Copilot for Microsoft 365: Harness the Power of Generative AI in the Microsoft Apps You Use Every Day

Become a master of productivity with Copilot in Microsoft 365! Copilot and the technology behind it are so new that you’ll need a thorough walkthrough from start to finish or you’ll be left behind. If it feels overwhelming now, it’s only going to get worse as more companies race to compete in releasing their generative AI apps. It doesn’t matter if you are young or old, fresh from the university or an industry veteran—generative AI is here to stay, and managers will expect their employees to know how to use it. Beginners wondering what Microsoft Copilot is will walk away with a thorough understanding of what it does, what it will cost, how to access and use it, and what enterprise-grade security it offers. This book contains a brief introduction to generative AI for readers who are unfamiliar with the overall concept or have little to no experience chatting with AI. It discusses large language models, responsible AI, and how Copilot integrates with Microsoft Graph and enterprise data such as email, calendar, chats, meetings, contacts, and documents. You will learn what subscriptions are covered and enjoy chapters on how to make use of Copilot in Word, Excel, PowerPoint, Outlook, Teams, and Microsoft Graph-grounded chat to increase productivity that’s specific to data within your organization. Author Jess Stratton’s practical examples are clear and will reassure you that Copilot and generative AI is a tool to help you be the best professional you can be, instead of replacing you. Written by a professional trainer who makes learning fun with clear step-by-step examples and screenshots, you will enjoy this book and discover how Copilot in Microsoft 365 can help you solve problems, accomplish tasks faster, and communicate better. What You Will Learn Understand what Generative AI is and how to write a prompt See how Copilot is safely integrated with your enterprise data Gain insight into how companies are working to remove bias and create AI responsibly Dive into each way Copilot can help you in Word, Excel, PowerPoint, Outlook, Teams, and Microsoft Graph-grounded chat Who This Book Is For End users, managers, stakeholders, decisions makers, Microsoft 365 users who get overwhelmed starting projects or who would like to gain more time back in their day, and anyone who would like to learn some Internet history and discover what all the fuss is about over generative AI Table of Contents About the Author About the Technical Reviewer Acknowledgments Introduction Chapter 1: An Introduction to Chat and Generative AI The Machines Learn How to Learn OpenAI Is Created... and Begins Creating Language Models Become... Larger Chatting with a Machine Is Like Chatting with a Friend Generative AI: The Basics Constructing a Prompt Getting Different Types of Output Large Language Model (LLM) Generative Pre-trained Transformer (GPT) Hallucination Zero-Shot (Direct) Prompting One-Shot and Few-Shot Prompting Role-Based Prompting Chain of Thought Prompting Prompt Engineering Intelligent User Interface Summary Chapter 2: An Introduction to Microsoft Copilot The First Office Assistant Is Created – As an Animated Paperclip The Ribbon Arrives, As Does a Subscription Model Microsoft Puts Your Internet Connection to Work Microsoft Introduces Your New Copilot for Work The Elements That Make Up Copilot Large Language Models Commercial Data Protection Microsoft Graph Grounding Copilot with Microsoft Graph-Grounded Chat Copilot with Web-Grounded Chat The Semantic Index The Microsoft 365 Apps and Microsoft Graph-Grounded Chat What, Specifically, Can You Do with Copilot? Summary Chapter 3: A (Brief) Introduction to Responsible AI Responsible AI Development Safety Considerations in AI Determining an AI’s Trustworthiness The Risks of Using Generative AI A Biased Dataset Can Lead to Biased Responses An AI Response Can Be Very Wrong, but Sound Very Correct Authors and Artists Are Upset Their Works Are Being Used to Train AI Microsoft’s Commitment to Responsible AI How Does a Document of Guidelines Turn into Real-World Practices? Your Role in Mitigating the Risks of Generative AI Summary Chapter 4: Accessing Copilot Copilot – For Consumers with a Free Microsoft Account Limitations of the Free Copilot Wait – What the Heck Is a Boost? Copilot Pro – For Consumers with a Personal or Family Microsoft 365 Account Limitations of Copilot Pro Copilot for Microsoft 365 – For Business and Enterprise Users with a Microsoft 365 License After Purchasing a Copilot for Microsoft 365 or Copilot Pro License In the Browser In the Desktop Apps Sign into the Apps with the Correct Account Update Your License in the Apps Mac Windows Curious if Your Business or Enterprise Account Is Licensed for Copilot? Summary Chapter 5: Copilot in Word Generate Content in a New, Blank Document Rate the Response Keep the Response As Is Refresh/Regenerate the Response Delete or Refine the Response Generate Content in an Existing Document Use the Inspire Me Button Reference an Existing File Transforming Existing Content Rewrite with Copilot Replace or Insert As Additional Text Regenerate or Change the Tone of the Response Transform Text into