.

1. CHARLOTTE, NC ~ JUNE 26 - 27, 2023
DIGIMARCONSOUTHATLANTIC.COM | #DigiMarConSouthAtlantic
Geoff Ables
MANAGING PARTNER
C5 INSIGHT
ChatGPT, Generative AI
and Microsoft Copilot:
Step Into the Future
KEYNOTE

2. Chat GPT and Microsoft Copilot
ChatGPT/Generative AI Integration for Microsoft Office
LISTEN
KNOW
UNDERSTAND
CONNECT
Entire presentation is copyright © 2023, C5 Insight Inc. All rights reserved. Do not distribute.

3. An AI system that uses
algorithms to generate
original content, such as
text or images.
What is Generative AI?

4. An AI system that uses
algorithms to generate
original content, such as
text or images.
What is Generative AI?
Jasper Prompt: Give me
a 15-word definition for
“generative AI”
Midjourney Prompt:
A robot typing on a
1950’s manual
typewriter in an
office
Bing Prompt: Create a picture of four leaf clovers on a background of wood

5. Speaker Intro
Geoff Ables
C5 Insight
Entrepreneur, Advisor, Author, Speaker
Customer and Employee Experience
geoff@c5insight.com
704.281.8067
/in/ables
Entire presentation is copyright © 2023, C5 Insight Inc. All rights reserved.

6. If you’re not using AI at least weekly,
you’re falling behind.
“

7. Agenda

8. SOME REAL-LIFE SCENARIOS
Real-life generative AI applications from C5 Insight and our Clients
DALL-E Prompt: the sun rising over the mountains
with a field of four-leaf clovers in the foreground

9. Meet Ally
Jameson
ThisPersonDoesNotExist.com

10. External Communications
DALL-E Prompt: the sun rising over the mountains
with a field of four-leaf clovers in the foreground
Chat GPT Conversation:
• Write an Irish blessing about
the acronym LUCK: listen,
understand, connect, know
• Add something about coffee
to the blessing
• Let the reader know it was
written by an AI

11. External Communications

12. Notes Management

13. Internal Communications
• One Client:
• Using generative AI, our 3-person internal communications team is able
to generate the same amount and quality of content as we would if we
were an 8-person team.
• Articles, posts

14. Personal Communications
• Emails, letters … poems and toasts!

15. Policies and Legal Matters
• ChatGPT was originally trained on
this – it is very strong in this area
because this is well-documented
rules-based content
• Use this as a starting point to save
time – submit to proper HR or legal
counsel for fine-tuning

16. Code Updates - HTML

17. Low-Code Coding

18. Coding and Support

19. Code Documentation
• Comment this Code • Document this Code

20. Requirements Writing

21. Bing
• Integrated ChatGPT means the “model” is
integrated – it does not mean the “database” is
integrated.
• You’re not limited by ChatGPT’s data (which ends
in 2021 right now)

22. MICROSOFT COPILOT
Training on the here-now and coming-soon Microsoft Copilot Apps
DALL-E Prompt: 3d render of a robot working on a
computer enjoying a glass of wine with a nearby
wine bottle. The picture should have a dark blue
background.

23. Dynamics 365 Copilot
Viva Sales
• Write email
• Summarize meetings,
including CRM data
Customer Service
• Contextual answers to
questions in chat and
email
• Rep chat
Marketing
• Natural language
segment queries
• Generate email ideas –
text and images
Customer Insights
• Identify segments with
natural language
• Proactive segment
recommendations
Business Central
• Create online product
descriptions
• Select tone of voice,
format, length
Dynamics 365 Copilot – 1:13
Sales
• Interact with
Opportunities and
Products to improve
pipeline velocity.

24. Viva Sales Copilot
Viva Sales – 1:54
• Reduce time on clerical tasks
• Reduce time reading and responding to emails
• Reduce time summarizing and responding after meetings
• Write email based on CRM data and past emails
• Summarize meetings and send as email
Viva Sales / Copilot for Teams – 3:28
Conversation Intelligence SharePoint Integration – 1:46
Viva Sales / Copilot for Outlook – 2:44

25. Viva Sales Screenshots
Record summarization available
within email and meetings in
Outlook includes
• Private Notes
• Recent activities
• Connected records
• Detailed record info (such as
Contact, Opportunity and
Account), and the ability to edit
these records from within Viva
Sales

26. Dynamics 365 Marketing Copilot
Marketing Copilot – 2:23
• Describe segments and target audiences, query is
automatically generated
• Generate email content based on topics:
• Generate fresh/unique images
• Generate fresh/unique text
• Based on organizational marketing content plus a
library of information from Microsoft
Copilot Query Assist – 2:13
Copilot Content Ideas – 1:04

27. Power Platform Copilot
Power Automate
• Describe it to design it.
• Format by example.
• Copilot interactive flow
builder.
• GPT control – generate
text in flows.
• Text capture from
incoming text
Bonus Slides in the Full Deck
Power Apps
• Image or Figma to app.
• Ideas.
• Describe it to design it.
• Conversational maker
experience.
• Embed GPT into apps.
Power Virtual Agents
• Build faster.
• Connect to back-end
data.
• Conversation boosters
with Azur OpenAI.

