Get Started with Microsoft Copilot for Microsoft 365
Summary
TLDRIn this episode, the host explores Microsoft Co-Pilot for Microsoft 365, a revolutionary AI technology integrated across Microsoft applications. They discuss how it works, its security and compliance features, and provide live demos. The host covers various Co-Pilot versions, their pricing, and how it can enhance productivity in applications like Outlook, Word, and PowerPoint. They also touch on the Co-Pilot Lab, a resource for learning how to use Co-Pilot effectively. Finally, they delve into admin configurations, emphasizing the importance of data security and compliance in deploying Co-Pilot in an organization.
Takeaways
- 🧑💼 Microsoft Co-pilot for Microsoft 365 is a revolutionary AI technology that enhances productivity by integrating with various Microsoft applications.
- 🤖 There are 117 different versions of Co-pilot, all originating from chat GPT, which uses a large language model and semantic indexing to provide personalized search results.
- 💼 Co-pilot is available in different plans, including a free version with the Edge browser, Co-pilot Pro for $20/month, and Microsoft 365 Co-pilot for enterprises.
- 💡 Co-pilot offers features like meeting recaps, email summaries, and document generation, which can significantly save time and improve efficiency.
- 🔒 Security and compliance are integral to Co-pilot's design, with features like data protection and integration with Microsoft Graph for secure data handling.
- 💼 Co-pilot Pro is tailored for small and medium-sized businesses, providing foundational capabilities and commercial data protection.
- 🛠️ Co-pilot Studio allows users to create custom prompts and extend Co-pilot's capabilities to third-party applications.
- 📚 Co-pilot Lab is a resource hub that offers tutorials, documentation, and guidance on how to effectively use Co-pilot.
- 📈 Co-pilot's AI learns from user interactions, improving the quality of prompts and document generation over time.
- 🛡️ Admins need to configure Co-pilot settings carefully, considering factors like data loss prevention, retention policies, and auditing for security and compliance.
Q & A
What is Microsoft Co-Pilot for Microsoft 365?
-Microsoft Co-Pilot for Microsoft 365 is a revolutionary AI technology embedded across the Microsoft Suite of applications that assists users in various tasks by leveraging large language models and semantic search capabilities.
What is the concept of a large language model in the context of Co-Pilot?
-A large language model refers to the AI's ability to process and generate human-like text based on the input data it receives, improving its output the more data it is fed.
How does semantic search differ from a regular search?
-While a regular search performs a straightforward search on the internet, a semantic search digs deeper into the user's data to find what is relevant to the user and their project.
What is the purpose of the Microsoft Graph in relation to Co-Pilot?
-The Microsoft Graph is an integral part of Co-Pilot's functionality, allowing it to fully integrate with various Microsoft 365 apps and extend its capabilities.
How much does Microsoft 365 Co-Pilot cost per month?
-Microsoft 365 Co-Pilot is priced at $30 per month, although this may vary for localization.
What is the difference between Co-Pilot and Co-Pilot Pro?
-Co-Pilot Pro is designed for small and medium-sized businesses and costs $20 per month, offering all the benefits of Co-Pilot but excluding Teams, which requires a separate license.
What does the Co-Pilot Lab offer to users?
-The Co-Pilot Lab is a collection of resources, including videos, documentation, and links to Microsoft portals, aimed at helping users get started with Microsoft 365 Co-Pilot and learn the art of prompting.
How can Co-Pilot assist with meeting recaps in Microsoft Teams?
-Co-Pilot can provide a quick recap of a meeting, list action points, and offer an overview, which is especially useful for users who missed a meeting or need a summary.
What features does Co-Pilot offer for Microsoft Outlook?
-Co-Pilot can collate and summarize emails from a specific sender, helping users catch up on discussions and projects they might have missed.
How can Co-Pilot assist in creating documents in Microsoft Word?
-Co-Pilot can generate and format documents based on user prompts, saving time and offering a starting point for customized documents.
What capabilities does Co-Pilot have in PowerPoint presentations?
-Co-Pilot can create presentations from existing documents or from scratch, including slides and speaker notes, and can also assist in customizing the design of the presentation.
