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Productivity with Copilot for Microsoft 365

1. Productivity with Copilot for Microsoft 365

Let's combine our Copilot knowledge and walk through a real-world scenario to use Copilot to manage tasks across Microsoft 365 apps.

2. A day with Microsoft 365 Copilot

Meet Selena, a Solution Architect at a tech firm. She designs and oversees the implementation of complex IT solutions to meet client needs. Her day involves managing multiple projects, collaborating with teams, and ensuring solutions align with business objectives. Let's see how Microsoft 365 Copilot can help Selena manage her responsibilities and enhance productivity.

3. Long e-mails

Selena starts her day reviewing emails and catching up on the latest team updates. As a Solution Architect, she often receives long email chains with technical details and client feedback that require immediate attention.

4. Summarize with Copilot

Selena uses Copilot to quickly summarize her inbox instead of manually sifting through each email.

5. Summarize with Copilot

Copilot analyzes her inbox, identifies key emails, and extracts action items, helping Selena prioritize what needs immediate attention.

6. Simplify with Copilot

Selena then reviews technical documentation and project proposals for an upcoming client meeting. She needs to extract and communicate the key points and potential risks from the technical report to both technical and non-technical stakeholders. Using Copilot in Word, Selena can summarize the key points, the proposed solution for the project, and any potential risks, from the document. Now, she's all set for her meeting.

7. Present with Copilot

Selena needs to prepare a PowerPoint presentation for an upcoming meeting with a client to walk through a project proposal and timeline.

8. Present with Copilot

With Copilot, Selena can effortlessly streamline this process. She prompts Copilot to create a presentation from a technical report. Copilot creates and organizes the slides and adds speaker notes. This gives Selena a solid starting point, which she can edit to ensure accuracy and format to suit her presentation style.

9. Organize with Copilot

Next, Selena attends a client meeting and needs to document the outcomes and action items discussed. This includes updating the project plan, sharing notes with her team, and sending a follow-up email to the client.

10. Organize with Copilot

With Copilot's help, Selena quickly identifies the key outcomes of the meeting and updates the project plan. She then drafts a follow-up email to the client, summarizing these details.

11. Putting it all together

As the day winds down, Selena takes a few moments to catch up on any developments she might have missed while she was in meetings. The Copilot chat allows her to quickly review any updates, communication, or changes made to project documents.

12. Putting it all together

Copilot highlights any new information or urgent tasks that require Selena's attention.

13. Let's practice!

From managing emails and preparing for meetings to keeping updated with multiple teams, Copilot can make our days smoother and more efficient. Let's practice!

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