{"id":17070,"date":"2024-10-10T09:05:00","date_gmt":"2024-10-10T16:05:00","guid":{"rendered":"https:\/\/www.microsoft.com\/insidetrack\/blog\/?p=17070"},"modified":"2024-10-23T10:30:31","modified_gmt":"2024-10-23T17:30:31","slug":"getting-more-out-of-microsoft-365-copilot-with-purposeful-prompts","status":"publish","type":"post","link":"https:\/\/www.microsoft.com\/insidetrack\/blog\/getting-more-out-of-microsoft-365-copilot-with-purposeful-prompts\/","title":{"rendered":"Getting more out of Microsoft 365 Copilot with purposeful prompts"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\"><em>Editor\u2019s note: This is the fifth video in our ongoing series that showcases our in-house experts using real-world scenarios to explore the transformative capabilities of Microsoft 365 Copilot. <\/em><strong><\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Robert Gates likens Microsoft 365 Copilot to a \u201ccalculator for words.\u201d<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Gates, a partner-focused solution architect on the Global Partner Team at Microsoft, explains how to harness the full potential of Copilot through the art of purposeful prompting. He\u2019s been helping partners across the Americas develop best practices around Copilot since its initial launch. His ongoing experience with the tool has revealed that effective use of Copilot goes far beyond simply issuing commands\u2014it&#8217;s about crafting prompts with intention and clarity.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Press play to hear Gates share how crafting prompts based on the desired outcome can make Microsoft 365 Copilot a strategic partner. <\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"Getting more out of Microsoft 365 Copilot with purposeful prompts\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/_JIFEg-zkEI?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><figcaption class=\"wp-element-caption\"><em>Robert Gates shares insights on the best way to prompt Microsoft 365 Copilot.<\/em><\/figcaption><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">A calculator for words<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Just as a calculator requires the right inputs to produce meaningful results, Copilot needs well-constructed prompts to deliver valuable outputs. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u201cIf the problem isn&#8217;t clearly defined, Copilot can&#8217;t generate a useful solution,\u201d Gates says. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This is where the power of purposeful prompting comes into play.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">To create effective prompts for Copilot, goals must be clearly defined. This sounds easy but can be difficult to get right. One of the key challenges Gates has observed in customer interactions is a disconnect between the data requested and the actual goal. For instance, asking Copilot to retrieve 50,000 rows of data might seem like a reasonable request, but it often misses the mark. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The real question is: What do you want to achieve with that data? <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Instead of focusing on volume, Gates advises users to zero in on the outcome they want\u2014whether it\u2019s summarizing key insights or generating a specific report for leadership. This shift in focus can dramatically improve the quality and relevance of the responses.<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\u201cA lot of the work is defining your goal and outcome in the prompt. Sometimes you may have to work backward because Copilot doesn&#8217;t necessarily have access to the data or the resources. Focus in on the final output,&#8221; Gates says.<\/p>\n<\/blockquote>\n\n\n\n<h2 class=\"wp-block-heading\">Crafting purposeful prompts<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">To get the best results from Copilot, Gates emphasizes the importance of a well-defined prompt structure. A successful prompt should include the following elements:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"wp-block-list-item\">Goal definition: Clearly articulate the goal of your request in your prompts. What specific output are you seeking? For example, &#8220;I need a summary of key trends from this dataset for my leadership team.&#8221;<\/li>\n\n\n\n<li class=\"wp-block-list-item\">Context and source information: Provide relevant context that helps Copilot understand the scope and nature of the task. Mention any specific sources or data points that should be considered in generating the output.<\/li>\n\n\n\n<li class=\"wp-block-list-item\">Expectations: Set clear expectations for the format and depth of the response. This helps Copilot tailor its output to meet your needs more precisely.<\/li>\n\n\n\n<li class=\"wp-block-list-item\">Persona prompting: Consider nudging Copilot with a specific persona or role. For example, &#8220;As an expert analyst, summarize the key findings from this data.&#8221; This can help refine the tone and depth of the response, making it more aligned with your requirements.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">By defining the outcome you want, providing context, and guiding Copilot with clear expectations, you can unlock the full potential of this powerful tool\u2014transforming it from a basic query processor into a strategic partner in their work.