A beginner’s guide to Microsoft 365 Copilot

[Music] [Applause] [Music] [Music] n [Music] [Applause] [Music] oh [Music] [Applause] [Music] a [Music] [Applause] [Music] all right hey everybody we're live uh hey Andy how's it going man doing well man how are you doing good uh we got a a great show today I'm really excited we've had a lot of a lot of people coming in and joining I've seen the the numbers on YouTube going up I'm sure the LinkedIn numbers are are growing as well but uh welcome everybody it uh it seems we've got an exciting topic today so let us know in the chat where you're watching from and uh I'm ready to to talk co-pilot man it's it's almost here I can feel it yeah this one's going to be really exciting um I'm glad there's a lot of people that are really interested in this I've been living in the co-pilot world for a while now um mentally since it was announced uh handson with it uh here for the last little bit learning a lot excited to share a lot of that with the community but also if you're out there and and you are working with it or um you're really curious about it let us know in all the various chats whether you're on YouTube or LinkedIn or uh Twitter or wherever you're coming from uh let us know uh what you think about it what you're excited to try out with it what you've learned from it we're all here to to share and we're just as excited to learn from all of you as we are to share what we've learned uh here uh coming up yeah yeah we've been Andy and I so we're in the Early Access program we've both been using co-pilot since uh August September time frame and what we're hoping to do today is more kind of be like your all-in-one One-Stop shop guide to what to expect with co-pilot kind of you know what's going to be available starting in November what's part of that General availability what they call GA you'll see the the term GA thrown around a lot that's General availability what is actually going to launch and what are we expecting to see um we can't do demos yet because you know it's not actually GA but um with some experience in the background we're hoping to you know basically collate all of the resources that have been out there there's tons of blog post tons of videos Andy that we're going to show that um they've been scattered and we thought if we could bring everything together and kind of have like a a co-pilot pre-launch party basically um maybe this could be a resource for those that are looking to just get in to end what what's what can I expect in November and then we can revisit again later on whenever we can actually live demo and get into like uh you know the tips and tricks and things like that um I see darl you said you're gonna have to add chapters I think we're definitely going to add chapters to this and what we want to do as well is we want to um cut this up into short videos or clips of some some sort so that we can release them that way so um you'll probably see between the sections I think Andy you want to do some type of you know like welcome to 365 Deep dive we want to talk about word now we want to talk about Excel we we might do a little bit of an intro into each area that way we can cut it up easier for you um so that you don't have to watch a two-hour video if you don't want to later on so or you can watch a two-hour video with chapters and you can put it at Double speed if you need and you can get to the part that uh that you're really interested in but I think you set the expectations pretty well um we are approaching this from a information worker fingers to the keyboard type level if you've been with us before and many of you have we we did a deep dive just a couple months ago with Microsoft Jeremy Chapman where we talked about the co-pilot service how it operates uh the ins and outs like behind the scenes what uh it administrators need to do to prepare for co-pilot considerations for security and privacy and so forth this is not going to be that deep dive this is the Deep dive where we want to set in user expectations we want to really help you to understand what you can do with co-pilot and uh to help you to temper your expectations to a certain point but also to show you that this is going to fundamentally change the modern workplace because in the short time that we've had it I think we can both agree that uh it is gamechanging and I don't like to use that word that phrase Loosely but this is a significant Leap Forward in the way that an information worker can work day-to- day and I'm really excited to dive into it yeah I think the next six months or so are going to be very exciting as we all start to realize kind of that art of the possible and what you know connecting the capabilities with the needs that maybe we didn't even know we had you know we were doing this kind of drudgery of work stuff and didn't even really consider it drudgery until we have a tool that can help with it I I think everybody's going to be you know um having having a new perspective on things I think over the next like year or so it's going to be pretty exciting to to be in it so really really agree with that awesome well let's uh let's dive right into it um no pun intended Microsoft 365 co-pilot what is it what makes it up we're going to just like very quickly do an overview you know kind of reintroduction for those of you who haven't heard of Microsoft 365 co-pilot I don't know who hasn't at this point but um at the very basic level it's three main components right it's bringing these large language models or generative AI built on on the open AI version of large language model models it's the data that you have access to in the Microsoft graph so Microsoft graph if you're not familiar with it is you know not only all of the data that you've got like uh your your files your emails your chats those types of things but also the connectivity between that data the kind of common threads through it who you work with who you share files with in the collaboration who's worked on what at what point all of that culminates into the Microsoft graph and those connections will inform you know what goes into and comes out of that large language model and then it's built into our Microsoft 365 app so rather than having to switch contexts all the time and go to chat GPT or go to Bard or something like that you'll be able to invoke it inside the app that you're already working in so um that it makes it you know not out of the way to go do what you want to do so so these are the applications that they initially announced is word excel PowerPoint Outlook teams it's actually grown beyond that since the Early Access program started so what we can expect whenever this launches is also one note and also M365 chat which is your um your uh your chat assistant that you can access through your browser through bing.com or through the sidebar um it's also Microsoft Loop and being able to invoke it inside of loop components uh with using the slash command it's also whiteboard so there's about seven or eight different end points now at launch as we as we get so you can see that it's already starting to mature before our eyes before it's even publicly available so that's really exciting so all of this culminates all this news and everything has landed us to this point late October November 1st is when Microsoft has announced General availability and Andy I don't know if you've heard like what does that mean specifically what can we do on November 1st I think it's a little bit unclear right like I I think we're going to be able to purchase licenses probably but do you think like are the provisioning of the tenants things like that have you heard anything what to expect in your organization so from what I understand on November 1st co-pilot is going to be available um for the uh Enterprise uh Enterprises that are not in the Early Access program they're going to be able to go through their Microsoft Partners they're going to be able to purchase copilot licenses for their Workforce and then they're going to be able to start uh rolling out and implementing co-pilot for that organization that that being said just a couple of pre requisites there if you're an Enterprise organization you're going to need I believe it's a M365 E3 or E5 licensing and then the co-pilot license on top of that U the co-pilot license is an additional $30 per user per month um on top of whatever the uh the E3 or E5 licensing cost is um so you're going to be able to purchase those for uh your Enterprise organization that being said if you haven't taken a look at the documentation on data privacy and security and some of the in information on how to prepare your infrastructure and your organization for co-pilot I would recommend that you do those things before you purchase the license and set this thing free in your organization uh you want to make sure that users have access to just enough information to do the work that they need to do and that you're not oversharing and oversharing I think is kind of is the one concern that a lot of organizations have especially when you're introducing things like a generative AI into uh into the equation so um with that in mind get ready for it test it in small pilot groups because there are a lot of lessons learned uh I Know You and I John we've compared notes uh you know some of the things that like we've learned and like um our organizations are pretty mature in the Microsoft apps and services and you and I from uh an IT Pro standpoint we've been doing this for years there's a big learning curve here I think for rolling this out but also from the enduser perspective setting expectations and like what to do so even though it goes GA on November 1 you know and that's the starting point for a lot of organizations you still want to take a piloted approach to this before you deploy it to the masses and you really do need to spend some time working on your user adoption and really understanding the use case uh around that yeah so um a great question from Daryl here isn't it 120 Grand additional or annual commitment upfront that is correct so when Andy says yeah it's $30 per month on top of your E3 or your E5 that is you need a minimum of 300 right so this is for organizations that have more than 300 seats um I haven't heard one way or another I'm just going to speculate wildly at this point I believe that that is you know there's a cost upfront right that needs to stand up this instance of the llm for your organization and I think that Microsoft is just the scale needs to be minimum of 300 to make that cost work out that's for my own perspective I haven't heard either way but um that would be what I assume the situation a is that has that minimum of 300 users um it's it's difficult for us as well as as MVPs because like we're both in organizations that have more than 300 I mean I've got there's like 400,000 people in my organization uh Andy's what like 160,000 and growing or something like that we have that but you know I I'm not I can't demo I'm not going to demo out of my ey environment obviously and uh so it's a little bit difficult like you're going to see a lot of us MVPs try to figure out like how are we going to show this stuff off because I don't have 300 seats in My Demo tenant to have a safe area so we're we're going to have some interesting times as we launch here but 300 is that minimum um yeah it makes it difficult to safely show off the content but you know we'll get there I'm sure I'm sure Microsoft will figure out a way for people to show it off and and demo it in different situations um but yeah if you're looking to prepare for the November date after the November date even and like get yourself ready for co-pilot get your organization ready there is lots of information on learn. microsoft.com the actual documentation for what you need to think about to prepare there's a great uh Microsoft mechanics uh video that Jeremy Chapman and them published that has you know step by step and if you want long form version of that we were fortunate enough to have Jeremy on with us about 3 months ago or four months ago to talk about preparing your organization so on our channels as well you can go back and and see what we deep dived about how to prepare and get ready for it but um let's let's I think get out of the admin level and back up to the user level to talk about what what is possible and what's going to happen whenever you get your license provisioned so these are this is the start of us collating the data for you Gathering it all together and I've put together these summary slides and I've only got I think two of them that explain at the very beginning what co-pilot is going to do I've prepared these for my organization I've taken a lot of the detail out of it to make it not quite such an ey chart but essentially there are seven different endpoints or eight different endpoints if you count M365 chat and across the board if you could think about a Common Thread between these we're going to look at each one individually but across all of them there's two main themes that have kind of surfaced for me in my experience of using these tools and that is you can use co-pilot out of the gate to consume content and you can use co-pilot to help you create content so that's the way I've been kind of thinking about it is am I in a consumption mode am I in a Content creation mode uh whenever I'm using co-pilot in my own world so with teams that's in three different categories from what we have used so far there's the M365 chat inside of teams I find that I use co-pilot in teams the vast majority of the time compared to in the other endpoints because I happen to have teams up on my screen the majority the majority of the day right and I'm not switching context so M365 chat that surfaces for you as um sort of a chat bot it is a bot that you will discuss and have conversations with it's installed as a Microsoft teams application and then you just chat with it like you've been chatting with any other teams app it's called M365 chat unlocks all of that functionality where you can get executive summaries generate uh key key actions ideate with it you know talk back and forth have a very conversational experience it's also in Microsoft teams as a group chat or a one-on-one chat Helper and we'll talk about this in the Deep dive into teams but you can get context and ask about a specific conversation that you're having and then what we've seen the most demos of inside of meetings you can supercharge your ability in a meeting if you're transcribing it by invoking co-pilot