Microsoft 365 E-book
Author: Microsoft Corporation
Date: 2025-02-26T13:01:54+00:00
Keywords: Windows; Microsoft; Microsoft 365; Copilot; AI; ChatGPT
Description: This PDF was created for free by WindowsMode.com - Visit our site for more downloads like software and games we recommend and yes, more Windows eBooks!
Publisher: WindowsMode.com

AI for All

Content

Copilot for All – Introduction of Microsoft 365 Copilot Chat ........................................................................... 4

With AI to a Modern Leadership Strategy ................................................................................................................ 5

Microsoft Work Trend Index: AI by the Numbers .................................................................................................. 8

Measurable Success: Key Performance Indicators ............................................................................................... 11

Data Protection as a Foundation: Your Data, Our Promise...............................................................................13

Effective Prompts? Here’s How It Works..................................................................................................................15

Practice with Microsoft 365 Copilot: Leadership Scenarios .............................................................................17

Scenario 1: Summarizing Feedback, Messages, and More ..........................................................................19

Scenario 2: Analyzing BMA Data for Stakeholder Speech in Excel .........................................................23

Scenario 3: Drafting a Speech for a Stakeholder Event in Word ..............................................................27

Scenario 4: Visualizing Stakeholder Speech Content in PowerPoint .......................................................31

Scenario 5: Creating a Summary of a Leadership Meeting ........................................................................34

Scenario 6: Writing a Thank You Email to Employees ..................................................................................37

Automation and Efficiency: Your World Without and With AI ........................................................................41

Time for Leadership: With Microsoft 365 Copilot, Not Just a Dream ..........................................................44

“AI for All” in Series .........................................................................................................................................................46 Welcome

Our e-book series introduces you to the
world of Microsoft 365 Copilot, showing
how artificial intelligence can revolutionize
your work. Look forward to exciting
insights, practical exercise scenarios, and
everything you need to know to minimize
routine tasks with AI and enhance your
leadership skills.

Discover how Microsoft 365 Copilot
supports your analysis, ideation, and
presentations – always with a clear
focus on data protection and security.

Ready to get started? Your guide to the
future of leadership awaits you!

Copilot Chat prior knowledge, AI becomes accessible
to everyone. Whether summarizing
documents, analyzing data, or providing
step-by-step instructions – Copilot Chat

It is undeniable: As humans and the individually created agents ensure
we strive for tasks that maximum efficiency. The three areas excite us, foster our crea- complement each other perfectly to offer
tivity, and produce results companies a tailor-made solution: from
that fill us with pride. The expansion of intelligent collaboration to automated

Microsoft 365 with Copilot Chat is a ground- processes to state-of-the-art data security.

breaking step that leads us precisely in this
direction. With our new tool, the claim “AI ...in a Secure Environment for All” is not just a vision but a tangible
reality. Microsoft 365 Copilot Chat brings The Copilot Control System places data
artificial intelligence to where it has the protection and security at the center most impact: in our daily work – paving of Microsoft 365 Copilot. With features
the way to the future. like Enterprise Data Protection (EDP),
company data is effectively protected,

Create Routines... while IT departments retain full control
over access, usage, and lifecycle of

Consisting of the three core areas – Copilot and the agents. Supplemented

Copilot Chat, Agents, and Security – the by detailed reports for analysis and free tool for Microsoft 365 subscribers optimization of usage, the system offers
offers comprehensive support that susta- maximum transparency and efficiency.

inably changes everyday work. Users can These comprehensive control mechanisms
look forward to everyday tasks – such as make Microsoft 365 Copilot a reliable monitoring email inboxes or automating solution for companies that want to use AI
workflows – being completed more technologies safely and responsibly. efficiently, faster, and smarter.

a Modern

Leadership

Strategy

The business world is changing faster than
ever – whether through technological
innovations, market shifts, or global
crises. Leaders must be able to respond
flexibly to such changes and guide their
teams through uncertainties. Their task is
to set the direction and encourage their
teams to think outside the box to remain
competitive. And all this alongside the Leaders Set the Course for the Future –
daily business. Including AI

