Prompt-a-long with Copilot in Word

Goal: Perfecting Prompting in Word

The goal of this blog post is to provide some field experience tips and coaching to help you get the best out of using Copilot in Word. For this you need to have either a Copilot Pro license or a Copilot for Microsoft 365 license and be signed into Word (or Word Online).

In this example, our Goal is to take a Marketing Analysis document we have been sent, and to draw out key information we can use in a “sales meeting” that we have coming up. The document contains lots of information relevant to different parts of the business.

I have provided a link to the document I used (courtesty of Microsoft) so you can either follow along or reference the videos included in this post. Welcome your comments – so please let me know how you get on.

Scenario: Using Copilot to pull key info from a Marketing Report

Instructions:

To work on this example with me, speak to your marketing team and obtain a Market Analysis Report for other similar document. For this example, I am using a public sample document Microsoft have shared called “Mystic Spice Premium Chai Tea.docx” which you can access here. The password for the link is “Copilot”. Once you have done that, save the file to your OneDrive so you can use it to test out and experiment with these prompts.

  1. Open the document you obtained (or use my link above) in Word and then
  2. Open the Copilot pane by selecting the Copilot icon in the top right of the “ribbon”
  3. Enter the prompts below and follow along.

The Starting Prompt

Enter the Starting prompt Summarise this Word Document” or click the suggested prompt to do the same thing…

In this simple prompt, we have started with what I call the “Alexa Prompt” – we are asking a simple question with a basic goal “to summarise the Word document”.

Using a standard/simple Copilot prompt to Summarise a Doc in Word.

This has done we asked but since we gave no context or information about what we wanted and why we needed it, Copilot has just read throught the document a pilled out key bits of information from each section.


The “better” prompt

To improve on this, we are going to repeat the prompt, but this time, we will add some more context to help Copilot understand the purpose of the summary and tailor the response for us accordingly.

Write a new prompt: “Summarise this document and create a brief overview of the main points to discuss with my team during the tomorrow’s Sales meeting“.

Here we are giving Copilot some more context specific about what information we want. It now knows why we need the information (for a sales meeting) and it knows to keep the ouput brief.

Using a more specific Copilot prompt to Summarise a Doc in Word.

If you run the prompt yourself (or check the video above) you will see that this time Copilot has pulled out specific around Market Trends and Demand inluding stats around CAGR. It has told us about the key competitiors, distribution and sales channels and also Sales Strategy, Outcomes and the Challenges in selling.


The Super Prompt

For the final prompt (I call it the “super prompt”), we are going to be even more specific with the ask to get just the information we need.

Use this prompt “Summarise this word document but focus on the Competitive Analysis section only. Provide a brief overview of the main points to discuss with my team during the tomorrow’s Sales meeting. Please keep the summary to 5 key points and use simple language.”

If you compare the output of this prompt to the previous ones, you will see that since we have been specific about where we want Copilot to focus, the response we get is specific to what we have asked. It’s still a summary, but it is focussed on the just the Competitor Analysis section and we have kept the response concise and in simple language. It knows to keep this simple and make it relevant to sales…

Follow along – or check out the video below where I run the prompt.

Our “Crafted” Super-Prompt in Copilot in Word

So there you go – we have started with a simple prompt and I have hopefully shown you that by thinking about what and why we want the information and also the audience the response is indended for, Copilot can produce information just the way we need it.

Summary and Lesson

So, I am pretty happy with that result. To recap – here is what we did to perfect our prompt…

  1. We started with our Goal (which was to summarise the document)
  2. Added some Context (that we want the information for a sales meeting)
  3. Specified the Source of the information (we asked to focus on competitive analysis), and
  4. Set clear Expectations, (we asked for five key points using simple language).
Our Final Prompt: 

"Summarise this word document but focus on the Competitive Analysis section only. Provide a brief overview of the main points to discuss with my team during the tomorrow's Sales meeting. Please keep the summary to 5 key points and use simple language".

This prompt has all the details it needs to give us the results we need. It has a Goal, Context, Source, and Expectations.

Can you restrict what Copilot can search across for in SharePoint?

Starting later this month (April 2024) , Microsoft will rollout an configuration setting called Restricted SharePoint Search (RSS) that will allow Global/Tenant and SharePoint Admins to disable organisation-wide search and instead select a set of curated/specific  SharePoint sites.

