Understand the Microsoft 365 Copilot subscription

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- There are different versions of Microsoft Copilot, including a free version that anybody can use at
the website, [Link]. But the version that we are covering in this workshop is
Microsoft 365 Copilot. This is a set of AI tools designed to help people in the workplace. Microsoft
365 Copilot is not free, it is a subscription that must be purchased by your organization. First, you
must have an existing Microsoft 365 account with a business, school, or similar organization.
Generally, this means that your employer or school has assigned a Microsoft account to you and your
coworkers, which you use for Microsoft Services and applications like Word, Excel, PowerPoint, and
Outlook. You can see a list of the specific Microsoft 365 licenses that are eligible here on this website.
If you are a member of one of these organizations, then your Microsoft administrator can also
purchase the license from Microsoft 365 Copilot for you and your coworkers. So if you and your
coworkers don't have the Microsoft 365 Copilot features or if you don't know whether you have
them, you should talk to your administrator to see if they can add that license. This Microsoft
administrator is usually somebody in the IT department at your company or school. So the tools that
we will see in this workshop are only for people in an organization, however, if you are an individual
not associated with an organization like this, you may want to look into Copilot Pro, that is a separate
subscription for individual users, which will also enable AI tools inside of Office applications, like
Word, Excel, PowerPoint, and Outlook, but for an individual account. Of course, we're not covering
Copilot Pro in this workshop, but for more information and context about Copilot Pro and other
Copilot products, I encourage you to watch my other workshop called, "What is Copilot? Get started
with Microsoft's Everyday AI companion," and if you do have a Microsoft 365 account with the
Microsoft 365 Copilot license, make sure you're ready to sign into that account as we go through the
rest of this workshop.

Use Copilot Business Chat with your work data

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- As we start using Copilot on the web, it's very important that you recognize that things change.
Copilot is updated and changed very often. In the past, I would recommend you start at the website,
[Link], but now the tools on this website are really only intended for individual
consumers. For business, enterprise and education users, you should go to [Link] and sign in
with your Microsoft 365 account. After signing in, you'll see a button for Copilot on the sidebar on
the left. You can click that and start working with Copilot, or it may be easier to go here directly by
going to [Link]/chat or [Link]/chat. There's a chat field at the bottom where you can
ask questions or make requests, but before we use that, you should look at this switch at the top
where you can switch between work or web. If you switch to the web mode, this is similar to the free
version of Copilot. This will use publicly available information from the web to answer your questions
and your requests. So using the chat field, I'm going to ask Copilot to describe the changes in trends
in residential mortgage interest rates in Northern California over the past 10 years. And Copilot can
answer that question using information from the internet. Sometimes you will see these small
numbers. These are citations, which are links that you can click to take you to the website where it
found this information. And these chat conversations are protected with enhanced security that the
free version of Copilot does not have. When I point at this shield near the top right, it shows that I
have enterprise data protection, so my requests will not be saved and will not be used to train the AI
language models, but that's just the web mode. If you switch to the work mode, then questions you
ask or requests you make in the chat will be answered using information from your organization. So
you can get information about your own calendar, your coworkers, your team communication or files
that have been shared with you on OneDrive or SharePoint. This experience is called Business Chat
or Biz Chat, and it's one of the main benefits of Microsoft 365 Copilot. So I'll ask a question that can
only be answered using information from my organization. This could be something as simple as
when is my next meeting? This uses secure information from my calendar to answer that question.
But you can also ask questions or make requests related to specific people in your organization or
documents that have been shared with you. I'll ask which executives are mentioned in the, then to
refer to a specific document, you can type the slash key followed by the name of that person or
document, and it searches through all of the documents that you have stored or have been shared
with you on OneDrive or SharePoint. It found the document that I want, so I'll select that and send
the question. Copilot gives me an answer which refers to a secure document that was shared with
me by somebody in my organization, and I can ask follow-up questions. I'll ask if I've ever received an
email from any of them. Copilot remembers the context of the previous question and gives me the
answer. So now I'm getting information about that shared document along with information about
coworkers in my organization and my own email communication. Now, in these responses, I still see
citations, these small numbers, and again, this is where Copilot found this information, but it did not
find this information on public web pages. It found it in my email. So I can click one of these citations
and it will take me right to the email message where it found this. I'll just close this and go back to
Copilot. At the bottom of the response, it says three of 30, so I can continue asking follow up
questions or just keep chatting with Copilot, and it will remember the context for up to 30 responses.
Just make sure you look at this number on your screen because that limit could change in the future.
And if you ever want to clear that context and start a completely new conversation, you can click the
new chat button up at the top. That resets the conversation and Co-pilot will not remember what
you were talking about before. However, you can click this button near the top right to open the chat
history panel. Now, this is not a list of individual questions, it's a list of conversations. So I can select
one of these to see all of the questions and responses from that conversation, and I could continue
that chat from here. With the Business Chat, everything is protected by the security and privacy
safeguards in Microsoft 365. You will never be able to access another person's messages, calendar or
other private information. Copilot will only show you information that you have permission to access.

