Microsoft 365 Copilot is a revolutionary productivity assistant that leverages large language models (LLMs) and your organisational data to help you create, communicate, and collaborate more effectively across Microsoft 365 apps.
Copilot can assist you with various tasks, such as drafting emails, making presentations, processing data, and finding insights. But to make the most of this game-changing technology, you must master three key aspects: adoption, data security, and governance.
In this two-part session, a Microsoft 365 expert, Nikki will guide you through these aspects and show you how to use Copilot to boost your productivity, creativity, and confidence.
In the first part of the session, Nikki will focus on adoption. She will explain that Copilot is not just a tool—it’s a mindset. It’s about embracing AI as a partner, not a threat. It’s about creating a culture of AI literacy in your organisation, where everyone can use Copilot’s features and understand its limits.
It’s about using Copilot to enhance your skills and outcomes, not to replace them.
Key takeaways:
– What Microsoft 365 Copilot is, and how it works
– How to build your business case for Microsoft 365 Copilot
– How to adopt Microsoft 365 Copilot in your organisation and overcome common barriers and challenges
3. Agenda
Understanding Copilot for Microsoft 365
Enhancing Skills and Outcomes with Copilot for Microsoft 365
Building Your Business Case for Microsoft 365 Copilot
How to adopt Copilot for Microsoft 365
7. Microsoft Search queries – Keyword Query
Language
Quadcopter OR Drone
author:"John Smith" filetype:docx
lastmodifiedtime>=2023-05-01 AND
lastmodifiedtime<=2023-09-01
7
11. 1
6
2
3
5
3
4
Data flow ( = all requests are encrypted via HTTPS)
User prompts from Microsoft 365 Apps are sent to Copilot
Copilot accesses Graph and Semantic Index for pre-processing
Copilot sends modified prompt to Large Language Model (LLM)
Copilot receives LLM response
Copilot accesses Graph and Semantic Index for post-processing
Copilot sends the response, and app command back to Microsoft 365 Apps
1
2
3
4
5
6
Microsoft 365 Trust Boundary
Customer’s Microsoft 365 Tenant
Semantic
Index
Azure
OpenAI
RAI
Azure Open AI
instance is
maintained by
Microsoft. Open
AI has no access
to the data or the
model.
RAI is performed
on input prompt
and output results
Customer data is
not stored or used
to train the model
20. Copilot for Microsoft 365 is transforming work
60%
of leaders say a lack of innovation
or breakthrough ideas is a concern
64%
of people have struggled with
finding time and energy to get their
work done
70%
of people indicated they would
delegate as much as possible to
AI to lessen their workloads
68%
said Copilot improved
the quality of their work
70%
said Copilot made
them more productive
77%
said they didn’t
want to give Copilot up
Work trend Index Annual Report: Will AI Fix Work? Microsoft. 9 May 2023 | Microsoft Work Trend Index: What can Copilot’s Earliest Users Teach Us About Generative AI at Work?: Microsoft. 15 November 2023
25. “The average
employee spends
about an hour a
day searching or
recreating
information that
already exists”
Spiceworks/ZD survey commissioned by Microsoft, February 2021
https://aka.ms/viva/topics/spiceworks 25
26. Will Copilot for
Microsoft 365
solve the issues
Improve searchability
Increase productivity
Increase ROI
29. “This new generation of AI
will remove the drudgery of
work and unleash creativity.
There’s an enormous
opportunity for AI-powered
tools to help alleviate digital
debt, build AI aptitude, and
empower employees.”
