Be an email Ninga with Copilot in Outlook

Copilot in Microsoft 365 is an AI-powered assistant designed to provide information, answer questions, and engage in conversation. It uses Open AI’s ChatGPT 4 technology plus your apps and data to deliver relevant and useful responses directly from the browser or from your Office apps like Word, PowerPoint, and Outlook, making it a hugely accessible and valuable.

Note: Copilot is not included within the standard Office 365 subscription, meaning that to access Copilot across your Microsoft 365 apps and services you need either a Copilot for Microsoft 365 license ($30 pupm for organisations) or a Copilot Pro license ($20 pupm for individual and family subscriptions). 

Copilot in Outlook

Copilot adds huge value across many of the core Microsoft 365 apps and service, but in the context of Outlook, I see Copilot as a huge time saver and productivity booster. Copilot in Outlook can help users manage their emails more efficiently, easily schedule meetings, quickly following up on emails and authoring better emails. Since Copilot understands the context of the email, the wider thread, and even tasks, Copilot can provide suggestions and actions that are tailored to the user’s needs.

Let’s look at how Copilot in Outlook works and what it can do.

Using Copilot in Outlook

First things first, to use Copilot in Outlook, you need to be using the new Outlook experience (or Outlook on the web). To do this check that the new Outlook Experie4nce toggle is set to on.

New Outlook Toggle

1. Summarising an email thread.

With an email open, you’ll see the Copilot Summarise icon at the top of the email thread. With an email selected, you can simply click “Summary by Copilot” and Copilot will scan through the entire email thread to look for key points and will then generate a summary for you.

The Copilot summary will appear at the top of the last email of the conversation as illustrated below.

Within the summary, Copilot includes citations (indicated by small reference numbers), which are hyperlinks back to the corresponding email within the conversation thread. You can see here; five emails have been pulled together to create the key points I need to know.

2. Drafting an email

In my experience, this is the feature that will save you the most time whilst also helping to ensure your email is polite, on-point, profession and inclusive in tone.

To use the Draft with Copilot feature, simply click on the button to reply to an email or start a new one. You’ll see that Copilot automatically offers you several quick options. Select “Custom” to generate a personalised draft. In the example below, I am going to use Copilot to help me author an email to my builder.

In the Draft with Copilot dialog, we simply describe what we would like to say. You can use the settings button to change things like tone and length.

Copilot will then generate you a response. Once created you can tweak the response, change, modify it or ask Copilot to regenerate. Copilot can be quite “creative” so be sure to review the draft and modify it as needed. The video example below shows the immediate response and a change I ask it to make. You can keep asking for changes until you are happy or accept the draft and make the final changes.

Drafting with Copilot in Outlook.

3. Replying to an email with Copilot

This is like drafting new email, but when replying to an email, Copilot also has better context, since it has access to the entire email thread making the drafted responses, in my experience, more accurate on first take!

In this example, I am replying to an email about a Gang Show event being run by the Cubs and Scouts.

When I click Generate, Copilot drafts me an email. Notice how it has read the context of the email I am replying to and has even automatically calculated the cost of the tickets I want to purchase based on the pricing that was shown and by assuming that I might want two adult and two child tickets. Adult tickets are £10 and children’s tickets are £6, so the £32 is correct!

Using Copilot in Outlook to reply to an email.

4. Coaching with Copilot

The next area Copilot in Outlook can help you is in its “coaching” ability. Here, you do the drafting and let Copilot help you with making sure the email is “on-point”. This is like using tools like Grammarly or Microsoft Editor but is more aligned to the specific email you are writing or replying to.

Using my previous example of the email to my builder, I am this time drafting an email and then asking Copilot to “coach me”. You can see in the video below, that Copilot provides me with tips to make the email better. It does this by suggesting changes to tone, specific detail and clarity based on the context of the email content.

Coaching by Copilot in Outlook.

In coaching mode, Copilot does not make changes to the email for you. Instead, it provides guidance and advice for changes based on its suggestions. You can then copy and paste the suggestions directly into the email draft.

5. More features coming soon.

Microsoft Copilot in Outlook is already great and saves lots of time, especially in drafting and summarising emails. Copilot, like the rest of Microsoft 365 is constantly evolving and there is a roadmap you can access here. Of interest in Copilot for Outlook – my upcoming favourites are:

  • Schedule from email with Copilot: Often you may want to transition a conversation from an email thread to a meeting. From March 2024, Copilot will help you do this by being able to start scheduling right from the email conversation. This will save time and effort by generating a meeting invite that’s ready for you to review and send. Soon, when you click on “Schedule with Copilot” a meeting form will appear with a Copilot generated meeting title, agenda, and conversation summary as well as a pre-filled attendee list from the email thread and an attachment of the original email thread.
  • Follow a meeting: This is new meeting response (RSVP) option coming in June 2024, that will go beyond the traditional Accept, Tentative and Decline choices geared towards individuals with high meeting loads and conflicting meetings each day. Follow is the ideal RSVP option for meetings you can’t attend but still want to stay engaged and receive info about. Other attendees will be able to see if you are following a meeting.

Conclusion

Outlook has long been a staple in the world of email and personal organisation. With the integration of Copilot, it takes a significant step forward in enhancing user experience. Copilot’s features are designed to streamline the way users manage their emails and schedules.

Drafting emails can often take up a significant portion of your day. Copilot assists with email composition by providing suggestions and completing sentences, making the process of writing more efficient. This is especially useful when you’re drafting responses to a large volume of emails or need to quickly send out a professional reply. Copilot’s AI-driven writing assistant helps maintain consistency and tone across your communications.

Microsoft’s aim is to make Outlook not just a tool for reading and sending emails, but a comprehensive assistant that augments productivity and organisation. With Copilot, Outlook becomes more than just an email client; it’s a powerful ally in managing your digital communication and scheduling needs. Copilot also works on Web and Mobile.

Using Copilot in Whiteboard.

Copilot inside Microsoft Whiteboard

Microsoft Whiteboard is a blank canvas where users can draw, sketch, and write, just like a physical whiteboard. It allows multiple users to collaborate on the same Whiteboard in real-time. Whiteboard offers a range of features that enhance collaboration, creativity, and productivity in both professional and educational settings.

Here are some key features of using Microsoft Whiteboard:

  • Flexible and infinite digital canvas
  • Provides ink to shape and Intelligent Ink Recognition
  • Supports co-authoring
  • Allow simple ways to create and annotate content using sticky notes and text boxes
  • Insert images and documents
  • Fully integrated into Microsoft 365 and can be used in Teams Meetings.

Using Copilot in Whiteboard

Using Copilot in Whiteboard revolutionises idea generation and project collaboration, by helping people get started quickly with brainstorming and ideas . This is great when you want to use Whiteboard to collect and inspire ideas but don’t know where to start.

Copilot in Whiteboard makes it super easy to:

  1. Instantly generate fresh ideas and envision concepts in innovative ways to kick start a brainstorming session.
  2. Transform abstract thoughts and words into captivating end engaging visuals.
  3. Arrange and re-arrange ideas into logical categories to make Whiteboards easier to work with – improving clarity.
  4. Create new ideas and angles and overcome obstacles.

Getting Started with Copilot In Whiteboard

When you first start Whiteboard (assuming you are signed in with a Microsoft 365 account that has a Copilot license assigned). You can use Copilot on a new Whiteboard or on an existing whiteboard you have already created Whiteboards.

From a new or existing Whiteboard, you can summon Copilot by clicking on the familiar Copilot button which sits at the right of the tool bar.

On summoning Copilot, you are presenting with a “familar” Copilot prompt. From here you can simply describe what you want. In example below, I wanted to create a new whiteboard space to help me capture ideas about an upcoming team away day.

Within a few seconds, you’ll see Copilot come up with some discussion ideas as per the example below.

From here, we can edit our prompt, modify the prompt, ask for more ideas or simply accept and insert it. In this case Copilot has sugested Post it notes, which makes sense based on my prompt. Here, am going to Click on insert.

I am quite happy with this, but i do want to add a section about where we should have our offsite and what activities we should do.

I can of course, just add to this myself, or if I am feeling (lazy) or just keen to use Copilot. In this example, I’ve added my own postit and asked Copilot to suggest some locations and activities we can use for the away day.

Using Copilot with an existing Whiteboard.

You can also use Copilot with an existing Whiteboard to do things like create a summary of your Whiteboard content and notes. To do this, open a Whiteboard, click the Copilot button and ask it to summarise, suggest new content or catagorise any post its etc into catagories.

You can also, of course, also use as above to add new content or help you with inspiration.

What can’t Copilot do?

At the moment Copilot is mainly focussed around activities that involve post it notes. I’d like to see this extend to drawing visualisations, recommending templates, populating post it notes and changing layouts based on content. I’d also like to see it be able to take a set of bullet points from an email or Teams chat and create a whiteboard from that!

Don’t get me wrong, it’s helpful and really great and these idea generation and kick starting a whiteboard but there are other applications I’d like to see.


Interested to hear how you get on with Copilot in Whiteboard…..let me know in the comments!

Copilot is coming to OneDrive

Copilot is still very new and as such the pace of updates and wider use across the Microsoft 365 estate is ever changing and evolving.

Copilot in OneDrive is one of these upcoming changes. Using Copilot directly from OneDrive (consumer and Enterprise) will allow you to ask open-ended questions and get information from files in your OneDrive without having to open the files first.

What is also really cool is that it will let you with with one or multiple files at a time. It will support files with DOC, DOCX, FLUID, LOOP, PPT, PPTX, XLSX, PDF, ODT, ODP, RTF, ASPX, RTF, TXT, HTM, and HTML extensions.

According to the Microsoft 365 Roadmap, this is expected to start rolling out in May 2024.


You can read more by checking item 381450 on the Microsoft 365 Official Roadmap.

For the rest of the updates in public roadmap you can check here.

Copilot gets cool little animations in the latest Windows 11 Insider build

The latest Windows 11 preview build is now rolling out to Insiders in the Canary and Dev Channel. This build (26052) is significant, since it is the first designated “Windows 24H2” build that has been made available to Insiders. It brings a number of new features and enhancements and Microsoft say its the beginning of what will be an AI infused set of updates that will come to Windows 11 this year.

One of the most noticeable things in this build (and partly to mark the 1-year birthday of Microsoft Copilot) is the introduction of new Copilot animations that are being tested. 

Image (c) Microsoft

The Copilot icon will now animate into a pencil or picture icon whenever you copy text or an image to your clipboard, indicating that Copilot can help you with the content you have just copied.

Interacting with Copilot Animations

Whenever content is copied to the clipboard and the intimation is show, users can hover the mouse over the animated Copilot icon to see a choice of different options that Copilot can do for you with the text or image just copied.

  • With text, you are presented with options to summarise, explain, or send directly to Copilot for further user defined queries and requests.
  • With images, you get an option to explain the image along with additional options to edit the image – which then takes you to the Microsoft Designer app.

With this build, Microsoft also supports the ability to launch Copilot by just dragging an image onto the Copilot icon in the taskbar, which then opens Copilot. If Copilot is already open, you can now also drag and drop an image into the text box in Copilot and type an action that you would like to perform on the image content.