How Can This Be Implemented? Microsoft 365 Copilot can assist leaders
in efficiently tackling challenges such as

Being open to new ideas and approaches, adapting strategies, fostering a digital
adapting strategies flexibly, and fostering corporate culture, and navigating through
a digital corporate culture – organizational changes. Microsoft 365 Copilot automates
transformation, with all its facets, is the routine tasks, provides data-driven greatest challenge for leaders. It requires insights, and frees up time for strategic
not only a clear vision but also the ability and creative thinking. Leaders play a to proactively shape change and bring the crucial role in implementing AI, as they
entire team along on this journey. not only introduce the technology but
also cultivate the culture necessary for its
acceptance and use.

Pioneers: Creating Conditions for AI

Implementation

Leaders must not only promote AI inte-
gration, such as with Microsoft 365

Copilot, but also design it strategically
and responsibly. This requires a clear
vision, employee engagement, and
alignment with measurable value. This
cultural shift needs visionary leadership
that encourages innovation and creativity,
using AI to achieve business goals rather
than just automating routine tasks.

Studies show: Leaders play a crucial role
in integrating AI. They must alleviate
workforce fears, clearly communicate
opportunities, and position AI as a support
rather than a threat. The concern of being
replaced by AI, in particular, requires clear
leadership and the building of trust.

With a focus on ethical standards and data
protection, AI becomes a driver for growth
and resilience. Companies that act early
not only secure a competitive advantage
but also create a culture that attracts and
nurtures talent.

Trend Index: AI by
the Numbers

New Standards in Leadership with

Microsoft 365 Copilot

Microsoft’s Work Trend Index, with over transition from individual impacts to using

31,000 participants, reflects this precisely: AI to enhance business outcomes. The

While leaders agree that AI is indispensable pressure to demonstrate ROI immediately
for businesses, many believe their organi- causes leaders to fall into a kind of zation lacks a plan and a clear vision to paralysis despite the inevitability of AI.

people already use AI at work

3 out of 4

of them started within fear being replaced by AI when the last 6 months. using it for important tasks.

To stay ahead of the curve, we have
prioritized AI training so that everyone
can leverage the capabilities of

Microsoft 365 Copilot and other AI
solutions. Additionally, we launched the

GenAI Academy to foster the growth
and development of our employees –
aiming to train ambassadors and
experienced GenAI users worldwide.

We are already seeing benefits that
are transforming the way we

work and innovate.

Sheila Jordan,

SVP, Chief Digital Technology Officer,

Honeywell

Indicators Clarity, visible success, early problem detection, and efficiency – all of this is
relevant.

Imagine you want to improve your fitness
and decide to go to the gym regularly. Leadership KPIs – With the Support of

Your goal after three months: better Microsoft 365 Copilot endurance. How do you measure your
progress? A good Key Performance To help you clearly understand the benefits

Indicator (KPI) is the time you can run Microsoft 365 Copilot offers, the focus
without stopping. If you start with five of its goals, and how each KPI makes this
minutes and reach 20 minutes after three success tangible, we’ve broken down the months, you can clearly see that you’ve key points for you in an organized manner.

made progress: The KPI – in this case, the This way, you can see at a glance how
running time – shows you whether your Microsoft 365 Copilot can contribute to
training strategy is working. making your leadership processes more
efficient and delivering measurable results.

KPIs help measure how successful processes,
projects, or strategies are. They provide
guidance on whether you are moving in

Goal Area Scenario KPI

Project Management Gather News and Information Improved Strategies
sm
ali
on Controlling Analyze Data Sustainability si
es
of Communication Write a speech Time Savings Pr

r) n for the speech io Communication Customer Satisfaction Create a PowerPoint presentation

me ct Transparency and Organization Meeting Summary to fa Traceability us tis (C Sa Communication Compose a thank-you email Enhance Engagement

Security and privacy

Promise are integrated into every phase of the
design and implementation of Azure

OpenAI Service and Copilots. As with
all our products, we provide a strong

Imagine working with Microsoft 365 foundation for privacy and security,

Copilot – your personal AI assistant that along with additional safeguards that
revolutionizes your workday. You’ve you can choose to activate. As external
developed a new routine that saves a lot threats evolve, we will continue to
of time and opens up new possibilities. develop our solutions and offerings to

But during a conversation with a client, a ensure top-tier privacy and security in
question arises: “… that sounds great, but Azure OpenAI Service and Copilots,
what about data protection?” and we will remain transparent about
our approach.

