01 Microsoft 365 Copilot for HMRC - Getting Started (Beginner)

This learning product introduces the Microsoft 365 Copilot Chat app, designed to support everyday tasks and workflows across HMRC.It covers the basics of using Copilot Chat, including how it accesses organisational data securely to provide relevant, context-aware support. Users will explore key features and learn how to ask effective prompts to get the most from Copilot. A light introduction to app integration is also included, with more advanced functionality covered in the Intermediate level.Suitable for: Everyone — especially those new to Copilot and looking to build confidence in digital working. This learning pathway must be completed before a full Microsoft 365 Copilot licence can be issued at HMRC.Please note: Microsoft 365 Copilot is continuously updated, so some content may reflect earlier interfaces or features. Availability of specific functionality may vary depending on HMRC’s configuration and permissions.