Privacy

The content is not automatically sent to Copilot without your permission. The animation of the Copilot button is there to simply guide/remind you that it can help, but nothing is shared to the Copilot System until you choose too. Copilot can’t access your clipboard without consent.

First impressions

It’s an overall really handy shortcut, and one that will help less technically aware/savvy users that Copilot is available to help with content. I find this better than annoying advertising style pop-ups…

We are trying out a new experience for Copilot in Windows that helps showcase the ways that Copilot can accelerate and enhance your work.

Microsoft Windows Team

I especially like the drag and drop on to the Copilot logo and text input fields as this simplifies and shortens the time / steps needed to interactive with Copilot.

Two-weeks with Microsoft Copilot | Teams and Outlook.

Title Image for using Microsoft Copilot for two weeks

I have been using Copilot for Microsoft 365 for two full weeks in within our organisation (no test/dev platforms) since Microsoft made this more generally available on the 14th January 2024.

Two weeks on, I wanted to share my experience of using Copilot in Microsoft 365 fairly aggressively. I am breaking this blog into a series, focusing on different aspects of the experience starting today with the apps I spend most time in (as I am sure you do too) – Microsoft Teams and Microsoft Outlook.

The other question I will try to answer is – so far, two weeks in, is it worth the £25 pupm!

Great Expectations

Despite working with organisation readiness since June with a focus on organisational data and security readiness, using a combination of labs and “closed” demo labs, this was the first time I had real hands-on exposure to the hype that is Microsoft Copilot. Like many, I was impressed by the many iterations of Microsoft’s sizzle videos, sneak peaks and on-stage demos from Microsoft and their early access programme (EAP) users and as such I was extremely excited to finally get my hands on the real thing and use it within our organisation (as part of an internal adoption trial).

One thing to note, before diving into this blog is that my personal expectations for Copilot were (and still are) extremely high.

The Copilot Onboarding Experience

This walks through the first couple of days from getting a license to being able to use Copilot in anger.

I closed my Office 365 apps (we are running on latest versions which is a pre-req) and slowly the Copilot experience begin to “light up in my apps”. First to get Copilot treatment was Microsoft Teams, followed by Microsoft Word. A few hours later, Copilot “lit up” in other apps including Loop, PowerPoint and Excel followed the next day (yes next day) in Outlook. The mobile apps also became Copilot active about the same time.

On getting a license assigned, I received an email tell me my organisation had assigned me a Copilot for Microsoft 365 license, but nothing happened in my apps.

I closed my Office 365 apps (we are running on latest versions which is a pre-req) and slowly the Copilot experience begin to “light up in my apps” – but not all at once. First to get Copilot treatment was Microsoft Teams, followed by Microsoft Word.

A few hours later, Copilot “lit up” in other apps including Loop, PowerPoint and Excel followed the next day (yes next day) in Outlook. The mobile apps also became Copilot active about the same time.

Other members of our initial internal pilot, had a similar experience but not in the same order.

One thing to note, is that if you are part of the first tranche of users within your organisation, then, Microsoft “kicks off” the Sementic index engine which runs across your tenant. This takes a few days (longer for larger organisations) and works from most recent events and content backwards. This means that things seem to “turn on” or “work” at different times initially. Users added later have a more rapid onboarding experience.

A Word on Data Preparation

Much of the technical preparation and guidance for organisation adopting Microsoft 365 Copilot is around data readiness and the need for “proper” adoption and training for users as Copilot is not like another new feature you simply turn on – well at least if you want to get the best out of it and demonstrate high returns on your £25 pupm investment. Much of this “readiness” is not a new requirement as such, but the way in which Copilot works is, and should, be a wake up call for organisations to spend time implementing a proper data governance and lifecycle policy.

Much of this preparation is just good practice, but in Copilot terms, not having the above will impact not only the user experience but accuracy and usability of the service unless you spoon feed it the data you need.

Why? This is because, what makes Copilot unique is it’s access to the Microsoft Graph and your underlying data which is powered by Microsoft 365 Search and the Semantic Index. This involves three key pillars around data;

  • Understanding where your data is located and who has access
  • Understand the context of your data – this includes key words, titles, versioning etc
  • Understanding the data the organisation needs (and does not need) – archive, search terms, lifecycle management, retention etc.
  • Access and accessibility – data privacy, security (access control), and other policies in place.

This many organisations, getting these things in shape (if not already) is not a simply task – it takes time, structure, training (especially if you are going to label and classify data) and often process change. If you don’t have these things in place, its not a show stopper for Copilot but it might mean you expose existing risks (Copilot operates under the user’s context). As such, Copilot is a good trigger point/reason to look at this – whilst ensuring good business change, adoption and training are undertaken to give users the information they need to work better with your company data

Once concern I have, is that with the entry point to Copilot now just a single license, organisations may not give this area the right level of attention which may lead to user issues, sudden changes in policy (what do users have access to) and un expected results.

That said, if you are working in Teams and Outlook where the data it is referencing is more recent, relevant to the meeting or conversation or “part” of the chat or email – the data stuff is less relevant…

I have covered this more in other articles….

Copilot for Microsoft 365 – First Impressions

#BeyondExpections and far better than using ChatGPT

Ok this is a bold statement but you need to remember that Microsoft 365 Copilot uses GPT-4 (and GPT-4 Turbo) under the hood.

Copilot in Microsoft 365 instantly adds value to my day. What makes this so so so much better that a standalone tool (and even Copilot in Edge) is the fact that it is embedded natively into your Microsoft 365 apps and services. There is then the fact that not only does it work in the context of your apps, it also operates within your organisations Microsoft 365 data and compliance boundary and the way in which it leverages the Microsoft Graph to “perform its voodoo”. Copilot in Microsoft 365 uses a sophisticated data access methodology which uses Retrieval Augmented Generation against content and context, retrieved from the Microsoft Graph (with the Semantic Index). This means that Copilot not only understands what data to use, but is also aware and understands the relationships with the data, it’s context, your meetings, emails, recent files, team members, people relations and interactions and more.

Image (c) Microsoft – The Microsoft Graph

The combination of Copilot and the Graph API enables Copilot’s powerful features, and this is just the start. Microsoft also supports the increasing use of connectors and plug-ins, which allow data ingestion or connection to the Microsoft Graph. This means you can “plug-in” or “connect” third-party data sources to Copilot and extend its reach beyond the Microsoft 365 environment, while still being protected by the “trust boundary”.

In my two weeks, I have found the performance of Copilot across all the apps fast and interactive and much better than I experienced with Chat GPT and the “free” version of Copilot in Edge (Bing Chat)] The main reason for this is that Copilot using the most recent and premium versions of the Open AI Large Language Models (LLM), which use the newest GPT-4 and GPT-4 Turbo models which mean they are not only faster but can work on, and create bigger documents, process more input and leverage multiple data sources in which to form its’ response.

Hands on with Copilot in Teams

We spend a lot of time in meetings. According to Microsoft’s Work Trend Index report most of spend between forty (40) and sixty (60) percent of our week in meetings so if there is anywhere that Copilot can make a welcome impact its Teams.

Copilot in Microsoft Teams is your personal assistant before, during and after meetings. The during bit is really impactful.

Using Copilot During a Meeting

In order to use Copilot to it’s fullest, you need to make sure that meetings are transcribed (ideally recorded too). Transcribing and recording a meeting retains the transcript and recording for you to “recap” later (see Teams Intelligent Recap). As the meeting organiser, you can also choose to allow Copilot in the background without transcribing (if enabled by IT), but be aware if you do not transcribe the meeting, you will not be able to use Copilot once the meeting has finished. For best results, make sure you transcribe the meeting at least (but ensure you tell or ask people first!).

When the meeting is running, you’ll see the Copilot button in the meeting ribbon and activating it, brings up an integrated interface to the right to the meeting (just like the chat window does).

Copilot “button” in Teams Meeting

Note: Copilot prompts are only visible to you. Other participants cannot see or access your prompts or see Copilot’s analysis or results from what you ask.

Using Copilot After a Meeting

When a meeting has finished (whether you didn’t attend it, missed it, or had to leave early), you can access the meeting recap from the “recap” tab in the meeting. The recap contains the notes taken in the meeting by attendees, the recording (if recorded) and the transcript (if transcribed). If you have Teams Premium or a Copilot License, you also see see the “AI Generated” notes, which contain notes and suggested actions generated by Teams AI [this is both a Teams Premium and Copilot thing].

Just like the in-meeting experience, Copilot opens in the right hand pane, where you can interact and use your prompt (as questions) to extract the information you need.

While Copilot generates the answers, it always displays the reference time in the meeting and who said it, so you can jump to the transcript or meeting recording (assuming the recorded or transcribed). This is useful in case of course the transcription is not 100% leading to Copilot making an assumption based on the transcript. Always good to check right!!

What can Copilot do in Teams Meetings?

Using Copilot in Teams is such a game changer in meetings.

You can ask Copilot literally anything around what was said in the meeting, what something means, what questions were asked, actions, sentiment and more.

The table below, shows some examples prompts against the use-case or ask that you may typically have depending on your role in the meeting (or if you attended it or not).

The example on the left is an example of how Copilot outputs the response based on the last use-case example in the table.

Use-casePrompt
Summarise the meeting so farSummarise the meeting so far. Put the information in a table clearly stating the topic discussed, key points and opinions of each people.
Discuss Pros and Cons of the topics discussedCreate a table of pros and cons for [insert topic] discussed in the meeting.
Assess the mood of the meeting.What was the sentiment of the meeting? Which people expressed their views the most and did the participants generally agree with each other?
Assess the effectiveness of the meetingWere there any unanswered questions in the meeting that need to be followed up.
Plan the follow up.What was agreed in the meeting, what suggestions were made and what would the suggested next steps be? Put the results in a table and identify the most suitable owner for each action.
Use cases and action examples for Copilot in Teams

Using Copilot in Chat (and Channels)

Copilot is also really helpful in chats or when working in conversations within Team chat. Here I see two main use cases.

  1. To catch up or summarise chat threads, missed messages or other information
  2. To help you communicate better and more to the point.

You can ask Copilot to suggest next actions from the chat context, summarise the thread or create replies for you.

Using Copilot in Chat Threads from Microsoft Teams

This available now in Chat and coming “soon” to Channels Chat in Team sites too!

Things you may choose to ask in a chat window could be.

  • Show me highlights from the past x days.
  • What decisions were made?
  • What questions have been asked since xxxday?

Hands on with Copilot in Outlook

The second place (well mine) we all spend far to much time is Outlook. Its where many conversations (that could be an IM in Teams) happen, but also where many business to business communications and more formal communication takes place.

I have been using ChatGPT and Copilot In Edge since they first came out to help me re-write “some” emails or to help me adjust the tone of what I am writing, but Copilot in Outlook takes this to a whole other level.

Its worth noting that Copilot in Outlook is still “evolving” and is not yet (disappointingly) on par with the promotional “sizzle” videos Microsoft have been showing off (but it is coming). Today Copilot works in three ways.

