WEBINAR REPLAY

Work smarter with Copilot

Strategies to maximise your investment
Microsoft 365 end user training | CodeBlue

OVERVIEW

This webinar explores how Microsoft 365 Copilot can enhance productivity, save time, and unlock new possibilities in daily operations through effective prompting, use of new agents, and personalised settings.

CONTENT SUMMARY

  • Effectively prompting Copilot involves four core foundations – goal, context, audience targeting, and expectation – to improve accuracy and save time.

  • New Copilot features like the Analyst and Researcher Agents, as well as personalised custom instructions and the Copilot Dictionary, allow for deeper data analysis, rapid knowledge acquisition, and tailored AI interactions.

  • Microsoft has introduced new M365 Copilot for Business licensing options, including promotional bundles, to make the paid version more accessible for business-premium users.

Replay Webinar

Webinar transcript

0:0:29.670 –> 0:0:32.390
Matt Bourne
So welcome everybody, as should be a good session.

0:0:33.560 –> 0:0:42.100
Matt Bourne
We’re gonna explore how copilot can help you work smarter, save time, and hopefully unlock some new possibilities in your day-to-day life.

0:0:43.510 –> 0:1:4.750
Matt Bourne
We’ve got two subject matter experts here. I’ve got first Krishneel. Kris has been leading organisations through digital transformation with Microsoft 365 Copilot helping turn AI and the practical results his experience lies in bridging strategy with hands on deployment. So you’ll hit insights that are grounded and real success stories.

0:1:5.710 –> 0:1:29.680
Matt Bourne
Alongside him, we’ve got Aaron Horan who brings deep experience in IT solutions and customer success. Aaron has worked closely with businesses, simplify work flows, automate repetitive tasks and maximise the value of Microsoft 365. He’s passionate about making technology approachable and impactful, and today he’ll share practical strategies for weaving copilot seamlessly into your daily operations.

0:1:31.130 –> 0:1:45.990
Matt Bourne
One quick note before we dive in. Would love for this to be interactive. You’ll see a questions and answers or a Q&A function available in your webinar window. Please use it to submit your questions at anytime during the presentation. I will be moderating.

0:1:46.770 –> 0:2:12.530
Matt Bourne
The live Q&A and will answer your dedicated are you question the dedicated section at the end? If we end up with too many questions at the end, feel free to them as part of your feedback and we can get back to you afterwards. So thank you everyone again for being here said alone and let’s discover how copilot can help us all achieve more with less effort. Well from again and enjoy.

0:2:18.790 –> 0:2:48.860
Krishneel Kumar
So awesome. Yeah. Welcome, everyone. And yeah, glad glad to have you all on board. And also so intrigued to see how passionate you guys are in terms of the I I road map or like the AI journey are you guys looking to pursue a sorry today we’ve got a couple of key topics here that will be covering here to start off with we’ll be covering with the how to prompt effectively with copilot and then we’ll end up into how copilot works in Excel.

0:2:48.960 –> 0:2:51.760
Krishneel Kumar
And how you can use it with your data sheets and what not.

0:2:52.820 –> 0:3:14.690
Krishneel Kumar
Then we’ll also cover around the analysis and the researcher agent, which is available in the Copilot, followed by using copilot in PowerPoint. How it can better utilise Copilot to generate your slide text and not so also around how you can personalise your copilot so it actually.

0:3:15.940 –> 0:3:45.900
Krishneel Kumar
Becomes your, real I personal assistant and a like is communicated in the tone that you normally speak in and then forward by we’ve got a Copilot dictionary which is a new innovation to Copilot which can help with the deeper understanding of Copilot and falling onto that. There will be some licencing discussions which metal go in the end of it and some training options that are.

0:3:46.10 –> 0:3:48.770
Krishneel Kumar
Are blue has to offer and we’ll go through that.

0:3:50.110 –> 0:4:20.700
Krishneel Kumar
Moving on, so how do effectively prompt with the prompt coach? So again, just taking back a step. So like a prompting with Copilot has quite an art. So there is like 4 Co foundations of prom code would actually give you effective prompt. So the 4th folk foundations are the goal context, the effectiveness of the prompt in.

0:4:21.200 –> 0:4:36.870
Krishneel Kumar
Also, that includes improving the accuracy of the data you get back. So and leading you to save time. Now let me actually show you how to work with prom coach in core part to get the effective prompts right.

0:4:40.130 –> 0:5:9.600
Krishneel Kumar
Does the screen that I’m on it miming is the unified Copilot screen which is also called the best chat in Microsoft Teams, so the prompt coach is actually one of the agents which are Microsoft have published in the unified corporate. So how to get to the agent? So basically you click on all agents on your interfile screen and in the list of agents you’ll see there’s prompt code.

0:5:10.180 –> 0:5:40.340
Krishneel Kumar
Now what you’ll see there, there is a number of coaches in there, so there’s idea Coach. There is writing coach, but today we only gonna focus on prone coach. So to add prompt coach to your call bar. He basically click on promo codes and go ahead now. So at times if you don’t see that in your Copilot window that’s because you are the administrator model actually blocked blocked it on the Microsoft tenant. So please consult your.

0:5:40.460 –> 0:5:56.540
Krishneel Kumar
Administrator and that can have a look into it. So now, since you’ve edited your cop, the prompt code to your call bot, it’s always nice to print up as well, because otherwise it can get lost behind the window so.

0:5:57.650 –> 0:6:10.980
Krishneel Kumar
Here I’ve got a couple of prompts that I’ve already prepared for you guys, so just give you an understanding of what the like a good prom looks like. So if I take this first prompt here.

0:6:11.940 –> 0:6:13.290
Krishneel Kumar
And copy that.

0:6:14.290 –> 0:6:21.160
Krishneel Kumar
And I’ll analyse this with Copilot. So, yeah, you’ll see, there’s a pre generated.

0:6:22.260 –> 0:6:51.210
Krishneel Kumar
In activations in Copilot. So if I do analyse prompt and then here I’ll paste in my prompt so it’s gonna go and analyse the prompt, ensuring those full foundations I met. So I the the goal context, the audience targeting and the expectation so easing my original prompt, it’s actually utilised all those four core foundations and actually improve my prompt so.

0:6:51.550 –> 0:7:21.320
Krishneel Kumar
If I was using the first prompt, I would most likely would have to do a quite a few interactions with Copilot to get to where I wanted to be versus FI used the improve prompt out, get the results faster cooker in much much more contextual results here so the second prompt that I’ve got here is was one of the prompts that I’ve actually formulated with the prompt coach so you can actually see the difference one is quite.

0:7:21.660 –> 0:7:25.290
Krishneel Kumar
One liner prompt versus the other one is quite comprehensive.

0:7:26.180 –> 0:7:30.640
Krishneel Kumar
So that’s that’s what you can do in the prom coach in a.

0:7:31.540 –> 0:8:1.960
Krishneel Kumar
I know there there’s this. This is just the one coach that I spoke of. They are various. They’re writing coach and idea coaches all which is quite powerful too, so I’d highly encourage exploring and experimenting with it to ensure see what fits best in your workflow. So just before we can tell you, we’ll just say that everything that we’re going to show and demo today is possible through the Microsoft 365 Copilot, which is a licenced.

0:8:2.40 –> 0:8:17.240
Krishneel Kumar
Product the things that we’re covering today are not available within just copilot, and just copilot is the is the version that everyone gets with their with their business licence without paying any extra for it.

0:8:18.890 –> 0:8:45.970
Krishneel Kumar
Cool. Moving on. So now let’s see what Copilot can do in Excel. So let’s say you’ve got a really complex data set and you would like to analyse that data set to get better understanding of what the data set compiles of. So that’s why I copied it. Comes in really handy and helps you in analysing the data. Let me actually show you in demo how that works.