▪ Our products and solutions continue
to comply with global data protection ▪ Your organization’s data is not regulations. The AI products and used to train foundation models. solutions from Microsoft that you use Microsoft’s generative AI solutions,
continue to meet all current global including Azure OpenAI services and
data protection standards. As we shape Copilot services and features, do not
the future of AI together, including the use your organization’s data to train
implementation of the EU AI Act and base models without your permission.

other laws worldwide, businesses can Your data is not accessible to OpenAI
be confident that Microsoft maintains and is not used to train OpenAI transparency in its privacy and security models. practices. We adhere to laws governing

AI worldwide and support this with
clear contractual commitments.

How It Works

1. Establish a Clear Context 4. Show Curiosity Provide Microsoft 365 Copilot with precise Ask for additional aspects or information
information so it understands the context that could enrich your analysis. and delivers more accurate responses.

5. Review and Deepen

2. Avoid Vague Phrasing Refine your prompts to achieve more Ensure your inputs are specific and clear. detailed results and tackle complex topics.

If information is missing, refine your
request and ask for details directly. 6. Experiment with Different Styles

Experiment with different styles (creative,

3. Maintain Courtesy balanced, or precise) to tailor the responses

Communicate in a friendly and to your needs. professional manner. This encourages
precise and cooperative responses.

Example:

Goal Context Expectations Source

What do you want Why do you need it How should Copilot What information or from Copilot? and who is involved? respond to best fulfill samples do you want

your request? Copilot to use?

“I want a list of 3-5 bullet “…for an upcoming “Respond with a tone “…and focus on email and points to prepare me…” meeting with [client], that is friendly but Teams chats with [people]

focusing on their current authoritative…” over the last two weeks.” state and what they´re
looking to achieve.”

Leadership Would you like to try the use case yourself? Great! With our prepared documents, you

Scenarios can simulate scenarios and experience Microsoft 365 Copilot in action. Just scan
the QR code or click on the link.

In this chapter, you’ll learn how to use

Microsoft 365 Copilot in leadership. Six
scenarios provide step-by-step guidance

on how Microsoft 365 Copilot can make
your work more effective. Alongside
theoretical insights, we offer practical
exercises and all the necessary materials
to try the scenarios yourself and apply Download Now them to your own strategies.

Scenario 1: Scenario 2: Scenario 3: Summarizing Analyzing BMA Data Drafting a Speech for Feedback, Messages, for Stakeholder a Stakeholder Event and More Speech in Excel in Word

Scenario 4: Scenario 5: Scenario 6: Visualizing Creating a Summary Writing a Thank You Stakeholder of a Leadership Email to Employees Speech Content in Meeting in Outlook PowerPoint

Scenario 1:

Summarizing Feedback, Messages,
and More

Without AI: Inefficient, Manual, Delayed

With AI: Targeted, Precise, Automated

Surely this sounds familiar: You have Lea, the communications director of a
unanswered emails or unresolved multinational company, faces the task of
questions from meetings that quickly optimizing her communication strategy.

get forgotten in the hustle and bustle of Current challenges include synthesizing
everyday life. In today’s business world, insights from numerous channels, ensuring
effective communication is key to success. consistent messaging, and integrating

With Microsoft Teams and Microsoft 365 data-driven decisions into strategic planning.