Satya Nadella
Chairman and CEO Microsoft
33. Copilot for Microsoft 365 implementation
Copilot
implementation
User enablement
Prepare organization and employees
for the AI transformation journey
Technical readiness
Address technical deployment and
optimization, including governance,
security, compliance, and management
Workstreams support each other for maximum value and ROI
Sponsor
Scenarios
Security
Copilot essentials
checklist
Leadership journey
34. Set up your AI
Governance
1. Strategy
2. Safeguard the company
3. Security & privacy
4. AI Ethics
5. Risk management
34
36. As a knowledge worker, I’d like to…
Creativity scenario examples
Provide the impact of
a campaign in a visual format
Create a presentation based
on a word document
Generate a
summary about
a document
Help me write
a paper on a topic
I know little about
Review my
HR Benefits
Have Copilot help me write a draft
email about a topic I am not too
familiar with
Give me insights
on my data
Create a job description or review a
resume against a job plan
Get a new coworker
up to speed quickly
41. Adoption plan
Engagement Management
Awareness Measurement
・ Land AI transformation
vision
・ Tailor content by
audience, scenario,
persona, and usage
journey
・ Copilot Champions
launch
・ Internal testing for some
・ Deliver strategic
engagements by
org and role
・ Ongoing partner and
employee education
・ Showcase successes
via #CopilotStories
・ Conduct ongoing
feedback surveys
・ Usage, support, and
health metrics inform
baseline for enablement
journey
・ Drive listening systems
engagement
・ Improve employee
guidance
・ Identify additional
scenarios for AI
transformation
・ Improve the experience
from employee feedback
・ Deliver integrated
service roadmaps
・ Iterate messages and
tactics bi-monthly
・ Provide employee
insights signals in
Service Health Review
Support the change Improve the experience
Land the message Analyze and adjust
42. Build your Center
of Excellence
Ownership
Adoption and training
Business champions
Monitoring and feedback
Continuous improvement
43. Iterative approach
for learning Copilot
skills
What’s in it for me
What’s in it for my
team/department
What’s in it for the
Organisation
44. Top 10 to try first with Copilot for Microsoft 365
Recap a meeting
– let Copilot keep track of key
topics and action items so you
can stay focused during the
meeting and avoid listening to
the recording after.
Draft an email with notes and
action items from meeting
Summarize an
email thread
– get quickly caught up to a
long, complex email thread.
Click on the Summarize icon
Summarize a
document
– get right down to business
by summarizing long
documents and focusing
on the relevant sections.
Give me a bulleted list of
key points from file
Tell me about a
topic/project
– provide insights and
analysis from across
multiple sources to get
up to speed quickly.
Tell me what's new about topic
organized by emails, chats, and files?
Give me some
ideas for …
– boost your creativity with
ideas for your work such as
agendas, product names,
social media posts, etc.
Suggest 10 compelling
taglines based on file
What did they say …
– when you vaguely remember
someone mentioning a topic,
have Copilot do the research.
What did person
say about topic
Translate a message
– with business becoming
increasingly international, it’s
important to be able to read
or write messages in other
languages.
Translate the following
text into French:
Draft email
– personalize the tone and
length.
Draft an email to [name] that
informs them that Project X is
delayed two weeks. Make it
short and casual in tone.
Revise this content
– when you’ve got a rough
draft of an idea, turn it into
usable text and then vary
the length and tone.
Rewrite with Copilot
For more prompts, visit Copilot Lab at: aka.ms/CopilotLab
Help me write …
– jumpstart creativity and write
and edit like a pro by getting a
first draft in seconds.
Generate three ways
to say [x]
45. Copilot Resources on
Microsoft Adoption
One site for all your Copilot needs
https://adoption.microsoft.com/copilot
• Resources by role
• Product announcements and news
• Links to all other Microsoft sites
• Extended links for Small/Medium
business, Copilot in Sales, Microsoft Viva,
and more
47. Enablement outcome examples
How is your organization progressing on these measures?
What is your business transformation process today?
Organizational Cultural Business process Individual
Customer experience
impact
Cost savings
Revenue generation
Data security
Process simplification
Cultural transformation
Employee retention
Talent acquisition
Social engagement
Operational agility
Employee sentiment
Employee
recommendations
Customer feedback
Innovation measures,
e.g., idea forum
contributions
Use of AI capabilities
Employee morale
Employee productivity
Employee engagement
Idea generation
Questions
49. Key
Takeaways
and Q&A
Embrace AI as a partner
Powerful productivity assistant
Create a culture of AI literacy
Don’t underestimate the adoption effort
Focus on priority scenarios to demonstrate
ROI
50. References
Modern Work for Partners
• Modern Work for Partners - Copilot for Microsoft 365
• Modern Work for Partners - Copilot for Microsoft 365
Adoption
• Copilot Success Kit – Microsoft Adoption
• Microsoft Copilot for Microsoft 365 | Microsoft 365
• Copilot Lab (cloud.microsoft)
• Microsoft Copilot Scenario Library – Microsoft Adoption
Data Security and Governance & Admin
• Solution Assessment Program (microsoft.com)
• Get started with Microsoft Copilot for Microsoft 365 | Microsoft Learn
• The Microsoft 365 Maturity Model – Governance, Risk, and Compliance Competency | Microsoft Learn
Other
• Build Microsoft Graph connectors for Microsoft Copilot for Microsoft 365 | Microsoft Learn
• Get started with Microsoft Copilot for Microsoft 365 | Microsoft Learn
• Microsoft Copilot in the Microsoft 365 ecosystem | Microsoft Learn
• Introducing Microsoft Fabric and Copilot in Microsoft Power BI | Microsoft Power BI Blog | Microsoft Power BI