Copilot for Microsoft 365: You got a license. Now what?!

with the expansion of co-pilot for Microsoft 365 availability to any size of business knowledge workers around the world will start to be allocated access to this new tool in some organizations this will be part of a trial or fully managed roll out that's certainly what Microsoft suggests but in others it will invariably be more ad hoc no matter how many videos I make champion in co-pilot prep there's a link to my most recent one in the video description I know that at least some new users of co-pilot for Microsoft 365 may be starting from zero when they first get the license so in this video I'm going to look at this from the perspective of someone starting out fresh with co-pilot for Microsoft 365 what does it do why is it exciting and what should you really know about it in order to get the best from this opportunity so if you're a new user and you don't know where to start or you're a supervisor struggling with how to explain this to your team I hope by the end of this video video you'll know the answers to all of these questions and more but first a quick introduction my name is Nick Dey I'm the owner of bright ideas agency a digital transformation consulting company focused on the needs of smaller businesses I'm also the author of who's in the co-pilot seat a guide for Small Business Leaders on adopting AI I help businesses around the world get more from technology and if you're interested in working with me or getting a copy of my book there's more information and links in the video description the foundational question we need to answer is what is co-pilot for Microsoft 365 and given that I've been answering this question for nearly a year now I found the best way to bring some contextual relevance to most people is to Simply say it's chat GPT inside of word and every other office app but really it's much more than that chat GPT is essentially a chatbot that's based on an artificial intelligence technology called generative AI chat GPT uses its vast knowledge of written text consumed from all corners of the internet to generate an original response Microsoft has its own version of chat GPT called co-pilot and here you can see us asking co-pilot for some tourist attractions to visit in New York City with a toddler this demo by all the demos you'll see in this video is a simulation using demo accounts and data unlike using a search engine like Google where you search for something and then you get back a bunch of websites that you then need to read through to get the right information co-pilot generates a contextually appropriate summary giving you an overview of the information you need but it also includes web links it's referencing in case you need to go there and read them over when you create a prompt the quality of the response will depend on you giving the right context a tool like co-pilot is great at creating text and sourcing information from the web for you but if you don't tell it what you want clearly it's not going to give you that greater response just the same as asking a human a question really in this case we gave two important pieces of context with our request we're going to a particular location New York and we need places that are appropriate for a particular age group a toddler now think about your day at work there's a lot of things you do where there's a whole lot more context you write a proposal and need to make sure you include contextual information from the right price list or the right brochure that shows off a particular product a tool like co-pilot could help you to do that but you'd have to go to SharePoint or teams or somewhere else at you store files and find that price list or brochure and then copy and paste the right section co-pilot could do a pretty good job of putting this all together but only if you provide the right cont texal information co-pilot for Microsoft 365 takes that chat GPT like technology and connects it directly to your data cutting out the work you had to do in finding the right context so here in word I'm using co-pilot for Microsoft 365 and I can tell it that I want a proposal drafted but instead of having to find out sections of the supporting documents to copy and paste I can just point co-pilot to the right documents and it'll do the rest and it's not just something you could use in word here I could do a similar process in PowerPoint imagine I want to create a presentation based on that proposal that we just created you can quickly amplify the value of your existing content by using it elsewhere in Microsoft 365 With a Little Help from co-pilot or maybe I'm an Outlook and I've received a long email from a client and it would be a help to me just to get a summary to work from it can do that too co-pilot for Microsoft 365 exists across Outlook teams word OneNote Excel PowerPoint and loop as well as a standalone crossplatform service called Microsoft 365 chat to help you generate and summarize content get caught up on what you've missed and analyze data before we move on to talk more about getting started with co-pilot for Microsoft 365 if you're finding this video useful it would be great if you'd give it a thumbs up to help it get in front of more interested people and if you want to see more like this make sure you're subscribed too if I were to dig into the capabilities of every one of those apps with co-pilot this would be an hourong video and the reality is that everyone will use co-pilot for Microsoft 365 in a slightly different way that's kind of the point it's a tool designed to co-pilot whatever you would be doing anyway and everyone Pilots their own work in a slightly different way if you feel confident to just jump right in you could just open your favorite app and find the co-pilot button Microsoft has made it really easy to experiment with co-pilot and give it a lot of help along the way anywhere you see co-pilot in an app there is help right there but if you prefer a little less of a jump in with both feet approach then I suggest you head over to adoption. microsoft.com select copilot and then take a look at the Microsoft co-pilot user help and Learning Link under the business user category here you can select an app you're interested in and find out more of what co-pilot can do once you have some experience of using the tools you might also be interested in co-pilot lab which is kind of an online template gallery for prompts you can get to this by using the more prompts button in most of the co-pilot panels and from there open the web link to co-pilot lab here you can search prompts by product and save the ones you're interested in trying later prompting is the first of three General topics I want to talk about before wrapping up this video just as receiving clear instructions from your manager at work is important to you being successful the value you get from co-pilot will directly relate to the effort you spend in getting good at prompting it to do what you want at the core of any prompt in co-pilot for Microsoft 365 are four things your goal or what you want to get done I want a list of tourist attractions I should visit for my UPC coming trip your context I'm visiting New York City and traveling with a toddler I want the attractions to be within 20 minutes travel of where I'm staying you have a source use itinerary do dox for my accommodation details and then optionally but often importantly the expectations around what you're looking for give me a list of 10 options present them in a table not all prompts will give you what you need right away but the key is iterating until you find what works for what you want to do you could watch 100 demos of co-pilot for Microsoft 365 doing really