within the meeting and we'll we got lots of like videos and little nuggets of inform information there um with Outlook it really falls into that normal you know consume create type of workflow you're consuming email which means you're able to summarize an email thread you get dumped into a large email thread you can catch up on it or you're writing an email you can get co-pilot to help you draft and also coach you a little bit in like your tone and your professionalism and things like that same thing with Excel you can analyze the data you can consume and pull insights but then you can also take that data and visualize it or turn it into pivot tables things like that so again you're creating something within Excel same story with words summarizing documents helping you draft and write documents help you summarize and ask questions of slide decks help you again draft slides it's a good starting point to kind of start out with some slides that have content on it it may not be 100% accurate all the time or the way you would have worded it but it's a good place to start whenever you're in PowerPoint so that's kind of the base functionality within M365 the traditional apps of word excel PowerPoint moving out to some of these kind of mocha apps right or or modern collaboration type of apps inside of one note same deal you're either summarizing and consuming your notes and getting insights out of like a big brain dump of notes or your IDE ating you're creating you know to-do lists or actions or You Know sample meeting agendas stuff like that um whiteboard is a little bit interesting I think this is what we have probably the least information on Andy but um there's there's three main core competencies from my experience and that is that you can you can create content with your whiteboard so I don't know where to start I need a bunch of sticky note ideas you can say hey co-pilot what do I need to know to you know start our ice cream shop that we're going to do business planning for and it just gives you raw content on sticky notes if you've got a bunch of idation you've done and you're just literally throwing things at the virtual digital wall and you've got it all messy and unorganized you can select those notes you can hit categorize and then it will find common threads within those sticky notes and give you some common themes and organize those notes for you and kind of group them together and then one of the neatest things I think of whiteboard with co-pilot is that you can summarize a whiteboard so if you've got this crazy complex whiteboard situation then uh you can say Give me a summary like what is this whiteboard telling me and it creates actually a loop component inside the Whiteboard that will give you the key insights summarize like what you know what the Whiteboard is talking about some action items the Whiteboard that it can sense stuff like that and I think it's interesting darl probably has a lot to say about this but when we saw demos of this we're like why why is it like jamming a loop component into it and my rationalization that I've thought about as I've you know kind of noodled on it a while is I think there's two main reasons the loop component gives you a rich text area so it can give you bullets and you know headers with bold text and stuff like that the second thing is it's really powerful to use a loop component because now that is portable and I don't have to share the entire whiteboard in order to share a summary of the Whiteboard I can just share the loop component you know Standalone so in in my explanation or in my experience with co-pilot in whiteboard I've actually like you know think that it's it's a great thing that it tends to be a loop component gets people exposure to that really cool tool same type of thing in Loop you're either creating content you're summarizing content don't want to belabor that too much and then M365 chat is kind of always there for you as a digital assistant it's kind of the the all-in-one capability whether you're using it in Microsoft teams in the future you will use it for um in the office.com web page so it'll be like uh an application in the side menu and then when you go to bing.com or in the being sidebar you have that that co-pilot enabled chat assistant for you so I guess that's everything that that I've got at a very high level before we Deep dive into looking at these specifically and kind of putting a visual to them let's step back one slide for just a second yeah sure also want to emphasize the order as we're approaching this and rolling it out for our users it can be really overwhelming and part of that is because some of us have a chat GPT mentality but some end users are just trying to figure out what button to push where do I start like where where do I go like um and it can vary across you know roles in the organization vary across the generations that are represented in the organization um the workflow and the type of work that they do so as you're stepping through this try to meet the users in the place where it's going to make the most sense for them and I really like the order that we put this particular slide uh in because from what I'm seeing with some of the conversations around the uh the users that are implementing it is um the order here I think is is a really good order to keep in mind as you're starting to to roll this out start with teams because the meetings feature to be able to have co-pilot recap your meeting to be able to pull out some key takeaways and actionable items to the meeting that's a very low barrier for entry that provides a very high uh return on investment for for those users they can get those detailed summaries and notes and then they can be present in the meeting and not have to worry about scribbling everything down or going back and searching through the transcript later on now they can be present participate in the meeting and then go back and have those key points and highlights and be able to talk um with co-pilot againsts the meeting later so that's a really good entry point the group chat we use this all the time for conversation a one-onone or small group that extends into the meetings so now we're just taking that co-pilot into that summarize meetings for the last seven days hey I've been talking with this person tell me what the action items are over the last two weeks that can be really helpful now you don't have to do that manually and then the M365 chat we're going to talk about that in just a little bit but for me that's really where the value of the whole thing is that M365 Live Chat is probably in my opinion the most powerful co-pilot experience that we have we'll get into that more in a little bit but then as you're moving from like one app to another we're stepping from teams which I think is the gateway to Microsoft 365 especially for a lot of the modern Workforce because of the fact that meetings sit side by side with conversations sit side by side with content for a lot of information workers Outlook is still King for communication so to be outl summar this Emil and me the take I'm not reading all that you know it's um too long didn't read uh that's super super helpful and then you start moving into the office applications Excel word PowerPoint and that's where um you're going to really start to hit home with people in certain processes if I'm in data analytics Excel here's the things that you're going to be able to do with it and we can meet them where they actually work so the order that you have here as uh I would suggest taking a look at something like this for your organization and figuring out how you're going to be able to meet those end users and show them how co-pilot can help them in their moment of need and then move into other processes as they mature and get more familiar with it yeah yeah to to highlight the question just to answer it up front like what's your personal favorite way to use co-pilot for me what I use the most is M365 chat inside of teams um because that's where I am the for the most part I think the most magical experience is meetings so if you're an organization that is able to transcribe meetings and you know able to get the benefit of that um that that is the magic if you're going to demo this and kind of get you know like mindblowing functionality right off the bat but the daytoday for me is mostly Microsoft Chat because that's where I can kind of keep that conversation going and uh go back and forth several turns so that that's my favorite personally what do you think Andy what have you been using the most or the thing that I like the most is the ability to reference files that I have in one drive teams and SharePoint whether I'm in word whether I'm in PowerPoint whether I'm in M365 chat to be able to reference those files and to be able to summarize and consolidate one of the the the demos that I can't wait to be able to show handson is creating a a presentation uh and being able to reference a business plan along with a specific customer that I'm that I'm working with in a fictitious scenario but to be able to reference content and have it automatically consolidate and summarize and um merge that content together for me that is I love that feature that that's amazing and it extends a couple of the different co-pilot uh experiences uh here mhm Michelle here's a a use case that he's talking about is creating three to five points to prepare him for MTR boot camp you know and in his role he's selling Microsoft teams room right and the latest functionality he needs to be the latest upto-date information so he focuses on emails and meetings just from the last three weeks right I don't want out ofd data so like putting that that little you know almost like constraint on co-pilot to say I'm looking for the latest data in the last 3 weeks that's really helpful for him I would say a personally uh The Prompt that I like the most so far has been um I accidentally did a thumbs up on my camera um the the favorite thing that I have done is um getting executive summaries and project updates so as an architect I'm kind of looking at the bigger picture of like where these different projects are and and what our progress is in different programs so I like asking it to give me an executive summary of a specific project and I don't want just a paragraph of text I want a little summary of what the project is about I want a bulleted list of the key achievements in the past 30 days I want a bulleted list of the issues and challenges that we're running into and then I want a bulleted list of what has the team said that they're going to work on for the next month right I kind of want that like snapshot in time of where where have we been and where are we going um that for me has been just wonderful because I it goes across all my slide decks all my emails all of the meeting updates that I have and um able to kind of like snapshot that into a project or a program update has been powerful in my role specifically so um should we jump into word I saw that uh yeah Daryl was saying you better get ready for your your intro for word all right let's jump in and talk about the first one which is co-pilot in word in this 365 Deep dive session we're going to be talking about co-pilot in Microsoft Word so with that let's go ahead and dive into the features we got a short little Sizzle real video here from Microsoft which over uh overview some of the capabilities and then we're going to talk more about what you're actually seeing here live so as we dive in I'm immediately uh we're in Microsoft Word and right away co-pilot actually pops up uh for the user so you're going to see this as part of the uh the experience uh it's going to ask you um do you want to get started creating something new and how it can U assist well just a simple prompt a simple um request using natural language it's going to go ahead and actually start generating content for you you can interact with co-pilot while you're in the main document itself but you're also going to be able to interact with co-pilot through the co-pilot panel that shows up on the right hand side of the screen and you activate that with the co-pilot option that is up in the ribbon now this particular video uh is publicly available this is from Microsoft's uh um website and notice that the co-pilot logo was actually using the logo from a few weeks ago uh it hasn't been updated to reflect the new logo but it's still the co-pilot uh service so we got the co-pilot panel unless I know of another phrase to refer to that as it's going to be the co-pilot panel moving forward so two different ways that we're going to be able to interact inside of the presentation we can go ahead and walk talk a little bit more about it I want to roll back a little bit and point out that this is something that you're going to do a lot in co-pilot for word and PowerPoint for that matter and and chat is referencing files and people and meetings and things like that you do that with the slash command so you'll do a forward slash to start searching for data and you can see in this example that they are searching for notes right they want a proposal and they want to leverage some notes and they want to mention a road map that they already have in word as well so being able to pull in right resources to say okay the graph is like ridiculous I want to kind of like narrow it down and narrow my focus to I know where the good data is so focus on these items so I wanted to point that out is you're you're able to reference things so that you get more relevant results out of that I'll go ahead and hit play again for you Andy so we've created the draft now we can use co-pilot panel and we can continue to work with the content that's there we can continue to build out uh the actual document now we might do some of this by hand we might go and insert the images that we want by using the insert tab up at the top but you can actually do that through the co-pilot panel along the side but not only are we able to um uh work within that and add content to it but we can also use that to go back and reformat uh the content we can change the tone we can change the language that's being used used uh inside the document we can summarize a complex section maybe turn it into bullet points so that the readability is uh uh easier for uh whoever's um going back and reviewing that later and we can do that through the co-pilot panel but you can also do that in the body of the document as well if you were to um add your cursor to the body of the document a panel is going to