Employees frequently face a simple question: should I use Microsoft 365 Copilot or ChatGPT for this task? The best answer depends less on which tool is “better” and more on where your data lives, the risk you’re managing, and how the output will be used.
Both Copilot and ChatGPT can boost productivity. But choosing the wrong tool can increase exposure, reduce accuracy, and create unnecessary rework. This guide provides practical guidance for making consistent, safe choices.
Why this decision is critical
Choosing the wrong tool can lead to:
- Security and privacy risk if sensitive or client information is entered into non-approved platforms
- Reduced accuracy when tasks require internal communications, documents, or organizational context
- Lower productivity due to rework, corrections, and repeated validation
- Compliance risk tied to audit, retention, and access control requirements
Quick guidance
- Use Copilot when work relies on Microsoft 365 data and permissions.
- Use ChatGPT for brainstorming, general research, and early drafts as long as prompts don’t include confidential information, and your organization allows it.
Understanding the tools
Microsoft Copilot: built for Microsoft 365
Microsoft 365 Copilot works inside core Microsoft 365 apps and uses organizational content through Microsoft Graph. It supports summarization, drafting, analysis, and creation within Outlook, Teams, SharePoint/OneDrive, Word, Excel, and PowerPoint.
A key difference is that Copilot follows existing permissions. If you can’t access a file, Copilot can’t “see” it. That makes Copilot a strong fit when data governance and security are priorities.
Common Copilot use cases include:
- Summarizing Teams meetings and long email threads
- Drafting communications using internal context
- Analyzing trends and formulas in Excel
- Turning SharePoint or Teams content into briefs or presentations
Bottom line: If the task depends on Microsoft 365 resources or organizational knowledge, Copilot should be the default.
ChatGPT: creativity and general knowledge (plan matters)
ChatGPT excels at rapid ideation, rewriting, and “blank page” work, especially when internal context isn’t required.
Data handling can vary by plan and configuration:
- Consumer versions may use conversation data to improve models unless data controls are adjusted.
- Business and enterprise offerings typically provide stronger administrative controls and state that business data isn’t used for training by default.
Bottom line: ChatGPT may not be configured to handle sensitive organizational data by default. Do not share this information with ChatGPT without clear guidance from organizational leaders.
Appropriate use cases
Use Copilot for:
- Tasks that require internal files or organizational context
- Work involving sensitive data or regulated requirements
- Work happening directly inside Microsoft 365 apps
Use ChatGPT for:
- Early-stage brainstorming and idea generation (campaign concepts, outlines, draft variations)
- General research and background learning (without proprietary details in prompts)
- Testing and refining prompt structures before applying internal context in Copilot
Decision Framework
Use Copilot for:
- Microsoft 365 files, emails, chats, meetings
- Any task where security, compliance, or auditability matters
- Outputs that rely on organizational context and permissions
Use ChatGPT for:
- Open-ended brainstorming and conceptual exploration
- General knowledge and non-confidential research
- Building or testing early prompt drafts
Avoid using ChatGPT for:
- Confidential, client-specific, or sensitive content
- Regulated workflows requiring strict policy controls
- “Analyze this internal document” scenarios best handled inside Microsoft 365
Enabling effective AI use organization-wide
Leading organizations typically:
- Publish simple guidelines comparing Copilot vs. ChatGPT to reduce “shadow AI”
- Build standardized prompt libraries to improve consistency and speed
- Monitor adoption and outcomes to guide training and investment
- Align AI usage with governance (access, labels, retention, and auditing)
Conclusion
The best outcomes come from treating Copilot and ChatGPT as complementary tools. Copilot should be the standard for any office tasks that depend on internal context and compliance controls. ChatGPT is best for early ideation and general research where prompts can remain non-sensitive. Set clear boundaries, reinforce “what not to paste,” and you’ll get faster results with fewer risks.
Are you ready to deploy AI responsibly across your organization? Please reach out to one of our AI Experts for a consultation.
This publication contains general information only and Sikich is not, by means of this publication, rendering accounting, business, financial, investment, legal, tax, or any other professional advice or services. This publication is not a substitute for such professional advice or services, nor should you use it as a basis for any decision, action or omission that may affect you or your business. Before making any decision, taking any action or omitting an action that may affect you or your business, you should consult a qualified professional advisor. In addition, this publication may contain certain content generated by an artificial intelligence (AI) language model. You acknowledge that Sikich shall not be responsible for any loss sustained by you or any person who relies on this publication.