  1. Drafting with Copilot – where you can tell Copilot what you want to see and it will draft the email for you or you can pick from standard “templated” responses.
  2. Coaching with Copilot – where Copilot works “with” you while you are writing to help you perfect/tune your email or response
  3. Summary by Copilot which provides as it says an overview of a thread of emails which is really useful if you are catching up on a long email conversation.

Drafting with Copilot

This is what most will be familiar with (and expecting) if they have used Copilot in Edge, or Chat GPT to write text based stuff. The main difference with Copilot in Outlook is also that it can reference and access recent files inline. Here is an example of an email I asked Copilot to draft.

Copilot in Outlook – Drafting Example.

Coaching with Outlook

This is similar to drafting, but works more like Grammarly or Microsoft Editor. Instead of drafting the entire email, you start it off and then Copilot works with you on the fly to provide guidance about how to better shape and perfect your email. In this mode, Copilot doesn’t re-write the mail, it helps you to perfect it.

Copilot in Outlook – Coaching Example

Summary By Copilot

This is used to bring together an email chain (the longer the better) into key points and actions. It is not replacement for manually combing through the email thread but is really useful for playing catch up.

Summary By Copilot in Outlook.

More AI things are coming

many of the other really cool feature are yet to go live in Outlook. One of the ones I am waiting patiently for is the ability to “Follow a Meeting”. Follow will be a new meeting response (RSVP) option that goes beyond the traditional Accept, Tentative and Decline choices geared towards individuals with high meeting loads and conflicting meetings each day. Follow is the ideal RSVP option for meetings you can’t attend but still want to stay engaged and receive info about.

When you follow a meeting, you will get all the updates and insights about the meeting without having to attend it. It is expected later this year.


Two weeks in – Is Copilot worth the cost?

It’s still early days, but here’s my initial view. Hell yeah!

We are of course talking about just two weeks of use, in which I have “got my head around it”, educated my self (mainly out of hours) on how to write good prompts to get what I need it to do and then of course put it to practice in real life. Over that time, I:

  • Have used Copilot in Teams to take notes, write up actions and also share a summary a notes to my OneNote. Across 10 meetings, I estimate it saved me ~15 mins per meeting.
  • Used Copilot in Teams to record and take notes in 5 meetings I could not attend and then used Intelligent Recap (both a Teams Premium and Copilot feature) to capture meetings notes and actions. All five meetings were 50 mins in length and given the time I used (around 15 mins) to review the minutes and notes,this saved me 35 mins per meeting that I did not attend without me missing the “beat” of the meeting.
  • Used Copilot in Outlook a fair amount to reply to emails quickly, redraft a few team update meetings and project progressions as well as to recap email threads. I would guess this has probably saved me about an hour or so in all over the past two weeks.

If I add these up (excluding gains in using Copilot in other apps) this has given me back:

  • [15×10]+[35×5]+[1×60] = 385 mins / 6hrs 25mins over ten days
  • Around 12 hrs 50 mins (over 4 work weeks)

If we assumed an average IT role of £51k p/a – then this equates to a cost of £26.15 p/h (using £51,000/52weeks/37.5hrs). A Copilot for Microsoft 365 license is £25 pupm so based the example above (using my experience over the past two weeks) then we see :

  • Productivity saving of 12.83x£26.15 = £335.50 per month per person
  • Return on Investment of 12.62

Coming next – Word, Loop and PowerPoint

In the next blog, I’ll be covering my experiences with Copilot in Microsoft Word, Loop and PowerPoint which are the next set of apps I used most (after Teams and Outlook).

I also really would love to hear your views on Copilot for Microsoft 365

Copilot for Microsoft 365 coming to Windows 11 Copilot.

OK.. That’s sounds confusing but here’s what it’s all about.

If you are a fan of Copilot, you’ll know that Microsoft has Copilot in Edge (formerly Bing Chat and Bing Chat Enterprise), Copilot in Windows 11, Copilot in Microsoft 365 (whixh domains the tech news last week) and other flavours of Copilot across their product suite.

Copilot in Windows will now leverage Copilot for Microsoft 365 for licensed users.

Very soon, those with a Copilot for Microsoft 365 license will be able to access it right from the Windows Desktop using Copilot in Windows!…

Still confused?

Currently, you can use Copilot for Microsoft 365 365 in Microsoft’s Office apps and Teams, where you can chat with Copilot, ask questions, get answers, and generate content. But with Copilot for Microsoft 365 on Windows (that is still a mouthful), you can do all that and more, without leaving the desktop.

This means that rather than having different a Copilot experiences, Copilot in Windows will adapt based on other licenses that you have. So if you don’t have a Copilot for Microsoft 365 license, then Copilot in Windows will continue to act as it does today. If you do have a Copilot for Microsoft 365 license however, then Copilot in Windows will adapt and give you access to the full Copilot expeeience.

Availablity

Microsoft say that Copilot for Microsoft 365 on Windows will be available from February 5th, 2024.

Enabling Copilot for Microsoft 365 on Windows

Copilot for Microsoft 365 on Windows will not be enabled by default on managed Windows 11 devices. Enabling this will need to be done by IT admin using a temporary enterprise control while in early release meaning that organisations can choose whether to allow or block it.

Microsoft Copilot Pro: A staggering grand a year for a family of four!

Microsoft need to take urgent action to bring the awesomeness of Copilot Pro to their huge Microsoft 365 Family subscriber base without breaking the bank.

I was really excited to hear that Microsoft had annouced Copilot Pro bringing the power of Copilot into the heart of the consumer version of Microsoft 365 Family or invidual for £19 per user per month

Whilst I’m keen to try this out to see how this could benefit consumer users and families. I became rather shocked when I did the quick calculations on the cost for our family of four!

Family of four – A Thousand Pound a Year.

Yes, you read that correctly..

There is no doubt this will be an awesome addition to anyone using Microsoft 365 apps, but one thing you need to be aware of is how Copilot Pro is licensed for Microsoft 365 Family subscribers.

Firstly, let me say that Microsoft 365 Family is a bargain. For just £79 per year (I actually paid £59 on) for a family subscription which covers up to 6 people with full access to Microsoft 365 apps (online and full desktop and mobile apps which can be used in up to five decives each), 1TB storage for OneDrive, Microsoft 365 Family Safety and more. It’s great great value.

On a previous blog, I showed how you can add Copilot Pro to this subscription for £19 a month (which is £228 a year) which is a multiplier of X3 based in the £79 RRP price) which sounds staggering but could “probably” be justified….

But it gets worse…

Why… Well if you want all your family members to have access to the features of Copilot Pro (for example your kids for school and uni), you need to buy a Copilot Pro license for every member of your family you wish to use Copilot Pro.

This means an extra £19 per month for every family member on top of the Family Microsoft 365 subscription. We are a family of four!

12.5x the price

In my family of four, assuming my wife and two children needed / wanted a Copilot Pro license, our £79 a year subscription would increase by 12.5x to a staggering £991 a year

Wow…. Just wow.. That’s a lot of cash.

Of course not all the family may need a Copilot Pro subscription and at this price I imagine just the primary user would buy a license and then “use the same account” to access Copilot Pro.

Whilst this would t work in a corporation, as a family this is much viable.

Microsoft – please make this affordable for Families.

I get the hype and excitement about Copilot in Microsoft 365. I have been using it for a week where I work and beielve me, it is truly remarkable.

In the consumer world however, I just cannot see a Microsoft 365 Family subscriber adding a Copilot Pro license for any more than one user.

Of course not all may need it, and of course the free version of Copilot is brilliant for anyone that needs the power of ChatGPT in Windows and the web browser, Microsoft need to think about this key subscription and make the price for Families much much lower…

Microsoft…. Please look at an affordable price for these Family subscriptions.. I’d happily pay a small price per addiotnal user above the primary user but £1,000 for a family of four (in my case) is crazy….


I welcome your comments Microsoft 365 Family subscribers….

How to get OpenAI’s GPT-4 and DALL-E for free

You will probably be aware that Chat-GPT offers both a free tier (Chat GPT3) and a paid “plus” tier which costs $20 and upwards and includes more features and the new GPT-4 engine.

  • The free tier is limited, is based on the “older” ChatGPT-3.5 model and doesn’t include any image creation tools.
  • The Plus tier costs $20 and gives you ChatGPT-4 (the newest fasted and accurate model) and the ability to create AI images using DALL-E and ability to web search!
OpenAI ChatGPT Pricing Models. Free version and Plus version, which is $20 per user per month.

However, you can get access and use (legally) all the plus features (and more) including GPT-4 and DALL-E for free – by using Microsoft Copilot in Edge (you may know this as Bing Chat).

How to get all the features of ChatGPT-4 and DALL-E for free.

Microsoft Copilot is the brand Microsoft have given to their AI technology which is all built on the very same ChatGPT technology built by OpenAI. In face Microsoft own a significant portion of OpenAI and have been developing together for years.

Here’s why you really want to take a look.

  • Microsoft Copilot is 100% Free.
  • It uses the latest Chat GPT-4 models and you also get access to Image Designer which is built on DALL-E version 3.
  • It is available as a dedicated app on iOS and Android,
  • It is built in to Windows 11 (and soon Windows 10)
  • It is also built into Microsoft’s Edge browser (this is built on Chromium technology – so is essentially Chrome but better!).

Corporate users also get the same free version but with Enterprise data protection, meaning chat data and content is not used to train their consumer models.

Introduction to Microsoft Copilot

Copilot is Microsoft’s AI powered Generative AI tools built on the latest Open AI versions of Chat GPT large language model (LLM) and the DALL-E image creation technology. By using Copilot, users get access to this for free without having to pay the $20 per month subscription fee for ChatGPT Plus.

To get Copilot, you just need to head over the Apple Store or Google Play Store and search for Microsoft Copilot.

You don’t need to sign up, but if you do sign in with your Microsoft account (you can create one for free if you don’t have one) , you get access to more features and can have more detailed and longer conversations with the chatbot. This is definitely worth doing if you plan to use Chat GPT / Copilot more than a couple times a day…

This offers amazing value. Copilot is a free and amazing tool that uses the state-of-the-art AI models from OpenAI, including GPT-4 and DALL-E 3. Copilot gives you access to the same innovation and functionality that Microsoft is embedding into its premium products and services for both individual and business customers. DALL-E 3 is an impressive AI model that can produce stunning photos, artwork, stickers, backgrounds, and other images from your instruction / prompt.

Getting Started With Copilot – What can it do?

Welcome to Copilot. This is the ultimate chat tool for creating and exploring amazing content. If you have used Chat GPT before, you already know how powerful and fun it is. But Copilot takes it to the next level. With Copilot, you can not only use chat to search, but also use it to access and manipulate data from the internet (how cool is that?), and even generate stunning images with your words. And if you use Copilot from the Edge browser, you can also analyse and work on content from any web-page – that’s awesome, right? Don’t believe me? Just see for yourself.

Getting started is super simple – whether you are using the browser, Windows 11, or a mobile app. You can simply use the ‘Ask me anything’ prompt to type your question or instruction (this is called a prompt), upload an image, or paste some text in, or tap the microphone icon to speak to Copilot. Copilot has the ability to reply with audio as well as displaying results on screen which is nice.

