Content Notes

The following slides in this section are the framework for a rapid adoption method onboarding course that focuses on
hand-on learning within Microsoft 365 Chat and other applications across Microsoft 365.

Facilitators will utilize this content to ensure users have hands-on personal training with Copilot. This will allow your users to
rapidly move from anxiety and/or confusion about the new experience to excitement and understanding.

v31.10.23a
Rapid adoption training
Microsoft 365 Copilot adoption

Oct 2023
© Copyright Microsoft Corporation. All rights reserved.
3 steps to understanding
Microsoft 365 Copilot represents a fundamentally different way of interacting with your devices and data. It is a personal
journey at its onset. Our rapid adoption plan involves 3 key steps to create foundational insights. We then build upon those
insights to layer on more product features, scenarios, and AI-ready opportunities.

Rapid adoption

Art of the Possible summary Copilot for you Copilot for your team

Extend to Outlook, Word, and PowerPoint

Responsible AI Principals
Copilot capabilities
Understanding and identifying AI-ready scenarios
Where do I find Copilot? What is its future?
Lead with Microsoft 365 Chat and Teams
Focus on content creation and sharing
Utilize Copilot Lab in product
Extend prompt skills
Pivot to “Stay on Top” for personalized prompts
Highlight “/” capabilities for including relevant content
Build foundational prompt skills
 Microsoft 365 Copilot

Natural Language

Large Language Microsoft Graph Microsoft 365

Models - Your Data - Apps
 Microsoft 365
Copilot
Access to your business content and context
 Microsoft 365
Copilot
Built on Microsoft’s comprehensive approach

Security Compliance Privacy Responsible AI

 Microsoft 365
Copilot
Embedded across Microsoft 365 apps

Learn more about our responsible AI principles.

 Microsoft 365 Copilot

Unleash creativity Unlock productivity Uplevel skills

Harness Copilot’s Let Copilot summarize Be better at what you’re
power so you never actions for you, and good at and master what
start from scratch optimize your time you’ve yet to learn
 Microsoft 365 Copilot: Prompts are how you ask Microsoft 365 Copilot to do something for you — like creating,
The art and science of prompting summarizing, editing, or transforming. Think about prompting like having a conversation, using
plain but clear language and providing context like you would with an assistant.

1. Tell Copilot what you need

2. Include the right prompt ingredients
There are many types of prompts you can use depending on
what task you want done.
To get the best response, it’s important to focus on some of the key elements below when
Learn about projects and concepts: phrasing your Copilot prompts.
“What is [Project X] and who are the key stakeholders working on
it?” Goal Context

Edit text: What response do you want Why do you need it and
from Copilot? who is involved?
“Check this product launch rationale
for inconsistencies.”

Transform documents:
“Transform this FAQ doc Generate 3-5 bullet points to prepare me for a meeting
into a 10-slide onboarding guide.”
with Client X to discuss their “Phase 3+” brand campaign.
Summarize information: Focus on email and Teams chats since June. Please use
“Write a session abstract of this [presentation].”
simple language so I can get up to speed quickly.
Create engaging content:
“Create a value proposition for [Product X].”

Which information sources or How should Copilot respond

Catch-up on missed items:
samples should Copilot use? to best meet your expectations?
“Provide a summary of the updates
and action items on [Project X].”
Source Expectations
 Microsoft 365 Copilot:
The art and science of prompting

3. Keep the conversation going Helpful hints to keep in mind

Following up on your prompts help you collaborate with Copilot

to gain more useful, tailored responses.
Generating content ideas
Lead with broader requests, then
give specific details about the
content.
Enabling insightful meetings
Request a meeting recap, then ask
for more information about what you
should know​.
Gaining insights
Ask for a summary of a specific file,
then ask relevant questions to gain
deeper insights.
Translating languages
Ask Copilot to translate a sentence
to one of the supported languages,
then ask for more context or a
regional dialect.
Know Copilot’s limitations
Copilot is limited to your current
conversation, so give lots of details.
Use quotation marks
This helps Copilot know what to
write, modify, or replace for you.
Be professional
Using polite language
improves Copilot’s response.
Communicate clearly
Pay attention to punctuation,
grammar, and capitalization.
Start fresh
Avoid interrupting and type
“new topic” when switching tasks.

Storytelling assistance Solving technical problems

Ask Copilot to write a story, then Present a technical problem, then
guide it by giving more specific, narrow it down, or ask for step-by-
relevant details​. step guidance​.

Learn more on our Microsoft Copilot help & learning page.

