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Learn to leverage Microsoft's new AI tool, Copilot, for enhanced productivity at work
In Microsoft 365 Copilot At Work: Using AI to Get the Most from Your Business Data and Favorite Apps, a team of software and AI experts delivers a comprehensive guide to unlocking the full potential of Microsoft's groundbreaking AI tool, Copilot. Written for people new to AI, as well as experienced users, this book provides a hands-on roadmap for integrating Copilot into your daily workflow. You'll find the knowledge and strategies you need to maximize your team's productivity and drive success.
The authors offer you a unique opportunity to gain a deep understanding of AI fundamentals, including machine learning, large language models, and generative AI versus summative AI. You'll also discover:
Take your Copilot proficiency to the next level with advanced AI concepts, usage monitoring, and custom development techniques. Delve into Microsoft Framework Accelerator, Copilot plugins, semantic kernels, and custom plugin development, empowering you to tailor Copilot to your organization's unique needs and workflows. Get ready to revolutionize your productivity with Microsoft 365 Copilot!
SANDAR VAN LAAN is a Senior Principal at Slalom within the Microsoft Modern Work and AI space, leading Copilot rollouts across multiple clients and demonstrating a deep understanding of AI and its practical applications in the enterprise environment. His strategic approach has been instrumental in guiding organizations through the adoption process, ensuring seamless integration and maximizing the benefits of AI technologies.
JARED MATFESS serves as an AI Architect at AvePoint, bringing more than two decades of experience within the Microsoft ecosystem to his role. He has been honored with the Microsoft MVP award six times for the Office App & Services category and is actively engaged in sharing his expertise at various community events. Jared's primary ambition is to assist organizations in their transformation by leveraging advanced technologies like AI.
THOMAS FLOCK is a senior consultant at Slalom and specializes in data integrating using AI. His father was a senior engineer for MCI starting in 1983 when he was born, so Thomas has been around computers all his life. Thomas grew up in the Fairfax Virginia area and his first job was for Network Access Solutions in Herndon as a TCP/IP tester.
ANN REID is a keen early adopter and experienced M365 Copilot implementation consultant with Slalom. With over 20 years of IT experience, she recognizes the transformative impact of M365 Copilot on organizations as well as challenges it presents. She shares some practical knowledge and strategies for building robust information protection capabilities and demystifies the process of prompt engineering for M365 Copilot.
Introduction xxi
Part I Understanding and Using Copilot 1
Chapter 1 Introduction to Artificial Intelligence 3
The Importance of AI 4
Foundations of AI 5
Real-World Applications of AI 6
Impact of AI on Various Industries 7
Healthcare Industry 7
Manufacturing Industry 8
Finance Industry 9
Case Studies of Successful AI Implementations 10
Ethical Considerations 12
Responsible Use of AI 13
Future Ethical Considerations 14
AI and Society 15
Public Perception and Acceptance of AI 16
The Future of AI 16
Potential Advancements and Breakthroughs 16
Preparing for an AI-driven Future 17
Conclusion 18
Chapter 2 Introduction to Microsoft 365 Copilot 19
Microsoft 365 Copilot-Your Personal AI Assistant 19
Differences from Other Chat-based AI Personal Assistants 21
Fitting Microsoft 365 Copilot into a Day-to-day Routine 21
Prompt Generation 24
Fact-Checking 24
Microsoft 365 Copilot Versus Clippy 24
The Security of Microsoft 365 Copilot 25
Conclusion 25
Chapter 3 An Introduction to Prompt Engineering 27
Introduction to Large Language Models 28
Foundations of Prompt Engineering 29
Concept of Prompt Engineering 29
Three Prompt Mnemonics 30
Refining Your Prompt 33
Other Prompting Styles 34
Prompt Validation Steps 36
Copilot Lab 38
Overview of Copilot Lab 38
Bookmarking Your Favorite Prompts 40
The Future of Prompt Engineering 40
Conclusion 41
Chapter 4 Security/Purview Planning in Preparation for Copilot 43
Introduction to Information Protection 43
Deploying M365 Copilot 44
Building a Culture of Information Protection 44
Identifying Weaknesses in Information Protection 45
Conducting a Risk Assessment 46
Review Your Security Foundations 48
Zero Trust and Conditional Access 48
Identity Access Management 49
Dynamic Access Policies 50
Data Classification and Sensitivity Labels 52
Review Your Data Policies 53
Data Loss Prevention Policies 54
Data Retention Policy 54
Data Encryption Policy 55
Data Breach Policy 56
Acceptable Use Policy 57
Review Your Toolkit 58
Microsoft Entra ID 59
Microsoft Copilot Dashboard 60
Public Web Content in M365 Copilot 61
Microsoft Purview 62
SharePoint Advanced Management 65
AI-Powered Security Capability 66
Get Your Pilot Started with These Initial Steps 67
Conclusion 69
Chapter 5 Planning Your Microsoft 365 Copilot Rollout 71
Project Management 72
Stakeholder Management 72
The Project Team Pilot 73
The "Equity" Risk 76
The "Oversharing" Risk 77
Technical Enablement 79
Initial Provisioning Issues 80
Governance 80
Content Governance 81
Copilot Acceptable Use Policy 82
Microsoft 365 Copilot Operating Model Dependency 82
Generative AI Steering Committee Best Practices 84
Change Management 86
The Power of Personas 88
Building Your Change Champion Network 89
Identifying Change Champions 89