What considerations should admins take into account when configuring Co-Pilot for their organization?
-Admins should consider security and compliance, including data loss prevention policies, retention policies, and ensuring sensitive data is correctly labeled and protected.
Outlines
🤖 Introduction to Microsoft 365 Co-Pilot
The video script introduces Microsoft 365 Co-Pilot, a revolutionary AI technology embedded across Microsoft applications. The host, after a brief apology for being absent, dives into explaining what Co-Pilot is, its functionalities, and its integration with various Microsoft 365 apps. The script mentions different versions of Co-Pilot, such as for security and sales, and discusses plans and pricing, including a free version for Edge browser users and a Pro version for small to medium businesses. The host also mentions upcoming events and encourages viewers to subscribe and engage with the content.
🔍 Exploring Co-Pilot Features and Integration
This paragraph delves into the specifics of accessing and using Co-Pilot within Microsoft 365. It highlights the integration of Co-Pilot into the Microsoft Edge browser and the toolbar within various applications. The script explains how Co-Pilot can be used to generate prompts, add context, and connect with data sources to extend its capabilities. The host demonstrates Co-Pilot's ability to provide meeting recaps and summarize emails in Outlook, showcasing its utility in enhancing productivity and keeping users informed.
📝 Utilizing Co-Pilot in Word and PowerPoint
The host showcases Co-Pilot's capabilities in Microsoft Word and PowerPoint. In Word, Co-Pilot assists in generating and formatting documents based on user prompts, such as creating a proposal for an internal security awareness training course. The script also illustrates how Co-Pilot can take on different personas and learn from user interactions to improve its performance. In PowerPoint, Co-Pilot is used to create presentations from existing documents or from scratch, including generating slides and speaker notes, and customizing the design with ease.
🛠️ Admin Configuration and Security Considerations
The final paragraph addresses the administrative side of setting up and configuring Co-Pilot within an organization. It emphasizes the importance of security and compliance, mentioning the shared responsibility model between Microsoft and the user organization. The script outlines necessary steps such as labeling sensitive data, setting retention policies, and configuring auditing and recovery. It also touches on the configuration options available in the 365 admin center, including plugins, add-ins, and access to public web content, urging admins to test these settings thoroughly before a full rollout.
Mindmap
Keywords
💡Microsoft Co-Pilot for Microsoft 365
💡Large Language Model
💡Semantic Search
💡Microsoft Graph
💡Co-Pilot Pro
💡Co-Pilot Studio
💡Co-Pilot Lab
💡Meeting Recap
💡AI-Generated Content
💡Security and Compliance
Highlights
Microsoft co-pilot for Microsoft 365 is a revolutionary AI technology embedded across Microsoft applications.
There are 117 different versions of co-pilot, originating from chat GPT.
Co-pilot uses a large language model and semantic indexing to provide personalized search results.
Microsoft 365 co-pilot is $30 per month and includes various versions of co-pilot across applications.
Co-pilot integrates into Microsoft Edge browser for free, offering foundational capabilities and commercial data protection.
Co-pilot Pro is designed for small and medium-sized businesses at a cost of $20 per month.
Microsoft co-pilot for Microsoft 365 offers rich features, including co-pilot studio for creating custom prompts.
Co-pilot lab is a resource hub with tutorials and documentation to help users get started with Microsoft 365 co-pilot.
Co-pilot is integrated into Microsoft applications, including the Edge browser and Microsoft Teams.
In Microsoft Teams, co-pilot can provide meeting recaps and highlight action points.
Co-pilot in Microsoft Outlook can summarize email threads and provide quick recaps.
Microsoft Word with co-pilot can generate and format documents based on user prompts.
Co-pilot can export Word documents to PowerPoint presentations with speaker notes.
PowerPoint co-pilot can create presentations from scratch or from existing documents.
Administrators can configure co-pilot settings in the 365 admin center for security and compliance.
Co-pilot requires proper labeling, retention policies, and auditing for data security and compliance.
Microsoft co-pilot is not a passing fad but a major technological advancement in the industry.
