How we’re delivering demos in Microsoft 365 Copilot at Microsoft

Editor’s note: This is the fourth video in our ongoing series that showcases our in-house experts using real-world scenarios to explore the transformative capabilities of Microsoft 365 Copilot.

For Robert Epstein, the key to a successful Microsoft 365 Copilot demo is relevance. It’s about showing your audience something that resonates with their daily tasks and makes them think.

He wants them to walk away thinking, “this could really improve my workday,” Epstein says.

Press play to hear Epstein, a partner account manager in the Global Partner Solutions organization, share his tips for getting your employees to start using Copilot at your company.

Epstein says it’s key to research your audience before you begin.

Whether you’re addressing internal teams, partners, or customers, this will allow you to understand their specific needs and pain points is crucial. What are their roles? How familiar are they with Copilot and what it can do?

Tailoring your demo to their level of expertise and interests ensures that your message will have impact. Epstein highlights the importance of setting the right expectations and adjusting your approach based on who you’re presenting to.

Tell an engaging story

Epstein advises keeping your demo focused. Instead of trying to cover every feature, home in on one or two key aspects that will leave your audience with a “wow” moment. This could be a feature that saves them significant time, improves the quality of their work, or helps them accomplish a task they previously found challenging.

In one of Epstein’s demos, he used a real-world scenario about a time he presented Copilot to HP salespeople. He demonstrated how Copilot could quickly summarize a lengthy document from a government website, identify suitable HP products, and draft a formal tender response—all within minutes. This kind of practical, relatable example helps the audience see the immediate benefits of Copilot.

Digging deeper

Epstein’s goal in any demo is to create that one unforgettable moment, using real-world examples, where the audience realizes how transformative Copilot can be. He once showed how Copilot could generate a PowerPoint presentation from a simple Word document in seconds—complete with speaker notes and relevant images.

“It’s important to create a jaw-dropping wow moment for the audience. It can significantly change their perspective or behavior toward a product or solution,” says Epstein.

Epstein also recommends ending your demo with a call to action, encouraging your audience to explore and experiment with Copilot on their own.

Before you demo Copilot

Epstein suggests that anyone preparing a Copilot demo always starts with three key considerations:

• Know your audience. Their familiarity with Copilot, their roles, and their interests
• Focus on one or two aspects, such as a feature that saves your audience time or improves the quality of their work
• Use a real-world scenario to demonstrate the value of Copilot

Thank you for watching Epstein’s presentation! We hope it helps you get started with your Copilot demoes efforts at your company.