The following images show the different starting screen on different devices.

Some things Copilot can help you with.

Copilot (as the prompts suggest) can be used to perform a powerful range of text and image based tasks, research and more. For example, you could use it to help you…

This table, show the outputs of these steps based on the prompts I used. Why not follow along and adapt the prompts to suit your need. You may need to tweak them to get the desired result.

Desired OutcomeSample Prompt (instruction)
A story about a car that can fly.Write me a story about a family that take their new car out for a drive only to find it has the ability to fly. Make the story funny and limit it to 3 paragraphs“.
Drafting an email about a specific topic.I need to write an email to my team explaining that we are planning to restructure the team to align to our new coprate vision. Draft me an email that will be both empatetic but also direct about the change that is happening.”
Summarise a documentOpen a PDF document in the browser. “Summarise the key points of this document into 3 sections including a summary, key points and a conclusion“.
Compare different things (such as products) and present the information in a preferred (e.g., a table) format.I want to go on holiday with my 2 young children over xmas next year where the weather will be warm and sunny and near a beach. Create a table with some different places we could go that are good for children, expected costs per person and the location. Ensure flight times are under 5 hours.
Rewrite a body of text (document, email body, report).Instruction: Open a document you are working in word or powerpoint in the browser. Highlight a body of text and select “write” from the context menu.
Text based awesome things Copilot can help with or perform for you.


This table, show the outputs of these steps based on the prompts I used. Why not follow along and adapt the prompts to suit your need. You may need to tweak them to get the desired result. You can create these prompts directly in Copilot or for more control and fun. Just go to. https://designer.microsoft.com .

Desired OutcomeSample Prompt (instruction)
Create social media content about a [brand launch] or something else.“Create me an image for social media to promote my new webinar I am launching in March on AI technolog in the retail industry.”
Create an image such as an illustration for the story we just created above.“I have written a story about a family that take their new car out for a drive only to find it has the ability to fly. Create me some illustrations of a flying car taking off for the story using in coloured pencil sketches for a childrens book.”
Create an image for a blog site or report. I need to write a financial report for the return on investment of AI technology in the enegery sector. Create me a modern, line art image I can use on the front cover. Make it look professional with minimum colours”.
Explain an image by asking questions about a local image or doc on the webUse the upload image box to upload an image from your phone or computer and then ask Copilot to “describe the image or create you some alt-text”.
Recreate an image using AI. Upload an image and then ask Copilot to create a new image based on this. For example: “Create a new image that uses the same background but adds some farm animals ouitside the building
Image based awesome things Copilot can help you with or perform.

Here’s a bonus cool prompt you can try.. I have endless fun with this..

Vibrant red eyes, dark green baby dinosaur in a forest with leaves hiding some people his cute but fierce face. BLACK background with faint outlines of forests and mountains in the background. studio photography, close up

Great Designer Image Creator Prompt.
Created with Microsoft Image Designer

Conclusion

Microsoft’s Copilot app is now available for iOS and Android users. It ships with a ton of features, including the capability to generate answers to queries, draft emails, and summarize text. You can also generate images using the tool by leveraging its DALL-E 3 technology. It also ships with OpenAI’s latest LLM, GPT-4, and you can access all these for free.

Wait.. There’s more.

OK, so there is more.. You can also opt to purchase Copilot Pro…. For £19 pupm for individual for Microsoft Family subscriptions you get aceess to event better GPT4-Turbo, faster speeds and much more more.

Read about Copilot Pro here..

What is Copilot Pro?

Microsoft have announced a new version of Copilot, called Copilot Pro which brings the core features of Microsoft 365 Copilot to individuals and families using Microsoft 365 Personal or Family subscriptions.

The free version of Copilot is still available (see below) for those happy with the extensive features and services (which include access to Copilot with OpenAIs GPT4 and Dalle-3 image creator but don’t need to Microsoft Office integrations offered by Copilot Pro. Here’s how they differ.

Copilot Free Edition

This is still ideal for anyone who wants to use Microsoft’s extensive Generative AI and image technology to find information, create new content, summarise and rewrite and have access to DALL-E 3 image creation technology (outside the Office 365 apps) and enables users to:

  • Access to Copilot via Windows 11, The Edge Side bar, the web (Copilot.Microsoft.com) and also as a dedicated app on Windows, Android, macOS and iPadOS
  • Use CHAT GPT-4 and GPT-4 Turbo for free (with some speed limitations during peak times).
  • Access Copilot via text, voice and images in conversational based search with up to 30 iterations (turns) per conversion and no limits on the number of chats.
  • Access to Microsoft’s Designer image creator (powered by Open AI DALL-E 3) with 15 speed boosts per day.
  • Access to consumer aligned plug-ins available from third party providers such as OpenTable, Skyscanner and Spotify.

Copilot Pro

This premium service costs £19 per user per month ($20) on top of your Microsoft 365 Personal or Family subscription is aimed at individuals and families (or people that work from themselves) who want to Turbo charge their productivity and use Copilot directly from within their Microsoft 365 apps like Word and Outlook as well getting Premium, faster access to GPT-4, GPT-4 Turbo, along with additional premium features within Microsoft’s Bing image creator and Designer

With Copilot Pro, you get:

  • Priority access to GPT-4 and the newest GPT-4 Turbo features with no performance caps during peak times.
  • The ability to access Microsoft Copilot directly from within Microsoft 365 apps like Word, PowerPoint and Outlook. This can be used to create and re write content directly from the Office apps for content creation, drafting documents and emails, create presentations and summarise data in excel.
  • Premium features and newest features first with DALL-E 3 including ability to create content in landscape format. Subscribers also get more image creation boosts with this rising from 15 to 100 per day with Designer (formerly Bing Image Creator).

How to get Copilot Pro now

You can subscribe to Copilot Pro for $20 \ £19 a month. What is good is the commitment is only one month so can be cancelled at anytime.

Copilot Pro for Individuals.

https://www.microsoft.com/en-gb/store/b/copilotpro?rtc=1


Word of caution of pricing on Family Subscriptions…

One thing you need to be aware of is how Copilot Pro is licenses for Microsoft 365 Family subscribers. You usually pay your £79 per year for the family subscription which covers up to 6 people with full Office 365, OneDrive etc.

You need to buy a Copilot Pro license for every member of your family you wish to use Copilot Pro. So this is an extra £19 per month for every family member on top of the Family Microsoft 365 subscription.

So my family of 4 that takes a Copilot Pro version of Microsoft 365 Family to over £1,000 a year! We just use a single license!


As a consumer or individual will you be investing in Copilot Pro or is the free version enough for you.

Microsoft 365 Copilot now available for everyone including CSP customers.

Today, 15th Jan 2024, Microsoft has announced that Copilot for Microsoft 365 is now available for organisations of all sizes and individuals with no seat minimum. Microsoft Copilot Pro was also announced for Microsoft 365 Personal and Family users.

Originally annouced in March 2023 and then hitting general availability for enterprises in November 2023 with a 300 seat minimum commitment.

Copilot for Microsoft 365 is Microsoft’s AI-powered productivity tool that uses/is based on the OpenAI ChatGPT 4 large language models (LLMs) and integrates your business data with the Microsoft Graph and Microsoft 365 Apps, working alongside employees core business apps such as Word, Excel, PowerPoint, Outlook and of course Microsoft Teams.

Copilot Pro and Copilot for Microsoft 365

Copilot for Microsoft 365 Business

Microsoft has today announced that Copilot for Microsoft 365 is now also generally available for small businesses with Microsoft 365 Business Premium and Business Standard licenses. What’s more, they can purchase between just one and three hundred (well 299) seats for $30 per person per month.

Copilot for Enterprise and Commercial with no minimum purchase

Microsoft has also removed the 300-seat purchase minimum for commercial plans and made Copilot available for Office 365 E3 and E5 customers.

Copilot for Microsoft 365 teaser video. (c) Microsoft

Commercial customers can now purchase Copilot for Microsoft 365 through Microsoft Cloud Solution Provider partners such as Cisilion.

Plus Copilot ‘Pro’ for individuals

Finally, Microsoft has also annouced Microsoft Copilot Pro which is aimed at comsumers/individuals.

Available “soon”, this is a subscription bolt on for Microsoft 365 Personal and Family subscribers bringing the power of Copilot to everyone.

Unlike the free Copilot experience (available in Edge and Windows 11), Microsoft’s Pro version will serve as a “single AI experience” that runs across your devices and also works (like the version for Business) from within the Microsoft Office apps including Word, Excel, PowerPoint, Outlook, and Microsoft 365.

Users will also get “priority access” to OpenAI’s latest AI model GPT-4 Turbo even during peak usage times and can also choose between different GPT models in a later update. Users also get enhanced AI image creation with Image Creator from Designer (formerly Bing Image Creator), with 100 boosts per day while bringing more detailed image quality as well as landscape image format.

Copilot Pro for Individuals. Video (c) Microsoft

Copilot Pro will also (soon) allow users to build their own Copilot GPT, a customised Copilot tailored for a specific topic, in the new Copilot GPT Builder with just a simple set of prompts.

People/families will be able to subscribe to Copilot Pro for $20 per month/per user.


You should still prepare though…

Whilst this makes it more attractive to organisations of all sizes and also helps organisations “test it out”, my worry is this will just be treated alike a product and as such organisations risk dabbling and not putting the effort in to making this a success.

My advice is to still follow the adoption and readiness guidelines around data protection, life cycle management and governance and security to ensure that Copilot gives the best results, provides real ROI and drives real outcomes. For now though the huge barrier to a pilot of Copilot is removed which in turn should help adoption, testing and business case development.

Adoption, training and change management is also super important..

The cover lots of this in my previous sets of blogs amd articles here.

Windows 11 PCs to get Copilot key as Microsoft embeds AI in Windows.

Windows Keyboard with Copilot Button

Microsoft today, 4th Jan 2024, announced that Copilot in Windows is coming out of preview. They also announced the next significant step forward for Copilot in Windows and the future of the AI Powered PC. Microsoft say that the future of Windows, Silicon and Copilot, are the next stage of enabling the significant shift towards “a more personal and intelligent computing future where AI will be seamlessly woven into Windows from the system to the silicon, to the hardware“.

The next technology shift, driven by AI innovation is continuing to grow exponentially and is posed to fundamentally change the way we use and access technology forever.

“From reinventing the way people search with Copilot in Bing, and unlocking productivity with Copilot for Microsoft 365, to reimagining how people get things done on the PC with Copilot in Windows”.

Yusuf Mehdi | Chief Marketing Officer | Microsoft


Microsoft, in their blog, talk about 2023 being the year of the birth of Generative AI, with 2024 being the year of the AI Powered PC.

The AI Powered PC

As significant as the introduction of the Windows Key was in the 1990s, the introduction of a new Copilot key will be the first significant change (in over 30 years) that is coming to the Windows PC keyboard starting with new devices shipping this year.

The Copilot key, which will sit near the space bar and replace the right ALT-GR key on most keyboards, will invoke the Copilot in Windows experience to make it seamless for people to engage Copilot in their day-to-day work or lives and is designed to make it easier for everyone to be part of the AI transformation more easily.