“YES YOU CAN”

This feature will work by allowing admins disable organisation-wide search, and instead to enable/restrict both specific sites impacting the scope of what Enterprise Search and Copilot can seek out and index when using search or Microsoft Copilot for Microsoft 365.

With this configuration in place, only these specific libraries along with the users’ OneDrive files and content, will be accessible in search and within the Copilot experiences.

This means that whether your organisation has Enterprise Search or Restricted SharePoint Search enabled, users in your organisation will still be able to interact with their OneDrive information in Copilot but there will be more control over excluding old/legacy or restricted SharePoint areas.

Why do we need to Restrict Search?

Is this not against the pricipals of Copilot and Microsoft Search?

Well.. Kinda. Restricted SharePoint Search has been provided to give organisations time to review and audit their data and SharePoint site permissions. Microsoft say that…

It is designed to help you maintain momentum with your Copilot deployment while you implement robust data security solutions from Microsoft Purview and manage content lifecycle with SharePoint Advanced Management. Combined, these two solutions offer a complete solution for data discovery, protection, and governance. “

Restricted SharePoint Search capability

Once Enterprise Search is disabled, Admins are the able be to tune which content will be indexed for search from an allowed list of up to 100 SharePoint sites. This will honor sites’ existing permissions.

Once configured, content from these areas will be searchable and accessible by Copilot as well as…

  • Content stored in the the curated list of SharePoint sites as specific by the admin.
  • Other frequently accessed SharePoint sites that the user accesses.
  • Content from users OneDrive, Teams chat, email, calendars.
  • Files directly shared with the user.

Copilot users in your organisation will see this message in their Copilot experiences.


Your organization’s admin has restricted Copilot from accessing certain SharePoint sites. This limits the content Copilot can search and reference when responding to your prompts

For more information and rollout timeline check out Microsoft 365 Roadmap ID: MC726119

Does this mean Copilot can’t access files outside of the search scope?

No… Users can still directly reference a file in Copilot and access the file via manual search or navigation. This is because, restrictive search does not alter the permissions for user access, it just instead, is designed to help minimise the risk of overexposure of overshared content by reducing what they can discover in search and Copilot.

With Restricted Search configured, search results and Copilot search results will be limited but users will still able to navigate (as before) or directly link to a file to open or to “use Copilot” with.

Configuring Restricted Search

Restricted SharePoint Search is off by default.

Whilst this will be coming to the SharePoint admin pages soon… It will, at release be configurable via Power Shell only and will of course require admin privileges.

There is also an ‘allow’ limit of just 100 sites initially though I hear this will soon be expanded following early feedback from customer… Phew!

More information can be found here.

Microsoft to open new AI Hub in London

Microsoft has announced plans for a new artificial intelligence (AI) hub in London, which will be focused on leading edge product development and research. This will be led Microsoft AI Lead Mustafa Suleyman (confounder of DeepMind) who Microsoft hired last month.

This annoucement comes less than a month since Microsoft unveiled a new consumer AI division.

There is an enormous pool of AI talent and expertise in the UK, and Microsoft AI plans to make a significant, long-term investment in the region. (London).

Mustafa Suleyman

This is great for the UK and for London and will help both Microsoft and the UK become an AI  and technology superpower leveraging the hub of tech talent, access to leading and world class universities and research centres with ability to attract the best talent for the next generation of development of AI.

Microsofts AI Future in the UK

This announcement builds on Microsoft’s recent commitment to invest 2.5 Billion into data centre infrastructure and improving AI skills across the UK.

Microsoft’s AI investment in the UK includes building a major new data centre in West London and installing 20,000 high-powered processors in the UK by 2026.

Microsoft’s new UK hub will be run by Jordan Hoffmann,  (another former employee from DeepMind) and will collaborate closely with OpenAI which powers Microsoft’s AI driven Copilot System framework.

AI-PCs – what’s the hype all about?

The new buzz in the world of PCs is all about the “AI PC”. This term is the latest messaging being banded around from PC/Laptop manufacturers with a view to ensure that people, families and organisations are taking this next generation of PC into account when planning their legacy hardware upgrades over the next 12-18 months.

