2.5. Reflection Checkpoint

Key Takeaways

Before proceeding, ensure you can:

• Explain how Copilot protects organizational data (tenant boundary, permission inheritance, no training on your data)
• Distinguish file grounding, web grounding, app-specific context and Work IQ, and explain what changes when Work IQ is turned off
• Choose between Copilot Chat, an agent and Copilot Cowork for a given task
• Match Researcher and Analyst to the work each is built for, and name what neither can do
• Match at least three M365 apps to their signature Copilot capability and explain the Basic and Premium tiers

Connecting Forward

Phase 3 covers responsible AI and data protection: the "risk and limits" side of Copilot that complements the "capabilities" in Phase 2. Together, the two phases make up the generative AI fundamentals domain, the largest on the exam.

Self-Check Questions

1. A colleague stores a sensitive contract in a SharePoint site that you don't have access to. If you ask Copilot "Find any contracts related to Vendor X," will Copilot surface that contract? Explain why or why not.
2. A user turns off Work IQ because she wants Copilot to stop using her work email in answers, and expects Copilot to also stop using her saved preferences. Is she right? What would she need to change?
3. A sales director asks Copilot to research a prospect, draft a tailored proposal, and email it to the prospect's team after she reviews it. Which experience fits each part of this request, and why might a single Cowork task be the best fit for the whole thing?