0:8:47.730 –> 0:9:17.780
Krishneel Kumar
So I’ve got this Excel data sheet here and this data. This data set is basically compiled of a automobile company. This is a fictional company, just a fart. So that’s based on the vehicles around the ice vehicles that pay the petrol vehicles be harboured and plug in Harvard. So I’ve already got some pre but promised that I’d like to go over here.

0:9:17.860 –> 0:9:18.190
Krishneel Kumar
So.

0:9:18.890 –> 0:9:26.100
Krishneel Kumar
We’ve so there there’s a prompt for the sale, sale trend and forecast for this company. So if I’m just copy this.

0:9:26.880 –> 0:9:29.210
Krishneel Kumar
And paste it into the data set.

0:9:30.410 –> 0:9:53.0
Krishneel Kumar
So Copilot is just in the top line in corner here, so if you click on Copilot and you can just paste the prompt here and go for the one thing you’ll notice here. So in the unified Copilot, the GPD 5 version of the LLM module is available, so it’s actually available in the.

0:9:53.460 –> 0:10:8.70
Krishneel Kumar
Ohh, the apps as well. So if you if I click on the the three dropped down here and click on try GPD file so that’s that’s actually gonna use GPU file to formulate my data and I can now go ahead with the.

0:10:8.710 –> 0:10:24.400
Krishneel Kumar
The prompt it’s going to take time to think and it’s gonna review the data. So one thing to note here, this prompt, this window here actually works just inside this Excel data. It’s not gonna look outside of the Excel data so.

0:10:25.510 –> 0:10:55.80
Krishneel Kumar
It’s a currently analysing with Copilot, so it’s actually going across all the tips to get all the relevant details about their revenue and sales of this company in that it’s gonna do the full cast for me for the next three months. So we’ll have a clear visibility of what the company is looking for in the months coming months. So if I click on the analysis drop down, so you can see what it’s doing in the background. So these sort of things.

0:10:55.540 –> 0:10:56.440
Krishneel Kumar
We obviously.

0:10:57.600 –> 0:11:17.120
Krishneel Kumar
Like if when you’re experts in Excel, this actually comes really handy in a. So this is just the analysing side of things for Copilot. But they are things where it can actually do formulas for you as well. So if you have a really big data set of like.

0:11:18.120 –> 0:11:47.430
Krishneel Kumar
A lot of members in it and you want something like formula that so you can actually ask hopes to write that formula for you, which you can plug into that data set. So as you see here, that’s actually formulated quite a lot of graphs here. So if you were to use that for like a PBT preparation, you can actually use that data and it’s given you a nice CSV of what the next three months forecast is going to be for the company and some external items.

0:11:47.520 –> 0:11:58.610
Krishneel Kumar
Yeah as well, what you can do with the inventory in a, if there’s any risk identified as part of this analysis, it will actually show you. So that’s that’s some of the things that you can do with Excel.

0:11:59.730 –> 0:12:29.120
Krishneel Kumar
Now, while we’re gonna delve into the analysis and research agent, where Aaron’s gonna actually show you how I can further extend your data set to actually do the analysis offer and get some contextual results out of it over here. Thanks, Krishna. Yeah. So I’m gonna be covering 2 agents in particular within the Microsoft 365 Copilot. Again, this is paid version. You do not get this in the free version.

0:12:30.530 –> 0:12:56.700
Krishneel Kumar
So the first one, we’re gonna go over is the analysis agent and the analysis agent is very similar in a lot of ways to what you can do within the actual Excel application, except for one major difference in that you don’t need to actually open your file. So if I grab, sorry, I’ve got it. So if I grab the mouse here and just go to 365 copilot, and I know I’ve said it.

0:12:57.800 –> 0:13:26.530
Krishneel Kumar
I’ve said it a couple of times already that there is a free version and a paid version, but the way that you can easily tell us just here at the top of the screen I have a web and a work. If you have opened the 360, your copilot button which will look similar but may not say M365 on it and you don’t see these two options or you don’t see that M365 logo on there, you are not using a paid version of copilot. So as I said.

0:13:26.790 –> 0:13:58.60
Krishneel Kumar
They are going to be talking about the analyst agent. We have what we have three. We have three agents there now that Krishna’s added the prompt coach, so we’re gonna click on the analyst agent and the way we do this is the first thing that you always look at when you’re looking at a new agent as you look at the established prompts that are already there because they give you an idea of what that agent has actually for. This is especially true for the Microsoft created agents in the list here. There are quite a few that are all Microsoft.

0:13:58.130 –> 0:14:9.610
Krishneel Kumar
Breaded or have been created by other third parties that Microsoft has sanctioned. So within the analyst agent here. The way that I’m gonna do this today is I’m going to ask.

0:14:10.550 –> 0:14:26.760
Krishneel Kumar
I’m going to ask the the agent to give me 10 trends about my data set. So first I’m going to add my file, my data set that I want it to actually look at, which is the same data set that krishneel has already shown and before used.

0:14:28.160 –> 0:14:32.560
Krishneel Kumar
So we upload our document there and then all I’m gonna do is I’m gonna say.

0:14:33.620 –> 0:14:40.50
Krishneel Kumar
Show me 10 trends about my data set.

0:14:42.460 –> 0:15:13.330
Krishneel Kumar
Now Chrishnelle talked about GT5 before. These agents typically use GPT 5 natively. They don’t use GT4. A lot of people wonder what the difference is between them. Are GPT 5 is going to do a much deeper look at whatever you’re asking it to do because it’s much deeper. Typically it is going to take quite a lot longer than you may be used to. If you’ve been prompting like a champion up till now just asking questions, you’ll know that without using GPT 5 it’s a very quick.

0:15:13.410 –> 0:15:19.700
Krishneel Kumar
That’s a maybe it hasn’t gone and looked too hard. It sort of gone through the 1st the first things.

0:15:21.500 –> 0:15:37.140
Krishneel Kumar
And you get an answer, but as you can see here it takes it takes quite a while and I don’t really want to make you a wait for that answer, so I’m just gonna go out of that and then back into the agent and pull the cooking show and say here’s one I prepared earlier.

0:15:39.620 –> 0:15:45.110
Krishneel Kumar
And we’ll just give that I second ohh she’s ohh fallen over. It’s running the same prompts still.

0:15:47.510 –> 0:15:49.600
Krishneel Kumar
Hang on a second, yeah.

0:15:50.600 –> 0:15:51.870
Krishneel Kumar
Yeah. What do the old one?

0:15:54.750 –> 0:16:1.510
Krishneel Kumar
And there we can see that it has looked through the document and it’s shown me 1010 trends now.

0:16:2.510 –> 0:16:33.420
Krishneel Kumar
In my position that I do on a daily basis, I end up checking a lot of reports. I know how to check those reports and I know how to get that data, but it would be much simpler if I could just export that out and then send it straight through to the analyst agent and get it to just show me things so that I can yeah, just see relevant data and you can ask many different types of questions to the analyst agent. I like the show me trends just because.

0:16:33.880 –> 0:16:43.530
Krishneel Kumar
That’s just quick, but in the agent you can also there’s a prompt here, but create a table with the volume of planets at a column to show.

0:16:44.250 –> 0:16:55.380
Krishneel Kumar
Multiple adverse and arrow to show how the sun compares to the volume of the sun. That type of prompt is also showing us that you can ask more anecdotal things not related to actual data that you already have.

0:16:57.520 –> 0:17:7.690
Krishneel Kumar
The next agent that I’m going to talk about is the researcher agent I in particular really find the researcher agent helpful.

0:17:9.810 –> 0:17:10.440
Krishneel Kumar
But.

0:17:12.150 –> 0:17:17.860
Krishneel Kumar
The there’s. There’s several different reasons for why why it’s helpful now. When it first came out.