pop up and co-pilot's going to be available right from there and it's going to have a co-pilot promp panel and ask you what you want to uh to do if you highlight existing content inside of there you can use co-pilot to rewrite it or maybe reformat it in a in a table format uh if you want and then in this particular um screenshot if you look in the lower uh right hand corner um we've got the for lack of a better term we've got the co-pilot pixie dust uh the co-pilot Sparkles the co-pilot magic uh icon there we're going to come up with something clever to call that I'm going to call it the co-pilot pixie dust for now just because that makes me laugh but these diamonds mean AI to me across every application not even just Microsoft if you see those little sparkles that means like some magic robot is doing something with AI I'll be honest with you in the Microsoft world for the longest time We've joked about you know the meatball menu and the waffle icon and the hamburger menu for me that's kind of like the Salt Bay um menu right over there cuz it look grains of salt but uh we'll figure out a clever food name for it uh that's the magic spice the essence that we want to add to this but when you click on that that menu it gives you a few of additional commands that that you're going to be able to to work with so as you're as you're working on the document the the the biggest thing is all the way back at the very beginning co-pilot can get you over the blank page it can help you start from something that is existing the content that you've already collected whether it's an email and Outlook whether it's notes in your one note whether it's a document that you previously drafted and the last thing I want to point out about that is that the content needs to be in the Microsoft ecosystem it needs to be in one drive teams SharePoint and Outlook and order for um co-pilot to be able to go back and and find it and then you've got a starting point where you can draw inspiration and then massage it and through the co-pilot panel and even in the body of the document be able to to work with it yeah so Daryl has a question here that's wait a second is the panel going to pop up every time I put my cursor next to text um to answer that that is not going to happen so it's not going to be constantly like coming out going away coming out going away no what what he means is when you put your cursor like over here next to it in that Whit space you're going to see a co-pilot icon right there that you can click on and it will open up like an intelligent thing where if you had text selected the little co-pilot icon in the left hand side is going to say do you want to summarize do you want to rewrite this it's going to give you like that type of thing if you put it in empty space then when you click on the the co-pilot icon it's going to ask you what you want to draft content in that white space so it's not going to you know be like constantly coming up and and moving your view around it's a little like kind of like a little helper in the side now that's for the side panel in the body like if you go back to the beginning of the document the beginning of the video there yeah that thing right there if you click into um like outside of a paragraph and you click into the the white space of the body itself that does tend to pop up um when when the cursor engages with with the document so this thing right here you'll see it when the document first opens up and then if you go into the like the white space between like the pricing paragraph and then the the topic down below it um it does pop up there as well yeah and see like at the bottom that's one other thing to point out um can you go back to that that part where it said keep it yes right right there once it generates something you have the option to keep it they've even updated a little bit to adjust it to regenerate and what I'm seeing now is it actually gives you a couple of different drafts to review so if you got like a small paragraph it'll give you two or three different versions of that for you to kind of pick and choose what you want yeah full disclaimer you should pay attention to the actual content that's there and check it for accuracy they will put that all over the product you'll see it everywhere but you need to verify the content is actually what you're looking for uh and it's being generated um with a message that you're actually trying to send there so don't just depend on it make sure you fact check it MH okay so let's look at the slides that we have about this here so to recap that a little bit um you can draft content you can adjust or kind of augment your content to make it a little bit better kind of you know massage it a little bit like I don't want this I want it in a different format like bullet points or a table or something like that you can create that way and then where's some other pictures here so this shows summarizing the content and now this is yeah so this must be um a more upto-date you got the new icon right there but yeah if you open up a document that's already been created you can just consume it as you normally would or if you invite evoke that co-pilot pain on the right hand side then you can ask it to summarize and this summarization is like one of those pre-prom for you you'll see it up here at the top as a suggestion or if you click the sparkle down at the bottom one of those like recommended prompts will uh will tell you hey do you want to summarize this you click summarize and it starts giving you those main ideas it formats it nicely in some bullet points it's kind of easy to skim you you also can give it more detail if you say summarize this document and you know give me the top 10 things or the top five things you can give it a little bit more coaching that's that's called prompt engineering where you can sell it tell it what format you want how much of it you want things like that um something that that I'm kind of honing in on like my own little analogy of what prompt engineering is like for me and I I like to describe prompt engineering like this I have three kids at home three small children if I tell them to unload the dishwasher and I just say that they're going to do who knows what with the dishes right they're going to just pull out the dishes and leave them on the counter for all I know or leave them on the floor so what I've got to do is say please unload the dishwasher and put the plates in the cabinet above the sink put the uh the the silverware in the silverware drawer I need you to separate the silverware by forks spoons and knives you got to give that level of detail sometimes when you're talking to generative AI you want to tell it exactly what you want to do and don't assume that it can just infer what you want based off of a short like I summarize this chances are you're going to get a better output if you give it a a more clear definition of what you want so uh summarize this document could be a little bit dangerous because you might want something a little bit different keep in mind you can add that to your prompt as well so along those lines Microsoft does have some publicly available information around some of the prompting guidelines and the four main things that they're recommending is you give it a goal what do you expect from co- pilot you provide a little bit of context you give it a source what should it pull from and then you set the expectations you need to think of it as a conversation and know the first time you ask it for something it's not necessarily the end result that you actually want so you say summarize this document we get four bullet points but those four bullet points might not be all-encompassing or they might be a little wordy so then you could say Okay summarize this documents and be a little bit more concise with the response or um divide it up into a couple of subtopics and you're you're going to be conversing against it to to get those uh those responses back yeah I want to share this a little bit we'll put this this in the the um chat but uh at work laab they had the Art and Science of working with AI this is what Andy was talking about is this kind of like anatomy of a prompt start with the end in mind then moving on set the stage give it that context that that you're looking for that could referencing a file or something like that or referencing a person then Define the parameters tell it like you know what samples or you know use this for inspiration stuff like that and then tailor how you want it to be I want this as a table I want this as bullet points with headers things like that so this can really help you kind of like generate those good responses or those those good prompts I'll put that in the chat for you guys yes work laab rocks I love the work laab um definitely subscribe to that podcast and the RSS for that um because they have some gold in those Pro uh posts so yeah co-pilot is like a six to 10 year-old child um you have to act like you're you know giving it giving it very specific instructions about what you want so uh we might have gotten ahead of ourselves a little bit get diving into prpt engineering and like so what else do we want to talk about here that's also something to keep in mind there are guard rails against that you need to stay within rather there are guard rails you need to stay within um you can you can try to do the type of prompt engineering that you see people doing on social media it's not going to work um necessarily here in the in the Microsoft co-pilot World there are things that that it can do and can't do we'll show you the service description in in just a moment but what you see here are some core capabilities help me to get started create something from something that's already existing consolidate a few things merge them together give me something to work with from there summarize this document summarize with bullet points make more concise rewrite this section make it more uh readable those are the things that it does really well and those are the things that it excels at today and it's a service is very much in its infancy and it's going to grow so if you approach it like that if you approach it like you're talking to a six-year-old and you set those expectations then you're going to have a lot of success in uh in working with it yeah so here is the service description from Microsoft learn or learn. microsoft.com and we'll again we'll put the link for this in the chat too um but you're able to write and summarize get drafts draft content remember it can be usefully wrong so you know you need to verify for accuracy things like that um it can uh add context so it can rewrite things it can expand upon ideas summarize documents for you um stuff like that it can understand the tone of it if it's you know more casual more professional something like that and then um you know you can you can kind of like play Devil's Advocate with it a little bit you know and say you know what am I missing here or you know give me a contrarian perspective on what this document is talking about you can kind of like roleplay with it a little bit as well which is pretty cool okay co-pilot in Excel so in this section of 365 Deep dive we're going to be talking about co-pilot in Microsoft Excel well let me mute that so as we begin our Excel journey I think one of the things that it's important to point out is that it's going to work with table formatting data that's where you're really going to get the the best Excel experience out of it so working with table based data inside of there much like we saw in co-pilot for word in co-pilot for Excel we've got the co-pilot panel that opens up along the side that allows us to interact with the data uh inside of the uh the workbook as far as the capabilities here um you're going to be able to do things like have it to identify insights it's actually really good at doing that um breaking down insights in that D in that table and identifying trends that you might not immediately see um just parsing through a a raw numbers you're going to be able to have it work with things like time frames so for example one of the things in the Side Bar you see over there has changed from quarters to months it can do things like that really really quickly versus if you were to try to do some of that um it would be much more uh timely or time consuming rather for you to be able to do that and then once it starts interacting with that data you're going to be able to do things like insert visualizations charts of varying kinds and I think what they've done a really good job of is working with um the um machine learn and analytics on the back end from years and years of experience working with Excel and IT knows intelligently what format um to present that data back to you in in a visualization it knows um how to help you conditionally format data because it's got all those years of learning on the on the back end all those best practices for years I've refer to um there's a couple of visualization guides that Microsoft has that are really good I've presented those or shared those in trainings and this is going to do a lot lot of that for you and so you don't necessarily have to go and find that style guide to do that and it's really going to help with that yeah three things that I think is really cool about co-pilot in Excel and I have to admit I am not an Excel power user I don't use it very often I kind of use it begrudgingly when I have to to be honest um I know people especially in my organization to be like what Excel isn't the most amazing tool you've ever used because we're in a huge Excel shop but um three things that I think are great are one getting visualizations that I may not know how to do because I don't use Excel that much getting visualizations and getting pivot tables because I always have to like look up a YouTube video about how to make a pivot table because I do it so infrequently so that would be like the first thing is doing things in Excel I don't know how to how to do the second one is getting those visualizations or being able to do that conditional formatting you can see right here where it's doing I'm going to pause that it's doing a color coding visualization that I could do that myself but again it's going to speed that up a little bit and then that third thing which is creating a model like okay I've got the data from what happened last year what if I made this one little change what might it look like next year being able to kind of like roleplay or like forecast and do things like that