Copilot | Microsoft 365 – Huge enhancements coming in July

Windows Keyboard with Copilot Button

As we enter Microsoft’s new fiscal 2025, there a bunch of enhancements coming across the board to the Copilot experience inside the Office Copilot experience which im[acts PowerPoint, Word, Excel and Microsoft Loop. Microsoft regularly update the Office Apps, Team, and rest of their products, including Copilot, but the changes rolling out feel more like a “service pack”!

Here’s the key things coming to the app experiences this month and remember, you can always access the Microsoft 365 Copilot Roadmap –> here <–

AI Powered images coming to PowerPoint and Word.

Microsoft are making it much easier to add visuals to both Word and PowerPoint documents with Microsoft Designer in Copilot. This will make it much easier for content creators to get the right image for a document or presentation and will add to the image options within these apps.

With this update, you will be able to create AI-generated image directly from Word and PowerPoint with a simple prompt in additional to using the existing options for stock images as before.

Up until now, this has required users jumping to a browser to create an image in Bing Image Creator or Microsoft Designers, whereas now, they will be able to do this straight from the Copilot prompt in Word and PowerPoint upon which they will be able to create an image from scratch or find and use an existing image from Microsoft’s stock photography library to select from. Microsoft say that PowerPoint, Designer will automatically add the image into a “compelling slide design”.

Image of adding AI images via Word and PowerPoint via Copilot.
Image (c) Microsoft

Additional “Document Support” in PowerPoint

Also coming this month, Copilot will support grounding for presentation creation from both encrypted Word documents and PDF files, providing more options for users to create presentation from. This gives users richer context to build new presentations, in addition to referencing.

Copilot in PowerPoint “General Improvements

Rolling out in June/July and following lots of feedback from users, creating a new presentation from a Copilot is about to get much better with regards the quality or presentations created with more relevant content and images and improved consistency including:

  • Refined designs for title, section, and content slides.
  • Improved presentation structure with agenda, section and conclusion slides. 
  • Enhanced abilities to improve transitions and animations across presentation content.
Microsoft Image showing new PowerPoint Copilot capabilities.

Copilot is also getting the ability to ground itself on your organisations’ people-centric data and insights from the Microsoft Cloud, Microsoft Graph, and the web using Bing Search. This brings Copilot up to the same level of that of Teams, Copilot Chat and Outlook, meaning that users can stay in the app, ask questions, and maintain focus on creating their presentations without having to jump into dfferent apps or windows.

Refreshed Copilot experience n PowerPoint.


Copilot in Excel is coming out of Preview

In July, Copilot in Excel is also coming out of “preview”.

The first noticable indication will be that Microsoft drops the “in preview” lable that users currently see when using Copilot in Excel.

Secondly, Copilot in Excel is also getting expanded data structure support, meaning it wont be limited to working with just data in tables. Yes, Copilot in Excel will be able to works on data ranges resembling tables so long as the data being worked on contains a single row of headers on top (such as filtered data). Along with this, Copilot in Excel will also now be able to provide more comprehensive answers, just like Word and PowerPoint, Teams and Outlook,

Next up, the edit box will be available on any Excel worksheet, regardless of the selected cell and Copilot will reason over the nearest table, or data range resembling a table, to the user’s selected grid area on the same worksheet.

Finally, Copilot in Excel will provides more conversational and comprehensive answers to a wide array of Excel-related questions, meaning that users can now receive step-by-step instructions to help with complex formulas, fixing errors in formulas or how to do something in Excel.

Copilot in Excel - Image (C) Microsoft
Image (C) Microsoft.

Copilot in Loop

Copilot is coming to Loop too – one of my favourite “new” apps, with what Microsoft call “Copilot-assisted Loop page creation”

For those unfamiliar with Microsoft Loop, it is described as “flexible canvases that assist users in organising and sharing their work with teams.”

Loop users can now utilise Copilot to transform a blank page into a structured document primed for team collaboration in record time. Whether starting from scratch or using an existing page or template, Copilot can swiftly generate a Loop page tailored to specific requirements, be it a project plan, a feedback session, or any other collaborative effort.

Image showing Copilot in Loop.
Image (c) Microsoft.

Read More

Microsoft 365 Roadmap: Microsoft 365 Roadmap | Microsoft 365

Microsoft Teams to be “split” from new Office 365 subscriptions.

Microsoft is separating Teams from Office 365 globally after agreeing to split this in EMEA to after EU competition regulators started to investigate Microsoft’s market share growth (since teams was bundled with Office 365), following a complaint from one of their rivals – Slack in 2020.

Microsoft said that the unified move to make the change global will “ensure clarity for customers“.

This will impact all new customers and give existing customers the option to split Teams or keep it in their subscription should they wish!

When does this change take effect?

This change came into affect (1st April) and affects how new customers buy Microsoft 365/Office 365 and Teams moving forwards for net new customers. In short, this means that net new M365 or O365 subscriptions will no longer include Teams and this application will need to be added on separately. The new skus are being created as we speak and will be available shortly.

Note: I have been told that while this was announced from 1st April, the hard stop will be actually be 30th June which is end of Microsoft FY24 Fiscal.

Why are Microsoft making this change?

Microsoft have issued a full brief on this which you can access here, but in short, they have said the following:

"Last year Microsoft updated the way Microsoft 365, Office 365, and Teams were licensed in the European Economic Area (EEA) and Switzerland in response to concerns raised with the European Commission. Now we're announcing our plan to extend that approach worldwide as globally consistent licensing reduces customer confusion and streamlines decision making.

...Microsoft is introducing a new lineup of commercial Microsoft 365 and Office 365 suites that don't include Teams in regions outside the EEA and Switzerland, and a new standalone Teams offering for Enterprise customers in those regions.

We're also ending the sale of net-new subscriptions to existing Microsoft 365 E3/E5 and Office 365 E1/E3/E5 Enterprise SKUs with Teams across all channels: volume licensing (VL), Cloud Solution Provider (CSP), and Web Direct. All new Microsoft 365 and Office 365 Enterprise customers in regions outside the EEA and Switzerland will need to choose from new offers for that region. Existing customers in these regions who wish to continue using suites to which they have already subscribed can do so (including renewal, upsell, and license adds.

What about existing customers?

Microsoft have said they are stopping the new sale of subscriptions to existing Microsoft 365 E3/E5 and Office 365 E1/E3/E5 Enterprise SKUs with Teams across all channels: volume licensing (VL), Cloud Solution Provider (CSP), and Web Direct.

This means that all new Microsoft 365 and Office 365 Enterprise customers in regions outside the EEA and Switzerland will need to choose from new offers for that region.

Existing customers in these regions who wish to continue using suites to which they have already subscribed can do so (including renewal, upsell, and license adds).

How will prices be affected?

Microsoft will be publishing updated SKUs and pricing in the coming few days which you’ll be able to get from you Microsoft licensing partner.

There will also be a net price increase in pricing as a result for new customers (I see this as a stealth tax) due to the separation, but for existing customers (renewing) there is no price change.

Pricing example..

  • Microsoft 365 E3 (with Teams): £33.10 RRP
  • Microsoft 365 E3 + Teams Enterprise: £31.10 + 4.30 = £35.30

So here you can see an increase of £2.20pupm, which is circa £26k (RRP) for a 1,000 seat organisation.

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

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

Microsoft unveils OneDrive 3.0

Microsoft ran a special OneDrive event yesterday (3rd October) where they announced a major new update for their OneDrive platfom (which provides cloud file storage, management and sharing) for Microsoft 365 consumer and commercial customers.

The event was hosted by Jeff Teper (president of collaborative apps at Microsoft).

Dubbed “OneDrive 3.0 update” this includes some new design elements, AI and with many new features for IT and for users.

OneDrive 3.0 – (c) Microsoft

What’s new with OneDrive 3.0?

Microsoft’s OneDrive blog takes an deep dive at what’s coming next with the OneDrive 3.0 update, but one of the major efforts Microsoft are promising with this update is to make it easier for users to find the files they have stored and shared, which is going to result in some design changes to the OneDrive home page on the web including a new “for you” area.

“The new OneDrive Home experience reduces the time to find your files so you can spend more time doing. Our new “For you” area uses AI-powered file recommendations to surface files personalized to you, bringing the most relevant, time-sensitive content to top of your OneDrive. We’ve also added rich, context-based organization, such as views that show you recent, shared, and favorite and files from meetings“.

Microsoft
Onedrive 3.0

Microsoft also has a new Shared page in OneDrive, where users can see which files are shared by which people and how they were shared. There’s also a new People view page, where you can see the files shared with individuals. Other new OneDrive file pages including seeing which files were shared in different meetings, along with filtering files by their specific type.

Users will also receive a revamped Shared page, where they can see all the files they have shared or received, along with the names of the people involved and the sharing method. Another new feature is the People view page, where users can see the files they have shared with specific individuals or groups which is designed to help users keep track of their collaborations and communications. OneDrive will also allows users to see the files they have shared in different meetings, such as Teams or Outlook meetings. Users can also filter files by their type, such as documents, images, videos, etc.

New OneDrive Sharing Page coming soon.

These new features are designed to enhance the user experience and productivity of OneDrive. There also new cudtomisation options and a slew of new security enhancements, and IT tools.

Onedrive Customisation

Microsoft are also bringing more customisation to OneDrive allowing users to change the look of their OneDrive files by changing the colours of different files, folders or file types in the web interface. There is also the ability to label certain files as Favorites.