AI analytics and modeling require vast amounts of data, which are best suited for cloud, but performing some workloads at the device level delivers more efficient processing, or inferencing, by being offloaded to the device. These efficiencies could be applied to:

  • Visual inferencing: AI applied directly to the camera feed
  • Audio inferencing: AI applied to audio inputs
  • Live transcription: AI applied to language processing

New AI-PCs are being designed and built with specialised processors (NPUs) to support executing those models, and more, locally, in real time.

You don’t need to look very far to see the phrase “AI PC” everywhere both from Intel and leading device manufacturers including Microsoft, but what is the tech behind the latest tech phrase?

You may be aware that Microsoft recently launched the Surface Pro 10 and Surface Laptop 6 – both of these fit into the new “AI-PC” catagory!

Note: AI is the capability of a computer program or a machine to "think, learn, and take actions without being explicitly encoded with commands".

So what is an AI PC?

In short an AI-PC needs to have these three key components:

  • An Chipset with a new NPU, CPU and GPU built-in
  • Windows 11 and Copilot in Windows
  • A Copilot Key (technically).

Of course CPUs and GPUs have been around for a long time, but it is the NPU (Neural Processing Unit) that is new in PCs and it is this that is the key part of an AI-PC. The NPU (or AI-Boost as Intel calls it) is designed to process AI workloads locally rather than in the cloud which brings many improvements for the user, including processor efficiency, improved battery life and increased security.

The NPU is a dedicated microprocessor designed to efficiently handle AI-specific tasks, such as executing predictive models, processing machine learning algorithms, or powering generative AI applications.

Surface AI-PC – Available on Surface Pro 9, 10 and Surface Laptop 6

The Intel Core Ultra processors featured in AI-PCs like Surface Pro 10 and Laptop 6 provide a holistic approach to running AI workloads on PC. These different processors offer programming versatility to developers that maximise the three type of microprocessors – CPU, GPU, and their new, integrated NPU. With an AI-PC, each microprocessor (compute engine) has its own specialisation, but in the context of AI on Cloud PCs mean they work together when using AI workloads with:

  • The CPU being ideal for general and traditional compute workload as well as light-weight, single inference AI tasks. Think “accelerating cloud-delivered AI” while minimising impact on overall system performance.
  • The GPU being ideal for AI infused into media and 3D rendering apps and tasks. Users can perform data visualisation tasks, create and manipulate 3D images, or generate elaborate reports, enabling your team to efficiently tackle complex data workloads.
  • The new AI-Boosting NPU which is designed specifically for sustained and efficient offloading of AI models such as Windows Studio Effects.

What are the benefits of an AI-PC?

In short – performance, battery life and enabling new AI-Powered experiences.

Windows and many other apps have AI features within their applications sets, but put simply with AI-PCs these AI features and tools will work much quicker and will unlock additional NPU-Specific features.

The NPU is a dedicated microprocessor designed to efficiently handle AI-specific tasks, such as executing predictive models, processing machine learning algorithms, or powering generative AI applications. The image below shows the difference between a video app’s back-ground blur using a CPU vs an NPU. The device on the right is a Surafce Pro 9 with dedicated NPU and it is easy to see how much better the AI effect is when it is processing the AI workload locally.

Image showing the difference between a video app’s background blur on a CPU vs. an NPU.

The key thing about the AI-PC is the impact on the CPU processing AI workloads when there is an NPU present. With AI features like voice and video effects in Windows and the wealth of AI features in apps like Adobe, CPU workload is dramatically reduced as the NPU does the AI grunt work (and is far more efficient at running them) This leads to a more efficient device, increased battery life and a more responsive OS and applications for users. The image below illustrates the impact savings running smilar tasks on a PC vs an “AI-PC”.

Image (c) Microsoft – March 2024

AI-PCs will empwer and improve many experiences – as compute for AI workloads moves to more local-mode and hybrid-mode processing. This goes beyond just video effects and speech and will include things like object detection “seeing AI”, gesture tracing, security and many more.

Intel claim that “AI PCs with an Intel Core Ultra processor are able to edit videos more than 230% faster and perform AI image editing tasks 52% faster.