Copilot Lab – Your guide to building Copilot skills

Provides prompt suggestions directly in product

Stay on top – Personalized recommendations for Copilot prompts

View prompts – Catalog of other prompts by category

Get started with Microsoft 365 Copilot
Microsoft 365 Copilot unlocks a whole new way to
work. Copilot puts thousands of skills at your
command and can reason over all your content and
context to take on any task. When using Copilot,

for Business Leaders and Managers experimenting with – and iterating on – your prompts
will help you to get the best results.

Microsoft 365 Chat combs across your entire universe of data – all your emails, meetings, chats, documents, and more, plus the web – to
solve your most complex problems at work. Like an assistant, it has a deep understanding of your priorities and organization, enabling you
to ask questions and interact with your data. Follow up on your initial prompts to iterate, refine, and do even more.

Access Microsoft Chat via Teams Chat or Bing when you’re signed in with your work account.

Quickly get up to speed on
projects
Summarize emails where I was
mentioned recently.
Follow-up with:
Create a to-do list based on [x] .
Do I have any action items
related to project ? Follow-up with:
Has [person] asked any
questions related to [project]
in the past week?
Quickly get information and
insights from a sea of content
– no matter where the data
resides
Teach me about [Concept] in a
way a non-technical person
could understand.
Follow-up with:
Expand, and use an analogy.
Create a hypothetical step-by-
step story where a customer
uses this to transform their
business.
Turn this into a 2-minute
elevator pitch I can use with a C-
suite customer.
Now write this pitch in Dutch.
Efficiently create content by
quickly recalling what you
need from multiple sources
Draft a personal email I can
send to people in [Role] to call
their attention to [Product’s]
launch.
Follow-up with:
Include key points from [file]
Anticipate what additional
information a [Role] would like
to see in a bulleted list.
Suggest 3-5 calls to action I
could include.
Transform how you prepare
for upcoming meetings
Create a storyboard for a 60-
minute keynote where I need
to get a room full of
[Audience] engaged about
[Topic]; use [File] and [File]
as background.
.
Add a key message to land for
each section.
Provide more detail about why a
[Role] would care about this
topic.
What questions should I
anticipate?
Get started with Microsoft 365 Copilot
for Business Leaders and Managers (continued)
Microsoft 365 Copilot is integrated into the apps that you use every day, working alongside you to unleash your creativity
and help you perform tasks faster.
Copilot in Teams
Catch up on meetings you
missed in a fraction of the
time
What were the key points
discussed?
Create a table with the key ideas
and their pros and cons.
For each participant, what was
the biggest concern? What were
they most excited about?
Summarize a meeting and
identify next steps
Draft an email to the meeting
participants that summarizes the
meeting and includes action
items.
Copilot in Word
Quickly catch up on the key
points of a document
What are the effects of
implementing a new flexible
work policy based on this
[Document] ?
Summarize this [Document] into
three bullets.
Find specific insights and
information in a long
document
What were the critical project
challenges?
What’s missing from the
[Document]? Are there any
inconsistencies?
Copilot in Outlook Copilot in PowerPoint
Draft email replies and Summarize a long slide deck
personalize the tone and
Summarize [Deck x] and
length – even on the go
identify action items.
Draft an email to [Name] that
informs them that Project X is
delayed two weeks. Make it Answer specific questions to
short and casual in tone. better understand a
presentation
What are we trying to
Quickly summarize a long
accomplish with this new event?
email thread
Who are the speakers for the
Select [Summary by Copilot] to
conference, and what are they
quickly scan the thread and
presenting?
identify key points.
Hands on scenarios: current product use cases
PowerPoint Outlook Loop (web
Word (web) Teams
(web) (web) preview)

Writing Writing Writing In-meeting Writing

• Create first drafts • Reply to thread • Create first drafts • “Catch me up” • Brainstorm
• Add more content • Author new email • Add more content • Ask questions about • Collaborative
discussion so far authoring
• Edit content and • Get Coaching on an
format email • General business chat • Collaborative planning
• Transform existing Reading • Wrap up
content into PPT • Summarize long
Reading documents

• Summarize long • Ask questions about

document content Post-meeting
threads
Reading • Create notes and
• Summarize deck actions
content • Recap and querying
• Extract next steps

Chat
• Summarize and ask
questions about
content in a group,
mtg, or 1-1 chat
Stay Engaged
Join us for our next Microsoft 365 Copilot training:

<insert training schedule here>

Visit us in our community of
practice <insert name/CoE link> to
share your journey and get inspired
with more training content.
Need help? Ask your question in the community or file a
support ticket <insert link>