Leverage several Copilot tools in Microsoft Teams

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- There are several Copilot tools in Microsoft Teams. So let's take a quick look at some of those
features. First, Copilot can help you revise messages that you write in Teams. So you could start from
a team channel and click the button to post a new message, then type your message. And at the
bottom of the message field, there is a Copilot button which opens the Rewrite panel. In the Adjust
menu, you can choose a different tone or length, or you can simply click Rewrite to see the revision
that Copilot suggests. If you don't want to keep it, you can just close this panel, or you can click
Replace if you do want to keep the revised version. So you can do that in a team channel. Or if you go
to the Chat section and select a chat conversation, you'll see that same Copilot rewrite option is
available for messages in a chat as well. Next, we'll see how Copilot can help you by offering
summaries or answering questions about your chat conversations. So I'm already in the Chat section,
and I've selected this conversation with my coworker, and I'm looking for some specific information
that we've discussed in the past. Instead of scrolling back and reading through all of these messages,
I can ask Copilot. I see the Copilot button near the top right, and that opens the Copilot panel. And
you can ask for a summary or ask it to find action items from your conversation. I'll ask it to give me
highlights from the past 30 days. And I get a summary of everything we've discussed recently. Now,
you can also click more prompts to see more suggestions of things that you can ask, but I'll ask a
direct question. I'll ask: What is the status of the Kineteco contracts? And it answers the question and
even includes citation links. I can click a citation to go to the exact message where it found that
information. And you can also ask follow-up questions, and you can have an ongoing chat
conversation with the AI. And finally, you can use the business chat inside of Microsoft Teams. When
you're in the Chat section in Teams, there's a big Copilot option at the top of your chat list. This is
completely different from the Copilot button that we used inside of a chat with a specific person.
When you select this big Copilot option, you can chat directly with Copilot itself. So this is not giving
you information about a specific conversation. Instead, this is Business Chat. Remember at the
beginning of this workshop when we were on the Copilot website and there was a switch for work or
web? When you choose the work mode, you can ask questions about your schedule, your
teammates, your documents, and other information in your organization. And this is the same
experience you get when you choose the main Copilot chat in Teams. This is Business Chat. So I'll ask
it to summarize the marketing review meeting this week. And it gives me that summary using private
secure information about a meeting I had in Teams with my coworkers. And by the way, asking for a
summary of a meeting like this will only work if that meeting was recorded. Now, you are not limited
to questions about your organization here. I could ask something like: How is the weather in London?
And Copilot can still answer that question using information from the public internet. But take a look
at this: you can click the Plugins button in the chat field, and you see that I have the plugin for web
content enabled. If you do not want Copilot to use information from the public internet here in the
Business Chat, you can disable this plugin. So if you spend a lot of time working in Microsoft Teams,
this may be your best way to work with the Business Chat.

Get summaries of meetings in Teams

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- In another video, we saw several Copilot features in Teams, but there's one more feature we need
to see. Copilot can offer AI recaps and summaries of meetings in Teams. So I'll go over to the
calendar section and I'm going to start a meeting, and for now, I'm just going to be in a meeting
alone, but we can still see everything that we need to see. And I'm going to resize the window so we
can see all of the buttons up at the top. For Copilot to offer an AI summary of your meetings, you will
need to record those meetings. To do that, you can click the More button up at the top, then go to
Record and Transcribe. So I have the option to start a recording or start the transcript. I'll just click on
the option to start recording, and it tells me that both the recording and the transcription have
started, and that's what I need. If the transcript is not running, you should make sure you go back to
that menu and start the transcription. The AI assistant depends on that transcription to find
information for you. Also, that recording and transcript must run for at least five minutes before the
AI will have enough material to work with. Now you can feel free to close this transcription panel if
you don't want to see it, and it will still be recording in the background. Or you can go to the More
menu, to Record and Transcribed, and you can choose Show Transcript if you do want to see it. Now
at this point, anybody in the meeting can click this Copilot button up at the top. It will open up the
Copilot panel and they can ask questions using the chat field. So you could ask for a summary of the
meeting or you could ask what you missed if you joined a meeting late. Or you can ask about specific
topics discussed in the meeting. But the way most people use this is to get a summary or ask
questions after the meeting has ended. So I'm actually going to leave this meeting, and of course the
recording will stop when everybody leaves the meeting. After a meeting has ended, there are a few
ways to get to the AI summary. One option is to go to the Chat section, so you can select the Chat
button on the sidebar on the left, and your meeting will probably be listed here along with your chat
history. Here is the meeting that I just left, but this is a meeting that I had with some of my coworkers
earlier today. This one is more interesting. So you can select the meeting that you want to see
information about it, including the transcript, or you can open the recording from here. Or if you
don't see the meeting listed here, that's no problem. You can go back over to the calendar section,
and you may have to use the arrows in the top left to skip back through the calendar to when that
meeting happened. But once you find the meeting on your calendar, as long as the meeting has
ended, you can double click it to see information about it. And you get the same summary options.
So you can open the recording or the transcript from here. And at the top, there is a recap tab. And
here, you can see the AI generated notes, which summarize the major points discussed in the
meeting. Copilot uses the content of the recording and transcript to generate these notes. You may
find what you need here in the AI notes, but you can also ask the AI direct questions about the
meeting. I see the Copilot button in the top right, and I can click that to open the chat panel, and ask
a question that Copilot will only be able to answer using information from the meeting transcript. I'll
ask, what are the challenges our banks have faced with the new online banking system? And Copilot
is able to answer that question based on the meeting transcript.

