A Comprehensive guide on mastering Copilot for Sales

A Comprehensive Guide on Mastering CoPilot for Sales

by with 3 Comments Artificial IntelligenceCoPilot

A Comprehensive guide on mastering Copilot for Sales

Copilot for Sales is a smart assistant in Microsoft Teams that helps you manage your sales process from start to finish. It can prepare you for meetings, analyze conversations, follow up after calls, and even provide powerful sales analytics.

If you’re looking for easier ways to achieve productivity in sales, CoPilot is here to assist you.

 

How to Enable Copilot for Sales in Microsoft Teams

The first step to using CoPilot for Sales, is to enable and install it.

 

  1. Open Microsoft Teams. In Teams, click on Apps. Search for CoPilot for Sales, click on Add
  2. This opens the CoPilot for Sales Teams Chat. It shows a video that CoPilot for Sales can recap chats and videos. You can take the training and learn more here.

CoPilot for sales teams chat

 

3. For Teams, however, to be able to recap chats and provide Sales insights, it has to be enabled in Outlook and Dynamics 365.

 

How to Enable Copilot for Sales in Microsoft Outlook

1. To find CoPilot in Sales in Outlook, you need to install it in the Admin Center. This requires a Global admin or admins with access to Settings to make the changes

 

2. Go to Settings – Integrated Apps – Search for CoPilot for Sales – Install it, select “Get It Now”.

CoPilot in sales admin center integrated apps

 

3. This installs CoPilot for Sales in Outlook.

How to Use Copilot for Sales

CoPilot for Sales works with Teams and Outlook. To use Copilot for Sales in Outlook, click on the icon.

However, CoPilot for Sales is currently integrated with Salesforce and Dynamics 365 to work with Teams and Outlook for chats, and emails to customers.

 

  1. Click on the CoPilot for Sales icon

sales copilot icon

2. Click on “Sign into your CRM”. You can sign in to Salesforce or Dynamics 365 Sales. You can enable Dynamics 365 here. The trial license for Dynamics 365 is avaialble.

CoPilot for Sales Sign into your CRM Dynamics 365
This makes it accessible in Outlook.

CoPilot for Sales Use in Outlook

A. Summary of Meeting

After sign up with Dynamics 365, CoPilot for sales summarizes the meeting, saves the contacts and emails to Dynamics 365.

CoPilot for sales summary on outlook

B. Draft Response for Emails. Click on Draft an email.

Type in the prompt in the box for the email you want to send.

 

 

CoPilot for Sales will give a response that you can send in the email. It can also offer better offers for sales emails and calls.

 

 

Conclusion

CoPilot for Sales is an amazing tool for improving sales. It is integrated with Dynamics 365

 

How Microsoft Copilot for Sales Enhances Efficiency and Productivity

How Microsoft Copilot for Sales Enhances Efficiency

by with No Comment Artificial IntelligenceCoPilot

How Microsoft Copilot for Sales Enhances Efficiency and Productivity

CoPilot for Sales is changing the sales industry by automating routine tasks. Various industries have recorded success stories about its implementation.

Here are a few testimonials.

1. Financial Services

Financial service organizations like PNB and AmBank use Copilot for Sales to enhance the quality and impact of their work.  Financial advisers at Hargreaves Lansdown combine Copilot and Teams to drive productivity and make their meetings more inclusive.  CoPilot for Sales offers summaries and actions to take after Teams meeting. 

2. Marketing

CoPilot for sales home page on office 365

Digital marketers use Copilot for sales for campaign optimization. CoPilot for Sales allows marketers to build customer relationships and communicate better This has led to higher engagement rates and Return on Investment (ROI).

3. Retail

 

Organizations use CoPilot to analyze customer likes and dislikes, identify new sales opportunities and keep customers happy.

The surveys below from Microsoft shows the impact of CoPilot for Sales in businesses.

  • – 70% of Copilot users said they were more productive and 68% said it improved the quality of their work; 68% say it helped jumpstart the creative process.
  • – Overall, users were 29% faster at specific tasks (searching, writing and summarizing).
  • – Users caught up on a missed meeting nearly 4x faster. 
  • – 64% of users said Copilot helps them spend less time processing email.
  • – 87% of users said Copilot makes it easier to get started on a first draft.
  • – 75% of users said Copilot “saves me time by finding whatever I need in my files.
  • – 77% of users said once they use Copilot, they don’t want to give it up.

 

A Day in the Life of a Sales Rep with Microsoft Copilot for Sales

Have you ever wondered what a day in the life of a Sales Rep with Microsoft CoPilot for Sales would look like?