a Table Summarize and Get Questions Answered About Existing Content Summarize the Document Revise the Summary Copy the Response to the Clipboard Change to a New Topic Start a Chat with Copilot Get Started with Prebuilt Prompts View Starter Prompts to Understand Your Document or Ask Questions About the Content View More Prompts Online at Copilot Lab Research and Get Questions Answered While You’re Using Word Ask Copilot to Generate Text for You Get Help Using Word Summary Chapter 6: Copilot in Excel Download the Sample File Used in This Chapter Turn On AutoSave Select Any Cell That Contains Data from an Excel Table or Data Range Identify Insights Summaries, Trends, and Outliers Charts and PivotTables Transform Data Boldface and Highlight Data Sort and Filter Data Create Column Formulas Research and Accomplish Excel Tasks Summary Chapter 7: Copilot in PowerPoint Create a Presentation from a Prompt View More Prompts and Access Copilot Labs Designer and Copilot – A Perfect Pairing! Make Theme and Color Changes Create a Presentation from an Existing File or Theme Create a Presentation from a File Add and Organize Slides Add an Agenda Slide Add a New Slide Add Images Add a Slide and an Image at the Same Time Organize a Presentation Understand, Summarize, and Identify Key Points from a Presentation Ask, Ask, Ask! Research, Learn PowerPoint, and Get Design Assistance Get Design and Presentation Assistance Summary Chapter 8: Copilot in Outlook Draft Emails and Generate Content Windows Mac Using the Draft with Copilot Dialog Box Reply to Emails Windows (New Outlook Only) Using the Reply with Copilot Dialog Box Mac Windows Summarize an Email or Conversation Thread Get Coaching Assistance on Tone, Clarity, and Reader Sentiment Windows Mac Tone Reader Sentiment Clarity Find Files and Answer Questions About Email (Windows Only in New Outlook) Summary Chapter 9: Copilot in Teams Catch Up During Live Meetings Get Action Items and Questions Answered Use Copilot Without Saving a Recording or Transcription Recap Past Meetings Summarize Group or Individual Chat Threads It’s Your Copilot Rewrite Messages for Better Tone and Clarity Get Questions Answered About Your Organization Pin Copilot to the Navigation Bar for One-Click Access Summary Chapter 10: Copilot in Microsoft Graph-Grounded Chat Accessing Graph-Grounded Copilot to Chat Via the Chat Pane in Microsoft Teams Via the Copilot Icon on the microsoft365.com Navigation Bar The Work Tab at copilot.microsoft.com The Sidebar in the Microsoft Edge Browser Ask Questions About Your Organization, Including Questions Related to Your Schedule, Emails, Files, and Meetings Prepare for Meetings Use the Web Content Plugin Analyze Images on Microsoft Copilot’s Web-Grounded Chat Generate Images Using Copilot Image Creator Summary Chapter 11: A (Brief) Talk About Copilot in the Microsoft Ecosystem Copilot Is a Brand The Brand Becomes Unified Across Microsoft Products Microsoft Copilot in Windows Copilot Gets Its Own Key Microsoft Copilot for Finance Microsoft Copilot for Service Microsoft Copilot for Sales Microsoft Copilot for Security Microsoft Copilot Studio The Future of Microsoft Copilot Microsoft Build Microsoft Ignite The Microsoft Events Website The Microsoft 365 Blog Don’t Stop Learning! Summary Index Become a master of productivity with Copilot for Microsoft 365! Copilot and the technology behind it are so new that you’ll need a thorough walkthrough from start to finish or you’ll be left behind. If it feels overwhelming now, it’s only going to get worse as more companies race to compete in releasing their generative AI apps. It doesn’t matter if you are young or old, fresh from the university or an industry veteran—generative AI is here to stay, and managers will expect their employees to know how to use it. Beginners wondering what Microsoft Copilot is will walk away with a thorough understanding of what it does, what it will cost, how to access and use it, and what enterprise-grade security it offers. This book contains a brief introduction to generative AI for readers who are unfamiliar with the overall concept or have little to no experience chatting with AI. It discusses large language models, responsible AI, and how Copilot integrates with Microsoft Graph and enterprise data such as email, calendar, chats, meetings, contacts, and documents. You will learn what subscriptions are covered and enjoy chapters on how to make use of Copilot in Word, Excel, PowerPoint, Outlook, Teams, and Microsoft Graph-grounded chat to increase productivity that’s specific to data within your organization. Author Jess Stratton’s practical examples are clear and will reassure you that Copilot and generative AI is a tool to help you be the best professional you can be, instead of replacing you. What You Will Learn• Understand what Generative AI is and how to write a prompt• See how Copilot is safely integrated with your enterprise data• Gain insight into how companies are working to remove bias and create AI responsibly• Dive into each way Copilot can help you in Word, Excel, PowerPoint, Outlook, Teams, and Microsoft Graph-grounded chat For: End users, managers, stakeholders, decisions makers, Microsoft 365 users who get overwhelmed starting projects or