What’s one of the biggest stumbling blocks to incorporating AI tools like ChatGPT and of course Microsoft Copilot into daily work? Well, I can tell you that from first-hand experience is it not knowing how or when to use it. In this blog I’ll explore a few scenarios where I believe anyone with a Copilot License can start seeing real tangible value from GenAI today.

What is Copilot in Microsoft 365?

I’m hoping by now that I don’t actually need to answer that one, but… In short Copilot for Microsoft 365 is Microsoft’s Generative AI chat bot, that is grounded (meaning it has access to) your Microsoft email, chat, documents and more and is also integrated (natively) into all your Microsoft 365 apps and services like Word, Excel, Teams, Outlook, Loop etc.

The goal of Microsoft 365 Copilot is to make us all more productive and creative what ever job we do and results from many of the customers we have been working with this past 12 months is impressive.

Overcoming the adoption hurdle

The biggest hurdle to getting regular and good results with Copilot is actually not what the tool can do or can’t, the expertise around ‘good prompting‘, as important as it is, but is in fact, realising the benefits of making Copilot part of everything you do through habit forming.

To do this, we need to get into the habit of using Copilot every day to really see the value we get from it little by little. many of our customers have this same problem and it’s not a Copilot thing, it’s a new technology thing. We are all so busy doing our jobs that many don’t have time to learn new things or try new ways of working.

Good adoption and successful use of any technology requires some input and perseverance from us as users. As we realise the value, we use these technologies more and the value we get from increases exponentially. Think about the first time a company introduced a word processor in place of a typewriter for example!

Adoption and Change Management, whether run internally (as part of any technology deployment) makes a huge difference to successful deployment and Copilot is a big change in how people work and what it can do, so it does need to be handled that way. Stats show that technology projects that have a proper adoption and change programme linked to them are significantly more likely to deliver the desired return on investment. According to Microsoft, proper change management can lead to 85% of users finding tools like Copilot helpful in getting to a good first draft faster.

Adoption and change management is not just training (though that is of course part of it). Its about helping people learn the tools within their roles, to see the benefits and to tell/show other team members so they learn and benefit together. At Cisilion, we know (first hand) and through the dozens of customers we are working with that one of the primary blockers to adoption of Microsoft Copilot is simply not knowing how or when to use it and so simply “forgetting about it”.

My Copilot Hero Scenarios

What follows next is 3 (three) Copilot for Microsoft scenarios that I use all the time that I can honestly say have become habit forming for me and many of my team.

1. Goodbye Internet Search: Firstly, I very rarely now ever use internet search to find information. Both in work and personal life, whenever I need to find information about something I turn to Copilot. Whether I’m looking at finding out about a new product, event, news story or whether it’s in my personal life, Copilot just gives me the details I need in seconds rather than giving me a page of search results which I have to sift through manually to see what is relevant. If you use SharePoint at work – this becomes even more powerful!
   
2. Email and Meetings (and calls): These are definitely the biggest use cases for Copilot in my daily routine. I simply don’t work or handle email and meetings in the same way anymore. One of the things Copilot can do really well is summarise what’s in my inbox and prioritise requests and things that need my attention – especially If I have been away for a few days. The same goes for meetings. I can pay more attention “in” meetings and have Copilot tackle notes for me, summarise things or even check things for me.
   
   Copilot can summarise actions, clarify points, and what is really cool is that it can do this for me even if I can’t actually attend the meeting (through a new feature called “Follow a Meeting“. Copilot in Outlook can summarise long email threads and can even draft replies for me in a professional manner so all I have to do is edit and refine before clicking send. Copilot also works on phone calls if you have Teams Phone by the way!
   
3. My Goto First: Copilot is the first place I go when I have a document, presentation or other document to read or reference. What do I mean by that?

Like us all, I get sent a lot of documents to read, review and comment on. I am now in a habit (I think it’s a good one) of using Copilot as my assistant as my first point of call every time. I always ask Copilot to summarise the document (Word does this automatically now when you open a document) so I can quickly understand the key points of the document before I read it more deeply. This is useful for getting up to speed quickly, determining if I need to read it (guess what – sometimes I don’t) or to help me understand the theme as I do read it. I also use Copilot to ask questions about a document (PDF, Word, PowerPoint etc).

I can also ask Copilot questions about the document such as, “does this business case make a clear and strong argument“, or “what is the financial impact of this proposal“, or “what risks have been identified in this project plan“, etc. I can use Copilot to help me spot gaps, or areas that the author might have overlooked or omitted. I can also ask Copilot to summarise things I do not understand in a simpler language or to help me get a new perspective on something.

Summary

Using any new tool, like Copilot sometimes takes time to realise the true value and power of what it can do. Working with Gen AI like Copilot is as revolutionary as the internet was back in the 90s. Many doubted it and now the world would stop without it.

If you are lucky enough to have a Copilot for Microsoft 365 license, then I suggest you try the above. Use it every day and share your successes with your peers. If you don’t have an adoption and training team in house, then reach out to a partner for help, check out the adoption hub at Microsoft or get some ideas from my other blogs, or from YouTube 🙂

Remember, think about and push Copilot to help you get more value at work and at home. Before starting any task, such as a presentation, meeting minutes or follow-up or research, think “Can Copilot help me here?“

Yes – there’s a bit of a learning curve, but the effort you in will be worth it (IMO).

Some video links…

I have a growing handful of use case and scenario videos I am happy to share below… Hope you find the useful. If you do.. Let me know.

https://youtube.com/@robquickendenmvp?si=8s9NGjjwfGEkLPSZ