In the morning

CoPilot enables the sales representative to plan and get ready for meetings very early in the morning. It automatically updates information from past interactions with customers in the CRM. This saves a lot of time.

Meeting preparation 

Copilot helps with meetings by recording customer calls and providing recaps

copilot for sales intro

Important Client Call 

Before calling, Copilot provides the sales representative with information on a client, which may include information about a client’s recent activities, preferences, or outstanding issues. This enables the rep to have a personalized conversation with the client.

Proposal Preparation 

Copilot helps sales reps prepare presentations for clients faster. It gathers relevant information into a prepared form. This helps sales reps provide accurate quotes without time-consuming preparation work.

End of Day

The sales team uses CoPilot to share insights, strategies and updates in real-time. This keeps everyone equal.

CoPilot summarizes the day’s activities, including reviewing customer calls. This helps bolster future sales and connections.

 

Integration with Other Tools

Copilot for Sales is very flexible. It doesn’t just work well with Microsoft 365 applications like Dynamics, but can also integrate perfectly with Customer Relationship Management (CRM) systems like Salesforce.  Moreover, it allows for connection with other third-party applications through the use of APIs. This allows businesses to customize their sales processes.

 

Challenges and Considerations

Adopting Microsoft CoPilot for sales comes with a few challenges. However, there are also solutions to these challenges. Below are a few.

  1. The fear of adoption of a new method of operation in organizations by employees. However, open communication with employees and training sessions can help curb this challenge.
  2. The express access CoPilot has to files and systems in organizations can be threatening due to sensitive data. This can be controlled with robust data governance to manage sensitive information effectively. 
  3. Many organizations struggle with the fear of content oversharing and data governance. This can lead to unauthorized access to sensitive information, increasing the risk of data breaches and potential misuse. Proper measures of data governance should be introduced, and access to data classified according to staff ranking and trust.

 

Future Developments in AI and Sales

As AI continues to evolve, some possibilities are yet to be unravelled in sales. Some of these include the following.

  1. Immense trust will be created through solid data privacy steps and ethical principles in employing AI.
  2. Smart conversational AI growing into fully fledged virtual sales agents. AI will be able to converse with customers much like real people, giving advice and even giving emotional support in their buying journey.
  3. Machine learning algorithms will grow increasingly sophisticated at processing historical data and market trends to foretell future sales. This will come with precision, will revolutionize resource allocation and target setting in organizations.

 

Conclusion

Copilot for Sales is an innovation that reshapes the sales workflow.  It automates routine tasks, increases productivity, and provides actionable insights. 

This integration enables sales teams to focus on strategic engagement for faster deal closure and better customer interactions. That’s a role AI in sales increasingly plays, driving efficiency and personalization.

 

 Register for Evolve Connect’s CoPilot Bootcamp! It’s Free. Register here. 

Boosting performance with copilot for sales

Boosting Performance with Microsoft CoPilot

by with No Comment Artificial IntelligenceCoPilotMicrosoft 365

 

Boosting performance with copilot for sales

CoPilot for Sales has been integrated with Microsoft 365 applications like Dynamics 365, Outlook and Teams. This makes it possible for business professionals to access Customer Relationship Management (CRM) data in one place.

CoPilot for sales helps sellers understand customer needs better. It assists with various functions such as sales, marketing and customer service.

What is Dynamics 365?

Dynamics 365 is a Microsoft business application designed to help organizations improve operational efficiency and reduce business complexity while controlling costs. It combines Customer Relationship Management (CRM) and Enterprise Resource Planning (ERP) .

Dynamics as a standalone application is an asset for business professionals. However, its integration with CoPilot makes it much more valuable, effective and formidable.

Key Features of Copilot for Sales

  1. It summarizes lengthy emails threads, and allows sellers to grasp the main message conveyed in the mail and make quick decisions.
  2. It simplifies data entry into the Customer Relationship Management (CRM) entries by extracting customer information from emails.
  3. It integrates with platforms like Dynamics 365 and Salesforce. This integration grants Sales personnel easy access to customer information on one platform without having to switch between multiple applications.

 

  1. Microsoft CoPilot gives real-time updates based on derivations from Customer Relationship Management (CRM) data. This helps sellers in quick decision-making. 
  2. Microsoft Sales CoPilot generates meeting summaries and action items at the end of meetings. This works with the transcription enabled at the beginning of Teams meetings as shown in the screenshot below.
  3. Microsoft Sales CoPilot analyzes Customer Relationship Management (CRM) systems and offers recommendations for leads and follow-up. This makes it possible for sales teams to take advantage of promising opportunities.
  4. Sales CoPilot suggests relevant leads and opportunities to pursue based on sales data.