Transcripts
in today's episode I'm going to check
out Microsoft co-pilot for Microsoft 365
and ask exactly what it is how does it
work and most importantly what can it do
for you are you ready to learn let's
take a look
[Music]
as Obi-Wan Kenobi once said well hello
there and welcome to this week's episode
today I'm going to be talking about
Microsoft co-pilot for Microsoft 365 the
Revolutionary AI technology that's now
embedded well to be honest absolutely
everywhere facts fun facts of the day
did you know that there are
117 different versions of co-pilot so
co-pilot itself is not a technology of
course it all kind of comes from chat
GPT so in this episode I thought we
would talk about first of all exactly
how it works we'll talk about the
security and compliance aspects of it
and I'm also going to give you full
demos of exactly how it works and uh
what you can do with it now um just to
mention that um my apologies I've not
been on air for about a week um I've
actually been traveling um attending the
European collaboration Summit uh in Vis
sparten this week and this coming week
I'm going to be actually speaking for
Microsoft at their partner Road show uh
in B so I'm really looking forward to
that just to mention that if you haven't
subscribed we would love to have you on
board so bump that subscribe button up
there ring that Bell and come and join
my learning community and if you enjoyed
the session give me a big thumbs up it
does make a big difference and if you
have any questions or comments um about
this or in fact any of my other sessions
as always just get those down below and
I'll be delighted to hear from uh from
you so I think without any further Ado I
think it's about time we check out
Microsoft co-pilot for Microsoft 365
let's take a look so exactly what then
is co-pilot for Microsoft 365 well it's
just one of many co-pilots that are now
integrated into the Microsoft Suite of
applications so we've got Windows Azure
Microsoft 365 co-pilot for security and
it's all based on this concept of a
large language model which means
essentially the more you put in to the
data the more you're going to get out of
it it also uses something called a
semantic index now how does that differ
from a regular search well with a
regular search um it's just doing a
straight search on the internet but if
you do a semantic search it's actually
searching for your data and really what
is relevant to you and your project and
it all fully integrates with the likes
of the Microsoft graph as well as the
many Microsoft 365 apps and also if you
wish it fully integrates into the web as
well so as I've said there are many
versions of co-pilot um first of all we
have Microsoft 365 co-pilot and as you
can see it's uh $30 per month again this
price will vary for localization and it
includes all the different versions of
uh co-pilot in all the different
applications this is now generally
available now uh in terms of the
different plans that are available
co-pilot uh if you're using an edge
browser then co-pilot is fully
integrated into that and you can get
access to it for free so if you if
you've not got a Microsoft 365 account
you can go and look at that uh it does
provide foundational capabilities it has
web grounding and it also provides you
with commercial data protection as well
uh co-pilot Pro is brilliant for small
and mediumsized businesses and that
costs essentially just $20 per month and
again this gives you all the benefits of
co-pilot it's available in all the the
Microsoft uh applications of course with
the exception of teams as teams requires
a separate license now uh for
organizations so for large medium to
large Enterprises again the main product
is Microsoft co-pilot for Microsoft 365
which is the product that we're looking
at here and here you get all the rich
features of co-pilot including access to
the likes of co-pilot studio so that you
can for example create your own prompts
and it will integrate with your own
applications and you can also extend the
capabilities of co-pilot into your
thirdparty applications as well so if
you're using uh other products as well
so for example co-pilot for sales
co-pilot for service again these two
products these are $50 in addition to
your Microsoft 365 subscription but they
do again give you access to specific
features for sales and also for service
so another great feature to definitely
check out is the co-pilot lab and this
is a great collection of resources uh to
get you up and running with your
Microsoft 365 co-pilot um it teaches you
the art of prompting there are videos
documentation links to Microsoft portals
and again you can choose what kind of
organization you are there's some
Technical Resources there to help you
prepare to get ready um for example if
you're a business leader in your
organization there's things like the
success kit which is great there's
learning there's absolutely piles of
stuff so definitely uh check out the
co-pilot lab it's definitely worth it so
here I am in Microsoft 365 and one of
the first questions is okay how do I get
access to co-pilot well co-pilot is
integrated into absolutely everything so
you can see here I'm using the Microsoft
edge browser and we have the co-pilot uh
logo up here um of course as I've said
if you don't have a Microsoft 365
account you can still access co-pilot
but you can see the data would be