I think is really really powerful because you can see theoretically what if I made this change or that change to my strategy how does that affect the numbers for me so I think that's a really cool ability right there to be able to kind of look into the future a little bit and um you know kind of have that safe place to do some modeling stuff like that so um those are my three favorite things in Excel Andy have you used Excel co-pilot all that much before or are you kind of in the same boat as me I'll tell you one of the things that I have used it for and this is really helpful for me and that's working with formulas and expressions it's actually really helpful for for working with some of that um full disclosure um I've used it with my fantasy baseball league and my fantasy football league uh as we were getting toward the playoffs in the Fantasy Baseball League that was helping me to identify Trends over the last like um 3 to six weeks which in some Services is not always available so I was able to pull in giving you a leg up yeah exactly um like when like I play in ESPN leagues and those leagues it gives you a total score but it doesn't break it down like in baseball of um batting um uh scoring versus like pitching statistics it just puts it into one big bucket and I needed to be able to break that up into two buckets I wanted to know hitting wise how I was doing and pitching wise how I was doing uh compared to the rest of the leag so I was able to um create an Excel workbook and import the standings and the standings actually had all the information for hitters and for pitchers in in one table so I put that in one table and and then it had the total column and then I created a second table side by side with that and I inputed our scoring metrics and then I was able to get co-pilot to help me to um based off of the scoring metrics create a scor um in that broke down hitting versus pitching and then I was able to see okay hitting wise how do I compare to some of the other teams and pitching wise how do I compare to some of the other teams and then I was able to gain a little bit more insight into that that was a fun experiment for me and it was helping me to create and generate some of those formulas and expressions which in this case we're talk we do um I think we have eight hitting categories and seven or eight um U pitching categories and each one's weighed a little bit differently or weighted a little bit differently it was able to help me to to do that um with a it's kind of a nested formula and so it it got pretty complex so it was able to help me figure that out and the syntax along with it and that was that was really cool yeah okay so to kind of you know break down what Excel co-pilot or co-pilot in Excel is kind of the The Branding that you're going with at this time it's um ideas are breaking down sales by Channel you know asking questions about your data you know what are the key trends what are the things that that you think are contributing to you know an increase in sales a decrease in sales whatever um stuff like that reformatting the data into other visuals that's something that that has been helpful to me over the past couple months you know here and there creating charts that you may not know necessarily how to to create or kind of like a pain in the neck to create you can ask it to create those for you and you can also have it you know tell you what is the best way to visualize this data um that's something I struggle with is like should this be bar chart or should this be a line graph or a pie chart you know um co-pilot kind of kind of help you with like the best way to visualize as well which is pretty cool um the feature description for this again from learn. microsoft.com is um that you can query data in natural language you don't have to you know think in terms of formulas you can uh reveal those like insights correlations do those what if scenarios that kind of modeling that I talked about uh generating models based on questions what if I change this what if I change that how does it affect the data um and then again create those visualizations ask for recommendations stuff like that so um anything else uh let's see here fairy geek mother has a question that is for those with licenses will co-pilot replace the current functionality like data in Excel designer stuff like that from what I've seen no it doesn't replace any of those other features um my like PowerPoint designer it it kind of augments PowerPoint designer for me right um I can do PowerPoint designer without co-pilot or I can ask co-pilot to draft some slides for me and it leverages designer as kind of its engine to create the layout so I haven't seen anywhere where it's going to replace functionality I've just seen where it's going to add to it yeah and this I I would second that it doesn't take anything away from the application it just gives you a new way to interact with those features and those functionalities using the co-pilot tool and natural language uh sometimes it's easier for a user to say hey can you just highlight all of these things that are above this threshold in green versus trying to figure out how to do the formula if you know how to do it you can still go in there and do it this just gives you a way to ask it uh to do that uh without having to have all of that in-depth uh in-depth knowledge sounds good all right you ready to move on uh one I think we got hold on there's one more down there let me just read that real quick this oh Daryl yeah darl I agree I don't have the skill to to fact check of the numbers either to understand you know is like is it hallucinating or not um that's something where like you this isn't going to replace people right like you need to have the skills to know if it is going wildly out of bounds or not um you need to understand the data like going back to Microsoft Word draft me something um about a topic I need to understand that topic enough to know if it's giving me nonsense or not you know so like you still have to have these these soft skills and understand what you're doing and not just fully trust it uh to do that so that's a good thing to point out Daryl for sure okay so why don't we move into an app that we're more familiar with uh I use PowerPoint all day every day I feel like I live in PowerPoint so this is more in our wheelhouse a little bit I'll go ahead and hit play for us so in this section we're going to be talking about co-pilot in Microsoft PowerPoint co-pilot in PowerPoint is going to help you get over the blank slide starting point you can actually go in and start generating a presentation based off of an existing document so for example if you have a proposal that you've already drawn up the co-pilot application is going to be able to go ahead and start building out a PowerPoint presentation for you uh including a number of uh different slides content within those slides based off of the document that it's pulling in from but it's also going to try to intelligently add um a theme to that as well as visualizations to support that now this is the starting point this is to show you the art of what is possible you don't have to leave it in the form that it actually uh gives it to you um but taking that that deck and having eight or 10 slides to start from get you over that initial barrier and then it's just a matter of let's clean it up and polish it let's add in the information that we want and then start to visualize it but I think we both know that when we are deeply invested in the world of PowerPoint we want a whole lot of control over everything from the theme to the visualizations to the fonts to the way that that information is presented to the storytelling aspect of that they try to implement some of that um based off of all of the research and all of the Telemetry that the PowerPoint engineering teams have so this is that starting point but it is possible to do more so when you're in here you're going to be able to use the co-pilot panel to do things like add an additional slide and not only can you tell it to add a slide but you can tell it to go ahead and populate it with content add a slide about this specific topic and go ahead and drop that into my presentation or this slide is too wordy can you make it less wordy can you make it unlike Andy and get to the point uh can you insert this image or replace this image with another uh image can you copy the style from a previous presentation and go ahead and add that and one other thing I want to point out on this particular part of the video as well it will populate your notes uh um uh as it's building it and I think that's really helpful especially if you deliver presentations and you use the notes feed inside of there so not only will it build that that presentation and get you started but it will also populate the notes uh as well for the for the speakers so those things are are are really really cool now um John what's your experience like as you've been working with uh with PowerPoint generating some content there yeah so for me I think what a lot of people are going to really like about co-pilot in PowerPoint is this initial area I don't think it's going to make all of us lazy slide designers because from what I've seen um I think a lot of people are going to get the output and be like ah maybe I'll tweak this or tweak that or maybe it's not quite the image that I was looking for or something like that because you have in your mind the story that you want to tell right and I think it's going to take some repetitions and some expertise experience to uh to get what is in your mind the story you want to tell into a prompt that gets you what you want I think this is where prompt engineering is going to be one of those like Mastery level skills whenever you come to PowerPoint but I think the immediate benefit is starting with a blank slide deck and saying hey co-pilot I need to give a talk about this subject and I want to make sure that I hit these points but I don't really know like the flow of what I want to do co-pilot I think is going to really help with giving you the structure of what your talk should be about you know if you kind of don't know where to start I usually start out with an outline and that's probably what takes the most amount of time in my opinion to create a presentation is what do I want to talk about in what order do I want to talk about it in co-pilot what I've seen is that it helps kind of like FastTrack that ordering of things for me to where I may just make small tweaks but generally kind of accept like Oh I like that flow um then I go Slide by slide and make it you know my my story my vision my visuals things like that so Daryl has a question here that's is it going to respect the corporate template at least right now from what I've seen no it uses those PowerPoint designer type of templates where it's going to say hey here's somewh designer says is beneficial for you um and and hopefully we'll be able to you know get a little bit more like I have an organizational asset Library I want to use these pictures I want to use those um right now no it's about what you get from PowerPoint designer I don't know Andy if you know more about the public road map and where they're headed with that um my organization we don't have the the org asset Library set up yet so we haven't been able to experience that if it's possible yeah I don't have any any more information on um organizational templates and look and feel to add to the conversation um I do want to point out though um and you know kind of on this the same lines um big picture what what's it going to do so you can create a new presentation as we see here it does try to build it and you use the designer tool to to give it a certain look and feel one of the things that I think is really cool is in the side panel over there it can summarize the entire thing so like we we we talked about it from hey here's an outline or a proposal that I had over here as a Word document um generate a presentation but it can also go the other way you can go in and say summarize this presentation and give me um you know bullet points around these 30 slides that are uh that are in it and I think that's actually really really helpful especially for like larger decks I'm going back to review something later that could be an outline that maybe I turned into a blog post or maybe I turn into a proposal or maybe I turn into a longer form document but it can also help you to organize the presentation you can have it to U organize and reorganize and move the slides um around and then you can go back and you can polish it by having it do use designer create some themes help you with some images change some images around um and uh and work with it what i' like to see is to be able to go in and use things like like um Bing chat and the dolly3 integration and have it generate images and put those in the body of the presentation I think that would be a really cool feature and I'd like to be able to do that in the future um so that would be really cool um to see something like that but um from the from the content Generation Um piece and to go back to um to Daryl's question I don't have any specific information around whether organizational templates are going to be respected I think they would but that might be something that's going to be a little bit further down the road yeah Pete mentioned also the new brand Center that's been talked about that might have an impact too that might that might be something that aligns more with like they kind of intersect at the same time so it may leverage that a little bit more than kind of the way it's been done traditionally um I I don't know I don't have insight into that yet um I suspect that we're going to see some announcements coming out over the coming months about some of these things that that answer some of those questions like darl mentioned like H yeah but can I do this or can I do that specific thing I bet we're going to see a lot of kind of follow-on announcements that that might address some of those things I really like this idea from Daryl that was imagine the um the uh coach the presenter coach presentation coach like imagine that not only giving you scores and what you you know things like your pace and filler words and stuff like that but what if it knows the content enough that it can also give you you know tips about what you missed or what you spent too much time on something like that I I haven't heard anything at all about how the coach might get better but I'm just