 

Benefits of using CoPilot for Sales

  1. It reduces efforts on repetitive tasks.
  2. It reduces human errors, helping you achieve much more results.
  3. It helps you replace manual note-taking by attending your meetings, taking recordings, summarizing and providing action items.
  4. Sales CoPilot can help you suggest the right products to sell by observing the behavior and interests of your customers. This leads to the generation of higher revenues.
  5. Suggest useful content to share with customers. This may include videos, blog posts etc. It achieves this by monitoring how customers interact with your business.

 

Overall, Sales CoPilot saves a lot of time and increases productivity in business. Time is of the essence, and professionals can achieve so much more through the use of Sales CoPilot.

It is projected that by year 2028, AI will do up to 60 per cent of sales-related activities. This will make the sales process even smoother and provide the chance for personal engagement with customers.

With the assistance of Sales CoPilot, your Sales team can respond to any market fluctuation on time, thus keeping your business ahead of competition and attaining continued growth.

Conclusion 

Copilot for Sales is changing how sales teams work. By automating tasks such as data entry and email follow-ups, many hours will be freed to build closer relationships with customers and strategize. This ensures more deals close quickly and efficiently.

 

Join Evolve Connect’s Mastering CopIlot for Everyday Tasks with Microsoft 365. 

Register here.

 

Project Management with CoPilot

Project Management with Copilot

by with One Comment Artificial IntelligenceCoPilot

Project Management is one of the fields experiencing growth due to the introduction of Microsoft CoPilot. Project Management is time-consuming and requires a lot of precision to drive efficiency.

Project managers can automate repetitive tasks, improve collaboration and easily make data-driven decisions. In this article, you will learn how Microsoft Copilot can help your projects stay on track and deliver expected outcomes.

 

Benefits of Using Copilot in Project Management

Copilot can aid in Project Portfolio Management in the following ways.

  1. CoPilot provides actionable insights, helping you understand what needs to be done to improve workflow and productivity.
  2. CoPilot can automate routine tasks such as scheduling meetings, sending reminders, and generating status reports.
  3. CoPilot enables real-time collaboration by showing the latest updates in the project to team members as soon as they are made. This ensures everyone is on the same page and decisions are made quickly without having to wait for others to catch up.

Practical Applications of CoPilot in Project Management 

Project Management processes involve different technologies from Project initiation to closing. These technologies include Microsoft applications like Teams, Power BI, Word, and SharePoint. Microsoft CoPilot has been integrated with these applications to enhance productivity.

Here are some practical applications.

 

Meeting Management

CoPilot can assist you with note-taking and summarizing during team meetings. This makes project management more productive compared to the conventional method of note-taking on A4 paper. CoPilot comes into the meeting, takes those notes, and notes the follow-up tasks.

 

Here’s how it works.

  • Schedule a meeting on Teams by selecting the calendar icon on the toolbar.
  • Select the scheduled meeting to join as shown in the screenshot below.

CoPilot in outlook for meetings

  • Now you’re in the meeting, turn on transcription so that CoPilot can have access to the meeting, take minutes, and provide action items.
  • Click on the CoPilot button in the toolbar at the top of Teams as seen in the screenshot.

CoPilot in Teams

  • On the prompt that appears, click Start Transcription.

  • Click on Confirm to select your preferred language.

english language with transcription for copilot

  • CoPilot sidebar opens on the right-hand side. That means you have live access to CoPilot in the meeting.

CoPilot in Teams meeting

You can ask CoPilot to summarize the meeting, list action items or recap so far, while the meeting is ongoing using the Ask me anything about this meeting box.

  • Once the meeting is concluded, you can click on the view detailed recap to see the meeting note.

meeting recap copilot

 

Risk Assessment

Based on a project name and description provided as input, Copilot for projects can generate a work breakdown structure (WBS) and simplify planning processes. 

For ongoing projects, Copilot for project facilitates risk assessment by analyzing the risk register and providing suggested mitigations together with the probability that each identified risk might occur.

 

Task Planning

Task planning is done using Microsoft Planner. CoPilot in Planner analyzes your project name and description and creates tasks that you can modify. 

It generates task plan recommendations that show suggested durations and effort for each task, to help speed up the process.

 

To create tasks in Planner, complete the following steps.