0:17:19.340 –> 0:17:49.150
Krishneel Kumar
The IT was sort of about asking, asking the research reagent to go out to the Internet and collate a whole lot of information for you so you can ask things that are not related to your work and you can ask things that are related to your work. So the first question, again, this agent uses chat, GPS, not chat. Sorry, GPT 5 and that will mean it will take a long time, about 2015 to 20 minutes to actually run the.

0:17:49.310 –> 0:18:12.120
Krishneel Kumar
From the prompts, so I’m not effectively going to run that now. Make everyone wait and we’re just going to go with ones that I’ve already I’ve already run. So the first one here was I asked the agent to research Hector’s dolphins. For those not in the South islands, the Hector’s dolphin is very similar to the Miami Dolphin. It’s a very endangered species.

0:18:13.330 –> 0:18:43.140
Krishneel Kumar
I asked research sectors offered declined in sustainability. I wanna know what we’re doing as a country to protect this much loved creature. Do this creature research over the last 20 years and track if we are now seeing increased numbers or rather track what measures have been taken and and seeing the most success. So it’s read my prompt. It’s then asked the question, which I’ve then said let’s focus on New Zealand and also add in the Maui dolphin being that they virtually the same and then it has 20 minutes later.

0:18:43.230 –> 0:18:44.900
Krishneel Kumar
Provided me with all of this.

0:18:46.480 –> 0:19:15.230
Krishneel Kumar
All of this information about the Hector’s dolphin that I did not know before. Again, like all a I checked reference. Most most things will will be able to be clicked on. For example, it shows its references so that you can see the information. So really cool. You can see that it’s it’s gathered a lot of information and I could keep prompting on top of that to get more information if I want it. So that one’s that one’s great but.

0:19:15.690 –> 0:19:16.650
Krishneel Kumar
I.

0:19:17.290 –> 0:19:46.900
Krishneel Kumar
That’s interesting, but maybe not so helpful for my work, so I want to prompt that would be helpful for my work. Well, CodeBlue is an IT company and we deal with a lot of hardware. The hardware that we typically sell most of, we are agnostic, but we do sell mostly HP and there’s a very good reason for that, which is because of the warranty support, the next largest provider probably end New Zealand would be in Lenovo. So what if I could do product research, vendor research via the agent, which you absolutely can.

0:19:47.240 –> 0:20:12.190
Krishneel Kumar
So I’ve done another prompt here researching where the Lenovo support can offer me the same offerings as what HP support can, and if it would be worth worth us shifting. Not that I’m in anyway shape or form able to make that decision, but just as an interest sake. So I asked that question again, asked another question which the research for agent will always do. It will always ask a follow up question but you can just tell it to run.

0:20:12.660 –> 0:20:42.860
Krishneel Kumar
Um and then it’s gone and gathered all the information about Lenovo support. It’s referenced itself websites, it’s getting the information from and somewhere in there. If I were to actually read through it, it would say what Lenovo provides that HP doesn’t, which isn’t a whole lot. That’ll be very, very similar. And in fact they used the same vendor for the actual hook comes out to fix your computer, which I found interesting. So.

0:20:43.100 –> 0:20:59.500
Krishneel Kumar
But what’s really helpful for work is the status tracker. So in the in the copilot chat here, or unified copilot, one of the problems we always send right from the early days to get people to test copilot was we said.

0:21:0.960 –> 0:21:25.350
Krishneel Kumar
I’ve been away for seven days. Tell me what I’ve missed and it would go through your teams and your emails and all the information that you have access to. And it would tell you what your best but it was a bit hit and miss on the on the ways that the information that would get. So the researcher obviously does a much deeper job. So I’ve actually run a stylish tracker here.

0:21:29.510 –> 0:21:41.340
Krishneel Kumar
And we’ll see what that actually displayed. So it says the IT it says I’ve I’ve got some items that are planner somewhere that I need to work on.

0:21:42.380 –> 0:22:3.310
Krishneel Kumar
This we’re actually using a persona here as part of this training for someone called Reena, and she’s a store manager for a for a retail company and it’s gone through what Rena has, what’s waiting on her, what she needs to do, what a recommendations are. So you can see straight away because we all have those problems we all wish we had a a.

0:22:3.910 –> 0:22:33.580
Krishneel Kumar
I, an assistant and some people do have an assistant and not everyone does. It would be great to to have that and items like the researcher agent here can help us to do so. That’s about what I’m about. All of what I’m gonna cover so far on the researcher agent. And if I minimise here and go back to PowerPoint prompt here as it says the researcher agent is about that rapid knowledge acquisition. Just getting a lot of knowledge, pulling a lot of knowledge from a lot of sources.

0:22:33.680 –> 0:22:35.730
Krishneel Kumar
Pulling it together to be in front of your eyes.

0:22:39.590 –> 0:23:5.980
Krishneel Kumar
But the big buzz words for the last year or so have been agentic a I and what agents can do for you. And the first question that a lot of people will probably have is what is the difference between a copilot, agents and custom gpts that ChatGPT users, and the main difference here is what it says on the slide. The copilot agents are built within the Microsoft 365 ecosystem.

0:23:6.360 –> 0:23:10.390
Krishneel Kumar
With integration with Microsoft services, connectors and organisational data.

0:23:10.790 –> 0:23:36.400
Krishneel Kumar
they have enterprise grade security and identity management, meaning that the agents are are built for business and they’re built first for business. The custom gpts ChatGPT is, is a consumer LED product, which is why we find it really good to use at home. But in a business sense, using copilot agents and copilot itself can be better for us.

0:23:39.370 –> 0:23:51.230
Krishneel Kumar
Yeah. So we’re gonna go through creating an agent. I’ll ask forgiveness now for any issues with demos I have already created it just in case this does not work.

0:23:52.370 –> 0:24:3.730
Krishneel Kumar
But within an organisation you can often have issues with document quality control. So within here I have two files.

0:24:4.250 –> 0:24:5.470
Krishneel Kumar
Ohh that.

0:24:6.840 –> 0:24:16.70
Krishneel Kumar
I have a a policy template and if I open that policy template here you can see that there are five main sections in that.

0:24:17.570 –> 0:24:46.940
Krishneel Kumar
And you can imagine that if someone creates another policy off this template, it should have those same 5 sections or should have same sorts of information and it. And if I then close that one and go back there and open the next one, you will see that it’s missing one of the sections. There’s not 5, there’s only four, so a manual check would let us find that information. That’s really handy, but this is a very repeatable.

0:24:47.20 –> 0:25:14.750
Krishneel Kumar
The notion is task of doing quality control on documents, so it would be really good if we could just create a quick agent to do that and creating agent sounds scary, but in reality it’s not. So how do we do it? We click on the button here to create an agent and may look slightly different for you depending on which version of copilot is running and depending on update schedules. This particular screen here does look a little bit scary. This is the configure screen.

0:25:15.650 –> 0:25:45.60
Krishneel Kumar
I’m not a computer programmer, I’m a systems engineer where much more GUI related or graphical user interface and not programming related. So I’m gonna click on describe instead. So this looks a lot more friendly. It said I’m here to help you build your agent and you can start by describing what you want the agent to do. So what I want the agent to do is I want it to create an agent.

0:25:45.140 –> 0:26:2.70
Krishneel Kumar
That will compare an original template policy document against they submitted policy document. The agent needs to check that the sections aligned and nothing is missing to help us with quality control. So that sounds really good. Let’s go with that and paste that in there. Thank you.

0:26:3.180 –> 0:26:32.750
Krishneel Kumar
And we’ll go with that. Now it’s going to ask a question back after it’s looked at our prompt and by the way, if we decide that we’re not very good with this as then we don’t really like the prompt that we’re putting is not getting the right answer that we want, you can always put this prompt into the prompt coach and say I am trying to create an agent. I basically wanted to do this. Can you create a prompt for me and it will create that prompt and make it have all of the right contextual things, but.

