Workshop: Using Copilot in Microsoft Applications

Duration: 6 Hours

Overview:

Copilot is a digital assistant embedded into Office tools that enable people to consume content impressively faster than we are used to. It helps to discover information by holistically searching for content in different repositories.

Microsoft has branded AI under different names, to mention: Bing Chat, M365 Chat, and Copilot. This will likely standardize in the future. Copilot answers could be different for everyone; content visibility and context of the prompt make the output unique. Copilot can help you quickly catch up with unattended meetings, especially when we are double/triple booked.

During a Teams meetings Copilot uses transcriptions. Transcriptions are sensitive to listening errors or misunderstanding, leading at times to inaccuracies.

Objectives

• What is Copilot
• How to access Copilot
• Copilot in Teams
• Copilot in Outlook
• Copilot in Power BI
• Copilot in Designer
• Q&A

Session 1: Introduction to Copilot

• Welcome and Introduction

• • • Icebreaker activity.
    • Overview of workshop objectives and agenda.

• What is Copilot?

• • • History and development.
    • How it works:

• Capabilities and Limitations
  • Copilot can do (e.g., content generation, Q&A, conversational AI).

Session 2: Copilot and Teams

• Generate meeting notes and summarize key points
• Detail follow-up tasks and action items for the team
• Use Copilot can recap key meetings points
• Rewrite and adjust your messages
• Discuss best practices using the prompts
• Discuss and analyze sample prompts

Session 3: Copilot and Outlook

• Prepare a quick summary of a long email
• Associate related emails or conversations into the summary
• Draft new emails or replies
• General full-length email drafts using thread context when replying
  • Currently supported in the Outlook web version only
• Get Coaching while writing an email (new or reply)
• Provide on-demand assistance suggesting tone, sentiment, and clarity

Session 4: Copilot and Power BI

• Data Import: Copilot can assist in importing data from various sources into Power BI.
• Data Transformation: Copilot can help guide through data cleaning, transformation, and preparation using Power Query.
• Visualization Creation: Copilot can help create and customize visualizations like charts, graphs, and maps.
• Report Building: Assist in building comprehensive reports and dashboards.
• DAX Formulas: Provide suggestions and assistance with writing DAX formulas for advanced calculations.

Session 5: Copilot and Microsoft Designer

• Generate professional and visually appealing graphic designs automatically.
• Customize templates with ease, using AI-driven suggestions for layout, colors, and fonts.
• Collaborate seamlessly with team members by sharing designs and receiving feedback in real-time.