WEBVTT 00:00:00.000 --> 00:00:02.339 Today I'm going to share with you three co -pilot 00:00:02.339 --> 00:00:05.919 tips. One in chat, one in Excel and one in Outlook 00:00:05.919 --> 00:00:09.839 to help you become a Microsoft 365 co -pilot 00:00:09.839 --> 00:00:13.119 expert. My name is Shervin Shafi and I'm a co 00:00:13.119 --> 00:00:16.359 -pilot principal engineer at Microsoft. Welcome 00:00:16.359 --> 00:00:26.379 to Collaboration Simplified. Just a quick thank 00:00:26.379 --> 00:00:29.019 you to all the channel members. I really, really 00:00:29.399 --> 00:00:35.899 appreciate your support. So the first tip is 00:00:35.899 --> 00:00:39.979 in Microsoft 365 Copilot chat and so right now 00:00:39.979 --> 00:00:42.520 you're seeing the application that I have up 00:00:42.520 --> 00:00:46.179 which basically in your Windows desktop you can 00:00:46.179 --> 00:00:49.899 see this M365 Copilot app. Now if you don't have 00:00:49.899 --> 00:00:52.420 the app you can also go to your favorite web 00:00:52.420 --> 00:00:58.899 browser and just type in m365copilot .com and 00:00:58.899 --> 00:01:01.320 that'll ask you to log in and it'll give you 00:01:01.320 --> 00:01:04.439 the same interface as the application so there's 00:01:04.439 --> 00:01:06.420 different ways of accessing it what i wanted 00:01:06.420 --> 00:01:09.819 to show you is that on the top right hand side 00:01:09.819 --> 00:01:13.340 you have these three dots when you click that 00:01:13.340 --> 00:01:19.299 you can go to settings now here under personalization 00:01:19.299 --> 00:01:22.040 this is something that a lot of people haven't 00:01:22.040 --> 00:01:25.840 spent time to configure there are two sections 00:01:25.840 --> 00:01:29.650 here there's one on custom instructions that 00:01:29.650 --> 00:01:32.090 you can give Copilot. And then there's also Copilot 00:01:32.090 --> 00:01:36.030 memory. Now I want to focus on this custom instructions. 00:01:36.530 --> 00:01:39.989 Basically, if you select that, you'll see that 00:01:39.989 --> 00:01:42.709 it says here, look, feel free to include details 00:01:42.709 --> 00:01:44.810 about your interests, preferences, goals, or 00:01:44.810 --> 00:01:46.810 any other specific context that you would like 00:01:46.810 --> 00:01:49.790 Copilot to deliver. So you basically have to 00:01:49.790 --> 00:01:52.629 fill this section out and then you have to turn 00:01:52.629 --> 00:01:56.010 on this toggle. So that is active. Now I'm going 00:01:56.010 --> 00:01:59.140 to do an experiment. before my custom instructions 00:01:59.140 --> 00:02:01.560 and after and we'll see what the difference is 00:02:01.560 --> 00:02:06.000 so here if i type in a prompt like tell me more 00:02:06.000 --> 00:02:14.340 about what GPT -5 benefits are in Copilot so 00:02:14.340 --> 00:02:18.060 here it's telling me what GPT -5 brings to Copilot 00:02:18.060 --> 00:02:21.419 GPT -5 is OpenAI's most advanced generative AI 00:02:22.139 --> 00:02:24.360 All this kind of good stuff, right? Now, here's 00:02:24.360 --> 00:02:28.159 the experiment. If we go back to settings and 00:02:28.159 --> 00:02:30.900 we go to custom instructions and I say, look, 00:02:31.000 --> 00:02:37.560 every time you respond, do so as a cheery poem. 00:02:38.680 --> 00:02:40.939 Very simple instruction. You can give it a lot 00:02:40.939 --> 00:02:43.060 of different instructions. You can tell it to 00:02:43.060 --> 00:02:47.139 be concise, be very detailed, explain it as a 00:02:47.139 --> 00:02:49.860 fifth grader. Whatever you want it to do, instead 00:02:49.860 --> 00:02:53.199 of having to say it every single time, this is 00:02:53.199 --> 00:02:55.819 where you can kind of set those custom instructions 00:02:55.819 --> 00:02:58.500 so that it follows it for you. Now I'm going 00:02:58.500 --> 00:03:01.340 to go ahead and turn this toggle on. Don't forget 00:03:01.340 --> 00:03:06.780 to do that and click save. Now with that, let's... 00:03:07.120 --> 00:03:11.180 x out of here and start a new chat actually i'm 00:03:11.180 --> 00:03:14.740 just going to go ahead and copy this and i'm 00:03:14.740 --> 00:03:18.379 going to go ahead and click new new chat and 00:03:18.379 --> 00:03:20.419 i'm just going to go ahead and paste that in 00:03:20.419 --> 00:03:23.199 now let's see what it does all right so here 