AI – from Chip to the Cloud

In same way Microsoft approaches security – Chip, OS and Cloud, they are taking the same approach with AI. Starting with their own NPUs in Surface and now across their eco system OEM partners, Microsoft say that there is huge momentum from AMD, Intel and Qualcomm, all of whom have launched dedicated NPUs to unlock the power of edge AI processing in their latest chipsets and with the Consumer Electronics Show (CES) just round the corner, we expect to see many new innovation and advances coming from Microsoft and the rest of the Windows OEMs this year. This powerful combinations and advances coming to Windows OS, their Copilot Cloud system and advances in NPUs, the next twelve months seem very exciting.

Microsoft say they are committed to the pace of development in Copilot and Windows and are positioning Windows to be “the destination for the best AI experiences”. This combined with the development of their AI Cloud Services and the new local processing made possible by new hardware and silicon, will allow Windows to be an “operating system that blurs the lines between local and cloud processing“. The year ahead promises to be nothing short of extraordinary!

Note: Copilot in Windows is being rolled out gradually to Windows Insiders in select global markets. The initial markets for the Copilot in Windows preview include North America, United Kingdom and parts of Asia and South America. It will come additional markets over time.

Microsoft Surface first?

It’s unknown at the moment what OEMs will start to ship devices with the new Copilot key, but according to leaks and social media, Microsoft is rumoured to be launching updates to the Surface Pro Surface Laptop family this year and these will ship with the new Copilot key.


If you want to lean more.

Read the full article from the Windows Blog.

Read more about Copilot in Windows on my blog here.

Microsoft Copilot now fits in your pocket with new Android app

The world of Copilot is evolving quickly… You take a couple of days of downtime over the Christmas break to find that Microsoft has launched a new Copilot app for Android which can be downloaded from the Google Play Store.

The Copilot app (which is essentially just the Copilot bits of the Bing App), allows users to interact with Copilot like they would with the standalone Open AI ChatGPT. It can be used to ask questions, get help with stuff, creating images using Bing’s Image Creator all from text (or voice) prompts.

Copilot app for Android

Today, the app allows consumer users (you need to sign in with a Microsoft account) to access the app but doesn’t yet allow sign in from commercial Microsoft 365 accounts but presume this will be added in due course.

It is only available on Android today, but has the same functionality as the Bing app, so iOS users can still use that.

Copilot is powered by GPT-4 and DALLE 3, which provide fast, complex, and precise responses, as well as the ability to create breathtaking visuals from simple text descriptions.

Here’s some of the text-based things you can do with Copilot app:

  • Draft emails or re-phrase pretty much any piece of text
  • Create stories, scripts, plays, or game ideas.
  • Summarise complex or long documents including PDFs.
  • Translate documents of text from one language to another
  • Proof-read documents and compare against a scoring document.
  • Create personalised travel itineraries.
  • Write and update CVs and more.

Here’s some of the image-based things you can do with the Copilot app:

  • Create images, or complete pictures using text input.
  • Leverage a different set of styles such as cartoon, photo realistic or pop-art
  • Generate custom backgrounds images.
  • Create logo designs for blogs or your new company ideas.
  • Create illustrations for books.
  • Create images for blogs, cards, eBooks or social media.
  • Use or take a photo and have Copilot describe it create a new image based from it.

Example

In the example below, I am using Copilot to create a new image from a photo of some batteries. You’ll see how Copilot also tries to be smart and give some valuable tips about battery disposal.

Getting the best from Copilot

Getting the best results from using Copilot (or any Generative Chat based AI tool), is all about the prompt (the instruction we use to ask Copilot what we want it to do).

Check out my blog and example videos on how to get the best from these tools.


You can download the app for Android -> here.

Cisco and Microsoft: Simplifying Enterprise Collaboration.

In early 2023, Cisco and Microsoft joined forces to deliver a better user collaboration and meeting experience for their customers.

This partnership enables Cisco’s Webex video devices to connect to Microsoft Teams meeting services. This collaboration aims to provide customers with simplified and accelerated interoperability options when using Cisco Webex Teams and Webex Meetings solutions.

This was a major announcement at the time, as traditionally Cisco had gone head-to-head with Microsoft competing against Teams with their Webex offering. Times have changed and the vision they had is now a reality and I’m really excited to be able to show this off in our new Client Experience Centre in London.

Collaboration spaces that are agile and innovative.

Post COVID-19 office workplaces are different to what we had before, and organisations are investing heavily in creating workspaces and meeting spaces that are designed for the hybrid way we all work. Every organisation I work with is following new guidelines, rethinking, and creating spaces that are more innovative and agile than ever before.

People are at the forefront of shaping the way work is performed, and they need the right spaces and collaboration technologies to get work done even faster. These tools must work seamlessly together to be impactful in enabling teamwork that leads to better results, higher productivity, and engaged employees. Above all every space and the technology within them needs to work not just with in person meetings but accepting the fact that at least one meeting attendee will be remote ant that not every organisation uses the same collaboration platform, (Microsoft Teams, Cisco Webex, Zoom etc.), and some use more than one).

Cisco and Microsoft raise the bar in cross collaboration.

For the past year (almost), we have seen almost all of Cisco’s meeting devices become certified on Teams, but it doesn’t stop here.

Cisco and Microsoft have been working on refining the way cross join works between their Webex platform and Microsoft Teams to create a seamless meeting experience regardless of what platform you join from. This is not only good from working with other organisations that don’t use the same meeting platform as you, but also internally where some departments or regions may use different meeting platforms. Cisco and Microsoft’s approach enables an enhanced direct guest join capability from each other’s meeting/video endpoint their respective meeting service. In the case of Cisco, their need meeting endpoints which are certified on Teams have the ability to natively run both Cisco Webex and Microsoft Teams at the same time and switch in real time to the relevant platform without any user intervention.

There are several benefits to this partnership approach and are designed to meet the customer wherever they are on their investment, migration or interoperability need:

1. Simplified Collaboration with Cross Join: The partnership between Cisco and Microsoft simplifies the collaboration experience for users. It enables users to connect and collaborate with teammates, partners, and customers seamlessly using WebRTC (or Cloud Video Interop (CVI). Cisco offer both native meetings on Teams and Webex whilst still providing the ability to access all Microsoft Teams Rooms (MTR) features along with a full experience for Webex meetings with one touch join. Today, only Cisco devices can do this.

2. Interoperability beyond just meeting join: Users can see the presence status (available, busy, away, or offline) of their contacts within both platforms and can share content (there are some limitations) and also chat between both platforms.

3. Leading Sustainability: Organisations with an existing investment in Cisco Webex technology that want to retain their investment in Cisco Webex whilst also wishing to invest/support Microsoft Teams either within their environment or to improve collaboration with their customers. Cisco hardware has environmental sensors which can monitor air quality, room temperature, ambient noise and light and use up to 70% less power than previous generations of room kit. The Cisco Control Hub software also provides a great job of providing end to end analysis and trends of the data from these sensors not only across their meeting room technologies but also across their network infrastructure.

4. Enhanced User Experience: This capability leverages multiple methods of interoperability along with true cross join between Cisco Webex and Microsoft Teams delivers a seamless and enhanced user experience – reducing IT support effort, reducing meeting join friction and resulting in effortless collaboration and more engaged employees. This will presence status sharing and native in platform content sharing is also a game changer.

5. Sensors and Analytics: Cisco Webex devices, along with other network products from Cisco, have various features that improve the user experience. For example, Cisco Room kit has integrated sensors that can sense how many people are in a room and adjust the lighting and temperature accordingly. Room analytics can also provide insights into how meeting spaces are used, such as the number of attendees, the length of the meeting, and the level of engagement. Cisco Thousand Eyes is a service that monitors the performance of the network, internet and SaaS services such as Webex and Microsoft Teams. It gives a comprehensive view of the network path, enabling IT teams to proactively detect and fix issues that affect collaboration. In August 2023, Thousand Eyes Endpoint Agents for Cisco Room OS devices was launched.

6. Competitive hardware pricing: Whilst Cisco is a premium brand, organisations can get extremely aggressive and competitive pricing for Cisco Collaboration devices, especially if they are already invested in other technologies. Working with your Cisco partner there is very competitive pricing, and, in our experience, Cisco pricing is comparable to all other main manufacturers in the market.

Come and see live demos.

On the 25th of January, we (Cisilion), are hosting an in-person event in our new London Client Experience Centre where will be showcasing the Cisco & Microsoft Better Together story and will have expert speakers and tech leads from Cisilion, Cisco and Microsoft.

You can register here to secure your spot.



Read more:

Teams meetings, webinars and Townhalls. What to use when.

We are in the digital age of virtual and hybrid collaboration, where the lines between physical and virtual meetings are increasingly blurred. Meeting platforms like Microsoft Teams have evolved a lot during the COVID-19 pandemic and beyond and now different meeting style experiences based on the type of meeting, update, and interaction needed.

Microsoft provide different variants of their meetings which are designed to suite the different needs and format of the event.

For simplicity Microsoft bring this all together into the “New Meeting” category. Each category has subtle differences, including features. capacity changes and controls.

In this article, I explore the nuances of meetings, webinars, and town halls—three distinct formats that cater to different virtual event needs. From interactive team discussions to large-scale presentations, each format offers unique features and considerations. We dip into the key differences, planning strategies, and how to leverage Microsoft Teams to create engaging and effective virtual experiences for your organisation.


Meetings

Meetings in Teams are what most of us will be used to for daily stand ups, client calls, remote or hybrid meetings. Teams Meetings can be scheduled in Outlook or Teams and can accommodate up to 1,000 people and include audio, video, application and screen sharing and even coauthoring. With Teams Meetings, articipants can join directly from the calendar invitation (Teams or Outlook) or via the Join meeting link or call in via audio if available.

Channel meetings are also available, which allow everyone in a particular Team or Channel within a Team to see and join the meeting.

Meetings are best suited for situations where participants need to interact with each other via voice or chat and where multiple people may be presenting.

Webinars

Teams Webinars are structured meetings that support robust registration management, are highly customisable and provide an event-oriented default meeting options (rather than a meeting style).

Webinars are two-way interactive virtual events where presenters deliver information to attendees. They provide extra control for an organizer over the conversation and participants.

Webinars are best suited for situations where presenters and participants have clear roles.

Key features of Teams webinars include:

  • Supports up to 2,000 attendees and allows organisers to gather registration data from attendees before the event. This can also include webinar wait lists, registration restrictions and auto follow up.
  • Manage the following features attendees use for interaction during webinars:
    • Chat: You can set chat to be on for everyone, off for everyone, or on for everyone but anonymous users.
    • Q&A: You can manage which organisers can turn on Q&A for meetings and webinars.
    • Manage attendees’ view with different layouts
    • Brand the webinar experience.
  • Use RTMP-in to stream third party content directly into the webinar.
  • Create a green room for webinar presenters to handout before going live.

Town Halls

Town Hall meetings in Teams are best suited for situations where a limited number of presenters are presenting to a large group of attendees and direct interaction via chat or voice conversation isn’t needed or required. Attendees do not use their cameras and mics, but instead can access a chat based Q&A to engage with presenters and organisers.

