Microsoft Copilot Guide

Some Definitions:
1. Copilot: This is the standard version, available for free. It provides basic AI assistance for
tasks like generating and editing images, accessing GPT-4 during non-peak hours, and using
various plug-ins like Designer and Vacation Planner.

2. Copilot Pro: This is a premium version of Copilot, costing $20 per month. It offers enhanced
features such as priority access to GPT-4 during peak hours, more boosts for AI image
creation, and access to Copilot in the free web versions of Word, Excel, OneNote, and
Outlook.

3. Copilot for Microsoft 365: This version integrates Copilot into the Microsoft 365 suite,
including Teams, Word, Outlook, Excel, and PowerPoint. It is designed for business use and
costs $30 per month. It offers seamless integration with M365 apps, enterprise-grade
security, and AI-powered collaboration within organizations. Copilot for Microsoft 365 has
access to the Microsoft Graph and inherits your existing Microsoft 365 security, privacy,
identity, and compliance policies, ensuring it's enterprise-grade.

4. Copilot Studio: This is a low-code platform that allows users to create and customize their
own Copilots. It's designed for those who want to build unique AI assistants tailored to
specific needs. Comprehensive tool for building AI-powered agents, which can be used to
automate and run business processes. Agents work alongside or on behalf of a person, team,
or organization and can seamlessly integrate your data.
Different Copilots:

Copilots for Life: Perfect for day-to-day tasks, Microsoft Copilot enhances your online search and
browsing experience, making finding the information you need easier and faster. It integrates
seamlessly with Windows 11 and Edge and is an excellent tool for work and creativity.

Copilot for Productivity: Boosting productivity by providing intelligent suggestions and automating
tasks in Microsoft 365 apps such as Word, Outlook and Excel, Microsoft 365 Copilot streamlines your
workflows, helping you get more done in less time.

Data and Analytics Copilots: Available in Microsoft Fabric, these Copilots help you manage and
analyze your data more efficiently. They provide valuable insights, help you make data-driven
decisions, and optimize your business operations.

Business Applications Copilot: Tailored for business applications, this Copilot integrates with
Dynamics 365 to enhance your business processes and customer interactions. It offers intelligent
suggestions and automates repetitive tasks so you can focus on what matters most.

Security Copilot: Ensuring your security is a priority for Microsoft. The Security Copilot provides
cutting-edge security features, helping protect sensitive information and maintaining compliance.

Functionality:
M365 Copilot:
Insightful link: https://www.proserveit.com/cloud-solutions/microsoft-365-copilot

1. Document Creation and Editing in Word:

o Content Generation: Copilot can draft text based on prompts, helping you create
reports, articles, or letters efficiently.
o Language Enhancement: It offers suggestions to improve grammar, tone, and clarity,
ensuring your writing is polished.

2. Data Analysis in Excel:

 o Automated Insights: Copilot analyzes datasets to identify trends and patterns, providing
summaries and visualizations.
o Formula Assistance: It helps in creating complex formulas by understanding your
requirements and generating the necessary calculations.

3. Presentation Design in PowerPoint:

o Slide Generation: Copilot can create slides with appropriate content and design based
on your input, streamlining the presentation creation process.
o Speaker Notes: It suggests speaker notes to complement your slides, aiding in effective
delivery

4. Email Management in Outlook:

o Drafting Emails: Copilot assists in composing emails, ensuring they are clear and
professionally structured.
o Summarizing Conversations: It can summarize lengthy email threads, highlighting key
points and action items.

5. Meeting Summaries in Teams:

o Transcription and Summarization: Copilot transcribes meetings and provides concise
summaries, capturing essential discussions and decisions.
o Action Items Identification: It identifies and lists action items, assigning them to
relevant participants.

6. Image Creation with Designer: Using DALL-E 3, Copilot generates images based on textual
descriptions, aiding in content creation and marketing materials.

Copilot Studio:
Designed for users without extensive coding experience, enabling the creation of virtual agents
through a guided graphical interface.

1. Customizable Agents: You can design agents tailored to specific needs, whether for
customer support, IT help, or any other business function. These agents can operate
independently, dynamically planning and learning from interactions1.
2. Integration with Microsoft 365: Agents created in Copilot Studio can be deployed directly
to Microsoft 365 applications like Teams, SharePoint, and more. This allows for seamless
integration into your existing workflows1.
3. Low-Code Development: The platform is designed to be accessible, allowing users to build
agents with minimal coding knowledge. It offers a variety of prebuilt data connectors and
workflows to streamline the development process2.
4. Data Connectivity: You can connect your agents to over 1,500 data sources, both Microsoft
and non-Microsoft, to enhance their capabilities. This includes integrating with your internal
knowledge bases, websites, and other assets1.
5. Security and Governance: Copilot Studio provides robust tools for managing and securing
your agents. This includes central admin controls, data protection measures, and visibility
into agent activities.
6. Publishing and Deployment: Once built, agents can be published to various channels,
including websites, social media, and internal applications. This flexibility ensures that your
agents can reach users wherever they are.

Copilot on Azure AI Studio:

With Azure AI Studio, you can build your Copilot using OpenAI's ChatGPT model. Trained on
billions of words, ChatGPT generates natural and fluent responses and learns from your
feedback. You can also monitor and manage your Copilot project from the Azure AI Studio
dashboard.

