Microsoft 365 CoPilotMicrosoft 365 CoPilot

Microsoft 365 CoPilot Is Here: A Game Changer for the Modern Office?

Microsoft’s latest tool, CoPilot has the potential to change the way you work forever. You’ve no doubt heard of ChatGPT, the AI tool that has been sweeping the world. The partnership between Microsoft and ChatGPT’s developers, OpenAI, is now beginning to lead to the same technology to change the way you will be able to use every day software tools such as Word, Excel and PowerPoint.

And that’s just the beginning…

What is Microsoft 365 CoPilot?

CoPilot is a powerful new tool that is designed to simplify your workday and make you more productive. It’s a virtual assistant that can help you automate many of the routine tasks that take up your valuable time. Whether you’re working on a project with a team or tackling individual tasks, CoPilot can help you stay organised and on track.

How Does CoPilot Work?

CoPilot is a new feature in Microsoft 365 that integrates with your other productivity tools, such as Word, Excel, and PowerPoint. It uses machine learning and artificial intelligence to learn your work habits and preferences, and it can suggest ways to optimise your workflow based on that information.

For example, if you spend a lot of time each day sending emails to your team members then CoPilot can help you streamline this process by suggesting pre-written emails that you can customise and send with just a few clicks. Or, if you frequently work with spreadsheets, CoPilot can suggest formulas and functions that can save you time and make your work more efficient.

CoPilot can also help you stay organised by providing reminders and alerts for upcoming tasks and deadlines. And if you’re working on a project with a team, CoPilot can suggest ways to collaborate more effectively, such as scheduling meetings or sharing documents.
One of the best things about CoPilot is that it’s incredibly easy to use. You won’t need to be a technology expert to take advantage of this tool.

Benefits of Using CoPilot

There are many benefits to using CoPilot in your workday. Here are just a few:

  • Increased Productivity: By automating routine tasks and optimising your workflow, CoPilot can help you get more done in less time. This means you can be more productive and accomplish your goals more quickly.
  • Increased Productivity: By automating routine tasks and optimising your workflow, CoPilot can help you get more done in less time. This means you can be more productive and accomplish your goals more quickly.
  • Reduced Stress: When you’re feeling overwhelmed by your workload, it can be hard to stay focused and motivated. CoPilot can help you manage your tasks and stay on track, which can reduce stress and make your workday more enjoyable.
  • Improved Collaboration: If you’re working on a project with a team, CoPilot can help you stay organised and communicate more effectively. This can improve collaboration and help you achieve better results.
  • Easy to Use: CoPilot is designed to be accessible to everyone, regardless of their level of technical expertise. You don’t need to be a tech whiz to use this tool.

When can you use CoPilot with Microsoft 365?

CoPilot has already debuted in Microsoft’s internet browser, Edge, but this next iteration looks set to take it to a whole new level.
On March 16 Microsoft announced in a blog post ( that they were “testing Microsoft 365 Copilot with 20 customers, including 8 in Fortune 500 enterprises” and would be “expanding these previews to customers more broadly in the coming months”.

The full roll out plan is still being expanded, but this is what we know so far…

Microsoft AI timeline

Which software packages with use Copilot?

Initially, CoPilot will be used to enhance Word, PowerPoint, Excel, Outlook, Teams, Business Chat and Viva Engage (formerly Yammer). You can see how it will enhance each of these packages below:

CoPilot in Microsoft Word

With Copilot in Word, you can work collaboratively on your documents as it writes, edits, summarises, and creates alongside you. By providing only a brief prompt, Copilot can generate a first draft for you by incorporating relevant information from across your organisation. You can utilise Copilot to insert new content into existing documents, summarise text, or even rephrase sections or the entire document to make it more concise. Additionally, Copilot offers various suggested tones, ranging from professional to passionate, casual to thankful, to assist you in striking the appropriate tone. Furthermore, Copilot can improve the quality of your writing by suggesting ways to strengthen your arguments or smooth inconsistencies. To get started, here are some examples of commands and prompts you can try:

  • Draft a two-page project proposal based on the data from [a document] and [a spreadsheet].
  • Make the third paragraph more concise. Change the tone of the document to be more casual.
  • Create a one-page draft based on this rough outline.

CoPilot in Microsoft Excel

With Copilot in Excel, you can effectively analyse and explore your data with its collaborative features. You can ask Copilot natural language questions about your dataset instead of just relying on formulas. Copilot will unveil correlations, propose what-if scenarios, and suggest new formulas based on your queries, generating models that enable you to explore your data without altering it. You can identify trends, create compelling visualisations, or ask for recommendations to drive different outcomes. To get started, here are some examples of commands and prompts you can try:

  • Give a breakdown of the sales by type and channel. Insert a table.
  • Project the impact of [a variable change] and generate a chart to help visualise.
  • Model how a change to the growth rate for [variable] would impact my gross margin.

