You’ve finally got access to Microsoft Copilot for Microsoft 365, but navigating its features can be overwhelming. Don’t worry, we’re here to help you get started. From day one, there are three easy-to-use features that will boost your productivity immediately. These features are designed to simplify your workflow, save you time, and help you stay on top of your tasks. In this article, we’ll walk you through these important Copilot features, so you can start achieving more with less effort.
What is Copilot for Microsoft 365?
Aiding your productivity and workflow, Microsoft Copilot for Microsoft 365 is a licensed integration into your M365 applications. It combines the power of large language models (LLMs) with your organization’s data – all in the flow of work – to turn your words into a powerful productivity tool.
The difference between Microsoft Copilot and Microsoft Copilot for 365
Distinguishing between the two, Microsoft Copilot (full stop) is the new name for Bing Chat, a free way to get AI features like ChatGPT without having to integrate new software. On the other hand, Microsoft Copilot for Microsoft 365 is a licensed integration into your M365 applications, featuring integration with apps such as Word, Excel, PowerPoint, Outlook, Teams, and more.
Features of Microsoft Copilot for Microsoft 365
Bridging the gap between your organization’s data and AI capabilities, Microsoft Copilot for Microsoft 365 offers a range of features that enhance your productivity. These features include integration with various M365 applications, allowing you to draft documents, summarize emails, and more.
The more you use and integrate Copilot into your Microsoft Graph, the better it works for you. With Copilot, you can access a wealth of information and automate tasks, freeing up more time for strategic decision-making and creative problem-solving. By leveraging the power of AI, you can streamline your workflow, increase efficiency, and achieve more in less time.
3 Easy-to-Use Copilot for M365 Features
There’s no need to feel overwhelmed by the vast capabilities of Microsoft Copilot for Microsoft 365. From day one, you can start utilizing these three easy-to-use features that will boost your productivity and streamline your workflow.
Remember to toggle your Copilot source to either “Work” or “Web” so Copilot knows where to gather information from. “Work” refers to your Microsoft Graph/internal files, while “Web” allows Copilot to search the internet for answers to your requests.
Outlook Integrations
Outlook users, rejoice! You no longer have to waste time scrolling through lengthy email threads. With Copilot for Microsoft 365, you can simply click on the Copilot logo in the email and ask it to summarize the conversation for you. Copilot will provide an overview of what’s been discussed, who said what, and the overall outcome of the interactions. This feature is only available in the new Outlook, so make sure you’ve made the switch.
Teams Integrations
Copilot for Microsoft 365 is a game-changer for Teams users as well. If you’ve missed part of a meeting or need help keeping track of discussions, Copilot can recap what was discussed since the meeting started. Alternatively, if you have the transcript handy, you can ask Copilot to summarize the key points, saving you time and effort.
A habit worth forming is recording all Teams meetings. This way, you can easily provide a follow-up email to clients or team members detailing a summary of the call, all without having to take detailed notes.
Drafting with Copilot
Outlook users, you’re not alone in benefiting from Copilot’s capabilities. With Copilot for Microsoft 365, you can draft anything from reports to emails, PowerPoint presentations, and even Excel spreadsheets, as long as the information is stored in your Microsoft Graph. Simply provide the prompt, and Copilot will do the rest.
Teams, take note: you can try drafting documents or emails by asking Copilot to write about specific topics, such as top KPIs or the benefits of cloud storage. Just remember to specify where you want Copilot to pull information from – either “Work” or “Web”.
Outlook Integrations
Your Outlook inbox can be a breeding ground for lengthy email threads, making it difficult to stay on top of conversations. With Copilot for Microsoft 365, you can kiss those tedious scrolling sessions goodbye.
Summarizing long email threads
Synthesizing lengthy email chains is a breeze with Copilot. Simply click on the Copilot logo in the email and ask it to summarize the thread for you. Copilot will provide an overview of what’s been discussed, who said what, and the overall outcome of the interactions, saving you precious time and energy.