AI PCs are also set to be defined by how they align with Microsoft’s Windows operating system as well. One of the most consumer-facing AI products right now is Microsoft Copilot, which is slowly rolling out to Windows 11 devices and we’re set to see a dedicated Copilot key on some laptops in the future too. Over time this will also take advantage of local AI-processing with AI-PCs

Note: Today, Copilot operates in the cloud and thus does not utilize a computer’s onboard NPU. However, this is expected to change, as Microsoft has announced plans for new system architectures that will enhance Windows AI experiences by integrating the GPU, CPU, NPU, and the cloud.

Will the birth of the AI-PC reboot the PC market?

I think the AI PC will be the PC of the next decade.

The PC market has been in decline for several years, but IDC predict that 2024 is estimated to see a 3.7 percent year-over-year increase in shipments, ending the decline the market has seen since the highs of the COVID-19 pandemic.

We are seeing Microsoft, Dell, HP and Lenovo, jumping on AI PCs and with the next two years likely to be the time that more organisations really start to experiment and test AI within their organisations, the rise of the AI-PC is set (according to IDC) to kickstart the PC business again.

Surface Pro 10 and Surface Laptop 6 – The new AI-PCs from Microsoft

Microsoft has just (21st March 2024) announced their 2024 AI-powered flagship devices – the Surface Pro 10 and Surface Laptop 6. Both devices are AI-PCs, packed full of the latest AI hardware to designed to deliver the best performance of the next wave of AI powered apps such as Copilot for Windows, Copilot for Microsoft 365 and of course other AI powered applications from other software vendors such as Adobe. These new devices will yet again setting bar of how to make enterprise class devices for Business.

Video (C) Microsoft

Both the Surface Pro 10 and Laptop 6 also come with a new Copilot key, putting Copilot front and centre and showing that Microsoft means business when it comes to AI PCs and Copilot.

These new AI-PCs are aimed at business users and not consumers……currently!

When are the Surface Pro 10 and Surface Laptop 6 Available?

Both the Surface Pro 10 and Laptop 6 are available to pre-order now on Microsoft’s website. The devices will be released on April 9.

Introducing Surface Pro 10

Surface Pro 10 yet again improves on the previous version. In the case of Surface Pro 10 we see a huge improvement in power and performance boost over the previous Surface Pro 9 model thanks to the latest Intel Core Ultra processors which boost performance by 53%. As an AI-Powered PC, Surface Pro 10 also features a dedicated neural processing unit (NPU) which does the core Edge processing of AI tasks, reducing load on the CPU and processing AI tasks significantly faster than a CPU does.

Surface Pro 10 | Image (c) Microsoft

The Surface Pro retains the same design and format of its predecessors, but does include a new screen which is now non-reflective and 33% brighter, making it much easier to use outside and when travelling, while also retaining the same battery life. Microsoft also provide more configuration options than ever with options for Intel Core Ultra 5 135U or Intel Core Ultra 7 165U processors and support for RAM configurations from 8GB to 64GB.

Surface Pro 10 also gets a front camera upgrade and comes with a brand new 1440p webcam with a 114-degree field of view. This, combined with the new Windows 11 Studio effects and the Core Ultra’s NPU for AI workloads enables brings new capabilities for video enabled applications and clearer images.

Surface Pro comes with Thunderbolt 4 ports as standard for connectivity and charging but still includes the staple Surface connector port for connections to Surface Docks and Surface Chargers. You also still get USB-A and microphone jack. There is no SD-CARD slot which is something I still think is a poor decision but hey – nothings perfect.

Connectivity and working from anywhere continues to be a big theme for Surface Pro, with Surface Pro 10 being the first Surface device to support 5G.

Introducing Surface Laptop 6

Available in 13.5-inch and 15-inch models, Surface Laptop 6 combines the sleekness and modern design of a premium laptop with the processing power of a desktop, supporting for the first time, Intel’s H-series processors without compromising on weight, thickness or prestige creating a power house of a laptop, second only to the Microsoft Surface Studio Laptop 2.

Surface Laptop 6 | Image (c) Microsoft

During Microsoft’s live event in the US, they showcased the Surface Laptop 6 connected to multiple 4K screens, running video calls, complex graphics apps, Visual Studio and other apps showcasing the sheer grunt work and power of the device. Leveraging options to choose the Intel Core Ultra 5 135H or Core Ultra 7 165H processors means that Surface Laptop 6 can run at twice the performance of the Laptop 5.