cool things but unless you can get it to do what you need it's not going to help you much there are some technical limitations things it just cannot do but within the scope of its capabilities what is between you and success is using the learning resources that are available and PR practice to get really good at managing your new co-pilot next I want to talk about how data Works in co-pilot for Microsoft 365 but first I want to pause to tell you about one of the services I offer that might be of interest to you there are lots of opportunities in the technology space to rethink what you're doing or focus on gaining new skills but it's not always clear where to start my one-on-one virtual coaching for digital transformation gives you the opportunity to work directly with me on whatever challenges you're having in the digital transformation Microsoft 365 or AI space I'll work with you to understand your problem and offer you a practical route forward where to get more information training or a solution to what you're running into it's easy to book online and can be a catalyst to you getting more from your technology there's a link in the description if you're interested in finding out more the second big topic that I I think all users of co-pilot for Microsoft 365 can benefit from understanding better is exactly what's going on in the background with your data for most organizations where Microsoft 365 is the main productivity tooling you already have a lot of data inside IT services you have all your emails your teams chats your documents your calendar maybe the transcripts of your recorded meetings maybe you even access an internet in SharePoint Microsoft 365 understands all this information using a technology called the Microsoft graph you could think of this as the database the Microsoft 365 tools like surge call upon when looking for something in your one drive for instance the special source of co-pilot for Microsoft 365 isn't really its AI as we've already explored other AI tools can achieve much the same if you give them the same contextual information but it's access into your data to be a superpowered context building machine machine that lets you get to the right prompt far easier than using any other service is really what sets it apart the way that co-pilot accesses your data is in the user context this means that anything you have access to in Microsoft 365 co-pilot can see and use but it doesn't give you any special access to anything you wouldn't otherwise get to see the same is true for your colleagues if you've shared a document with someone else their co-pilot can see that but their co-pilot doesn't get any special access to your emails or messages just because it's an AI everything is a safe and secure as it would be if you weren't using the co-pilot for Microsoft 365 tool however whereas most workers don't go digging around Microsoft 365 to turn up things they might have access to when looking for contextual information to help in their work the same isn't necessarily true for co-pilot for this reason as a co-pilot user you need to be conscious of where it might be pulling information from and if you're the owner of resources like a team in teams where there might be data you wouldn't want people's co-pilots pull in information from it might be worthwhile checking the permissions of that resource in a service like Microsoft 365 chat where it seeks out information on your behalf it gives you links to the resources using it is worthwhile checking these links out to make sure it's using the right information particularly if the result you're getting isn't what you'd expect or doesn't seem quite right and this leads us nicely onto our last topic ensuring that you have full awareness that AI can be wrong there are three big ways co-pilot for Microsoft 365 can end up giving you the wrong answer and you should be aware of each of these first related to the last topic it could just end up drawing on the wrong Source material its understanding of what might be relevant is surprisingly good but it's also imperfect there's probably a decent amount of understanding of your business that happens between you and your colleagues outside of Microsoft 365 so co-pilot doesn't have full visibility into everything it might need to help you fully it's important to remember that if you have access to 10 different price lists across your one drive and SharePoint and you instinctively know which one to reference because all the others are slightly wrong don't assume that co-pilot is going to have the same Instinct second co-pilot can just misinterpret the information it does have access to I see this most often as summarization where perhaps you're looking for an email thread to be summarized sometimes it does great at this but other times there is subtlety or complexity that's pertinent to fully understanding what's going on that co-pilot simply doesn't understand that can lead to vagueness or just incorrect conclusions lastly some of what co-pilot does isn't based on your data at all when an AI tool like co-pilot is trained on vast amounts of written data it learns some stuff so if you prompt co-pilot in word to write an essay about the history of AI for example it will do so based on its trained knowledge but the AI tool doesn't really know anything the way it works is just to statistically understand Language by making a prediction of what word should go next given the last it's astounding how much it gets right with this being the foundation of its technology but it can also be astounding how it gets stuff wrong when it makes up incorrect responses we call these hallucinations for each of these reasons human supervision is an essential part of using a tool like co-pilot a co-pilot may be able to do many tasks to fly a plane but the person who is ultimately responsible for ensuring it gets to its destination safely as the pilot this is exactly the same for the human that's using AI to help them in their work the fact that AI can get stuff wrong shouldn't turn us off to the benefits this technology can offer we comfortably work with others in the full knowledge that humans get stuff wrong all the time even in critical scenarios like flying a plane or visiting a doctor but this human propensity for wrongness doesn't stop us from reaping the benefits of working with others the same should be true for AI tools like co-pilot and we just need to get used to carrying out the right supervisory steps to ensure when they get stuff wrong we catch it before it causes a problem think of co-pilot for Microsoft 365 as a tool for a first draft or a quick catch up not the tool that's going to finish the project or write that critical email from start to finish fit it into your workflow where it makes sense for you and maximize the potential it offers to make your work day less of a whirlwind so you can better focus your attention on the places you add most value and feel most engaged I hope this quick overview has given you some insights in how best to get started with your new co-pilot let me know how it's going down in the comments and until the next video bye-bye

Channel: Bright Ideas Agency

Views: 10,376

Keywords: microsoft copilot, microsoft 365 copilot, microsoft 365, generative ai, copilot for microsoft 365, copilot for work, microsoft copilot ai, microsoft copilot tutorial, microsoft copilot for microsoft 365, microsoft copilot how to use, microsoft office copilot, m365 copilot, m365 copilot chat, microsoft generative ai copilot, microsoft copilot review, microsoft copilot vs chatgpt, generative ai use cases, copilot prompt engineering, generative ai explained

Id: qR0H9pQVyvQ

Length: 15min 52sec (952 seconds)

Published: Thu Jan 25 2024