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Getting your enterprise ready for Microsoft 365 Copilot
This document summarizes an event about Microsoft 365 Copilot hosted by Pune Tech Community. The event featured a presentation and demo of M365 Copilot by Vignesh Ganesan. Copilot is an AI assistant currently in early access that can help automate tasks across M365 apps like Word, PowerPoint, Excel, Outlook and Teams. The presentation provided an overview of Copilot's capabilities, a demo of its features, and discussed considerations for enterprises looking to pilot Copilot, including technical prerequisites, licensing costs, and developing a pilot program. Useful resources for learning more about Copilot were also shared.
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Getting your enterprise ready for Microsoft 365 Copilot
- 1. Organized By: Pune TechCommunity Sponsored By: Copilot Day (Virtual) Saturday, 02 September, 2023 Organized By: Pune Tech Community Getting your enterprise ready for M365 Copilot Vignesh Ganesan | MCSE ,MCSA ,MCP, MCT & ITIL V3 Dual Microsoft MVP (M365 Apps & Services/ Microsoft Security ) Enterprise Architect
- 2. Organized By: Pune TechCommunity Sponsored By: Massive Thanks to our Sponsor! Organized by Pune Tech Community
- 3. Organized By: Pune TechCommunity Sponsored By:
- 4. Organized By: Pune TechCommunity Sponsored By: viganes@vigneshganesan.com https://www.linkedin.com/in/vigne sh-ganesan-i-microsoft-mvp-and- mct-9246384a/ @cloudvignesh Enterprise Architect & Technology Strategist Dual Microsoft MVP & MCT | Enterprise Cloud Architect & Technology Strategist Blogger on Vignesh’s SharePoint Thoughts , European SharePoint Community , C Sharp Corner, Collab 365 & HubFly Blog site Spoken on plethora of Webinars, User groups and Conferences across the globe Written more than 500+ technical articles Ambassador for aMS Community Completed 20+ MS Certifications Founder & Chief organizer -Microsoft 365, Power Platform& Cloud Security India user group . Founder & Chief organizer – India Cloud Security Summit , MS Purview Days, MS Viva Days and many other events Vignesh Ganesan | MCSE ,MCSA ,MCP, MCT & ITIL V3
- 5. Organized By: Pune TechCommunity Sponsored By: Agenda • Introduction to Microsoft 365 copilot • The Copilot system & Semantic Index • Cool demo videos • M365 Copilot EAP & Licensing • Getting your enterprise ready for M365 Copilot • Next steps & useful resources
- 6. Organized By: Pune TechCommunity Sponsored By: Disclaimer M365 Copilot is currently in EAP( Early Access program) and hence everything you hear from me today may or may not be final. Since the product is in EAP, I’m legally not allowed to talk in detail about it.
- 7. Organized By: Pune TechCommunity Sponsored By: Microsoft 365 Copilot Introducing
- 8. Organized By: Pune TechCommunity Sponsored By: Microsoft 365 Copilot
- 9. Organized By: Pune TechCommunity Sponsored By: Microsoft 365 Copilot
- 10. Organized By: Pune TechCommunity Sponsored By: Microsoft 365 Copilot
- 11. Organized By: Pune TechCommunity Sponsored By: Microsoft 365 Copilot
- 12. Organized By: Pune TechCommunity Sponsored By: Microsoft 365 Copilot
- 13. Organized By: Pune TechCommunity Sponsored By:
- 14. Organized By: Pune TechCommunity Sponsored By:
- 15. Organized By: Pune TechCommunity Sponsored By: • Copilot in Word ( Webapp and Desktop App) • Copilot in PowerPoint ( Webapp and Desktop App) • Copilot in Excel ( Available on Webapp but not yet in Desktop App) • Copilot in Outlook ( Webapp and Desktop App) – Needs the new Outlook • Copilot in Teams ( Webapp and Desktop App) • Copilot in Loop ( Use the command in Loop to call the Copilot function) • Cross-app intelligence in Copilot ( Webapp and Desktop App) • Intelligent Search • Power Platform Connector Plugins Features available during Early Access Program
- 16. Organized By: Pune TechCommunity Sponsored By: Demo Demo Videos
- 17. Organized By: Pune TechCommunity Sponsored By: Harness Copilot’s power so you never start from scratch Let Copilot summarize actions for you, and optimize your time Be better at what you’re good at and master what you’ve yet to learn
- 18. Organized By: Pune TechCommunity Sponsored By:
- 19. Organized By: Pune TechCommunity Sponsored By: Copilot in PowerPoint
- 20. Organized By: Pune TechCommunity Sponsored By: Copilot in Excel
- 21. Organized By: Pune TechCommunity Sponsored By: Harness Copilot’s power so you never start from scratch Copilot summarize actions for you, and optimize your time Be better at what you’re good at and master what you’ve yet to learn
