Autore |
Khan Adeel
|
Edizione | [1st ed.] |
Pubbl/distr/stampa |
Berkeley, CA : , : Apress L. P., , 2024
|
Descrizione fisica |
1 online resource (731 pages)
|
Collana |
Inside Copilot Series
|
ISBN |
9798868804199
9798868804182
|
Formato |
Materiale a stampa ![](img/format/mas.png) |
Livello bibliografico |
Monografia |
Lingua di pubblicazione |
eng
|
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.
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Record Nr. | UNINA-9910878064503321 |