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Tips and tricks for IT pros deploying Copilot for Microsoft 365

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Wednesday, Feb 28, 2024, 09:00 AM PST
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Looking for tips and tricks, and things to look out for when deploying and using Copilot for Microsoft 365? Don’t miss this session! We’ll cover the ins and outs of engineering prompts and explore ways to extend and customize Copilot for your organization. We’ll also talk about how to prepare the people in your organization to get the most out of Copilot.

 

This session is part of the Copilot for Microsoft 365 Tech Accelerator. Add it to your calendar, RSVP for event reminders, and post your questions and comments below! This session will also be recorded and available on demand shortly after conclusion of the live event.

Heather_Poulsen
Updated Dec 27, 2024

26 Comments

  • Sarah_Gilbert's avatar
    Sarah_Gilbert
    Silver Contributor

    Thanks for joining us! We hope you enjoyed this session. The Copilot for Microsoft 365 Tech Accelerator continues. Up next: Get your small business ready for Copilot for Microsoft 365. 

    What do you like about the Tech Accelerator so far? Share your feedback here and help shape the direction of future events on the Tech Community! 

    We’ll continue to answer questions here in the chat through the end of the week. If you missed the live broadcast, don’t worry – you can watch it on demand. 

  • bevbyrd's avatar
    bevbyrd
    Occasional Reader
    This is great but education is not being address. In my mind a huge mistake. Students will use what they know, same as adults. Don't miss this market.
    • GabeHo's avatar
      GabeHo
      Former Employee
      Hey Beverly, Copilot for Microsoft 365 (paid, add-on license) is available for Education customers, specifically faculty currently. Microsoft Copilot with commercial data protection (formerly Bing Chat Enterprise), is currently available for students 18+ with a Microsoft 365 A3 or A5, or Office 365 A1, A3, or A5 license.
      • bevbyrd's avatar
        bevbyrd
        Occasional Reader
        Yes, I know I am purchasing some licenses for admin. Your resources specifically persona's education is not one. It is not easy for many teachers to take what they learn and apply it to teaching. They often need specific examples and resources. Just a suggestion and one I have had for MS for a long time. Not the right mode for a full discussion. Thank you for the feedback.
  • JackDuMez's avatar
    JackDuMez
    Iron Contributor
    Support.Microsoft.Com: Will CoPilot be a part of the Microsoft Support site here (our main page for pointing people to end-user support). https://support.microsoft.com
  • Jason471's avatar
    Jason471
    Copper Contributor
    Why is Security professional not a resource role in the adoption.microsoft.com web site? We have no idea what to expect as everyone is playing and exploring in Copilot. We need to be able to understand what to expect as this is being rolled out to keep the users and the business safe from themselves during this transformation, in a safe way. Are there Copilot specific logs, within Microsoft 365, that detail interactions with Copilot?
    • reachrj's avatar
      reachrj
      MCT
      I think as of now, we can enable Audit logs to search for the copilo interactions performed by users and admins using Purview. Also eDiscovery can help in case if you want to present content and export search for further analysis
    • JoshLeporati's avatar
      JoshLeporati
      Icon for Community Manager rankCommunity Manager

      Hey Jason471 - that is great feedback. I'll pass this along to the team. As we start to have more security focus areas as well it makes sense.

       

      There are some elements under IT Professional specific for security, but you are right - not a specific resource for that role, which I'll be sharing back!

       