Copilot, you can effortlessly stay on top
of things. Microsoft 365 Copilot filters
relevant information from emails and
meetings in Outlook, keeping you well-
informed and enabling smarter decisions –
efficiently and stress-free. This way, you
can focus on what truly matters and
achieve your goals faster.

Initial Situation: With Microsoft 365 Copilot, Lea has the opportunity to elevate her communi-cation planning to a new level – while considering all important content and aspects. Microsoft 365 Copilot assists in analyzing relevant data, filtering out the key insights, and developing strategic actions based on them. This not only makes communication more agile but also more sustainable and effective.

Task Summarize Content Required Document:

Area No additional files needed for Cross-Functional the exercise. Simply work in

Required Apps Business Chat your environment with existing

(and More) files.

Level Copilot Beginner

Efficiency Boost

Benefits Consistency

Time Savings

1. Launch Microsoft 365 Copilot

Start with Microsoft 365 Copilot in an environment that integrates your (communication) data, like Microsoft Teams or Business Chat. Open the Copilot window.

2. Formulate Your Prompt

The following prompt ensures that all content related to the desired topic or a specific project is summarized:

“Summarize all emails, meetings, and chats from the last 30 days related to the >topic of your choice<.”

3. Consider the Options

Pay attention to the options above the input field that relate to summarized emails, meetings, and chats. Select one of the available options to see how Business Chat in Teams responds to it.

4. Choose an Option and Let the Summary Be Generated

If additional options appear above the prompt that are linked to your previous selection, choose one of these options to continue.

5. Add an Optional Prompt

You not only want to summarize insights, news, and more, but also find out if there have been any unanswered questions. To do this, enter this prompt: “What questions remain unanswered about >topic of your choice<?”

6. Let the Summary Be Generated

Every response from Microsoft 365 Copilot generates a new set of follow-up options. This allows you to delve deeper into the topics that Microsoft 365 Copilot has extracted for you. Save your summary by exporting it as a Word document, for example.

Tip: Use Microsoft 365 Copilot exactly where you need the content. This way, you get even faster responses. For example, Microsoft 365 Copilot is available in chats or in Teams channels through the familiar icon.

Scenario 2:

Analyzing BMA Data for Stakeholder

Speech in Excel

Without AI: Time-Consuming, Inefficient, Unclear With AI: Structured, Goal-Oriented, Simple

Before the era of AI and automation, Mads, the CFO of Fabrikam, Inc., an IT collecting and analyzing data for Business services company, is tasked with preparing

Management Analyses (BMA) was a an important speech for the annual real challenge. Financial data had to be shareholders’ meeting. For this speech,
painstakingly gathered manually from he needs well-founded content, such as
various sources, entered into spreadsheets, that found in a business management
and meticulously checked. Reports like report. Before using Microsoft 365 Copilot,
the BMA were typically created through the analysis was a highly error-prone hours of work with Excel or other basic and time-consuming process. Now, it is
tools – prone to errors, time-consuming, completed within minutes. and far from efficient. Real-time insights?

Unthinkable. Instead, this process often
took several weeks.

Initial Situation: Mads has all the relevant information from the business management evaluation in an Excel file. He has decided to conduct the analysis with Microsoft 365 Copilot – because the advantages are obvious: Without automated analyses or AI-supported tools, only simple patterns and numbers could be evaluated in the past, which greatly limited insights. Now, Mads expects a quick analysis that can be flexibly adjusted if needed.

Task Analyze BMA Data Required Document:

Area Leadership 2023 BMA.xlsx Management, Download the file Fabrikam for practice.

Required Apps Microsoft Excel

Level Copilot Advanced

Quick Results

Benefits Clearly Organized

Effort Minimized

1. Important Information First

Ensure that the Business Management Evaluation (BMA) is available in an Excel file if you are not working with the practice file. The file should be complete and well-structured. At the same time, the file should be uploaded to your OneDrive.

2. Open Excel

Open the Excel file with the BMA data directly from OneDrive. Click on the Copilot icon in the top ribbon to get started.

3. Formulate Your Prompt

“Please analyze the BMA data in this table and create
a summary of the key findings. Focus on trends,
deviations, and the essential financial metrics.”

