gets dozens of queries about leave policies or remote work, it might be time to update your main guidance documents or create a more prominent section in SharePoint.
Final Thoughts
Microsoft 365 Copilot isn’t just a feature-it’s a shift in how we work. And nowhere is that more evident than in how it links SharePoint and Teams.
From writing smarter announcements to building self-service HR support, Copilot brings clarity, speed and consistency to the way information is shared and conversations unfold. It connects your tools, respects your structure, and works the way your teams already do.
If your organisation is already using SharePoint and Teams, Copilot isn’t a nice-to-have-it’s a force multiplier.
Blackbird Corporate is here to help you unlock that force – contact us today for a no-obligation chat about our training and consultancy services.