In this video we're going to talk about tuning
Copilot for Microsoft 365 using Copilot Studio
to build custom copilots that provide responses
to your specific questions. But let's back up
a second. Copilot itself for Microsoft 365 does
a phenomenal job of giving you responses inside
applications like Word, Excel, PowerPoint, Teams,
and more. It does this by using the Microsoft
Graph to access your data sources like your OneDrive
files or your team's chat messages or your SharePoint
sites and then leveraging the large language
models it gives you a really good response back.
But this is all within your tenant. What happens
if you want to ask Copilot a question that extends
beyond your tenant to third -party data sources?
Now there is a toggle for accessing the internet
through Copilot so that you can get more up -to
-date information. There are also connectors
and plugins to access third -party information.
These are all really great tools except not everyone
has the skill set to use these connectors and
plugins. This is where Copilot Studio comes in.
It's super simple to use. Let's get down into
the step -by -step guide of how to build your
own Copilot Studio. let's start off on the web
and do a search for copilot studio and here it
is microsoft copilot studio click on it and if
you notice on the top right hand side there's
a try free let's click on that and i'm going
to put in my user here alex click next it's very
easy to get set up very quick we'll just put
in some information and then click on get started
Now that we have that out of the way, the first
screen that you see is this Copilot Studio. But
also if you check your user's email, you'll get
a welcome email there as well. So let's go back
to the screen and bypass the first introductory
windows. And we're going to create our first
Copilot. Now there's a site that I use very often
that I mentioned. It's the Teams admin site.
So we're going to call this the Teams admin guide.
And notice that there's many different languages
that Copilot can speak. So we'll just stick with
English. For the website, I'll put in this Teams
admin site. I'm just going to copy the URL from
here. I'm going to paste it in there. And we
should be good. We can click on Create. It takes
a little bit of time to get this set up. And
then in the email, you'll also see that when
it's set up, it'll let you know. Now, here's
where you can test your own co -pilot. Hello,
I'm the Teams admin guide. Teams admin is what
we gave it the name for. Let's ask it a question.
What are some of the main features of Teams Phone?
It's going to go back to that site that we referenced,
and voila, all this information. Let's see if
it's accurate. Number one, cloud auto attendance
for Teams Phone, yes. Cloud call queuing, music
on hold, call answer, initiate, call forwarding.
Sounds good to me. I'm very familiar with Teams
Phone, as you guys know. And on the bottom, there's
a couple of reference sites. So this is the Teams
Phone features. Perfect. So it went to the exact
place that it needed to and came back with some
good information. Let's ask it another question.
What countries does Microsoft offer calling plans
in? And it came back with some information on
calling plans and another link that we can click
on. And this is the Microsoft calling plans for
Teams, which is perfect. So again, if your users
need to have access to a site like this, it's
very easy just to interact. Ask another question.
What are advantages of Teams Room Pro license
compared to the standard license? Gives us a
good response back about the differences of front
row and large galleries and dual screen support.
And also a link that compares the two. So perfect.
Now on the top left hand side, notice this co
-pilots menu item. This is where all the co -pilots
that you create show up. We just created one,
the Teams admin guide. Let's go click on the
plus and create another one. This is going to
be the Microsoft tech. community we have a very
healthy tech community this is the site that
i'm going to copy and paste for the url and i'm
going to put it in the website and we're going
to create this new copilot using the tech community
so any blog post any new information that gets
put up there we can access now using natural
language and copilot so let's ask it a question
what microsoft products do you have info on comes
back and says I have info on Microsoft 365, Windows,
Teams, and Copilot. Fair enough. What's the latest
news with Copilot? And it comes back with a ton
of information. And if you notice, it's from
Ignite 2023, which happened in November. And
it's February now, so it's not too long ago.
So it's relatively accurate. Later on, I'll show
you how it's very important to give it some...
the timelines for copilot to be more accurate
when we click on the link it takes us to this
ignite 2023 and we can read more from there ask
another question what's the latest news with
microsoft teams rooms and so it comes back with
a ton of information but if you notice it says
ignite 2022 which is rather old So therein lies
the importance of being more specific when you're
prompting AI, right? Let's try again. In the
last month, have there been any updates around
Microsoft Teams rooms? Okay, so we're saying
in the last month now. And it's going to go back
and give you this information. from December
of 2023. I started this in January, so it's actually
accurate. It is the last month. So again, be
very specific with AI. If you're generic, it's
going to give you a generic response back. So
this was a good response. This is the link from
December 2023. Really fast way for you to get
up to date by just interacting with your own
co -pilot. This is the value of Co -Pilot Studio.
Because you can push these out to all your end
users. Ask another question. Any new Teams Rooms
hardware in the last two months? You learned,
right? Be specific. And so it's going to come
back and share with us. Yes, there have been
in the last two months. And provides us with
a link as well. And we can click on it. Again,
the value of this is pushing out these co -pilots.
to your end user so that instead of coming and
asking you for all these questions or whoever
your experts are, they can just interact with
these co -pilots, which are super intelligent.
And probably one final question. In the last
month, any news on M365 co -pilot? Actually,
I lied. This is not the last question. So it
comes back and says, sorry, I can't help you
with that. It's because it doesn't understand
what M365 is. So I spell it out, any news on
Microsoft 365 Copilot. And now it gives us better
information, multiple links, which are very recent
from November of 2023 when the changes were made
around GA of Copilot, general availability. So
again, be very specific. You have to kind of
massage your prompting and over time you'll become
better at how to interact with AI. By the way,
this is where you publish the site so that your
end users have access to these co -pilots that
you create. Now, if you've enjoyed this video,
make sure you give it a thumbs up and consider
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have any questions. Join our community and I'll
catch you on the next one. Thank you.