Understand the Copilot subscriptions

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- [Instructor] The name Copilot is used by Microsoft across several of their products and services. So
before we jump into this course, I want to take a moment to clarify how the name applies to the
specific course. I'm here on Microsoft's website at [Link]/microsoft-Copilot, and let's take a
look at the different options that are listed here. First, we have the free version of Copilot. Anyone
can use Copilot on the web by going to [Link] to ask questions, draft text, and
generate images. There are some limitations to the free version of Copilot, such as the number of
prompts you can use per day being capped, and the responses from Copilot potentially being a little
slower. But again, anyone can use this web-based version of Copilot for free. Now, in order to enable
Copilot in Microsoft 365 applications like Word, Excel, PowerPoint, and so on, you have to have a
paid subscription to Copilot through either a personal or individual account or an account you have
through work or school also refer to as a business account. If you're subscribing as an individual,
you'll be subscribing to Copilot Pro, and you can see that one of the features of Copilot Pro is that
you can access Copilot in Microsoft 365 apps. Now, if your Microsoft account is through your work or
school, that's considered a business account, and the subscription for business accounts is called
Copilot for Microsoft 365. In most cases, if you have your subscription through work or school, your
network administrator or IT department will set up your Copilot subscription for you, and you'll see
Copilot when you open up your Microsoft 365 applications without having to do anything yourself.
All right, so that's a quick overview of the different Copilot subscriptions. For this course, just bear in
mind that you must have either a Copilot Pro or a Copilot for a Microsoft 365 subscription to see
Copilot in the Microsoft 365 apps we'll be using. Now, if you'd like to learn more about what Copilot
entails across Microsoft's products and services, including more about the web-based version of co-
pilot, be sure to check out my colleague Nick Brazi's course. "What is co-Pilot? Get Started with
Microsoft's Everyday AI companion".
Understand the ingredients of a good prompt

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- Anytime you interact with an AI, like Copilot, what you're typing, whether it's a question or request
or an instruction, is called a prompt. You're literally prompting the AI to respond. With almost all
modern AIs, you can think about prompting, like having a conversation, where you can use plain
language and engage in a back and forth with the AI to get the results you want. Some examples of
basic prompts are things like, "Summarize this presentation" to get the gist of a PowerPoint
presentation, or "Check this document for errors" to edit text in Word, or "Give me three ideas for a
blog post" to generate new content, or "Tell me what happened in this meeting" to catch you up in a
recorded Teams meeting. So these are all valid prompts and they use plain, conversational language
to ask for results, but the better your prompts are, the better your chances are of getting good
results. So for example, while you could chat with Copilot in Microsoft Teams and say something
simple like, "Tell me what happened in this meeting," you might not get the information you're
looking for and you might find yourself having a longer conversation in order to get Copilot to tell you
what you really want to know. Copilot works best if you take the time to craft your prompts to focus
in on the key elements of your question or request. So let's take a look at the ingredients that make
up a good prompt. So the first basic step in prompting is to know what you want, to have a specific
goal or outcome in mind. This could be something like the "Tell me what happened in this meeting"
prompt, but again, you'll get better results if you continue to fine tune the prompt. So next, try to
provide some context. Tell Copilot why you need this information or who the information is for or
who it involves. This can help Copilot better customize its response to suit your needs. Next, if
possible, provide a source for a Copilot to reference. Maybe instead of telling you about the entire
meeting, you want it to focus mainly on what one specific person said in the meeting. And lastly, let
Copilot know your expectations on how it should best meet your needs. This could be something like
asking it to use professional language or to include a short paragraph at the end that provides
context for future meetings or just to be brief in its response. So let's take a look at this prompt we
might write in Microsoft Teams. Tell me what happened in this meeting to prepare me for a follow-up
meeting with my manager, Anna. Focus on the questions Anna asked and any action items she
requested. Please use simple language so I can get up to speed quickly. So in this example, the goal is
tell me what happened in this meeting. This is the basic thing we want from Copilot. Next, we
provide context by telling Copilot the reason we need this information. In this case, to prepare me for
a follow-up meeting with my manager, Anna. Then we follow up by letting Copilot know the source of
the information we want, which helps it narrow down its focus. In this case, we're saying focus on
the questions Anna asked and any action items she requested. This can potentially help Copilot place
less emphasis on the other items discussed during the meeting. And finally, we finish our prompt
with our expectations. I'm asking Copilot to use simple language in its response and adding some
additional bonus context here so I can get up to speed quickly. So with a prompt like this, you're
much more likely to get a useful response from Copilot than if you simply write, "Tell me what
happened in this meeting." Now, this isn't to say that you have to write your prompts with goals,
context, source, and expectations every single time. The way you compose your prompts will also
vary depending on what you're asking or what you need. But keeping these key ingredients in mind
will, more often than not, help you get better responses overall. Now, it's also important to bear in
mind that in many cases you won't just be providing Copilot with a single prompt to get your answer.
I mentioned earlier how prompting is really like a conversation. So it sometimes takes some back and
forth to get the answers or responses you're looking for. For example, your first prompt might be a
broader request like asking Copilot for a summary of a meeting. But once Copilot has responded, you
might continue the conversation by asking it to give you more specific details about what was
discussed between two people or ask it to provide additional context for a conversation that
happened during the meeting. Or maybe you need help with the technical problem. You could start
with a question about what options you have to solve the issue, and then ask for step-by-step details
on the option you decide to pursue. But always keep in mind the four main ingredients of a good
prompt: the goal, the context, the source, and the expectation. And with those in mind, you'll have
much better and quicker results.