4. Generate a Summary

Microsoft 365 Copilot provides an initial summary
that includes key insights such as revenue trends,
cost patterns, and profit margins.

5. Add an Optional Prompt

Enter more specific requests to receive in-depth
analyses like: “Create an overview of the monthly sales trends and highlight particularly noticeable
fluctuations.”

6. Let Copilot Create Visualizations

Ask Microsoft 365 Copilot to create charts or graphics for a visual representation: “Create a bar chart for monthly revenues and expenses.”

7. Generate a Report

Ask Microsoft 365 Copilot to summarize the results in a separate worksheet: “Please create a new sheet with key insights and charts as a management summary.”

8. Save and Share the File

Save the file to OneDrive to easily share it with your team, or send the file directly via Microsoft Teams or email.

Scenario 3:

Drafting a Speech for a Stakeholder

Event in Word

Without AI: Resource-Intensive, Manual, Not Very Agile With AI: Efficient, Understandable, Precise

Finding the right words, incorporating extensive manual work. However, with
all relevant content, and convincing Microsoft 365 Copilot, this has funda-shareholders – a successful stakeholder mentally changed. speech should achieve all of this. However,
writing such a well-founded and impactful Initial Situation: Mads plans to use speech requires time and careful preparation. Microsoft 365 Copilot to craft his speech

With Microsoft 365 Copilot, this demanding based on the financial results presented
task becomes significantly easier. in the profit and loss statement. Microsoft

365 Copilot not only simplifies the writing

Mads has completed the crucial BMA process but also ensures a clear, consistent,
analysis and is now working on the speech and impactful message. With Microsoft
for the annual shareholders’ meeting. The 365 Copilot, Mads can build a stronger
text should highlight key financial achieve- connection with his stakeholders and set
ments, outline future strategic plans, and sustainable impulses for successful convey an inspiring vision. Previously, this leadership. Let’s get started! process was time-consuming and required

Task Write a Speech in Word Required Document:

Cross-Functional, Simply download the 2023

Area Management and income statement from

Leadership Fabrikam for practice.

Required Apps Microsoft Word

Level Copilot Beginner Note: The corresponding document must

Relevant Data be stored in your OneDrive. Ideally, you

Benefits Clear Formulations have opened it at least once so that it

Quickly Adaptable appears in the list of recently used files.

1. Open Word

Open Microsoft Word and start a new document. Click on Microsoft 365 Copilot or press Alt+I.

2. Formulate Your Prompt

In the Draft with Copilot window, which appears at the top of the blank document, enter the following prompt: “Please create a speech for the Fabrikam shareholders summarizing the company’s income statement results for 2023. You can find the relevant data in the attached file.”

3. Attach the Document

Before generating the draft, you need to attach the file Fabrikam 2023 Profit and Loss Statement.docx. This can be done using the paperclip to link to your content.

4. Let the Draft Be Generated

Click on Generate. Review the draft and first click on Keep. However, some changes are still needed.

5. Let it Rewrite Automatically

Are there sections you want to add to or rewrite? You know what you want to say – but not how to phrase it? Just highlight this sentence or section and click on the Copilot icon.

Microsoft 365 Copilot now provides you with three options to choose from. Select one of the three suggestions and either add it below the text or use it as a replacement. If the suggestion doesn’t fully meet your needs, you can regenerate it using the arrows or adjust it through the What do you want Copilot to change? field.

6. Save the File

Review your speech for accuracy and save the final version of the speech as Fabrikam 2023 Financial Presentation.docx in your OneDrive.