- 22. Organized By: Pune TechCommunity Sponsored By: Copilot in Outlook
- 23. Organized By: Pune TechCommunity Sponsored By: Copilot in Teams Meetings
- 24. Organized By: Pune TechCommunity Sponsored By: Copilot in Chat and Loop
- 25. Organized By: Pune TechCommunity Sponsored By:
- 26. Organized By: Pune TechCommunity Sponsored By: Harness Copilot’s power so you never start from scratch Let Copilot summarize actions for you, and optimize your time Be better at what you’re good at and master what you’ve yet to learn
- 27. Organized By: Pune TechCommunity Sponsored By: Client meeting in Business Chat
- 28. Organized By: Pune TechCommunity Sponsored By: Strategy in Business Chat
- 29. Organized By: Pune TechCommunity Sponsored By: Status Update in Business Chat
- 30. Organized By: Pune TechCommunity Sponsored By: Invitation-only paid preview available for 600 customers worldwide. Reach out to your Microsoft Account manager to nominate your organization . EAP program includes 300 licenses that can be added to any user that currently has a M365 E3 or E5, Business Premium & Business Standard. Cancellation is possible within seven days of purchase and after that no refunds are available. Licenses cannot be assigned across multiple tenants. During EAP, the release cadence will be faster, and you also get to directly provide feedback to Microsoft . M365 Copilot EAP ( Early Access Program)
- 31. Organized By: Pune TechCommunity Sponsored By: Currently priced at 30 USD per user per month . Add-on license that can be purchased on top of the following packages . A huge uplift in your licensing cost M365 Copilot Licensing Microsoft 365 E5 Microsoft 365 E3 Microsoft 365 Business Premium Microsoft 365 Business Standard Existing M365 plan Uplift Microsoft 365 E5 53 % Microsoft 365 E3 83 % Microsoft 365 Business Premium 136%, or 2.4x the current cost Microsoft 365 Business Standard 240% or 3.4x the current cost
- 32. Organized By: Pune TechCommunity Sponsored By: Getting your enterprise ready for M365 Copilot
- 33. Organized By: Pune TechCommunity Sponsored By: Technical Prerequisites Align your corporate network with M365 network connectivity principles Just Enough Access Get your information search ready Establish a Centre of Excellence Microsoft 365 Apps for enterprise – Current Channel Unblock WebSocket’s from End user devices Azure Active Directory-based account OneDrive Account New Outlook for Windows Microsoft Teams & Microsoft Loop
- 34. Organized By: Pune TechCommunity Sponsored By: M365 Copilot Pilot Rollout plan Put together a Pilot program document which clearly talks about the below areas Assemble a Program Team Define Pilot Objectives Identify Pilot Participants Add additional demographic identifiers Application Training Program Pilot Implementation Plan Put together a Program Team which has a Sponsor, PM’s , Technical Architects, Business Analysts, Service Owners and Engineers, Change Management folks & the Microsoft POC’s. Clearly define the KPI’s and other metrics to measure the productivity and other success criteria. Reach out to Microsoft for help if required. Add members from – Security, Administrative Staff, Communications, Finance, IT Staff, Legal, Sales & Marketing, Senior Execs & R&D Identifier - Accessibility Needs, Gender, Individual Contributor / People Manager, Region & Seniority. 1. Tool Familiarization and Training 2. Application-by-Application Training 3. Create training modalities 4. Set realistic timelines and expectations 1. Schedule and Key Milestones 2. Risks and Mitigations 3. Communication Plan 4. Technology Setup and Support
- 35. Organized By: Pune TechCommunity Sponsored By: M365 Copilot Pilot Rollout plan – Cont’d Pilot Monitoring & Evaluation Cost Estimation & Budget SLT Engagement and Comms Plan Contingency Plan Post- Pilot Transition Plan Capture Overall Success criteria's 1. Key performance indicators (KPIs) 2. Regular monitoring and reporting process 3. Feedback mechanism and iterative improvements 4. Plan for addressing technical issues and challenges A detailed breakdown of the estimated costs and the proposed budget for the pilot program. 1. Communication channels 2. Frequency of updates 3. Key Information to be shared What the steps will be in the case of any unforeseen challenges or failures. The strategy to scale the applications across the company after successful pilot testing, including lessons learned and any adjustments to the full implementation plan. How did Copilot make a difference overall for the entire organization and across different departments and hierarchy levels.