Prompting dos and don'ts

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- [Instructor] Now that we've looked at the main ingredients of well-written prompts, let's get a little
more specific and talk about other ways to increase your chances of getting good results and
avoiding common pitfalls by looking at some dos and don'ts. The first do is something we've touched
on already, but when writing a prompt, it's important to be clear and specific about what you want.
And this has to do with all the aspects of the results you want. Other than the topic, be sure to
specify things like the tone, the purpose, and the length of the response you want. Framing
questions or requests in direct and unambiguous ways reduces the likelihood of misunderstandings
and produces better results. Next, keep things conversational, meaning use plain conversational
language, but also give Copilot feedback on its responses. Let it know if an answer didn't quite hit the
mark or if it's on the right track. This helps Copilot learn and hone in on your preferences. Keeping
your interaction conversational also makes it easier for Copilot to build on previous exchanges in the
conversation, allowing for more nuanced and context-aware responses. This can be particularly
beneficial if you're asking Copilot for help with tasks that require an ongoing dialogue like
troubleshooting, planning, or learning. Also, when appropriate, provide examples and guidance of
what you're looking for. For instance, when asking Copilot to generate text, you might ask it to
compose the content in the style of your favorite thought leader or author. Using examples with
specific keywords or phrases focuses Copilot's attention on exactly what you're looking for and make
sure that the results are more closely in line with your needs. For instance, instead of just asking
Copilot to write an email to a team of project stakeholders asking for their feedback, provide specific
guidance on what you want the email to say. For example, write a professional email to your project
stakeholders requesting feedback on the recent software development project. Start with thanks for
their support, then ask for specific feedback on the new user interface, feedback feature, and system
performance. Suggest a follow-up meeting next week, and with appreciation for their support and
eagerness to receive their detailed comments. So a prompt like this that provides examples and
guidance is going to get you much better results than a basic prompt of write an email to your
project stakeholders. Now, another important factor in good prompt writing is to use correct
punctuation, capitalization, and grammar. Now, Copilot will often get the gist of what you're saying if
you don't use proper punctuation, grammar, or even spelling, but it might not give you the best
quality responses, especially for a professional setting. So be sure to write as properly as possible.
Now, this next one might seem a little strange, but it can actually improve your responses from
Copilot if you're polite and use kind and respectful language. AI models like Copilot often mirror the
tone and style of the input they receive. So polite and respectful prompts tend to result in similarly
positive responses. And keeping up this professional tone throughout your conversations can
improve Copilot's responsiveness and performance. And lastly, do check Copilot's responses for
accuracy. Copilot, like all AI models, will occasionally make mistakes, omit information, or sometimes
just be completely wrong about something. So always check its responses for accuracy, grammar, and
tone, and keep an eye out for unnecessary or inappropriate content. Don't let Copilot's mistakes
become your mistakes and reflect on your professionalism. And with that in mind, let's look at some
don'ts. A lot of these parallel the dos, but it's a good way to reinforce these ideas. Starting with don't
just copy and paste Copilot's responses and use them as your own. Copilot is a great research and
writing tool, but in line with always checking its accuracy, you should always take the time to edit or
use the responses it provides and put them in your own voice and style. This maintains your
authenticity and can preserve your brand consistency by making sure what you're writing aligns with
the tone established in your other communications. Next, don't be vague, and that ties into the do
we discussed of being clear and specific. Vague prompts will get you vague or unuseful replies. Don't
use slang or jargon. Again, keeping your tone and language professional and polite will give you the
best results. Using slang words or jargon may cause Copilot to respond in a similar fashion and result
in low quality or unprofessional responses. Don't provide conflicting instructions. This basically
means don't set up a prompt that includes multiple or conflicting instructions in the same request.
For example, write a brief, detailed report on the latest trends in renewable energy technology. Make
sure it's concise but also comprehensive, covering solar, wind, and hydroelectric power
advancements. Now this is kind of an extreme example, but you can see how something like this
prompt is likely to confuse Copilot because we're asking for a brief, detailed report that's both
concise and comprehensive. But what you could try in this case is to break down your requests into
two distinct parts of a conversation with Copilot. For instance, you might instead start by requesting
the detailed response. Write a detailed report on the latest trends in renewable energy technology.
Make sure it's comprehensive, covering solar, wind, and hydroelectric power advancements. So this
allows Copilot to focus solely on providing comprehensive information without worrying about word
count or brevity. It can cover all the necessary details to make sure all the relevant information is
included. Once it's done that, you can continue the conversation and write your second prompt,
asking it to refine and condense the report to a specific word count or to simplify the response. In
this case, please summarize the detailed report into a brief 300-word overview, focusing on the key
advancements in solar, wind, and hydroelectric power from the last year. Aim for a clear, concise
summary suitable for an executive audience. So these two prompts guide Copilot through a logical,
two-stage process that doesn't contain conflicting instructions. Notice, we also included the word
please, which is consistent with the do of being polite. And we also included all the ingredients of a
good prompt we discussed earlier, like the goal, which is to create a summary; the source, which is
the detail report generated from the first prompt; the context, the summary should be suitable for
an executive audience; and the expectation or guidance of aim for a clear and concise summary.
Okay, and the last don't is to not change the topic abruptly during a chat with Copilot. If you talk to
Copilot about multiple subjects in a single chat, it can potentially confuse and disrupt its writing
process or give you unintended results if Copilot tries to create answers in context to previous
responses. Instead, anytime you want to move on to a different subject, first type, new task or new
topic. That tells Copilot to not take the previous exchanges into account anymore. All right, so
hopefully, at this point, we have a clearer understanding of how to write an effective prompt and the
factors you should consider when writing them. In the next chapter, we'll take a look at some specific
prompt examples in Microsoft 365 apps.

