Work with Copilot in Microsoft Teams

Quick reference

• 00:04 In this final section of the course, we're going to take a look at how Copilot works
• 00:09 in some of those other applications, primarily Teams, OneNote, and Loop.
• 00:14 And we're going to start out in this lesson by taking a look at Copilot within
• 00:18 Teams.
• 00:19 Teams is a very popular application and
• 00:22 Copilot has some really cool functionality.
• 00:25 Now, when you open up Teams, the first thing you'll see is in the top left,
• 00:29 we have a Copilot icon,
• 00:30 which is going to take you to the screen that you can see here.
• 00:33 And we have some suggested prompts.
• 00:35 So I could choose any of these and get Copilot to draft a response.
• 00:40 We also have the view prompts link at the bottom which will take us to our Copilot
• 00:45 lab when we have access to more prompts in there.
• 00:48 And don't forget if you do find a prompt that you like and
• 00:51 one that you think you're going to use often, you can save that prompt and
• 00:55 then access it through the saved prompts area at the top there.
• 00:59 Now I'm going to close down this Window, I am going to use one of these prompts, but
• 01:03 we're going to use the generate ideas.
• 01:05 Now instead of listing our ideas for a fun remote team building event,
• 01:10 I want to list fun ideas for a themed Christmas party.
• 01:14 So let's just modify this prompt and then send it through.
• 01:18 Now I'm hoping Copilot is going to come up with some cool ideas because
• 01:22 thinking of a theme for the Christmas party every year is taxing on my brain.
• 01:26 And I can see here it's coming up with some really good ones.
• 01:29 The ugly sweater party.
• 01:31 I think that one's a winner.
• 01:32 What you'll also notice is once it's finished we have a copy button, so
• 01:36 I could copy those ideas into an email, send it to my team and
• 01:39 we also have some additional prompts at the bottom.
• 01:42 So let's list out what are some Christmas movies to watch.
• 01:45 I'm looking for something cool to watch at the end of the year.
• 01:48 Now notice on the right hand side we have Copilot chat.
• 01:52 So this is where we have a log of all of the prompts that we've used, and
• 01:56 we can choose to edit those or we can delete them from the chat pane.
• 02:00 So here we go, it's generating a list of movies for me.
• 02:04 And maybe I want to copy those into an email and send it to myself so
• 02:07 I don't forget them.
• 02:08 So those are some of the things that we can do in that Copilot window with those
• 02:12 preset prompts.
• 02:13 But what if we go into an actual Teams channel?
• 02:15 Let's start a post,
• 02:17 because what you'll notice is at the bottom we now have a Copilot icon.
• 02:21 And when we click this, it just tells us that Copilot can rewrite and
• 02:25 adjust our messages to make them even better.
• 02:28 And we need to type a message to get started.
• 02:31 So I guess we better do that.
• 02:33 So I'm going to close this down and let's type in a quick message.
• 02:37 So I'm going to ask my team if someone can send me a over the sales
• 02:41 spreadsheet for Q1.
• 02:43 And the reason is because the boss man is asking for it.
• 02:46 Now, before I send that through, I'm just going to check it with Copilot.
• 02:51 So let's click our Copilot icon and I'm going to say rewrite.
• 02:56 Now you can see that Copilot has actually removed the word boss man.
• 02:59 That is a little bit casual and maybe slightly rude,
• 03:02 it's changed the word the manager.
• 03:04 Let's change the length.
• 03:06 I'm going to make it a little bit longer.
• 03:09 Notice it's giving me my second version now, and
• 03:12 I'm also going to change the tone and make this a little bit more enthusiastic.
• 03:16 So this is the third version.
• 03:18 Remember, we can scroll back and forth between our versions, but
• 03:21 I'm happy with this.
• 03:23 I'm going to click on Replace and then I can post that to the channel.
• 03:27 So Copilot is brilliant for helping us draft messages.
• 03:30 The final thing we're going to look at is how we can use Copilot within a Teams
• 03:35 meeting.
• 03:35 So I'm just going to start a quick meeting.
• 03:37 Let's click Join now.
• 03:38 Now obviously, I'm going to be the only one in this meeting, but
• 03:42 that shouldn't matter because we can still demo most of the Copilot features.