0:26:33.130 –> 0:26:47.380
Krishneel Kumar
As an example here, based on what you can just type out in your mind, it will do a pretty decent job of this. So it says it’s been set up to compare and original template policy against the submitted policy document. Now let’s choose a name and it’s.

0:26:48.390 –> 0:26:53.640
Krishneel Kumar
Suggested using the name policy comparison assistant, but I already have one there called that, so I’m going to say.

0:26:55.360 –> 0:26:58.250
Krishneel Kumar
How about version?

0:26:59.0 –> 0:27:2.550
Krishneel Kumar
2.0 policy checker.

0:27:7.400 –> 0:27:9.0
Krishneel Kumar
And then we’ll see what that does.

0:27:9.990 –> 0:27:40.290
Krishneel Kumar
Which you can see it has actually updated that name and it’s updated it verbatim. Not realised that I should have capitalised something in there, but that is by the byte now. What I need to do is I need to give it that template as as a reference or a knowledge source so I can do that in two ways. I can go back to the Configure tab and I can add it as a knowledge source here, but that’s a bit more programming and not me much easier if I just grabbed my file.

0:27:40.380 –> 0:27:45.590
Krishneel Kumar
And drag it to there and paste it in and it will add that in.

0:27:48.50 –> 0:27:49.580
Krishneel Kumar
So it’s adding the file.

0:27:51.90 –> 0:27:58.270
Krishneel Kumar
And it says its dollar source and I’m saying group great. This is my template.

0:28:1.90 –> 0:28:4.120
Krishneel Kumar
Just in case it doesn’t know that that’s that’s the template.

0:28:10.310 –> 0:28:31.20
Krishneel Kumar
Yeah. There we go. We’re all pretty much good at that point. It’s asking if I wanna add more information and it will just sit there and prompt back to me all the time asking if I want more information. So don’t think if you try this. I know it’s not going to work. It’s it’s literally just going to keep asking questions. So at this point, I actually want to create this.

0:28:32.80 –> 0:28:52.830
Krishneel Kumar
At the moment this agent is only available for Reena here, as the persona that we’re using. If you’re doing this for yourself, it’s it’s only available for yourself, so you can create agents that you would use on a day-to-day basis that other people may not. It is created or go to agent. Here we go and now I want to.

0:28:54.110 –> 0:29:23.480
Krishneel Kumar
I want to check my finalised policy document that someone has worked very hard on and submitted it, but we know that it’s obviously wrong, so I’ll drag and drop that in or I can click the plus icon. Attached cloud files, upload images and files or add work content of those work and I can then say compare the policy documents. So you’ll notice that it created prompts to give ideas of what this agent could do. Really handy, but I’m just gonna go with the first one here.

0:29:23.600 –> 0:29:28.890
Krishneel Kumar
And I’m going to say compare it, it goes away, thinks about it, cheques both documents.

0:29:30.680 –> 0:29:41.90
Krishneel Kumar
And we should say that it is missing a section. What should is? It’s missing a scope of services, so really simple agent created there to go through what?

0:29:42.450 –> 0:29:57.690
Krishneel Kumar
Yeah, simple agent to do a repeatable task for us. If you are doing this for PDFs, I will say a caveat to the simplicity of this it a PDF you may want to actually share out.

0:29:57.770 –> 0:30:10.320
Krishneel Kumar
It’s time to educate that PDF document. If you wanna do that, you do need a paid PDF service to do that, just as a site. That’s agents, yes.

0:30:8.250 –> 0:30:24.240
Matt Bourne
Aaron. Aaron, so I just before you jump off agents and it’s just a quick question, you have to answer it really quickly. Could just show that little green tick in the top right corner. So the question was is when we’re in agents just next to that, yeah. So the question was when we’re in agents.

0:30:11.970 –> 0:30:12.320
Krishneel Kumar
Yep.

0:30:14.540 –> 0:30:15.150
Krishneel Kumar
Hopefully.

0:30:19.500 –> 0:30:20.50
Krishneel Kumar
Ohh yes.

0:30:25.670 –> 0:30:33.850
Matt Bourne
There’s no weeble work. It’s always secured inside your environment and you can see that enterprise data protections there all the time, even inside agents.

0:30:28.110 –> 0:30:28.490
Krishneel Kumar
Yes.

0:30:30.720 –> 0:30:31.280
Krishneel Kumar
It is.

0:30:32.880 –> 0:30:33.290
Krishneel Kumar
Yes.

0:30:34.140 –> 0:30:55.840
Krishneel Kumar
Yes, absolutely. Thank you, Matt. And that goes to another reason why copilot agents over custom GPT within business. You can make custom gpts and and ChatGPT work safe, but you have to do things to make it that way. Whereas with copilot you don’t have to do anything to make it that way. It is that way out-of-the-box.

0:30:56.950 –> 0:30:57.420
Krishneel Kumar
Cool.

0:30:57.560 –> 0:31:16.170
Krishneel Kumar
Ohh, OK. We gonna talk about PowerPoint and I know that PowerPoint was covered in the last webinar that code Blue ran, but PowerPoint has come a long way. PowerPoint is has always and is always going to be my favourite use of copilot just cause it’s saves me so much time.

0:31:17.90 –> 0:31:39.180
Krishneel Kumar
You the basic premise of it, as Matt showed in the last webinar, was he he loaded PowerPoint and he asked. He asked copilot to use a document that he had already created to create PowerPoint slides and do 90% of the work for home, which was really good but not quite yet. But the.

0:31:40.470 –> 0:31:48.0
Krishneel Kumar
What we can do now is is we can use templates that we’ve we’ve created where you couldn’t do that before. So we’re gonna show that.

0:31:49.280 –> 0:31:56.280
Krishneel Kumar
You know, I’m just doing here, so if we go back to our our dormer window and we load up our PowerPoint.

0:31:58.30 –> 0:32:14.910
Krishneel Kumar
In the way that you used to do this, you used to go into PowerPoint. You would then click on the copilot icon here, and there was a. There was a particular prompt that you could use to create a slide. So if you have. If you’ve done this before, it doesn’t work that way anymore.

0:32:16.490 –> 0:32:44.600
Krishneel Kumar
As you can see, there’s no there’s creating image or find slides from similar decks, but there’s nothing about creation here. So to create, we actually need to click on file and then go create with copilot. So we do that and here it says create a presentation about. So I’m gonna give it a reference file and I want to give it a particular reference file. So how about I just find that.

0:32:45.370 –> 0:32:47.700
Krishneel Kumar
Ohh I go up there.

0:32:48.980 –> 0:32:51.180
Krishneel Kumar
And whoops, sorry if I go.

0:32:53.150 –> 0:32:56.580
Krishneel Kumar
Ohh what? Ohh. It’s not that she there, sorry.

0:32:58.580 –> 0:33:0.270
Krishneel Kumar
I’ll just do it based on.

0:33:1.710 –> 0:33:6.940
Krishneel Kumar
My prompts file here, so we’re we’re more focused on the design than the content here.

0:33:7.440 –> 0:33:11.450
Krishneel Kumar
Um, sorry, there’s another file that’s meant to put in there, which obviously haven’t put in.

0:33:12.90 –> 0:33:42.310
Krishneel Kumar
Ohh so there’s my there’s my prompts, so that’s my reference file, but I wanna change what that is actually going to look like when it when it creates this it says here it’s going to use this basic presentation which is gonna look something like what the designer says there and if I click on change design I’ve got some options. So there’s a couple of different designs I can click on Microsoft and then there is a bunch of other ones and I can decide one that looks good if we don’t have.