Understand the subscription needed for Copilot

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- [Instructor] The Copilot AI tools that we'll see in this course are only available to users with a
Microsoft 365 account in their school, company, or similar organization. The version of Teams that
uses Copilot is not available for home, personal, or family subscribers. You must be part of a
Microsoft 365 business or enterprise organization. And additionally, the Copilot tools are not
included with Microsoft 365 by default. You'll also need a license for the add-on subscription called
Copilot for Microsoft 365. Organizations with a Microsoft 365 subscription have a Microsoft
Administrator. That's usually somebody in the IT department who can purchase these licenses. If you
do not have the Copilot license, then you should contact your administrator to ask if they can
activate it. And for more information about the different Copilot products and the accounts or
subscriptions that you need to use them, you can take a look at our short workshop on LinkedIn
Learning called What Is Copilot. If you have a Microsoft 365 account with the Copilot add-on, then
you should open Teams, and then just go into the account menu near the top right and confirm that
you are signed into that account. If you have that set, then you're ready to use the Copilot AI tools in
Microsoft Teams.

Get summaries and answers about chat conversations

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- [Instructor] In Microsoft Teams, the Copilot AI tools can summarize or answer questions about
conversations in the chat section. So to start, I'll go to the sidebar on the left and click the Chat
button to go to the Chat section. I have an ongoing conversation with Stewart, so I'll select that chat
here. And of course, you could select a group chat if you wanted. When a chat is selected, you will
find the Copilot button near the top right. Click that to open the Copilot panel. You may have used AI
chat tools like this before. This one is connected to this chat conversation and can answer questions
about it. Just type your question or request in the chat field at the bottom. And remember, you can
use informal language when asking your questions. So I want a summary of this conversation, I can
just type, "Catch me up," then hit the Return key, and it gives me the main points that were
discussed recently without going back and reading all of the old messages. When you use this Copilot
panel, not just here in Teams Anywhere, you might use Copilot chat, you'll see these little numbers.
These are citations, and you can click on any of those to go to the original chat message that contain
that information. So if you need a little more context, just use those citations. You can also ask direct
questions about this conversation. In the chat field at the bottom, I'll ask were the catalog's mailed
out? Then hit the Return key and it gives me the answer here based on information from this chat.
Now finally, if you start using this and you're not sure what questions you can ask, you can click the
button at the bottom that says More Prompts, and that will show some suggested questions you can
ask based on the content of this conversation. Naturally, when you're finished, you can click the
Copilot button up at the top to close that panel. I think you'll find that Copilot can be a great
resource for finding information in ongoing chat conversations.

