How to Use Microsoft Copilot in Outlook & Teams: Enhance Your Communications

Summary

Highlights

• Copilot can transcribe your Teams meetings and provide summaries to keep you on track. ✅
• Get insights and action items at a glance from your Outlook threads with Copilot’s assistance. 📊
• Use Copilot's prompt suggestions for tackling complex threads and ensuring efficient responses. 💼
• Adjust your email tone using Copilot to match your audience, whether casual or professional. 🎯
• Utilize Copilot across all Microsoft 365 content you're permitted to access, seamlessly integrating it into your workflow. 🌐

Key Takeaways

• Copilot makes meeting management in Teams a breeze by summarizing, taking notes, and answering questions. 📋
• Email threads in Outlook are simplified as Copilot summarizes and drafts professional responses. 💌
• Customize Copilot's assistance with editing styles to make your communication more effective. ✍️
• Easy prompt suggestions make interacting with Copilot intuitive and straightforward. 🤖
• The Copilot app is accessible and can be pinned for quick access, making it a staple tool in Microsoft 365. 📌

Overview

Chapters

• 00:00 - 00:30: Introduction to Microsoft Copilot in Teams and Outlook In the chapter "Introduction to Microsoft Copilot in Teams and Outlook," Kevin introduces the functionalities of Microsoft Copilot, focusing on its integration in Microsoft Teams and Outlook. The chapter emphasizes how Copilot aids in communication by taking notes, answering real-time queries, and summarizing meetings in Teams. Additionally, it highlights Copilot's capabilities in Outlook, such as summarizing long email threads, drafting responses, and providing writing advice. The session begins with an exploration of Microsoft Teams.
• 00:30 - 04:30: Using Microsoft Copilot in Teams Meetings The chapter titled 'Using Microsoft Copilot in Teams Meetings' describes the process of initiating and utilizing Microsoft Copilot during a Teams meeting. The example provided involves the Kevin Cookie Company where meetings are as frequent as cookie baking sessions. The chapter guides users to join a meeting by selecting 'Meet Now' in the Microsoft Teams interface and starting a meeting. It emphasizes the importance of enabling Copilot at the beginning of the meeting by clicking the Copilot button to activate transcription, which assists users throughout the session. A dialog box appears after enabling the Copilot, marking its activation in the meeting.
• 04:30 - 08:00: Leveraging Copilot for Chats and Channels in Teams The chapter titled 'Leveraging Copilot for Chats and Channels in Teams' explains the importance of starting a transcription during meetings in Microsoft Teams to utilize Copilot effectively. The transcription allows Copilot to summarize the meeting and answer questions accurately by capturing the entire conversation. The process involves selecting the language spoken during the meeting, in this case, English (US), and confirms this to enable the Copilot pane. This pane allows users to interact with the AI for summaries and assistance.
• 08:00 - 16:00: Utilizing Copilot in Microsoft Outlook The chapter explains how to utilize Copilot in Microsoft Outlook, particularly focusing on meetings. It emphasizes the need for pre-configuring Copilot to enable its use even without a live transcript during a meeting. The process involves navigating to the 'Meeting Options' and then to the 'Recording and Transcript' settings to ensure Copilot is set up correctly for meetings.
• 16:00 - 18:00: Advanced Tips for Copilot in Outlook The chapter discusses an advanced feature in Outlook called Copilot. It begins by explaining the 'Allow Copilot' setting, where users can choose to enable Copilot with or without a transcript. The functionality of Copilot is highlighted in the context of a Microsoft Teams meeting, showing how it can capture key points, keep track of action items, and suggest follow-up actions.
• 18:00 - 19:30: Training and Resources for Mastering Copilot The chapter 'Training and Resources for Mastering Copilot' discusses the process of obtaining a summary of a meeting using a text prompt within a text field. The example provided explains how the user can quickly get up to speed with the meeting's proceedings by summarizing discussions such as the expansion of Chocolate Factory tours. It's noted that the challenge faced is a staffing shortage preventing the expansion, and the user is interested in finding out who proposed the expansion idea.
• 19:30 - 21:00: Conclusion and Additional Resources The chapter titled 'Conclusion and Additional Resources' discusses the ability to query transcripts for specific information. It highlights a feature where users can type specific questions, such as who initiated certain discussions, and receive answers along with citations. For example, the transcript reveals that Diego was the one who originally brought up the idea to expand factory tours. This feature ensures that users obtain accurate information by allowing them to hover over citations and view the exact portion of the transcript where information was mentioned.

