Microsoft 365 Copilot First Look

Link

https://www.linkedin.com/learning/microsoft-365-copilot-first-look/

Use your AI assistant in Microsoft 365

An overview of Copilot

• Generative AI tools integrated into many Microsoft applications
• Can use data in your calendar, emails, chats etc. to give personalized results
• Currently only available in Business and Enterprise plans of Microsoft 365
• Copilot in Excel only works for files stored in the cloud, while in Word it also works with local files
• Works in macOS, Windows and Web versions of Microsoft 365
• Needs to be purchased by an administrator

Generate drafts or review existing documents in Word

• Shortcut: Alt+I
• Or press the button in the “Home” ribbon
• Type / to reference up to three files that the data should be sourced from
• Always review generated content for errors

Analyze data in Excel

• Can only analyze data formatted as tables

Create and improve presentations in PowerPoint

• Can transform Word documents to slides
• Can organize slides into sections

Draft e-mail messages and summarize conversations in Outlook

• Only works in the new version rolled out in 2023 (which is basically an installable PWA of the web version)
• Can be invoked by typing / or pressing the Copilot button on the “Message” ribbon
• Can generate drafts of different styles and lengths

Get summaries of meetings and chats in Teams

• Works only with chats of a certain length
• Press the Copilot button near the top right of a chat to show the Copilot panel
• Can summarize long chats
• Can find information in the chat history
• Transcription needs to be enabled to use Copilot in a meeting (so it only works with languages that can be transcribed)
• Can tell latecomers what already happened in a meeting, if they join more than five minutes after it started - ask e.g. “What did I miss?”
• Integrates with the “Recap” feature in Teams to enable asking questions about past meetings