Use copilot to rewrite messages

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- [Instructor] The Copilot AI is great at drafting text or rewriting texts that you've written to change
the style or tone. When you have chat conversations or post messages in Team channels, Copilot can
help you revise or rewrite your text to improve those messages. First, in the sidebar on the left, I'll go
to the Team section, where you can post a new message or reply to an existing thread. I'll click the
button to start a new post, and I want you to see below the text field, there is a Copilot button. Now,
this is not able to write a draft of new text, at least not at the time of this recording, but if you start
by writing your message first, you can click that button and ask Copilot to rewrite what you've
written. So you can do that here in a Team channel or in a chat conversation. So in the sidebar on the
left, I'll click the chat button to go to the chat section, and I'll select this conversation that I've been
having with Stewart, and let's use that feature here. In the text field at the bottom, I'll write a new
message, but before I send this message, I need to be careful with my tone. I'm talking to Stewart
about a big problem, and I want to make sure it's communicated correctly. Below the text field, I can
see that Copilot button, and this only works after you've typed a message. I'll click that and you've
got the option to have Copilot rewrite the message or adjust the tone. So I'll change the tone. I'll
choose to switch it to be more casual. It gives me a preview of the revised text. Once you have a
version you like, you can just click replace to put that text into the message field. And when you're
ready, go ahead and send the message. And did you know that you can edit messages even after
you've sent them? Just point your mouse cursor at a message and these buttons will appear above it.
This button that looks like a pencil is the edit button, so you can click that and then you can make
changes, or in this edit view, you can click the Copilot button beneath the text field to get the AI
assistant to rewrite it for you. So let's just change the tone again. I'll go into this menu and I'll switch
it to be a professional tone. It shows the rewrite, and if you like it, you can click replace. Once you've
finished editing your message, you can click the check mark to confirm. And now that message has
been edited. Of course, there is a tag on this message that says it's been edited, so my teammates
will know when a message was sent and later edited. So whether you're writing a new message or
revising an existing message, Copilot can help you rewrite it or change the tone.