More updates on their way

Microsoft also revealed that OneDrive will soon a flux of other new features which will roll out the next coming weeks and months. These include:

  • Being able to launch your preferred desktop app to open a file stored in OneDrive.
  • Being able to view all your photos and videos in one page with the new Media view.
  • Ability to create a new document and go straight into edit mode from inside OneDrive with the “Add new” feature.
  • New offline mode which will work in the browser and then sync changes when back online, allowing users to launch OneDrive in the browser without internet access and perform various file operations.

Security and Admin enhancements

A bunch of new IT admin management and security control are also on their way…

  • Granular conditional access policies will provide IT and SecOps teams to set different access requirements for users who work with confidential files, such as multi-factor authentication and granular conditional access policies.
  • Restricted access control policies will enable IT to block access to shared files in specific OneDrive accounts by limiting them to a certain security group
  • Moving OneDrive accounts across tenants (a much requested feature) will allow IT admins to migrate OneDrive accounts from one tenant to another during mergers, acquisitions, or divestitures, while preserving the existing sharing links and permissions.
  • Block download policy is a new control that will more easily allow IT admins to prevent users from downloading, printing, or syncing files and Teams meeting recordings from SharePoint or OneDrive.
  • Collaboration insights (currently in private preview) will allow admins to identify user collaboration and sharing patterns across the organisation.
  • Data export for OneDrive sync client admin reports: Allows admins to access sync admin reports on volume, health, errors, and more via Microsoft Graph Data Connect for SharePoint. This feature will be available in public preview in Jan 2024

Copilot is coming OneDrive

Finally (and it wouldn’t be a Microsoft event in 2023 without it), Microsoft annouced that in December, OneDrive for Microsoft 365 commercial customers will also get access to Copilot, a generative AI assistant that can help you find and summarise the files you need without opening them.

This new Copilot for OneDrive will need a Microsoft 365 Copilot license.


Read the formal OneDrive blog and watch the annoucement below. 👇

https://techcommunity.microsoft.com/t5/microsoft-onedrive-blog/unveiling-the-next-generation-of-onedrive/ba-p/3935612

Microsoft launches Teams Town Hall – Replaces Live Events

Microsoft is replacing Microsoft Teams Live Events with a new “Town Hall” in the experience. Users with Team Premium licenses will also gain exclusive access to new “advanced features”.

Teams Town Hall | Image (c) Microsoft

What is Teams Town Hall?

Town Halls is revamped experience for large-scale events in Teams called Town Halls, cv will replace Live Events. The new Town Halls experience is officially available for commercial customers from Thursday October 5, 2023.

What features does it offer over Live Events?

Teams Town Halls offers many new advanced production capabilities, a new experience offering a structured approach for attendee engagement, and a new unified experience for users. Some of these features will only be available to Teams Premium customers.

  • Teams Town Hall enables customers to host various types of internal and external events, such as company-wide town halls, all hands, global team meetings, internal broadcasts, fireside chats, and more.  It gusto provides much better support for external presenters.
  • Teams Town Hall supports up to 10,000 attendees, and up to 20,000 attendees for Teams Premium customers. It also allows up to 15 town halls to run at the same time, and up to 50 for Teams Premium customers
  • Teams Town Hall features advanced production capabilities, such as a new meeting template, third-party eCDN support, green room functionality, control over what attendees can see, moderated Q&A sessions, and more.
  • Teams Town Hall provides a structured approach for attendee engagement, such as attendee reporting, live reactions, polls, surveys, and more.
  • Teams Town Hall features Email communications and advanced customisation (for Teams Premium users). Organisers will be able to send pre-configured email templates for the event invitation and the event recording emails instead of manually creating a separate email, copying the event link, and sending a calendar invite to attendees.
  • Teams Town Hall will (soon) support both RTMP-in (so events can be produced directly from an external encoder and integrate different external media feeds) and
    RTMP-out, allowing organizers to stream the event out to a custom app or different endpoint outside of Teams such as YouTube, LinkedIn, X, Meta Workplace, and others. Note, this functionality will be available next year.
  • Teams Town Hall will create a unified experience for users whether they are hosting a small meeting, customer-facing webinar, or company-wide town hall. The current live event platform is not a consistent experience with Teams.
  • Teams Town halls will (soon) be integrated with Viva Engage to allow attendees to view the event in Viva Engage, whether the event is produced directly in Teams or with an external app or device.

When will Teams Live Events be retired?

Retirement of the current Teams Live Event service will continue to be supported over the next 12 months and fully retire by September 30, 2024.

Existing recordings will be available until December 31, 2024, but the transition to town hall must be completed before the retirement date.

Getting Started with Teams Town Hall

To help customers get started with Teams Town Hall, Microsoft are offering technical guidance and support resources including on demand and instructor-led training, and FastTrack onboarding assistance for eligible subscriptions.

To set-up a new Town Hall event, users (unless disabled by policy) can create a new Town Hall directly from Teams as shown below.


Don’t forget Microsoft Mesh

Microsoft is also rolling out Microsoft Mesh to Teams users in public preview in this month (October 2023). Mesh is a virtual reality platform that will enable richer and more immersive events. It will work on PC and Meta Quest VR devices. You can read more here.

Microsoft September 2023 News: The new and exciting stuff

Microsoft hosted a live Surface and AI event on Thursday 21st September where they announced a lot of new and exciting features and products across its various platforms and services. In this blog post, I have tried to summarise the most notable ones and explain how they might benefit you and your organisation.

Disclaimer (and product plug) - Since this was an AI event in whole, I also want to state that other than some slight tweaks, this blog post was written by Bing Enterprise Chat - Microsoft Designer created the image. The whole thing took less that 10 minutes. 

Copilot: Your AI Assistant at Work and Beyond

Copilot is a new feature that uses artificial intelligence (AI) to help you with various tasks, such as drafting emails, summarizing texts, creating images, and more. You can access Copilot from Windows 11, Microsoft 365, Edge, and Bing, and chat with it in natural language. Copilot will understand your intent and provide relevant assistance based on the context and your data.

For example, you can ask Copilot to draft an email for you with a specific tone, or to generate a graphic art based on your description. You can also use Copilot to answer questions, troubleshoot your PC, control your settings, and access recommendations. Copilot is designed to save you time, reduce your cognitive load, and ignite your creativity.

Copilot will be generally available for enterprise customers on November 1st, and for a select group of consumers and small business customers as part of the Early Access Program (EAP). It will initially be limited to three hundred licenses and will cost $30 per user per month.

Windows 11: The Most Powerful and Personal Windows Ever

Windows 11 is the latest (and IMO best) version of the Microsoft’s desktop operating system that powers millions of devices around the world. Windows 11 offers a fresh and modern design, improved performance, and security, and a more personalised and connected experience. They announced the latest update coming next week (Sept 26th). Some of the new features in Windows 11 will include:

  • An updated Start menu that gives you quick access to your apps, documents, and settings.
  • An updated Taskbar that lets you easily switch between multiple instances of each app, hide the time and date, and end tasks with a right-click.
  • A new Dev Home that helps you set up your development environment by downloading apps, packages, or repositories, connecting to your developer accounts and tools, and accessing experimental features in WSL.
  • A new Dev Drive that provides a fast and secure storage volume for developers, with a file system that delivers both performance and security.
  • A new WinGet Configuration that simplifies the setup process for developers by reducing it to a single command.
  • New Gallery in File Explorer that makes it easy to access your photo collection across all your devices.
  • A new Snipping Tool that lets you record your screen with audio and mic support, copy and redact text from a screenshot, and edit your images with Paint.
  • A new Photos app that has new editing capabilities to achieve stylish background blur effects and makes it easier to find specific images backed up in OneDrive.
  • Updated Narrator that uses natural human voices in new languages, and lets you use voice access to log in to your PC and access other areas on the lock screen.
  • Refreshed Notepad app that automatically saves your session state, allowing you to close Notepad without any interrupting dialogs and then pick up where you left off when you return.
  • A new Instant Games feature that lets you play your favorite casual games directly from the Microsoft Store without the need to download and install them on your device.
  • Windows Copilot – Your Copilot for Windows.

Windows 11 also announced general availability of Windows 365 Boot and Windows 365 Switch, which allow you to log into your Windows 365 Cloud PC as the primary Windows experience on the device or easily switch between the Cloud PC and the local desktop. Windows 365 is a cloud PC service that lets you stream a full Windows experience from anywhere on any device and is fully managed from Intune.

This update will start rolling out as a free update on September 26th.

Surface: The Ultimate Devices for Work and Play

Surface is Microsoft’s line of devices that combine innovative design, powerful performance, and versatile functionality. Surface devices are built to work seamlessly with Windows 11 and Microsoft 365, offering the best productivity and creativity tools for work and play. I am a massive fan of Surface

The new / refreshed Surface devices include:

  • Surface Laptop Studio 2: The most powerful Surface ever built, with the latest Intel Core processors, NVIDIA Studio tools for creators, touchscreen display, and flexible design with three unique postures.
  • Surface Laptop Go 3: The lightest and most portable Surface Laptop, with touchscreen display, premium features like an incredible typing experience and a Fingerprint Power Button, and four stylish colours.
  • Surface Go 4: The baby Surface Pro is this time, available only for corporate and not consumer market (why??), the device is the same dimensions as before but is more repairable (the most repairable and sustainable device int he Surface Fleet). It ditches the 4GB RAM option (good) and brings a higher spec entry level processor. Pricing increases too which is a shame as is ditching consumer market. These are great for school kids.
  • Surface Hub 3: The ultimate collaboration device for teams, with a large interactive display that runs the Microsoft Teams Rooms experience. Surface Hub 3 pairs seamlessly with Teams-certified devices and supports Hub on day one. There was also an upgrade announced for Surface Hub 2S customers to upgrade to Surface Hub 3,

The new Surface devices are available for pre-ordering now.

