The problem with (Enterprise, 365) is that it's critically underpowered for precisely the kind of knowledge work that the 365 power users need it for. Summarizing emails or Word docs, or creating a ppt from an email, are essentially parlor tricks. The value is in the long context that encodes your specific business practice...except that copilot flakes hard when the window gets long, and can only be fed a handful of knowledge sources.

Copilot also has no semantic knowledge of Microsoft-but-not-365 things like PowerBI dashboards, so your average cubicle jockey, who doesnt have access to the data model, can't, say ask it to pull last month's sales figures. That's a giant hole in capability.

The agent discoverability is non existent, so teams end up repeating work. It doesnt have a skills.md type of model that allows for easy, non-admin, extensibility. And most fatal of all IMHO is that it does not play nicely with other non-Microsoft things out there. This may be as much a fault of Salesforce and Atlassian etc as Microsoft's, but Copilot cant see into and manipulate objects in those products (certainly not without admin-level approval, and even then, not very much).

I feel that Microsoft are losing the game here by not allowing a genuine democratization of what the tools can do. Excel is impregnable, not just because society is built on it, but because even the lowliest office grunt is allowed to use all of it. If Copilot can't be used and wired to everything that a knowledge worker uses without requiring IT- or 365-admin approval, then what will happen is that Shadow AI will show up and workers will start bringing thwir own AI tools into work, with ugly consequences for security and data exfiltration.

My crystal ball says that Microsoft know that CP cant do it all, so they will pitch Cowork, as a sort of workaround, at which point some companies will balk at the price and park CP in a dark corner while the real work gets done in Google Workspace or Slack or whatever other environment gives them more of what they need.