Mobilizing Change Champions 90
Creating Onboarding Materials 90
Copilot Lab 91
Hosting Office Hours 92
Success Measures 93
Technical Extensibility 97
Managing Microsoft 365 Copilot Extensibility Requests 97
Building Your Copilot Center of Excellence 99
Conclusion 100
Chapter 6 Microsoft Copilot Business Chat 101
Free Personal Versus Paid Corporate Versions 102
Accessing the Free Version of Business Chat 102
Accessing the Paid Version of Business Chat 104
Working with Business Chat 108
Pulling Data from the Internet 110
Pulling Information from Internal Systems 112
Copilot on Your Phone 113
Privacy Concerns Using Business Chat 116
Conclusion 117
Chapter 7 Microsoft Outlook 119
Creating Communications with Microsoft 365 Copilot 120
Drafting Your Prompt 120
Tone and Length 121
Refining Your Message 123
Managing Escalations 124
Microsoft 365 Copilot Coaching 124
Summarizing Email Threads 125
Email Summarization-Chat 127
Calendar Information 129
Conclusion 131
Chapter 8 Copilot in Microsoft Teams 133
Managing Project Communications 134
Summarizing Chats and Channel Communications 134
Creating Posts and Chats with Copilot 138
Creating a post or chat with Copilot 138
Tone and Length 141
Copilot and Grammatical Issues 141
Managing Project Meetings 141
Using Copilot During a Live Meeting 142
Using Copilot with a Past Meeting 143
Copilot in Microsoft Teams Phone 144
Data Privacy and Security 144
Conclusion 146
Chapter 9 Copilot in Microsoft Excel 147
Getting Started with Copilot in Excel 147
Identifying a Dataset 148
Preparing Your Workbook 148
Manipulating Excel Data 150
Creating New Formulas 150
Creating Charts 152
Creating a PivotTable with Copilot 156
Asking Questions About Your Data 157
Copilot Suggested Prompts for Data Insights 159
Additional Formatting 162
Managing Sales Data with Copilot 165
Conclusion 171
Chapter 10 Copilot in Microsoft PowerPoint 173
Preparing Your PowerPoint Template for Copilot 174
Initial Setup of an Organizational Assets Library 174
PowerPoint Template Requirements 175
Creating Your First PowerPoint Presentation with Copilot 176
Improving the Prompt 177
Improving the Content 179
Generating New Content 182
Navigating Microsoft PowerPoint with Copilot 184
Creating a PowerPoint Presentation from a Microsoft Word Document 186
Refining Your Presentation with Copilot 188
Using Copilot to Get Feedback on a Presentation 189
Using Copilot to Clarify a Presentation 190
Using Copilot to Improve Engagement on a Presentation 191
Conclusion 191
Chapter 11 Copilot in Microsoft Loop 193
Loop Overview 193
What's in a Loop? 194
Getting Started with Loop 195
Loop Components within Teams 196
Creating a Loop Workspace 197
Inviting Others to Collaborate 198
When to Use Loop 199
Positioning Loop in Your Organization 200
Use Cases for Loop 200
Microsoft 365 Copilot in Loop 202
Brainstorming with Copilot 204
Unlocking Insights with Copilot 208
Conclusion 210
Chapter 12 Transforming Text with Copilot in Microsoft Word 211
Getting Started with Copilot in Word 212
Using Reference Documents to Enhance Copilot Results 214
Rewriting with Copilot 215
Copilot's Document Analysis Capability 218
Conclusion 220
Part II Extending Copilot 221
Chapter 13 Unlocking Real Value with Copilot 223
The Business Case for Copilot 223
Executive Summary 225
Background and Introduction 226
Business Objectives 228
Current Situation Analysis 229
Solution Description 230
Implementation Plan 231
Cost-Benefit Analysis 231
Evaluation and Measurement 233
Presenting Your Business Case 234
Measuring Business Value 234
Copilot Adoption Dashboard Setup 234
Accessing the Copilot Adoption Dashboard 235
Copilot Adoption Dashboard "Advanced Features" 238
Viva Pulse Surveys 238
Mapping Business Processes: The Proposal Use Case 242
Mapping Your RFP Response Process 243
Aligning Tasks to Copilot Capabilities 243
Building an Enterprise Prompt Library 244
Reporting Your ROI 246
Conclusion 248
Chapter 14 Introduction to Microsoft Copilot Studio 249
Who Should Use Copilot Studio? 250
Customizing Existing Copilot vs. Creating a Stand-alone Copilot 250
Getting Started with Microsoft Copilot Studio 252
Navigating the Copilot Studio User Interface 252
Building Your First Copilot 255
Testing Your Copilot 259
Publishing Your Copilot 260
Creating a Copilot Plugin 264
Testing Your Copilot Plugin 270
Conclusion 272
Chapter 15 Creating a Custom Teams Copilot 273
Extensibility Options 274
Knowledge and Software Prerequisites 274
An Understanding of the General Architecture of Plugins 275
A Code Background 275
A Microsoft Developer Account 276
Node.js and npm 277
Introduction to Node.js 277
Installing Node.js 278
Selecting the Correct Version of Node.js 279
npm Configuration Tips 280
Installing .NET 282
A Configured Integrated Development Environment 283
Installing and Setting Up VSCode IDE 284
Downloading VSCode 284
Essential Extensions for VSCode 285
Customizing the IDE for Productivity 285
Installing Azure AI Studio SDKs and Necessary Libraries 286
Setting Up TypeScript for Azure AI Development 286
Git 287
Installing Git 287
Initial Git Setup 288
Building a Custom Teams Copilot 288
Deploying a Custom Teams Copilot 300
Introduction to Semantic Kernel 304
Conclusion 305
Chapter 16 Copilot Wave 2 Features 307
Bizchat, aka Copilot Chat 307
Copilot Updates in Outlook 309
Copilot Updates in PowerPoint 310
Copilot Updates in Microsoft Teams 314
Copilot Updates in Word 314
Copilot Updates in Excel 315
Copilot Updates in OneDrive 317
Copilot Pages 319
Copilot Agents 321
Conclusion 323
Index 325
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