Microsoft 365 Copilot is an AI-powered assistant integrated into Microsoft 365 applications, designed to significantly enhance user productivity by automating tasks like writing, designing, and data analysis, while ensuring data security.
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Hey everyone, I'm Jamie and welcome back
to Teachers Tech. Today we're going to
be diving into something that's going to
change the way you work. Microsoft 365 Copilot.
Copilot.
Now, I know what you're thinking.
Another AI tool. How is this different?
Well, imagine having a superpowered
assistant built right into Word, Excel,
PowerPoint, and all your favorite
Microsoft apps. An assistant that can
write, design, analyze, even generate
images for you, all while keeping your
data secure. That's exactly what Copilot
is. And in this beginner's guide, I'm
going to show you step by step how to
unlock its incredible potential to save
you time and boost your productivity.
Let's get started. So, who exactly can
get their hands on this game-changing
technology? The great news is that
Microsoft 365 Copilot is available to
all commercial, education, and consumer
subscribers of Microsoft 365. That means
if you have a Microsoft 365
subscription, whether it's for your
business, your school, or even your
personal use, you'll have access to
these core co-pilot features that we're
about to explore. There's no extra
upsell required for this integrated chat
experience within your apps, which is
fantastic news for everyone. First of
all, where do you access Microsoft 365
Copilot? Well, this is a rebranding from
where we used to just log in at
office.com. Actually, you would still
log in at office.com. and I'll put the
link down below in the description. Then
you can just go ahead get signed in with
your account. Now, when we get logged
in, the first thing you're probably
going to notice is there is a complete
redesign. And the first thing that I
thought of when I logged in, I was
wondering where are all my apps like
Microsoft Word, Microsoft Excel,
PowerPoint, and all of them. Well,
that's what I want to show you first.
I'm going to go down to apps right here
and click on it. And you're going to see
access to all of them right here. Now,
if you want to be using any of these
quickly, what we can do, if we go to
Microsoft Word and go to more options,
if we hit pin, notice we have quick
access right here. If I go to Excel and
hit pin, we can add that. We can take
these away just by unpinning them. Now,
these will quickly get you to the online
version of Microsoft Word or Microsoft
Excel, but a lot of people like working
on the desktop app. If we're back in
co-pilot here in the top right hand
corner, if you click down under install
apps, you'll notice this is where you go
ahead and install them on your computer.
Here we also can install Copilot desktop
app on your computer. And I and if you
want to get this on your mobile devices,
whether it be Android or iOS, just click
on this and you're going to get a QR
code that you can scan and quickly get
Copilot on your devices. Throughout the
rest of this tutorial, I'll be going
through the features of this sidebar,
including the search, the chat,
exploring AI agents, creating your own
AI agent, looking at pages and what you
can do with them, and creating amazing
images and graphics inside M365 Copilot.
I want to go to chat next and explain
how this can be a powerful feature to
get ahead on your work. If you've used
chat GPT before, you're going to find
this is very familiar then to you.
Copilot's intelligence is deeply
connected to OpenAI's technology.
Microsoft has invested billions of
dollars into OpenAI and licensed GPT4.
And you can see we can even try GPT5 up
here. This powers copilot language
understanding and generation
capabilities. I want to point out this
in the top right hand corner, the
enterprise data protection. You can feel
secure when using M365 Copilot that none
of your data or your prompting or any of
the information is being used to train
large language models. So you can feel
secure when using this. If we move over
here and I mentioned chat GPD5, just
simply click on this and you're going to
be using the most current model
available. If we move down, you're going
to see that they have some suggested
prompts here. If I go to see more and I
just I'll move down, you can see all the
different ways that you can get ideas
that they already have for you. And I'm
going to come back and just demo a few
of these. But I want to point out the
prompt gallery as well because if you
click on this and open it up, you can
start going through the filters to see
what the specific prompt that they
already have ready for you. This can
save you a lot of time because it starts
with a prompt and then you just have to
put in your own information. So, this is
a great way to save some time when uh
using these pre-made suggested prompts.
Let's move back up here and I'm just
going to click on this one right here.
List key points from file. Well, what
files are they going to talk about? So
as soon as I click on this, notice if we
ever put in the forward slash, this will
give access to the files in Microsoft
one drive that you have. I can upload
files as well. So if I was going to go
ahead and if I had something on my
computer, I can go and add work content.