Microsoft 365: The World’s Productivity Cloud

Microsoft 365 is a cloud-based subscription service that offers the best productivity apps for work and life. Microsoft 365 includes apps like Outlook, Word, Excel, PowerPoint, OneNote, OneDrive, Teams, Stream, Loop, Clipchamp, and more.

Microsoft 365 Copilot (which will be available from 1st November) is an add-on service at $30 per user per month and provides in-built AI-powered features and services that help you get more done across all your Office 365 apps and services – with support also coming to Microsoft Designer, Loop and Clipchamp and more.

Some of the new features and services in Microsoft 365 include:

  • Copilot in Outlook, Excel, Word, Loop, OneNote, Stream, and OneDrive: Copilot is integrated into various Microsoft 365 apps to provide AI assistance for different tasks. For example, you can use Copilot in Outlook to draft emails, in Excel to create charts, in Word to summarize documents, in Loop to generate content blocks, in OneNote to take notes, in Stream to transcribe videos, and in OneDrive to find files.
  • Generative Expand, Fill, and Erase in Microsoft Designer: These features let you manipulate images in creative ways, such as expanding the canvas, filling in missing areas, or erasing unwanted objects. Generative Erase is generally available now, and Generative Fill and Expand are coming soon.
  • Copilot Lab: Copilot Lab is a feature that lets you learn how to use Copilot effectively, share your favorite prompts with coworkers, and get inspired by other users. Copilot Lab will be accessible to all Microsoft 365 Copilot users once it’s generally available in November.
  • Mobile Application Management (MAM) for Windows: This feature allows employees to access organisational resources through Microsoft Edge from an unmanaged device, while giving IT the ability to control the conditions under which the resources can be accessed.

Bing and Edge: The Smartest Way to Search and Browse

Bing and Edge are Microsoft’s search engine and web browser that offer a fast, secure, and personalized way to search and browse the web. Bing and Edge use AI to provide relevant information and assistance based on your needs and preferences.

Some of the new features and improvements in Bing and Edge include:

  • DALL-E 3 in Bing Image Creator and Microsoft Designer integration: Bing Image Creator is a feature that lets you create images from text descriptions using AI. Bing Image Creator is now powered by DALL-E 3, which produces more realistic and detailed images. You can also access Bing Image Creator directly from Microsoft Designer for further editing.
  • Content Credentials: Content Credentials is a feature that uses cryptographic methods to add an invisible digital watermark to all AI-generated images in Bing. This helps you verify the origin and authenticity of the images. Content Credentials will be supported in Bing Image Creator, Microsoft Designer, and Paint soon.
  • Bing Chat Enterprise: Bing Chat Enterprise is a feature that lets you chat with Copilot from the Edge mobile app. You can also use multimodal visual search and Image Creator from Bing Chat Enterprise.
  • Copilot in Microsoft Shopping: Copilot in Microsoft Shopping is a feature that helps you find what you’re looking for more quickly. You can ask for information on an item, and Bing will ask additional questions to learn more. Then, Bing will use that information to provide more tailored recommendations. This feature will be available soon on both PC and mobile.
  • Personalised Answers: Personalised Answers is a feature that uses your chat history to inform your results. For example, if you’ve used Bing to track your favorite soccer team, next time you’re planning a trip it can proactively tell you if the team is playing in your destination city. Personalized Answers will begin to roll out soon.

Microsoft Advertising: The Best Way to Reach Your Customers

Microsoft Advertising is a platform that helps businesses connect with their customers across the web. Microsoft Advertising offers various solutions and tools to create effective and engaging ads that reach the right audience at the right time.

Some of the new features and improvements in Microsoft Advertising include:

  • Copilot in the Microsoft Advertising Platform: Copilot in the Microsoft Advertising Platform is a feature that simplifies and enhances every aspect of your experience with the platform. You can use Copilot to create campaigns, get content recommendations, optimize your performance, and more. This feature will be coming soon.
  • Compare & Decide Ads: Compare & Decide Ads are a new type of ads that pull relevant data of various products or services into a succinct table. This helps users easily evaluate different options based on their criteria. Compare & Decide Ads will be available for cars initially and will be brought to closed beta in early 2024.

Conclusion

These are just some of the highlights from the Microsoft September 2023 News. There are many more features and products that we didn’t cover here, but you can find them on the current web page context. I hope you are excited about these new developments, and I would love to hear what you are most excited about.

Five things to know about Microsoft 365 Copilot

I have run well over a dozen Business Briefing sessions with customers over the past month and whilst still not available to (most of) us yet, one thing is for certain – Microsoft 365 Copilot will be an absolute game-changer for any business that uses Microsoft 365 as their primary productivity and collaboration toolset.

If you are already leveraging Teams, OneDrive, SharePoint, Office, and even apps like Forms, Loop and Viva, the way you work with these apps, with your teams and customers is about to be turbo charged – bringing huge benefits to every employee who has a Copilot license.

This blog covers the 5 key things I’ve been talking to business’ about in the run up to release of Microsoft 365 Copilot.

Recap – what is Microsoft 365 Copilot

Microsoft 365 Copilot will be as deep rooted into Office 365 as Windows is on moder desktop and will be as revolutionary and disruptive as the hype. Whilst we may have “heard this before”, my early experience of Microsoft 365 Copilot tells me that this goes beyond any form of productivity gains we’ve been promised or seen before.

Microsoft 365 Copilot will be an absolute game-changer for any business that uses Microsoft 365 as their primary productivity and collaboration toolset.

Copilot won’t just be for IT and the techies either – in fact, IT may benefit the least!

Copilot will help increase the speed to get work done, improve the quality and help people get more from your tools and data. It should help increase profit by automating tasks, enhancing productivity, and improving skills.

Copilot will be accessible to users through natural language and starts with a prompt from you in the associated Office 365 App through an approach called “grounding”. Microsoft 365 Copilot will help with anything and everything. It can help you with tasks such as analysing data in Excel, summarising documents, creating presentations from scratch or content elsewhere in PowerPoint, automatically minuting meeting and assigning follow-up tasks and providing detailed responses to any clarifying questions.

There is so much excitement for Microsoft 365 Copilot but also many things’ organisations need to do to prepare to ensure they get the best return on their investment – yes, it’s an investment, at circa $30 per user per month.

Here’s my five key things to be excited about and to make sure you prepare for….

Whether you are a business leader, manager, or a member of team, you need to understand how Copilot works and how it can benefit your role and your organisation. Otherwise, you will find your competition are using it to their advantage.

#1 It’s still a waiting game….

Whilst Microsoft announced Microsoft 365 Copilot back in March 2023 and made it available to an extremely limited (twenty-six) US organisations, the sizzle videos Microsoft released, which dominated social media has sparked huge interest, questions, and speculation about what is coming.

Then, in June 2023, Microsoft expanded the availability of the product to an “invited” list of around six hundred customers. Microsoft said they also expect to release Microsoft 365 Copilot in the “coming months” but realistically I think that this is still nine to twelve months away, though I expect the private preview will be available to more organisations around the time of Microsoft Ignite at the back end of 2023.

Whilst we hate to wait – there is a lot of preparation that most organisations will need to do to plan, prepare (and pay) for Microsoft 365 Copilot to get the best value from it.

We also now know that Microsoft 365 Copilot will set you back around $30 pupm based on the pricing Microsoft announced back in June 2023.

#2 – Quality of your data will be critical to success of Copilot

Microsoft 365 Copilot is powered by a large language model (LLM) that can access and analyse information from the Internet (it’s built on ChatGPT-4) but most importantly (and the main differentiation of this and ChatGPT), your organisational data.

Microsoft 365 Copilot will be deep rooting into your Office 365 environment, giving it the ability to leverage your Outlook messages, Teams chat, calls and meetings, OneDrive and SharePoint documents, Loop components, CRM data (Dynamics 365), Azure Files, and other internal and external data (via plug-ins) that it is permitted to access – and act on this data (at your command) to provide you create new content (from multiple sources), analyse data, compare content or re-write work directly from within your Office applications and services.

The other thing that stands Microsoft 365 Copilot aside from other AI tools like ChatGPT is a new indexing tool coming to Microsoft 365 called Semantic Index for Copilot, which is a sophisticated map of all your user and company data. For example, when you ask Copilot about the “March Sales Report,” it doesn’t simply look for documents with those words in the file name or body, it instead understands that “sales reports are produced by Kelly on the finance team and created in Excel.” And it uses that conceptual understanding to determine your intent and help you find what you need.

Sounds incredible right? Yes, but Microsoft 365 Copilot’s performance will depend primarily on what you ask it to do (more on that later), and the quality and completeness of your data. If your data is inaccurate, has multiple conflicting versions, or the permissions/access control are not correct, it may not give you the best results or even be able access the information. There is also the danger that it will have access to things you think it shouldn’t if your data governance and protection need work!

Therefore, if you do nothing else while you wait patiently for it, you need to ensure that your data is clean, updated, and consistent. The quality and security of your data has never been so important.

This is something that will need addressing and it is something that Microsoft strongly recommend doing now (while you are waiting for Copilot to be available).

Teh success of Microsoft 365 Copilot within your organisation will not be Copilot itself - it will be your organisational data that Copilot relies upon to do its job. 


#3 The impact of Copilot will be huge for everyone.

We’ve all (most likely) used ChatGPT or Bing Chat Enterprise to help us write or summarise text, but with Microsoft 365 Copilot, employees will be able to get a jump start into whatever task they are starting or finishing.