- 36. Organized By: Pune TechCommunity Sponsored By: • Talk to your Microsoft Account manager if you’re interested to be part of the Copilot EAP. • There’s no trial license currently available for M365 Copilot. • If you’re already part of the M365 Copilot EAP, then get started with your tenant readiness and pilot rollout plan . • Have your pilot objectives clearly defined and documented. • Be mindful that the product is still in EAP and a lot might change before it becomes generally available . • Lastly, not everyone in your organization needs a Copilot license. • Make use of M365 Copilot adoption resources. Next steps
- 37. Organized By: Pune TechCommunity Sponsored By: • Introduction to M365 Copilot • Getting started with Microsoft 365 Copilot • Introduction to Microsoft 365 Copilot Early Access Program and the new capabilities in Copilot • Microsoft 365 Copilot service description • Data, Privacy, and Security for Microsoft 365 Copilot • Microsoft 365 Copilot EAP FAQs • Microsoft 365 Copilot adoption resources • Join the Microsoft 365 Copilot community • Microsoft Learn – Training module Useful resources
- 38. Organized By: Pune TechCommunity Sponsored By: Thank You! Copilot Day (Virtual) Organized By: Pune Tech Community Sponsored By:
Editor's Notes
- #8 Today, we are bringing the power of next-generation AI to work. Introducing Microsoft 365 Copilot — your copilot for work.
- #9 Copilot combines the power of large language models with your data in the Microsoft Graph and the Microsoft 365 apps, accessed through natural language - to turn your words into the most powerful productivity tool on the planet.
- #10 Copilot is integrated into Microsoft 365 in two ways. First, it works alongside you, embedded in the apps millions of people use every day. Now, you can be More creative in Word, More analytical in Excel, More expressive in PowerPoint, More productive in Outlook and More collaborative in Teams.
- #11 Second, we’re introducing an entirely new experience – Business Chat – that works across all your data and apps – your documents, emails, calendar, chats, meetings, and contacts — to do things you’ve never been able to before.
- #12 It accesses your calendar, emails, chats, documents, meetings, and contacts—to do things you’ve never been able to do before. You can give it natural language prompts like “tell my team how we updated the product strategy” and it will generate a status update based on the morning’s meetings, emails, and chat threads.
- #13 And, Microsoft 365 Copilot is built on Microsoft’s comprehensive approach to security, compliance, privacy, and responsible AI – so you know it’s enterprise ready.
- #14 To build what you just saw, we didn't simply connect ChatGPT to our Microsoft 365 apps and hope for the best – we’ve been working for years to get to this point. Let's look under the hood to see how The Copilot System works.
- #18 Our products are so rich and powerful, but most people tap into less than 10% of what our apps are capable of. What if the tools could learn how you work, rather than the other way around? Microsoft 365 Copilot works alongside you in the apps you use every day. Using just your own words, you can put Copilot to work – gathering information in real time from across your data and apps to unleash creativity, unlock productivity, and uplevel skills. Let’s begin with creativity.
