Continuing our journey with Copilot in Microsoft 365, we will delve into Copilot in Power Platform and Security. Our first article, Microsoft Ignite 2023: Copilot Updates Part 1, and our second article, Microsoft Ignite 2023: Copilot Updates Part 2, reviewed the new features for several Microsoft applications including Sales, Service, Edge for Business, the Dynamics 365 suite, Microsoft Cloud, Studio, Microsoft 365, Teams, Outlook, Loop, Word, PowerPoint, Excel, and the Viva suite.
Power Platform: Power Automate
A new Copilot experience, Copilot in Microsoft Power Automate will span across API automation, robotic process automation (RPA), process mining, and orchestration. With Copilot in Microsoft Power Automate, developers and orchestrators will have the ability to discover and create UI and API automation faster. Not only will it streamline productivity but will provide insights on how they are managed and run. Developers and orchestrators can use Copilot to:
Building Copilot-Enabled Apps
There are additional features to help further accelerate the building of Copilot-enabled apps, including:
Microsoft Security Copilot will be embedded into Microsoft Purview. By embedding it into Microsoft Purview, customers will have the ability to quickly produce a comprehensive summary of information, including alerts, that will enable respond and investigate in a timely and quick manner. Customers will also be able to upskill talent by utilizing guided responses which will help them efficiently navigate through the collection of information. The use of keyword query language will be eliminated by using natural language to define eDiscovery search questions which will return more accurate information and faster. Embedded scenarios will be surfaced in eDiscovery, Communication Compliance, Insider Risk Management, and Data Loss Prevention.
Managed from within the Microsoft Intune Admin center, IT admins and security analysts will be able to use Microsoft Security Copilot. Leveraging its generative AI and customized guidance based on insights and security data and management tools, creating intelligent policy retention, troubleshooting with greater ease, and deploying faster can all be achieved.
Clients who are relying on Microsoft Entra, Intune, Sentinel, and Purview will be able to integrate Security Copilot into their workflows and routine tasks. Security Copilot will assist these clients in many ways, including:
Without a doubt, Copilot is being integrated into all aspects of Microsoft products, ensuring that it is available and accessible to everyone. Copilot is more than regenerative AI. It is an assistive technology that provides and supports admins, leaders, managers, users, and customers with time management, communication clarity, security, data input, content management, and more. Microsoft Copilot will continue to become an important thread woven into the fabric of Microsoft products and our business and personal lives.
As we mentioned in our first article, Microsoft Ignite 2023: Copilot Updates Part 1, Microsoft is the Copilot company. Forging ahead, Microsoft is realizing its vision of providing everyone their own Copilot – their own AI assistant. This article is the second part that delves into the many new features and announcements for Copilot for Microsoft 365. Our previous article, Microsoft Ignite 2023: Copilot Updates Part 1, reviewed the announcements for Copilot in Sales, Service, the Dynamics 365 suite, Edge for Business, and Microsoft Cloud.
Let’s jump right into the exciting world of Copilot for Microsoft 365!
Microsoft Copilot Studio
This is very exciting as Microsoft Copilot Studio is a low-code tool for customizing Copilot for Microsoft 365 and for building standalone copilots. Microsoft Copilot Studio brings custom GPTs, manual topics, and generative AI plugins to create powerful conversational capabilities where it can be customized for specific scenarios for an enterprise. From building, testing, and publishing to customizing GPTs to securing and managing customizations and standalone copilots to assigning proper access, user controls, data, and analytics, Microsoft Copilot Studio provides the platform to achieve all this, and all from within the same windows experience. Additionally, Copilot Studio can be connected to other data sources, including custom or pre-built plugins and GPTS, system of record from Workday, SAP and ServiceNow or a proprietary business solution.
Copilot for Microsoft 365
Copilot for Microsoft 365 will have the foundational abilities, web grounding, and commercial data protection. Copilot for Microsoft 365 will inherit the existing Microsoft 365 identity, security, privacy, and compliance policies across an enterprise. Data is protected within the Microsoft 365 tenant, which translates to total data control for admins. For individual users, Copilot acts on their behalf which means users cannot access or see information that they have not been granted permission to. Data handling and data residency is not affected by Copilot for Microsoft 365. Copilot for Microsoft 365 has a far reach with its integration into the Microsoft 365 apps and its access to Microsoft Graph. Copilot for Microsoft 365 is accessible in Windows and Bing.
