Introducing Microsoft Copilot for Managers : Enhance Your Team's Productivity and Creativity with Generative AI-Powered Assistant

• Record Nr.: UNINA9910878064503321
• Autore: Khan Adeel
• Pubbl/distr/stampa: Berkeley, CA : , : Apress L. P., , 2024; ©2024
• ISBN: 9798868804199; 9798868804182
• Edizione: [1st ed.]
• Descrizione fisica: 1 online resource (731 pages)
• Collana: Inside Copilot Series
• Disciplina: 005.4/46
• Soggetti: Cloud computing; Artificial intelligence; Business - Computer programs
• Lingua di pubblicazione: Inglese
• Formato: Materiale a stampa
• Livello bibliografico: Monografia
• Nota di contenuto: Intro -- Table of Contents -- About the Author -- About the Technical Reviewer -- Acknowledgments -- Introduction -- Part I: Getting Started with Copilot -- Chapter 1: Introduction -- 1.1 What Is Copilot? -- 1.2 Understanding Prompts -- 1.3 How Does Copilot Work? -- 1.4 Copilot in Microsoft Ecosystem -- 1.4.1 Modern Work -- 1.4.2 Operating Systems -- 1.4.3 Developer -- 1.4.4 Business Applications -- 1.4.5 Data and AI -- 1.4.6 Browser and Search -- 1.5 Copilot Mapping to User Profile -- 1.6 Prerequisites of Copilot -- 1.7 Practicing Prompts -- 1.8 Summary -- Part II: Copilot in Microsoft Productivity Tools -- Chapter 2: Microsoft Copilot in Word -- 2.1 M365 Copilot Architecture Overview -- 2.2 M365 Copilot for Word -- 2.2.1 Create -- Generating Document Using Generic Prompt -- Generating Document Using Structured Prompt -- Generating Document Using Reference Files and Content -- 2.2.2 Transform -- Generating New Content in Existing Document -- Rewrite the Content in Existing Document -- Transforming Text to Table in Existing Document -- 2.2.3 Chat with Copilot -- Changing Document Features Through Chat -- Asking Information About a Document Through Chat -- Prompt Guide for Chat Experience -- 2.3 Summary -- Chapter 3: Microsoft Copilot ; in PowerPoint -- 3.1 M365 Copilot for PowerPoint -- 3.1.1 Create -- Creating a Presentation Using a File -- Creating a Presentation Using a Prompt -- 3.1.2 Edit -- Editing an Existing Presentation -- Sample Prompts for Other Experiments -- 3.1.3 Chat with Copilot -- Summarization of Presentation Content -- Asking Information About Presentation Content -- Prompt Guide for Chat Experience -- 3.2 Summary -- Chapter 4: Microsoft Copilot in Excel -- 4.1 M365 Copilot for Excel -- 4.1.1 Enabling -- 4.1.2 Create -- Creating a Formula Column -- Creating a Pivot Table -- 4.1.3 Edit -- Sorting and Filtering Using Copilot.; Data Manipulation Using Copilot -- 4.1.4 Understand -- Analyze and Summarize Using Copilot -- 4.2 Summary -- Chapter 5: Microsoft Copilot in Communication and Collaboration -- 5.1 M365 Copilot for Outlook -- 5.1.1 Create -- Creating a New Content -- Drafting a Reply -- 5.1.2 Coach -- 5.1.3 Summarize -- 5.2 M365 Copilot for Teams -- 5.2.1 Catch Up -- 5.2.2 Create and Chat -- 5.3 Summary -- Chapter 6: Microsoft Copilot Chat -- 6.1 Working with M365 Copilot -- 6.1.1 Accessing M365 Copilot -- 6.1.2 Catching Up -- 6.1.3 Creating -- 6.1.4 Brainstorming -- 6.2 M365 Copilot Plugins -- 6.2.1 Architecture Update with Plugins -- 6.2.2 Teams Message Extensions -- 6.3 Summary -- Part III: Copilot in Microsoft Power Platform -- Chapter 7: Microsoft Copilot for Power Apps -- 7.1 Introduction to Power Apps -- 7.2 Prerequisites -- 7.2.1 Setting and Validating -- 7.2.2 Understanding the Process -- 7.3 Copilot in Canvas Apps -- 7.3.1 Start with Copilot -- 7.3.2 Edit with Copilot -- User Interface-Related Actions -- Script-Related Actions -- 7.4 Copilot in Model-Driven Apps -- 7.4.1 Additional Settings -- 7.4.2 Enabling Copilot in a Model-Driven App -- 7.5 Summary -- Chapter 8: Microsoft Copilot for Power Automate -- 8.1 Introduction to Power Automate -- 8.2 Prerequisites -- 8.2.1 Setting and Validating -- 8.2.2 Setting Up with Power Apps Output -- 8.3 Copilot with Cloud Flows -- 8.3.1 Start with Copilot -- Using Out-of-the-Box Prompt -- Custom Prompt with Custom Table -- 8.3.2 Edit with Copilot -- 8.4 Copilot with Desktop Flow -- 8.4.1 Setting Up -- 8.4.2 Working with Copilot -- Getting Help from Copilot -- 8.5 Summary -- Chapter 9: Microsoft Copilot for Power Pages -- 9.1 Introduction to Power Pages -- 9.2 Copilot for Power Pages in Action -- 9.2.1 Setting Up Power Pages -- 9.2.2 AI-Generated Page and Form -- 9.2.3 AI-Powered Chat Support.; 9.2.4 Dynamic Text Using Copilot -- 9.3 Summary -- Chapter 10: Microsoft Copilot for Power BI -- 10.1 Introduction to Power BI -- 10.2 Setting Up Copilot for Power BI -- 10.2.1 Enabling Power BI Copilot -- Tenant with Power BI -- Tenant with Microsoft Fabric -- 10.2.2 Bringing Data to Power BI Environment -- 10.3 Copilot in Power BI -- 10.3.1 Copilot to Understand the Dataset -- 10.3.2 Copilot to Generate Report -- 10.3.3 Copilot to Generate Report with Custom Prompt -- 10.3.4 Copilot to Add Narrative in Reports -- 10.3.5 Summarize Report Using Copilot -- 10.3.6 Answering Questions Using Copilot -- 10.4 Summary -- Part IV: Copilot in Microsoft Business Applications -- Chapter 11: Microsoft Copilot for Sales -- 11.1 Setting Up Copilot for Sales -- 11.1.1 Licensing Options -- 11.1.2 Deployment Options -- Admin Deployed -- User Deployed -- Microsoft Teams Settings -- 11.1.3 CRM-Based Settings -- Settings for Dynamics 365 Sales -- Settings for Salesforce -- 11.2 Summary -- Chapter 12: Microsoft Copilot for Sales with Salesforce -- 12.1 Copilot for Sales Experience -- 12.1.1 First Login -- 12.1.2 Email Summary with CRM Context -- 12.1.3 Draft an Email Response with CRM Context -- 12.1.4 CRM Actions from Copilot for Sales Pane -- Create New Record -- Add New Contact Details from Suggestions -- Update Contact Details -- Update ; Account Details -- Opportunity View and Updates -- Save Outlook Activities to Salesforce -- 12.1.5 AI Suggestion for CRM Actions -- 12.1.6 Teams with Copilot for Sales -- Collaboration Space -- During Teams Meeting -- Post Teams Meeting -- 12.2 Summary -- Chapter 13: Microsoft Copilot for Sales with Dynamics -- 13.1 Copilot for Sales Experience -- 13.1.1 First Login -- 13.1.2 Email Summary with CRM Context -- 13.1.3 Draft an Email Response with CRM Context -- 13.1.4 CRM Actions from Copilot for Sales Pane -- Create a New Record.; Add New Contact Details -- Update Account Details -- Update Contact Details -- Opportunity View and Updates -- Save Outlook Activities to CRM -- 13.1.5 AI Suggestion for CRM Actions -- 13.1.6 Teams with Copilot for Sales -- Collaboration Space -- During Teams Meeting -- Post Teams Meeting -- 13.2 Sales Copilot for Dynamics 365 Sales Apps -- 13.2.1 Get Info -- Getting Account-Related News -- Show Pipeline -- Opportunity-Related Information -- Lead-Related Information -- 13.2.2 Ask Questions -- What's Changed -- What's New -- 13.2.3 Stay Ahead -- Prepare for Sales Meeting -- Unreplied Emails -- 13.2.4 Replying to Email -- 13.3 Summary -- Chapter 14: Microsoft Copilot for Service -- 14.1 Setting Up Copilot for Service -- 14.1.1 Licensing Options -- 14.1.2 M365 Deployment Options -- Admin Deployed -- User Deployed -- Microsoft Teams Settings -- 14.1.3 CRM-Based Settings -- Settings for Dynamics 365 -- Settings for Salesforce -- 14.2 Agent-Facing Deployment -- 14.2.1 Configuring Agent-Facing Copilot for Service -- 14.2.2 Embedding Agent Copilot for Service -- 14.3 Summary -- Chapter 15: Microsoft Copilot for Service with Salesforce -- 15.1 Copilot for Service Experience -- 15.1.1 First Login -- 15.1.2 Email Summary with CRM Context -- 15.1.3 Draft an Email Response with CRM Context -- 15.1.4 CRM Actions from Copilot for Service Pane -- Create New Objects -- Add New Contact Details from Suggestions -- Update Contact Details -- Add New Case -- Manage Account Details -- Save Outlook Activities to Salesforce -- 15.1.5 Teams with Copilot for Service -- Collaboration Space -- During Teams Meeting -- 15.2 Summary -- Chapter 16: Microsoft Copilot for Service with Dynamics 365 Customer Service -- 16.1 Copilot for Service Experience -- 16.1.1 First Login -- 16.1.2 Email Summary with CRM Context -- 16.1.3 Draft an Email Response with CRM Context.; 16.1.4 CRM Actions from the Copilot for Service Pane -- Create New Records -- Add New Contact Details from Suggestions -- Update Contact Details -- Add New Case -- Manage Account Details -- Save Outlook Activities to Dynamics 365 Customer Service -- 16.1.5 Teams with Copilot for Service -- Collaboration Space -- During Teams Meeting -- 16.2 Service Copilot for Dynamics 365 Customer Service Apps -- 16.2.1 Ask a Question -- 16.2.2 Summarize Content -- 16.2.3 Draft an Email -- 16.2.4 Copilot Experience During Chat -- 16.3 Summary -- Part V: Extending -- Chapter 17: Microsoft Copilot Studio -- 17.1 Licensing and Accessing Studio -- 17.2 Extending M365 Copilot -- 17.2.1 Out-of-the-Box Plugins -- Dynamics 365 Plugins -- Power Platform Plugins -- 17.2.2 Copilot Actions -- Conversational -- Prompt, Flow, and Connector Plugins -- 17.3 Custom Copilot Bot -- 17.3.1 Custom Copilot and Environment -- 17.3.2 Templates and Copilot for Copilot Creation -- 17.3.3 Custom Copilot for Internal Users -- Setting Up New Internal Copilot Bot -- Hosting at Microsoft Teams -- 17.3.4 Custom Copilot for External Users -- Setting Up New Copilot Bot -- Actions -- Channels -- 17.4 Summary -- Chapter 18: Copilot, Generative AI, and Future of Work -- Appendix A: Prompt Exercise -- Creative Mode -- Balanced Mode -- Precise Mode -- Appendix B: Flow Configuration -- Index.
• Sommario/riassunto: Embark on an exhilarating journey through the digital landscape with Microsoft Copilots, a suite of AI-powered tools that help you create, edit, and optimize content, code, and data across various Microsoft platforms. This book will be your indispensable guide to harnessing the power of generative AI within the Microsoft ecosystem, introducing you to various copilots and their impact on your business processes. The book will guide you as a manager to leverage Microsoft Copilot to improve your personal productivity, your team's productivity, and achieve your business goals with success. This book is organized into five parts. The first part introduces you to Microsoft Copilot and its features and benefits. In the second part, you will get an overview of the integration of Microsoft Copilot with M365 tools. The third part teaches you about the maker copilot in Power Platform services followed by the business expert copilot for Sales and Service for Business Applications such as Dynamics 365 and Salesforce. The book also introduces you to Copilot Studio to help you extend the copilots or build your own. By the end of this book, you will have a solid understanding of Microsoft Copilot and how to use copilots effectively and efficiently with various transformation platforms. You will also have a collection of tips, tricks, and best practices to help you get the most out of Microsoft Copilot. What Will You Learn Set up and activate Microsoft Copilot on various Microsoft platforms Use Microsoft Copilot to generate and enhance content, code, and data with M365, Power Platform, and Business Applications tools Understand tips, tricks, and best practices to get the most out of Microsoft Copilot Build your own copilot using your own organization data Who This Book Is For Managers, team leaders, and business practitioners who want to improve their and their team's productivity and creativity with Microsoft platforms.