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Domain 2: Identify Benefits, Capabilities, and Opportunities for Microsoft AI Apps and Services Free ⏱ ~11 min read

Copilot Chat: Web, Mobile & Work Experiences

Understand the two modes of Microsoft Copilot Chat — web-grounded and work-grounded — and how the mobile app provides access to both.

Two modes, one assistant

Simple explanation

Copilot Chat is like having two assistants in one — one knows the internet, the other knows your company.

Web mode searches the internet to answer questions. It’s great for general research — “What are the latest trends in manufacturing AI?” It knows nothing about your company’s files or emails.

Work mode searches YOUR organisation’s data — emails, files, calendar, Teams chats. “What did Sarah say about the Q3 budget?” Only Work mode can answer that. Both modes are available in the browser and on mobile.

Web mode capabilities

Web mode turns Copilot into a general-purpose AI assistant powered by internet knowledge.

CapabilityWhat it doesExample
Web search and chatAnswers questions using internet data”What are Microsoft’s latest AI announcements?”
File upload and analysisAnalyses uploaded documents, images, or dataUpload a PDF and ask “Summarise the key findings”
Image generationCreates images from text descriptions”Create a professional header image for a blog about AI”
Code assistanceWrites, explains, and debugs code”Write a Python script that converts CSV to JSON”
SummarisationCondenses web pages or uploaded content”Summarise this 20-page whitepaper I uploaded”
Creative writingDrafts content, brainstorms ideas”Write 5 tagline options for our new AI product”

What web mode CANNOT do:

  • Access your emails, calendar, or Teams messages
  • Search your organisation’s SharePoint or OneDrive files
  • See anything behind your company’s firewall
  • Know who your colleagues are or what they’ve shared

Work mode capabilities

Work mode connects Copilot to your organisation’s Microsoft 365 data through Microsoft Graph.

CapabilityWhat it doesExample
Email searchFinds and summarises emails”What emails did I get from the legal team this week?”
File discoveryLocates files across OneDrive and SharePoint”Find the latest version of the Q3 budget spreadsheet”
Calendar awarenessUnderstands your schedule and meetings”What meetings do I have tomorrow about the product launch?”
Teams chat searchSearches Teams conversations”What did the engineering team discuss about the API migration?”
People insightsFinds information about colleagues”Who in my organisation works on data governance?”
Cross-source synthesisCombines information from multiple M365 sources”Summarise everything related to Project Aurora across my emails, files, and Teams chats”

What work mode CANNOT do:

  • Access the public internet (it only searches organisational data)
  • Access data the user doesn’t have permission to see
  • Modify files, send emails, or take actions (read-only)
  • Access third-party apps unless connected via Graph connectors
How permissions work in Work mode

Work mode respects existing Microsoft 365 permissions. This is a critical security design:

  • If a user can’t access a SharePoint site, Copilot can’t either
  • If a document is restricted to a security group, only members see it in Copilot results
  • Copilot never bypasses conditional access, sensitivity labels, or DLP policies
  • This means Copilot surfaces existing oversharing problems — if too many people have access to sensitive folders, Copilot will surface that content more broadly

For the exam: understand that Copilot inherits the user’s permissions, it doesn’t create new ones.

Question

What is the key difference between Web mode and Work mode in Copilot Chat?

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Answer

Web mode searches the public internet and has no access to organisational data. Work mode searches your Microsoft 365 data (emails, files, calendar, Teams) through Microsoft Graph. Users toggle between modes in the same interface.

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Question

Can Copilot in Work mode access files that the user doesn't have permission to view?

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Answer

No. Work mode respects existing Microsoft 365 permissions. Copilot can only surface content the user already has access to. It inherits the user's permissions — it never bypasses access controls.

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The mobile experience

The Copilot mobile app (iOS and Android) brings both web and work modes to your phone.

Mobile CapabilityDetails
Voice inputSpeak your prompts instead of typing — useful on the go
Camera integrationTake photos and ask Copilot to analyse them — scan documents, whiteboards, business cards
Web and work modesSame toggle as the desktop/browser experience
Image generationCreate images from text prompts
Conversation historyAccess past conversations across devices
Push notificationsGet notified about important AI-generated insights

Mobile-specific strengths:

  • Before a meeting: “Summarise the last 3 emails from this client” (work mode) while walking to the meeting room
  • At a conference: “What are the key takeaways from this speaker’s latest blog post?” (web mode)
  • On-site visit: Take a photo of a whiteboard and ask “Convert this to a structured action list”
Question

What unique capabilities does the Copilot mobile app offer compared to the browser?

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Answer

The mobile app adds voice input (speak prompts), camera integration (photograph and analyse documents, whiteboards, business cards), and push notifications. It offers the same web and work mode toggle as the browser.

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👔 Elena’s team uses Copilot Chat on the go

Elena, CEO of Meridian Consulting, wants her 200 consultants to be productive between client meetings. Here’s how her team uses Copilot Chat:

Morning prep (work mode on mobile): Consultant Maya is heading to a client meeting at 9am. On the bus, she opens Copilot mobile and asks: “Summarise all emails and Teams messages about Contoso Ltd from the past week.” In 30 seconds, she has a full briefing without opening Outlook.

During client discussion (web mode): The client asks about a competitor’s AI strategy. Maya switches to web mode: “What AI initiatives has Acme Corp announced in the past 6 months?” She gets a sourced summary to share in real time.

After the meeting (mobile camera): Maya photographs the whiteboard of action items. She asks Copilot: “Convert this whiteboard into a structured list with owners and deadlines.” The AI reads the handwriting and creates a clean list she can paste into an email.

Exam tip: Know which mode for which scenario

The exam will present scenarios and ask which mode is appropriate. Quick rules:

  • Questions about YOUR company’s data → Work mode (emails, files, Teams, calendar)
  • Questions about the outside world → Web mode (internet, competitors, market research)
  • Questions about uploaded documents → Web mode (file upload doesn’t require work mode)
  • Questions combining company + public data → Start with Work mode, then switch to Web mode for external context

The exam tests whether you understand the data boundary between the two modes.

When to use each mode

ScenarioBest ModeWhy
Research a competitor’s latest product launchWebPublic information on the internet
Find last month’s board presentationWorkStored in SharePoint/OneDrive
Summarise a PDF a colleague just emailed youWorkEmail attachment in Microsoft Graph
Generate marketing taglines for a new productWebCreative task, no company data needed
Check what your team discussed about a project in TeamsWorkTeams messages are Graph data
Analyse a CSV file you downloaded from a vendorWebUpload the file to web mode for analysis
Prepare for a meeting by reviewing recent emails from the attendeesWorkEmail content in Microsoft Graph
Knowledge Check

Elena is preparing for a client meeting and needs to review all internal emails and Teams messages about the client from the past month. Which Copilot Chat mode should she use?

Knowledge Check

Dr. Patel is reviewing data access controls before a Copilot deployment. She tests a scenario: a user in Work mode asks Copilot about a confidential HR document stored in a restricted SharePoint folder. The user is not in the security group that has access. What happens?


Next up: Copilot in M365 Apps: Word, Excel, Teams and More — discover what Copilot can do inside each Microsoft 365 application.