Scenario 4:

Visualizing Stakeholder Speech Content
in PowerPoint

Without AI: Neglected, Inconsistent, Time-Consuming With AI: Targeted, Professional, Flexible

Presentations require regular updates After successfully crafting his speech for
to incorporate new standards, security the stakeholder event with Microsoft 365
policies, or market developments. This Copilot, Mads now wants to visualize the
can quickly become time-consuming, as content in an engaging and persuasive
manually editing charts, tables, and texts is way for the shareholders. With Microsoft
not only labor-intensive but also prone to 365 Copilot in PowerPoint, he can make his
errors. With Microsoft 365 Copilot, these messages even clearer while maintaining
challenges can be overcome: It enables a professional standard. This way, the you to achieve professional results while presentation will not only be eye-catching
presenting content in a compelling and but also leave a lasting impression and
engaging way for stakeholders. effectively convey his messages. Initial Situation: Mads wants to visually present the contents of the stakeholder speech in an engaging and targeted manner for the shareholders. His goal is to clearly and professionally convey the key messages to capture the stakeholders’ attention and enhance his speech with visual support. He relies on Microsoft 365 Copilot in PowerPoint to make the creation process efficient and flexible.

Task Prepare Presentation Required Document:

Cross-Functional, Simply download the

Area Management and 2023 Profit and Loss Statement

Leadership speech for shareholders.docx

Required Apps Microsoft PowerPoint for practice.

Level Copilot Beginner Note: The corresponding document must

Professional and be stored in your OneDrive. Ideally, you

Benefits Consistent have opened it at least once so that it

Visual Support appears in the list of recently used files. Quickly Adaptable

1. Open PowerPoint

Open PowerPoint and create a new blank presentation. Click on Copilot in the ribbon or on the icon above the slide.

2. Formulate Your Prompt

“Please create a presentation based on the speech
in the following document: [insert the copied link
here].” or attach the file through the suggestions window, where the last three used files are
displayed.

3. Have a Presentation Generated

A presentation is now being created. This will include the outline, speaker notes, images, layouts, and a general confidentiality label.

4. Make Adjustments Using Prompt or Designer

Carefully review the slides created. Check for any references to the speaker of the presentation, and also examine the added speaker notes to ensure they clearly convey the key points of your presentation. Make adjustments as needed by giving Microsoft 365 Copilot specific instructions, such as:

“Add a slide with the key financial highlights.”

Microsoft 365 Copilot does not make design adjustments. For that, it’s easiest to use Microsoft Designer.

5. Add a Prompt: Insert Slide

“Insert a new slide after Slide 1. This slide should contain an image of a mountain peak in the Alps. Add a text box on the slide: ‚Fabrikam’s company motto – “We overcome every obstacle.” It should be positioned at the bottom. Also, add speaker notes to the new slide discussing how Fabrikam tirelessly works to fulfill every customer request and is not deterred by any obstacle.”

6. Save the File

Review the adjustments and make any necessary changes. Once all modifications are finalized and the presentation is designed to your liking, simply save it to your OneDrive.

Scenario 5:

Creating a Summary of a Leadership

Meeting

Without AI: Labor-Intensive, Time-Consuming, Unstructured With AI: Fast, Precise, Transparent

Summaries, especially after important becomes significantly more efficient, events and meetings, often form the allowing important information to be
foundation for further gatherings and compiled quickly and accurately. innovations. They help capture key
insights, document decisions, and clearly Mads and other team leads held a Teams
define next steps. A well-structured meeting after the stakeholder event to
summary not only ensures transparency consolidate the day’s insights and develop
within the team but also makes sure that initial ideas for the next event. Since the
everyone is on the same page – even meeting took place a few days ago, Mads
those who couldn’t attend. With tools now wants to organize the content. like Microsoft 365 Copilot, this process Initial Situation: The leadership meeting took place in Microsoft Teams, and Mads now wants to organize the content so that colleagues who couldn’t attend can easily understand what was discussed. The goal is to clearly outline decisions, to-dos, and open questions from the meeting minutes and make them accessible to the team. With Microsoft Teams and Microsoft 365 Copilot, this can be done quickly: The intelligent assistant identifies the relevant content in just a few clicks and presents it in an organized manner.