With Town Halls, customers can host various types of internal as well as external events including company-wide town halls, all hands, global team meetings, internal broadcasts, fireside chats, and more.

Town Halls enable organisations to extend their reach to scale their message and connect with audiences around the world; create professionally produced, studio-quality events that deliver a more dynamic experience; and structure and manage audience engagement to maximise participation and maintain focus on the event.

Key features of Teams Townhalls include:

  • Supports up to 20,000 attendees
  • Provides real time reporting and analysis of the meeting with rich insights.
  • Enhanced controls and customisations for a professionally produced, studio-quality events that deliver a more dynamic experience.
  • Supports Microsoft eCDN and third-party streaming services.
  • Allows creating green rooms for presenters to handout and chat before going live.
  • Supports video on demand tools for recap, watch later, rewind etc.
  • Full event or corporate branding.

Conclusion

Teams offers different customisations of meeting style based on the purpose / intent of the enagement.

For example, if you want to have a meeting where everyone can interact with each other, then a Teams meeting would be a good option.

If you want to have a structured meeting with clear roles for presenters and participants, and like the option of a registration page, pre meeting comms and engagement reports, then a webinar is be a better option.

If you want to have a meeting where a limited number of presenters are presenting to a large group of attendees and direct interaction via chat or voice conversation isn’t needed, then a town hall would be the best option. This is good for organisational wide updates or broadcast style scenarios.

Microsoft and Cisco: Leaders in the Gartner 2023 Magic Quadrant for Unified Communications as a Service

Gartner this week published their 2023 Magic Quadrant for Unified Communications as a Service. The full report from Gartner details all the players across all quadrants. This blog is a summary of the highlights from this report on the strengths and weaknesses across both Microsoft and Cisco – who have been in the top right quadrant for many years.

2023 – Key Unified Comms Trends – by Gartner

Gartner’s report identifies an increasing demand for bundles UCaaS and CCaaS solutions, along with the continued growing popularity and demand for Microsoft Teams for voice, meetings and messaging. They also point out the growing importance of CPaaS for customisation and integration, and the changing preferences of users moving more towards collaboration rather than telephony and dial-tone calling. There are five leaders in the 2023 magic quadrant ranked in the following order:

  1. Microsoft
  2. Ring Central
  3. Zoom
  4. Cisco
  5. 8×8

I have summarised the core two vendors I work closely with below

Summary of Microsoft’s Position in 2023

  • Microsoft Positioning: Microsoft remain 1st – top right in the leader’s quadrant with the gap between their competitors increasing. They continue to grow their market share and this year have seen more vendors join their partner eco system for phones and meeting rooms including Cisco.
  • Microsoft’s strengths: Microsoft Teams is the most popular choice in the UCaaS market, especially for organisations that are already using it for messaging and meetings. Microsoft Teams’ telephony capabilities satisfy the requirements of most organisations, and Microsoft has invested have many options to bring telephony into Teams including their own calling plans, direct routing, direct routing as a service and more recently in Operator Connect services. Microsoft has strong financial health and a long track record as a UC/UCaaS vendor. Their seamless integration into both Microsoft 365 and vast extensibility has been a key ingredient for its continued success.
  • Microsoft’s cautions: Microsoft Teams Phone still has some gaps in advanced telephony features, which require third-party solutions or integrations – though it is noted that they are working to close these. Gartner also points out that Microsoft does not offer a self-developed contact center solution for Teams which requires customers to choose from a wide range of varying solutions and levels of integration. Gartner also calls out that Microsoft’s availability SLA target for core UC services (other than PSTN) is lower than most of the UCaaS market.

Summary of Cisco’s Positioning in 2023

  • Cisco Positioning: Cisco remain in the top right quadrant (4th out of 5) but have been over-taken recently by pureplay UCaaS vendors including Zoom and RingCentral. They remain a solid UCaaS vendor with quality products and services.
  • Cisco’s strengths: Gartner credit Cisco as one of the few UCaaS vendors that can deliver a complete, self-developed UC portfolio, including hardware, software, and cloud services. They call out that Cisco has deep expertise and investments in security, regulatory, and industry-specific capabilities and certifications. Cisco has also made big improvements in its Webex Control Hub for unified management, making it a competitive option for large and/or highly distributed multinational organisations.
  • Cisco’s cautions: Gartner say that Cisco’s offering is perceived to be more expensive than its competitors, and its pricing strategy is not very aggressive. Cisco’s Webex contact center solution, whilst suitable for small or midsize contact centres, is not best choice for large, high-volume ones. Cisco faces continued fierce competition from other UCaaS vendors that offer collaboration capabilities to its existing customers, and many have also partnered with Microsoft to provide more choice.

The following table shows a comparison of the vendor, strengths and cautions:

VendorStrengthsCautions
MicrosoftPopular and growing choice for voice, messaging and meetings

Satisfactory telephony capabilities

Strong integration with their own- and third-party apps and services.

Strong financial health and track record with loyal customer base.
Gaps in advanced telephony features

No self-developed contact center option

Lower availability SLA target

Confusing PSTN options
CiscoComplete, self-developed UC portfolio

Deep expertise and investments in security and regulatory

Strong unified management for large and distributed organisations
Perceived to be more expensive than competitors with complicated discount schemes

Contact center solution not suitable for large, high-volume ones

Vast competition from other UCaaS vendors for collaboration
Summary of Cisco and Microsoft in 2023 Garner MQ for UCaaS

Summary

In summary, this report evaluates the UCaaS providers based on their ability to execute and completeness of vision. Microsoft and Cisco are both Leaders in this Magic Quadrant, but they have different strengths and weaknesses.

Gartner say that Microsoft excels in messaging and meetings but lacks advanced telephony features without third parties and has no native contact center solution.

Gartner say that Cisco offers a comprehensive UC portfolio but is more costly and less competitive in contact center. They also have fierce competition amidst the continued growth of Teams and pure play UCaaS providers.

Microsoft Ignite 2023: A new family of Copilots announced.

At Day One of Microsoft Ignite 2023 yesterday [Microsoft Ignite is Microsoft’s annual conference for IT techies, leaders and business decision makers, which is being held digitally and in-person at Seattle this week], the word Copilot certainly dominated almost every session (even those that weren’t specifically focussed on Copilot!).

The dominant themes of the event so far, has been around the role of generative artificial intelligence (Gen AI) in transforming businesses and empowering users.

With so many Copilots being announced since March this year (Microsoft 365 Copilot, Bing Chat, Security Copilot, GitHub Copilot etc.,) Microsoft used Ignite standardise the Copilot branding. Microsoft promoted the concept of a single “Microsoft Copilot” experience that works across all their apps and services, as well as a new Copilot Studio to allow organisations to build their own Copilots with “One experience across work and life“.

Copilot logo | Image (c) Microsoft

Whilst the branding made sense from a brand perspective, not all Copilots are the same which will no doubt make it difficult for many to understand – the previous names (whilst they did not roll of the tounge) were, IMO, easier to understand.

There are multiple different Microsoft Copilots. And GitHub Copilot and the Copilots used in Windows or Microsoft 365 apps have little in common and in some cases are trained on different LLMs to perform their core functions. Microsoft 365 Copilot is vastly different to Bing Chat for example – both are now simply called “Copilot”.

This blog attempts to summarise the key announcements and insights about the new Copilots from Microsoft Ignite 2023.

Recap: What is a Copilot?

In case you’ve been asleep for the past 8 months, “Copilot” is an AI assistant that helps users with specific tasks or scenarios, such as writing code, creating presentations, searching the web, or chatting with customers. In short, a Copilot can provide suggestions, recommendations, insights, or take in-app actions based on the user’s context, preferences, and goals. Copilot can also learn from the user’s feedback and behavior to improve its performance and relevance over time.

Microsoft has been developing and deploying Copilots across its product line since the start of the year and at Ignite 2023, they announced plans for a load more Copilots – some of which are now in preview, whilst others are still “to come”. Remember these will also be different and serve different purposes but will all fall under the new unified Copilot branding.

Microsoft have also launched a new and adaptive Copilot Website which will adapt to your experience dependent on your license entitlement. This can be found at https://copilot.microsoft.com

copilot.microsoft.com

We know how Microsoft like to name, rename, and then revert again (they did with Intune recently) so I wouldn’t be surprised if a different (or original) naming convention appears in the coming months!

Welcome to the new Copilots

Microsoft announced a bunch of new Copilots at Ignite 2023 which I have summarised below. I’ll share more updates on these are they move into preview or when I attend more of the live sessions.

  • Microsoft Copilot Studio: This is what will allow organisation to be build their own copilot and plug-ins using similar low-code tool as customers that use Power Platform will be familiar. This will allow organisations to build their own Copilots that can integrate their own data and back-end with the Microsoft eco system and Microsoft Graph. Copilot Studio can also work with OpenAI’s newly announced GPTs. Copilot Studio will be included within Microsoft Copilot for Microsoft 365 licenses (aka Microsoft 365 Copilot).
  • Microsoft Copilot Dashboard: This is public preview now and has been designed to help organisations that have got Microsoft 365 Copilot Licenses. This will help IT better analyse usage across apps and measure the impact on productivity that Copilot provides. Microsoft also said that organisations with Viva Insights will also get enhanced dashboard capabilities around how Copilot is helping them be productive and manage time.
  • Copilot for Service: This new Copilot connect is designed to connect Microsoft Office applications with third-party CRM and Contact-Center solutions. This will have a $50 pupm price tag, but will include a Microsoft 365 Copilot license, and will be generally available sometime early 2024. There will be a public preview in December.
  • Copilot for Azure: Annouced and already in preview – Copilot for Azure is designed to help Azure customers with designing, operating, optimising and troubleshooting their Azure workloads, infrastrucutre and applications.
  • Copilot for Fabric: This was originally announced back in May 2023 and includes several new AI assistants across the platform such as Power Automate. Each one will use the underlying Fabric analytics platform but will be designed for a different Fabric “experience” This is in preview now.
  • Copilot for Cosmos DB: This is essentially about helping developer write “NoSQL” queries. It will be embedded into the Cosmos DB Data Explorer and is a free tool for developers.
  • Copilot for Viva: This was orginally announced back in April this year. These are going into Public Preview in stages over the next few months for each tool within the Viva Suite.
  • Copilot for Loop: Loop is a new collaborative work space that lets you share workspaces, pages and compents of conent across difereince apps and services. The went into General Availability yesterday and it too is getting it’s own Copilot. The license for this is included within the Microsoft 365 Copilot license.

A new single website for all your Copilots – see above.

What are the differences and similarities among the Copilots?

While Microsoft wants to promote the idea of a single “Microsoft Copilot” experience that works across its software and services, the reality is that each Copilot has a different license, is trained on different data models (LLMs), performs different functions, and has also have different security and data permissions.

For example, GitHub Copilot, which helps users write code in various programming languages, is powered by OpenAI’s Codex model, which is trained on billions of lines of public code. GitHub Copilot is available as a technical preview for GitHub users who sign up for the waitlist. It is free for open source projects and personal use, but requires a paid subscription for commercial use.