  • Open Microsoft Planner. It’s available both in the Microsoft Teams app and as a standalone application.
  • Select Premium
  • Insert plan name
  •  Click on the Create button 
  • Click the CoPilot icon in the top right corner of the application.
  • The CoPilot sidebar appears on the right hand side. Tell CoPilot to generate tasks for the created plan as shown in the screenshot below and it will do just that.
  • You can add subtasks by entering prompts in the Ask anything box, and Copilot will add them.

 

Work Breakdown Structures (WBS)

Automatic generation of a WBS is intended to give the project manager a head start in the process of building a project delivery plan. It serves a similar purpose to a project template where related activities in the structure are contextually based on the scope and timeline of the project. 

As for a project template, the expectation is that the activities are modified to meet the detailed needs of the project. These modifications might include deletions, additions, and changes in duration, effort, dependencies, and assignees.

 

Getting Started with Copilot

Microsoft CoPilot for Project Management requires the Microsoft 365 CoPilot Subscription. You can get started with these tips. 

  • Begin by using Copilot for simple tasks, like creating a basic task list or summarizing meeting notes.
  • Use the generated outputs as a foundation, then refine and tailor them to your specific project needs.
  • Encourage team members to use Copilot for tasks.

 

Example Prompts to Maximize Copilot’s Utility

For Task Planning

 “Generate a task plan for a marketing campaign project.”

For Meeting Summaries

 “Summarize the key points and action items from today’s project meeting.”

For Risk Identification

“List potential risks for our software development project and suggest mitigations.”

For Progress Tracking

“What tasks are currently behind schedule, and who is responsible for them?”

You can try out other customized prompts that meet your needs.

Conclusion

Microsoft CoPilot is amazingly driving productivity in the professional setting.  With Copilot, project managers can now focus on strategic decision-making.

Organizations can expect faster project completion, reduced errors and better resource allocation.

Learn more on CoPilot here.

Enhance virtual learning with Copilot

Enhancing Virtual Learning with Copilot

by with No Comment Artificial IntelligenceCoPilot

Enhance virtual learning with Copilot

Microsoft Copilot is redefining the virtual learning experience. It is an AI assistant that understands students’ learning needs and can also help instructors streamline teaching processes. The future of education is a lot more fun and easy with Copilot.

 

Importance of AI in virtual learning

Copilot is available on all Microsoft 365 applications. The following features of Copilot can help you study efficiently.

  • Copilot helps students with study aids like simplified explanations of complex topics, information retention strategies and assignment aids.
  • It can also help you with real-time feedback, helping you understand your mistakes and how to improve.
  • CoPilot assists teachers with content and grading assessments

Benefits of Microsoft Copilot in Education

These are a few ways Microsoft Copilot can help you in your learning journey.

1. Microsoft Copilot can serve as a personal tutor. It allows learning at one’s own pace, using the suggestion of resources and exercises tailored according to the level of understanding.

For example, if you have a problem with mathematics, then Copilot can help you with additional practice problems with explanatory material that can meet your needs.

2. Copilot makes teaching convenient for tutors by doing routine tasks such as grading, making teaching timetables, and material management. Instead of spending hours grading papers, you can utilize the services of Copilot.

3. Copilot can add fun elements to lessons by generating quizzes, games, and interactive strategies, This can make the most boring subjects real and interesting. This interactive approach will keep your students interested and motivated, making learning enjoyable.

 

Key Features of Copilot

1. Copilot can generate lessons and quizzes for you. This makes study time more enjoyable and easy.

2. It can help students learn fast and grow by providing real-time feedback on their work.

3. Copilot is integrated with other Microsoft apps like Word and Excel. This helps increase productivity and fuel creativity.

 

Use Cases for Copilot in Virtual Learning

Copilot can help you learn better on online platforms in the following ways.

1. Copilot can help teachers brainstorm lesson plans or generate quizzes. Provide it with a topic, and it will propose activities as shown in the screen below.

CoPilot lesson plan use cases of copilot

2. Copilot can assist you in grading students. You only need to provide the rules for the examination and Copilot will evaluate it. For essays, criteria like clarity and grammar can be used to provide the score.

3. Microsoft Copilot in Teams provides a platform for collaborative learning. Students and instructors can meet, collaborate, and get valuable feedback from Copilot based on the discussion.

 

Challenges Addressed by Copilot

1. Copilot helps to manage the various styles of learners. This need seems to be difficult for educators to meet, but Copilot can assist with seamless strategies. The screenshot below is a perfect example.

copilot learning style

2. Using Copilot to grade students and schedule learning sessions helps reduce workload for instructors. This enables them to deliver efficiently.

3. Interactive content and instant feedback provided by Copilot keeps students interested and motivated to learn. It makes learning fun and effective!

