Getting started with Copilot for Microsoft 365: Business leaders

As a business leader or manager, using Copilot for Microsoft 365 is a massive opportunity to make day-to-day work more efficient—but where do you begin?

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Solving everyday problems with the power of Copilot

Copilot combs through your entire universe of data—all your emails, meetings, chats, documents, and even the web—to help you improve productivity and amplify your creativity at work. With a deep understanding of your priorities, work content, and organization, Copilot helps you identify and solve problems faster than ever before. Prompt using natural language, asking questions to surface and interact with your data. Then, follow up on your initial prompts to iterate, refine, and do even more.

How to access:

When signed in to your work account, access Copilot Graph-grounded chat within Microsoft Teams, Windows, Bing, or Microsoft365.com.

Get up to speed on projects, fast

Get summaries, instantly

Prompt Copilot with:

Summarize emails where I was recently mentioned.

Follow up with:

Create a to-do list based on [x]. Do I have any action items related to [project]? Has [person] asked my question related to [project] in the past week?

Surface information and insights from a sea of content—no matter where the data resides

Learn a new concept

Prompt Copilot with:

Teach me about a [concept] in a way a non-technical person could understand.

Follow up with:

Expand, and use an analogy. Create a hypothetical step-by-step story where a customer uses this to transform their business. Turn this into a two-minute elevator pitch for a C-suite customer. Now write this pitch in Dutch.

Efficiently create content by quickly recalling what you need from multiple sources

Draft a personal email

Prompt Copilot with:

Write an email for people in a [specific role] to call attention to the launch of [new product].

Follow up with:

Include key points from [file]. Anticipate what additional information a [role] would like to see in a bulleted list. Suggest three-to-five calls to action to include.

Transform how you prepare for meetings

Build a presentation from scratch

Prompt Copilot with:

Create a storyboard for a 60-minute keynote where I need to get a room full of [target audience] engaged about [topic]; use [file] and [file] as background.

Follow up with:

Add a key message to highlight for each section. Provide more detail about why a [specific role] would care about this topic. What questions should I anticipate?

Copilot for Microsoft 365

Copilot for Microsoft 365 is built into the apps that people use every day. These prompts can help amplify creativity and perform day-to-day tasks even faster.

Copilot in Teams

Catch up on meetings you missed in a fraction of the time:

What were the key points discussed? Create a table with the key ideas and their pros and cons. For each participant, what was the biggest concern? What were they most excited about?

Summarize a meeting and identify next steps:

Draft and email to the meeting participants that summarizes the meeting and includes action items.

Copilot in Word

Quickly catch up on the key points of a document:

What are the effects of implementing a new flexible work policy based on this [document]? Summarize this [document] into three bullets.

Find specific insights and information in a long document:

What are the critical project challenges? What’s missing from the [document]? Are there any inconsistencies?

Copilot in Outlook

Write an email:

Draft email replies and personalize the tone and length—even on the go. Draft an email to [name] that informs them that [project] is delayed two weeks. Make it short and casual in tone.

Quickly summarize a long email thread:

Select [Summary by Copilot] to quickly scan the thread and identify key points.

Copilot in PowerPoint

Summarize a long slide deck:

Summarize [presentation] and identify action items.

Answer specific questions to better understand a presentation:

What are we trying to accomplish with this new event? Who are the speakers for the conference, and what are they presenting?

Copilot

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