Today I'll show you the latest Microsoft 365
Co -Pilot tips to help you work smarter. My name
is Shervin Shafi and I'm a Co -Pilot Principal
Engineer at Microsoft. Welcome to Collaboration
Simplified. Tip number one is sharing your favorite
prompts with your teammates. So what we're going
to do is we're going to go to the m365copilot
.com from your favorite web browser. Once we're
here, basically, if you look on the left -hand
side, you have all these different menu items
like search and chat, and we're going to stick
in chat. And by the way, this is M365 Copilot
for business and enterprise, not for personal
or for family use. Now, once in a while, you
get this really awesome prompt, or maybe you
build a prompt that you want to just share with
everyone and instead of copying and pasting it
and dropping it inside a team's chat or an email
there's a way you can do this built into this
application that we're looking at so let me grab
this awesome prompt that someone just shared
with me recently and I'm gonna go ahead and drop
it inside this panel and basically this is a
prompt that you can use to say no when someone
asks you to do something At work and it uses
this kind of planned framework of pause listen
assess name and translate to say no in a very
nice political way And so basically i'm going
to go ahead and execute this prompt and have
it run and it comes back and it asks a bunch
of questions like What's your role and what exactly
are you being asked to do and what's your hesitation
in doing this? So once you respond to these questions
like i'm a sales manager I was asked to attend
a last minute meeting. My hesitation is don't
have enough time to prepare, right? This is a
very common ask and you can be very specific
about whatever your role is and your hesitation
is. So once we go ahead and execute this, it
comes back using this plant method of the suggested
response, which is right over here. And you can
even draft three more variations. So this is
typical AI where it gives you a lot of different
options. So whatever looks good as far as maybe
this one is assertive but diplomatic, you can
go ahead and use them when you want to respond.
now the key here is we want to know how do we
share this awesome prompt with our team inside
the application so if you notice on the top when
you look at the actual prompt that you pasted
you have all these different icons it's this
icon that i'm interested in and i'm going to
go ahead and select it and basically this allows
me to save the prompt or bookmark the prompt
something that i actually showed a while back
but there's a new feature so let's change the
title to help saying no and go ahead and save
it. Now this actually saves it inside the Copilot
Prompt Gallery, which you can go ahead and select
this hyperlink and get there. Or if you notice
on the bottom right, there's this peculiar icon
that when you select that, it actually takes
you to the Copilot Prompt Gallery as well. Now
here we're in the Suggested tab, but if we go
to the Your Prompts tab, what I just saved shows
up. but how do you share it with a team so basically
what you do is you select this icon which is
the share prompt and it allows you to share it
to a team right here so these are actually teams
that are microsoft teams and the channels that
correspond to them but just the actual overall
team so here i'm part of an engineering team
leadership team operations team so if i want
to share this with the engineering team i just
selected select share and now you can see up
here it says that the prompt was shared with
the team and it added this team's prompt and
when i go there it basically says that me arnold
shared this prompt and other people that are
part of that team can now access it inside m365
copilot and the prompt gallery that's built in
And oh, by the way, if you don't have a team,
you want to create your own team. This is just
an exercise in Microsoft Teams. So if I go to
Microsoft Teams, if you notice up on the top,
there's this icon right here. And if you select
that, you can go ahead and create a new team.
You can create it from scratch or you can use
different templates. And basically, there's a
whole way of creating teams. And when you create
this team. it'll show up over there in the prompt
gallery so that was tip number one tip number
two is teams mode for microsoft 365 copilot and
interestingly enough this got announced today
so if i go back to the m365 copilot app basically
if i look at this prompt that we just looked
at and i scroll down to the bottom maybe this
is an awesome response that i got back from copilot
that i want to share with someone And if you
notice up along the top, this icon is actually
brand new as of today. So when I select that,
it allows me to start a group chat inside Teams.
And when I select that. It allows me to add people
to this response that Copilot just gave me. So
one of the people that I work with very closely
is Albert. Yeah, you know him. It's Albert Einstein.