 

Best Practices for Implementing Copilot

To successfully implement Microsoft Copilot in education, it is necessary to follow these best practices.

1. Instructors should be trained by Copilot experts on how to use the technology. This will enable them to integrate the tool effectively in their profession.

2. Ensure Copilot is properly integrated with the existing learning management systems to avoid conflicting issues with the administrators who operate the system.

3. Set up regular feedback sessions where teachers and students can share the experiences they have using Copilot. This helps improve its use and ensures it meets everyone’s needs.

 

Conclusion

Microsoft Copilot is shaping the future of virtual learning by using AI to create personalized experiences. Schools should adopt Copilot to enhance education, making learning more engaging and effective for all students.

How to use CoPilot in Outlook for email management

How to Use Copilot in Outlook for Email Management

by with No Comment Artificial IntelligenceCoPilot

How to use CoPilot in Outlook for email management

CoPilot in Outlook is changing the way employees use emails to increase productivity.  One major challenge that employees face is an overload of emails to read and respond to. This is where CoPilot in Outlook helps employees. This article highlights how CoPilot saves time for employees.

 

CoPilot in Outlook Integration

Microsoft Copilot is integrated with Microsoft 365 apps such as Outlook and Teams. Copilot in Outlook can do numerous tasks to increase efficiency and productivity.

1. Replying and Drafting e-mails

2. Summarizing long e-mails

3. Categorization of important messages.

 

How to Access Copilot in Outlook

CoPilot in Outlook is part of the package with CoPilot for Microsoft 365. Follow these simple steps to get access to Copilot in Microsoft Outlook.

  • – Create a Microsoft account or use your existing Microsoft account. Once CoPilot for Microsoft 365 is paid, CoPilot shows in Outlook.
  • – Open Outlook and sign in with your Microsoft account. Skip if you are already logged in.
  • – Locate the Copilot icon on the toolbar.

Copilot in outlook icon

This opens CoPilot in Outlook.

 

Key Features of  Copilot in Outlook

Copilot learns from interaction and adapts to your e-mail patterns over time.

1. Email Summarization

Copilot can be used to summarize long emails in Outlook.

  • – Open the mail thread that you want to summarize.
  • –  At the top of the email thread, select Summary by Copilot or “Summarize”.   It brings up a box for you to add your prompt. You can add a prompt with “summarize this thread and offer an alternative answer”.
  • – Copilot reads the thread and will come up with a summary, highlighting the main points. It will also suggest a response for you to send.

summarize with copilot in outlook

The summary shows at the top of an email and may include a numbered citation that links to the respective email in that thread when clicked.

copilot in outlook summary

 

2. Drafting Emails

CoPilot can be used to draft emails as a new email or a response to an email thread. To do these, follow these steps.

  • – Open an email thread you want to draft a reply for.
  • – Click the Copilot icon and select Draft with Copilot.
  • – In the Copilot prompt box, write a sentence that describes the type of email you’re looking to generate. For example, “draft a friendly follow-up email to John Smith about the upcoming merger and dinner party on 12/04/24.”
  • – Copilot generates a draft email in the reply box, based on the context of the email thread and the prompt.
  • – Review and edit the draft that is created. You can also request that Copilot “try again” or “refine” the suggestion, if the first draft isn’t quite what you wanted.
  • – Click “Add to email” and add the content Copilot composed to your email reply.
  • – Finish composing the email and send it.

 

3. Suggested Replies

Copilot will offer 3 short reply suggestions that are auto-generated from the content using natural language processing and machine learning. Follow these steps to use the suggested replies.

  • – Select the best Smart Reply to insert it into your email body.
  • – Review each Smart Reply carefully, make any required edits, and then click on Send.

 

Tips for maximizing Copilot

1. Save your favorite prompts in Copilot. This way, you can quickly use your most common email templates without typing them out every time. Group them into categories so you can find them easily.

2. When you get an email, Copilot will give you three short replies to choose from. Use these Suggested Replies to respond faster.

3. Make your emails look better with the Designer tool. It helps you create simple visuals and customize templates, making your emails more interesting and attractive.

Conclusion

The Copilot in Outlook eases email management with quick summaries and suggested replies, helping you quickly write emails. This helps save time and makes communication much easier.

 

Join our practical session on Introduction to Microsoft 365 and Copilot. Register and be an expert in AI.

 

How to Get fit with CoPilot

How to Get Fit with CoPilot

by with No Comment Artificial IntelligenceCoPilot

How to Get fit with CoPilot

Fitness has significant impacts on health and well-being. However, it can be challenging for people to maintain a fitness routine. These challenges may include a lack of time and motivation, stress and emotional hurdles, or unrealistic goal setting. Also, fitness and exercise are extremely important for good health for people who sit at desks and computers for long. 