How to Use Microsoft Copilot in Outlook & Teams: Enhance Your Communications Transcription

• 00:00 - 00:30 Hi everyone, Kevin here. Today, in partnership  with Microsoft, we're diving into how you can use   Microsoft Copilot to communicate more effectively  in Microsoft Teams and Outlook. We'll explore how   Copilot can help you stay on top of your meetings  by taking notes, answering questions in real time,   and summarizing key points. Then we'll jump into  Outlook, where Copilot can summarize long email   threads, draft responses, and even coach your  writing. Let's start with Teams. Here I am in
• 00:30 - 01:00 Microsoft Teams in my calendar view. Here at  the Kevin Cookie Company, we hold meetings just   as often as we bake cookies. I'd like to use  Copilot in a meeting. So first off, I need to   join a meeting. Up in the top right-hand corner,  let's click on Meet Now, and right down below,   let's click on Start Meeting. This opens up a  new meeting. First things first, if you want   Copilot to assist you throughout your meeting,  make sure that you click on the Copilot button   right at the start to enable the transcript.  I'll click on this, and here we see this dialog,
• 01:00 - 01:30 and I have the option to start transcription.  So why do we have to do that? Well, because   Copilot relies on the transcript to summarize and  answer questions about your meeting. Without it,   Copilot won't be able to capture the entire  conversation. I'll click on Start Transcription.   Here, it wants to know what language is everyone  speaking. We're going to be speaking in English,   US, over here. I'll click on Confirm, and when  I do that, over on the right-hand side, we now   see the Copilot pane where we can interact with  the AI. Now, if you don't want to transcribe the
• 01:30 - 02:00 meeting, you can still use Copilot, but there's  a catch. You need to configure it ahead of time   so that Copilot knows what to focus on. Let's take  a quick look at how you can set this up. Here I am   in Meeting Details for an upcoming meeting. To be  able to turn on Copilot without a transcript. Up   on top, let's click into Meeting Options. Within  Meeting Options, over on the left-hand side, let's   click on Recording and Transcript, and this brings  us all the way down to the bottom of the page, and
• 02:00 - 02:30 there's a setting titled Allow Copilot. With this  setting, you can choose whether to allow Copilot   with or without a transcript. Here I am now in  a Microsoft Teams meeting, and right up above,   you can see that Copilot is already enabled.  Copilot's here to make sure that you don't miss   anything. It's really neat functionality. It'll  capture all the key points. It'll keep track of   action items, and even suggest follow-ups.  I joined this meeting a little bit late,
• 02:30 - 03:00 so down in the bottom right-hand corner, let's  see if I can get a recap of what's been covered   so far. Within the text field, I'll type in my  prompt, what's been covered so far, and let's   send that. Right up above, I can see a summary  of the meeting up to this point. It looks like   we're talking about the expansion of our Chocolate  Factory tours. Here, it looks like the issue is   that we don't have enough staffing to be able to  expand the tours. This gets me up to speed really   fast on what's been covered so far. Although, I do  want to know who brought up the idea of expansion
• 03:00 - 03:30 in the first place. So down below, I can also ask  specific questions about the transcript. In the   text field, I'll type in who originally brought up  the idea that we should expand our factory tours,   and let's see who brought that up. Right up above,  here it looks like it was originally Diego who was   interested in discussing the expansion. Now,  one of the really neat things, I also get this   citation, and when I hover over this, I can see  the specific portion of the transcript where this   came up. That way, I know that I'm getting  the most accurate information. Down below,
• 03:30 - 04:00 I could also type in additional questions about  this meeting, or if I need some inspiration, I can   hover over and click on More Prompts, and here you  see all types of different prompt suggestions. And   I think this one is really good. What questions  are unresolved? Let me click on this. Right up   above, I can see all of the open questions. Here,  for example, who will work the nighttime shift to   monitor the Chocolate River? It looks like there  was also another open question. What incentives   or bonuses can be offered for the nighttime shift?  So, this way, as we're going through the meeting,
• 04:00 - 04:30 we can ensure that we close out on all of these  unresolved questions. I think I have everything   that I need right now from this meeting, so in  the top right-hand corner, I'll leave. Once the   meeting is over, I can go back and I can review  a recap, as well as a transcript of the meeting.   Here's the meeting that I was just in for the  factory tour expansion. I'll click into it,   and right up at the top, I have the option to  review a recap. Let's click on that. Down below,   I can see all of the AI notes. Here, I have  all of the meeting notes, as well as all of the