Use Copilot during a meeting

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- Copilot can summarize, answer questions, and offer information about meetings while those
meetings are in progress. But first, you should know that Copilot depends on a transcript of what is
said during a meeting. So there are a few setup steps that you should be aware of. So, I'll go over to
the Calendar section. I'll click the Calendar button in the sidebar on the left. And first I need to join a
meeting. For now, I'll just click the button at the top that says, Meet now and Start a meeting. And I'll
be alone in this meeting, but that will be just fine. We can still see the controls that we need. Now I
see that there is a Copilot button up at the top. With the default configuration, Copilot will only work
if there is an active transcript during the meeting. So if I click that Copilot button, it will ask me if I
want to start the transcript. Anything that is said after the transcript has started, will be searchable
using Copilot. Now, for now, I'm just going to dismiss this. I'm not going to start the transcription yet
because there is another option. You can click the button with three dots in the toolbar at the top
and go to where it says Record and transcribe. And you'll see that I have two options. One to start
the meeting recording and one to start the transcription. But I want you to see if I just start the
recording, it shows me a message telling me that recording and transcription have both started. So
just keep an eye out as you start this. However you do it, you just need to make sure that the
transcript is running and that it has been running for at least five minutes. And then you can use
Copilot in a meeting. And if you do have the transcription visible, you can click this X to close it and
you can continue, you don't have to leave it on the screen. Okay, so I'm going to leave this meeting.
Now, in the rare case that you do want people to be able to use Copilot in a meeting, but you do not
want to save a transcript of the meeting, you do have another option, but this option can only be set
by the person who creates the meeting. To see this, I'm going to create a new meeting. I'll click the
New meeting button up at the top. And if you're setting up a new meeting, you can put in the title,
put in the people you want to invite and all of the other details, but the important thing that I want
to see is listed under more options. So on the left, I'll click where it says More options. And I do think
it's interesting to see that there's an option here where you can set it to have the recording start
automatically when the meeting starts, so you don't have to remember to start the recording. That
could be useful, but that's not what we're looking for here. I'll scroll down to this menu where it says
Copilot. And in this menu you can set Copilot to work with a transcript or without a transcript. If you
choose without transcription, Copilot would keep track of what people say in this meeting, but it
would not save it in a transcription. If you make a change here, make sure you click the Save button
here and then you can join that meeting and that's how it'll work. But for now, I'm not going to use
this meeting, so I'll just close this and I'll close this as well. Okay, so that's what you need to get set
up. To actually use Copilot, I'm going to join a meeting on my calendar. I have that meeting here, and
in this case, some of my coworkers are already in that meeting and I've already missed the beginning,
but I'm not worried because Copilot can catch me up. I'll click the Join button here, make sure that
my camera and my audio are all set up. Then click Join now and I'll join that meeting. And hello
everybody. Sorry to interrupt your meeting. I want to show how Copilot works here. Thanks for
helping out. Okay, so now that I'm in this meeting, before I do anything, I want to confirm, Matt,
when you started this meeting, you opened up Copilot and you started the transcription, correct? - I
sure did. - Okay, great. So that has to be running for at least five minutes or this will not work, and I
can actually see this panel here letting me know that that's running as well. So now I can close this
and I can click the Copilot button up at the top. If you don't see that Copilot button, just click where
it says More and you'll see it there. Or just make the window a little bit bigger like this. And then you
should see that Copilot button there. So when I click that, I see the Copilot panel over here on the
right. And then I can use this to ask questions about this meeting. And I think one of the most
common questions you might ask if you're late to a meeting is, what did I miss? So I'll type that in, hit
the Return key and give it a moment. And it gives me information about what they discussed when I
was not here. Another way to get caught up is to ask it to make a table of information from the
meeting. So I'll type make a table of milestones discussed. Now keep in mind, I don't know what they
talked about before I was here. Maybe they didn't talk about milestones yet, but let's see what
results we get. And it looks like they did talk about some milestones and it has enough information to
put in a table for me here. That's great. I also like to ask direct questions sometimes. So in that text
field, I'll ask which clients were discussed? Hit the Return key, and it shows me the specific clients
they were talking about. So I can check this and get caught up without disrupting the meeting. Of
course, there are other suggested prompts, so you can click the More prompts button down at the
bottom and you can see some suggestions if you just want to get some ideas of other types of
questions that you can ask. So that's how you can set up a meeting for Copilot and how to use
Copilot while the meeting is in progress.

Get meeting summaries after meetings have ended

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- [Instructor] Copilot in Microsoft Teams can help you get information about a meeting even after the
meeting is over. I'll click the calendar button on the left to switch over to the calendar section. And
on my calendar I can see a meeting that I had earlier today. As I said in another video, you can only
use Copilot if the transcript was recorded during that meeting, or if the co-pilot without transcript
option was enabled. And that applies to using co-pilot after the meeting is over, the transcript was
recorded for this meeting and this meeting has ended. I can see information about this meeting by
double clicking on it here in the calendar. Then up at the top, I can click this tab that says Recap. Now
there's a button here where we can view the transcript, but above that there is the Copilot button.
I'll click that and it opens the Copilot panel, and in this case, I did use Copilot during the meeting, and
I asked some questions there. So I can see those questions are still in the conversation history, but I'll
ask a new question here. I'll ask, which markets are we considering? And I'll hit the return key, and
we see the answer based on what was said in the meeting. So you can ask direct questions or of
course you could just ask for a summary. I'll type, summarize this meeting. And it gives me that
summary here, but that's a little long. So I'll go back to the chat field and I'll ask it to gimme a shorter
summary. And it gives me a summary that's not quite as long, or you can click where it says More
prompts down at the bottom to get an idea of other options. And I can just click one of these
suggested prompts to try it. I'll choose this option to suggest follow-up questions, and it works just as
if I had typed in that prompt myself. It gives me the answer here. Now to finish, there's one last small
detail, I'll click the close button up at the top. So we saw that you can get information about a
meeting after it has ended. You can find the meeting here on your calendar and double click it as we
saw, or you can go to the chat section in Teams. So I'll click the chat button and the sidebar on the
left, and unless the meeting was connected to a specific Team channel, you'll see a summary of each
meeting here as a chat thread after the meeting is over. Now these do not stay in the recent list
forever, but shortly after the meeting is over, it may be an easier place to find it. So I can select that
meeting summary here, there is a button for the transcript, and if there were any chat messages
during the meeting, I would see those here as well. But of course, we want to click the recap tab at
the top, then click the Copilot button and we can work with the same Copilot chat here. Just another
way to find your post meeting recap. So if you miss a meeting and if the transcript was recorded
during that meeting, then you can find all the information you need about the meeting using Copilot.