This is just one of many areas where Microsoft Copilot steps in to help.

 

How to use Copilot for Fitness Training

1. Personalization

You can ask CoPilot to suggest exercises based on your needs and challenges.  Perform these actions with specific prompts of what you need.

For example:

exercise for sitting long copilot

Copilot provides the exercises in texts, explaining how to do it. This can be a problem as exercise is easily done with videos. So, to get videos specifically, input it in the prompt and it suggests a video from YouTube. From CoPilot, you can watch the videos and perform the exercises.

 

 

2. Health Challenges.

If you have been diagnosed with a medical challenge and you need a specific exercise, you can ask CoPilot to suggest exercises based on it.

For individuals who experience back pain, incontinence, and mothers who just gave birth, pelvic floor exercises are awesome. CoPilot provides the exercises and how to do them.

 

It also suggests the best time to do the exercises. You can try this with other exercises you need. If you experience constant back, and neck pain, you can ask for minimal exercises to do.

Specifically, you can watch videos of exercises and practice directly from CoPilot

 

Setting Fitness Goals

Fitness goals that are too broad in scope are frustrating. Below is an example of a specific and measurable fitness goal.

  1. Instead of saying “I want to get fit,” say something like, “I want to lose 10 pounds in the next three months.
  2. I want to do 20 push-ups without stopping.

Copilot can help you achieve this. These are specific and measurable.

CoPilot can help you provide personalized workout routines and nutrition advice, besides motivational tips. You only need to include details about your present level of fitness, your preferences, and any limitations (like injuries).

 

Utilizing CoPilot for workout planning

You need to provide the necessary details so Copilot can assist you with workout planning. The details below should be provided.

  1. Fitness level
  2. Goals – For example, weight loss, and muscle gain.
  3. Available equipment, and any specific preferences you have (e.g., cardio vs. strength training).
  4. Information about your fitness background, any injuries or limitations, and the time you can dedicate to workouts.

Based on this input, Copilot can generate a customized plan that includes exercises, sets, reps, and rest intervals.

 

Adapting plans based on feedback

CoPilot will tune your workout plan according to your feedback. If you find some exercises too hard, or overly simple, tell CoPilot about it.

This is how Copilot keeps the routine effective and enjoyable.

 

Limitations of CoPilot with Fitness

  • CoPilot currently doesn’t time and offers notifications for exercises. An alternative for this is to set a reminder in your calendar to do the exercises. As for timing, you can use your smartphone’s timer for the length of the exercises.

Conclusion 

CoPilot also provides support and boost for fitness through workout tracking. Integrate CoPilot into your regular routine to get individualized assistance on your health and wellness journey!

 

Register for our Introduction to Microsoft 365 and CoPilot Bootcamp and unlock the full potential of Microsoft 365

This hands-on training session will guide you through the essential features of M365 and introduce you to Copilot, an innovative tool designed to streamline your daily tasks. 

4 Ways Copilot is Important for support engineers

4 Ways Copilot is Important for Support Engineers

by with 3 Comments Artificial IntelligenceCoPilot

4 Ways Copilot is Important for support engineers

Support engineers are heroes who ensure systems run smoothly and issues are resolved promptly. With the advent of AI tools like Copilot, support engineers can become more efficient. Here are four ways Copilot is making a difference for support engineers.

1. Enhanced Troubleshooting Efficiency for Support Engineers

Support engineers are usually faced with the task of handling numerous tickets per time. This indicates that they need more efficient ways to get troubleshooting solutions to different problems they face.

These are some of the ways CoPilot helps with troubleshooting.

  • a. Suggesting initial troubleshooting steps based on error messages or system logs.
  • b. Suggests troubleshooting questions to ask customers.
  • c. Identifying potential problems to issues.
  • d. Automating repetitive tasks.
  • e. Providing initial responses (IR) to common customer inquiries.
  • e. Analyze images and documents to offer solutions.

Example: Alex, an engineer is tasked with resolving Outlook not opening in a client’s Mac. Traditionally, Alex would spend hours sifting through logs and calls to know how to resolve it. Copilot can quickly suggest potential causes and solutions.

Benefits: This not only saves Alex time but also reduces frustration, allowing him to focus on more tasks and provide faster resolutions to clients. The turnaround time leads to happier clients and less stress for Alex.

 

outlook not opening copilot resolution for support engineers

 

2. Documentation of Solutions

One major thing support engineers constantly do is document solutions to problems. This not only helps when they face other similar issues, but it is a required business process. 