• 04:30 - 05:00 different follow-up tasks. The beautiful thing  is no human had to capture any of this. AI did   all of this for us. Over here, I can also review  the transcript, and here I can see word for word   what was said throughout this meeting. Not only  can I review the notes and the transcript, but   I can also continue interacting with Copilot. In  the top right-hand corner, I'll click on Copilot,   and this opens up the Copilot pane. I can see  all of my previous interactions with the Copilot,
• 05:00 - 05:30 and down below, I could also ask additional  follow-up questions about this meeting. This way,   I'll always be up to speed on what happened in a  meeting, and I'll know exactly what the follow-up   actions are. You can also use Copilot outside  of meetings in both channels and also in chats.   I'm currently in a channel, and there's a long  thread about our factory tour expansion plans. So,   let's see if we could use Copilot to help me  understand what this thread is about, and to   also see if there are any action items for me. If  we go up to the top right-hand corner, let's click
• 05:30 - 06:00 on the three dots, and here we can get highlights  from this conversation, or alternatively, we could   also open the conversation in a new window.  Let's start by doing that. Within a new window,   in the top right-hand corner, I have access to  Copilot, and I can now use this against the entire   thread from that channel. I'll click on this, and  this opens up the Copilot pane, and down below,   I can now type in my prompts. For example, catch  me up. Let's see what comes back. Above, I can   see a summary of the entire thread, and I also see  that there's one action item on me. It looks like
• 06:00 - 06:30 I need to coordinate the logistics for the blimp  promotion. Let me follow up with Patti to let her   know that I'm on that. I'll click down here into  the text field, and I'll type in Patti, thanks,   I'll work on the blimp promotion, but I think the  wording could be a little bit better. You can also   use Copilot to help you refine your writing.  Over here on the right-hand side, you'll see   this icon for Copilot, and when I click on that,  I have a few different options. Over here, I can   have it rewrite my message, and I can also make  some adjustments. When I click on adjust, here I
• 06:30 - 07:00 can make it more concise, longer, and I can also  adjust the way it sounds, casual, professional,   confident, or enthusiastic. Let me set it to  enthusiastic, and here it says, thank you,   Patti, I'm excited to start working on the blimp  promotion. That does sound more enthusiastic. So   right here, I'll click on replace, and that  updates my message. Currently with Copilot,   you can't have it write new messages, but it does  refine your messages. I'll send this to Patti. You
• 07:00 - 07:30 can also use Copilot to edit an existing message.  Here, I sent this through to Patti, but on second   thought, maybe it would have been better to write  a more professional sounding message. When I hover   over, right over here, I can click on edit,  and when I click on edit, here too, I also have   access to Copilot. When I click on this, I can now  refine my text. So, let's click back on adjust,   and instead of enthusiastic, let's go with  professional to hear how that sounds. Thanks,   Patti. I'm looking forward to beginning work on  the blimp promotion project. That does sound more   professional. I'll click on replace, and then  click on the check mark. One thing to note,
• 07:30 - 08:00 because I edited this message, you'll see text  right up above that lets everyone know that this   message was edited. Although we looked at channels  and threads, you get all of the same functionality   in chats. Back within the main Microsoft Teams  view, you can also add the Copilot app directly   to the Teams left sidebar. Let's click on the  three dots, and right up on top, you could search   for Copilot, but I see it right here. So, I'll  click on this, and this now opens up the Copilot   app. If you right click on it, you could also  pin it to your left sidebar. I'll click on pin,
• 08:00 - 08:30 and once it's been pinned, you can also move  the position. Because I use Copilot so much,   here, I'll press and hold on it, and I'll move it  all the way up to the top. That way I have quick   access to Copilot. The Copilot app in Microsoft  Teams offers the same functionality as the Copilot   app that you'll find on the taskbar in Windows. Right at the above, I see a number of different   sample prompts that I can ask Copilot, and down  below, I could also type in my own prompt. Now,