I can upload images and files and I can
attach from the cloud. So you can do it
in different ways, but just with this
simple forward slash, if I go back and I
hit forward slash again, notice that
it's there. So if I move down to let's
say this document right here, it's going
to be pulling from that information. So
if I send this away, you're going to see
that it's focused on that document that
was uh that was being connected in my
one drive that pulled up. And if I click
on sources, you're going to see that it
opens up right here. If you want to go
and start a new prompt, I can just go
back to chat. It's going to be bring me
back to this homepage. Now, let's say I
want to just ask it to do through voice.
I can use it right here. So, start
dictation. I'm going to say I will keep
this easy. What are the key points from
this PowerPoint?
I'm going to stop the dictation and I'm
just going to go forward slash. And I
want to point out when you're searching
for something. So if I was looking since
I'm looking for a dog's PowerPoint,
notice as I start typing, it's giving me
all the information. So you can kind of
do a search through this. So if I go
ahead and click on this, it's going to
look through the PowerPoint and find the
key points from it. So notice now it's
even suggesting some things that it
could do. I could go ahead and ask it to
do something, but maybe I do want to
turn it into a blog post for all these
features here. So, let's click on it and
see what happens. So, now I have this
blog post. And remember, this just
started as a PowerPoint and about 20 30
seconds later, I have a blog post.
Another way we can start a new chat is
just by clicking up top here. And you
can create images. So, if I go ahead and
ask it to create an image of a friendly
golden retriever sitting on a green
grass in in a bright daylight looking at
the camera with happy expression. Let's
go ahead and send this. And just like
that, I have my image of my friendly
golden retriever. If I go ahead and
click on it, you'll see where you can
download it. You can say if this turned
out if you liked it or disliked it to
help when it's creating these images.
You can copy paste from here as well.
And you can see that the content
credentials is will say generated with
AI. If we close out of this, I want to
point out over here, these are all of
our conversations. So I can go back to
any of these. So if I was going back to
what are the key points, all of these
are going to be easily accessible. If I
go to the more, you'll see if I want to
rename this, I can go ahead rename it or
I can delete any of my conversations. I
can click on all conversations and this
will just show me a different way. I can
search for them up here or do some
filtering. Did you know Co-Pilot has
memory? And I'm going to show you how to
use this because this can save a lot of
time. Let's start by a simple prompt.
I'm going to say, I manage a small dog
spa called Poochaven Spa. They offer
grooming, doggy facials, and weekly pup
and polish events where owners and pets
get pampered. I'm just going to go ahead
and send this. Notice right away it says
memory updated and I can manage
memories. I'm going to come back to that
in a moment. But first of all, I want to
know what they know about me right now.
So, I'm going to go to start a new chat
and I'm just going to say create a short
email I could send to clients about a
new seasonal offer. 20% off dog facials.
I didn't tell them where what company
I'm from. But if I go ahead and send
this now, I'll move down. And look at
this. It pulled out the information of
Pooch Haven Spa because that's in the
memory. I think this memory usage is a
big part about being efficient with
Copilot. I'm going to go up to here and
to the settings and we're going to go to
personalization. Here was the memory. So
if I go to here, this is what the memory
I added through the prompt. I can delete
the memory as well, but I'm going to go
back here. I'm going to go give custom
instructions. So, I want to just kind of
have my responses already set up where I
don't have to put this into the prompt
each time. So, I'm going to give it a
bunch of information here. So, I'm going
to say this right through here. I'm the
manager of Pooch Haven Spa. Kind of
already knew that, but I'll add it
anyway. Cheerful dog grooming wellness
business that offers all these different
things. I love uh friendly, upbeat
communication with a touch of humor. And
I'm just going to scroll down and I kind
of gave it even uh different taglines as
examples that it could put in. So
there's a few different just kind of an
idea of how to write. So I'm going to go
ahead and save this. And then once it's
saved, I'm going to exit out and go to a
new chat to see how this changed things.