unprotected so you would be using public
data so be careful with that whereas in
this case we're actually Inc
incorporated into our uh private data so
our everything that we're doing every
transaction we're undertaking is poten
protected in terms of security and
compliance here so that's the first
location that you can access co-pilot
and you can also see that I've got the
co-pilot button here on the toolbar and
this brings us into the co-pilot for
Microsoft 365 and you can see it
provides us with a selection of prompts
there are many prompts that you can use
or you can create your own prompts as
well um over here you can see that you
can add context to your your prompt
there are connectors so for example if
you're using HR connectors or something
Finance or something like that there are
connectors that will Connect into your
uh data to extend its capabilities and
as I've mentioned if you're using each
of the various Microsoft applications um
of course there is the co-pilot button
in there as well um one interesting
location by the way or as it's now known
is the co-pilot hub is also available in
teams premium there as well and one of
my absolute favorite features of this is
let's say for example you missed out on
a meeting so um here is an example of a
meeting here you can you can obviously
go in and watch the meeting um but one
of the really nice things about co-pilot
is that you get this extra area here
which then says you know um can you
recap the meeting uh maybe list the
actions if it was a 2-hour meeting you
just want a quick overview of it so I
can say yeah just go ahead give me a
quick recap of this meeting and you can
also prompt it for more as well and say
you know are there any action points is
there anything that I need to know so
again it's telling you for example what
you need to do as part of the project so
as I mentioned again you've got the
co-pilot integrated there into Microsoft
teams and that's the first thing uh how
cool is that that the fact that you've
got this meeting recap so what about the
the likes of Microsoft Outlook then what
can co-pilot do for you here so let's
say for example you've been away for a
couple of weeks you've maybe been out of
touch for a while and you want to catch
up you can see that you've got a message
from Joe Griffin so this is where
co-pilot can be really useful so I'm
going to open up co-pilot here and I'm
going to say you know um can you provide
a recap of Joe's emails what were we
talking about so what co-pilot will do
is will then collate through all of
Joe's emails so now that that's happened
you can now do a quick recap and go okay
that's what we were discussing that's
what the project uh is about now of
course with this you might think gosh
that's an awful lot of information uh I
can say you know can you
provide a two paragraph
summary and off it goes and it just
gives me a nice quick kind of well quite
a large two paragraphs there okay you
get the idea really cool though so next
I'm going to come over here and I'm
going to open up Microsoft Word and
we're going to start off with a blank
sheet of paper now one of the things
that you'll first notice here is not
only do we have the co-pilot option in
the top right but we also have a
co-pilot prompt now you can just start
typing and nothing pretty much will
happen but if you want co-pilot as you
can see I can now float my mouse pointer
over it and let's say you know for for
example I'm writing a new proposal for
an internal security awareness training
course and you might need help with some
ideas so off it goes and it will then
start generating that proposal for you
now as it goes through and starts that
uh generation you'll notice that not
only is it creating the document for you
but how cool is that it's actually
formatting it for you as well now of
course later on you can then go in and
you can add graphics to it you can
customize it you can say I want more
details and one of the cool things I
love about this is you can even export
it um let's say to a PowerPoint
presentation to use in a presentation so
you can see once the uh proposal is
complete it looks pretty good it's quite
in depth actually now of course you
would then go through and you would edit
it you would check that you're happy
with it if you are that's fine you can
go ahead and keep it if not then you can
regenerate The Proposal uh you can
obviously discard it if it's no good you
can then come back into the prompt and
add more and say Hey you know let's
shorten it a little bit let's make it a
two or a thre day course um can you uh
maybe focus it or write this as if I was
a training manager for example so it can
take on personas but the thing about AI
generation is that it learns from you so
the more that you interact with it the
more you feedback the better the prompts
uh are going to be so uh as you can see
it's gone ahead it's created that
proposal for me you know I'm quite happy
with this so what I can then do is I can
then say you know I want to go ahead I
want to save this document
and I'll give it a name I'll just call
this my training one and we'll just
leave it in the default location so what
can we do with this document now so now
I can do this from either the co-pilot
prompt or alternatively what you might
want to do is you might just want to
open up PowerPoint so again I'm going to
