AMTRA Copilot Concierge

M365 Copilot Chat

What is M365 Copilot Chat? Think of M365 Copilot Chat as a super helpful assistant that you can call upon at any time. It’s like having a knowledgeable friend who can help you with various tasks throughout your workday.
Get answers. If you have any questions, whether they’re work-related topics or general knowledge, Copilot Chat can provide quick and accurate answers.
Draft content.
  • Need help drafting an email, report, or presentation? Copilot Chat can help you create a first draft quickly based on the criteria you provide it with.

 

Write and edit.
  • Copilot Chat can help you edit and rewrite your content or messages, making sure they sound professional, concise, and clear (one of our favorite use cases!).
Brainstorm.
  • Whether you need to generate ideas for a project summary or announcement or need help with your next team-building event, Copilot Chat can help you generate fresh ideas you maybe have not considered.
Research.
  • If you need information for a project, Copilot Chat can quickly gather and summarize relevant data, saving you time and effort.
Learn.
  • Want to learn something new? Copilot Chat can provide resources and guidance on a wide range of topics, from tutorials to industry trends.
Problem-solve.
  • Stuck on a problem? Copilot Chat can help you brainstorm solutions and offer different perspectives to tackle challenges.
Update and revise.
  • Use Copilot Chat to update existing copy and content to align with new messaging, new processes or other key information.  

Copilot Chat is now integrated directly into apps like Outlook, Word, Excel, PowerPoint, Teams, and more—bringing intelligent assistance right where you work.

Check out this 6-minute video for an overview of what's available 

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In Outlook

  • Summarize long email threads instantly
  • Draft clear, professional replies
  • Pull key information from attachments or related messages
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In Word

  • Generate first drafts from prompts or outlines 
  • Rewrite or refine existing content for tone, clarity, or length 
  • Ask Copilot to explain complex sections or suggest improvements
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In Excel

  • Convert natural language questions into formulas 
  • Summarize trends or create quick insights from data 
  • Build charts, pivot tables, or scenarios using simple prompts
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In PowerPoint

  • Turn a Word document or idea into a complete slide deck 
  • Rewrite speaker notes or refine slide content
  • Adjust layouts or visuals using plain-language request 
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In Teams

  • Recap meetings you missed 
  • Pull key decisions and action items
  • Ask questions about shared files right from the chat pane 
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In OneDrive & SharePoint

  • Get quick file summaries
  • Ask questions about documents without opening them
  • Locate the right file with conversational search 

Have a minute?

Check out these snackable videos and learn how M365 Copilot Chat can change your workday - one bite-sized piece at a time!
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AMTRA straight talk: What is a prompt?

Prompts are the instructions or questions that you use to tell Copilot what you want it to do. Here are some helpful prompting resources to help you get started!

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MACHINE-LEARNING

Learn about Copilot prompts.

Unparalleled Execution Capabilities

 Get better results.

Tailored-Strategies

Edit existing prompts.

EXPERT

Prompts to tryout.

Unmatched Responsiveness

Tips and tricks.

Personal Attention

Save your favorite prompts.

Curious about data security and M365 Copilot Chat? 

When it comes to data security, M365 Copilot Chat is designed with enterprise-grade protection, giving you peace of mind and ensuring your information is safe and secure. Security features include the following:

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Encryption

  • Your data is encrypted both when stored and transmitted, ensuring that it remains confidential and protected from unauthorized access.
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Compliance

  • M365 Copilot Chat complies with various regulations, making it a safer alternative to consumer AI tools that do not meet these standards.
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Data Protection

  • The platform provides enterprise data protection, ensuring that your data is secure and compliant with regulations.
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Secure AI Chats

  • M365 Copilot Chat offers a secure AI chat experience powered by GPT-4, ensuring a modern and safe interaction for users.

Ready to master AI prompting in M365 Copilot Chat?

If you said, yes, you need to check out this guide! Mastering AI prompting skills can significantly enhance your interaction with AI tools like M365 Copilot Chat. You you will learn how to:

  • Enhance productivity
  • Improve accuracy
  • Ensure a better user experience
  • Save and reuse your prompts
  • Prompting with multiple steps
  • Tailor your prompts to suit specific needs
  • Write open-ended prompts
  • Write close-ended prompts
  • Write contextual prompts
  • Craft effective prompts
  • Avoid common pitfalls and mistakes
  • And more!
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Download the PDF

“It can feel like an overwhelming task to keep pace with our changing digital landscape and the emergence of AI in the workplace. We see you and are here to help.”

Director, Digital Workplace Adoption Dawn Lutz
NEXT STEPS

Take your M365 Copilot Chat experience to the next level.

 

Interested in M365 Copilot Chat Training for your team?

Sign up for training sessions like "Getting Started with M365 Copilot Chat & AI Prompting" to develop your AI prompting skills and explore advanced features.

Engage with the Community

Connect with colleagues and industry experts to share experiences, tips, and best practices for using M365 Copilot Chat effectively.

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