And I can see right away it's matching
the tone I asked. If I look here, the
possum guest, how it's doing the word
play here. I can see the love for their
job coming out through the text. It
feels very personalized through this
that I could go ahead and just update
where it has that information here. So
you can see if you get this information
in the memory, how much time it could
save you. And at any time you want to
add more to memory, just simply go and
ask it to. So in this case, we added a
mobile grooming band called P Express.
remember that. And as soon as I send
that off, you'll see that the memory is
updated and I can go manage those
memories at any time. Search in
Microsoft 365 copilot hasn't gotten more
powerful with the use of AI. Uh as soon
as you click in, you can quickly access
the apps files just like before or you
can do a search for any documents. But
what I like is uh going down here with
the recent files. They even have these
quick suggested prompts on the side. So
in case if we go to let's say this one,
the spa services, I could draft an
introduction. If I hit the plus three,
it even shows me more ideas on this. So
let's say let's go to summarize this.
And what it does at this point is it
brings me over to chat again. So it's
just a different way to get into the
documents just like I showed you before
when we used the forward slash and then
we could prompt it. The same thing's
happening. Now, it's going to be saved
in one of our conversations, and we
could go ahead and dig further down into
this. Now, at the bottom of any of these
prompts, you'll notice a few more
things. So, we could go and share the
response or open in Microsoft Word. You
can also even add it to pages. I haven't
set any pages up yet, so I'm going to go
do that now. So, pages are right here.
So, let's go to all pages
and we're going to go because we don't
have any pages yet. We're going to go
right here and create a new page. Let's
go ahead and just give it a name here.
You're probably wondering what are
Copilot pages. Well, they're living
documents that Copilot creates or uses
to organize information, summaries, and
ideas for your chats or your agents. You
know, think of them as an interactive
workspace, kind of a mix between
Microsoft Loop pages and OneNote pages
powered by AI. On any of these pages,
you can start typing just like normal
here. You can hit enter to start a new
line. If I put a forward slash at any
time, it gives me quick access to all
the things that I can make on this. Uh,
if it is going to be an action items,
maybe I want a checklist and I can just
go from there. But you can see all the
different things you can quickly add to
this. Now, what I want to do is go ahead
and add some other things from Copilot
that we've been working on. So, what I'm
going to do is just close out of this. I
did rename that action items up top. So,
if we hit close and we go back to the
summary from the last one we were at. If
I notice now, if I go to add to recent
pages, I only have the one page right in
here currently. So you could make more
pages and now all this information goes
to this. So on this now I could easily
share. So if I click share I can have a
page link uh right to this or I can
embed or provide access to this page
with other Microsoft 365 apps as well.
So it's how if you've ever used
Microsoft Loop before very similar to
how that works. I'll put a a link to my
loop video, and I'm going to have a
newer one of those come up as well. I
can also open this up in Microsoft Word.
Now, let's explore one of Copilot's most
powerful new features, agents. And
notice here we have explore agents and
we have create agent. I'll just click on
explore agent to start with. Now, if
you're wondering, well, what is an
agent? Think of an agent as your own
custom AI co-worker that you can design
to handle ongoing tasks or specialize in
a certain topic just like a teammate who
never forgets instructions. So they have
some already created for you that will
help you with complex task. Now if you
look at these, if I click on prompt
coach, you'll get an information what
this will do for you. So this will write
and improve your prompts and you'll see
where it works from with different ones
with across office teams and we can go
ahead and add this.
Now over on the side we have quick
access to this prompt coach. I could go
ahead and ask it just like before or
let's go with this one right here. Help
me generate a prompt to be used in
C-pilot. This is a great way to get
started using C-pilot is one of these
agents and helping you to understand how
to prompt. I just want to pop over to a
different account in mine. And in this
licensing, I actually have co-pilot
purchased uh as an add-on to this. And
you'll notice under agents, I have a few
more options. I have researcher and and
an analyst. So, if you don't have those
and if you're wondering where they are,
you do need to have the paid for version
of Copilot added on to that where you
get a few more options. You're going to
notice that you can create your own
agent and you can just describe what you
want and then you can go through and
configure it. You can give it specific
instructions, knowledge, and in a few
minutes you'll have this agent. I went
through in a different video and I'll
connect this here how I created pooch
pal and similar topic. We go through and
we add a website knowledge base and we
get this to start doing things for us.
So make sure you check out that video if
you want to learn more about creating an
agent and then I have it even going a
step further with using Microsoft
Copilot Studio to automate things. So
check that out. Here's something that is
overlooked inside Microsoft 365 Copilot
and that is create. You have the option
to create so many different things. So
I'm going to just close the side panel
now. Now like before we can create an
image just describe what we want and I
kind of did that just through the basic
prompting through chat. But if you look
through you can design infographics and
they give you different ones that you
can start with the prompt that they're
going to start with. You could create a
story. You could design a poster. And
they have the different prompts that you
can just change where it's blue here.