Copilot for Microsoft 365 will expand the skills and knowledge of Copilot with Microsoft Graph connectors and plugins by allowing users to install and enable plugins with internal and third-party applications that they use daily. These plugins can be installed via the app store in Teams, Microsoft365.com, and Outlook while IT can install Graph connectors from the Microsoft 365 admin center.
Copilot in Microsoft 365 bring the following additional features:
The many new capabilities for Copilots include:
Microsoft Copilot Dashboard
Powered by Microsoft Viva, Microsoft Copilot Dashboard will provide managers and leaders insights on how Copilot is affecting their organization and how it is changing the way their people work. With these insights, leaders and managers can ensure that their people are leveraging AI and associated tools to their full potential.
Copilot in Microsoft Teams
Combining the power of Copilot in Whiteboard and Copilot in Teams, meeting discussions can be visualized to meeting participants. Copilot in Microsoft Teams will be able to:
Meeting notes will be viewable and editable as long as there is one participant who has the license to Copilot. Only one participant is required to have the license for all attendees to have access to view and edit meeting notes.
In instances where it is not necessary or undesired to have Copilot in Teams retaining a transcription of the meeting, the admin can assign a policy in the Teams admin center to either enable or disable transcription. With this policy, meeting organizers will have the ability to set their preferences prior to the start of a meeting.
Even with Copilot disabled for transcription during a meeting, meeting attendees can still ask Copilot questions during the meeting. The difference is that at the end of the meeting, there will be no intelligent recap, and no transcript, and Copilot will not be available after the meeting has ended.
Copilot in Microsoft Teams channels will provide users the ability to synthesize key discussion points from past conversations in an organized summary, including citations.
In Teams Chat and Channels, the Copilot compose box acts as a writing assistant where it can help edit messages, re-write messages, modify the length of the message, and adapt the tone of the message to the writer. This can all be completed before the message is sent.
Users who make calls with Teams Phone will now receive real-time summarizations and insights during calls thanks to Copilot in Teams Phone. From the Calls apps in Teams, users can request a post-call summary of the conversation, generate action items, or pose specific questions about the call. Post-call experiences with Copilot will be supported for both PSTN and VoIP calls.
Copilot in Microsoft Outlook
Copilot in Microsoft Outlook will assist users to do more in less time while staying on top of important tasks. Copilot in Microsoft Outlook will have features that will:
Copilot in Microsoft Loop
Copilot in Microsoft Loop can generate even more relevant responses by using information from a document linked in the prompt. Copilot in Microsoft Loop intelligently adapts Loop pages from previous models to new projects, resulting in the creation of new custom templates.
Copilot in Microsoft Word
Copilot in Microsoft Word will provide users with the ability to ask questions to gain a better understanding of what was revised in the document by all users who accessed it with the catchup and comments. Copilot in Microsoft Word will leverage information from Microsoft Graph which in turn provides a more personalized experience based on user interests, preferences, and other information. Copilot in Microsoft Word can:
Copilot in PowerPoint
Leveraging Microsoft Designer, users can ask Copilot in PowerPoint to reimagine brand assets and library images. Embracing AI intelligence, the generated visuals are newly designed and composed without the need for a photo shoot. Copilot in PowerPoint can:
Copilot in Excel
With simple prompts, Copilot in Excel can instantly review, edit, filter, format, and sort data. With a single prompt, conditional formatting and sheet-wide updates can be attained. From a large data set, visualize key insights by adding them to a grid. Using data from an existing file, produce engaging and professional charts.
Copilot for Microsoft 365: Enhanced with Microsoft Viva
Copilot will enhance the Microsoft Viva suite:
Our journey will continue with our third article, Microsoft Ignite 2023: Copilot Updates Part 3 where we will review Power Platform including Power Automate and Power Apps, and how Security Copilot will assist compliance admins with their heavy workflows.
