Research
Advanced·45 min
Build a data-backed business case for an investment decision
Pull the supporting data together and draft the case for a faster, better-informed go/no-go decision.
Excel
Word
ChatGPT
Claude
CopilotUpdated Sep 30, 2026
THE LIBRARY / GOALS
Research.
Find business processes and hands-on practice designed to help you research more effectively using AI and Microsoft 365.
Workflows
13
Playgrounds
4
Workflows
13 availableResearch
Advanced·60 min
Build a market research assistant agent
Stand up an agent that synthesizes internal and external data sources to surface market trends and the competitive landscape on demand.
SharePoint
Copilot StudioUpdated Sep 30, 2026
Research
Intermediate·30 min
Compare vendor options before an IT purchase
Research and evaluate competing solutions against your actual requirements before committing to a purchase.
Updated Sep 30, 2026
Research
Advanced·45 min
Develop a legal strategy with Copilot
Have Copilot synthesize precedent, risk, and business context into a strategy draft instead of starting the analysis from a blank page.
Updated Oct 1, 2026
Research
Advanced·30 min
Pick a reasoning mode for a deep-research report
Choose the right Researcher agent reasoning mode — Auto, Claude, Critique, or Model Council — for the kind of report you actually need.
Updated Sep 30, 2026
Research
Intermediate·20 min
Prep for a client call by consolidating CRM, email and meeting history
Have Copilot Cowork pull recent emails, chats, proposals and support tickets into a one-page briefing before a sales call.
Teams
OutlookUpdated Sep 30, 2026
Research
Intermediate·60 min
Research and present a competitor
Gather public data, analyze market positioning, and build a profile deck.
PowerPoint
OneNoteUpdated Sep 30, 2026
Research
Beginner·15 min
Resolve service desk tickets faster with Copilot Chat
Use Copilot Chat to stay current on fixes and best practices instead of researching each unfamiliar ticket from scratch.
Updated Oct 1, 2026
Research
Advanced·45 min
Run a multi-source competitive teardown with the Researcher agent
Give Copilot's Researcher agent a question and get back a structured, source-cited report drawn from multiple documents.
OneDriveUpdated Sep 30, 2026
Research
Intermediate·30 min
Streamline market research for a new strategy
Research and summarize customer insights across multiple sources in one pass instead of reading every report individually.
Updated Oct 1, 2026
Research
Advanced·20 min
Summarize a long annual report into drivers, risks and recommendations
Upload a dense annual report and get a tabulated summary of performance drivers, risk analysis and recommendations.
Updated Sep 30, 2026
Research
Intermediate·25 min
Turn a research report into a deck and a one-page infographic
Convert a Researcher agent's cited report directly into a Word doc, slide deck, or one-page infographic.
Updated Sep 30, 2026
Research
Intermediate·45 min
Research and update your technology strategy with Copilot
Use Copilot to research current best practices and draft an updated technology strategy instead of starting from a blank document.
Updated Oct 1, 2026
Playgrounds
4 availableIntermediate·20 min
Build a one-page competitor snapshot
Sales wants a one-page competitor comparison before next week's pitch.
Updated Sep 30, 2026
Advanced·30 min
Build an RFP compliance checklist
A vendor's RFP response is full of confident-sounding "yes" answers.
Updated Sep 30, 2026
Intermediate·15 min
Compare two vendor quotes
Two vendors quoted the same project with a different breakdown of line items.
Updated Sep 30, 2026
Advanced·25 min
Flag risky contract clauses
Legal wants a first pass on a vendor contract before their own review.
Updated Sep 30, 2026
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