• 08:30 - 09:00 one of my favorite tips, you can enter  in a forward slash. The beautiful thing   is Copilot knows all about your people, your  files, your meetings, and also your emails,   and you can reference any of those in your  prompts. One thing to note, though, Copilot can   access all of the Microsoft 365 content that you  have access to. If you don't have access to it,   neither will Copilot. Whatever you have access  to, Copilot is able to use in its responses.  Let's try typing this in. Here, I'll enter a  forward slash, and I have a question about a
• 09:00 - 09:30 person. I'll click on People, and I want to know  when my last conversation with Henrietta Mueller   was. I'll select her, and here, I can type in my  text. When was my last conversation? Down here,   let's send that. It appears that my last email  with Henrietta was on July 19th. I responded   to her. It also looks like we had a meeting on  September 6th. If I want to reference the email   or the meeting, you'll notice that there is a  citation included as part of the text. When I
• 09:30 - 10:00 hover over it, if I click on this, that'll bring  me to the original email message. Down below,   here, I see another citation for the meeting,  and if I click on this, this will open up all   and I have a flood of messages. Right up  on top, I have an email from Diego, and   it sounds like there's maybe a delay on a cookie  shipment, and here, my manager, Patti Fernandez,
• 10:00 - 10:30 also sent me an email, and I need to get through  all of these, but it takes a little bit of time,   especially looking at Diego's message. He  gave me more detail than I really need.  Luckily, right up on top, I can get assistance  from Copilot. Here's the option to get a summary   by Copilot. Let's test this out by clicking  on this. This generates a summary of the   email message, and it gives me all of the key  points. Right up on top, it looks like the cookie   shipment's delayed due to a logistics issue, and  right down here, it looks like Diego is following
• 10:30 - 11:00 up with the shipping company for resolution,  and it looks like they also want to expedite   the shipment. Then down below, Diego has an action  for me. He wants me to check in directly with the   vendor to confirm the revised arrival time. Well,  I could certainly do that, and I want to let Diego   know that I'll follow up on that. So, let's click  on reply all to Diego's message, and this opens up   a new email message. Now, down below, I can draft  a message to Diego using Copilot's assistance.
• 11:00 - 11:30 Right here, I have a few different preset  options. For example, thanks for the update,   follow up with vendor, or await further updates.  Let me thank Diego for the update. I'll click on   this one, and there, Copilot writes a response.  Thank you for updating me on the situation. I   appreciate you keeping me informed, and I will  reach out to the vendor to confirm the revised   arrival time, as you suggested. This is  perfect. It acknowledges the message,   and also confirms that I'm going to follow up.  This is exactly what I would have written, so
• 11:30 - 12:00 Copilot helped me save a lot of time by composing  this message for me. Now, I think this looks good,   so down below, I can click on keep it, and when I  click on that, that inserts the Copilot generated   text into my email message. Down below, I'll add  my name, and then I could send it off to Diego.   Now that I've responded to Diego, up on top, here,  I can see my response that I sent to Diego. Now,   I better follow up with that vendor to see  what's going on with the shipment. So, in the   top left-hand corner, I'll click on new mail. This  opens up a new email message, and I'd like to see
• 12:00 - 12:30 if Copilot can help me draft a message to this  vendor, and there are a few different ways that   you can do that. Up on the top bar, you might have  noticed the Copilot icon. When I click on this,   here, I can draft a message with Copilot. I'll  click out of this menu. Down within the message   itself, I can also click on this text that says  draft with Copilot, or you could also enter a   forward slash. Let's try entering in a forward  slash. When I do that, that opens up this menu,   and right at the top, I have the option to draft  with Copilot. Let's click on this. This opens up
• 12:30 - 13:00 a text field where I can prompt Copilot. So right  here, I'll type in some text. Can you compose a   message to our supplier, Delicious Baking Goods,  to let us know when their shipment will arrive?   It's delaying our cookie baking. Can you also ask  if they have any contingency plans? Down below,   I also have some additional settings. And when I  click on this, I can select the tone. I want it   to be direct. I'll select this, and down at the  bottom, I can also choose the length. Let's keep   it short. And once I select all of those, over on  the right-hand side, let's click on generate. And