Microsoft is the Copilot company, and on November 1, 2023, Copilot for Microsoft 365 became generally available for enterprises. In its quest to provide every single person with their own Copilot, Microsoft introduced many new features and apps that will be able to utilize Copilot at this year’s Microsoft Ignite. This is Part 1 of the many new features and announcements this month. Our next article, Microsoft Ignite 2023: Copilot Updates Part 2, will delve into the announcements revolving around Microsoft Copilot for Microsoft 365.
Copilot, Bing Chat, and Bing Enterprise
Once again, Microsoft is changing the name and face of one of its well-known apps. Going forward, Bing Chat and Bing Enterprise will now be known as Copilot. Copilot will continue to have the foundational abilities to answer questions, reason over data, create content, and continue to have access to the latest information on the web due to its web grounding. Commercial data protection for users who sign in with their Entra ID is free, and better yet for the user, chat data isn’t saved. Microsoft does not have eyes-on access to chat data and this data is not used to train the models.
Copilot for Sales
Licenses for Copilot for Microsoft 365 will be included with Copilot for Sales, which will allow sellers to leverage the power of generative AI across Microsoft 365 apps, CRM systems of record, and other third-party data sources with Power Platform connectors.
Leveraging the power of both Copilots, sellers will benefit from the power of generative AI across productivity and workflows, including Microsoft Teams and Word. This new integration will:
Copilot for Service
Employing generative AI to boost agent productivity, Microsoft Copilot for Service will integrate with third party CRM and contact centre solutions. Microsoft Copilot for Service will include Copilot for Microsoft 365. AI-powered conversations will be quickly unlocked as enterprises will be able to point to their data such as knowledge base articles, trusted websites, files, files, and data sources from their existing contact center. Straight-out-of-the-box integrations will be available for Salesforce, Zendesk, ServiceNow, and with more than 1,000 pre-built and custom connectors, it can be extended to other systems.
During the interaction between a service agent and a customer, agents will be able to ask Copilot for Service questions in their natural language. Copilot for Service will then pull relevant information from customer and product data that is sourced from knowledge repositories. By doing so, cases can be quickly resolved, resulting in better interaction for both customers and agents. As Copilot for Service includes Copilot for Microsoft 365, agents will receive the productive resources in familiar formats including Teams and Outlook, as well as Salesforce, Zendesk, ServiceNow, and other third-party applications.
Copilot and Dynamics 365
Dynamics 365 Field Service assists businesses in transforming service operations and improving customer experiences by utilizing the Internet of Things (IoT), mixed reality, and AI. New Copilot capabilities and integrations include:
With two Copilots in Microsoft Dynamics 365 Sales, sellers using natural language will be able to interact with their data. They will be able to:
Dynamics 365 Customer Insights provides marketers with insights to help them understand their customers while creating personalized experiences, which are possible because of the implementation of next-generation AI and real-time data. By being able to qualify leads based on metrics such as engagement scores, marketers can hand off to their sellers, ensuring the marketing and sales teams maximize the rate of return as well as the opportunity.
An AI-generated summary of customer profiles from their customer data platform application will benefit sellers, providing them the ability to quickly understand their customer. These summaries will include the key components of their customer’s profile such as demographics, behavioral and analytics data, and transactional data.
Copilot and Edge for Business
Copilot for Edge Management Services will be delivered through Copilot for Microsoft 365 in the admin center. By delivering it through the Microsoft 365 admin center, it will provide a shared experience across other Microsoft 365 admin centers including Teams, SharePoint, and more. For IT admins, this will create a cohesive Copilot experience across Microsoft 365 management services.
Copilot and Industry Cloud: Microsoft Dynamics 365 Guides
Copilot in Microsoft Dynamics 365 Guides is bringing the future to field service technicians and operators in the service and manufacturing industries. Combining the powers of generative AI, mixed reality, and Microsoft Cloud, Copilot will provide them with the ability to converse with AI in natural language. In turn, AI will gather information that is garnered from curated documentation and provide the user with relevant information that they have inquired about. The information could include step-by-step guides, service work history, suggestions for troubleshooting, detailed information, current device readings, or completed work order forms. With mixed reality, holographic overlays will provide technicians and operators with the ability to complete tasks seamlessly with a continuous workflow.
