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Nikki Chapple
Principal Cloud Architect
nikkichapple
@chapplenikki
www.nikkichapple.com
All Things M365 Compliance
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
Understanding
Copilot for
Microsoft 365
Copilot for Microsoft 365
Microsoft
Search
6
Microsoft Search queries – Keyword Query
Language
Quadcopter OR Drone
author:"John Smith" filetype:docx
lastmodifiedtime>=2023-05-01 AND
lastmodifiedtime<=2023-09-01
7
Natural language questions
8
Refine
Verify
Example prompts
Natural Language
Large Language
Models
Microsoft Graph
- Your Data -
Microsoft 365
Apps
Copilot for Microsoft 365
Art of the Possible 10
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
Semantic
index
Copilot for Microsoft 365
examples
Enhancing
Skills and
Outcomes
with Copilot
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
Productivity and Speed
21
Reference: What Can Copilot’s Earliest Users Teach Us About Generative AI at Work? (microsoft.com) November 2023
Quality and creativity
22
Reference: What Can Copilot’s Earliest Users Teach Us About Generative AI at Work? (microsoft.com) November 2023
Focus time
23
Reference: What Can Copilot’s Earliest Users Teach Us About Generative AI at Work? (microsoft.com) November 2023
Building Your
Business
Case for
Microsoft
365 Copilot
“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
Will Copilot for
Microsoft 365
solve the issues
Improve searchability
Increase productivity
Increase ROI
Barriers and
challenges
Substantial investment
Sensitive data oversharing
Unclear use cases
Inaccurate responses
Disruptive technology and why it should not
be ignored
“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
Time to reach 100M users
The AI technology is here
Business Case
Understand
Microsoft
investment and
strategy in AI
Understand
the vision of
Copilot for
Microsoft 365
Copilot for
Microsoft 365
Scenarios for
Pilot
How to
adopt
Copilot for
Microsoft
365
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
Set up your AI
Governance
1. Strategy
2. Safeguard the company
3. Security & privacy
4. AI Ethics
5. Risk management
34
Identify personas and use cases
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
Prioritise scenarios
Framework for
managing change
© Prosci. All Rights Reserved.
Success criteria
Usage
Time saved
Quality impact
Change management
Employee sentiment
Employee efficiency gains
Define Approach
Pilot → rotate
licences
Early adopters →
expand
Big bang
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
Build your Center
of Excellence
Ownership
Adoption and training
Business champions
Monitoring and feedback
Continuous improvement
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
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]
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
Measure impact
Quantitative
Qualitative
Readiness, adoption, impact, and sentiment. Metrics are aggregated at the tenant level.
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
Key
Takeaways
and Q&A
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
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

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Microsoft 365 Copilot: How to boost your productivity with AI – Part one: Adoption

  • 1.
  • 2. Nikki Chapple Principal Cloud Architect nikkichapple @chapplenikki www.nikkichapple.com All Things M365 Compliance
  • 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
  • 10. Natural Language Large Language Models Microsoft Graph - Your Data - Microsoft 365 Apps Copilot for Microsoft 365 Art of the Possible 10
  • 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
  • 13. Copilot for Microsoft 365 examples
  • 14.
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  • 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
  • 21. Productivity and Speed 21 Reference: What Can Copilot’s Earliest Users Teach Us About Generative AI at Work? (microsoft.com) November 2023
  • 22. Quality and creativity 22 Reference: What Can Copilot’s Earliest Users Teach Us About Generative AI at Work? (microsoft.com) November 2023
  • 23. Focus time 23 Reference: What Can Copilot’s Earliest Users Teach Us About Generative AI at Work? (microsoft.com) 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
  • 27. Barriers and challenges Substantial investment Sensitive data oversharing Unclear use cases Inaccurate responses
  • 28. Disruptive technology and why it should not be ignored
  • 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
  • 30. Time to reach 100M users The AI technology is here
  • 31. Business Case Understand Microsoft investment and strategy in AI Understand the vision of Copilot for Microsoft 365 Copilot for Microsoft 365 Scenarios for Pilot
  • 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
  • 38. Framework for managing change © Prosci. All Rights Reserved.
  • 39. Success criteria Usage Time saved Quality impact Change management Employee sentiment Employee efficiency gains
  • 40. Define Approach Pilot → rotate licences Early adopters → expand Big bang
  • 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
  • 46. Measure impact Quantitative Qualitative Readiness, adoption, impact, and sentiment. Metrics are aggregated at the tenant level.
  • 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