CoPilot in Microsoft PowerPoint

With Copilot in PowerPoint, you can effortlessly transform your ideas into captivating presentations. Acting as your storytelling partner, Copilot can convert written documents into decks, complete with speaker notes and sources, or create a new presentation from a simple prompt or outline. You can easily shorten lengthy presentations with just a click and use natural language commands to adjust layouts, reformat text, and precisely time animations. To get started, here are some examples of commands and prompts you can try:

  • Create a five-slide presentation based on a Word document and include relevant stock photos.
  • Consolidate this presentation into a three-slide summary.
  • Reformat these three bullets into three columns, each with a picture.

CoPilot in Microsoft Outlook

With Copilot in Outlook, you can work collaboratively in your inbox and messages, allowing you to spend less time on email triage and more time communicating effectively, efficiently, and seamlessly. You can quickly summarise lengthy and complicated email threads involving multiple people to grasp not only what has been discussed but also the different perspectives of each person and the questions that still need to be answered. With a simple prompt, you can reply to an existing email or convert brief notes into polished, professional messages by pulling content from other emails or Microsoft 365 resources. You can adjust the tone or length of your note using toggles. To get started, here are some examples of commands and prompts you can try:

  • Summarise the emails I missed while I was out last week. Flag any important items.
  • Draft a response thanking them, and asking for more details about their second and third points; shorten this draft and make the tone professional.
  • Invite everyone to a “lunch and learn” about new product launches next Thursday at noon. Mention that lunch is provided.

CoPilot in Microsoft Teams

With Copilot in Teams, collaborating becomes effortless. Copilot assists you in conducting productive meetings, catching up on conversations, organising vital discussion points, and summarising key actions so that everyone is aware of what needs to be done. In chat, Copilot provides you with answers to specific questions and updates you on anything you might have missed without interrupting the flow of the discussion. Adding Copilot to your meetings and conversations gives you a powerful tool to simplify common tasks such as generating meeting agendas based on chat history, identifying the appropriate people for follow-ups, and scheduling the next check-in. To get started, here are some examples of commands and prompts you can try:

  • Summarise what I missed in the meeting. What points have been made so far? Where do we disagree on this topic?
  • Create a table of pros and cons for [topic being discussed]. What else should we consider before making a decision?
  • What decisions were made, and what are some suggested next steps?

New: Business Chat with CoPilot

Business Chat offers an innovative and holistic experience that functions seamlessly with all your data and apps, providing you with capabilities you never thought possible. By leveraging the Microsoft Graph’s power, Business Chat collaborates with you, consolidating data from your documents, presentations, email, calendar, notes, and contacts. Merging information from various sources ensures that everyone on the team is informed and working together towards the same objectives. With Business Chat, you can allocate less time to managing the tools and devote more time to your vital work. Currently, our preview customers can utilise Business Chat in Microsoft Teams.

  • Summarise the chats, emails, and documents about the [customer] escalation that happened last night.
  • What is the next milestone on [project]. Were there any risks identified? Help me brainstorm a list of some potential mitigations.
  • Write a new planning overview in the style of [filename A] that contains the planning timeline from [filename B] and incorporates the project list in the email from [person].

Viva Engage (Yammer) with CoPilot

Copilot in Viva Engage, one of many areas where Copilot will be integrated with Microsoft Viva, provides leaders with insightful conversation openers based on prevailing sentiments and trending topics in workplace communities and conversations. As leaders draft personalised posts, Copilot offers suggestions, including image additions and tone adjustments, to enrich conversations.

Additionally, with Copilot, Microsoft are streamlining the Answers experience in Microsoft Viva Engage, making it swift and efficient. Copilot will provide prompts to improve the quality of the question being asked. As team members participate in the discussion, Copilot can propose responses to keep the conversation flowing, including inviting relevant experts and incorporating related knowledge.

Where else with CoPilot be used?

But there’s even more coming!
Microsoft have already given us a taster of some the additional areas where CoPilot will be used. These include integration with their Power Platform and Dynamics 365:

Microsoft 365 CoPilot is a powerful tool that can help streamline your workday and boost your productivity. Whether you’re working on a team or tackling individual tasks, CoPilot can help you automate routine tasks and optimise your workflow. And the best part is that it’s incredibly easy to use – you don’t need to be a technology expert to take advantage of this tool. If you’re feeling overwhelmed by your workload and struggling to keep up, CoPilot might be just what you need to get back on track and accomplish your goals.
We’ll keep you updated with news as it becomes available relating to Microsoft’s CoPilot.

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