      /Josh

    • reachrj's avatar
      reachrj
      MCT
      We are currently managing with the Champion Management Platform and Viva Engage. Its pretty useful for a start until we have dedicated templates from Microsoft
  • Nikitas1104's avatar
    Nikitas1104
    Brass Contributor
    Please do not delete this; I haven't received an actual response from Microsoft yet. I have been using 365 Chat, especially to ask questions about documents stored within a SharePoint to which I have access to. It does okay with general questions ("Summarize this document", "What are the main takeaways of this contract?"), but really struggles with more precise questions ("What is the agreed bonus on this contract?", "What are the special clauses pertaining to confidentiality in this document?"). Why is that, and do you plan on improving this? To give a comparison, using Azure OpenAI's Bring Your Own Data on the same documents works much better.
    • CatLib's avatar
      CatLib
      Copper Contributor
      Hi, We have found exactly the same. It doesnt help that Copilot never learns, it doesnt get more intelligent. You, the human get smarter at prompting giving the impression that Copilot is improving, when, actually its you. Do better prompts. Offer more context. Explain more. Always think first that the problem lies with you and not the tech, then address where you think you may have gone wrong, try again and you WILL get better results. But if you immediately assume the tech is flawed, you will never improve your prompting and never get better results. Remeber, it is a young, inexperienced intern that you need to guide and coach, but more importantly, you need to be very specific about what it is you want. Your prompt for instance "Wat are the special clauses pertaining to confidentialy in this document". If you ask your 12 year old that question would they understand? What do you mean by "special"? What is the arameter for Special? How would I know a clause is special? Are there certain characteristics that it would have that would indicate to me that it is special? How would I know if a clause Pertains to confidentiality? What type of confidentiality? In which context would the clause be pertainint to? In which circustance? What if this document has no confidentiality clauses? Pertain to what exactly - the clause or the document? The whole document? A better prompt might be: If you want a list of confidentiality clauses: "Please identify all clauses within this document that directly address confidentiality." If you wanted an explanation of specific confidentiality terms: "Could you please explain the confidentiality obligations outlined in clauses [list clause numbers]? How do they apply in [describe a relevant scenario]?" If you are concerned about the strength of the confidentiality provisions: "Do the confidentiality protections in this document meet industry standards? Are there any potential weaknesses or areas for improvement?" Additional Tips: Context is key: A brief explanation of why this analysis is needed would provide better focus. Specificity Wins: The more specific the question, the more tailored and helpful the answer will be. Let me know if works.
      • Nikitas1104's avatar
        Nikitas1104
        Brass Contributor
        Thanks for the tips. However, the problem seems to be a bit more deep-rooted than that: 365 Chat wouldn't even be able to look in the right document, unless I specifically reference that document in my question. Second, I've tried using very specific questions (Ex: "What are the amounts, in USD, of the possible bonuses detailed in the contrat between A and B, and to what sport do they apply?") and the answer would say that such information is not present inside the document. This happened even when referencing the specific document in which such info is present.
    • GabeHo's avatar
      GabeHo
      Former Employee
      Hey Nikitas, thanks for the feedback! Have you tried asking these questions in e.g. Copilot in Word to ask the question about the doc? I'd also recommend using the thumbs up/down button to provide feedback on the prompt experience so we can continue to improve!
      • Nikitas1104's avatar
        Nikitas1104
        Brass Contributor
        I will try again tomorrow, but today, as much as I tried in Word, I always got the error message similar to "Your request cannot be processed, please try again later" (for any type of query). More importantly, what if I want to ask a question about a PDF document? I couldn't open it in Word without messing up the format. And what if I'm not sure exactly where that document is, but I want an answer about it? Isn't 365 Chat supposed to be able to do that? Thanks for the help!
    • Knut Relbe-Moe's avatar
      Knut Relbe-Moe
      Copper Contributor
      Have you tried todo the same with the document open in the browser (PDF) with the Copilot inside of the Edge browser? Just if the experience for you is the same.
      • Nikitas1104's avatar
        Nikitas1104
        Brass Contributor
        I had the document open in the browser, but wasn't using Edge. Is that supposed to make a difference ?
  • Sarah_Gilbert's avatar
    Sarah_Gilbert
    Silver Contributor

    Welcome to Tips and tricks for IT pros deploying Copilot for Microsoft 365! Have a question? Post here in the Comments so we can help. Let’s make this an active Q&A! Please post as a new and separate comment and not a reply to this post. 

  • Nikitas1104's avatar
    Nikitas1104
    Brass Contributor
    I have been using 365 Chat, especially to ask questions about documents stored within a SharePoint to which I have access to. It does okay with general questions ("Summarize this document", "What are the main takeaways of this contract?"), but really struggles with more precise questions ("What is the agreed bonus on this contract?", "What are the special clauses pertaining to confidentiality in this document?"). Why is that, and do you plan on improving this? To give a comparison, using Azure OpenAI's Bring Your Own Data on the same documents works much better.
  • Sarah_Gilbert's avatar
    Sarah_Gilbert
    Silver Contributor

    Tips and tricks for IT pros deploying Copilot for Microsoft 365 starts soon. Have a question? Post it here in the Comments. To simplify Q&A, please post one question per comment. 

Date and Time
Feb 28, 20249:00 AM - 9:30 AM PST