throwing that out into the universe if somebody from Microsoft ever sees that um more AI powerered coaching that's a really cool idea from Daryl here about you know adding notes and stuff like that would be really cool output to kind of like make your presentation better rather than just scoring you on your delivery we heard it here first folks co-pilot coach Daryl was the one that threw that idea out there I that would actually be really cool yeah as far as um from a service description um uh standpoint you can transform written documents into the decks and as we saw speaker notes and sources that's all really really helpful um I do want to expand on that a little bit though um we we'll talk more about this in a bit but like we were in word a little while ago and we talked about referencing other files one of the things that I've done in word that's been really fun is to reference other files and say hey take this um this U business summary that I'm working on and take this pitch deck that I created and combine that into a single document so um uh the fourth coffee shop deck that micros has out there it's just a template I took that and combined it with a generic uh business uh plan and it took those two things and built out a business plan and it referenced fourth coffee within it so if you've got a pitch deck you can kind of use it going in the other direction and I just thought that was really cool we saw it here from word coming into PowerPoint but it can also go the other way which I think is really neat um we saw you can create a new presentation from a prompter outline you can condense presentations um that's really neat you kind of have to experiment with that a little bit um and then not only with condensing presentations I do want to expand on that you can have it uh get rid of some of the wordiness within a a specific slide you can use it to condense that turn it into a series of bullet points that's a little bit easier to read now is that going to be like PowerPoint story best practice probably not it still needs that person to be able to to parse through that um but it can condense down wordy slides and it can make it something that's more approachable for the users and then using the natural language commands to adjust the layouts reformat the text and then work with things like um animations I haven't seen the time animations I experimented with that a little bit and I didn't get any kind of results with that it told me that it wasn't possible to work with like animations so maybe the timing is something I need to go in and and play around with but I did like being able to use natural language I've heard it's um it's been said that users only use a small percentage of the total number of features that are actually built into PowerPoint there's hundreds of features there most end users only use a few of them and even as a I I would consider myself a PowerPoint power user I used to mess out of it uh and I tried to do some really cool things with it I think Beyond you know really what it was designed for um sometimes I don't know where the menu is to find that command it's you know it's it's buried down deep somewhere and so being able to just go to copile and say hey I'm trying to do this and have it work with me that's going to save a whole lot of time and I think it's also going to help a lot of users to approach PowerPoint um and and do some more advanced things yeah um another thing to not you know skip over as well is this isn't listed in here yet but um just that summarization as well it the service description kind of focuses a lot on uh on like creating stuff but if you get sent a slide deck that is just like 100 SL you don't know what to do with it make sense of it you can ask questions of your slide decks and you can you know say what is this about what are the key themes what do I need to do about it why should I care those types of things um co-pilot is great about that for things that are sent to you so again kind of that am I creating or am I consuming think of those kind of two c-words whenever you're dealing with co-pilot so cool um all right moving on let's talk about email we're getting into more of the collaboration uh aspects of things so in this section we're going to be talking about co-pilot in Microsoft Outlook with co-pilot and Outlook you're going to be able to start drafting a response to um a message inside of your inbox you're also going to be able to draft a new message uh right from there additionally some of the really cool features is to be able to catch up on a convers ation so maybe there's a threaded conversation going back and forth amongst some teammates you're going to be able to use co-pilot to go and get you caught up on that conversation to identify key takeaways and action items inside of there and to summarize that into something that's a little bit more uh digestible um additionally it's going to present it back to you in a couple of different formats um and you're going to be able to kind of pick not only um how you want to see it but if you're generating a response you're also going to be able to provide some parameters around that for example being able to determine whether your response is going to be short medium or long form but also the type of the the tone that you want to respond back with that being said as we're looking at this I'm not sure that my boss wants me to respond in the format of a poem I'll try it and I'll let you know how I have done it a couple times create a high coup about you know what I did this week and you know the key takeaways um we'll see how that how that lands in the organization um I think that would be more for maybe some fun interacting within the within the team but to be able to change the tone and the writing style I think that's something that carries across co-pilot not only in in Outlook but across all the various co-pilot services to be able to identify a certain tone and how you want to be able to uh uh to respond now something that was announced in this writing style area is at the surface launch event in at the end of September um Microsoft announced that they're adding another option to this in the future we haven't seen it yet it's not available in the EAP but um that's going to be an option called sound like me where co-pilot is going to understand the way that you speak and kind of what your voice is in email the way that you sign off what your nickname for yourself is things like that uh and it will sound more like you so I'm interested to see what that looks because to be honest there a little bit generic you know it's a little bit of like what you would get out of like Bing chat or something like that if you've played with answering emails with Bing chat um I think it's going to get a lot more real realistic sounding when we have that sound like me option I kind of hope that that is the default when it rolls out but I haven't I haven't seen either way I'm really interested to test that feature because I've done some of that with chat GPT given it some samples of my writing I've even given it some samples of transcript of a presentation that I delivered and asked to do some text analysis I'm really interested to see how the sound like me uh compares to some of the other uh tools uh for this that I think it's going to be a lot of fun um to test out yeah so darl has a question here that like is that going to add to the llm or something um from a technical pers perspective the way I understand it absolutely not um the llm does not learn from anything that users send to the system so it doesn't learn from it doesn't retain any of that information from what I understand it's going to leverage the graph and it's going to understand how you speak and what your mannerisms are things like that from uh from the graph and I think it's going to augment your prompt with that so it's going to be the the behind the seams prompt will be something like reply by saying this make it a short thing uh use this voice where they say these things a lot and you know here's kind of the tone that they use I think it's going to kind of inject that stuff uh based off of what I believe to be probably the um the semantic index so to roll back like four months when we talked to Jeremy Chapman there's an organizational semantic index and then there's your semantic index index so what I could imagine is is that at most potentially how you sound might be part of your own semantic index and then leveraged but uh I would imagine it's either doing that or it's just adding it almost as like custom instructions to the prompt itself but it's not going to learn from and retain that all of your employees sound like all of these different people uh that's not going to be part of the llm itself so that leads to Pete's question of like can I sound like someone else um one I don't think Microsoft's going to give you a button to do that because I think that would fall a foul of their responsible AI but um at least in your organization if the llm doesn't learn what people sound like you're not going to be able to say I want to sound like my director you know because it's not going to you know I don't think it's going to know it hopefully it will catch that from a responsible AI perspective I was is can I make it sound like Pete the pirate and respond in that voice I would like to test that as well I haven't I haven't had a chance to do that so I'll report back and let you know how the P the pirate voice comes out yeah that could be a little bit of red teaming that you do in your organization as well it's like I want to sound like my peer over here and see if it's like oh well yeah that person uses a bunch of you know things that you know that may come out May come across as like bias or something like that that's something to watch for so so we have guidelines in our organizations for our email signatures I think we're gonna have some guidelines around the sound like me uh replies in uh uh in Outlook yeah this is great sound like me is a little bit scary credential hacks things like that if you do MFA go passwordless you don't have to worry about that quite as much but yeah um that's another thing like is fishing going to get incredibly good with General AI generative AI That's that's a not co-pilot topic but you know it's kind of an interesting thing to wonder about like oh my gosh is fishing going to get really good because it's going to actually sound like a person more than it does today so moving into some of those uh those details there so you can see this is whoops I meant to to pause that you can see that this is that initial draft of starting a new email you get again that ribbon kind of similar to Microsoft Word where you can say this is what I want to say this is kind of how I want to say it and then it gives you that um and you can adjust the tone whenever it generates you'll see here in a second that you can adjust that and you can regenerate try again stuff like that so that's what the generating content looks like um and then this here this is that catchup with co-pilot so this is not something that I've seen yet uh in in my own experience um what I've seen or what what we have available to us at GA is going to be the ability to get a summary of a thread specifically so if you get I always get you know added to like a 35 email chain all of a sudden at like 3:00 in the morning my time and I wake up like what in the world is this you can get a summary of that that's what the like out of the box RightWay capabilities is going to be is replying to emails getting summaries generating drafts of brand new content we'll let that play out a little bit right there so um I haven't seen yet the ability to flag items or um you know get get like catch me up on my email from the past week stuff like that that type of task will get into with M365 chat I have used the chat to catch me up on things that are in my mailbox but I just haven't done it in Outlook quite yet um anything you want to add Andy to this service description so um with the service description I think one thing to kind of point out is that um there are a couple of different Outlook clients out there there's the classic Outlook client for desktop there's the modern Outlook client for desktop which is also very similar to outlook for the web ow OA and um the experience is going to vary and it's going to be heavily weighted toward the modern clients uh so keep that in mind as you're as you're working with this um if you're using maybe a classic desktop version of Outlook you're not necessarily going to see uh um co-pilot anytime soon with that yeah if you're someone who's more web inclined you're more likely to be able to to work with it um and then from there I think some of the key takeaways of you know feature wise the users um should be excited about but also temper those expectations is the summary is only going to go back so far um I can't recall exactly how long how many days back or how many replies back that the summary for email uh is going to go I have to double check on the service descriptions with that but it's not necessarily going to crawl your inbox for the last three years um it's going to be limited um to to a certain time frame um the ability to respond to an email quickly with a single prompt is great but there's a meme floating around and it's like hey you know I got to draft this email I'm going to use you know co-pilot to do it and somebody gets the email on the other end and they're like oh yeah they wrote this with co-pilot so um give me a summary and then reply with co-pilot um and then you just got you know Co Pilots responding to one another and taking the person the equation robots talking to robots exactly so you know fact check it actually read and engage it um but it is helpful to hey this is a long email thread summarize it tell me what the key bullet points are and then you know ask it a couple of follow-up questions and and get down um into it um yeah and then you know have some fun with it but keep in mind we use this for uh in many Cas is for professional communication um and I think it's really important to set that standard yeah personally I have used the summarization of email threads like crazy that has been like a superpower for me um to understand long email chains but I have almost not used the generating drafts at all um because really like I I want to say things in my own voice I want to I want to be me you know whenever I respond so I think think sound like me might change that for me personally but