• 13:00 - 13:30 here, it's now generated a message. It's a short  message, but overall, I think it's well-written.   Although, I just realized that I forgot to include  some information. I'd like to include the order   number, and also our customer name, the Kevin  Cookie Company. Down below, it says anything   you'd like to change. Well, I'd like to include  the order number and our name. I'll type that in,   and over here, let's send that through. And there,  it looks like it refined the message based on the   additional information that I provided. It  incorporated the order number and also our
• 13:30 - 14:00 name. And down here, I'll click on keep it, and  that now inserts it into an email message. Now,   this was just a short example of an email, but  imagine you need to write something a little   bit longer. Copilot can help you save so much  time when drafting up email messages. At the   Kevin Cookie Company, I always want my emails to  come across as professional and also friendly,   especially when I'm talking with customers,  partners, and also my manager, Patti. And luckily,   Copilot can coach me on my writing. Right up  on top, I have an email from Patti Fernandez,
• 14:00 - 14:30 and she gave me some customer feedback. It looks  like the customer was unhappy with our orders.   Now, right up on top, I started composing an email  response back to Patti, but I've gotten feedback   in the past that my responses aren't always the  most professional. So, I'm not sure if I should   send it as is right now. Let's see if Copilot  can maybe coach me on how to improve my writing.   Right up on top, let's click on the Copilot icon.  And when I click on this, there's the option for
• 14:30 - 15:00 coaching by Copilot. Here it says get suggestions  to help write better emails. Let's click on this.   Right down below, it's now analyzing my message.  Copilot now goes through my message, analyzes it,   and also provides feedback on how I can improve my  writing. Here, for example, it shows me text that   I included in my message. They’re still cookies,  right? With we strive to provide the best quality   in every batch. And as I go through, here I could  see how to validate the concerns of the customer,
• 15:00 - 15:30 and it tells me what type of changes I can make  to my text. All in all, this will result in a much   better written message. And I think both Patti,  my manager, and the customer will be much more   satisfied. Up to this point, we've been looking at  how Copilot can help you with individual messages,   whether it's summarizing a message, helping you  draft a message, or even giving you coaching. You   can also use Copilot across your entire inbox.  In the top right-hand corner, you'll also notice   a Copilot logo right here. And when I click  on this, this opens up the Copilot pane. Now,
• 15:30 - 16:00 one thing I'm curious about is I've gotten these  different emails. I want to make sure that I'm   finishing off all the different action items  contained in all these different emails. So   right down at the bottom, I'll type in a prompt,  make a table with actions with the requester and   the action item for emails from today. This  way, I don't miss anything. Let's send that.   Right up above, Copilot generates a table with  the requestor. Here it looks like Patti and Diego   both had requests for me. And here I also see  the action. It looks like I need to respond to
• 16:00 - 16:30 a customer complaint and also check in with the  vendor to confirm the revised arrival time. I've   taken care of both of those, so now I'm confident  that I haven't missed anything in my inbox.  For inspiration on additional prompts in  Outlook, down below, you can click on this   View Prompts icon. And here you can see all  sorts of different ways that you can interact   with Copilot in Microsoft Outlook. And that's  how Microsoft Copilot can help you communicate   more effectively in Teams and in Outlook. For us  here at the Kevin Cookie Company, it's been a game
• 16:30 - 17:00 changer. It really keeps us on top of the dough. Sorry, I had to say it. For even more prompt   ideas, be sure to check out the Copilot lab made  by Microsoft. You can click on the card right up   above. You'll find guides to writing powerful  prompts as well as several prompt examples.   And for those of you really looking to master  Copilot, be sure to visit the Microsoft 365   Copilot training. You can click on the card  right up above. These are training courses
• 17:00 - 17:30 catered specifically to different role functions  like HR, finance, executives, operations, sales,   IT, and marketing. There you can find webinars  and other training events that will help you   make the most out of Copilot in your everyday  work. Best of all, they're completely free and   they go on all the time. So you'll likely find one  that suits your level, need, and also schedule. To
• 17:30 - 18:00 watch more videos like this one, please consider  subscribing and I'll see you in the next video.