Get started with Microsoft Copilot for Microsoft 365

October 18, 2024

Copilot for Microsoft365 combines the power of the latest large language models (LLMs) withMicrosoft 365 apps and your business data within the Microsoft Graph.

You can use prompts to query across

       * Teams

        * Word

        * Outlook

        * PowerPoint and

        * Excel

Combined with the power of the web—turn your words in emails, chats, calendar,files, and more into the most powerful productivity tool on the planet.

Accessing Copilot for Microsoft 365 is done via Teams, Windows, Bing, or Microsoft365.com when you’re signed in with your work account by clicking the Copilot logo in the Home tab of each app.

Here are a few examples of how Copilot can help you in Microsoft 365 apps.

GENERAL COPILOT

Quickly catch up on projects

          “Summarize emails where I was mentioned.”

Create content by getting data from multiple sources

          “Draft a personal email I can send to people in [Role] to call their attention to [Product’s] launch.”

Get quick insights from a sea of content—no matter where the information is

        “Teach me about [Concept] in a way a non-technical person could understand.”

Prepare for meetings

         “Create a storyboard for a 60-minute keynote where I need to engage a room full of [Audience] about [Topic]; use [File] and [File] as background.”

COPILOT IN TEAMS

Catch up on missed meetings in a pinch

        “What were the key points discussed?”
        “Draft a summary from last week's spotlight meeting and include top customer pitch tips.”

Host team brainstorm sessions

        “Start a targeted promotion plan based on our meeting notes.”

COPILOT IN WORD

Draft job descriptions from scratch

       “Generate a job description for a [Role]. Include bullet points from the [Role] core responsibility list.”

Discover and summarize a detailed process document

“Review this document [File] and summarize all references into bullet points.”

COPILOT IN OUTLOOK

Draft personalized emails

        “Draft an offer letter to [Name] with a start date of [Date]. Include our benefits information and use a professional tone.”

Discover new sales leads

         “Highlight emails from new senders.”

          “Invite [client] to a meeting to discuss our core offerings. Include three time options.”

COPILOT IN POWERPOINT

Update template slides

       “Update the pitch template slide using the recap from last week’s Teams meeting. Include the client’s logo on the slide.”

Create new slides with existing content

       “Summarize the client’s profile, promotion plans, and taglines and separate into three new slides.”

PROMPT GUIDANCE

Copilot can help you generate content ideas, gain insights, assist with storytelling, translate languages, solve technical problems, and more—all based on your prompt. Copilot Lab is a helpful resource for finding guidance on using prompts and tips and tricks for building your Copilot skills.

Visit Copilot Lab at aka.ms/CopilotLab

HELPFULL RESOURCES

Copilot Lab : https://copilot.cloud.microsoft/en-US/prompts

Small and Medium Business Adoption Page : https://adoption.microsoft.com/en-us/copilot/smb/

SMB Adoption Community : https://techcommunity.microsoft.com/t5/copilot-for-small-and-medium/bd-p/CopilotforSmallandMediumBusiness

Copilot for Microsoft 365 documentation : https://learn.microsoft.com/en-us/copilot/microsoft-365/?view=o365-worldwide