 Supports the development of sophisticated AI solutions, including complex copilots, by

providing access to a variety of models, such as OpenAI’s GPT-4 and models from
Hugging Face.
 Enables fine-tuning of models to meet specific business needs, offering extensive
features for
 Seamlessly integrates with other Azure services, such as Azure AI Search, to enhance AI
capabilities with features like vector search and data grounding.

Role Specific Copilots:

In addition to the general Copilot capabilities, Microsoft also offers role-specific Copilots for
specific tasks and projects related to roles and domains. They include Copilot for Sales and
Copilot for Services. These tailored AI assistants are designed to provide specialized support and
enhance productivity within specific roles.

1. Microsoft 365 Copilot for Sales:

Cloud-based service that integrates with your existing CRM system and provides real-time
guidance and insights throughout the sales cycle. It helps you identify the best prospects,
prioritize actions, optimize communication, and track progress.

o Lead scoring: uses advanced machine learning algorithms to analyze your leads and
assign them a score based on their conversion likelihood. This helps you focus on the
most promising opportunities and avoid wasting time on low-quality leads.
o Action recommendations: Suggests the next best actions for each lead, such as
sending an email, making a call, scheduling a meeting, or sending a proposal. It also
provides you with personalized templates and scripts that you can use or customize
to suit your style and tone.
o Conversation intelligence: records and transcribes your calls and meetings with your
leads and provides you with actionable feedback and insights. It helps you improve
your sales skills, identify key pain points and objections, and uncover hidden
opportunities.
o Deal tracking: monitors your deals and alerts you of any changes or risks that may
affect your chances of closing. It also helps you accurately forecast your revenue and
pipeline and identify gaps or bottlenecks in your sales process.

Microsoft Copilot for Sales, a role-specific generative AI, is available now and will cost $50
USD per user per month, including a Microsoft Copilot license for Microsoft 365.

2. Microsoft 365 Copilot for Service:

 o Access your knowledge: Copilot for Service can quickly search and retrieve relevant
information from various data sources to assist agents in resolving customer issues
with speed and accuracy.
o Customize to your needs: Copilot for Service can adapt to your specific business
scenarios, workflows, and terminology. You can train and fine-tune the AI model to
match your service style and quality standards.
o Embed in your tools of choice: Copilot for Service can integrate with the tools you
already use, such as Microsoft Teams, Outlook, Dynamics 365 Customer Service, and
Power Apps. You can also use the Copilot API to embed it in any other application or
platform.
o Fuel generative AI-powered conversations: Copilot for Service can generate natural
language responses and suggestions for your agents based on the context and intent
of the customer. You can also use Copilot to create personalized messages, follow-
ups, and surveys.
Copilot for Service is currently generally available, costing $50.00 USD per user per
month. It includes Copilot for Microsoft 365.

Copilot for PowerBI (Within Microsoft Fabric Model):

Under the Microsoft Fabric tent, Copilot in Power BI combines advanced generative AI with your
data to help everyone uncover and share insights faster. This provides a seamless experience for
data engineers, data warehousing professionals, data scientists, data analysts, and business
users. Fabric offers a unified SaaS platform that consolidates an organization’s data and analytics
in one place.

GitHub Copilot:
AI-powered tool that generates code suggestions based on your context and intent. It can help
you create new functions, write tests, and fix bugs.

GitHub Copilot is powered by OpenAI Codex, a deep learning system trained on billions of lines
of public code. It understands natural language and code syntax, adapting to your coding style
and preferences. GitHub Copilot works with various languages and frameworks like Python,
JavaScript, Ruby, React, and TensorFlow.

Disadvantages/Limitations:
 Copilot's capabilities are heavily dependent on specific platforms and file locations. For
instance, it may not be compatible with certain Excel functionalities, limiting its usefulness in
some scenarios.
 Limitations with Email: Copilot was also unable to directly search through my email folders
on command or provide the user with any specific information from within email messages.
Instead, Copilot utilizes the Microsoft 365 backend/Viva Insights data to give a general
overview of emails that have been sent. This limitation makes Copilot ineffective when it
comes to managing emails.
 Inconsistent Performance: We experienced mixed results with Copilot’s chat summarization
feature, ranging from comprehensive summaries to oversimplified outputs. Similarly, its
responsiveness and accuracy in providing responses in Word documents have been erratic.
There were times we waited over 30 seconds to get a summary, which may not sound like a
lot, but when you’re sitting there watching, you could have just read the message.
 Performance Issues: Copilot’s speed in generating responses and summaries has been
subpar, leading to frustration. Additionally, interruptions during tasks, such as canceling
summary generation by clicking on another chat, hindered my productivity.
 Copilot is not designed for specialized data science tasks. It excels in productivity tasks like
summarizing, automating reports, or generating simple data insights but lacks the
capabilities for handling complex data science pipelines or coding ML models.
 While Copilot can integrate with prebuilt AI models, creating or fine-tuning custom models
requires separate tools and platforms like Azure AI or other data science frameworks.
 Cannot make real-time decisions for mission-critical systems (e.g., healthcare diagnostics or
industrial process optimization).
 Cannot independently design and develop fully functional software applications. While
Copilot can assist with code snippets and suggestions, creating an entire application requires
significant human effort and expertise beyond its scope.
 When co-pilot accesses data from Microsoft Graph, it cannot access data from the internet.