Microsoft 365 Chat with Copilot

How to use Microsoft 365 Chat with Copilot

Microsoft 365 Chat with Copilot is designed to streamline communication and enhance productivity within your day-to-day. Its integration with various Microsoft 365 applications and external data sources like Jira, Salesforce, or Zendesk stands as evidence of its versatility and user-centric design.

The capability to both retrieve external and internal data offers users a unified platform for information access. This feature is not just a convenience but a strategic asset, enabling users to work more efficiently, and ultimately spend more time on higher value tasks.

Pro Tip: Utilise the customisation options through plugins and connectors to create a personalised chat experience.

AI-driven features of Microsoft 365 Chat assist users in automating routine tasks such as form generation, information extraction from documents, and email drafting. These AI capabilities save time and reduce the load on employees, leading to a more efficient work process.

Using Templates to Generate an Output with Context

Templates in Microsoft 365 Chat are not just about creating a standard document structure. They serve as a foundation for generating context-aware outputs that are tailored to the specific needs. For example, if you need to draft an email response to a customer complaint, you can provide Copilot with both a document outlining a complaints procedure, with the complaint email and the AI will generate an email draft for you, based on the procedure provided.

This intelligent use of templates streamlines the creation process, ensuring consistency while also allowing for the flexibility needed in a fast-moving work environment. By taking this heavy lifting work off a user, it allows them to focus their time on more creative and profitable tasks.

What else can Microsoft 365 Chat do?

It might be quicker to list the things it can’t do… like making a brew, unfortunately. Because this AI tool can undertake a whole host of tasks, including but most certainly not limited to:

• Writing (pretty much anything) a great example: a request for a proposal
• Suggestions: need an engaging blog title? Or a name for your pub quiz team?
• Answering questions: it can help you learn more about a topic, decode acronyms, or even tell you what your company benefits are
• Locating files: by using Graph-Grounded chat Copilot can help you locate files within your 365 tenancy
• Translator: need some text translating? Hit copy and paste with the prompt of asking it to translate to your desired language and it will do just that