0:33:42.500 –> 0:34:12.810
Krishneel Kumar
Corporation one already, but typically we’re gonna have a corporation marketing strategy which is going to determine that when we create a PowerPoint slide, it needs to look a certain way. So we can actually do that. So I’ve prepared a corporate designed one and I’m going to select that now to set this up as it does not work out-of-the-box. There are some IT admin setup, there’s something called an organisational asset library which needs to be created. It’s not a whole lot of work, but it can be created to allow this.

0:34:13.280 –> 0:34:19.30
Krishneel Kumar
Um, we’re going to select that design and then we’re going to say, OK, and go ahead.

0:34:23.80 –> 0:34:24.650
Krishneel Kumar
And it will create our.

0:34:26.790 –> 0:34:30.690
Krishneel Kumar
A slide about our prompts. I just want it to actually display it.

0:34:31.870 –> 0:34:33.820
Krishneel Kumar
So I’ve just clicked keep going.

0:34:43.990 –> 0:34:46.290
Krishneel Kumar
And it will be done any second.

0:34:52.550 –> 0:35:16.20
Krishneel Kumar
And the the real the reason why we wanted to show this part is because it’s been requested a lot. Can we use our templates? Can we use our templates? Cause of course we want to use our templates and there was a way to do it before, but you had to do things in a convoluted way. I didn’t manage to make it work one day, but it probably took an hour to make it work. So this would make it so that it’s going to work.

0:35:17.230 –> 0:35:38.980
Krishneel Kumar
Brought out-of-the-box, so here here I I now have. I now have a PowerPoint that has been created using the particular style that that file used. So yeah, the longer way should feature is there with a little bit of setup. It’s not. There’s not a whole lot and away we go that that covers what I’ll be covering today. So back-to-back to you, Chris. Cool. Thanks mate.

0:35:39.830 –> 0:35:44.520
Krishneel Kumar
Awesome. So let’s just jump back into the slide deck here.

0:35:45.380 –> 0:35:47.370
Krishneel Kumar
So minimise this.

0:35:48.610 –> 0:35:53.70
Krishneel Kumar
So, so now I’ll be covering the personalization of Copilot, so.

0:35:53.910 –> 0:36:23.980
Krishneel Kumar
Ohh, see, like who, who’ve been like a conversing with Copilot on a regular basis. And so you have the response you get back from Copilot. If you don’t have this in place, will be quite robotic or like it’s not in the tone that you normally speak in. So that’s that’s where the custom instructions actually comes in and actually helps you get the Copilot feedback done a bit better. And it’s the tone is set right to what what you like in the details that style preference.

0:36:24.60 –> 0:36:54.340
Krishneel Kumar
And the the data context is all clear. Then you we’ve got memory. So what? What memory does it actually understands and remembers the likes of? Let’s say you work in a particular department. Let’s say you work in a marketing department and you deal with a lot of marketing blogs in. You have to and also the likes of you, you attend a lot of meetings. So it actually takes account of all that. Now what’s that?

0:36:54.410 –> 0:37:1.700
Krishneel Kumar
Benefits of using this. So once Copilot actually remembers you and you’ve got a custom instructions spot on.

0:37:2.340 –> 0:37:33.10
Krishneel Kumar
With with that, copied actually formulates the context quite efficiently and faster as well. In like you see in the example, I’ve got some examples about myself where I like for the memory. I’d say remember that I work on Intune projects and keep in mind that I prefer concise answers because at times Copilot can get quite overwhelmed of the response it gives you where you have to go round Robin. Firstly, get to the answer that you actually want.

0:37:33.240 –> 0:37:43.0
Krishneel Kumar
So let me actually show you how the custom restrictions in the memory works in action, so I’ll just minimise this and jump back into the demo.

0:37:44.330 –> 0:37:54.10
Krishneel Kumar
So to get to custom instructions, basically, let’s go back to check and on that top running corner, click on the three dots and go settings.

0:37:55.10 –> 0:38:25.140
Krishneel Kumar
Then on to personalization. So again this this section here, if it’s greyed out for yourself and then most likely the IT administrator might have blocked it and the environment. So that like obviously you can do some controls over this if you want to allow it all block it. So let’s go over the custom restrictions first. So I’ve already got some instructions here for this persona that we’re using here, so.

0:38:25.500 –> 0:38:55.490
Krishneel Kumar
Her name is Reena. She’s a store manager and obviously being a store manager at your the goal of your role as your you’re quite results driven and you have to have a persuasive tone in order to sell and maintain the customer engagement and also focusing on the revenue and the customer trends and the inventory stock to ensure that they’ve got a constant flow of your inventory and ensuring that you obviously like the evaluate.

0:38:55.570 –> 0:39:11.720
Krishneel Kumar
Open the products in demand and which are like going out of store or going out of life. So you gotta come fold that and also including the sales targets and the actuals and around the actionable things that you look into here. So if I.

0:39:12.720 –> 0:39:27.410
Krishneel Kumar
Before I go into showing you how that works, I’ll just quickly go over the Copilot memory as well. So with callback memory, there’s I’ll actually show you shortly of how that actually is formulated in.

0:39:28.130 –> 0:39:58.460
Krishneel Kumar
That gets published here again, same same story for this 1F. It’s blocked by your IT administrator. Then the you won’t actually see this. And this will this toggle button will actually be off if it’s not blocked by it ministrator. And you would like to turn it off. It’s just a matter of turning off the total and it won’t actually remember your memory. So let’s go into seeing how that actually works. So if I just go over to the prompts that I’ve actually.

0:39:58.620 –> 0:40:1.30
Krishneel Kumar
Like for this so.

0:40:2.100 –> 0:40:5.340
Krishneel Kumar
Basically here if I say let’s say.

0:40:8.600 –> 0:40:9.80
Krishneel Kumar
But.

0:40:10.230 –> 0:40:12.530
Krishneel Kumar
Like to advise?

0:40:13.400 –> 0:40:14.730
Krishneel Kumar
Krishneel.

0:40:15.740 –> 0:40:17.60
Krishneel Kumar
Ohh I.

0:40:19.830 –> 0:40:20.590
Krishneel Kumar
You.

0:40:24.310 –> 0:40:25.10
Krishneel Kumar
Product.

0:40:27.620 –> 0:40:28.730
Krishneel Kumar
That has.

0:40:29.440 –> 0:40:30.980
Krishneel Kumar
Coming through.

0:40:35.800 –> 0:41:5.850
Krishneel Kumar
So now it’s actually using that custom instructions to give me the actual what what I’m actually , what I’ve asked to the Copilot prompting. So in the then also let’s go over like how Deb actually works in the prompts side of things to make it a memory. So if I click open this so here in the prompt I’ve got here is asked me three questions about myself that you’d like to remember.

0:41:5.910 –> 0:41:19.230
Krishneel Kumar
And make it a mixture of for personal and casual and in also after it’s asked the first question, it’s gonna wait for my answer to actually asking the second one. So if I just go over this.

0:41:20.60 –> 0:41:21.970
Krishneel Kumar
Copy this and.

0:41:22.750 –> 0:41:26.910
Krishneel Kumar
Let’s do a new chat and pies it in here.

0:41:30.500 –> 0:41:38.30
Krishneel Kumar
No, it’s gonna ask me. Ohh, what’s the one professional milestone that you’re proud of outside customer?

0:41:42.780 –> 0:41:48.850
Krishneel Kumar
Success or for my spelling is not right, but it doesn’t forgive spelling errors thankfully.

0:41:50.60 –> 0:41:59.640
Krishneel Kumar
And then one one skill area you’d like to develop in your career and is, is this year that it’s actually got some pre formulated responses here as well?

0:42:0.290 –> 0:42:2.600
Krishneel Kumar
So, but I’ll I’ll go with the.

0:42:4.930 –> 0:42:5.770
Krishneel Kumar
Better.

0:42:6.840 –> 0:42:7.390
Krishneel Kumar
Best.

0:42:13.0 –> 0:42:13.580
Krishneel Kumar
Since.