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Thank you for watching Gates\u2019s presentation! We hope it helps you get started with your Copilot training and adoption efforts at your company.<\/p>\n\n\n\n<div data-bi-aN=\"Key Takeaways\" class=\"wp-block-group is-vertical is-layout-flex wp-container-core-group-is-layout-1 wp-block-group-is-layout-flex\">\n<figure class=\"wp-block-image size-medium is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"300\" height=\"68\" src=\"https:\/\/www.microsoft.com\/insidetrack\/blog\/uploads\/prod\/2023\/07\/OKR_Try_it_out-300x68.png\" alt=\"Try it out\" class=\"wp-image-11919\" style=\"width:360px\" srcset=\"https:\/\/www.microsoft.com\/insidetrack\/blog\/uploads\/prod\/2023\/07\/OKR_Try_it_out-300x68.png 300w, https:\/\/www.microsoft.com\/insidetrack\/blog\/uploads\/prod\/2023\/07\/OKR_Try_it_out-1024x234.png 1024w, https:\/\/www.microsoft.com\/insidetrack\/blog\/uploads\/prod\/2023\/07\/OKR_Try_it_out-768x175.png 768w, https:\/\/www.microsoft.com\/insidetrack\/blog\/uploads\/prod\/2023\/07\/OKR_Try_it_out.png 1319w\" sizes=\"auto, (max-width: 300px) 100vw, 300px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/www.microsoft.com\/en-us\/microsoft-365\/enterprise\/copilot-for-microsoft-365?OCID=InsideTrack_Product_10655\" target=\"_blank\" rel=\"noreferrer noopener\">Check out Microsoft 365 Copilot.<\/a><\/p>\n<\/div>\n\n\n\n<div data-bi-aN=\"Key Takeaways\" class=\"wp-block-group is-vertical is-layout-flex wp-container-core-group-is-layout-2 wp-block-group-is-layout-flex\">\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"500\" height=\"135\" src=\"https:\/\/www.microsoft.com\/insidetrack\/blog\/uploads\/prod\/2021\/10\/related_links.png\" alt=\"Related links\" class=\"wp-image-7482\" style=\"width:300px\" srcset=\"https:\/\/www.microsoft.com\/insidetrack\/blog\/uploads\/prod\/2021\/10\/related_links.png 500w, https:\/\/www.microsoft.com\/insidetrack\/blog\/uploads\/prod\/2021\/10\/related_links-300x81.png 300w\" sizes=\"auto, (max-width: 500px) 100vw, 500px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"wp-block-list-item\"><a href=\"https:\/\/www.microsoft.com\/insidetrack\/blog\/showcasing-how-our-product-managers-are-using-microsoft-copilot\/\">Watch the first video in our Copilot Champs series: Showcasing how our product managers are using Microsoft Copilot.<\/a><\/li>\n\n\n\n<li class=\"wp-block-list-item\"><a href=\"https:\/\/www.microsoft.com\/insidetrack\/blog\/using-microsoft-copilot-as-a-trusted-advisor-for-your-six-sigma-projects\/\">Watch the second video in our Copilot Champs series: Using Microsoft Copilot as a trusted advisor for your Six Sigma projects.<\/a><\/li>\n\n\n\n<li class=\"wp-block-list-item\"><a href=\"https:\/\/www.microsoft.com\/insidetrack\/blog\/getting-your-microsoft-365-copilot-training-right\/\">Watch the third video in our Copilot Champs series: Getting your Microsoft 365 Copilot training right.<\/a><\/li>\n\n\n\n<li class=\"wp-block-list-item\"><a href=\"https:\/\/www.microsoft.com\/insidetrack\/blog\/how-were-delivering-demos-in-microsoft-365-copilot-at-microsoft\/\">Watch the fourth video in our Copilot Champs series: How we\u2019re delivering demos in Microsoft 365 Copilot at Microsoft.<\/a><\/li>\n\n\n\n<li class=\"wp-block-list-item\"><a href=\"https:\/\/www.microsoft.com\/insidetrack\/blog\/driving-copilot-for-microsoft-365-adoption-with-our-copilot-champs-community\/\">Learn more about how our Copilot Champs Community is helping drive Copilot for Microsoft 365 adoption here at Microsoft.<\/a><\/li>\n<\/ul>\n<\/div>\n\n\n\n<div data-bi-aN=\"Key Takeaways\" class=\"wp-block-group is-vertical is-layout-flex wp-container-core-group-is-layout-3 wp-block-group-is-layout-flex\">\n<figure class=\"wp-block-image size-large is-resized\"><img decoding=\"async\" src=\"https:\/\/www.microsoft.com\/insidetrack\/blog\/uploads\/prod\/2023\/05\/Customer-Survey-580x85-1.png\" alt=\"We'd like to hear from you!\" style=\"width:580px\"\/><\/figure>\n\n\n\n<ul class=\"wp-block-list is-style-list-no-bullets\">\n<li class=\"wp-block-list-item\"><a href=\"mailto:msitstaff@microsoft.com\">Want more information? Email us and include a link to this story and we\u2019ll get back to you.<\/a><\/li>\n\n\n\n<li class=\"wp-block-list-item\"><a href=\"https:\/\/forms.office.com\/r\/czbs6PptPe\" target=\"_blank\" rel=\"noreferrer noopener\">Please share your feedback with us\u2014take our survey and let us know what kind of content is most useful to you.<\/a><\/li>\n<\/ul>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Editor\u2019s note: This is the fifth video in our ongoing series that showcases our in-house experts using real-world scenarios to explore the transformative capabilities of Microsoft 365 Copilot. Robert Gates likens Microsoft 365 Copilot to a \u201ccalculator for words.\u201d Gates, a partner-focused solution architect on the Global Partner Team at Microsoft, explains how to harness [&hellip;]<\/p>\n","protected":false},"author":67,"featured_media":17072,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":true,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_hide_featured_on_single":false,"_show_featured_caption_on_single":true,"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[71,35],"tags":[740,827],"coauthors":[227],"class_list":["post-17070","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-featured","category-post-format-video","tag-generative-ai","tag-microsoft-365-copilot","m-blog-post"],"yoast_head":"<!-- This site is optimized with the 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