This is because, with Copilot, Microsoft have not just added a tool that can access Generative Chat services (think Bing Chat Enterprise – which is powered by ChatGPT4).

Once you have your hands on Microsoft 365 Copilot, employees will be able to focus on the part of work that needs real human and skilled input, using the power of AI to get started quicker, improve quality of our work, and spend less time on mundane tasks. Microsoft 365 Copilot should be able to assist people in creating high-quality content in a a much shorter amount of time.

Using AI to improve how we work – Image (c) Microsoft.

You will have seen from the demos that every Office app will have a Copilot button, which once clicked will call your Copilot assistant’s chat box right from within your application.

For example….

  • In Excel – Copilot can help analyse data and generate charts, creating formulas from free text input, visualise information better or look for trends across different cells, sheets, or workbooks. It will also be able to help with data management by suggesting content and formatting options for your spreadsheets
  • In Word it will help you write documents, curate executive summaries, create proposals or summarise from emails, presentations, or meeting notes. It will be able to write, edit, summarise, and creates right alongside you with only a brief prompt. Copilot will help you create a first draft of document, bringing in information from across your organisation and the internet as needed. Copilot can add content to existing documents, summarize text, and rewrite sections or the entire document to make it more concise.
  • In PowerPoint – Copilot can help you turn your ideas into stunning presentations. Copilot will be able to transform existing written documents into decks complete with speaker notes and sources or start a new presentation from a simple prompt. It will be able to condense lengthy presentations at the click of a button and let you use natural language commands to adjust layouts, reformat text, and perfectly time animations. Microsoft call it your “storytelling partner”
  • In Outlook – According to a report by McKinsey, the average employees spend 28% of their time reading and responding to emails. Copilot will help you triage your inbox, summarise long email threads, and generate replies for you. Copilot will also help you with tasks such as scheduling meetings, creating tasks, and setting reminders and can also help with email management by suggesting content and formatting options for your messages.
  • In Teams – Copilot will help you summarise and prepare for meetings by combing through all your documents, emails, meetings, files, and resources to get you information you need that is highly relevant. It can streamline tasks such as scheduling meetings, creating agendas, and taking notes during meetings. It can also help you with tasks such as creating tasks, setting reminders, and managing your to-do list. Copilot can also help you with team collaboration by suggesting content and formatting options for your messages.
Copilot won't be limited to Microsoft 365 either. Copilot is coming to Dynamics 365, Teams, Viva and of course Power Platform. Copilot is also coming to Windows 11, Bing and of course their developer tools GitHub. There's even a Security Copilot for your Microsoft 365 Admins and SOC.

#4 Copilot “should” pay for itself.

Watch the sizzle video again – Microsoft 365 Copilot will be able to do all the things shown here just by chatting to the Copilot chat bot. it and will also suggest things proactively.

At $30 per user per month, this can add a lot of cost to your cloud subscriptions, but rest assured, Copilot will save vast amounts of wasted time, which will increase productivity (letting people work on other things). Copilot is there to aid every person do almost any task in any app.

For example

While you may not be able to test this until you have your hand on a pilot yourselves, most of the organisations I have spoken to know that eventually investment in AI has the potential to more than pay for itself. With Microsoft 365 Copilot, this $30 (£25) pupm, should improve output and productivity, save time (which saves money) and enabled people to get more done quickly (which saves money) depending on how you look at it to more than £25 pupm in investment.

So, £25 a month is around 75p per day. If you have someone earning £50,000 a year, and they work ~250 working days then this is about £200 a day or £25 an hour.

Now, say they host/run TWO meetings a month and spend 30 mins writing up minutes and action plans after the meeting – then that’s about one hour @ £25 cost.

If, instead of doing this themselves, Microsoft 365 Copilot could write up the minutes and take actions just for that one meeting then we have technically saved that £25 for an investment of £25 (per month) – so we have already broken even after one Copilot run meeting!

Once you’ve run a pilot and tested this out, I am pretty certain almost every person or role would benefit from Copilot and even if not everyone, you’ll want to look at a time and motion study (or mini assessment anyway) and look at the ways Copilot can squeeze an additional 30 mins a day in time back or revenue generating tasks.

#5 – It won’t be perfect so make sure you “check it’s work”

Like all transformative technologies, there are tasks that AI is not well suited for, so it’s important to be aware of the potential drawbacks.

AI-produced content and outputs may contain inaccuracies, biases, or sensitive materials because they were trained on information from the internet, as well as other sources. AI may not know about recent events yet, and struggles to understand and interpret sarcasm, irony, or humor. Please remember that it’s not a person.

Microsoft advise that “It’s important that you review any content the AI generates for you to make sure it has accurately produced what you wanted.” – this means you are responsible for the content and checking its sources!!

Remember again, that Copilot’s ability to do the best job will be reliant on what you ask and where the data comes from that it uses, so remember – rubbish in, rubbish out. Your pilot and testing of Copilot are critical in making sure users get the best experience.

Preparing for Microsoft Copilot

Everyone got very excited when Microsoft introduced the world to Microsoft Copilot back in March this year and just yesterday they reached a new milestone, after annoucing a private preview with just 600 global customers.

But… One of the questions I get asked a lot (between colleagues, partners and customers) is “…are there things we need to do to be ready for Copilot when it becomes available”.

The simple answer is yes – if you want it to work as expected

The longer answer is “it depends” on if you plan to use it, how well your current data is structured, organised and governed, and what processes you have in place around user education, training and change management.

Based on the work I have been doing with Microsoft, this list is aimed to provide the key things, suggestions and considerations for IT, managers and leadership on things you’ll want to get ship-shape while we wait for Copilot to be more generally available, which my sources tell me will be late 2023 to Q1 2024.

1. Get your data in shape.

The reason Microsoft 365 is the productivity suite of choice for so many (arguably most) organisations is because it brings together applications, data, groups, users and services into a common and integrated suite, as well as providing thousands of connectors to allow organisations to connect third-party apps and data into mix.

Powered by the Microsoft Graph, Microsoft 365 already has the power to connect people, teams, and organisations across all their apps and services in an intelligent and context aware, with AI powered services scattered across the Microsoft 365 apps and services you use every day….

With Microsoft Copilot….this will move to a whole new level.

Copilot will put conversational AI at the front and centre of every app and service you know and use. Leveraging personal context, re-generative learning and of course the Microsoft Graph, Copilot will make its’ own deductions on what you ask, what you mean, and how you work. Whilst it will learn and evolve, it will of course, still be dependent on your organisational data, and how its structured, governed and secured.

This means if you have say 50 different documents spread out in 15 different locations that talk about your company strategy or business objectives, and only one of them is the up-to-date version. How will Copilot know which version is correct when it needs to surface information based on a request? In the same way, if the management and reporting structure, job titles and other information is incorrect in Azure AD, Copilots’ decisions and advice around people will also likely be incorrect.

To help, organisations get AI-ready, Microsoft have announced that they will soon start to roll out a service known as Semantic Index for Copilot. This is a new service coming to Microsoft 365 which will create a sophisticated map of your data to help you test how Copilot will ingest and act on your data. Image for example a sales manager asking for “FY23 Sales Report,”. Copilot will be data and context aware, meaning that it will not simply look for documents that contain keywords in the filename or text body. Instead, Copilot will try to “understand” and “learn” about who within the organisation produces such reports, when they are shared, and where they are shared to.

Microsoft say that Semantic Index for Copilot will be a vital tool to help organisations ensure that employees will get predicable, relevant, accurate, and actionable responses to their asks of Copilot and will help your organisation to “tweak” their data lifecycle and governance to ensure that the data Copilot acts on is correct and accessible (or not) by the right people.

What should you do?
1. Check and refine your SharePoint and Teams lifecycle, governance and compliance policies
2. Speak to your Microsoft partner about a funded data governance workshop
3. Review and update Active Directory (or connect to HR to ensure these are up-to-date)
4. Look out for the release of Semantic Index for Copilot to "test your data"

2. Get your security in order

In a similar fashion to making sure our data is correct from a version and validty perspective, if we dont get our security and access control polcies in shape, we risk Copilot duiscovering data that a employee or team may not “meant to have access to”.

In the much the same way that the Office 365 apps “discover” the data around you – presenting files that your collegaues and teams are working on together, Copilot will do the same but on a whole new level, as what is searches for, indexes and uses, will be instructed by the user rather than simply surfaced.

Just like the rest of Microsoft 365, Copilot will adhere to the security, privacy, data governance and data sensitivity policies that has been set-up within your organisation, and will not provide information that the user doesn’t have access to. It may suggest for, example, “you dont have access to that, you may need to request this from Pam in accounts”.

The potential problem of course is that many (ok most) organisations have a sprawl of Teams sites, poor or inconsistent data governance, and inadequate user training, meaning that put simply, you may not realise the sheer amount of information and documents that is being shared within your organisation, and more importantly who actually has access to what data and how many copies may exist and where!

We all worry about Security – do we have MFA? Do we have conditional access configured? Are account protected? Is sensitive information protected? etc. We know the slogan “hackers dont hack in, they login” – just imagine if you have Copilot, and a users’ identity gets compromised. They log in, and with Copilot at their fingertips, they don’t need to worry about where stuff is stored as Copilot will do all the discovery for them!

So what can you do?
1. Review and refine your document management, security and privacy policies - perhaps introduce or enforce DLP and Data Classifcation - aka Microsoft Purview
2. Review your security posture, MFA enforcement, risk based conditional access etc
3. Create straightforward instructions and train people where to store documents and how to protect and secure them
4. Run a pilot and look at adoption data loss prevention and information classification to protect sensitive data.
5. Speak to your Microsoft partner about a funded workshop for 1, 2 and 3.