0:42:16.100 –> 0:42:20.170
Krishneel Kumar
And then one one hobby that I love doing in my free time outside.

0:42:21.200 –> 0:42:23.130
Krishneel Kumar
Love nature.

0:42:35.750 –> 0:42:37.890
Krishneel Kumar
And then like a fact, my goals.

0:42:38.950 –> 0:42:45.20
Krishneel Kumar
And as you see up there, it’s updated in my memory. So now if I go back to the memory settings.

0:42:46.80 –> 0:42:54.130
Krishneel Kumar
There will be a set of memories. Everything there. So here I wanna be become more precious manager and a.

0:42:54.750 –> 0:43:0.620
Krishneel Kumar
So it’s it’s actually done done. Get all that memory and it’s important in there.

0:43:1.520 –> 0:43:31.270
Krishneel Kumar
So now moving on, there’s this other piece which is quite new and callback as well, which is called the callback dictionary. So this is basically a list of items in a CSV file which gets uploaded in the back end of Copilot. Again, this is something which requires you RT administrator to do it for you, but you can actually formulate that dictionary and then liaise with their data.

0:43:31.490 –> 0:43:33.440
Krishneel Kumar
You have to upload that in the admin centre.

0:43:34.600 –> 0:44:0.60
Krishneel Kumar
The requirement the benefits are using this is let’s say if I organisation as quite heavily integrated with the tidal Maori and would like to understand the terms of how they’re indulges with the everyone’s workflow. So my example today is a totally based off there, so if I just go go on to the demo session again one second.

0:44:1.570 –> 0:44:13.30
Krishneel Kumar
So I’ll just quickly show you what the dictionary looks like. So it’s basically a CSV file and it’s got two, say, 3, three main headaches, 4 main headaches here.

0:44:13.840 –> 0:44:33.450
Krishneel Kumar
And if you see in, let’s say the Modi to MC, it actually like gives you a pronunciation and what the wording is about. And so if I just quickly over in the call card and show you how that works. So if I just go back to my.

0:44:34.210 –> 0:44:34.810
Krishneel Kumar
Prompt.

0:44:36.350 –> 0:44:37.320
Krishneel Kumar
And.

0:44:38.940 –> 0:44:40.670
Krishneel Kumar
Hope this prompt here.

0:44:42.350 –> 0:44:43.370
Krishneel Kumar
Then place it in.

0:44:44.460 –> 0:44:49.850
Krishneel Kumar
So I’m going to ask like how our team’s might contribute to achieving our shared goals.

0:44:50.530 –> 0:44:59.0
Krishneel Kumar
And now Copilot’s gonna do you to that. And as you see up there, it’s actually recognised my work and.

0:44:59.740 –> 0:45:10.470
Krishneel Kumar
That’s given you are all the contextual data have versus. If you would have F that I work in the terms so works, works really well in that in that aspect and.

0:45:11.240 –> 0:45:41.630
Krishneel Kumar
Pizzas are also like depending on what what you’d like to put in the dictionary, it’s gonna understand it. And where one thing to note though, once you’ve uploaded the dictionary, it can take up to 24 to 48 hours to actually propagate across each object. So this dictionary actually can work within the new unified call part. And can we work within Word, Excel, PowerPoint or what not as well. So yeah, it’s gotta give it, give it some time when you upload it and it’s going to be up there.

0:45:43.330 –> 0:45:58.870
Krishneel Kumar
You’re so going back into the slide deck here, so now we’ll we’ll have a medbourne actually come back on, and he’s gonna talk over some of the new licencing that has come on for Copilot over to you met.

0:45:59.610 –> 0:46:4.800
Matt Bourne
Sweet thanks okay. So at Microsoft ignite.

0:46:5.960 –> 0:46:12.430
Matt Bourne
Two weeks ago, Microsoft announced the Microsoft 365 Copilot for business.

0:46:13.730 –> 0:46:18.780
Matt Bourne
Obviously there’s cameras around this. For example, can only be attached to a business licence.

0:46:20.100 –> 0:46:30.850
Matt Bourne
But for the you know for New Zealand based customers predominantly a lot of our customers use Microsoft 365 business premium. So this licence works really well for them.

0:46:31.890 –> 0:46:53.200
Matt Bourne
At the moment there is no difference between M365 copilot and M365 business. Now Microsoft have said this will evolve overtime, which more likely means that they will add things to M365, copilot enterprise which business may or may not get at the moment they are. They are both identical.

0:46:54.660 –> 0:47:24.50
Matt Bourne
And then obviously the bottom, but there was this four. So any users that use business licencing through Microsoft now we’ve got a couple of options. There is a whole host of these, but I’ve specified 2 main ones and one of them is the copilot for business add on. So this one is, if you already had licences with business premium or basic, you can add copilot onto that licence and it costs of 3507.

0:47:24.210 –> 0:47:25.240
Matt Bourne
I’ve used this month.

0:47:26.710 –> 0:47:55.350
Matt Bourne
And normal copilot be 51, so this is based on a monthly payment, annual commit and then down the bottom. You’ve got Microsoft Copilot business premium plus the AIM 365 copilot, business bundle. So that bundling the two together and currently in the cost of that 73 light now being Microsoft and the bottom, there’s a promo that’s running at the moment. If you do purchase these, the add-ons can be.

0:47:55.510 –> 0:48:7.90
Matt Bourne
He was between one and up it. The promo price drops down to $30.35 per user, but the real value is comes in when you look at the.

0:48:8.590 –> 0:48:31.280
Matt Bourne
The bundle so 5481 per user per month for the promo price which is 25% discount if you consider that business premium by itself is normally 38 ish dolls, you basically getting copilot for $1617.00 per user for the first year so that pricing is.

0:48:32.750 –> 0:48:36.910
Matt Bourne
Yeah, quite different. They’re definitely realised that it was a bit too much.

0:48:37.990 –> 0:49:7.50
Matt Bourne
So what they’ve done for the business market, they’ve allowed that. They have also allowed upgrades from your current bundle if you want. If you’ve got business premium mid term, you can upgrade to the bundle, but if you want to talk any further about licencing, there is a lot of other options. There’s also a primary going on with Microsoft Copilot Enterprise as well. If you’re not a business customer, so more than happy to talk further about those, let us know on the feedback form and we can reach out and discuss further onto the next slide please.

0:49:7.140 –> 0:49:7.580
Matt Bourne
Press.

0:49:9.580 –> 0:49:14.510
Matt Bourne
The last but I wanted to talk about quickly before we go into the final Q&A.

0:49:15.700 –> 0:49:44.490
Matt Bourne
Just want to talk about some of the copilot in Microsoft 365 training that we’ve got available. So we’ve got four different main areas of training that we do. So one of them is an executive kick start, copilot training, and what this one is is a one-on-one training with someone from the executive team and we do it over a few weeks. So we do multiple training sessions and the idea is to understand what they do in a day and see how.

0:49:44.600 –> 0:49:52.620
Matt Bourne
Copilota or a I can actually help function throughout their day and improve on their day-to-day life and take away some of those mundane tasks.

0:49:54.50 –> 0:50:23.130
Matt Bourne
Within move into, we’ve got our Microsoft 365 Copilot training which is May 4th. Gym will end users. We do it as an interactive classroom style training generally on the customer site and we try and do this in groups of in between about 8:00 and 12:00 means we get we get a really good engage and obviously everyone in the room needs to have their laptop and their licence available because we it’s quite interactive. So the staff will actually be using it and we do those across a couple of sessions.

0:50:23.770 –> 0:50:34.30
Matt Bourne
And then we’ve got our our pilot training with office and this is for Windows 11 using Microsoft Office. One thing we’ve discovered is that.