The Surface Laptop 6 stands out not only in performance capabilities but also in its range of specifications catering to various user needs. At its base, the device is equipped with 8GB of RAM, which is quite generous for standard tasks, yet it offers scalability up to an extraordinary 64GB of RAM for those requiring intensive computational power for tasks such as data analysis, programming, video editing, and more.

In terms of storage, this now starts at 256GB Gen4 SSD, ensuring quick boot times and efficient data retrieval. For users with higher storage demands, this can be configured all the way up to 1TB of storage capacity, allowing ample space for large files, video, multimedia libraries, and extensive software applications.

Further bolstering Microsoft’s security credentials, Surface Laptop 6 also comes with additional (optional) security features, with options to include a smart card reader (currently available solely in the US) and near-field communication (NFC) technology, which is aimed at bolstering a client’s commitment to zero-trust security principles. These features enable swift and secure sign-in and sign-out processes, particularly vital in high-risk areas where security is paramount.

Surface Laptop 6 still of course includes support for Windows Hello for Business and of course user-specific PINs, again helping to eliminate the need for cumbersome passwords. This approach to dual-factor authentication significantly heightens security, making unauthorised access exceedingly difficult.

Sustainability and Repairability

Finally, I need to mention Microsoft’s on-going commitment to sustainability and reparability. Microsoft design all their products with the circular economy in mind, with “integrity built in across the entire product lifecycle – from design and supply chain through product usage and end-of-life management”.

The new Surface devices are fashioned from recycled aluminium, which not only provides a sleek, modern aesthetic but also reduces the environmental footprint of the manufacturing process. Internally, the device now includes QR code guidance, which simplifies repair processes and effectively reduces the overall maintenance costs, further catering to the needs of businesses conscious of their environmental impact and operating expenses.

This dedication to environmental conscientiousness and user-centric design makes Surface an exemplary devices and the most sustainable devices on the tech market.

Surface for Business… What about Consumer?

Unlike in previous years, Surface Pro 10 and Laptop 6 are only available for business customers. But don’t worry – Microsoft made it clear that they “absolutely remain committed to consumer devices.” “Building great devices that people love to use aligns closely with our company mission to empower individuals as well as organisations and we are excited to be bringing devices to market that deliver great AI experiences to our customers. Todays commercial announcement is only the first part of this effort.”

Are Microsoft Changing Copilot in Windows?

This week, Microsoft shipped Windows Insider preview build 26080 (in both the Canary and Dev channels), which has introduced a way for users to release the Copilot Window from being attached to the right-hand side of the screen where it has lived since birth!

Previously, the Copilot widget opened on the right of the screen, and whilst in recent preview builds, Microsoft introduced the ability to resize it (make it bigger), it was still attached to the right side of the screen as shown below.

Copilot in Windows (attached to the right of the screen)

Detaching Copilot

With preview build 26080, it is now possible to undock Copilot, so it feels like a traditional app, meaning you can move Copilot to wherever you want to. The Copilot “app” can moved and resized as needed to make it more customisation in how you choose to work in Windows – just like you would with say the Calculator app. Bear in mind this is in preview and subject to user feedback (file in the Feedback Hub), this may not be a permanent change.

Copilot in detached mode (Windows Insiders on Canary Build).

This is rolling out for Windows Insiders on the Canary Build but will make its way to Insiders on the Dev build soon following initial feedback from Canary build testers.

Note: Microsoft use Windows Insider Builds to try new things out, seek feedback from users and to gauge how well innovative ideas and changes are received, as well as to action the feedback from users.

Copilot in Windows is also getting bigger hooks

In this preview build, Windows Insiders are also going to see that Copilot is getting new abilities to act and control the underlying Windows 11 settings. This includes the ability to perform tasks such as emptying the Recycle Bin, toggle Live Captions, toggle Voice Access, and can also ask Copilot more about various system stats such as battery information, system infrormation and also has the ability to enable battery saver.

A note on Build Numbers

Regular Windows Insiders may also notice that both the Canary and Dev Channels are receiving the same build number currently. Microsoft remind users that this does happen sometimes as during the times in which the Canary and Dev Channels are on the same builds (e.g. Build 26080), it provides an opportunity for Insiders in the Canary Channel to switch to the Dev Channel. Once this windows has passed, the Canary Channel will jump to higher build numbers and the window will be closed.

