WEBVTT

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In this video we're going to talk about tuning

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Copilot for Microsoft 365 using Copilot Studio

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to build custom copilots that provide responses

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to your specific questions. But let's back up

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a second. Copilot itself for Microsoft 365 does

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a phenomenal job of giving you responses inside

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applications like Word, Excel, PowerPoint, Teams,

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and more. It does this by using the Microsoft

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Graph to access your data sources like your OneDrive

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files or your team's chat messages or your SharePoint

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sites and then leveraging the large language

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models it gives you a really good response back.

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But this is all within your tenant. What happens

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if you want to ask Copilot a question that extends

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beyond your tenant to third -party data sources?

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Now there is a toggle for accessing the internet

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through Copilot so that you can get more up -to

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-date information. There are also connectors

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and plugins to access third -party information.

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These are all really great tools except not everyone

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has the skill set to use these connectors and

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plugins. This is where Copilot Studio comes in.

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It's super simple to use. Let's get down into

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the step -by -step guide of how to build your

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own Copilot Studio. let's start off on the web

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and do a search for copilot studio and here it

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is microsoft copilot studio click on it and if

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you notice on the top right hand side there's

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a try free let's click on that and i'm going

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to put in my user here alex click next it's very

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easy to get set up very quick we'll just put

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in some information and then click on get started

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Now that we have that out of the way, the first

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screen that you see is this Copilot Studio. But

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also if you check your user's email, you'll get

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a welcome email there as well. So let's go back

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to the screen and bypass the first introductory

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windows. And we're going to create our first

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Copilot. Now there's a site that I use very often

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that I mentioned. It's the Teams admin site.

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So we're going to call this the Teams admin guide.

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And notice that there's many different languages

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that Copilot can speak. So we'll just stick with

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English. For the website, I'll put in this Teams

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admin site. I'm just going to copy the URL from

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here. I'm going to paste it in there. And we

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should be good. We can click on Create. It takes

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a little bit of time to get this set up. And

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then in the email, you'll also see that when

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it's set up, it'll let you know. Now, here's

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where you can test your own co -pilot. Hello,

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I'm the Teams admin guide. Teams admin is what

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we gave it the name for. Let's ask it a question.

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What are some of the main features of Teams Phone?

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It's going to go back to that site that we referenced,

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and voila, all this information. Let's see if

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it's accurate. Number one, cloud auto attendance

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for Teams Phone, yes. Cloud call queuing, music

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on hold, call answer, initiate, call forwarding.

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Sounds good to me. I'm very familiar with Teams

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Phone, as you guys know. And on the bottom, there's

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a couple of reference sites. So this is the Teams

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Phone features. Perfect. So it went to the exact

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place that it needed to and came back with some

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good information. Let's ask it another question.

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What countries does Microsoft offer calling plans

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in? And it came back with some information on

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calling plans and another link that we can click

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on. And this is the Microsoft calling plans for

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Teams, which is perfect. So again, if your users

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need to have access to a site like this, it's

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very easy just to interact. Ask another question.

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What are advantages of Teams Room Pro license

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compared to the standard license? Gives us a

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good response back about the differences of front

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row and large galleries and dual screen support.

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And also a link that compares the two. So perfect.

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Now on the top left hand side, notice this co

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-pilots menu item. This is where all the co -pilots

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that you create show up. We just created one,

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the Teams admin guide. Let's go click on the

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plus and create another one. This is going to

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be the Microsoft tech. community we have a very

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healthy tech community this is the site that

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i'm going to copy and paste for the url and i'm

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going to put it in the website and we're going

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to create this new copilot using the tech community

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so any blog post any new information that gets

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put up there we can access now using natural

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language and copilot so let's ask it a question

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what microsoft products do you have info on comes

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back and says I have info on Microsoft 365, Windows,

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Teams, and Copilot. Fair enough. What's the latest

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news with Copilot? And it comes back with a ton

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of information. And if you notice, it's from

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Ignite 2023, which happened in November. And

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it's February now, so it's not too long ago.

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So it's relatively accurate. Later on, I'll show

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you how it's very important to give it some...

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the timelines for copilot to be more accurate

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when we click on the link it takes us to this

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ignite 2023 and we can read more from there ask

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another question what's the latest news with

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microsoft teams rooms and so it comes back with

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a ton of information but if you notice it says

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ignite 2022 which is rather old So therein lies

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the importance of being more specific when you're

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prompting AI, right? Let's try again. In the

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last month, have there been any updates around

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Microsoft Teams rooms? Okay, so we're saying

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in the last month now. And it's going to go back

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and give you this information. from December

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of 2023. I started this in January, so it's actually

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accurate. It is the last month. So again, be

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very specific with AI. If you're generic, it's

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going to give you a generic response back. So

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this was a good response. This is the link from

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December 2023. Really fast way for you to get

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up to date by just interacting with your own

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co -pilot. This is the value of Co -Pilot Studio.

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Because you can push these out to all your end

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users. Ask another question. Any new Teams Rooms

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hardware in the last two months? You learned,

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right? Be specific. And so it's going to come

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back and share with us. Yes, there have been

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in the last two months. And provides us with

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a link as well. And we can click on it. Again,

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the value of this is pushing out these co -pilots.

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to your end user so that instead of coming and

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asking you for all these questions or whoever

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your experts are, they can just interact with

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these co -pilots, which are super intelligent.

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And probably one final question. In the last

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month, any news on M365 co -pilot? Actually,

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I lied. This is not the last question. So it

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comes back and says, sorry, I can't help you

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with that. It's because it doesn't understand

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what M365 is. So I spell it out, any news on

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Microsoft 365 Copilot. And now it gives us better

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information, multiple links, which are very recent

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from November of 2023 when the changes were made

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around GA of Copilot, general availability. So

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again, be very specific. You have to kind of

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massage your prompting and over time you'll become

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better at how to interact with AI. By the way,

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this is where you publish the site so that your

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end users have access to these co -pilots that

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you create. Now, if you've enjoyed this video,

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make sure you give it a thumbs up and consider

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subscribing to the channel. Let me know if you

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have any questions. Join our community and I'll

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catch you on the next one. Thank you.