Use the Copilot chat assistant in Teams

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- [Instructor] I'm looking at the website, [Link], where you can use the Copilot Chat
Assistant. This is available to anybody. However, remember the subscription I mentioned at the
beginning of this course. If you sign in here with an account that has the Copilot from Microsoft 365
license, then the Copilot Assistant can answer questions about your organization. And if you use
Teams, then you can use this assistant to get information about your organization inside of Teams. So
let's go over to Teams. I'll click the button with three dots in the sidebar on the left, and this is where
you can find apps that run inside of Teams. You may see the Copilot app here, or you may need to
use the search field at the top to search for it. Once you find it, just click on it to open it. And while
you're using the Copilot Assistant, you'll see a button for it in the sidebar on the left. If you plan to
use this on a regular basis, I recommend you right click on that button and choose Pin, and then that
button will stay in the sidebar. So this is an AI Chat Assistant, but instead of answering questions
using information from the internet, this is able to answer questions using information from your
organization's Microsoft Graph. So it's able to find information about the people in your organization,
documents stored on your company's OneDrive or SharePoint libraries, messages sent and meetings
scheduled between your coworkers and more. So let's give it a try. I'm going to ask a question about
a document that was shared with me in my company's OneDrive. So in the chat field, I'll write,
"Which executives are mentioned in the," and then I want to refer to a specific document. And to do
that, you can type the Slash key then start typing in the name of that document. And I see it found
documents that I have stored or have been shared with me and my organization's OneDrive. This is
the document I'm looking for. So I'll select that. That gives me my full question, so I'll hit the Return
key and it answers the question based on the content of that document. Next, without any additional
context, I can ask a follow-up question about the information that it just gave me. I'm going to ask a
follow up question that will also need to pull information from my email. I'll type, "Have I ever sent
an email to any of them?" Then hit the Return key and it found that information from my email. And
remember, the Copilot Chat Assistant will show these little numbers, which are citations. These tell
me where it found this information. So I could click on one of these citations and it would take me to
Outlook and show me that actual email message. You can also ask questions about people in your
organization. So I'll type in, "Which department does Stewart Mori work in?" Now, if you know the
person's full name, of course you can feel free to write it just like that. But what if you know
somebody's first name but you can't remember their last name? Well, let me delete a little bit here.
And what you can do is type in the Slash key, then start typing in that person's first name, and it
searches the company's directory. I see it found Stewart Mori, so I can click on him here. Then finish
writing in the rest of the question. Then hit the Return key and it found the answer in my company's
directory. And you can ask more complex questions, which can pull from other resources like your
calendar. I'll ask, "When was my last meeting with Henry?" It gives me that information and of course
there's a citation here. So I can click on this citation and it takes me to the information page for that
meeting where I can see the transcript or attendance report or any other information that may have
been saved from that meeting. I'll go back to the Copilot app. Now, if you ever need help thinking of
questions that you can ask, you can click the More Prompts button just above the text field to see
some suggestions. And from here, you could click where it says Go to Copilot lab, and this takes you
to a webpage where you can see suggested prompts that you can use and several different Copilot
tools. You may want to go to this App menu and set this to filter down to only show prompts for
Microsoft 365 Chat. Of course, you could try some of these, or you could click this button to
bookmark one so that you can use it in the Chat Assistant later. Of course, this version of the Copilot
Assistant is able to use private information about you and your organization. That information is
protected by the security features in Microsoft 365. To protect your organization's data, the Copilot
Chat will only show information to you if you have security permission to view that information
traditionally in other Microsoft 365 apps.

Extend skills with Copilot Studio

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- [Instructor] In this video, I want to briefly mention Copilot Studio. This product is separate from the
other tools we've seen in this course, and it requires its own separate subscription. Copilot Studio
allows users to create their own custom AI chat tools. Custom Copilot chat bots can be published on
a website or other platforms, or somebody can make a Copilot and publish it for their teammates to
use inside of Microsoft Teams. If you want to learn how to use Copilot Studio, I recommend the
course Copilot Studio First Look. But let's see how you might use a custom Copilot inside of Microsoft
Teams. In the sidebar on the left, I'll click the Apps button. When somebody makes a custom Copilot,
they can name it whatever they want. Somebody in my organization has made a custom Copilot, and
they named it after our company, Globe Bank. So in the search field here, I'll search for Globe and
scrolling through here, I can see it here in the search results. Now, there's much more information in
that Copilot Studio course, but somebody in my organization made this chat assistant published it
and made it available to their teammates in the same organization. I can find it here. I can click Add,
and then choose Open, and I can use the chat bot here, which has been trained using our company's
employee manual and related documentation, so it's able to answer policy and HR questions for
employees at my company. So just to see how it works, I'll ask, what is our policy for employee
absences, and hit the Return key, and it is able to answer that question. So even if you never use
Copilot Studio yourself, at some point you may have the opportunity to use a Copilot chat bot inside
of Teams that one of your teammates created. And of course, you can always learn how to use
Copilot Studio if you want to make a Copilot of your own.