معرفی مایکروسافت کپی‌لات برای مدیران: افزایش بهره‌وری و خلاقیت تیم شما با دستیار مبتنی بر هوش مصنوعی تولیدی (درون کپی‌لات)

Embark on an exhilarating journey through the digital landscape with Microsoft Copilots, a suite of AI-powered tools that help you create, edit, and optimize content, code, and data across various Microsoft platforms. This book will be your indispensable guide to harnessing the power of generative AI within the Microsoft ecosystem, introducing you to various copilots and their impact on your business processes. The book will guide you as a manager to leverage Microsoft Copilot to improve your personal productivity, your team's productivity, and achieve your business goals with success. This book is organized into five parts. The first part introduces you to Microsoft Copilot and its features and benefits. In the second part, you will get an overview of the integration of Microsoft Copilot with M365 tools. The third part teaches you about the maker copilot in Power Platform services followed by the business expert copilot for Sales and Service for Business Applications such as Dynamics 365 and Salesforce. The book also introduces you to Copilot Studio to help you extend the copilots or build your own. By the end of this book, you will have a solid understanding of Microsoft Copilot and how to use copilots effectively and efficiently with various transformation platforms. You will also have a collection of tips, tricks, and best practices to help you get the most out of Microsoft Copilot. What Will You Learn• Set up and activate Microsoft Copilot on various Microsoft platforms• Use Microsoft Copilot to generate and enhance content, code, and data with M365, Power Platform, and Business Applications tools• Understand tips, tricks, and best practices to get the most out of Microsoft Copilot• Build your own copilot using your own organization data Who This Book Is ForManagers, team leaders, and business practitioners who want to improve their and their team's productivity and creativity with Microsoft platforms Table of Contents About the Author About the Technical Reviewer Acknowledgments Introduction Part I: Getting Started with Copilot Chapter 1: Introduction 1.1 What Is Copilot? 1.2 Understanding Prompts 1.3 How Does Copilot Work? 1.4 Copilot in Microsoft Ecosystem 1.4.1 Modern Work 1.4.2 Operating Systems 1.4.3 Developer 1.4.4 Business Applications 1.4.5 Data and AI 1.4.6 Browser and Search 1.5 Copilot Mapping to User Profile 1.6 Prerequisites of Copilot 1.7 Practicing Prompts 1.8 Summary Part II: Copilot in Microsoft Productivity Tools Chapter 2: Microsoft Copilot in Word 2.1 M365 Copilot Architecture Overview 2.2 M365 Copilot for Word 2.2.1 Create Generating Document Using Generic Prompt Generating Document Using Structured Prompt Generating Document Using Reference Files and Content 2.2.2 Transform Generating New Content in Existing Document Rewrite the Content in Existing Document Transforming Text to Table in Existing Document 2.2.3 Chat with Copilot Changing Document Features Through Chat Asking Information About a Document Through Chat Prompt Guide for Chat Experience 2.3 Summary Chapter 3: Microsoft Copilot in PowerPoint 3.1 M365 Copilot for PowerPoint 3.1.1 Create Creating a Presentation Using a File Creating a Presentation Using a Prompt 3.1.2 Edit Editing an Existing Presentation Sample Prompts for Other Experiments 3.1.3 Chat with Copilot Summarization of Presentation Content Asking Information About Presentation Content Prompt Guide for Chat Experience 3.2 Summary Chapter 4: Microsoft Copilot in Excel 4.1 M365 Copilot for Excel 4.1.1 Enabling 4.1.2 Create Creating a Formula Column Creating a Pivot Table 4.1.3 Edit Sorting and Filtering Using Copilot Data Manipulation Using Copilot 4.1.4 Understand Analyze and Summarize Using Copilot 4.2 Summary Chapter 5: Microsoft Copilot in Communication and Collaboration 5.1 M365 Copilot for Outlook 5.1.1 Create Creating a New Content Drafting a Reply 5.1.2 Coach 5.1.3 Summarize 5.2 M365 Copilot for Teams 5.2.1 Catch Up 5.2.2 Create and Chat 5.3 Summary Chapter 6: Microsoft Copilot Chat 6.1 Working with M365 Copilot 6.1.1 Accessing M365 Copilot 6.1.2 Catching Up 6.1.3 Creating 6.1.4 Brainstorming 6.2 M365 Copilot Plugins 6.2.1 Architecture Update with Plugins 6.2.2 Teams Message Extensions 6.3 Summary Part III: Copilot in Microsoft Power Platform Chapter 7: Microsoft Copilot for Power Apps 7.1 Introduction to Power Apps 7.2 Prerequisites 7.2.1 Setting and Validating 7.2.2 Understanding the Process 7.3 Copilot in Canvas Apps 7.3.1 Start with Copilot 7.3.2 Edit with Copilot User Interface–Related Actions Script-Related Actions 7.4 Copilot in Model-Driven Apps 7.4.1 Additional Settings 7.4.2 Enabling Copilot in a Model-Driven App 7.5 Summary Chapter 8: Microsoft Copilot for Power Automate 8.1 Introduction to Power Automate 8.2 Prerequisites 8.2.1 Setting and Validating 8.2.2 Setting Up with Power Apps Output 8.3 Copilot with Cloud Flows 8.3.1 Start with Copilot Using