Copilot - Analyzing a Specification Document with Copilot Video

Master the art of navigating complex specification documents with Microsoft Copilot in this concise tutorial. Learn how to synthesize essential points, devise a user adoption plan, and optimize licensing strategies with AI-powered insights. Perfect for sales professionals aiming to leverage Microsoft 365 tools efficiently.

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Copilot
New

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prospect through an adoption plan for Microsoft 365 tools.

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A specification document initiated by this

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prospect details the needs for licenses,

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user profiling and change support.

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I will certainly draft my offer

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but first I will use copilot to synthesize the received document

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to ensure I don't miss any essential points from the specification

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starting from the Copilot chat available in my

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Microsoft 365 environment or within teams conversations.

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Let's begin by asking the A I to generate an analysis of

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the key points by attaching the file detailing the prospect's specifications.

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After the analysis.

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Co-pilot summarizes the essential points on which I can base my response.

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When I ask copilot about the adoption plan,

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it outlines a strategy suitable for users involving ambassadors,

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self training and a communication plan

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in our prompt.

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Let's connect our skills with the prospects,

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expectations related to the specifications.

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Copilot doesn't generate a detailed response here but emphasizes the

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need to profile the end users according to their needs.

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However,

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I need to know the steps of the probable adoption plan that might be suitable.

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Copilot. Can you generate the steps of this plan.

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I then have a proposal that can help me begin my consideration of the

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content of the future plan and the potential tools or actions to implement training

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profiling communication

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recommendation systems, et cetera.

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To best respond to the request.

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I would like to know if the document refers

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to any current or anticipated volume of licenses.

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Copilot indicates that yes,

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there are currently 900 licenses for a total of 650 employees and this

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is an important point on which I will need to position myself.

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I note once again the importance of establishing

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user profiling to optimize the current licensing plan.

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Subscribing to a Microsoft 365 environment provides access

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to a range of tools dedicated to collaboration.

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I need to know if the development of use is related to collaborative work

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is a point on which my prospect expects me to take a stance.

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Yes, especially to clarify,

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uses guide employees and target the tools

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to prioritize according to the company's needs

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to conclude and summarize this initial analysis.

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I would like a brief summary of the key points of this specification document.

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I ask copilot executes.

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I also use a suggested prompt related to other important

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key points that I need to keep in mind.

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However,

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Copilot helps me target and summarize but it does not

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exempt me from carefully rereading the original document myself.

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I remain the captain in charge of steering this project,

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but I am fortunate to have a copilot when I need one.

RELATED COURSES This video is part of the following courses

AI Academy: Become a Sales Superhero with Copilot

From analyzing a request for proposal to defending it, through the writing process, awaken the dormant sales hero within you. This quest will take you on a journey where AI becomes your super ally to face the greatest commercial challenges.

Your trainer for this course
Cours E-learning

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