0:50:36.590 –> 0:51:5.80
Matt Bourne
And I when I first started my career, most businesses still used to train on how to use word and how to use Excel. And you know how to use Windows. And nowadays with a lot of the younger generation coming through and they’ve only ever used Android tablets or Chromebooks, they actually don’t know how to do all the basic things inside office and in Windows. So we’ve included that as a training option and the last one is if we’re doing a project.

0:51:5.480 –> 0:51:15.730
Matt Bourne
We can do a full transformation project training around, moving to full modern cloud, or, you know, copilot as part of that, and that can be customised based on your requirements.

0:51:17.480 –> 0:51:20.130
Matt Bourne
Call Anna if you move on to the next slide.

0:51:20.830 –> 0:51:39.340
Matt Bourne
Right. I think we have. I tried to answer as many questions I can now. I will apologise now because obviously we’ve only got about 9 minutes away. We’ve been our lift. If your question does not get answered, I’ve got a feedback form that’s gonna come up in a second. Please put your question into the feedback form. We will come back to you with an answer.

0:51:40.780 –> 0:51:47.430
Matt Bourne
So that’s really important. There was a couple of questions that I did want to Passover to the boys.

0:51:48.540 –> 0:51:59.890
Matt Bourne
So one of them was from the ways, what guidance would you recommend organisations have in place to ensure the outputs that businesses use from copilot are acknowledged as coming from an A I tool?

0:52:2.340 –> 0:52:2.980
Krishneel Kumar
No, that’s all.

0:52:4.60 –> 0:52:5.370
Krishneel Kumar
That’s a good question.

0:52:7.50 –> 0:52:10.700
Krishneel Kumar
To be honest, I’m not actually. Hmm.

0:52:12.160 –> 0:52:37.780
Krishneel Kumar
Yeah. Yeah, you take it cause I’m stumped. Yeah, I’d. I’d sound like the response again. What do you get from callpod? Yeah, it’s like, although it might look like fully furnished response, it’s better to actually view it and ensure that, like, what you’ve asked it, and it’s in your terms and that you have achieved the goal that you’re trying to achieve here. So yeah, that’s what I’ll say there.

0:52:35.660 –> 0:52:36.150
Matt Bourne
Yeah.

0:52:38.230 –> 0:53:8.240
Matt Bourne
So I’ll I’ll probably add to that. One of the big things I would say is that you know, a copilot response will never completely repeat, at least not at the time, will not completely replace a person’s knowledge. So the way I treat, I use a lot of copilot and I and the way I treat it is whatever I get out of copilli treat as a draught and then I go through and review it and ended it from there. So it does that drafting for me.

0:53:8.360 –> 0:53:27.540
Matt Bourne
And then I make sure that I’m happy when I send it out or in like that. And the other big one I would say is having some sort of before your business which dictates how you would like AI stuff treated and having an AI policy or a generative AI policy is something I definitely recommend businesses look at if you don’t already have one.

0:53:28.540 –> 0:53:36.910
Matt Bourne
And the last one will be just training your staff, teaching them you know, how to get the best out of it, but also, what do you what to do with the information when it comes out?

0:53:38.180 –> 0:53:41.230
Krishneel Kumar
Met I I’d add one more thing to do as well, so.

0:53:42.50 –> 0:53:52.530
Krishneel Kumar
Outside of that also, yeah, you have your a policy established for the organisation and set up the Copilot guardrails in inside of the tenant as well cause that’s.

0:53:52.750 –> 0:54:8.770
Krishneel Kumar
The A quite a crucial step before you implement Copilot in the organisation so that that’s where you can control what Copilot can see, where where the searches is losing and what not. So that’s that’s quite a crucial part to set up text map.

0:53:58.500 –> 0:53:59.170
Matt Bourne
Yeah.

0:54:9.90 –> 0:54:9.660
Matt Bourne
Yep.

0:54:10.880 –> 0:54:16.350
Matt Bourne
Got another question here, can you into your own memory prompts rather than asking it to present questions?

0:54:17.130 –> 0:54:27.0
Krishneel Kumar
So for for them, for the memory side of things, you would have to actually interact with Copilot to build that. You can’t. You can’t add a memory manually.

0:54:28.530 –> 0:54:29.20
Matt Bourne
Cool.

0:54:29.350 –> 0:54:52.110
Krishneel Kumar
It it can be, it can be in the form of a questions or you are just interrupting with Copilot and Copilot is a storing that as a memory. So how how you do it is you basically telling Gopal or remember I do this or remember like using the eye beginnings quite a lot, so that that actually helps generate the memories.

0:54:53.290 –> 0:54:53.760
Matt Bourne
Cool.

0:54:55.540 –> 0:55:10.370
Matt Bourne
Is the question here around educational licences? Yes, they do have educational licences. No, I do not know the cost off the top of my head. But if you reach out to us, we’ll be able to find their costing for you. There’s the licence available on monthly commit.

0:55:11.310 –> 0:55:18.990
Matt Bourne
At the moment, not that I’m aware of. They’re all annual commit, monthly bill or annual commit annual bill.

0:55:20.610 –> 0:55:30.740
Matt Bourne
Yeah, and my Microsoft had been quite firm on it since the start. They haven’t actually given a monthly commit for any Copilot licences so far, and I can’t see that changing.

0:55:33.600 –> 0:55:34.670
Matt Bourne
Um.

0:55:36.230 –> 0:55:40.360
Matt Bourne
Cool. There was another question he had before we wrap up.

0:55:41.440 –> 0:55:50.30
Matt Bourne
This one here. So how safe is it to utilise confidential based business information and using prompt etcetera on this information so.

0:55:50.910 –> 0:55:55.950
Matt Bourne
This is a slightly hard question to answer because it depends on your industry and depends on what.

0:55:56.760 –> 0:55:59.80
Matt Bourne
What compliance requirements inside that you have?

0:56:1.100 –> 0:56:5.550
Matt Bourne
And what your rescue? You’ll risk levels are but in general.

0:56:7.760 –> 0:56:16.180
Matt Bourne
Personally I will. I put information in there up to a point, but I never put anything that super sensitive or with a bunch of customer names and things like that. But.

0:56:17.800 –> 0:56:46.270
Matt Bourne
Yeah, you’re the information you put into copilot does not get used to train the model. It doesn’t go out and it or anything like that. So it is safe. But at the same point, you’re still putting information into a system, so there is always an element of risk there. But in this situation, the risk is quite small. And what I would definitely recommend though, if you want to feel safer about it, that little green box that Aaron was shown with the ticket, if you click on that.

0:56:46.660 –> 0:57:12.850
Matt Bourne
And there’s a little link there which has all the legal information about the enterprise Data Protection Act that Microsoft followed, and it specifies how everything is done, how how all the information’s treated, what things it’s combined by. So if you click on that and see there’s a link there, it actually opens up, gives you all the information about their data protection. What’s covered. I would 100% recommend reading through this. And there’s a whole bunch of extra links in there about.

0:57:13.530 –> 0:57:19.960
Matt Bourne
You know what you can find out and we are you know where the queries go. The flow of the data.

0:57:21.600 –> 0:57:44.370
Matt Bourne
The one thing is a lot of the information, so a lot of the copilot transactions at the moment still happen in Australia. For New Zealand customers, even though we have data centre in New Zealand now, copilot is still completed in Australia. So just yeah, if you’ve got sovereignty, sovereignty things then you need to take those sort of things into account. But overall that.

0:57:46.50 –> 0:57:57.210
Matt Bourne
Yeah, that’s probably the best information I can give there. If you’d like to talk further about that, more than happy to discuss further. We’ve got our sizo here as well, which will be able to bring into the conversation is very familiar with this sort of thing as well.

0:57:59.10 –> 0:57:59.600
Matt Bourne
Yeah.

0:58:0.770 –> 0:58:6.120
Matt Bourne
And I think we’re gonna have to draw to a close there as we are right at the end of time.

0:58:8.880 –> 0:58:11.940
Matt Bourne
Is there any other questions that you guys want to make?