You check out the recent builds and offioial blog from Microsoft here:

Microsoft’s Copilot for Security available April 1st

No – it’s not an April Fools Joke – Microsoft yesterday (13th March 2024) announced that their much anticpiated Copilot for Security will be available to buy and use from 1st April 2024.

What Does Copilot for Security Do?

Originally announced a year ago and after extensive testing in private preview, Copilot for Security is aimed at IT Security and Sec Ops teams as it brings Microsoft’s Copilot technology, Microsoft’s threat intelligence services and Machine Learning into a dedicated security service powered by Copilot. .Copilot for Security can processes prompts and responds in eight languages, with over 25 languages supported at launch.

For organisations that already invest and consume Microsoft security services such as Sentinel, Defender, Entra, Priva, Intune, and Purview this is a exciting time!

Image (c) Microsoft Security.

Copilot for Security is informed by large-scale data and threat intelligence, including Microsoft’s daily processing of more than 78 trillion security signals – a gaint increase from 65 trillion signals stated just last year. This is largest threat intelligence database in the world. Microsoft do not use any organisational data to train their LLMs.

One huge advantage of Copilot’s conversational abilities is its capacity to rapidly compose incident reports. It can also tailor these reports to be more or less technical based on the intended employee audience, say Microsoft.

Copilot for Security offers a huge variety of capabilities, including:

  • Human-readable explanations of vulnerabilities, threats, and alerts across all of Microsoft’s security products and services, aswell as, (later) third-party tooling as well.
  • Answer questions about alerts, threats and incidents in real-time and take action.
  • Automatically summarising incident analysis and offers recommendations for subsequent actions based on the tools the organisation is licnesed for and/or deployed.
  • Ability for users to edit the prompt to correct or adjust responses and share the findings with others and create extensive run books based on prompts as well as ability to share prompts with other anaysts in the team.

After nearly a year of various preview stages and vigorous testing both my Microosft Security Expert and enterprise organisations, Microsoft say the feedback has been “overwhelmingly positive.” A recent AI economic study by Microsoft demonstrated that security professionals work 22% faster and are 7% more accurate when utilising Copilot for Security. An impressive 86% of participants reported that Security Copilot enhanced the quality of their work, and >90% expressed a desire to use Security Copilot for future tasks. The report further indicates that security novices, possessing basic IT skills, performed significantly better with Security Copilot compared to members of a control group. Moreover, their superiors expressed greater confidence in their output.

Copilot for Security in Action

A year in readiness.

In the annoucement, Microsoft cited statements from Forrester VP Jess Pollard who said that “Experienced practitioners will reap the most rewards from the capabilities Microsoft offers, and while it’s unlikely to identify threats SOC [security operation center] teams would miss, it does make investigation and response faster”.

Just like Copilot for Microsoft 365 – Adoption and Training is Key

Just like any major technology change such as Copilot for Microsoft 365, adoption, training and practice is going to be vital to get maximum value anmd trust from Copilot for Security. Security teams will need to a fair amount of change management and training to ensure they can take advantage of the Microsoft Copilot for Security. Forrester cited in the report that “it takes around 40 hours of training to get security practitioners comfortable with using Copilot for Security. In addition, we heard that it takes four or more weeks — with many stops and starts — to get practitioners comfortable with the technology.”

With a global shortage of Cyber Security Skills, an exponential growth in attacks and attack surfaces and the rise of AI at cyber crimimals finger tips, Copilkot for Security has been one of the most anticipated uses for Copilot. There is no doubt that Copilot for Security can lower the barrier to entry into the cybersecurity industry, Forrester also said that “Though large language models and generative AI may level the playing field and allow for accelerated security talent development, no amount of out-of-the-box prompt books and guided response steps replace fundamental security knowledge, skills, and experience.

The Pros Microsoft Copilot for Security

Feedback from Microsoft early-access clients loved about Copilot for Security, including the following:

  • Making script analysis easier by de-obfuscating and explaining contents.
  • Accelerating threat hunting by helping write queries based on adversary methods.
  • Speeding up and simplifying complex KQL queries or PowerShell script creation.
  • Analysing phishing submissions by verifying true positives and providing inbox details.
  • Improving analyst experience by reducing the need to swap between various tools.
  • Generating leadership / executive-ready incident report summaries efficiently.