On the other hand, Microsoft 365 Copilot, includes Copilot for PowerPoint, which can helps people create, update and innovate presentations from different data sources across Microsoft 365. It is powered by Microsoft’s “business ready” GPT-4 model, which is private to an organiation (no data leakage) and is grounded in your organisations Microsoft 365 Graph data. It also has access to the a large corpus of text from the web and other sources and can search the internet. PowerPoint Copilot is part of Microsoft 365 Copilot . PowerPoint will also have access to the Open AI DALLE-3 image creator.

Another example is Bing Chat (Consumer version), which helps users chat with Bing and get answers, information, or entertainment. Bing Chat is powered by Microsoft’s own Turing-NLG model and Chat-GPT4, which is trained on a large corpus of text from the web and other sources. Bing Chat is available as a free service for anyone who visits Bing.com or uses the Bing app. It does not include data protection or compliance features.

On the other hand, Bing Chat Enterprise, which helps users chat with their organisation’s data and apps. This is powered by the same , is powered by the same ChatGPT4 model and Turing-NLG model as Bing Chat, but does include data protection and compliance so it can bve used safely within an orhanistion without risk of data leakage. Bing Chat Enterprise is available as a paid service for Microsoft 365 subscribers and is included in Microsoft 365 F3, E3, E5, A3/A5 (faculty only), Business Standard and Business Premium plans.

As you can see, there are significant differences among the Copilots in terms of their data sources, functions, security, and licensing. However, there are also some similarities and commonalities among them.

For example, most of the Copilots use natural language processing (NLP) and natural language generation (NLG) techniques to understand and communicate with the user. Most of the Copilots also use reinforcement learning and active learning methods to learn from the user’s feedback and behaviour, and improve their performance and relevance over time. Most of the Copilots also use a similar user interface and interaction model, where the user can type or speak to the Copilot, and the Copilot can provide suggestions, recommendations, insights, or actions in a conversational manner.

What are the benefits and challenges of using Copilots?

Copilots will no doubt bring many benefits for users and organisations on a scale we are only just begining to image.

Microsoft shared some data from their latest work tend index report (link here) that Early adoptors of Copilot said users don’t want to go back to working without it with 77% saying they don’t want to give it up.

  • Saving time and effort: Copilots can help users complete tasks faster and easier, by providing guidance, assistance, or automation. For example, GitHub Copilot can help users write code faster and with fewer errors, by suggesting code snippets or completing code blocks. PowerPoint Copilot can help users create presentations faster and with more impact, by suggesting layouts, designs, or content.
  • Enhancing productivity and creativity: Copilots can help users achieve more and better outcomes, by providing insights, feedback, or inspiration. For example, Excel Copilot can help users analyze and visualize data better, by suggesting formulas, charts, or tables. Word Copilot can help users write and edit documents better, by suggesting words, phrases, or paragraphs.
  • Enabling learning and discovery: Copilots can help users learn new skills and discover new information, by providing explanations, examples, or resources. For example, Power BI Copilot can help users learn how to use Power BI better, by providing tutorials, tips, or best practices. Bing Chat can help users discover new facts, trivia, or entertainment, by providing answers, information, or fun.
Data from Microsoft Nov 23 Work Trend Index image (c) Microsoft

However, using Copilots brings about challenges and risks – some real, some perceived – such as:

  • Trusting and verifying: Since Copilots work on the available data, that can “make mistakes” or provide inaccurate or inappropriate suggestions, recommendations, insights, or actions, due to the limitations or biases of their data, models, or algorithms. Organisations need to provide training to users and make sure they understand the need to verify and review any content generated by Generative AI in order to be able to trust and verify the Copilots’ outputs. This may include checking their sources, methods, or evidence. People can also, and should be encouraged to provide feedback and corrections to the Copilots, by rating, reviewing, or reporting their outputs.
  • Protecting and complying: There are concerns that these Copilots “could” access or expose sensitive or confidential data or information, due to the nature or scope of their tasks or scenarios. Copilot in fact, operates under the context of the person using it so t has the same level of access than it’s “pilot” has. Organisations will need to review their data security and compliance policies to ensure the right permissions, controls and protections are in place. Copilot wont break these polcies but may well expose weaknesses in them. Organisations need to review data sharing polcies such as Data Loss Prevention to prevent confidential data leaving the organisation that Copilot has created. Employees need to need to be re-educated on this in many cases to ensure they understand how to use the various Copilots and how they work with your organisational data, the language models and the web. Users may also need to be aware of the Copilots’ privacy and security policies, by reading, understanding, and agreeing to their terms and conditions.
  • Balancing and controlling: Another concern of using AI tools is that these Copilots may “influence” or affect the user’s decisions or actions, due to the power or authority of their suggestions, recommendations, insights, or actions. Users need to be able to balance and control the Copilots’ impacts, by applying critical thinking, judgment, or ethics. Users also need to be able to choose and customize the Copilots’ settings and preferences, by adjusting their levels, modes, or options. You can read Microsoft’s guidance on Responsible AI here.

Conclusion

GenAI is going to be infused into every tool and product Microsoft has and with Copilot Studio, organisations will be able to build their own plug-ins, connectors or deicated Copilots for every business need. 2024 will be the year all these annoucements really come into fruiotion. Its gonna be a roller coaster.

Copilot (what ever flavour) is still in preview or new and many will be looking to see real life ROI and drive organisational pilots to help.


Read more.

Meet “Meet” in Teams

“Discover, prepare, and recap your meetings in one place with the Meet App in Microsoft Teams”.

If you haven’t seen or used the new Meet app in Teams you are missing a trick. It’s pretty new and I only discovered it recently, but it’s a really simple and intuitive way to see and manage all your Teams meetings past and future. Here’s what it is and how it works.

The Meet App in Teams. Image (c) Microsoft

Meet is an app available in the new Microsoft Teams experience that centralises all your common meeting preparation and catch-up activities, helping to enhance meeting efficiency by simplifying the prep work and reducing time spent reviewing missed meetings. Meet provides a single view of upcoming meetings as well as
recent past meetings, and enables quick discovery of meeting content like chats, files, agendas, shared documents, and meeting recap.

Meet helps you to prepare for, participate in, and follow up on your online meetings more efficiently and effectively.

With Meet, you are able to access all your meeting-related content in one place, such as chats, files, agendas, shared documents, meeting recap and transcriptions and more. You can also view all your upcoming and recent past meetings in a single view, and easily join or rejoin them with a single one click.

Meet also integrates with other features of the new Teams app, such as PowerPoint Live, Microsoft Whiteboard, and the new Loop AI-generated meeting notes, to enhance your meeting experience and productivity.

How do get the Meet App?

The Meet App is a native Microsoft app for Teams but needs to be added by your IT admin or added manually yourself (assuming you are allowed to do so).

From here, click on the three dots in the left-hand menu and type “Meet”. You’ll see the app listed and from simply click the icon and select “pin”.

Pinning the new Meet app.

Note: To start using Meet, you need to switch to the new Teams app, which is now generally available for Windows and Mac users, the web, and also in public preview for Windows 365, Virtual Desktop Infrastructure (VDI) and government cloud customers.

See Meet in action

The video below, courtesy of Microsoft, shows a walk through of how it works.

Microsoft YouTube summary of Meet in Teams

Hope you find this useful. I love it and wish it was a default installed experience.

What do you think…?

Be a meeting Ninja with Scheduling Polls in Outlook.

Microsoft has replaced the legacy FindTime plug in for Outlook with a new native experience called “Scheduling Polls” which is now built directly into Outlook on desktop and the web experience.

Information regarding the end of support for FindTime can be found in the Message Centre article MC688929

Introducing Outlook Scheduling Polls

Scheduling Poll (which replaces a similar tool called FindTime) is now available to all users of Outlook on the Web and Mac. It is available to Classic Outlook for Windows users in Current Channel, Monthly Enterprise Channel, and Semi-Annual Enterprise Preview. It will become available to Classic Outlook users on the Semi-Annual Enterprise Channel in January 2024, and to the Semi-Annual Extended Channel in June 2024.

Users who do not have access to Scheduling Poll yet can either switch to the Current Channel, Monthly Enterprise Channel, or Semi-Annual Enterprise Preview in Classic Outlook for Windows; or they can use Outlook on the Web to create polls.

Creating and using Scheduling Polls

Using Meeting Polls is really simple. You need to be using the Outlook Desktop app or Outlook on the web, and it’s not currently available on mobile devices but hoping that will change as I create lots of meetings on the go!

Step 1: Start with an email message

We start a new Scheduling Poll from an email (not from Calendar). For example we might start with an email to a team of people (or it could be reply) and instead of asking for or suggesting a list of dates “that work”, we simply click on the Scheduling Poll button on the Toolbar as shown below.

I’d advise adding the people you need to the email message before clicking on the button.

Step 2: Create the Scheduling Poll

Try to ensure you have added the people you need to the email before you click the “New Scheduling Poll” button. You can add them later, but it makes the process a little slicker.

Once you click the “New Scheduling Poll” button, you’ll be presented with a new side-bar screen with some options within it.

From here, you can choose the meeting duration (default is 30mins), and then you’ll see availability of your “invited” attendees, based on calendar availability at the time of creating your poll.

You can see below, that there is availability on the 13th Nov but limited availability on the 14th November. You can also look as far out as you need to, but Scheduling Polls will help you find suitable dates.

Using Meeting Polls within Outlook
Scheduling Poll side bar in Outlook (picking options).

When you have finished picking the best dates for you (you are the organiser after all), you can click the “Next” button.

You are then presented with the ability to customise the meeting poll including:-

  • Meeting Location: For example Boardroom, Nero Coffee etc or online (via Teams).
  • Schedule with attendees reach consensus: This means once everyone has voted on a date that everyone can do, Outlook will automatically schedule the meeting
  • Hold Selected Dates on my calendar: Means the options you offered get blocked until the meeting is scheduled – in case someone books you first.
  • Notify me about poll update: Means you get an email notification when someone votes.
  • Lock Poll for attendees: Means attendees can’t suggest alternative dates.

When you are happy with the options (the ones below are default), you can click Create Poll.

Step 3: Send the Scheduling Poll

You can then check your email body and simply send the email with the poll attached. You can also if you need to add other people at this point which can also include external attendees such as customers or partners from other organisations.

Once everyone has voted on the meeting and a common time is agreed, Outlook will schedule the meeting for you and free up and “blocked” time.

Step 4: Editing or Viewing your Polls

You can get back to your polls at anytime to update them, cancel them or review the status of the voting, before and after the meeting is scheduled. You can do this from the email with the poll it or from the “Scheduling Poll” button in Outlook.

You’ll see that from here, you can do things like:

  • Send a reminder – this emails all attendees to remind them to vote (I use this a lot)
  • Cancel the poll – this cancels the poll and frees up your diary again
  • Add or Remove attendees – perhaps some one emails you and asks you invite someone
  • Update your preferred times – just like attendees you can pick a time you “prefer”

Responding to a Scheduling Poll as another person.

Any one receiving a Scheduling Poll will see the following within their email when the poll is sent. This is the email sent in the previous step and invites each requested attendee to vote.