CoPilot helps this way to:

  • a. Write professional documentation based on solutions.
  • b. Document in the format that’s expected for support engineers.

Example: Sarah, a support engineer needs to document solutions for a resolved ticket on Power Automate. This documentation is crucial for knowledge sharing within the team. Copilot can generate detailed documentation based on the steps Sarah took to resolve an issue, ensuring that the information is accurate and comprehensive.

Benefits: This automation frees up Sarah’s time, allowing her to work on other tickets and engage in more meaningful interactions with colleagues. It also ensures that her expertise is captured.

document issue with Flow CoPilot for support engineers

 

3. Enhanced Communication for Support Engineers

Support engineers communicate with clients via emails. However, this can be challenging with the number of tickets to handle. 

CoPilot helps with

  • a. Drafting emails to clients.
  • b. Suggest responses to client’s questions.

Example: Ebube, a support engineer, needs to send an email to her client based on issues resolved. Copilot can assist Ebube by drafting clear and concise emails on the steps taken to resolve the issue. 

Benefit: This support allows Ebube to maintain a personal touch in her interactions, as she can focus on other things.

teams resolution copilot

 

4. Enhancing Code Quality and Efficiency

Writing codes for clients to automate tasks is crucial for support engineers.

Copilot can help support engineers to enhance the quality of code.

  • a. Write cleaner, more efficient code, with fewer errors and improved system performance.
  • b. Identifying potential code issues and suggesting fixes.
  • c. Automating unit test generation to isolate problem areas.
  • d. Providing code completion and refactoring suggestions 

Example: Dayo, a support engineer, needs to write a PowerShell script to remove the licenses of 1000 users. This will help the client save time. Copilot can generate the code to remove the licenses, with an explanation of the code ensuring that the support engineer understands how to use the code.

Benefits: This automation frees up Dayo’s time, allowing him to quickly resolve the client’s issue and increase customer satisfaction. 

copilot with powershell script for support engineers

Challenges

While Copilot offers significant potential, there are also challenges to consider.

  • Data Privacy: Ensuring that sensitive customer data is protected when used for training and improving Copilot’s capabilities.
  • Dependency: Avoiding excessive reliance on Copilot, which could hinder the development of problem-solving skills among engineers.
  • Accuracy: Ensuring that Copilot’s suggestions are accurate and reliable, especially in critical incident response scenarios.
  • Integration: Integrating Copilot seamlessly into existing support tools and workflows.

 

 

Conclusion

Copilot is transforming the role of support engineers by enhancing their efficiency. These advancements not only benefit the engineers by reducing their workload and stress but also lead to better client satisfaction. By integrating Copilot into workflows, support engineers can focus on what they do best—solving problems and helping people.

 

5 Benefit businesses can benefit from M365 CoPilot 2

5 Powerful Ways Businesses Can Benefit from Microsoft 365 Copilot

by with No Comment Artificial IntelligenceCoPilot

 

5 Benefit businesses can benefit from M365 CoPilot 2

It is no longer a dream to have technology that saves time and helps businesses focus on the most important things. Copilot is one of them.

Microsoft 365 Copilot is not just a passing trend. It revolutionizes businesses and should be adopted by any business positioning itself to become an authority.

A survey carried out at Microsoft revealed the following about Copilot.

1. 77% of Copilot for Microsoft 365 users said that once they started using it, they didn’t want to give it up.

2. 70% of Copilot for Microsoft 365 users said they became more productive.

3. 68% of Copilot for Microsoft 365 users said the quality of their work improved.

Here are five proven reasons why this is true.

1. Simplified Content Creation

Think of drafting e-mails, reports, and presentations as usual but more easily and in less time. This bulk of tasks can be done with Copilot using only a few prompts.

Contents generated by Copilot are of quality. Improving the quality of content and shortening the time used means much more is accomplished in workplaces. CoPilot can also check for trends to create content for your business to get increased engagement.

 

2. Enhanced Collaboration and Productivity

Copilot has been built into Microsoft Teams, called Teams Copilot. It enhances collaboration among team members in the following ways.

  • If you happen to join a meeting late and want to catch up with the conversation, Teams Copilot can create a summary on the go to help you catch up.
  • Teams Copilot can track action items discussed during the meeting and send reminders to respective people in the team to follow up with tasks quickly. This fills the collaboration and productivity gap in many businesses.
  • Teams Copilot takes notes in meetings, summarizes key moments, and provides suggestions as follow-up tasks based on meeting discussions.
  • Copilot does not in any way replace the secretary at work but helps the secretary reach accuracy within a period of time.

