Get Started with Microsoft Copilot for Microsoft 365

Summary

In 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

00:00

🤖 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.

05:02

🔍 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.

10:03

📝 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.

15:04

🛠️ 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.

Keywords

💡Microsoft Co-Pilot for Microsoft 365

Microsoft Co-Pilot for Microsoft 365 is a revolutionary AI technology embedded across the Microsoft Suite of applications. It is designed to enhance productivity by providing intelligent assistance in various tasks. In the video, the host explores the features and capabilities of this technology, demonstrating how it can be integrated into everyday work processes to improve efficiency and collaboration.

💡Large Language Model

A large language model is an AI system that can process and generate human-like text based on input data. In the context of the video, Microsoft Co-Pilot utilizes a large language model to understand and generate responses, making it capable of performing complex tasks such as creating documents or summarizing emails. The script mentions that 'the more you put into the data, the more you're going to get out of it,' highlighting the importance of data input for the model's performance.

💡Semantic Search

Semantic search is a type of search that goes beyond traditional keyword matching to understand the intent and context behind a query. The video explains that unlike a regular search, a semantic search is tailored to the user's data and project, providing more relevant results. This is a key feature of Microsoft Co-Pilot, allowing it to deliver personalized assistance.

💡Microsoft Graph

Microsoft Graph is a platform that enables developers to access Microsoft's cloud services and user data to build applications. In the script, it is mentioned that Microsoft Co-Pilot integrates with the Microsoft Graph, which allows the AI to access and interact with a wide range of Microsoft 365 apps and services, enhancing its functionality and the user's experience.

💡Co-Pilot Pro

Co-Pilot Pro is a version of Microsoft Co-Pilot tailored for small and medium-sized businesses. The video script states that it costs $20 per month and includes all the benefits of Co-Pilot, available across Microsoft applications except for Teams, which requires a separate license. This offering is designed to provide SMBs with the advanced features of Co-Pilot at a more affordable price point.

💡Co-Pilot Studio

Co-Pilot Studio is a feature within Microsoft Co-Pilot that allows users to create their own prompts and integrate Co-Pilot's capabilities with their own applications. The video demonstrates how this feature can be used to customize the AI's assistance, making it a versatile tool for various business needs.

💡Co-Pilot Lab

The Co-Pilot Lab is a resource collection designed to help users get started with Microsoft Co-Pilot. It includes tutorials, documentation, and other materials to assist in learning how to effectively use the AI technology. The video emphasizes the value of the Co-Pilot Lab in teaching users the art of prompting and getting the most out of Co-Pilot.

💡Meeting Recap

In the context of the video, a meeting recap refers to the AI's ability to summarize the content of a meeting, including actions and key points. The script provides an example where Co-Pilot is used to quickly recap a meeting, providing a time-saving feature for users who may have missed or need a refresher on what was discussed.

💡AI-Generated Content

AI-generated content is material created by AI systems, such as documents, presentations, or summaries. The video showcases how Microsoft Co-Pilot can generate content, such as proposals and presentations, from scratch or based on existing documents. This feature is highlighted as a significant time-saver and a way to enhance productivity.

💡Security and Compliance

Security and compliance are critical considerations when implementing AI technologies like Microsoft Co-Pilot. The video discusses the importance of configuring security settings, such as data loss prevention policies and retention policies, to ensure that sensitive information is protected. The script also mentions the shared responsibility model between Microsoft and the user organization in maintaining data 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

today here's a couple of videos that you

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