Copilot - Analyzing a Specification Document with Copilot Tutorial

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.

02:59
423 views

Available in AI - Artificial Intelligence

00:00:07

prospect through an adoption plan for Microsoft 365 tools.

00:00:12

A specification document initiated by this

00:00:14

prospect details the needs for licenses,

00:00:17

user profiling and change support.

00:00:19

I will certainly draft my offer

00:00:22

but first I will use copilot to synthesize the received document

00:00:26

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

00:00:30

starting from the Copilot chat available in my

00:00:32

Microsoft 365 environment or within teams conversations.

00:00:37

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

00:00:40

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

00:00:48

After the analysis.

00:00:49

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

00:00:54

When I ask copilot about the adoption plan,

00:00:57

it outlines a strategy suitable for users involving ambassadors,

00:01:01

self training and a communication plan

00:01:05

in our prompt.

00:01:05

Let's connect our skills with the prospects,

00:01:08

expectations related to the specifications.

00:01:10

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

00:01:14

need to profile the end users according to their needs.

00:01:18

However,

00:01:19

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

00:01:22

Copilot. Can you generate the steps of this plan.

00:01:26

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

00:01:29

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

00:01:34

profiling communication

00:01:36

recommendation systems, et cetera.

00:01:39

To best respond to the request.

00:01:41

I would like to know if the document refers

00:01:43

to any current or anticipated volume of licenses.

00:01:47

Copilot indicates that yes,

00:01:49

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

00:01:54

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

00:01:57

I note once again the importance of establishing

00:02:00

user profiling to optimize the current licensing plan.

00:02:03

Subscribing to a Microsoft 365 environment provides access

00:02:07

to a range of tools dedicated to collaboration.

00:02:11

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

00:02:14

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

00:02:18

Yes, especially to clarify,

00:02:19

uses guide employees and target the tools

00:02:22

to prioritize according to the company's needs

00:02:26

to conclude and summarize this initial analysis.

00:02:28

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

00:02:33

I ask copilot executes.

00:02:35

I also use a suggested prompt related to other important

00:02:39

key points that I need to keep in mind.

00:02:42

However,

00:02:43

Copilot helps me target and summarize but it does not

00:02:47

exempt me from carefully rereading the original document myself.

00:02:51

I remain the captain in charge of steering this project,

00:02:54

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

DiLeaP AI: THIS MIGHT BE HELPFUL

Teams Premium - Activate the features of Teams Premium

In this video, you will learn how to activate the features of Teams Premium.
The video covers the necessary steps to fully enjoy all that Teams Premium has to offer.
It explains that Teams Premium requires an additional paid license, which must be assigned to a user in Microsoft 365 administration.
The video demonstrates how to join the admin and access the team-specific admin center, where you can manage Teams settings such as meetings, webinars, messaging, and security.
It also highlights the administration app in the Teams navigation menu, which includes a dashboard with additional settings.
To access the new features specific to Teams Premium, you can find them directly in your Teams application.
If some features don't appear, it is recommended to restart Teams and check for software updates.
Activating Teams Premium will enhance your Teams experience and provide access to advanced features.

3:48
10764 views

Outlook - How do I share a document securely with Outlook?

In this video, you will learn how to securely share a document with Outlook.
Instead of attaching the document to your email, it is safer to add it to your OneDrive or SharePoint library.
This allows you to set permissions for who can view and edit the document.
When you share the link to your document from Outlook, the permissions you set in OneDrive or SharePoint are retained.
You can easily change the sharing permissions in the attachment drop-down menu.
Regularly checking and updating the permissions ensures the safety of your document.
This tutorial will help you securely share documents using Outlook in Microsoft 365.

1:49
2901 views

Project Online - Discovering the interface

In this video, you will learn about the intelligent search feature in Microsoft 365. The video covers the search tools in Microsoft 365, including searching on your computer, using Microsoft Search, finding content and people in SharePoint, searching your emails, and more.
This will help you save time and easily find documents, information, and people within the Microsoft 365 suite.

4:51
4294 views

FindTime - Create a scheduling poll

Discover how to create a meeting poll in this video titled "Creating a scheduling poll" This resource is designed for intermediate-level learners looking for effective ways to communicate and manage their time.

You will learn how to create an interactive poll to gather opinions and preferences from meeting participants. This skill will enable you to facilitate decision-making and organize more productive meetings.

Don't miss this opportunity to enhance your communication and time management skills.

4:12
4111 views

Outlook - How do I recognize a fraudulent email?

In this video, you will learn how to recognize a fraudulent email and protect yourself from phishing attacks.
Phishing emails often mimic legitimate ones, using logos and information from reputable companies.
However, there are usually spelling errors, a haphazard layout, or inconsistencies with the company's graphic design.
Pay attention to the sender's email address, as it may not match the company's domain.
Be cautious if the sender's name consists of random letters and numbers.
Avoid clicking on links that ask you to renew your account or provide personal or banking information.
Even clicking on a link can install malware on your computer.
If you have any doubts, contact the company using secure contact information from their official website.
This knowledge will help you stay safe online and protect your personal information.

2:01
2567 views

RELATED COURSES This tutorial 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

895 Views

ALL COURSES