um I I've gotten a lot of use out of summarization not quite so much much use out of generating uh things but again also with chat GPT or Bard like Gmail I I haven't been doing that in other apps either as well so that's just uh I guess I'm maybe I'm old school or something and that like I like to write my communications but uh that's just a little bit of my own experience so okay oh boy you ready to talk teams this is where there's lots of teams things hope you guys are ready here goes a deep dive this is a very exciting part too though so all right so in this section we're going to be talking about co-pilot and Microsoft teams now co-pilot and teams actually has a few different experiences whether you're working in chat in a small group one to one or a small group um but it's also going to extend into things like your meetings and that's going to apply to private meetings as well as the channel meetings that you're going to be working with and even then co-pilot's going to extend into uh the M365 co-pilot is kind of the virtual assistant so you're going to see a bunch of different co-pilot experiences um along the way so some of the core entry points are going to be able to go in and have it work with things like meeting notes that you've generated and Daryl's really going to love this because it is overlapping with Loop so co-pilot in Loop and being able to interact with those Loop notes that you've created so we're going to see um co-pilot uh as part of the meeting notes experience being able to prompt against or query against the the meeting notes that were actually generated identifying those action points and creating new content but you're also going to be able to use it to do things like summarize the chat and conversation history you're going to be able to have it go in and catch you up on a meeting that maybe you got to just a few minutes late recap the meeting so far so you can see what the key points are find any actionable items inside of that meeting and then at the end generate the meeting notes um for the attendees of those meetings and that's going to have details it's going to have actionable items and it's going to have key takeaways and you're going to be able to take that information and pass it forward so users can be can be more engaged in the meeting and not necessarily um concentrating on getting down the key points and maybe missing a key Point while they're jotting something down so they're going to be present in the meeting uh versus uh having to be the meeting stenographer now we have that and it's co-pilot but there's a lot in this video to to take away so let's go back and step through some of the the various scenes that we saw here yeah so some of the things here are are showing like the recap so I I would say that if you want to look at the whole life of a meeting you should think in terms of before during and after what this video doesn't cover is the before side of it I think that's more of a like a loop co-pilot thing like I need some ideas for an agenda you know stuff like that write me an agenda for the meeting um but we shouldn't just forget about the before what I want to focus on though is the during and the after they're showing here the after and this is one one thing that I can put on the hat of like a global organization you can't make every single meeting sometimes it's just at night or early in the morning or something like that or heaven forbid we have a conflict I always have conflicts well if the other people in the meeting are so kind as to record the meeting for you run the transcription for you you will be able to get the the transcript you'll be able to go into into co-pilot on the side right here and ask about the meeting get a summary get the key takeaways stuff like that so I do want to point out though that we're looking at two different things on the screen right now the first is all of this right here where it created topics for you it knows the speakers it knows the automatically generated notes not manually generated this part of the window is teams premium right so this is what you get for $10 extra per month if you don't have teams premium you can still use co-pilot and the transcript to generate notes to do things it's just not going to be quite as like done for you and in this pretty format so I do want to kind of set expectation right there if you're not a premium organization you won't get a lot of this type of stuff but if you have co-pilot you'll still be able to open up co-pilot for the meeting and say what did I miss what were the action items that type of stuff and it's going to use the transcript for that so you don't you don't get nothing if you're not premium you're just you you're going to do it conversationally with co-pilot so I do kind of want to point that out um so that's exit out of there can we go back for just a second yeah one other key takeaway and this is this is really a key difference notice that up at the top it's chat details files and recap this tells me that we're in a private meeting this was a meeting that scheduled maybe from the team's calendar or maybe from chat with the small group or perhaps it was scheduled from uh Outlook so this is a a private meeting the private meeting has that recap tab along the top that recap tab um will show you in this case the team's premium view of um the meeting recap but if you don't have the premium license it will show you um some notes that were taken in the meeting and it will show you the transcript in order for co-pilot to be able to work here the transcript has to be enabled you have to have the transcript in the meeting and your organization has to allow transcripts within a meeting so if that if transcripts are not available co-pilot is not going to work for for your meeting and that's really important to take away with a private meeting like we see here the recap tab is readily available so we're going to be able to go and use C co-pilot and ask it questions during the meeting and we can go to the recap and we can ask it questions after the meeting is actually over again we're in a private meeting now I'm emphasizing private meeting because in testing tried this in a channel meeting I prefer in my organization to use Channel meetings because of some limitations around things like retention policies so we like a lot of Channel meetings because it brings people in the team and in the channel into the meeting we can still send out the invites if we want want but then people on the team can go back to the meetings channel that we've created and they can get the information the recording the transcript after the meeting's over and we can continue the conversation there the recap tab is not currently supported in Channel meetings and the co-pilot feature only works during the channel meeting so if the channel meeting is live and the transcription is enabled I can hit co-pilot and I can say catch me up on the meeting summarize the meeting generate meeting notes for me but as soon as the meeting's over and that transcription is closed I can't go back and work with co-pilot anymore I can't ask it to go and say um give me a meeting summary but because it won't it won't be able to access um that uh that transcript um from there now I could probably download the transcript throw it in word and use co-pilot over there and do something similar but that's a lot of manual effort so there's a difference there between private meetings uh and the recap and co-pilot feature and channel meetings and the um the co-pilot feature so I just want to make sure people are aware of that I hope that's something that Microsoft addresses in the future um and that's feedback that I'll make sure that I provide yeah so that's the after meeting then there's also the during meeting so remember before during and after um during the meeting you going to see co-pilot in your your you know ubar or your control bar up here at the top so again if it's being transcribed you see that this is being recorded and transcribed you're able to open up that co-pilot icon and that's going to slide this paint out during the meeting and this is wonderful because what you can see here is she's recapping what has happened so far so you show up 15 minutes late to the meeting you can ask about you know what have we been talking about where we at and it gives you some of those key takeaways um in my experience this is amazing it does it very quickly it does it very accurately um this is like so awesome um that I really hope that whenever you guys start getting co-pilot you'll you'll start really testing it with transcription because it's it's a superpower type of thing um but you can get a recap and then also during the meeting maybe it's not just that you're out you know and you showed up late you can get a sense of like what's the direction that people are going um I view this a little bit as an accessibility type of play right um maybe maybe I zone out maybe I have some type of you know um uh attention deficit something like that that causes me to like you know lose focus I can ask like you know what did I miss or you know where are we going with this maybe I'm a person who has trouble reading people and emotions things like that you'll be be able to say you know hey are is are people on board with this did we arrive at a decision that's something that like you know even outside of an accessibility need a lot of times I get to the end of the meeting and it's like do we even decide on anything like like did we come up with a decision so at the end of the meeting you could ask what questions are unresolved that would be really helpful um and also like did we arrive at a decision what decisions were made and it will give you that that type of information that you're looking for something that's helpful that I've noticed is it will uh co-pilot will nudge you towards the end of your meeting to say hey there's 10 minutes left in your meeting why don't you run a recap that happens when you're transcribing so I've I've really been like jazzed about that that um it reminds me that it exists in the last 10 minutes of the meeting so that I can get a recap I can do notes but I can also say like do we have anything left did we not get on something in the agenda or uh what are the key takeaways you know so that you can take it and actually do something with the output from the meeting at the end so um I I just love the during meeting experience I can't say enough good things about that one I just had a great idea and I might have to test it out in in a in a fake meeting maybe this weekend but um I'm going to have to see if um during the context of the meeting if we did in fact decide that next Tuesday is going to be combined with Pete the pirate day and see what the outcome of that's actually going to be okay so uh let's go on to the next slide let's see what we're are we missing anything in this uh slide here so again that's just deep diving on that particular during uh meeting experience and then here's some some options so again summarizing the meeting uh this is something that that I've been doing a lot is during the recap of the meeting it's given me bullet points and uh something that I've noticed is whenever I ask for like key takeaways it will give it to me in a bullet listed format right you know Andy said he was going to do this and he was going to do it by Thursday Tom said he was going to do this other thing by next week stuff like that um what I've found more help f is not only saying summarize the meeting but I've said the extra summarize the meeting and give me the key actions as a table and that has really helped me personally to get it as a table because what it does is it autof formats it as here's the task here's who it's assigned to and here's the ETA or when it's due um so that that just makes me easier for me to read personally so I want to put that out as like a little uh Pro tip um for you for you so do you have any like things that have been especially helpful for you during meetings have you used it very much during meetings yeah I've tested it pretty extensively during meetings that's how I'm stumbled across the difference between the private meetings and the channel meetings for me the the thing that I like the most and I mentioned this earlier is it lets me be present I don't have to worry about taking the meeting notes I don't have to worry about the actionable items and the follow-ups it does that I can tell you how many meetings I've had over the last few years where I get to the end of the meeting and I'm like did I write down anything important did we re did we record this do I need to go back and like revisit it let me go and find you know my one note notebook and drill down for it this streamlines that whole process so I can just be there and then at the end right before it ends I just say go ahead and generate meeting notes for me and it gives me the summary the key takeaways and it gives me the action items and then I can just take that that put it in whatever note source that I want and then I have that information that's been a really helpful thing for me the other thing that I haven't had a chance to test yet but I'm really looking forward to it is using this to deliver Technical Training using this to deliver a 15 minute or 30 minute webinar on a Microsoft application what I want to do is within the um within the process of this I want to be go to co-pilot and say Okay um uh summarize this or create an outline of uh of this Technical Training and then key takeaways and then use that as a way to follow up with the uh with the audience um and extend what I'm able to do delivering content but also stream on some of that workflow so I'm not having to do as much of that work manually if it's able to go and grab all those key points for uh from that training and then help me go ahead and draft the follow-up Communications that can be a huge timesaver for me yeah yeah yeah that's that's a really good idea I I'll have to use that in our onboarding sessions as we start bringing people online I'll have to try that um I definitely need to mark that down I I need to make sure I transcribe those meetings so that one I can give people key takeaways and format it that way but also uh to demo it live as well this is something that um you're going to have to figure out in your organization what your tolerance is for transcription um that can be a very um tchy subject for certain organizations and certain groups of folks so um there there might be some cultural things to to kind of