3. Data Analysis and Insights

We simply can’t help but appreciate the power of Copilot. Imagine how much work experts need to provide business insight and analysis.

Copilot empowers even non-technical staff to do data analysis. This could be attained through the use of Copilot’s natural language processing capability. You only need to type what concerns you, and Boom, your analysis is ready.

Copilot can also organize your data into charts and graphs to enhance quick understanding at a glance.

These capabilities help save your precious time and increase productivity in your businesses.

 

4. Personalized Assistance

Microsoft has just added the Personalization profile feature to Microsoft Word Copilot. This makes it possible for you to decide the writing style Copilot uses in generating content whenever you are using it.

It works like the “sound like me” feature on Outlook to an extent.

 

5. Future Potential and Continuous Improvement

Copilot is sure to become a strategic asset for businesses beyond just a productivity tool soon. With support from partners like Milestone Technologies, Copilot can transform how teams operate and drive success in their roles.

Businesses can stay ahead of the curve by investing in training to keep up with the evolving updates and utilizing Copilot to automate routine tasks.

 

Conclusion

By adopting these factors, your business will develop an innovative capacity to compete in a rapidly changing environment. Try Copilot in your business, and reach out for its potential benefits to move your business forward.

 

Teams CoPilot in Microsoft teams

Teams CoPilot in Microsoft Teams

by with No Comment Artificial IntelligenceExchange OnlineMicrosoft 365

Teams CoPilot in Microsoft teams

Microsoft is passionately improving on their products to further enhance productivity. Teams has been around for some time with so many advantages. However, there are some disadvantages that come alongside which could mar the entire experience and discourage users. 

These disadvantages are not far from numerous redundant tasks and notifications. This can be overwhelming for team members.

 

The quick fix is Teams Copilot. 

Yes, Copilot can help with most of those redundant tasks, making it easier for you to focus on more specific ones.

 

Key Features of Teams Copilot

Eligible users can access Microsoft 365 Copilot in Teams app within private and public chats, and in meetings. 

The following features and capabilities of Teams Copilot makes it a game-changer for businesses and enterprises.

 

  1. Intelligent Recap of Meetings
  • It creates a summary of Teams meetings.
  • It includes a recording of the meeting.
  • Adds timeline with highlighted speeches, summaries of conversations, shared notes, and follow-up activities.

 

  1. Video Chat

With Teams CoPilot, you can enjoy some of these benefits.

  • Chat during meetings to generate content.
  • Create task lists.
  • Translate interventions in real time, 
  • Request a summary of shared information.

 

  1. Information Searching 

The following are examples of prompts you can use in Teams Copilot chat.

  1. Recap the meeting so far.
  2. Did the team agree on [topic]?
  3. Are there any action items for me?

 

  1. Content Creation

You can ask Teams Copilot to generate new content for communication and collaboration within Teams groups or enhance existing content.

By automating the process of summarizing conversations, meetings, and decisions, Microsoft Teams Copilot helps users stay organized, focused, and informed, even when they miss or join a discussion late.

 

Statistics and user testimonials

Research at Microsoft reveals that Copilot is making life easier for organizations. The following are a few testimonials from an online survey.

  1. 70% of Copilot users said they were more productive.
  2. 73% said they could complete tasks faster. 
  3. 64% said Copilot helps them spend less time processing email.
  4. 85% said Copilot helps them get to a good first draft faster.
  5. 87% said Copilot makes it easier to get started on a first draft.

See the complete statistics and testimonial here.

 

How Teams Copilot enhances online learning experiences

  1. Copilot helps instructors generate snippets, examples, and even summaries of the course.
  2. It fills the knowledge gap of learners and aids them in their struggles with personal learning needs. It aids collaboration among learners and offers suggestions.
  3. Copilot can evaluate students’ performance and is able to point out areas where corrections are necessary quickly. This speeds up the assessment process.
  4. It can offer learners real-time learning recommendations and make it possible to collaborate in a shared space like Microsoft team.
  5. Copilot can create a record of the meetings, determine what actions should be taken, and provide summaries to assist in learning for those who were not in a session to be able to quickly understand the main issues and decisions.

 

Conclusion 

Teams Copilot is a tool that boosts productivity. It doesn’t just help in communicating and teaming up, but also ope­ns up more avenues for cre­ativity. As Microsoft continues to upgrade the Teams Copilot experience, it will definitely e­stablish itself as a vital resource for companie­s. It’s a great tool for businesses wanting to harness the­ power of generative AI and drive innovation.