Requirements for using this feature
Email integration is only possible if you’re using the new Outlook. Make sure you’ve toggled your Copilot source to either “Work” or “Web” so Copilot knows where to fetch information from.
Using the new Outlook is a must to access this feature. Once you’ve met this requirement, you can seamlessly integrate Copilot into your email workflow, enjoying the benefits of efficient email management and increased productivity.
Teams Integrations
Many of the features in Copilot for Microsoft 365 are designed to make your work life easier, and Teams integrations are no exception.
Recapping missed meetings
Oversights happen, and sometimes you miss important discussions in a meeting. Luckily, Copilot has got your back. If you’ve missed part of a meeting, you can ask Copilot to recap what was discussed since the meeting started, and you’ll be caught up in no time.
Summarizing meeting transcripts
Missed the gist of a meeting? No worries! With Copilot, you can ask it to summarize the meeting transcript, giving you a quick overview of what was discussed, who said what, and the overall outcome of the interactions.
Integrations like these make it easy to stay on top of your meetings and ensure you don’t miss a beat. By summarizing meeting transcripts, you can quickly review information as needed, saving you time and effort.
Recording Teams meetings for easy follow-up
Teams meetings can be chaotic, and it’s easy to lose track of what was discussed. To avoid this, get in the habit of recording all Teams meetings. This way, if you need to provide a follow-up email to your clients or team members detailing a summary of the call, you can do so in seconds without having to take detailed notes.
To make the most of this feature, make sure you have the recording handy. Then, ask Copilot to summarize the meeting transcript, and you’ll have a concise overview of what was discussed. This integration is a game-changer for productivity and ensures you’re always on the same page as your team.
Drafting with Copilot
All you need to do is have an M365 license and Copilot for M365, and you can pretty much draft anything.
Creating documents with Microsoft Word
Documents like reports on project progress can be drafted by Copilot, accessing information from your Microsoft Graph to provide bullet points or paragraph-style answers to your prompt.
Drafting emails and creating PowerPoint presentations
Any email or PowerPoint presentation can be drafted by Copilot, as long as you have the necessary license and Microsoft Graph to back it up.
A simple prompt like “Write me an email to my boss about the top 3 KPIs we’re targeting and why they’re important” or “Draft a document that details the top reasons why we should be using the cloud over on-premise data storage” can get you started.
Using Copilot to access information from Microsoft Graph or the internet
Presentation-like content can be generated by Copilot, pulling information from either your Microsoft Graph or the internet, depending on your preference.
Microsoft Graph stores your organization’s data, and Copilot uses this information to strengthen its language model specific to your company’s goals and guidelines, making it a powerful tool for drafting documents and emails.
How to Get Started with Copilot for Microsoft 365
Once again, getting the most out of Copilot for Microsoft 365 requires some setup and integration. But don’t worry, we’re here to guide you through the process.
Integrating Copilot licenses into your systems
To get started, you’ll need to integrate your Copilot licenses into your systems. This involves connecting your Microsoft Graph to Copilot, which will allow the AI tool to access your organization’s data and provide more accurate and relevant results.
Getting help from experienced professionals
For those who need extra guidance, consider reaching out to experienced professionals who can help you navigate the setup process and provide personalized training.
This can be especially helpful if you’re new to Copilot or need customized solutions for your organization. With the right guidance, you can ensure a seamless integration and get the most out of your Copilot experience.
Summing up
From above, you’ve learned about the exciting features of Copilot for Microsoft 365, an integration that combines the power of large language models with your organization’s data to boost productivity. You’ve discovered three easy-to-use features that you can start implementing from day one, including Outlook integrations, Teams integrations, and drafting with Copilot. With these features, you’ll be able to summarize emails, catch up on meetings, and draft reports, emails, and documents in no time. Now, it’s your turn to take advantage of these features and increase your productivity immediately.