28. GitHub Copilot

29. GitHub Copilot vs Bing vs ChatGPT

30. Power Automate Copilot
Describe it to Design it
Coming Soon:
• Copilot – ask questions and get
suggestions alongside the flow
• GPT control – auto-generate and
suggest text within flows
• Text capture – “scrape” text (such
as contact info) from incoming text
Format by Example

31. Power Apps Copilot
Image or Figma Power Apps Ideas

32. Power Apps Copilot
Coming Soon:
• Power Virtual Agents
• Build faster – with GPT-like conversations
• Connect to back-end data
• Conversation boosters via Azure OpenAI
• Describe it to Design it: “Generate an employee onboarding
application to capture new hire information and share
training content and learning modules.”
• Conversational Build: “Add a column for the name of the
Hiring Manager.”
• Copilot In-Apps: “Which equipment most often fails?”

33. Microsoft 365 Copilot
Introducing Microsoft 365 Copilot | Microsoft 365 Blog
Teams Meetings
Business Chat
Coming Soon
Word, PowerPoint, Outlook,
Excel
Viva Engage

34. Recent Announcements
Coming Soon
• Windows Copilot
• Power Pages Copilot
• Bing Search Integrated into
ChatGPT
• Microsoft 365 Copilot for Microsoft
Edge
• Plugins Integrated into Bing Chat
and Compatible with ChatGPT
• Microsoft Fabric with Copilot
• Windows Terminal / Github Copilot
• AI App Summaries in Microsoft
Store

35. CLOSING THOUGHTS
Getting Started with Generative AI and Some Closing Thoughts
Midjourney Prompt: a realistic photo of a four-leaf
clover sitting on a wooden desktop, the clover is
taking up 40% of the photo space – the picture is
well lit and bright

36. Next Steps
• www.openai.com
• Chat GPT – ask it anything
• DALL-E – try some sample prompts
• Bing – click “Chat” and request to join (if you’re not on already)
• Github – get the 60 day free trial of Github Copilot
• www.youtube.com/@c5insight – Insights with C5 Insight podcast
• Introducing Microsoft Dynamics 365 Copilot
• Introducing Microsoft 365 Copilot | Microsoft 365 Blog
• VIVA Sales and Dynamics 365 Sales Conversation Intelligence – Available Now

37. Some Helpful Formulas
Refine Your Requirements
• Ask for code
• Read the description
• Refine your request
Ask a Question
• “How do I turn off an
Outlook Group with
PowerShell?”
• “Provide 10 title options
for a webinar on
ChatGPT”
• QA code and/or fact
check
Improve Your First Draft
• Write a rough first draft
• Ask ChatGPT to remove
needless words and/or
improve
• Prompt to add other info
such as key search words
or points you want to
make
• Final human edit/fact
check
Outline Approach
• Write a quick topic
outline
• Ask ChatGPT to turn each
bullet into a paragraph
• Refine each paragraph
with other points you
want to make
• Final human editing and
fact checking
Brainstorming Kick-Start
• “Give me 5 important points about OneDrive for file
management”
• “Write an outline of SharePoint security training ideas”

38. A Few Tips
• It’s an assistant – not a consultant and not a replacement … for now
• It’s a conversation – not a “prompt”
• Answers are not always correct
• They can be based on outdated information
• The more specific, opinionated, unusual or recent the topic or code –
the more work is left to the human

40. • The most important medicine for a happier and healthier life is
good relationships.
• Loneliness is as harmful as smoking 15 cigarettes a day.
• Loneliness is a bigger problem among younger people.
80 Year Harvard Medical School Study

41. Artificial Intelligence can
super-humanize teams to solve
seemingly insurmountable problems.
— The LUCK Principle
“

42. Q&A and RESOURCES
Dynamics 365 | Power Platform | Microsoft 365
Consulting | Implementation
Geoff Ables
geoff@c5insight.com
www.c5insight.com
704.281.8067
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www.gotluck.link/book
Entire presentation is copyright © 2023, C5 Insight Inc. All rights reserved. Do not distribute.