ModelCharter

Microsoft 365 Copilot vs Perplexity: which is safer for work?

On the facts we could verify, Microsoft 365 Copilot carries lower data-exposure risk for default at-work use. Both should still be used on an approved tier for anything sensitive.

FactMicrosoft 365 Copilot
Low risk · 0
Microsoft · Productivity
Perplexity
Low risk · 20
Perplexity AI, Inc. · Search
Trains on consumer-tier dataNoOpt-out
SOC 2 Type IIYesYes
ISO 27001YesUnverified
GDPR DPAYesYes
HIPAA BAAYesUnverified
EU data residencyYesUnverified
SSO / SAMLYesYes
Data retentionCopilot interaction history stored in the customer's tenant (Substrate/Exchange) and governed by the tenant's Microsoft 365 retention, eDiscovery, and Purview policies; not retained for training.Consumer: data retained unless 'AI data retention' is disabled; Enterprise Pro offers configurable retention and a Zero Data Retention mode; Sonar API retains no request data.

Full profiles: Microsoft 365 Copilot · Perplexity. Facts are sourced from each vendor's own policies; confirm the tier before relying on them.