• 03:46 Again, notice we have Copilot on the main menu up there.
• 03:50 And as soon as we click it, it says you can ask Copilot for
• 03:53 meeting notes, action items, and more.
• 03:55 And we have the option to start transcription.
• 03:58 Now, it's really important that we do that because this
• 04:01 is basically what feeds Copilot.
• 04:02 If we want to ask any questions of the meeting, it uses that transcription.
• 04:07 Now if we click more prompts at the bottom, you can see some
• 04:10 other things we can do whilst in meetings, so we can recap the meeting so far.
• 04:15 That's brilliant.
• 04:15 If you're five minutes late to a Teams meeting, you can click on this prompt and
• 04:20 it will give you a rundown of everything that's been discussed, again,
• 04:24 based on that transcription.
• 04:26 We can list action items.
• 04:27 We can suggest follow-up questions.
• 04:30 We can see if any questions have been unresolved.
• 04:33 And we can do things like list the main ideas that were discussed and
• 04:37 also generate meeting notes.
• 04:39 Again, all based on that transcription.
• 04:41 And it is worth pointing out that if you are going to turn on that transcription,
• 04:45 that you do let all of your meeting participants know.
• 04:48 Now I'm just going to send through this prompt recap meeting so
• 04:51 far because this is a message that will come up from time to time.
• 04:53 If you try and recap the meeting too soon,
• 04:55 it's not going to have enough information to return to you.
• 04:58 Now the final thing worth noting is if we click on share and
• 05:02 go to Microsoft whiteboard, we have Copilot functionality in here as well.
• 05:07 So I'm going to create a new whiteboard.
• 05:10 And if you've never used whiteboard it's really useful for
• 05:13 brainstorming ideas with your team.
• 05:15 Now notice it's saying try Loop components, and
• 05:18 we have a lesson on Loop at the end of this section.
• 05:21 So I'm going to add a quick loop component, why not?
• 05:24 Let's add a table into our canvas.
• 05:27 And Loop components are basically reusable pieces of content that we can transfer
• 05:32 across Microsoft applications and keep in sync.
• 05:35 As I said, we'll talk more about that in the Loop lesson.
• 05:38 So I've added a little progress tracker just here,
• 05:41 which is in the form of a table which I can update.
• 05:44 And I could even add columns to this if I wanted to.
• 05:48 Now let's click on the Copilot icon at the bottom because this is really what we want
• 05:52 to look at.
• 05:53 The only option I have here is suggest ideas and content.
• 05:57 Now, I'm just going to use the prompt that is the default in the window,
• 06:02 just there, but I'm going to remove the word without,
• 06:06 because I want some suggestions using social media.
• 06:09 And you can see here, it's giving me some content suggestions.
• 06:13 I can edit these, I can generate more, or
• 06:16 I can choose to insert them onto the canvas.
• 06:19 So if I click on edit, it's just going to take me back to that same window where can
• 06:23 make some changes and regenerate the content.
• 06:26 Now, I'm going to go through, and I'm just going to insert these into the canvas and
• 06:31 it gives me these nice little blocks.
• 06:33 And once I have the content there, I can click on it and I can make changes.
• 06:37 So maybe I want to change the color of some of these little sticky notes.
• 06:40 I can make things bold, I can add comments, all creative things like that.
• 06:45 Let's click on the Copilot icon again and click on Categorize.
• 06:48 because what that's going to do is it's going to categorize those items to make
• 06:53 them a little bit easier to read.
• 06:55 And you can see now we have them organized into their relevant groups social sharing,
• 07:00 profile optimization, key word content, and hashtag strategy.
• 07:04 I can also choose to summarize any of the components that I have on the canvas.
• 07:10 So if lots of people have been in here in the meeting and
• 07:12 brainstorm lots of different ideas and we just want to cut through the noise and
• 07:16 pull out those key points, summarize is going to be the best way to do that.
• 07:20 So those are some of the ways that you can use Copilot within Microsoft Teams.

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