Put Copilot to work for you
Get tips and tricks on how to use Copilot so your team can focus on the work that matters most.
Resources by role
Increase impact with role-based training
Empower team members by taking advantage of role-specific training and benefits. Encourage department leads and AI champions to facilitate role-specific training sessions and use real scenarios to showcase the practical benefits of Copilot in daily work.
Make a sales pitch
Simplify administrative tasks, research, and planning—so sellers can focus on their customers and winning new deals.
Prepare for the discovery session
Collaborate with your team and use Copilot in Loop to generate ideas.
Research the company
Prompt Copilot for a summary of the account, pulling in CRM insights with Copilot for Sales.
Review interactions
Ask Copilot to create notes prior to the meeting using email threads to understand what the customer needs.
Update the sales presentation
Use Copilot in PowerPoint to create a customized deck using relevant customer details.
Summarize the meeting
Review the meeting recap from Copilot in Microsoft Teams for key points and action items.
Create the proposal
Use Copilot in Word to draft a proposal with information from the customer meeting.
Create a new marketing offer
Streamline content creation and market research to reduce the cost spent per lead and boost brand value.
Brainstorm new offerings
Use Copilot to generate ideas for new product offerings and then draft a marketing plan using Copilot in Word.
Draft the announcement
Prompt Copilot to draft blog and social media posts using existing assets like your marketing plan.
Keep the team up to date
Have Copilot summarize meeting insights, questions, and action items.
Prep your sellers
Create a presentation with Copilot using your marketing plan or FAQ documents—then share it with your sales team.
Launch your campaign
Use Copilot to create tailored messages for each of your communication channels.
Analyze performance
Ask Copilot in Excel to evaluate and understand how the campaign landed.
Improve onboarding and development
Streamline the onboarding process and improve employee experiences, all while reducing costs.
Crowdsource onboarding resources
Gather input from team members about valuable onboarding resources, then summarize input based on the top votes collected.
Identify a network of support
Use Copilot to identify team members who could support or complement your new hire’s work.
Simplify policies
Ask Copilot to summarize policies and how they’ve changed over time to build context for the new employee.
Summarize key discussion points
Ask Copilot to locate chats and emails, then list main ideas discussed to help the new hire better understand the content.
Create an onboarding plan
Create a role-specific onboarding plan based on recent materials, summaries, and materials from subject matter experts.
Build learning materials
Ask Copilot to generate learning paths according to individual roles, learning styles, and career goals.
Review a financial contract
Speed up workflows, improve risk management, reduce spend, and enhance financial analyses.
Find the action items in your emails
Use Copilot to catch up on emails regarding the latest deal to prepare for a consultation with an internal stakeholder.
Recap a meeting
Catch up on the last meeting with the stakeholder using Copilot in Teams to ensure clarity on their latest requests.
Summarize the contract
Review the new contract with Copilot in Word, extracting key insights for the deal and associated revenue impacting the terms.
Collaborate with your team
Gather input with Copilot in Loop and align with the team on the technical accounting guidance for the customer agreement draft.
Prep for a meeting
Gain alignment with the stakeholders on the recommended accounting guidance, prompting Copilot for a meeting agenda.
Create an email response
Reply to the stakeholder using Copilot in Outlook with a concise but thorough summary of the recommended agreement updates.
Create an IT project plan
Increase digital transformation and optimize collaboration while scaling your workforce’s skills.
Summarize requirements and data
Use Copilot to summarize all requirements and related data to build the framework for the project.
Discuss the plan
Discuss the project plan and use Copilot in Teams to summarize the meeting with action items.
Brainstorm risks
Use Copilot in Whiteboard to capture a list of possible risks and categorize all the items at the end of the session.
Track progress
Use Copilot in Teams to produce channel activity summaries each morning.
Create a status report
Create a presentation based on the project plan to brief executives on the project status and results.
Revise support procedures
Document the process and draft change management materials for support teams and admins.
Take customer service to the next level
Improve resolution times, agent efficiency, and customer experiences to foster long-term brand loyalty.
Review customer history
Have Copilot summarize emails and customer meetings to consolidate information about a customer concern.
Identify the problem
Ask Copilot to gather product information from internal and external sources to help determine the next steps.
Connect with the product team
Ask Copilot to suggest questions for the product team based on the customer request and potential solutions.
Draft a response
Use Copilot to draft an updated response with relevant information from your meeting.
Meet with the customer
Have Copilot in Teams take meeting notes and summarize action items to keep the resolution process moving forward.
Share response
Have Copilot draft an email summarizing the service interaction and highlight how the customer concern will be resolved.
HOW-TO VIDEOS
Strengthen skills with ongoing learning
Achieve AI-powered productivity and go beyond the basics with Copilot. Learn how to use Copilot to help improve meetings, draft documents, create engaging presentations, and generate data-driven insights and analyses.
COPILOT DASHBOARD
Measure your impact
Understand how people are using Copilot—and get insights and resources to drive greater adoption—in the admin center and Microsoft Copilot Dashboard.
CUSTOMIZATION
Extend and optimize Copilot for your needs
Tailor Copilot to your business
Connect more deeply to your business data, apps, and workflows outside of Microsoft 365 using out-of-the box Copilot connectors and pre-built extensions. Or build your own copilots or extensions with the Microsoft Copilot Studio.
Continue your AI journey
Get Copilot for your organization
Energize your organization with an AI assistant to ease digital overload and take on any task.
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