Things to be aware of at launch

There are serveral key areas which wont be available at intial launch, but epect to see rapid release cycles and updates once GA. Currently the following is not available but will be added over time.

  • Single Data Repositories – Copilot currently requires multiple instances for users / organisations that want to silo data between different business units, group companies or geo locations. These will be eventually be rolled into a single instance/interface but today will cause challenges for large MSPs and global / complex organisations.
  • Third Party Tools – At launch Copilot for Security will not provide integation into third party tools so organisations will need to be using Microsoft’s first party security tools like Defender for Ideneity and Defender for Endpoint. This is on roadmap.
  • Limited Integfration and Automation: Much of the work Copilot for Security does on day one is around reporting, alterting across mutiple signals sources and behaviour. Whilst it can execute run-books, some services like auto-quarantine and network isolation will not be available at launch.

New Features at Launch

In the annoucement, Vasu Jakkal, corporate VP of compliance, identity, management, and privacy at Microsoft said that as part of the launch, the following new features will be available to Copilot for Security:

  • Custom promptbooks,: allowing Security Teams to create and save their own natural language prompts for common security workstreams and tasks similar to the notebook feature in Copiolot for Microsoft 365.
  • Knowledge integrations: Which will enable the connecting of Copilot for Security to customers’ logic and workflow and the ability to perform activities based on company defined step-by-step guides.
  • Integration with customers’ curated external attack surface from Microsoft Defender External Attack Surface Management to identify and analyse the most up-to-date information.
  • Summarisation in natural language of additional insights from Microsoft Entra audit logs and diagnostic logs for a security investigation or IT issue analysis related to a specific user or event.
  • New fully customisationable usage dashboards to provide reporting on how teams interact with Copilot.

Which Organisations benefit most?

For organisations that already invest and consume Microsoft security services such as Sentinel, Defender, Entra, Priva, Intune, and Purview – Copilot for Security will likley be at tool that provides an indispensable enhancement that will not only reduce workload and increase productivity, but siginifcantly help Security Teams to work better together and detect and respond faster than ever.

Organistions that are not fully invested in Microsoft’s extensive secrtirty portfolio and choose to use other vendors will still benefit, but until wider third party support is available, runinng trials and evaluating the potential move to more Microsoft Security technologies is a smarter move. There will be increased funding pots and incentives to entice organisations to move to Microsoft Security.

Almost every Security vendor is adding Gen AI into their products and services, but today, no other organisation has built what Microsoft have (though this will likley change).

Pricing from $4 per hour

Yes, ok I saved this for the end.

Pricing will be offered through a consumption-based model, allowing customers to pay according to their usage needs. Usage will be categorised into Security Compute Units (SCUs). Customers will be billed for the number of SCUs provisioned on an hourly basis at a rate of $4 per hour, with a minimum usage requirement of one hour. Microsoft say this is an opportunity for any organisation to begin exploring Security Copilot and expand their usage as necessary.

This, lowers the entry point to the solution without a big initial license outlay and should simplify the pilot, on-boarding and rollout process. The PAYG model is also something organisations are used to, making it more accessible and straightforward and avoiding the complexity of traditional stackable licensing schemes.

Microsoft CSP partners, like Cisilion will be key in helping customers to manage their spend, working with the Sec Ops team to tweak and finetune the solution to help map, manage and plan spent.

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.

Copilot for Microsoft 365 features are now available from Windows 11 desktop

On Windows 11. corporate users with a Copilot for Microsoft 365 license will see that premium experience is now integrated into the Copilot Windows desktop experience.

This means that users who have a Copilot for Microsoft 365 license and Copilot for Windows enabled can chat with Copilot in Windows using Graph-based features.

With a unified experience across M365 Chat, Copilot in Windows 11 and the Copilot on the web experience, users can now leverage the Microsoft Graph connected features in Windows, thanks to the integration of Copilot for Microsoft 365 into the Windows desktop experience.

This experience requires users to have a Copilot for Microsoft 365 license, as well as having Copilot i Windows 11 experience, making it a convenient and consisytent experience for users to access Copilot in Microsoft 365 features, along side the existing options in Teams Chat, Edge, and at https://copilot.microsoft.com.

For comsumer users wanted to leverage the advanced feaures of Copilot in their apps and services like OneNote, Word, PowerPoint and Outlook, checkout Copilot Pro