Today I'm going to share with you three co -pilot
tips. One in chat, one in Excel and one in Outlook
to help you become a Microsoft 365 co -pilot
expert. My name is Shervin Shafi and I'm a co
-pilot principal engineer at Microsoft. Welcome
to Collaboration Simplified. Just a quick thank
you to all the channel members. I really, really
appreciate your support. So the first tip is
in Microsoft 365 Copilot chat and so right now
you're seeing the application that I have up
which basically in your Windows desktop you can
see this M365 Copilot app. Now if you don't have
the app you can also go to your favorite web
browser and just type in m365copilot .com and
that'll ask you to log in and it'll give you
the same interface as the application so there's
different ways of accessing it what i wanted
to show you is that on the top right hand side
you have these three dots when you click that
you can go to settings now here under personalization
this is something that a lot of people haven't
spent time to configure there are two sections
here there's one on custom instructions that
you can give Copilot. And then there's also Copilot
memory. Now I want to focus on this custom instructions.
Basically, if you select that, you'll see that
it says here, look, feel free to include details
about your interests, preferences, goals, or
any other specific context that you would like
Copilot to deliver. So you basically have to
fill this section out and then you have to turn
on this toggle. So that is active. Now I'm going
to do an experiment. before my custom instructions
and after and we'll see what the difference is
so here if i type in a prompt like tell me more
about what GPT -5 benefits are in Copilot so
here it's telling me what GPT -5 brings to Copilot
GPT -5 is OpenAI's most advanced generative AI
All this kind of good stuff, right? Now, here's
the experiment. If we go back to settings and
we go to custom instructions and I say, look,
every time you respond, do so as a cheery poem.
Very simple instruction. You can give it a lot
of different instructions. You can tell it to
be concise, be very detailed, explain it as a
fifth grader. Whatever you want it to do, instead
of having to say it every single time, this is
where you can kind of set those custom instructions
so that it follows it for you. Now I'm going
to go ahead and turn this toggle on. Don't forget
to do that and click save. Now with that, let's...
x out of here and start a new chat actually i'm
just going to go ahead and copy this and i'm
going to go ahead and click new new chat and
i'm just going to go ahead and paste that in
now let's see what it does all right so here
it is it says So you can see that it basically
took my instructions and now from this point
on, every time it's going to respond to me, it's
going to do it in a cheery poem fashion. Again,
you can change these custom instructions to anything
that you want. You can always go ahead and go
back into settings and... type it in again just
don't forget to put in slide this over so that
it's actually using the custom instructions so
that's tip number one so the next copilot tip
is in excel so we're going to fire up excel and
then we're going to select create a new blank
workbook over here once that fires up I wanted
to show you this new copilot function that exists
inside Excel so go ahead and go to any cell inside
Excel and I'm gonna type in equals to bring up
the different functions and I'm gonna start typing
in copilot you'll see that now this FX copilot
comes up this new copilot function and now to
use it I'm gonna provide an example here. So
let's say I'm going to put in this parentheses
sign and then put quotations and say list all
the ingredients for this food close the quotation
mark and then put a comma and say that I want
the food item to be in cell H2 and then close
the parentheses and then hit enter. So basically
anytime now you go to H2 and you give it a food
like a burger, for example, it'll give you the
ingredients that it believes are necessary to
create a burger. So you can see here we have
bun, beef patty, lettuce, tomato, all that kind
of stuff. Now if I change H2 to chicken soup,
it'll change the ingredients to what it thinks
you need to have to be able to make chicken soup
but basically we put in this copilot function
here as listing all the ingredients and it references
h2 but you can change this to whatever you want
it to be it doesn't have to be listing the ingredients
for a food item that was just an example let's
say we switch this up to list all the major cities
in this country and then we'll switch the country
to China for example and then here it's giving
us all the major cities inside China or if we
switch it up to France then it'll give us all
the major cities inside France so very very cool
new addition to Microsoft Excel Now the final
tip that I have for you is inside outlook and
so what we're gonna do is basically just open
up outlook and Once that's open we have to go
to the settings which in this case It's on the
top right hand side right here this wheel icon
and we're gonna select settings and then notice
that on the bottom left hand side there's a copilot
menu item so we're going to go ahead and select
that now with that selected there are three different
items here there's preferences prioritize and
draft instructions these are all very good options
to tweak for yourself but i'm going to focus
on prioritize because i think this is a really
cool feature so here basically you can say look
let copilot prioritize my email so you gotta
switch this toggle on and you can also select
ai generated summaries and apply a low priority
label if you wanted to but what we're going to
do here is we're going to go into this customize
section and in this section we have two different
items we have higher priority and lower priority
so with higher priority selected you can give
it some instructions of what you would consider
to be high priority emails based on projects
based on who's sending it you know so again similar
to rules but using natural language and i think
a lot more powerful so here very simply i'm going
to say look anytime i get an email from mod any
emails from mod these are high priority so i'm
going to select add and so now it says any emails
from mod and then lower priorities any emails
from albert okay anyone named albert So very
simple example, you can see any emails from Albert,
any emails from Maude for higher and lower. And
again, you can customize it not just by people's
names, but also by project names or different
events. So with that, we're gonna go ahead and
click save. I'm gonna X out of here. now here
as a test you'll see that there's these two different
emails sent one by albert and one by mod and
if you recall mod is high priority which is what
this arrow is and albert is actually low priority
now when we select the one by mod it'll say right
here high priority and if we select albert it'll
actually say low priority it's based on the way
we've defined it and by the way if you like these
arrows like the one for the up arrow we actually
can go back to settings and go go to copilot
and prioritize and there's a section here says
apply low priority label which we didn't have
selected so if we select that and click save
now even for the low priority item the albert
einstein you'll see that the arrow got added
so there's the down arrow there's the up arrow
based on the copilot prioritization that we selected
one other thing i'll just show you real quick
is that you can sort by using this up and down
arrow here so we've sorted by date but we can
sort by priority so if we sort by priority now
the higher priority items show up first and the
lower priorities will be below and it even says
high priority Low priority for you over here
and over here. I hope you found this video useful.
And if you did, please give it a like and consider
subscribing. Drop your questions in the comments
and I'll catch you on the next one.