get over corporate culture-wise of like you know is transcription seen as a bad thing or is a helper in your organization um to understand how much value you might get out of this but uh if you can do it it's pretty awesome um what is this video show here okay so so this is diving into the next section which is about uh group conversations we have a whole section on that don't we no the next session is going to be the M365 chat oh okay cool so we we can dive into this then I guess so so the second thing in teams we got meetings as one the other one is one-on-one chats or group conversations that you have we're not talking channels we're talking the chat tab so we're in the little chat module right here inside of that chat area any of your conversations you have going whether they're one-on-one or uh or a group conversation you will have this co-pilot button in the top Corner again the icon is probably going to change because we've got new logos and things like that but when you invoke that icon at the very top you're going to get a little fly out pane that comes out and you're now asking questions about this particular chat so in the context or the confines of this group conversation I want you to tell me about the past seven days I want you to tell me what decisions were made stuff like this and this is fantastic for whenever you end up in a situation where uh where like you're in meetings back to back and three hours have gone by but your your group chat that you have that's very active you're like 150 chat messages deep now and you don't know like how to make make sense of it all you can be like okay what did I miss and it will give you those highlights what's amazing about that is not only does it give you the highlights but it will give you the reference point for those particular chat messages so when you click on a reference I wanted this like 2 three 4 when you click on that it's going to jump to that message in the conversation so you get the context right this is very important in a team's chat where it's like you know Maria said this maybe I want to know what was said before and after Maria said that if I click on it it jumps to that level and then I can see it in the context of the conversation and get like more than just that one little nugget I get a little bit more by seeing the content or the context as well so I wanted to point out that we have kind of you know a long history of having difficulty finding things within chats this does a really good job of jumping you to where it got that information from so anything to add on group or 101 chats Bud um can we go back to the point where it talks about um like the prompt um the the Salt Bay uh prompt portion of it yeah uh this part yeah right there yeah so um the time frames um highlights from the past 7even days highlights for the last 30 days if I recall correctly it is a 30-day limit it won't go beyond that within the within the the conversation yeah I but if you have retention policies in place it's not going to extend beyond the retention policy you have a 24-hour retention policy it's not going to go back beyond beyond it's only G to give you what you can scroll up to yeah yeah um so it's only going to show you um that recap essentially beyond that particular U that particular point I haven't had a chance to really test this in depth because you know I've been testing as a party of one trying to keep things you know um Consolidated to just me within the within the organization as I'm kind of learning some of the ins and outs of it but um I just wanted to point the that that particular piece out um that there are limits to how far back that that's actually going to go but extending one other thing this does work in the context of group chats and so if you have really active group chats and you're just not able to you know maybe it's interrupting your focus time you can put the channel or chat on mute and then you will be able to go back and catch up and and get a highlighter summary and acual items and then engage from there yeah another thing I want to point out here that that it's across most all of co-pilot except for Loop co-pilot is that it's just for you so this little reminder that's like yeah you're in a chat conversation with other people and you're asking questions on the side you're the only one who can see what you've been asking and what the outp are of that so keep that in mind like you're not you know if if you need a little bit of help or like what is this person talking about you're not going to look like a fool in front of everybody right because this is your conversation with your co-pilot so keep that in mind um that is the exception for that is when you're in co-pilot with Loop so uh co-pilot and loop that is the place where you're doing um collaborative prompting so the other people will see what your prompt was they'll be able to also like add add their own to the prompt and stuff like that but uh when you're in teams or word or Outlook or something like that no one's going to know what prompt you used uh in order to generate that that draft email stuff like that so um yeah we covered the references we covered this kind of table format this is again that prompt engineering where tell it the format you want and then it will give you the format that you want right you not like if you just ask like what are the people's roles it's probably going to give you a big massive text or maybe a bulleted list instead if it's easier for you to consume a table ask it for a table and it will help you with those types of things so very cool all right let's get into the service description on this again recap those conversations what did I miss highlight things key discussions did we get to a decision uh what are the unanswered questions I need to follow up on that type of stuff catch up on what you missed uh create meeting agendas based on chat history this is that before the meeting instance where you can say all right we're going to have a chat with or we're going to have a a meeting with this group of people what should I talk about right what are the key things that we're worried about it can help you create that agenda just just chat with it over there in the sidebar um and then you know who has some action items when should we check in next you know what was our consensus ask co-pilot that it will help give you insights into what your meeting result was and if you really think about it it's kind of like an administrative assistant and the and the and what it's doing in that in that particular role and that's a good segue into the next part yep so in this section we're going to be talking about M365 chat also known as Microsoft 360 chat formerly known as co-pilot preview formerly known as business chat yes this one's been renamed a few times it's now M365 chat and this is an application that you install through the app bar along the um leftand navigation and this application uh is accessible through the chat option uh inside of um Microsoft teams this is the virtual assistant experience this feat in my opinion is the most powerful co-pilot feature that Microsoft has released so we've saved the best for last because this this is what I use the most is truly the game Cher when you're working with M365 chat you can have it in a central spot a place for a continue uh a continued conversation you can have it summarized information you can have it catch you up on information you can have it prepare You For an upcoming meeting provide a recap of a previous meeting you can have it summarize uh content that's in the Microsoft cloud from one drive teams and SharePoint as well as Outlook you can have it um uh help you to communicate with other teammates to summarize conversations that you've had with those teammates you can have it help you to start drafting new content this is the closest thing to Iron Man's Jarvis that I have seen yet and it's called M365 chat so you're going to be able to work with it here in uh in teams chat and this is available on the desktop and it's available in the web experience and mobile haven't tested it on mobile that's because it's just a chat conversation it's also available on your phone which means that you can click the little uh microphone and you can talk to it which is awesome um some of the things that you can do here that that they're showing is you get the most breadth across the Microsoft graph right so it's like hey you know here's some ideas let's let's talk a little bit cat so you can say like what happened with fabric ham what happened with a client a customer that I have now it's going to look across your emails your chats your meetings that you had the files you've worked on and it's going to give you much more Rich understanding of of what's going on with fabric cam from all of those different sources and you're going to see a lot of different types of references come in whenever you're talking to M365 chat so again all of this stuff is referenced it's kind of a lot like Bing chat you're used to getting references and things like that um whenever you drop this down those references you're going to see emails that's with a little email icon I think I've seen it with an Outlook icon you're going to get different types of files so that's going to give you like whether it's a SharePoint page that'll give you like a little web icon or you know some other like web type of resource or if it's like a PowerPoint or a Word document you're going to see where that came from if you drop down this little carrot right here it's also going to give you like a little snippet of the email and then like where that that reference came from so you can see it in context you can also click on the reference it will open up that file or in this case an email it will open up the email inside of uh Outlook web access so um yeah the references are are like the most rich here the most bread of references uh of resources stuff like that so you can see she's getting an update about a client um you know what happened yesterday there's the context of that presentation the context of the email that she got stuff like that so you can hone in a little bit on on here and say like okay Mona is involved so help me prep for my my meeting with Mona it understands who Mona is right because you're doing a a turn by turn uh conversation about this particular subject so it knows like okay I'm talking about this Mona not some other Mona and you have five emails with her you agreed on something she said she was going to follow up about this other item so now you're prepping for a meeting and kind of moving on with your day so um a lot of stuff within that M365 chat here's an example of building strategy within M365 chat so to mute that in my ear so following on with that meeting you can say like okay I want to prepare for this meeting still but I want something else like q1 proposal or projections for q1 so it reached out to an Excel spreadsheet and it started pulling that in into a consumable condensed version that's just an ad hoc table that says hey here's some of the insights from what's deep into that huge Excel spreadsheet that that you worked with and now you've kind of tied the information you've already been chatting with you've brought in a new resource and added to it so that you're building uh something new rather than just recapping what already exists so this is the understanding of like you know doing a SWAT analysis like all right I've brought in more information now I want to like get some kind of insight about it so based on what we know about the client based on what we know about the performance from this spreadsheet give me a SWAT analysis and it can do that it can give you like all right you know you should focus on these things for strengths you should you know try to mitigate these types of threats things like that so that's like working with it and building a strategy having that conversation um you can have up to 30 turns with a M365 chat message so you get this kind of building on itself for up to 30 times and then what you'll do is new chat and then it will it'll start over again and you can talk about something else so that's another thing to keep in mind when we talk about it going off the rails and hallucinating um and it will tell you in the lower right- hand corner that this is turn two of 30 this is turn three and four of 30 and yeah once you go to a new chat though you cannot return back to the previous chat it's it's compartmentalized I wish there were more of a visual indicator to separate that hey you know this is a previous chat and this is like a new chat I wish there was a way to kind of like maybe a chat history off to the side kind of like they're doing in a Bing chat and Bing chat Enterprise um just so I can go back and maybe revisit a previous conversation for a little while I think that would be um really interesting and I'm also really curious to see long-term effects how retention policy is going to apply to the conversation that I have here so if I have a conversation with um M365 chat is that going to be subject to a 30-day retention I'm testing that now it's going to be a few more weeks before I know from my experience um it's just a conversation so um from what I've seen yeah it's it's going to respect your organization's uh retention for chats because it's a it's a uh application chat that you're doing so um something that's shown right here is something that that was announced again at the surface event back in September we have not seen this yet but what I'm excited about is one one issue that I have right now with co-pilot that I've I've seen from these demos as well is it feels like you're doing a little bit of context switching right like I want to build a slide outline um you know for this slide deck that I'm working on I might do that in chat but in order to move that into PowerPoint you have to like go into PowerPoint open up co-pilot and then you know create from this outline um what we've seen to kind of smooth that out is Microsoft announced these kind of action buttons inside of the chat where it'll say oh well you know you want to add a slide or you want to create some slides out of an outline it's going to intelligently offer well let's open it up in PowerPoint or write me an email draft to Mona it will say well hey let's open that up in Outlook and it will send it over to the place where you're going to keep working um I think that's going to smooth out that kind of like context switching a little bit so I wanted to call that button out