3. Explore, Plan, Experiment – but treat it as organisational change!

The release of Microsoft Copilot is still a little way away (it is a closed Private Preview today with around 600 global organisations) and there are currently no dates on the roadmap for a public preview mainstream release. There is also no pricing yet about pricing.

What we do know is – it is coming and it will fundamentally impact and change how your people and teams will work. Yes, there is still an element of hype, lots of desire to test it out, loads and loads of questions and lots of unknowns.

Communication and training is going to be a key part of sucess. How do you interface with AI? Yes its’ intelligent, but it’s not a human, therefore people need to be taught how to best work with Copilot. Bear in mind most people use around ten percent of the functionality of say Teams (with most just using basic functions like chat and calling), but to get the most from it, users need to know what to expect, how to use it and how the organisation wants (or not) employees to use it…

Create a pilot group and mini success team. Use this team to keep up-to-date with the news and blogs and above all make sure leadership, management and IT are “in the know”.

Start communicating your plans for Copilot and AI in general. Employees will and should have questions. Are there roles that might change or not be needed? Will you stop hiring? Will you wait and see? It will be important to talk to, and listen to employees, and ideally form a “success with AI” unit, bringing people together from different parts of the business, to discover the challenges they face in their everyday work and how they think and hope AI will help them.

Above all – think of this like a project (one of continual change). Depending on your business, AI will have an impact, and the whole organisation will need to understand and embrace this change (once we have it all working of course). Consider an AI abmassador and follow your usual approach to change management with a roadmap, PoCs, pilots and feedback groups so you hit it head on, with ideas, and a solid vision but with room for hiccups, course changes and surprises on the way.

That sounds like a lot - what can we do?
1. Build a success unit (could be a Team site of Viva Community)
2. Get onto early adoptor programmes when availble, go to the AI conferences and start to leverage demos etc when available.
3. Talk to your peers, partners, and Microsoft Team and look out for funded workshops which will likely be available from summer.
4. Read Microsoft's Worklab report on working with next generation AI (it's a good read).

4. Keep Calm – it is coming but there is time to prepare

Microsoft has just announced the launch of their Microsoft 365 Copilot Early Access Program. It’s an invitation-only, paid preview program that’s set to roll out to only 600 clients across the globe at first in the coming weeks.

They say that they have received overwhelming feedback from their initial early preview clients, they have been “testing the concepts” with. They say those clients have indicated huge benefits to business and the ways in which it can transform and reshape work. In recent months, Microsoft have also released further information around how Copilot will will impact other applications such as Viva, Dynamics 365, Teams and more with new capabilities being announced almost weekly.

This new generation of AI will remove the drudgery of work and unleash creativity…There’s an enormous opportunity for AI-powered tools to help alleviate digital debt, build AI aptitude, and empower employees

Satya Nadella |Chairman and CEO |Microsoft

We will know more as we move forward – there are lots of moving parts – previews, public previews, (potentially) governments getting in the way, data soverignty issues (today data is only processed in the US and not local in local geo), licensing prices and of course availabilty….

In fact – this is probably already out of date as its a rapid moving landscape, and this is just the tip of the iceberg and just Microsoft.

What should you do?
1. Keep checking with your Microsoft team,. your partner and the Microsoft 365 Roadmap
2. Start thinking roles that will be positively affected by AI in the workplace. Speak to users, buid your success team.
3. Think about new skills your teams will need to work along side AI.
4. Read Microsoft's Worklab report on working with next generational AI (it's a good read).

What is next in CoPilot?

A good question….

When Microsoft annouced Copilot in March, where they showed the value concepts in apps like teams, Powerpoint and Excel, they said that this was “just the beginning”. Over the last couple of months, Microsoft have continued to tease new Copilot capabilities to bring AI to every part of Microsoft apps and services. The key annoucements (since the actual annoucement include):

  • Copilot in Whiteboard – which will make Microsoft Teams meetings and brainstorms more creative and effective. Using natural language, you will be able to ask Copilot to generate ideas, organize ideas into themes, create designs that bring ideas to life and summarise whiteboard content.
  • Copilot in Outlook will offer coaching tips and suggestions on clarity, sentiment and tone to help users write more effective emails and communicate more confidently.
  • Copilot in OneNote will use prompts to draft plans, generate ideas, create lists and organize information to help customers find what they need easily.
  • Copilot in Loop will helps your team stay in sync by quickly summarising all the content on your Loop page to keep everyone aligned and able to collaborate effectively.
  • Copilot in Viva Learning will use a natural language chat interface to help users create a personalized learning journey including designing upskilling paths, discovering relevant learning resources and scheduling time for assigned trainings.

Q&A – This will evolve

QuestionWhat we knowSource
Where will the data be processed by Copilot?Microsoft have said that currently all processing will take place is the US. It will eventually be regionalised based on customer tennant. No time scales yetMay 2023: Microsoft 365 Conference
Will Copilot respect data seciuroty and soverienty?Yes -Microsoft have made it clear that Copilots’ sphere of access will be limited to the user context in which it runs, goverened by your organisation’s policies. May 2023: Microsoft 365 Conference.
When will Copilot enter public preview?No dates annouced yet. Be sure to keep an eye on the Microsoft 365 Roadmap.
Will there be charge for Copilot.No offical news but the expectation is yes.
Q&A Table.

What do you think?

Like you, I am still working out what this means for our business, my teams and my people. I welcome your feedback, thoughts and ideas.

Getting started with Microsoft Loop [preview]

Microsoft Loop was originally announced back in late 2021 and a “next-generation co-creation app that connects teams and tasks across your tools and devices. It’s a new way of working – so you and your team can think, plan, and create together from anywhere!” | Microsoft.

Microsoft Loop “launch video”

Loop introduces a new collaborative way for people to come together and collaborate in new and simple way, breaking down the traditional barriers and issues of over emailing, co-authoring, and sharing. The flexible interface means employees can organise their workspace the way that works best for them.

Microsoft have been working for years to create a new kind of dynamic Office document, known as fluid. The core idea is to transform the tables, graphs, and lists that you typically find in Office documents into living, collaborative blocks of content that exist anywhere.

For me, what makes Microsoft Loop different is the sheer ways and places in which live collaboration can take place – from any Office App

One loop component shared in many places.

This means for example, that you can create and share loop components (a pool, list, paragraph etc), a loop page (consisting of multiple loop components), or a loop workspace (multiple loop pages) via any, or multiple methods such as in an email, a Teams chat or within say a Whiteboard. The loop component exists once, and all changes and updates are therefore update in real time no matter where they are.

Getting started with Loop

You can get started with Microsoft Loop by signing in with your work (or personal) account at https://loop.microsoft.com. You can also download the Loop mobile app for Android and iOS to access Loop on the go. I’d also strongly suggest pinning the Loop webpage as an app to make it easier to access like you would Word or Teams. You can do this from the tool bar in Edge.

Pinning Loop as an App

Microsoft say that the primary goal of loop is to help “break down silos between apps, people, teams, tools, and devices – enabling your people to be more efficient when creating or organising content” when compared to the current method of document sharing and co-authoring (though there are similarities to the latter).

Microsoft Loop has three main elements, which are made up of components, pages and workspaces.

Loop workspaces: shared spaces that allow you and your team to see and group everything important to your project. You can easily catch up on what everyone is working on and track progress toward shared goals. These contain loop pages.

Loop pages: flexible canvases in the Loop app where you can bring together people and all your components, links, tasks, and data. Loop pages can start small and grow to match the size of your ideas. You can share them across Microsoft 365 apps as a link or as an embedded Loop component. These contain loop components.

Loop components: are portable pieces of content that stay coordinated across all the places they are shared. They can be lists, tables, notes, and more. You can use them in your preferred app, like Microsoft Teams, Outlook, Word, Whiteboard, and the Loop app.

Loop | Image (C) Microsoft

So, you might be in a Teams chat and working on a quick table or list with a couple of a whole team of people. Rather than all send out multiple versions or create a formal document, you can quickly create a loop component in Teams and then if you need wider input, share that component in an email for others to review and edit – the table will be updated for everyone wherever it’s embedded or updated from.
Check out the example below.

Similar Products: Microsoft Loop is designed with collaboration and co-creation in mind. The main interface looks a lot like Notion, a workspace app that is used by Adobe, Figma, Amazon, and many other businesses. What makes Loop different is the seamless integration across the rest of the collaboration tools employees use in Microsoft 365. 

Benefits of using Loop

Microsoft Loop can help you work better with your team in many ways. Here are some of the benefits of using Loop to work:

Stay coordinated without switching apps: Loop lets you get more done from where you are working without needing to switch apps since Loop components synchronise across apps in real time meaning no copying and pasting information or switching between apps.

Get started quickly: Loop lets you kick off projects or discussions with intelligent suggestions and page templates along with quick access to add the other components you need to work together.

Work together wherever, whenever: Loop is all about collaborating on ideas asynchronously. Loop is simple to use, fluid and intuitive meaning people can come together regardless of time zone, location, and work preference.

Seamless integration across Microsoft 365 Apps: Loop lets you also assign tasks, have task lists, and therefore assign actions. As you’d expect these are fully integrated into the native project and task management features across Microsoft 365. This means teams can create progress trackers and custom labels and have these automatically synchronised up to Planner and To-Do.