Task Meeting Summary Required Document:

No file needed for the

Area Cross-Functional exercise. Required Apps Microsoft Teams

Level Copilot Beginner

Professional Results

Quick and Flexible

Benefits

Enhanced

Communication

1. Important Information First

Ensure your Teams meeting was recorded and that meeting notes or chat logs are available. These are automatically saved in the relevant channel or in OneDrive.

2. Open the Meeting Recording

Go to the channel or chat where the meeting took place, or open the meeting recording. Open the Teams meeting or the associated chat view and click on the Copilot icon.

3. Formulate a Prompt

Enter a prompt like the following: “Create a summary of the leadership meeting based on the meeting recording and notes. Focus on decisions, to-dos, and open questions.”

4. Generate a Summary

Microsoft 365 Copilot analyzes the meeting recording, notes, and chat logs to create a structured summary. Review the summary to ensure it includes all relevant points such as decisions, actions, and open questions.

5. Optionally Add a Prompt

If important information is still missing, you can instruct Microsoft 365 Copilot with a specific prompt to add
details or adjust style and format.

“Add details about the discussed marketing measures.”

“Rephrase the summary to be more professional and concise.”

6. Share or Save the File

Share the final summary directly in the meeting chat or export the content as a Word document.

Scenario 6:

Writing a Thank You Email to Employees

Without AI: Time-Consuming, Impersonal, Error-Prone With AI: Efficient, Personal, Targeted

The fiscal year is coming to a close, and it’s Alexa is the CEO of SecureIT GmbH. The time to find the right words for an email to year has been marked by many changes
all employees. But what should the content and innovations, and the team has done
look like? Especially in dynamic times, it can an excellent job in achieving the results.

often be challenging to craft a creative and However, due to her tight schedule, Alexa
coherent message that covers all important finds it difficult to compose an appropriate
points – and finds the right words, particularly email, and several attempts have been
during phases of significant change. Microsoft unsuccessful so far. It is particularly impor-

365 Copilot can assist you precisely here, tant to her that the employees feel helping you create content that makes you motivated and engaged by her message.

feel confident and comfortable.

Initial Situation: Alexa has already made several attempts to draft her thank-you email, but unfortunately, she struggles to put her thoughts into the right words. The tight schedule adds to the challenge. However, with Microsoft 365 Copilot in Outlook, Alexa can rely on her digital assistant: It creates a first draft that captures her thoughts and provides helpful tips to refine the email and address key points effectively. Let’s get started together.

Task Write a Thank-You Email Required Document:

No additional documents

Area Cross-Functional needed for the exercise. Required Apps Microsoft Outlook

Level Copilot Beginner

Improved

Communication

Benefits

Employee Engagement

Fast and Adaptable

1. Open Outlook

Open Outlook and access Microsoft 365 Copilot from the top menu bar. Beforehand, consider who the email should reach: Is it specific teams or departments – or is the email intended for the entire workforce?

2. Formulate Your Prompt

Have you made your decision? Then a suitable prompt might be formulated like this:

“Please write a thank-you email to the team for their work on our last project. Highlight the teamwork and the results achieved. The tone should be appreciative and motivating.”

3. Let Copilot Generate a Draft

Microsoft 365 Copilot drafts an initial version of your thank-you email. Review the draft to ensure the message aligns with your expectations.

4. New Version?

If it doesn’t quite meet your expectations, you can take one of the following actions: To create a new version, select Regenerate Draft. To start from scratch, change your prompt and select Generate again.

5. Make Adjustments

If specific details or achievements need to be highlighted, enter another prompt like “add an example of the results achieved, such as the successful completion of the project ahead of schedule.” Or change the tone with: “make the email a bit more personal.”

6. Send the Email

Review the email thoroughly and read it carefully. Add the appropriate email addresses or groups. Enter a suitable subject and click Send.

Efficiency: Your

World Without
and With AI

Gather News and Information

WITHOUT AI WITH AI Summarizing feedback and messages Microsoft 365 Copilot efficiently was time-consuming and prone to summarizes messages and feedback, errors. Important details could easily be highlights key points, and ensures a clear

overlooked. and concise presentation in no time.