Out-of-the-Box Prompt Custom Prompt with Custom Table 8.3.2 Edit with Copilot 8.4 Copilot with Desktop Flow 8.4.1 Setting Up 8.4.2 Working with Copilot Getting Help from Copilot 8.5 Summary Chapter 9: Microsoft Copilot for Power Pages 9.1 Introduction to Power Pages 9.2 Copilot for Power Pages in Action 9.2.1 Setting Up Power Pages 9.2.2 AI-Generated Page and Form 9.2.3 AI-Powered Chat Support 9.2.4 Dynamic Text Using Copilot 9.3 Summary Chapter 10: Microsoft Copilot for Power BI 10.1 Introduction to Power BI 10.2 Setting Up Copilot for Power BI 10.2.1 Enabling Power BI Copilot Tenant with Power BI Tenant with Microsoft Fabric 10.2.2 Bringing Data to Power BI Environment 10.3 Copilot in Power BI 10.3.1 Copilot to Understand the Dataset 10.3.2 Copilot to Generate Report 10.3.3 Copilot to Generate Report with Custom Prompt 10.3.4 Copilot to Add Narrative in Reports 10.3.5 Summarize Report Using Copilot 10.3.6 Answering Questions Using Copilot 10.4 Summary Part IV: Copilot in Microsoft Business Applications Chapter 11: Microsoft Copilot for Sales 11.1 Setting Up Copilot for Sales 11.1.1 Licensing Options 11.1.2 Deployment Options Admin Deployed User Deployed Microsoft Teams Settings 11.1.3 CRM-Based Settings Settings for Dynamics 365 Sales Settings for Salesforce 11.2 Summary Chapter 12: Microsoft Copilot for Sales with Salesforce 12.1 Copilot for Sales Experience 12.1.1 First Login 12.1.2 Email Summary with CRM Context 12.1.3 Draft an Email Response with CRM Context 12.1.4 CRM Actions from Copilot for Sales Pane Create New Record Add New Contact Details from Suggestions Update Contact Details Update Account Details Opportunity View and Updates Save Outlook Activities to Salesforce 12.1.5 AI Suggestion for CRM Actions 12.1.6 Teams with Copilot for Sales Collaboration Space During Teams Meeting Post Teams Meeting 12.2 Summary Chapter 13: Microsoft Copilot for Sales with Dynamics 13.1 Copilot for Sales Experience 13.1.1 First Login 13.1.2 Email Summary with CRM Context 13.1.3 Draft an Email Response with CRM Context 13.1.4 CRM Actions from Copilot for Sales Pane Create a New Record Add New Contact Details Update Account Details Update Contact Details Opportunity View and Updates Save Outlook Activities to CRM 13.1.5 AI Suggestion for CRM Actions 13.1.6 Teams with Copilot for Sales Collaboration Space During Teams Meeting Post Teams Meeting 13.2 Sales Copilot for Dynamics 365 Sales Apps 13.2.1 Get Info Getting Account-Related News Show Pipeline Opportunity-Related Information Lead-Related Information 13.2.2 Ask Questions What’s Changed What’s New 13.2.3 Stay Ahead Prepare for Sales Meeting Unreplied Emails 13.2.4 Replying to Email 13.3 Summary Chapter 14: Microsoft Copilot for Service 14.1 Setting Up Copilot for Service 14.1.1 Licensing Options 14.1.2 M365 Deployment Options Admin Deployed User Deployed Microsoft Teams Settings 14.1.3 CRM-Based Settings Settings for Dynamics 365 Settings for Salesforce 14.2 Agent-Facing Deployment 14.2.1 Configuring Agent-Facing Copilot for Service 14.2.2 Embedding Agent Copilot for Service 14.3 Summary Chapter 15: Microsoft Copilot for Service with Salesforce 15.1 Copilot for Service Experience 15.1.1 First Login 15.1.2 Email Summary with CRM Context 15.1.3 Draft an Email Response with CRM Context 15.1.4 CRM Actions from Copilot for Service Pane Create New Objects Add New Contact Details from Suggestions Update Contact Details Add New Case Manage Account Details Save Outlook Activities to Salesforce 15.1.5 Teams with Copilot for Service Collaboration Space During Teams Meeting 15.2 Summary Chapter 16: Microsoft Copilot for Service with Dynamics 365 Customer Service 16.1 Copilot for Service Experience 16.1.1 First Login 16.1.2 Email Summary with CRM Context 16.1.3 Draft an Email Response with CRM Context 16.1.4 CRM Actions from the Copilot for Service Pane Create New Records Add New Contact Details from Suggestions Update Contact Details Add New Case Manage Account Details Save Outlook Activities to Dynamics 365 Customer Service 16.1.5 Teams with Copilot for Service Collaboration Space During Teams Meeting 16.2 Service Copilot for Dynamics 365 Customer Service Apps 16.2.1 Ask a Question 16.2.2 Summarize Content 16.2.3 Draft an Email 16.2.4 Copilot Experience During Chat 16.3 Summary Part V: Extending Chapter 17: Microsoft Copilot Studio 17.1 Licensing and Accessing Studio 17.2 Extending M365 Copilot 17.2.1 Out-of-the-Box Plugins Dynamics 365 Plugins Power Platform Plugins 17.2.2 Copilot Actions Conversational Prompt, Flow, and Connector Plugins 17.3 Custom Copilot Bot 17.3.1 Custom Copilot and Environment 17.3.2 Templates and Copilot for Copilot Creation 17.3.3 Custom Copilot for Internal Users Setting Up New Internal Copilot Bot Hosting at Microsoft Teams 17.3.4 Custom Copilot for External Users Setting Up New Copilot Bot Actions Channels 17.4 Summary Chapter 18: Copilot, Generative AI, and Future of Work Appendix A: Prompt Exercise Creative Mode Balanced Mode Precise Mode Appendix B: Flow Configuration Index