And I can actually select him and many other
people and create a group chat along with Copilot
so that we can all collaborate with AI in the
mix. I can even select how many messages I want
to drop in to this group chat. So let's go ahead
and select all of them. and select create so
this takes a second and it says that this group
chat is being created you're going to get a notification
so here it is i just got the pop -up that my
group chat is ready and if i go to microsoft
teams and i go to chats and i basically scroll
up i can see that there's a new room created
with albert einstein and if i select this section
over here to see who's in the room it's basically
going to be me and albert and co -pilot and all
our interactions in terms of me putting in the
initial prompt and then the response back asking
me these three questions and me telling it additional
information. It's all here. So now Albert sees
everything. I see everything. And I can go ahead
and type in at Copilot and interact with Copilot
even more. So I can say, hey, Copilot, what other
variations are there? And Copilot will go ahead
and respond in this group chat. And Albert sees
it. Albert can ask questions of me or Copilot
as well. And so Copilot just came back and said
that these are all the other variations. like
an empathetic one or a strategic one and so on
and so forth. So this is brand new. It's basically
Teams mode for Copilot M365. That's tip number
two. Tip number three, researcher with Anthropix
Cloud. So here, if we go back to this M365 Copilot
app, and if you notice on the left -hand side
under agents, we have a few and we have researcher
and we have analyst. So if we select researcher,
if you notice on the top right hand side now
there's a new section called try cloud i also
want you to notice this green shield so basically
if you're not familiar anthropic is another large
language model creator of cloud we at microsoft
we use open ai's large language models traditionally
which is what we're looking at right now, but
you can select try cloud. And if I do that, I
want you to notice what happens to this shield
icon, which is your enterprise data protection.
I'm gonna select it. And now that cloud is on,
you can see that basically this shield got grayed
out. this is interesting in that you can now
use your large language model of choice it doesn't
have to be open ai it can be anthropic but the
enterprise security changes and this is because
cloud's large language models are hosted outside
of microsoft's data centers and so basically
you're governed by anthropics terms of service
and so if you want to have a little bit more
info when you select the cloud you can go ahead
and select learn more opens up another tab and
over here it basically has a box that says that
the terms and the data handling because this
is outside of microsoft you can go ahead and
click it and it takes you to anthropics commercial
terms of service so you have the option of using
it it's just that the security model changes
and so let's go ahead and put a prompt in and
i don't know if you guys are aware but right
now the blue jays are actually in the world series
which is awesome so here's a little question
from a research perspective who are the main
players on the blue jays team and what are their
stats including how long they've been on the
team so let's go ahead and ask researcher with
cloud on this question and so for those of you
who haven't used researcher before it does very
deep reasoning and so the first thing generally
it does is it comes back and it asks you some
additional questions so it says are you interested
in all positions or just the key starters should
i focus on the 2025 season and do you want career
stats so let's you can you can basically say
just go ahead or i can say one all positions
two 20 25 only and three career stats So let's
go ahead and run. And this takes a little bit
of time. And as it's going through its process,
you can see all the activities. So I'll come
back here in just a minute once it's done. Okay,
so cloud finished. And you can see it did quite
a bit of analysis. And again, this is a little
bit different than OpenAI. So you can turn this
on or off by just toggling this. And it basically
gave me a summary of the 2025 main players. There's
statistics for each of these different players.
as well as the outfielders the players names
and starting pictures and so on so it did a really
good job and now when we scroll all the way down
to the bottom i can basically select this icon
that takes me to pages and from there i can export
it to a word document which is this icon right
here up along the top so i'm going to select
word so here it is now as a word document everything
that the researcher using cloud basically gave
me inside M365 Copilot is here and I can go ahead
and share this. I can also select view more and
look at the AI summary, look at insights, look
at activities, and even export this as a podcast.
Tip number four, adding to your Copilot memory.