Loop Use cases

Ok, so why might you want to use Loop? Afterall, people have been collaborating, brainstorming, working on stuff together for ever using the tools we already have. Since Loop is about breaking away from the constraints of the app and instead focusses on collaborate content, there are some notable examples of where organisations are using Loop to help with:

Brainstorming ideas: Loop is a great space to use components, such as lists, tables, or notes, to quickly create and share your ideas with your team. When available, Copilot will be able to be used to get AI-powered suggestions.

Creating a project plan: Loop pages can be used to make a dynamic project canvas. Since Loop page can leverage sync components such as Todo lists, planner boards and other components, you can create a flexible canvas for the project that is more creative. From here you can easily add components, such as tasks, calendars, roadmaps, and charts, and you can even link to other loop pages, files, or websites to pull all the project resources together in one place.

Preparing a Presentation or Executive Summary: Rather than sharing files and emailing back and forth, you can use Loop components, such as paragraphs, images, lists etc to draft and refine a presentation or document summary. You’ll also be able to use Copilot to improve your writing and generate content or create a starting point from another document. You can also insert Loop components directly into other office apps meaning they can contribute and review without needing access to the full document. This can also be useful for sensitive docs with limited audience.

Running a Meeting: This will soon be how meeting notes work in Teams – but, Loop components, such as agendas, notes, or polls, are a great way to plan and run meetings in real time. Since you can then share the agenda, actions, and other information into other apps like email and teams, these components (such as actions) can be updated easily from anywhere.

Loop Adoption tips

As with anything new that changes how we work, the key with evaluating the use cases of Loop are to start in a confined group.

Start small and simple: Loop is a new way of working together, so it might take some time to get used to it. Start with simple use cases, such as brainstorming ideas, creating checklists, or sharing notes. Use Loop components in your existing apps, like Teams or Outlook, to see how they can enhance your collaboration.

Show the value and benefits: Loop can help people work more efficiently and creatively. As you find use cases of your own, showcase these and spread the loop love. Show others how Loop can save time, reduce app and context switching, and keep everyone aligned. Share examples of how Loop makes the process easier than for example sending emails back and forth.

Be flexible and open-minded: Loop is a flexible and dynamic platform that can adapt to the diverse needs and preferences of different people, use cases and needs. Be open to trying new ways of working together and experimenting with different components and pages. Loop is designed to empower you and your team to co-create like never before.

Get feedback and support: Loop is new and in preview, so it’s not yet a finished product. Ensure you discuss issues and feedback using the feedback section in the Loop app. There are also loads of useful help articles and user groups on linked in and in the Microsoft Tech Community.

TIP: Modern Work Mentor does some great videos and tips on Microsoft 365 apps including Loop - make sure to follow him on his YouTube channel

Current Limitations

Yeah – it’s still in early preview so several things are not where they will be. For me one, the things I hope come soon are the ability to use Loop with guests/external users as today they are “internal only”. It would also be nice to be able to use Loop within Teams Channels (when used in a chat, the Loop is stored in the users OneDrive which is pain). I know both are high on the agenda for Microsoft.

What about Copilot?

Copilot will also be coming to Loop at some point (they do like to tease it) and is currently in private preview with a subset of organisations. Microsoft say that users will be able to use AI-powered suggestions to create a “brainstorm or blueprint”, with Microsoft adapting its Copilot to support a multi-user mode where people can work together with Copilot and ask it questions and manipulate the responses.

What is Microsoft 365 Copilot?

Microsoft has just announced Microsoft 365 Copilot, which will combine the power of large language models (LLMs) along with user data and signals from the Microsoft Graph – calendar, emails, Teams chats, documents, meetings etc.

In the sizzle style launch, Microsoft showed how Microsoft 365 Copilot will transform the power of Microsoft 365 apps and be able to turn an individual’s words into the “most powerful productivity tool on the planet“, while leveraging Microsoft’s existing commitments to data security and privacy.

Microsoft described existing AI systems as autopilot systems. Microsoft hopes to differentiate is by offering tools that use AI in a way to support human workers with humans at the center with that they called Copilot.

“We’re moving from autopilot to Copilot. As we build this next generation of AI, we made a conscious design choice to put the human at the centre of the product. Today is the start of the next step in this journey, with powerful foundation models and capable copilots accessible via the most universal interface – natural language – which will radically transform how computers help us think, plan and act.”

Satya Nadella | CEO | Microsoft.

Microsoft 365 Copilot isn’t just a better way of doing the same things – it represents an entirely new way of working. Copilot will be integrated into Microsoft 365 in two ways.

“Today, we are at the start of a new era of computing. Over the past few months, powerful new foundation models have been introduced, together with accessible natural language interfaces. This next generation of AI is fundamentally different from the AI we’ve grown accustomed”.

Sayta Nadella | CEO | Microsoft.
  • Copilot will soon be embedded in the Microsoft 365 apps people use every day – Word, Excel, PowerPoint, Outlook, Teams, PowerBI etc – to unleash creativity, unlock productivity, and uplevel skills.
  • Business Chat, an entirely new experience that works across the LLM, Microsoft 365 apps, and user data to do things that have never been possible before. This will use natural language to allow users to able to spend less time searching for the right document or piece of information and more time creating, collaborating, and innovating.

With Microsoft 365 Copilot, Microsoft has set the stage for the beginning of a new AI revolution that will further reinvent how people work and interact with the tools they use everyday. Microsoft will start this journey with a limited private preview and will provide additional details partners and customers over time…

I’d also expect similar to come into other apps like Visio too. Microsofts’ new Designer App and of course the new Bing are also leveraging Copilot.

Teams Copilot sneak peak

Microsoft shows some of the new AI smarts coming to #MicrosoftTeams too. Some this is expected very soon such as meeting recap in Teams Premium. Here’s the sizzle for the new AI powered Teams Copilot.

Copilot in Microsoft Teams

Will Copilot by free?

From a cost perspective, we simply don’t know yet. Some of the features (such as meeting recap) are available soon in Teams Premium (a premium sku) but we don’t know yet what will be included across the core Microsoft 365 apps).

I suspect (this is just my opinion), Copilot will be incuded free in the core office apps (for personal and business subscribers) but corporate apps like Teams, PowerBI, Power Automate etc will be chargeable, as leveraging the wider OpenAI and ChatGPT APIs that are now available within Azure.

When will Copilot be available?

Microsoft have said the roll out will be controlled and very phased starting with small. Private previews to ensure they perfect the model and make sure the experience is the best it can be.

Update: In May 2023, Microsoft extended the pilot to another 600 US organisations.

More resources

  • Watch the recording of the March 16 event to hear Satya Nadella and Jared Spataro discuss how AI will power the next generationof modern work
  • Get full details about this exciting news by reading posts on the Official Microsoft Blog and the Microsoft 365 Blog.
  • Check out WorkLab to get expert insights and Microsoft’s research about how AI will create a brighter future of work for everyone.

Microsoft is hosting a “The Future of Work: Reinventing Productivity with AI” event

Microsoft is hosting a “The Future of Work: Reinventing Productivity with AI” event this week where they will no doubt start to talk about how their new ChatGPT-like AI will transform and adapt the traditional productivity apps like Word, Outlook, Excel, PowerBI, PowerPoint and of course Teams and Dynamics 365.

After announcing and making available in preview their Prometheus Model which is already available in the “new Bing” and Skype apps, last month, Satya Nadella and Jared Spataro, are running an hour-long online event on Thursday 16th March at 3pm UK time (8am PT) to talk more about the AI in Modern Work.

There’s already AI in some core products

Microsoft Teams has been given some AI love already within the new Teams Premium included new AI driven meeting insights and auto action taking.

Dynamics 365 apps have also seen some AI capabilities announced too, to help human workers delegate tedious tasks to machines. This new AI automation tool come in a preview form in a release called Dynamics 365 Copilot, and Microsoft sees automated content creation and algorithmically driven behaviour to help employees using customer relationship management (CRM) and enterprise resource planning (ERP) systems streamline work.

Copilot brings the power of next-generation AI capabilities and natural language processing to Dynamics 365, working alongside business professionals to help them create ideas and content faster, complete time-consuming tasks, and get insights and next best actions – just by describing what’s needed,” explained Emily He, corporate VP of business applications marketing at Microsoft, in a recent blog post.

What do you hope to see?

With the event just around the corner, followed by Enterprise Connect in a couple of weeks, what do you think will be announced.?

I asked Bing and here’s what it told me.

Microsoft 365 Security vs Point Solutions

TL;DR

Microsoft now claims that they handle, process and act upon more than forty-three trillion daily threat signals.

This blog, however, does not go into the specific features and security across Microsoft 365 and Azure, but instead explores the fact that despite the extensive array of security services, tools, and products that Microsoft offer, Microsoft report that only about a quarter of their customers are actively using the core security products they’ve invested in.

Only about a quarter of our customers are actively using the core Microsoft security products that they have invested in.

Microsoft (& Forrester)

This of course can mean that organisation might:

  • Have unnecessary security gaps, protection weaknesses and risk exposure
  • Be wasting money (through Microsoft protection services bought but not enabled)
  • Be buying twice (or more) through duplicate tools and services.
  • Have a more complex protection strategy than is necessary
  • Not be aware of Microsoft’s comprehensive multi-cloud security offerings

This blog shares some of the collective thoughts, and discussions I had with my customer advisory panel in our September fireside chat which focussed on the pros, cons, questions, and concerns around embracing the end-to-end protection across Microsoft 365 and beyond vs using point products and third-party security add-ons.

I’ve also included some (hopefully) useful links and content at the end of this blog.


if you’d rather watch / listen to the show, you can find the recording below:
Fireside Chat: Microsoft 365 vs muti point security

Here’s the summary of the discussion points from my recent fireside chat.