00:03:23.199 --> 00:03:35.650 it is it says So you can see that it basically 00:03:35.650 --> 00:03:38.389 took my instructions and now from this point 00:03:38.389 --> 00:03:41.389 on, every time it's going to respond to me, it's 00:03:41.389 --> 00:03:44.270 going to do it in a cheery poem fashion. Again, 00:03:44.409 --> 00:03:47.669 you can change these custom instructions to anything 00:03:47.669 --> 00:03:50.289 that you want. You can always go ahead and go 00:03:50.289 --> 00:03:53.340 back into settings and... type it in again just 00:03:53.340 --> 00:03:56.180 don't forget to put in slide this over so that 00:03:56.180 --> 00:03:58.180 it's actually using the custom instructions so 00:03:58.180 --> 00:04:04.360 that's tip number one so the next copilot tip 00:04:04.360 --> 00:04:07.900 is in excel so we're going to fire up excel and 00:04:07.900 --> 00:04:11.039 then we're going to select create a new blank 00:04:11.039 --> 00:04:15.319 workbook over here once that fires up I wanted 00:04:15.319 --> 00:04:18.600 to show you this new copilot function that exists 00:04:18.600 --> 00:04:22.560 inside Excel so go ahead and go to any cell inside 00:04:22.560 --> 00:04:26.759 Excel and I'm gonna type in equals to bring up 00:04:26.759 --> 00:04:29.160 the different functions and I'm gonna start typing 00:04:29.160 --> 00:04:33.060 in copilot you'll see that now this FX copilot 00:04:33.060 --> 00:04:37.300 comes up this new copilot function and now to 00:04:37.300 --> 00:04:40.899 use it I'm gonna provide an example here. So 00:04:40.899 --> 00:04:43.800 let's say I'm going to put in this parentheses 00:04:43.800 --> 00:04:47.600 sign and then put quotations and say list all 00:04:47.600 --> 00:04:53.879 the ingredients for this food close the quotation 00:04:53.879 --> 00:04:59.120 mark and then put a comma and say that I want 00:04:59.120 --> 00:05:05.920 the food item to be in cell H2 and then close 00:05:05.920 --> 00:05:09.389 the parentheses and then hit enter. So basically 00:05:09.389 --> 00:05:16.250 anytime now you go to H2 and you give it a food 00:05:16.250 --> 00:05:21.730 like a burger, for example, it'll give you the 00:05:21.730 --> 00:05:25.990 ingredients that it believes are necessary to 00:05:25.990 --> 00:05:28.870 create a burger. So you can see here we have 00:05:28.870 --> 00:05:31.810 bun, beef patty, lettuce, tomato, all that kind 00:05:31.810 --> 00:05:35.550 of stuff. Now if I change H2 to chicken soup, 00:05:37.169 --> 00:05:41.850 it'll change the ingredients to what it thinks 00:05:41.850 --> 00:05:45.350 you need to have to be able to make chicken soup 00:05:45.350 --> 00:05:48.850 but basically we put in this copilot function 00:05:48.850 --> 00:05:53.430 here as listing all the ingredients and it references 00:05:53.430 --> 00:05:56.589 h2 but you can change this to whatever you want 00:05:56.589 --> 00:05:58.589 it to be it doesn't have to be listing the ingredients 00:05:58.589 --> 00:06:01.610 for a food item that was just an example let's 00:06:01.610 --> 00:06:06.300 say we switch this up to list all the major cities 00:06:06.300 --> 00:06:11.500 in this country and then we'll switch the country 00:06:11.500 --> 00:06:16.540 to China for example and then here it's giving 00:06:16.540 --> 00:06:20.680 us all the major cities inside China or if we 00:06:20.680 --> 00:06:24.480 switch it up to France then it'll give us all 00:06:24.480 --> 00:06:28.160 the major cities inside France so very very cool 00:06:28.160 --> 00:06:35.310 new addition to Microsoft Excel Now the final 00:06:35.310 --> 00:06:39.629 tip that I have for you is inside outlook and 00:06:39.629 --> 00:06:41.949 so what we're gonna do is basically just open 00:06:41.949 --> 00:06:46.089 up outlook and Once that's open we have to go 00:06:46.089 --> 00:06:49.170 to the settings which in this case It's on the 00:06:49.170 --> 00:06:52.129 top right hand side right here this wheel icon 00:06:52.129 --> 00:06:56.410 and we're gonna select settings and then notice 00:06:56.410 --> 00:07:00.430 that on the bottom left hand side there's a copilot 00:07:00.430 --> 00:07:02.529 menu item so we're going to go ahead and select 00:07:02.529 --> 00:07:05.930 that now with that selected there are three different 00:07:05.930 --> 00:07:08.750 items here there's preferences prioritize