Image showing the meeting poll email as received by a user.
Scheduling Poll email received from meeting organiser.

Each requested attendee then, simply needs to click on the vote button and choose the times they prefer, can attend or cannot attend. At the time of voting, the scheduling tool updates availability options based on their Outlook Calendar.

Depending on the options chosen by the meeting organiser (host), they can also see how others voted and can request a different date and even add additional attendees. These settings are controlled by the meeting organiser.

When everyone has voted the meeting is automatically scheduled. It not everyone votes, the meeting organiser can choose to schedule the meeting based on their own choice.

Voting on a meeting Scheduling Poll in Outlook.
Voting on a meeting Scheduling Poll in Outlook

Forcing the meeting to be scheduled.

Every time an attendee votes, (depending on the options you chose), you’ll receive an email notification like that below. This also includes the current status of everyone else that has voted (you’ll see here that 3 of the 4 attendees have voted).

I have the choice to wait until everyone has voted and the meeting get’s arranged for me, or if there are certain attendees that have not voted, I can choose to go with the majority and just book the meeting.

To do this I simply need to

  • Click on “view all your polls” to go see all my meeting schedules .
  • Select the meeting I want to schedule.
  • Decide if I want to send a final reminder.
  • Update the meeting time options or attendees
  • Schedule the meeting I think is best.
Choosing to schedule a meeting in Outlook Scheduling Polls
Choosing to force the meeting to be scheduled.

Once this is done, the meeting is scheduled and an invite sent to every user.

Attendees still need to accept or decline the meeting as usual.

That’s it – an overview and guide on using Scheduling Polls in Outlook.


You’re missing a trick not using Surface and Pen in meetings

Taking notes on Surface

As a Chief Technology Officer, I meet with a lot of clients, partners, and executives within our customer base. I have often found the clicker clatter on a keyboard (taking notes) in a meeting off putting and acutely aware that it can look like I’m not paying attention or catching up on emails. Sorry to say, I do get the same impression sometimes of others in meetings (it’s like having your camera off in meetings!).

Taking notes and actions in meetings

But….often, if we are using a laptop to take notes looks like we are not paying attention, then ways the alternative?

It amazes me (at a technologist) that “most” people still resource to scraps of paper which they shove in their bag or at best a neat company (or vendor freebie) paper notebook. Don’t get me wrong I’m not saying you should never write on paper, but there’s a much better way… Stay with me here!

Picture of a notebook with notes

We take notes for a few reasons…

  • To be clear of our actions during the meeting or workshop
  • To jot down the names and roles of people in the meeting
  • To summarise key points and
  • To of course take notes that we will later use for following up on, or to look back at in a week or month or so.

Using a physical notebook to take notes can causes admin and security headaches.

  • I need to hope I do not misplace my book and know where it is and how to find the notes I took in ink. This not only means my notes are gone but others may have access to stuff I capture (which could be confidential).
  • I need to write up my notes and type them into OneNote, Outlook, or CRM system.
  • I may need to search for something in the notes and can’t remember exactly what book it’s in or what I’m looking for.

That’s where the Surface with pen and ink comes in (yes, I am aware you replace this with an iPad or other tablet and pen), but my key message here is why not to use scraps or paper, or even a traditional clamshell notebook for typing notes.

Inking on Surface Pro

Note taking is best with Surface and Pen

Here are some reasons I can’t imagine using anything other than Surface with pen and ink for client and team meetings:

  1. Perception and Focus: It looks like I am paying attention, taking notes on the meeting at hand and not doing emails or something else.
  2. You remember more: This is true. research shows that when we write notes down than when we type them
  3. It’s a natural Writing Experience: Using a Surface Pro (or Surface Go) with Surface Pen provides a natural writing experience that feels like writing on paper. I can write notes, draw diagrams, underline things, and even cut and paste text etc and then highlight or scribble all over it. It’s just like using pen and paper and has so many other benefits.
  4. Realtime Collaboration: If I am with other teammates, I can use the features in Microsoft OneNote and collaborate in real-time. Using a shared OneNote, I can write and draw on the screen, and my colleagues can see my work in real-time and add their notes to it. This makes it easy to brainstorm and collaborate on ideas. Alternatively, I can keep my notes as “my notes”.
  5. Efficient Notetaking: Using Surface with Pen makes note-taking more efficient and saves me time later.  I can choose to leave my notes as digital ink (this means I can search the text later without converting it to text), or I can have apps like OneNote convert my handwriting into text which then makes it easy for me to copy and paste into emails, CRM systems or anything else. Using OneNote, I can also easily organise my notes into folders and different notebooks.
  6. Professional Experience and Appearance: As a technologist, working on Surface with pen and ink looks professional and sleek. I find it’s a great way to make a good impression on clients and colleagues and helps us promote the use of the best devices of business on the market.
  7. Secure yet accessible: Since my notes are digital (in my case in OneNote), I can access them securely anywhere from any device whenever i need them. I don’t need to worry about losing my notes, not being able to find content or having to ask others to “send me their notes”. If I lose my device or get a new one, my notes are securely stored in the cloud.

Best Surface devices to use

With the exception of the Surface Laptop Go, all Surface devices support touch, pen and ink, however for the optimum inking/writing experience you don’t want to be trying to write on a clamshell type laptop. As such I’d suggest either the

Surface Studio Laptop, Surface Pro or Surface Go devices.

Conclusion

Anything other than Surface + Pen + OneNote is a compromise in a meeting where I need to take notes. It provides a natural writing experience, makes it easier for me to come back to my notes, search for notes later and keeps them safe and secure.

Using Surface devices with ink and touch is also a superior experience and looks professional too. No more tatty notebooks, no more typing loudly on a keyboard with a screen between you and your customers or colleagues or boss.

As always, I welcome your views and comments….


Some useful links

Microsoft 365 Copilot – what makes good AI “prompts”

Microsoft 365 Copilot was released to GA today with a minimum price tag of three hundred licenses at $30 US dollars per user per month [around $108k minimum].

My last blog covered the potential ROI of using Gen AI tools like Microsoft 365 Copilot, but it’s also worth remembering that Copilot also exists (for free) today inside Bing Chat and Windows 11 (if you are running the latest 22H2 or 23H1 release rings).

Organisations looking to move quickly and get onboard with Copilot have work to do to get their data in shape, educate and train users and find and test the use cases within their organisations to determine if and where Copilot will add most value.

Once deployed (and this goes with any Gen AI tool to be honest), the areas your adoption specialists, training and AI success units will be wanting to be focussing on with employees is how to get Copilot to do what you ask in the most efficient way. We call this “prompting”. This blog introduces the concept, shares some tips, and tricks we (Cisilion), have picked up on the way.

The way we interface with Generative AI is very different to the way we use search engines (which are typically based on key word searches). Generative AI has the ability to really understand what you are asking for and how you want the information you ask for presented. It takes a bit of time to get used to and refine and the more you use it, then better the output and the easier and faster you get to your end result.

The Perfect AI Prompt?

Prompts are how you ask your Copilot (whether Microsoft 365, Windows, or Bing) to do something for you. This could be creating, summarising, comparing, editing, or transforming content. Prompts are “conversations”, using plain but clear language and providing the relevant information, background, ask and context of the request – just like you would if you were asking a human assistant.

Writing good prompts is the key to unlocking the power and potential of generative AI tools like Microsoft 365 Copilot.

Microsoft.

In short a prompt has three parts.

  • Telling Copilot what you want – for example creating, editing, summarising etc.
  • Including the right prompt ingredients – for example what you need and why.
  • Keeping the conversation going to fine tune your request and get the content you need.

Telling Copilot what you need

This may sound obvious, but we often find many people do not appreciate or understand just how particular and precise you can be with these tools. When we run workshops, I often ask the audience to use Bing Chat to create an output with the minimum number of prompts. What i typically see is people “talk” to AI like they talk to their smart speaker, typically asking a simple open question about the weather, train times, or a fact [or in my case my kids ask it for a rude joke or a silly song…or worse].

Working with Generative AI should be seen as similar to working with a person. As such, the more ambiguous the request, tone and language is, the more likely it is that the response you get from Copilot won’t be what you need or expected.

For example, a prompt such as “please analyse this spreadsheet of customer spend and provide insights into the most frequently bought products and services our customer buy for a meeting I have with the leadership team about product and service performance will give Copilot a lot more content and context about what you need work to do with that please analyze this dataset and summarize the results. A prompt that simply asks “summarise this information for me” – clearly misses the conext and framing of what the information is required for.

Include the right prompt “ingredients”

In order to the get the best response from your prompts, it is also important to focus on some of the key elements that will impact the type of response you get from Copilot. In short this is about setting the right goal and the right context along with which data source of information you want to use and you expectations of the output.

  • The Goal refers to what response you want to get from Copilot
  • The Context refers to why you need it and who or what is involved
  • The Source refers to which information source(s) or examples Copilot should you
  • The Expectations refer to how you want Copilot to respond to your request.

Here’s how that fits together into a “good prompt”…

Keeping the conversation going

Since Copilot uses the concepts of turns with regards the prompts you use, you can tweak, fine tune or ask further questions based on the information generated and information you feed it. Whilst Copilot will not learn from your data, it keeps the conversation active until you finish meaning you can refine your requests. This helps you collaborate with Copilot like you would a person. You ask for more information, to present data in a different way or simple change the language or tone of the response.

Examples based on the above could include:

In short – When creating a prompt, think of it as if you were talking to a helpful colleague – there no need to worry about the order, formatting, or structure – the goal is to keep it conversational.

General Do’s and Don’ts

Finally, there are some wider tips and guidance to help ensure you get the best from these conversational input methods. In short, the do’s a don’ts can, be summarised as.

Do’sDon’ts
Be clear and specific with your ask. tell it how you want the response or output generated. A draft, bullet points, in Word or in PowerPoint for example.Be vague or ambiguous. Use concise and unambiguous language. If you want something in a certain way – tell it what you want.
Give examples to help Copilot do what you want. If there is a previous document or table you want, state it. If you want something in a certain style, ask. Use slang words, jargon, or informal language. The Lange models Copilot uses are well trained but may miss interpret acronyms, slang words and jargon and therefore give random results.
Provide details that help Copilot do what you ask. Give as much background to what you are asking as possible – just like you would to a human assistant. Set the context and ask clearly. Give conflicting information or ask Copilot to compare or contrast unrelated data or something that is a bad example of what you need. Keep the responses clear and concise and use additional prompts to refine if necessary.
Use turns (these are additional prompts) to tweak and refine your response. If you don’t like something or want something expanded or changed – simple, ask. Change topics without starting over. The best way to end a conversation and start over is to either write “new task” or click the new conversation button.
Feedback to IT. Copilot is only as good as the data and information it has access to. If you are not getting the right response, it may be because you don’t have access to the right data or that the data is out of wrong. Check the data source Copilot refers you to with IT or the document owner. Take what Copilot produces as fact without checking first. Copilot is only as good as the data and information it has access to. If you are not getting the right response, it may be because you don’t have access to the right data or that the data is out of wrong. Check the data source Copilot refers you to with IT or the document owner.
Examples of Good and Bad AI Prompts