- #19 If you ever stared at a blank page wondering how to begin a document – that experience is over. Copilot will jump-start the creative process, so you never start with a blank slate again. Let’s see what Copilot in Word can do for you. << Click to play demo >> Recap with customers post video: As you saw, Copilot is a game changer. It writes, edits, summarizes, and creates right alongside you. Let me do a quick and fun demo to you
- #20 Have you ever felt low on creativity, looking for that little bit of inspiration? Copilot in PowerPoint can do to bring your ideas to life. Let’s watch. << Click to play demo >> Recap with customers post video: It’s remarkable. Copilot becomes your storytelling partner. It can transform existing written documents into decks complete with speaker notes and sources. As you saw, you can start a new presentation from a simple prompt or outline. All with the ease of natural language commands.
- #21 Let’s check out Copilot in Excel, it analyze trends and create professional-looking data visualizations in seconds. << Click to play demo >> Recap with customers post video: As you witnessed, Copilot in Excel puts all the rich capabilities of Excel at your fingertips. It generates models based on your questions that help you explore your data without modifying it. Now you are a numbers person.
- #22 We all want to focus on the 20% of our work that really matters, but 80% of our time is consumed with busywork that bogs us down. Copilot is a time saver and productivity booster.
- #23 How much of your day is spent trying to catch up on or just get through your inbox? Copilot in Outlook helps you clear your inbox in minutes, not hours or days. Let’s take a look. <<click>> Recap with customers post video: Copilot lightens the load. As you just saw, from summarizing long email threads to quickly drafting suggested replies. =========================================== now our SME of Teams will show you some new features of Copilot to unlock your productivity with teams and uplevel your skills.
- #24 Wouldn’t it be amazing if every meeting was more productive? Teams has changed collaboration forever – but it can also be hard to keep up with all those chats. Let’s see how Copilot in Teams changes your experience. <<click>> Recap with customers post video: As you saw - Copilot can summarize key discussion points—including who said what and where people are aligned and where they disagree—and suggest action items, all in real time during a meeting. Now you can unlock the magic of efficient and effective meetings.
- #25 Here are some additional ways Copilot integrates to Microsoft 365 Copilot can help you stay on top of it all – summarizing Teams chats so you know what you missed. <<click>> Recap with customers post video: You can simply ask Copilot to create a summary of all the conversations. It produces a summary with citations, so that you can verify the details, refine it as needed, and post your update. Anyone can prompt Copilot to build on each other’s ideas collaboratively, so that everyone can see from the prompt history how it arrived at the current state, with the option of undoing any instruction.
- #26 Now let’s see what happens when you bring Copilot to all your business processes. <<click>> Through Copilot, Power Automate is now an essential part of work for EVERYONE – just like Excel, PowerPoint, and Outlook. You can see how Copilot is a game changer for business process. Put the power in the hands of every line of business... Sales, Marketing, Finance, Customer Service, and more.
- #27 Copilot makes you better at what you’re good at and lets you quickly master what you’ve yet to learn. We’re giving people more agency and making technology more accessible through the most universal interface — natural language. As with any new pattern of work, there’s a learning curve—but those who embrace this new way of working will quickly gain an edge.
- #28 Now, I want to show you an entirely new standalone experience. Business Chat works across ALL your emails, files, meetings, chats, documents, calendar, and more to turn ALL your data into knowledge. It’s your knowledge navigator. Let’s check it out. <<click>> Recap with customers post video: It’s powerful. Business Chat brings together information from multiple sources to keep everyone on the team on the same page and moving forward together. You spend less time focused on the tools, and more time focused on the most important work.
- #29 Now Copilot can also help you while you work on your business strategy all through with natural language. <<click>> Recap with customers post video: Imagine all you can do, pull data, generate a SWOT analysis, create and add a slides. Of course, you will always have a preview you can refine in PowerPoint.
- #30 If you need to update member on the development of events or meetings, check out what Copilot can do for you. <<click>> Recap with customers post video: You requested a summary, and through transcripts it gets you the critical decisions, if details are missed you can add those easily.