So now if we go back to the M365 Copilot app
and we basically select chat on the left hand
side, you can actually tell Copilot to remember
things. So you can say, remember, that I like
the Toronto Blue Jays. And when you write that,
it'll basically say here, memory updated, and
it says, got it, I'll remember that you are a
fan of the Toronto Blue Jays. I can also say,
remember that I want sports info only on Toronto
teams. And it says memory updated. Got it. I'll
make sure any sports updates are focused only
on Toronto teams. Now, the thing is, if you look
on the top right hand side with these three dots,
when you select that and you go to settings,
you can see that there's a bunch of menu items
and there's one called personalization. And when
you select that, we actually did a session on
custom instructions, but there's also copilot
memory. And when you select copilot memory, what
I just told it in terms of. user wants sports
information only on toronto teams and user likes
the toronto blue jays is here and you can also
delete them so you can start to add to copilot's
memory so that when it responds it'll respond
based on your preferences so for example if i
go back out of here and i select this top icon
here this start new chat and i ask it a question
like what sports teams are playing in the next
week now that's kind of a vague question right
this can be so many different sports teams around
the world but based on the memory it's basically
giving me information about the toronto blue
jays and the toronto raptors and the toronto
maple leafs which is perfect right this is exactly
what i wanted it to do so that's memory that's
tip number four tip number five agent mode in
excel Now, if we open up Microsoft Excel, and
if we select create a blank workbook, there's
a new feature that got announced maybe about
a month ago called agent mode. And the idea around
agent mode is that you can get Copilot not just
to respond to you, but to actually do things
for you inside your worksheets, like create charts
and graphs and so on. So without agent mode,
if I select Copilot on the top right hand side,
and I just select it, it says, what are we solving
today? And I can ask it a question like, create
a table for me about the Toronto Blue Jays. and
I can click plus and I can add work content from
this Blue Jays document that I just created six
minutes ago. And I can go ahead and send it and
let's see what it does here. This is without
agent mode. This is typical copilot inside Microsoft
Excel. So it says you asked me for a table summarizing
the Toronto Blue Jays and basically it gives
me all this information but it doesn't do anything
inside the worksheet okay so you can see the
worksheet itself on the left hand side is blank
now this is what you have to do this is one of
these frontier features so there's a couple steps
involved what you need to do is on the top here
you have to select add in and you have to type
in excel labs and when this excel labs comes
up you have to select add So let's go ahead and
select add. And notice that this is from the
web browser, right? So I'm not sure if the application
itself, if you've downloaded it, works. But everything
that I've done so far is using web apps. Now,
when Excel Labs loads, you'll see that this agent
mode, which is a frontier feature, shows up.
And you can make it the default or you can just
open it. So I'm going to go ahead and make it
default. I'm going to select open. And you can
see that agent mode is here now. Okay. Now I'm
going to close this out and I'm going to X this
out. And when I go to Copilot, let's see if the
Copilot changes in any way. The Copilot doesn't
seem to change. It looks the same. So what I'm
going to do is I'm going to go ahead and hit
this refresh on this browser and let's see what
happens here. So I'm just refreshing the browser.
I'm going to select Copilot again. and this time
around if you notice this new icon came up these
these two lines so if i select that now you can
see that agent mode actually shows up and that's
after i added this add -in of excel labs so when
i select agent mode i can go ahead and ask it
the same question create a table for me about
the toronto blue jays players but unfortunately
i can't put slash or add the document so i'm
going to go to that word document that we created
together and i'm going to go ahead and click
share on the top right hand side and copy the
link And then go back to Excel and then go ahead
and put the link in. Let's see what it does here.
Now, this is similar to Researcher in that it
does deep analysis. And when you open up this
arrow here, you can see all the activity. So
it takes a little bit of time. But the key is
that it actually does something for you in your
worksheet. Instead of just telling you what to
do, it's going to do it for you. So let's see
how this plays out. okay looks like it's done
and you saw that on the left hand side it was
creating the table which looks awesome and so
it has information about the player their jersey
number roster group their height their weight
date of birth their age and if you notice this
section here the source this is where it got
all the information from so Although I put the
link in for the document, I don't think it used
that Word document that we created using Researcher.
And that might just be a function of where this
Frontier agent is today, hence why it didn't
have the plus for me to add it. So it just essentially
went out to the internet and got its information
from there. If you enjoyed this video, make sure
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Drop your questions in the comments and I'll
catch you on the next one.