and 00:07:08.750 --> 00:07:11.629 draft instructions these are all very good options 00:07:11.629 --> 00:07:14.509 to tweak for yourself but i'm going to focus 00:07:14.509 --> 00:07:16.930 on prioritize because i think this is a really 00:07:16.930 --> 00:07:19.629 cool feature so here basically you can say look 00:07:19.629 --> 00:07:22.629 let copilot prioritize my email so you gotta 00:07:22.629 --> 00:07:25.939 switch this toggle on and you can also select 00:07:25.939 --> 00:07:29.279 ai generated summaries and apply a low priority 00:07:29.279 --> 00:07:31.740 label if you wanted to but what we're going to 00:07:31.740 --> 00:07:33.699 do here is we're going to go into this customize 00:07:33.699 --> 00:07:37.040 section and in this section we have two different 00:07:37.040 --> 00:07:40.480 items we have higher priority and lower priority 00:07:40.480 --> 00:07:44.300 so with higher priority selected you can give 00:07:44.300 --> 00:07:46.980 it some instructions of what you would consider 00:07:46.980 --> 00:07:50.699 to be high priority emails based on projects 00:07:50.699 --> 00:07:54.670 based on who's sending it you know so again similar 00:07:54.670 --> 00:07:57.490 to rules but using natural language and i think 00:07:57.490 --> 00:08:00.069 a lot more powerful so here very simply i'm going 00:08:00.069 --> 00:08:05.329 to say look anytime i get an email from mod any 00:08:05.329 --> 00:08:08.970 emails from mod these are high priority so i'm 00:08:08.970 --> 00:08:11.810 going to select add and so now it says any emails 00:08:11.810 --> 00:08:15.689 from mod and then lower priorities any emails 00:08:15.689 --> 00:08:21.389 from albert okay anyone named albert So very 00:08:21.389 --> 00:08:23.870 simple example, you can see any emails from Albert, 00:08:24.149 --> 00:08:26.990 any emails from Maude for higher and lower. And 00:08:26.990 --> 00:08:29.250 again, you can customize it not just by people's 00:08:29.250 --> 00:08:34.370 names, but also by project names or different 00:08:34.370 --> 00:08:36.409 events. So with that, we're gonna go ahead and 00:08:36.409 --> 00:08:40.289 click save. I'm gonna X out of here. now here 00:08:40.289 --> 00:08:43.070 as a test you'll see that there's these two different 00:08:43.070 --> 00:08:46.210 emails sent one by albert and one by mod and 00:08:46.210 --> 00:08:49.309 if you recall mod is high priority which is what 00:08:49.309 --> 00:08:52.750 this arrow is and albert is actually low priority 00:08:52.750 --> 00:08:56.450 now when we select the one by mod it'll say right 00:08:56.450 --> 00:09:01.210 here high priority and if we select albert it'll 00:09:01.210 --> 00:09:04.350 actually say low priority it's based on the way 00:09:04.350 --> 00:09:07.080 we've defined it and by the way if you like these 00:09:07.080 --> 00:09:10.159 arrows like the one for the up arrow we actually 00:09:10.159 --> 00:09:14.259 can go back to settings and go go to copilot 00:09:14.259 --> 00:09:17.259 and prioritize and there's a section here says 00:09:17.259 --> 00:09:20.220 apply low priority label which we didn't have 00:09:20.220 --> 00:09:22.600 selected so if we select that and click save 00:09:22.600 --> 00:09:27.279 now even for the low priority item the albert 00:09:27.279 --> 00:09:29.779 einstein you'll see that the arrow got added 00:09:29.779 --> 00:09:31.759 so there's the down arrow there's the up arrow 00:09:32.320 --> 00:09:35.679 based on the copilot prioritization that we selected 00:09:35.679 --> 00:09:38.240 one other thing i'll just show you real quick 00:09:38.240 --> 00:09:42.500 is that you can sort by using this up and down 00:09:42.500 --> 00:09:45.620 arrow here so we've sorted by date but we can 00:09:45.620 --> 00:09:49.159 sort by priority so if we sort by priority now 00:09:49.159 --> 00:09:53.700 the higher priority items show up first and the 00:09:53.700 --> 00:09:56.220 lower priorities will be below and it even says 00:09:56.220 --> 00:09:59.330 high priority Low priority for you over here 00:09:59.330 --> 00:10:02.309 and over here. I hope you found this video useful. 00:10:02.490 --> 00:10:05.230 And if you did, please give it a like and consider 00:10:05.230 --> 00:10:08.009 subscribing. Drop your questions in the comments 00:10:08.009 --> 00:10:09.950 and I'll catch you on the next one.