1. Microsoft Security – What is in the SKU?

Speaking to the panel on my recent Fireside Chat, I believe that most organisations don’t know enough about the breadth and depth of the Microsoft 365 Security Stack they have bought and invested in.

We use a variety of Microsoft 365 licenses but need a better understanding of what is included in, and what are we might be missing by not investing and adopting the wider Microsoft 365 E5.

Rowland Hills | COO | Leathwaite Human Capital Limited.

This is due, in part, to the constant change, enhancements and investment [$4b a year in R&D] with regards the changing threat landscape and the death and breadth of tools of available within Microsoft 365 E5. Add to this the renaming of Microsoft products (they do far too much IMO).

There’s a plethora of tools within the Microsoft 365 E5 licence. Understanding what those tools do, what is included, what they can replace and how they fit together is the biggest challenge for us. The stack is constantly changing, and new products are added or renamed so it is hard to keep up.

Jas Bassi | Head of Solutions Delivery | Gately Legal

2. Does having too many different security vendors lead to unnecessary complexity?

The Cyber Security market is huge. In a recent KPMG survey of 500 CEOs, 18% said that cyber security When I was first an IT consultant in the early noughties, security was always about having strong passwords and the best “black box device” to protect on-premises stuff! Be it, firewalls, mail security, web filters, VPN, IPS etc that protect aspects of an organisation’s internal network or Data Centre environment.

The average organisation has over seventy security products from thirty-five different vendors.

Gartner | 2021

As the world has, and continues to shift to a perimeter less, multi-cloud and distributed workforce (with home working creating thousands of “offices of one”), many organisations now struggle with not only the ever-expanding threat landscape and increasing talent shortage, but the growing number of vendor solutions, their associated mounting costs, cross over of product, and features.

In a world of highly distributed data and disappearing perimeters, today’s enterprises are struggling not only with the expanding threat landscape, but the growing solutions landscape and their associated complexity and mounting costs.

Forrester

Complexity is the new enemy, meaning that silos and multi-vendor point products are the bane of Security Operations. Not only are they costly, but their features also overlap, they don’t necessarily integrate and in most cases, there is no single pane of glass or “intelligence” across the platforms.

This not only causes complexity and cost, but above all does not provide a holistic view of security and threats across their organisation without the use of yet more expensive tools and connectors into a SEIM platform.

We see this quite often with our customers too – particular in the case where Microsoft 365 has been organically deployed. We often see that customers, whilst heavily invested in Microsoft 365 continuing to invest and use a plethora of third-party tools and thus are not realising the true value and protection of the extensive and integrated Microsoft 365 Security Suite.

This is not just about cost either. Having too many tools addressing point solutions, combined with no holistic view of security can cause too much “noise” and alerts meaning real potential threats are ignored or get lost. This is the primary reason Microsoft cite for why “only one quarter of their customers are actively using the core security products they’ve purchased“.

As well as the advantages of a joined up and integrated security portfolio, any organisation that has, or is embracing the Microsoft Cloud, can recognise cost savings of over 52% and see ROI of 92% (according to Microsoft & Gartner) by adopting the vast array of security services within their Microsoft 365 subscription and/or by displacing legacy point products.

Organisations can typically save 52% on their security by using Microsoft 365 E5 Security compared to point products and solutions.

2021 Microsoft Zero Trust Solutions – Total Economic Value Report

3. “In my opinion” Microsoft Security is world class

It doesn’t have to be this way though, and once there is joint awareness, understanding and trust in the Microsoft security portfolio – this complexity and silo approach to security can be a thing of the past.

Microsoft (as any end to end security provider) would say that that Microsoft can secure and protect the entire digital footprint for every enterprise customer, however the reality is for any organisation that has, or is embracing Microsoft Cloud, significant cost advantages (>52% according to Microsoft & Gartner) can be achieved in security alone by enabling the services they have bought and displacing all or most of their legacy point security products.

Joining us on the Fireside chat this month was Jose Lazaro Pinos, a Security Architect at Microsoft. He said that:

Our solutions deliver comprehensive protection across your entire digital estate – Identity, Data, Apps, Endpoints, and Infrastructure Network. Where we differentiate is that security is built into our products rather than bolted on.

We have a building block approach to security and compliance and provide protection in over fifty security categories.

We are investing $20b in security over next 5 years.

Jose Lazaro Pinos | Security Architect | Microsoft

Many of the clients we work are onboard and committed to leveraging Microsoft Cloud and Microsoft Security across the board. This extends to beyond basic hygiene services such as Azure AD, Conditional Access, Identity Protection and Privilege Identity Management, into the more advanced compliance and protection services such as Defender for Office 365, Identity and Endpoint, DLP and Purview (formerly Microsoft Information Protection) for compliance and data protection and Sentinel for SEIM and XDR.

We use Microsoft Security for most things. We also use Microsoft Information Protection and DLP and were an early adopter for Azure Sentinel.

Paul Clark | Director Security & Services | London & Quadrant Housing

L&Q, like many organisations have a hugely diverse workforce and the tight integration of the Microsoft Security products have enabled them to have confidence that their employees, devices, and data are well protected wherever they are. Paul also said in the chat, that with the Exec board are on-top of Security and it’s very much front and centre so Paul and his team need to top of their game and trying to ensure they continue to get value from the new things coming to Microsoft Security is top of mind and again enforces what we hear about point one above.

The Microsoft ecosystem is our primary security stack, but if the business is not educated and engaged, it can be easy to be sold multiple products that overlap or do the same thing. We have a drive to consolidate where we can with Microsoft 365.

Alex Taylor | Group IT Director | AWIN

4. What are the downsides of a single vendor approach?

In short, the consensus from the panel was “probably none” – not anymore.

Go back just 5 years and I’d say most IT and security teams had a negative (or empty) view of Microsoft as a “security company”. Even as their reputation improved, it was still commonplace to see many organisations that were accepting of just how extensive Microsoft’s security offering has become still question “what if one vendor gets compromised, you need protection from the other vendor that hadn’t been compromised“.

Our security team used to preference a multi-vendor approach, but the benefits of a single vendor approach are recognised – single pane of glass, consolidated reporting and joined up protection across the digital estate

Lee Phipps | Strategic Enterprise Architect | East Riding of Yorkshire Council

More recently, this view is changing, as my customer panel confirmed. Zero Trust is all about defense in depth and having multiple layers of protection. The key principle is not necessary about a single or multi-vendor, but more important is the need for seamless join up and integration between the service layers – whether this is a mix of vendor products connected via API driven integration into a SEIM, or the integration and consistency (which is key) through using a joined-up suite of products which provides multi-layer protection.

Its critical of course that whatever you use can see and protect all your applications, services and infrastructure including services which sit outside the Microsoft Cloud.

Zero Trust Security Architecture

Previously we used to use third-party multi-vendor products for monitoring and DLP, but we took the decision to remove these and move them to Microsoft and to configure the ruleset in Azure Sentinel to give us a seamless view and dashboard.

Mudassar Ulhaq | CIO| Waverton Investment Management

The panel also agreed that managing multiple security tools creates unnecessary workload for their IT and SecOps team as they have multiple products dashboards to check and consolidate and the terminology signals don’t always align.

Rowland Hills said that the reality here is that for any smaller business, where you are struggling to have a couple of people in IT and in which case have one or sometimes no dedicated security focussed person. The impact of attack of course is no different no matter how big or small you are, but one of the things about leveraging cloud for security means that the smallest or largest organisations benefit from the power of Microsoft Cloud which has some impressive threat protection stats (which they asked me to share).

Microsoft Infographic showing extent of Microsoft Security Graph and Signals.
(c) Microsoft -43Trillion daily threat signals include data seen through Risk IQ acquisition

Microsoft Security On-Ramp – where to start

Firstly, you don’t have to spend loads of money to get some increased awareness – you can work with your Microsoft Cloud Security partner and/or leverage some of the free tools, assessments, workshops, and training available to you as a Microsoft 365 customer.

Collaborate to Sharing Best Practice

We also find more recently that organisations are starting to form security alliances where they share best practice methodologies, observations and even training and workshops with their peers in similar organisations.

We work with other housing associations in a collective intelligence forum where we share information around cyber awareness and best practice and if any of us have an issue, we have others to lean in and help each other out.

Paul Clark | London & Quadrant Housing

This can be a great way to reduce the burden on stretched IT resources as well as reduce cost when they are paying for or attending security assessments and workshops, much in the same way we do with our customer panel on our monthly Fireside Chats.

Do it yourself with Microsoft Secure Score

Microsoft Secure Score enables your IT or Security Operations team to review, score and benchmark your organisation’s secure posture. Secure Score works by representing your security metric across the entire digital estate irrespective of whether you’re using a Microsoft or third-party tools.

Secure Score does four things

  1. Provides a tool to help you assess the state of your security posture across identity, devices, information, apps, and infrastructure. You can also benchmark your organisation’s status over time and compare it to other organisations.
  2. Evaluate each recommendation using embedded guidance to determine which vectors of attack are a priority and how they can be mitigated. Can also be used to help identity and add improvement actions to your posture improvement plan.
  3. Help determine potential user impact using integrated workflow capabilities to and identify the procedures necessary to implement each recommendation in your environment.
  4. Use historical reports to track and maintain progress, identify regressions, and report to leaderships teams. Using measurable data, clearly demonstrate the progress you’re making to better secure your environment.
Microsoft Secure Score(r)

Leverage Free* Cloud Security Workshops

Cisilion are one of a handful of trusted Microsoft Cloud Security partners that can deliver free (*funded – subject to approval by Microsoft) workshops, threat assessments and awareness workshops to help organisations understand, test drive, and prove the value of Microsoft Security whether they have already invested int he product suites or not.