0:58:12.950 –> 0:58:17.90
Krishneel Kumar
Met there’s no question about cost for the group training.

0:58:19.640 –> 0:58:22.630
Matt Bourne
Yeah, it’s probably best off for group training.

0:58:24.360 –> 0:58:25.450
Krishneel Kumar
It’s in the Q&A.

0:58:25.890 –> 0:58:39.900
Matt Bourne
I am if probably be things. We just reach it if someone if they just reach out all put a note in there, they’d like us to reach out and then we can give them a cost for the training based on their number of groups that they would like to have trained and what they would like trained on.

0:58:46.100 –> 0:58:47.870
Matt Bourne
But we’ll we’ll make a note to reach out.

0:58:48.530 –> 0:58:48.970
Matt Bourne
Ohh.

0:58:52.500 –> 0:59:13.290
Matt Bourne
Right. So I just like to thank everyone for joining us today. I your felt that you got something out of this session. We are going to try and continue to do these style sessions with information indicate people on the good, the bad, the AI and what it can do and just just being aware of, you know what you’re putting in there.

0:59:14.550 –> 0:59:16.100
Matt Bourne
And we would love some feedback.

0:59:17.490 –> 0:59:25.930
Matt Bourne
Because that that helps us dictate how we go on the nick this we’ve been are here was purely from feedback on.

0:59:26.710 –> 0:59:28.0
Matt Bourne
The last one we.

0:59:29.300 –> 0:59:31.930
Matt Bourne
What a bit more of a having a bit more.

0:59:33.40 –> 0:59:39.390
Matt Bourne
The wider information is to use copilot that we’ve presented, so feedback has really.

0:59:40.750 –> 1:0:4.320
Matt Bourne
And as above, we’re going to give away $100 prize cards, is for the feedback. So if you wanna go into win one of those just need to provide some feedback to us asking the QR code on the screen. And as I say, if you’ve got any further questions or answer anything or you got two of anything, just add it into the form and we will make.

1:0:5.930 –> 1:0:7.340
Matt Bourne
Well, we’ll touch base if you are.

1:0:9.340 –> 1:0:20.750
Matt Bourne
And on behalf of Kris, Aaron and the entire team, we thank you guys for all taking the time out of your day to come and sit and listen to us. And we look forward to seeing you. Our next session. Have a great day.

1:0:21.380 –> 1:0:22.830
Krishneel Kumar
That’s all cool. Thanks, Dean.

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Speakers

Aaron Horan
Aaron Horan Technical Operations Manager CodeBlue New Zealand

Aaron is a Technical Operations Manager at CodeBlue New Zealand, where he leads the workflow and development of CodeBlue's engineers.

With a background as a Solutions Architect and a hands-on role in delivering Microsoft 365 Copilot training, Aaron brings deep technical insight into Copilot’s advanced capabilities - from prompt engineering and Copilot agents to organisational customisation and governance.

Aaron's focus on practical implementation and staying in the flow of work ensures clients gain real-world value from Copilot beyond Copilot Chat, unlocking productivity and innovation across Microsoft 365.

Read More
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Aaron Horan

Aaron is a Technical Operations Manager at CodeBlue New Zealand, where he leads the workflow and development of CodeBlue's engineers.

With a background as a Solutions Architect and a hands-on role in delivering Microsoft 365 Copilot training, Aaron brings deep technical insight into Copilot’s advanced capabilities - from prompt engineering and Copilot agents to organisational customisation and governance.

Aaron's focus on practical implementation and staying in the flow of work ensures clients gain real-world value from Copilot beyond Copilot Chat, unlocking productivity and innovation across Microsoft 365.

Krishneel Kumar
Krishneel Kumar Modern Workplace Specialist CodeBlue New Zealand

Krishneel specialises in Microsoft Modern Work and Azure solutions, helping organisations architect and build secure, scalable, and user-centric digital environments.

With a strong focus on innovation, adaptability, and the transformative potential of AI, Krishneel empowers businesses to thrive in today’s fast-paced technology landscape.

Read More
×

Krishneel Kumar

Krishneel specialises in Microsoft Modern Work and Azure solutions, helping organisations architect and build secure, scalable, and user-centric digital environments.

With a strong focus on innovation, adaptability, and the transformative potential of AI, Krishneel empowers businesses to thrive in today’s fast-paced technology landscape.

Matt Bourne
Matt Bourne Solutions Architect & National Modern Workplace Practice Lead CodeBlue New Zealand

Matt Bourne is a seasoned Senior Solutions Architect and the Modern Workplace Practice Lead at CodeBlue.

With nearly two decades in the technology sector, he has witnessed firsthand the rapid evolution of digital solutions and has dedicated his career to Cloud Technology.

For the past ten years, Matt has specialised in Microsoft 365 Modern Computing, encompassing SharePoint, Intune, and Azure. As AI continues to shape cloud technology, he has expanded his focus to security and information management, ensuring businesses stay resilient in an increasingly interconnected world.

In his role as Modern Workplace Practice Lead, Matt navigates the ever-evolving tech landscape, adapting best practices to empower CodeBlue customers. He is committed to providing strategic solutions that lay a strong foundation for growth and help organisations maximise the potential of today’s technology.

Read More
×

Matt Bourne

Matt Bourne is a seasoned Senior Solutions Architect and the Modern Workplace Practice Lead at CodeBlue.

With nearly two decades in the technology sector, he has witnessed firsthand the rapid evolution of digital solutions and has dedicated his career to Cloud Technology.

For the past ten years, Matt has specialised in Microsoft 365 Modern Computing, encompassing SharePoint, Intune, and Azure. As AI continues to shape cloud technology, he has expanded his focus to security and information management, ensuring businesses stay resilient in an increasingly interconnected world.

In his role as Modern Workplace Practice Lead, Matt navigates the ever-evolving tech landscape, adapting best practices to empower CodeBlue customers. He is committed to providing strategic solutions that lay a strong foundation for growth and help organisations maximise the potential of today’s technology.

Key points from the webinar

Krishneel Kumar

  • Effective Prompting: Demonstrated the “Prompt Coach” in the unified Copilot screen (Teams Chat) as an agent that analyses and improves prompts based on four core foundations: goal, context, audience, and expectation.
  • Copilot in Excel and Personalisation: Covered using Copilot in Excel for analysing complex data, generating graphs, and forecasting, and showed how to use Custom Instructions and Memory to personalise Copilot’s tone and context.
  • Copilot Dictionary: Introduced the Dictionary as a new feature allowing IT administrators to upload a CSV file with organisation-specific terms (like te Reo Māori), which Copilot then uses for contextual understanding across M365 apps.

Aaron Horan

  • Analysis and Researcher Agents (M365 Paid Version): Detailed the Analysis Agent for getting quick insights and trends from a data set without opening the file, and the Researcher Agent for rapid knowledge acquisition and status tracking (e.g., summarising what was missed while away).
  • Creating Custom Agents: Walked through the process of creating a simple custom agent for repeatable tasks, such as comparing a submitted policy against a template for quality control.
  • PowerPoint Creation with Templates: Showed the new process for creating a PowerPoint presentation using Copilot via File > Create with Copilot, which now allows users to apply custom corporate design templates via an organisational asset library.

Matt Bourne

  • New Licensing Options: Announced the new Microsoft 365 Copilot for Business license, which is available to users with business licenses (like Business Premium) and detailed the current promo pricing for the Business Premium plus Copilot bundle.
  • Training and Adoption Services: Highlighted CodeBlue’s training offerings, including Executive Kickstart, end-user interactive classroom training, and full transformation project training.
  • AI Policy and Guardrails: Emphasised the importance of having a company-wide Generative AI policy and setting up Copilot guardrails within the tenant to ensure outputs are reviewed (as a draft) and data is handled safely.