open up a blank PowerPoint presentation
and this time again I'm going to come up
to
co-pilot and I'm going to say you know
co-pilot there's nothing worse than a
blank page I need some ideas from you so
I'm going to say do you want me to
create a presentation about something do
you want to create a presentation from a
specific file or maybe you just want to
insert a slide so for this demo I'm
going to go and say ahead and say yeah I
want to create it from this file and I'm
going to say yep let's go ahead and
create this document so off it will go
and it will now start generating from
that file so first up it will generate
the proposal itself then it will start
creating the slides and it will even
create the speaker notes for you as well
how cool is that all right so there you
have it check it out look so there is
our proposed agenda so and you can see
it's try to format everything for me now
of course as I said you might want to go
back in and you might want to customize
this but can you imagine how much time
this is saving so another thing you
might want to do is once you've
generated your slide deck you might want
to change the design and for that super
easy I can just go into the designer
here and you can see that we now have
some uh nice options so off it will go
and it will then format our presentation
for us so what if you want to start a
PowerPoint presentation from scratch and
you don't have a pre-created document no
problem
again with the power of co-pilot I can
simply come in here and it will then say
hey you know what do you want to do
again do you want to create that
presentation about something do you want
to create it from a file do you want to
add a slide um what I want to do is I'm
going to say yeah you know I want to
create a five- slide presentation about
the many flavors of ice cream so off it
will go and it will then generate this
for us from scratch oh all right look at
that how cool is that that is so great
so you can see it talks about the
different types of flavors unique
flavors chocolate flavors vanilla
flavors but indeed it has gone ahead and
created that important five slide
presentation for us and again you can
easily go back into uh the designer and
you can start producing some really
slick presentations so there you have it
little bit of PowerPoint and co-pilot so
finally I want to talk a little bit
about configuration for admins so
getting ready for co-pilot is probably
no easy task for a large organization
but there are critical things that you
need to do both in terms of security and
compliance now in the past I've covered
things like labeling and classification
on my channel so things like data loss
prev ion policies retention policies you
need to get all of those things uh in
place so here you can see I've come into
the 365 admin Center and I've come into
my co-pilot settings here and you can
see that we have a number of different
options um things like plugins addins
you get do you want the users in your
organization to see public web content
now again you have to be very very
careful with that um again you also have
access to things like the security
co-pilot here as well which I've covered
uh in previous
episodes so um in terms of data security
and compliance remember Microsoft use a
shared responsibility model which
essentially means that Microsoft
provides you with the service but you
have to do all the configuration so
things like making sure that you're
really sensitive data is labeled
correctly that you have the appropriate
retention policies and that you've got
auditing and things like ecovery all
kind of configured super important by
the way um in terms of your default
settings um obviously who's going to get
access or which apps are going to use
co-pilot and as there all users or just
specific users in groups again you need
to make that uh decision
um in terms of public web content it's
one single click but so important so uh
again you probably want to try that with
you know some test users I think before
you uh go live and definitely read the
Microsoft uh article there that just
gives you all of that really super
important
information so there you have it
Microsoft co-pilot for Microsoft 365
gosh that's a mouthful isn't it listen I
really hope that that helped giving you
an Insight uh into what the technology
is and what it can do obviously I'm just
stroking the surface here it goes much
much deeper than that and you can do so
much more with them remember with the
prompting the more you prompt the more
you dig the more you kind of go in
further and further the better the
results are going to be and that's
definitely something that you need to
learn all right um is this a fad is it
going to go away tomorrow no this is an
industrial revolution my friends this is
Major technology definitely something
that you want to learn and it's going to
be a valuable tool uh on that
technological tool belt that we all have
to wear okay that's it for this time hey
if you really enjoyed it give me a big
thumbs up it does make a difference and
if you've not subscribed well hit that
subscribe button ring that Bell and come
back and see us again sometime all right
I'm Andy Malone thanks for joining me
take
care hey thanks so much for dropping by
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[Music]
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