These provide an overview, deep dive, and hands on exposure to help you understand key areas and aspects of key areas of threat protection including:

  • Securing corporate identities and access
  • Defending against threats with SEIM plus XDR
  • Securing Azure and multi-cloud environments
  • Mitigating compliance and privacy risks including “insider risk”
  • Protect and govern sensitive data
  • Defense and visibility in depth with Azure Sentinel
  • Securing the endpoint

We have created a quick guide/overview to the funded workshops. To register for one of these, speak to us, contact us, or get a referral to Cisilion from your friendly Microsoft Account Team.

Microsoft Fast Track Services

All paying Microsoft 365 commercial and public sector organisations will have entitlement to Microsoft Fast Track Services. This is a free consultative and guidance service delivered by Microsoft or their trusted Fast Track partners and provides free guidance and assistance for the enablement and adoption of Microsoft Cloud Technology.

Public Webinars and News

There is lots of useful content, webinars and new on the Microsoft Security Pages:

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Microsoft Viva Sales: Aims to provide seamless integration from any CRM into Office 365 and Teams.

With the annoucement the Viva Sales platform, Microsoft aims to help organisations harness the power of their existing CRM platform and seamless expose this within and across Microsoft Teams and Office 365 without third party apps, plug-ins, or data exchange tools. Microsoft’s goal is a native, common and familiar experience regardless of an organisations choice of CRM system.

Viva Sales will connect customer data across from any CRM into Teams and Office.
Image: (c) Microsoft

This approach is not unique to Microsoft. Salesforce’s acquisition of Slack last year was in part to enable them to ramp up their communications tools for sales teams. Microsoft, however, is not looking to compete directly with Salesforce or any specific CRM vendor. Microsoft’s goal here is more around “filling gaps” left behind by legacy and traditional CRM systems that done provides the “smarts” that systems like Salesforce and Dynamics 365 provide for example.

In the official announcement of Viva Sales, Microsoft said:

We definitely think people benefit from a CRM system, the difficulty is, a lot of what’s happening between a customer and a salesperson is actually never recorded in the CRM system, because it’s just too tedious.”.

Jared Spataro | Corporate VP for Microsoft 365

What does Viva Sales do?

Due for release in Q4 2022, Viva Sales will allow sales and marketing teams to automatically synchronise data between any, and all, of their communications applications such as Microsoft Teams and Outlook, and their CRM system which does not have to be Dynamics 365 either. This is like the Salesforce’s Sales Cloud and Slack integration, and what Microsoft have done natively with Dynamics 365 and Teams.

In their official blog, Microsoft describe Viva Sales as a intelligent service which enables sellers to capture insights from across Microsoft 365 and Teams, eliminate manual data entry, and receive AI-driven recommendations and reminders – while staying in the flow of work. Viva Sales promises to streamline the seller experience by surfacing the insights with the right context within tools people already use, without them needed to dip in and out of their CRM therefore saving time and ensuring that the CRM becomes part fo the core workflow without compromise on the productivity tools the teams use across the wider organisation.

Microsoft say that Viva Sales will work with any CRM to automate data entry and brings AI-powered intelligence to sellers in Microsoft 365 and Microsoft Teams.

The key benefit for organisations using Viva Sales is that is that Viva is already (naturally) integrated with Microsoft Teams and Outlook which are used and adopted.

The launch of Viva Sales isn’t just about sales however. What!!!?, Well, Microsoft has a much broader vision with Viva to provide a layer of intelligence across its entire Office 365 suite and Teams. This strategy is demonstrated by the incredible reach and integration available through the Microsoft Graph – a major part of strategy for moving beyond the underlying enterprise resource planning tools and more towards the type of workflow play displayed and respected by the likes of ServiceNow.

A Change of Approach

This approach is a strategic shift for Microsoft. In the past, Microsoft’s go-to-market strategy was to require their customers to choose their products such as Teams and Dynamics 365 over the say WebEx, Zoom and then Salesforce or HubSpot. With Viva Sales, this is now about choosing what products work for you and then leveraging the intelligence services through Viva and the Microsoft Graph to bridge them together and provide data intelligence on top.

“The most significant thing about this announcement is we are saying … choose whatever you want to choose — what we actually think will be most valuable over time will be the layer of intelligence that binds it all together.”.

Microsoft

Microsoft have compared the enterprise software industry to that of a city, where it is built from the ground up. For example, If Azure, AWS and GCP are the city’s foundations, then SaaS applications and workflow are its roads and buildings.

“People will keep putting money into sewers and roads and stuff like that,” he said, “but a lot more money goes into the hardware put on top.”

What do you think?

What do you think of the announcement? Is this a good move for Microsoft or are sellers better off just working in their native CRM?




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Defender for Endpoint now included within Microsoft 365 E3/A3

As of today (14th Jan 2022) Microsoft Defender for Endpoint Plan 1 is now included within Microsoft 365 E3/A3 licenses.

Microsoft Defender for Endpoint (Plan 1) extends Microsoft 365 security by including world class threat and attack prevention capabilities to help you deliver against your Zero Trust strategy, reduce cost (by negating the need for additional products) and simplifies security management.

Defender for Endpoint Plan 1 includes the following key features (among others).

  • Next generation, born in the cloud, antivirus, anti malware and anti ransomware protection that leverages all the intelligence of the Intelligent Security Graph to help keep users endpoints secure and protected.
  • World class attack surface reduction capabilities that harden the device, prevent zero day attacks, and provide granular control over access.
  • Device based conditional access which leverages Azure AD and the Intelligent Security Graph to provide additional layers of protection and breach protection and forms a key part of your Zero Trust Security architecture.

Microsoft Defender is a Top right Magic Quadrant leader for Endpoint Protection.

Gartner Magic Quadrant for Endpoint Protection

What’s included in Defender for Endpoint Plan 1

The following diagram from Microsoft illustrates the key services and features included within both Plan 1 (now part of Microsoft 365 E3 and A3) and Plan 2 (part of Microsoft 365 E5 and A5 or available as an add-on).

Defender for End Point Plan 1 vs Plan 2.

Microsoft Defender for Endpoint Plan 1 supports client endpoints running Windows 7 with Extended Security Updates, 8.1, 10, 11, macOS, Android, and iOS.

What about Plan 2?

Microsoft say that Plan one provides a strong baseline and leading edge protection against modern day, zero day and every advancing threats.

For the complete set of endpoint security capabilities, as shown above, Microsoft advise that organisations strongly consider Microsoft Defender for Endpoint Plan 2.

“Plan 2 builds on Plan 1 and provides a best in class EDR solution including automated investigation and remediation tools, advanced threat prevention and threat and vulnerability management (TVM), and hunting capabilities which which combined with the wider Microsoft Defender suite provides seemless, integrated and cross architecture protection”.


To find out more, please refer to the official Microsoft documentation.

https://aka.ms/MDEP1docs

Microsoft 365 E5 becomes more “cost efficient” as non E5 SKUs get first price increase in years..

Microsoft’s have annouced the first ‘substantive’ price increase for many of its commercial Office 365/Microsoft 365 subscription plans is coming in March 2022.

On March 1, 2022, Microsoft will be increasing prices for most of its commercial Office 365 and Microsoft 365 subscriptions with the exception of consumer, education and also Microsoft 365 E5, which will not be increased.

The increases will range from $12 per user per year more for Microsoft 365 Business Basic, to $48 per user per year more for Microsoft 365 E3. In some cases, Microsoft is increasing prices to match those of the competition (read, Google), officials said. In other cases, it is adjusting prices to reflect the considerable value added to the Office 365/Microsoft 365 suites over the past several years, they added.   

Microsoft have said in a blog post that since the introduction of Microsoft 365 four years ago, they has added 24 apps to their Office 365/Microsoft 365 suites, including Teams, Power Apps, Power BI, Power Automate, Stream, Planner, Visio, OneDrive, Yammer and Whiteboard as well as over 1,400 new features to its the core products across Microsoft 365 subscriptions over the past decade.

How much are the increases?

I’ve only seen the US$ pricing so far, but price increases range from $12 pupm for Microsoft 365 Business Basic, to $48 pupm for Microsoft 365 E3. In many cases the reason for these increases is to reflect the considerable amount of value added services added to the Office 365/Microsoft 365  over the past few years.

Microsoft 365 Business Basic up $1 to $6pupm

Microsoft 365 Business Premium up $2 to  $22 pupm

Office 365 E1 up $2 to $10 pupm

Office 365 E3 up $3to $23 pupm

Office 365 E5 up $3 to $38 pupm

Microsoft 365 E3 up $4 to $36 pupm

Microsoft 365 E5 No change at $57 pupm.

Microsoft 365 F SKUs – No change.

Jared Spataro, Microsoft Corporate VP for Microsoft 365 said “Microsoft believes the changes in prices may make the Microsoft 365 E5 SKU even more attractive” to customers”.

Take but give back..

Microsoft also said (more quietly) that that will be adding unlimited dial-in capabilities for Teams meetings across all its paid enterprise, business, frontline worker and government suites over the next few months (after offering free conferencing on a limited time for the last 12 months). This will help drive more people towards audio dial in (and presumably voice services) within Microsoft Teams and allows meeting participants to dial-in and join a Teams meeting from any device. Without needing the Teams client installed.

Read more….

For the official annoucement (US only at time of writing), read the official blog here.