You can put what you want in there. So
they give you the part of the prompt and
it just makes it easy to adapt it. Look
at editing images. So if you want to
change the background, the color of an
image, do you want to erase an object?
Uh, look at all the different options
that you have here that you can do right
inside Microsoft Copilot. And then you
even have more here that you can start
presentations from. Create a banner or
even a form. Let's do a quick example
with create an image. And I'm just going
to go and look for a certain one. I can
change here. We can place a product on
the model, place a design on the
product, place a character in the scene.
Let's try this one here. So, I'm going
to start with this prompt.
And here is the prompt here. I'm not
going to make any changes, but this is
all editable here. I can also add
content style if I want. You'll notice
that we can do all the different style
of different ones here. If I click it
again, it closes. We can choose any
colors that we want. And if we want it
square, we can go from there. So, I want
to replace this. I'm going to go and
grab this picture of me. I don't know
how that will match, but we'll see.
We'll get an idea here. And I'm just
going to go ahead and click create. And
here I am in that image. I think they
did a pretty good job there. Maybe a few
more wrinkles than I wanted, but we can
still make changes to this. I could go
through, add to the prompt here, my
style, my colors, and I can make
updates. But again, how quickly you can
all do this in one place in Microsoft
365 Copilot. What I find really exciting
now is that I can access Copilot in my
Microsoft apps even without the paid for
version. So, in this account right here,
I don't have the paid for version. And
I'm going to go over to my Microsoft
Word, and I'm logged in as the same user
with the same licensing. Under the home
tab, if I look over to the right hand
side, I have Copilot here. And I want to
point out this first, open the
navigation panel because it's very
similar to what I was showing you in
Copilot. It's just built into these
different Microsoft apps. Now you can
see the conversations are all still here
that I was having with co-pilot before.
I even have my prompt coach here because
this is an agent I add and it's all part
of the same account. If I close this, if
I come back to here, if I want to open
something up, if I go forward slash,
you're going to see that I have access
to the same files that I had with the
normal one. So, if I was going to open
up this one right here, and I can ask a
question, and I'm going to say, give me
a list,
and it will analyze that document and
answer it here. Now, it doesn't put this
right into the document right away. I
actually have to go ahead and copy and
paste this over. So, if I go to the
bottom of this, you're going to notice
that I can do a few things. I can click
to add to doc here and it places it
right in here. I can copy the response
and then paste it. I can share the
prompt and copy with this response. And
I have a few more options even to read
aloud here. Let's test this out in
Microsoft Excel. Let's go open up some
data here. Here's some sales data. Let's
pop open C-pilot. Let's stretch out this
a little bit so we can see this a little
bit better. And we're going to ask it to
create two charts to summarize the data.
Let's see what happens.
All right, let's see what it gave us
here. And you can see it's already
prompting for some other uh ideas, but
we'll move down a little bit and let's
go ahead. We can do a few things here.
We can copy the preview. We have display
options. We can even download it as code
PNG. I'm just going to go ahead and
download it really quickly. And let's
bring it back as a picture. This was the
first one that was created. And that was
with just that simple prompt. Let's move
down here a little bit more because I
think they created another one right
here. We'll download this one and open
this one up. And you can see they
created this line chart. All that with
that simple prompt in PowerPoint. Let's
say we need another image added to this
slide here where I don't have anything.
Let's go over to Copilot here. You can
see some of the ideas. I think this one
right here. Create an image for this
slide. What's the image I want? I want
it to be this one right here. All right,
let's see what they created. And look at
what I was asking for. Rubber duckies,
happy expression, water droplets, and
here we go. There we have it. So, if I
go to insert, I can quickly add it to
that slide now. So, there you have it.
Your beginner's guide to getting started
with Microsoft 365 Copilot. We've seen
how you can use the main chat interface,
bring it directly into your apps like
Word and Excel to save time, and even
get creative with generating images. My
biggest piece of advice is to just jump
in and start experimenting. Ask it
questions and see how it can help you
with your documents, and you'll quickly
see how much time it can save you in
your daily workflow. Now, we just
scratched the surface today. If you want
to go deeper into a specific area, like
creating your own AI agents, check out
those other videos I mentioned. Thanks
for watching this week. I'll see you
next time with more tech tips and tutorials.
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