Analyze BMA Data

WITHOUT AI WITH AI Analyzing BMA data was tedious, time- Microsoft 365 Copilot precisely analyzes

consuming, and often inaccurate. Manual BMA data, identifies trends, and provides
errors limited the quality of the results. clear insights that can be immediately
integrated into the stakeholder presentation.

Write a Speech

WITHOUT AI WITH AI Writing speeches was time-consuming, Microsoft 365 Copilot quickly crafts a

required a lot of preparation, and was well-informed speech that clearly outlines
often prone to errors, especially with key financial achievements, strategic plans,
complex topics. and visions.

Create a PowerPoint Presentation for a Speech

WITHOUT AI WITH AI Creating presentations used to be time- Microsoft 365 Copilot creates targeted

consuming and often disorganized. PowerPoint slides that present messages

Content wasn’t always visualized effectively. in a visually appealing and professional
manner, without extra effort.

Summarize Leadership Meeting

WITHOUT AI WITH AI Follow-up after meetings used to be time- Copilot automatically summarizes the

consuming and unstructured. Important results of meetings, highlights decisions
points could easily get lost. and to-dos and shares them with the team
in a clearly structured way.

Compose a Thank-You Email

WITHOUT AI WITH AI Writing thank-you emails used to be Microsoft 365 Copilot quickly crafts a

complex and time-consuming. They often thoughtful thank-you email that is precise,

lacked a personal touch and precise motivating, and personalized. wording.

Copilot, Not Just of such technologies also presents challenges. It is not enough to implement
a Dream Microsoft 365 Copilot as a mere tool – 68 % of executives report that the success
of AI applications critically depends on
how well they are integrated into existing

The introduction of Microsoft 365 Copilot business strategies. Therefore, leaders
opens up new opportunities for executives must ensure that their teams are empowered
and business leaders to enhance their to work with AI technologies and fully
strategic decision-making roles. While leverage their potential. traditional leadership tasks were often
tied up with time-consuming processes
like report generation, data analysis, or WITHOUT AI planning complex projects, Microsoft 365 Executives were heavily tied up with time-

Copilot creates space for strategic thinking consuming, manual tasks like reports, data
and innovation. analysis, and planning. Decision-making
processes were often slow because crucial

With Microsoft 365 Copilot, executives information had to be painstakingly can access real-time analytics, quickly compiled first. summarize complex information, and
make informed decisions. The efficiency

is particularly impressive: Microsoft

365 Copilot generates reports, creates WITH AI presentations, and assists with strategic Microsoft 365 Copilot automates routine
planning – all based on up-to-date data. tasks, provides precise real-time data, and

This allows executives to gain not only gives leaders more time for vision and
speed but also precision in decision- strategic decisions. This enables them to
making. respond to market changes more quickly
and make informed decisions, leading
their teams more efficiently.

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Table of Contents

- Copilot for All – Introduction of Microsoft 365 Copilot Chat .......................................

- With AI to a Modern Leadership Strategy ............................................................

- Microsoft Work Trend Index: AI by the Numbers ......................................................

- Measurable Success: Key Performance Indicators .....................................................

- Data Protection as a Foundation: Your Data, Our Promise.............................................

- Effective Prompts? Here’s How It Works..............................................................

- Practice with Microsoft 365 Copilot: Leadership Scenarios ..........................................

- Scenario 1: Summarizing Feedback, Messages, and More .............................................

- Scenario 2: Analyzing BMA Data for Stakeholder Speech in Excel ...................................

- Scenario 3: Drafting a Speech for a Stakeholder Event in Word ....................................

- Scenario 4: Visualizing Stakeholder Speech Content in PowerPoint .................................

- Scenario 5: Creating a Summary of a Leadership Meeting ...........................................

- Scenario 6: Writing a Thank You Email to Employees ...............................................

- Automation and Efficiency: Your World Without and With AI ..........................................

- Time for Leadership: With Microsoft 365 Copilot, Not Just a Dream ..................................

- “AI for All” in Series .............................................................................