because I'm looking forward to that as well yeah darl says imagine threaded conversations you can go to um that that's kind of like something that I miss from Bing chat to Bing chat Enterprise when we all moved over to Bing chat Enterprise we lost that chat history right the ability to rename our conversations and pick up where we left off um I I hope that Microsoft brings that back in some way you know that's also compliant with all the governance and the reasons they probably pulled it out at the beginning um I don't know Andy if you've heard anything about them bringing chat history back into like a Bing chat Enterprise I have not I understand why they want to limit that to you know a single turn and then you know the conversation's gone but here I am logged in as an Enterprise teammate I have an Enterprise license I'm subject to the Enterprise compliance and um security policies I've authenticated into the into the system I'm using multiactor authentication it seems like there's enough barriers in place that I should be able to have the chat history with M365 chat and be able to go and have part of a conversation here and go to another conversation there and then return back to a previous conversation I think all the mechanisms are in place for that so maybe in the future we'll see that yeah another comment from Daryl here like um imagine it being like Jarvis where it it follows you around the different co-pilot experiences that would be killer too especially if you're in kind of the GTD or Pomodoro type of way of doing things like where all right I am going to work on this thing for the next hour if co-pilot just understood that right and the apps that you flip around in if you didn't have to explain yourself to co-pilot again that would be really cool where it just knows hey this Focus time block on John's calendar is going to focus on this project and then it just kind of keeps that in mind that would be amazing uh but I haven't heard anything about something like that so sorry Daryl and one other thing to point out here um since we're talking about like feedback can you go back for um in the lower right hand corner of of a response like when it generates a response and it pops up on the screen you're going to see a thumbs up and a thumbs down that's how you as a user are going to be able to provide feedback around that particular response so you're going to be able thumbs up or thumbs down it's going to open up a dialogue and it's going to allow you to provide detailed information around that you have the option to allow it to collect some analytics or a screen recording and then um you can send that to Microsoft and that's just going to help the service to get better so I do encourage people uh as you're using this to use the thumbs up and thumbs down to provide that feedback especially if something is not um behaving as as expected so that Microsoft gets that information and their Engineers are able to go into it this is the best one of the best ways to provide feedback there's also a separate feedback mechanism there's a feedback portal that they have available where you can provide feedback you can upvote other feedback from other individuals you can um report bugs and you can um also suggest features I high highly encourage you to take advantage of that because this is a new technology and these ideas are only going to help the product to get better reporting the bugs is only going to help it to get better so please use the those feedback mechanisms I don't even work for Microsoft but I just want to see it get better um and it's great uh out of the gate but there's room you know there's room for improvement in any kind of process and so using those feedback mechanis which is really important yeah so um to speed up a little bit cuz I we're we've done done two hours already um this is one of my favorite fe uh features in co-pilot or the things I've used in co-pilot personally I went back I remember uh talking about like project updates right give me a summary of something that's going on across the breadth of my 365 experience this is that example of like draft a summary of what happened in all of these meetings or what I mentioned is give me a status update on a project I want you to go back 30 days and give me like key achievements give me things to work on for the next 30 days this is that example inside a business chat so you're going to be mostly doing that in a business chat M365 chat uh type of window where you're like all right you know give give my team an update write a recap find this information that information kind of move on with it um this is very very helpful so I haven't seen that action button though where it like sends it over to a channel that's something that that came out in that September uh announcement that they had yeah I'm still waiting on that as well yeah so moving back business chat or M365 chat is what it's going to be called uh at General availability bringing all that data together whether it's your email your chats your files Loop components all of those types of things bringing all that into a single chat interface That's The Power of having that that's why I live in it for the majority of the time um is because it has the most access to everything that that I have access to um remember it it respects like what you personally have access to um doing strategy coming up with SWAT analysis uh getting recommendations things like that updating your projects and programs super super useful for that type of thing as well and then on to the uh service description again you can recap those conversations catch me up highlights stuff like that um and then get answers to specific questions get agendas you know generate agendas get before the meeting to make your meeting more useful and then identify those follow-ups like coming out of a meeting what can we do to um to you know actually get actions out of our meeting and have more productivity on the other side so so all right um we're at two hours so Andy what do you what do you think you want to come back and you know Circle back into some of these other items when we can demo it because I think Loop and whiteboard especially I I would like to be able to show it somehow you know after GA so I'm wondering if we should continue this uh on yeah we're limited on on some of the video based content that we have for the remaining apps um so I think it is a good good stopping point to kind of circle back to some of the other apps when we can demo that also um Keeps Us honest and hopefully keeps you coming back because we have a lot more to potentially talk about once this goes to uh to GA and um we are able to to demo um I think like on the up next agenda Microsoft stream uh there's a few announcements around that for things like summ izing videos being able to ask questions about that video content locating people and topics within the context of that their road map the the stream road map is is just crazy right now with uh with features and and content that they want to push out sharepoint's made a number of announcements um and they've demoed some of this um uh at various uh events but SharePoint they're talking about the ability to create sites and to create pages and have co-pilot assist in that and then even creating p es from files I'm really interested to see where that's going to go um going over to one drive real quick um One Drive working with files with natural language being able to ask questions and summarize the files that are in your one drive I think M365 chat does a little bit of that now but to be able to do it in one drive and not have to contact switch kind of having that that copol experience follow you would be really helpful in in the Viva World there uh there's been a number of different announcements there um related to how they're going to integrate uh co-pilot um but via engage is one of the ones we have listed here where they're talking about being able to G um draft post um with topic recommendations uh working with replies and better answers and summarizing threads I'm really interested in that from a training and user adoption standpoint we rely heavily on Viva engage so if we could leverage more of our knowledge base and our institutional information and have kind of an intell agent functioning in there along with us that would really streamline our ability to scale and reach our organization so I'm really really um interested to uh to see that yeah to jump back up a little bit uh to answer this question that just came in the chat November 1st is uh Microsoft co-pilot General availability we're super looking forward to that um it's it's only a few short days away and then you know we'll be able to show a lot more things and and talk about that stuff these items that Andy talked about what's next that's going to be more of uh like you know later this year early next year type of announcements that they've made uh there's a public road map for co-pilots so if you go to the traditional road map that we've got um also Daryl has some co-pilot and loop stuff that we didn't get to yet um so after GA we're going to show off we a lot of this type of functionality but he's got videos as well so check out Daryl's Channel um I want to end out with just quickly like in three minutes my day in the life with co-pilot and what I've used it for because when you get your hands on this starting maybe next week or into November what the heck do I do with this and jumping all the way to like transforming your life and work will never be the same it's not going to happen on day one right so try to think through like what you do where you can use it throughout your day and kind of sprinkle co-pilot in like salt Bay sprinkle co-pilot in where you can um in my own world as an Enterprise architect I do these things in boxes for my job right these are the things I need to take care of I need to keep on top of but then you know the thing that overwhelms me is everything else that's on my plate right it's all of the chat messages it's all the relationships I keep up with the emails where I've been mentioned the meetings that I have to attend that are backtack and overlapping and it's just it's so much that what I have found is an example that I can explain of using co-pilot in the real world dayto day is this I hope it inspires you as we kind of end out this this segment is starting out I wake up I get added to a huge email thread right 35 Emails deep now with co-pilot you will be able to summarize that email chain and get started on your day better get the the key topics out of it so that doesn't slow down your day right off the bat whenever you start out your day again I come and sit down at my desk I missed a 3:00 in the morning meeting because most people I work with are in London if they happen to transcribe that meeting try getting action items out of a meeting that you missed that you couldn't make it to because of a conflict you're getting ready for your your day maybe you've got one-on ones try asking co-pilot about other people hey what's the latest with Tom it knows that I work with a gentleman named Tom kran a lot it will match that up because of the Microsoft graph and it will help me PR uh prepare for like what are the outstanding things what do you owe Tom moving on getting a project update again we talked about getting like what were the achievements what were the challenges and opportunities moving forward try that within the M365 chat get some ideation going within Microsoft loop again that collaborative space B things like that where when you're in a meeting and you're in Loop you're going to want to try to like pop co-pilot in there and get some ideation going that way um at the end working with word and PowerPoint like hey I need a script for this I don't know the structure of the PowerPoint that I want to build help me out with the structure help me with the blank page and then to end out the day ask co-pilot about what's going on tomorrow kind of use it to Spring you into the next day and get you ready with like [Laughter] pre-adsorption we play tennis that way words of wisdom keep it within work hours separate that family life from that work life um no I think that that was a really good um day in the life of scenario with with co-pilot uh you're a little bit more mature in it than me you've had access to it a little bit longer I'm really looking forward to seeing how I'm going to be able to implement it and maybe stream on some of the stuff that I do so we'll r visit a day in the life of Andy uh in the in the future um so I'll take some uh some inspiration from that but um as we bring it to a close here uh we're going to circle back with more co-pilot this is not the end of the co-pilot Journey for us I think this is actually just the start we hope this has been helpful for all of you um to kind of provide some insights into what's what's going on uh with C with co-pilot and to be able to prepare as an enduser and set those expectations um we're going to try our best to divide this up into some smaller videos post those on our YouTube channels and and get that information out there and then once things go ga we're looking forward to being able to demo and actually show you some of this uh this stuff live as we continue our journey um and our our learning path with it um I think the best way to learn about this is as a community and you all have been a really great Community for us we want to keep the conversation going I'm going to do my best to go and grab all the links to all the various resources that we had throughout this presentation and put them on one blog post for you so you have One-Stop shop for all of that uh information uh I've been doing a lot of work um around that um so continue the journey with us follow up with us on social media share this uh this information totally Shameless plug if you happen to be in Chicago next week I'll be at 365 educon uh I'm actually delivering a full day workshop on um Microsoft co-pilot really looking forward to doing that I got a breakout session on Wednesday around Microsoft co-pilot I'll be at the conference all week I'll be in the Chicago area all week so if you're there Reach Out say hello otherwise we'll see you uh here on 365 Deep dive all right thanks everybody have a great weekend appreciate it [Applause] [Music] [Applause] [Music] n [Music] oh

Channel: John Moore

Views: 32,557

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Id: vuXq2xifqWM

Length: 130min 9sec (7809 seconds)

Published: Fri Oct 27 2023