Copilot in Dynamics 365 Guides will allow organizations to improve operational efficiencies, accelerate onboarding, seamlessly capture, integrate, and democratize institutional knowledge, and enable frontline workers to update and access forms and systems of records.
Microsoft is advancing with its vision of a Copilot for everyone. Weaving and integrating Copilot into Sales, Service, the Dynamics 365 suite, Edge for Business, and Microsoft 365, Copilot will become, if not already, a major AI assistant that will not only improve our abilities to provide customer support and service but will allow us to streamline our processes and workflows.
In our next article, Microsoft Ignite 2023: Copilot Updates Part 2, we will delve into how Microsoft Copilot is being integrated, implemented, and leveraged as the ultimate AI assistant in Microsoft 365. You can also jump to our third article, Microsoft Ignite 2023: Copilot Updates Part 3, for its integration into the Power Platform and Security.
At this year’s Microsoft Ignite, it was brought forward that Microsoft Syntex has been evolving into a new content management and experience platform. This new platform, Microsoft Premium, combines the powerful features of SharePoint and Microsoft Syntex by integrating AI and machine training to understand content, processing, and compliance services to automatically classify and organize documents in an organization’s SharePoint library. Microsoft Premium will leverage Intelligent Document Processing (IDP), or content intelligence service, to transform data into knowledge. AI-driven solutions will not only prepare content for AI and Microsoft Copilot for Microsoft 365 but will also automate workflow at scale and empower users for greater productivity and collaboration.
Key SharePoint Premium Capabilities
Focused on content services and intelligence, the key capabilities of SharePoint Premium include:
Key SharePoint Premium Features
The key features of SharePoint Premium include:
Every organization’s success is dependent on the management, accessibility, and currency of its content. Content is the basis and result of collaboration between teams and individuals. It drives customer satisfaction and corporate growth. But content can become overwhelming, lost, unruly, and useless if it is not managed correctly. With SharePoint Premium and AI assistance, the content will automatically have metadata inserted, documents will be tagged, sensitivity labels applied, lifecycle governance and security, and access managed to prevent oversharing. For users, ease of accessibility to the most current and valued content will ensure improved productivity, improved workflows, and faster delivery of deliverables. With content being prepped for Copilot, the future of SharePoint as the go-to cloud platform for collaboration and content management is becoming more and more exciting.
The DW Conference is an in-person event taking place in Christchurch, NA to Seattle on February 27 and 28, with workshops on February 26 and 29! Registration is open and to secure your spot, register here: Registration – DWCNZ
I’m honored to be presenting 2 sessions and 1 workshop about Microsoft Search, SharePoint Premium and Power Apps, and the workshop on M365 Apps.
Session 1: Unleash Your Creativity: Design Power Apps Like a Pro with SharePoint Premium
Abstract: Transform your Power App design process and drive business results with data from SharePoint Premium. This AI-powered technology streamlines the data extraction process, providing you with the information you need to create custom Power Apps that meet the unique needs of your organization. With Power Apps, you can focus on designing the app that will deliver real business value, while it takes care of the technical details.
Time: Tuesday February 27 at 3:15 pm
Session 2: Transition from SharePoint Search to Microsoft Search
Abstract: Search in Microsoft 365 has been evolving for the past 2 years, transitioning from the classic SharePoint Search to a modern advanced Microsoft Search.
While we were able to customize classic search, we want to have the same experience in Modern Search and Modern SharePoint.
Time: Wednesday February 28 at 1:45 pm
Workshop: Practical Microsoft 365 use cases for power users
This Half Day Workshop provides practical productivity tips for:
• Using Microsoft 365 applications like Outlook, Teams, Viva Connections, Loop, Viva Engage, OneNote, Planner, To-Do, OneDrive, Microsoft Forms, Microsoft Lists, and Power Automate
• You will learn how to best use the many apps we have in Microsoft 365, and what works best in different scenarios
• We will also go through how you can use multiple apps together to achieve your productivity goals and save time
• Hear what experts have seen work well for power users in other organizations
Time: Thursday February 29 at 1:00 pm
The full schedule of the conference is posted here: Agenda – DWCNZ