Teams - Copilot in Teams Conversations Tutorial
Discover how Copilot in Teams Conversations can enhance your collaborative work. With its integration into Teams, Copilot offers ready-made prompts and the ability to interact with the panel using questions. Find out how this tool can streamline your communication and improve productivity.
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Viva Connections for your colleague
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Forwarding Calls to Another Phone Number
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Transferring a Call
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Inviting Other People to an Ongoing Call
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Accessing the Voicemail
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Forwarding Calls to a Call Group
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Receiving Phone Calls
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Changing Voicemail Greeting
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Receiving Phone Calls on the Mobile Application
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Forwarding Calls to the Voicemail
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Ringing Another Number Simultaneously
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Define your status message
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Adjusting Audio Devices
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Turning Off Call Forwarding
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Putting on Hold & Muting Microphone
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Blocking Specific Phone Numbers
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Join a meeting as a participant
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Edit and enhance messages
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Create a team using a template
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Plan a meeting based on a conversation
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Synchronize only one channel
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Interact in conversations
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Find content and people
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Customize notifications
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Schedule private or team meetings
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Start an instant meeting
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Add channels and tabs
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Pin a channel to your favorites
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Presentation of different tools in a meeting
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View events
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Automatically record a meeting
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Create a team and add members
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Reply to and react to a Teams conversation in an e-mail
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Manage accessibility settings
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Creating and Joining a Meeting
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Edit photo in Teams
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Create private and shared channels
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Creating or Joining a Team
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Create, manage and set up a breakout room
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Responding or Reacting to a Message
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Overview of conversations
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Manage a meeting
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How to integrate Klaxoon directly into a Teams meeting?
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Use Microsoft Whiteboard in meetings
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How to add Klaxoon to a current Teams meeting?
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Finding and Installing Teams for Mobile
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Change application settings
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Respect your right to disconnect with Insights
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Chancing Your Status
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Share content in meetings
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Private and small group chats
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Take notes in meetings
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Interface Overview
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Manage your teams
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Introduction to Teams
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Invite external guests
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Set up breakout rooms before the meeting
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Presentation of the desktop application
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How to start a Teams meeting from Klaxoon?
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Enabling Subtitles During a Meeting
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Manage privacy settings
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Starting a Conversation
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Use a background image during a video call
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File Management
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Finding Help?
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Interact in a conversation
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Isolate a conversation window
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Collaborate within a conversation with Microsoft Loop
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Disabling Conversation Notifications
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Use and co-edit files
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Understand the differences between Connectors, Applications and Tabs
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Retrieve items saved in a breakout room
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Set up and customize your teams
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Get feedback from your coworkers with Forms questionnaires
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Manage team files
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Managing Teams and Channels
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Posting in a Channel
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Generate automatic translations and transcriptions in a meeting
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Enabling Mobile Notifications
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Generate a presence report
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Apply a Specific Policy to a User
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Register as a Participant in a Teams Webinar
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Sharing Content in a Meeting
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Understand and Secure Information Sharing in Instant Messaging
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Schedule Message Delivery
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Searching for Items or People
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Make a New Approval Request
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Send an Email to a Team
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Creating a Channel
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Store files in conversations
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Create Approval Templates
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Following your activities and your team's activities
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Create and Send Signatures with Dedicated Services
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Copilot After Teams Meetings
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Copilot During Teams Meetings
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Enable Klaxoon as an App in Teams
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Use Commands and Keyboard Shortcuts
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Integrate Klaxoon in a Teams Channel
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Use Templates for Document Creation
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Use Viva Insights in Conversations
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Use Connectors to Receive Notifications
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Start and Manage Your Event with Multiple People
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Manage Document Approval
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Participate in a Town Hall
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When and Why to Use Town Hall
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Differentiate Between Meeting Types
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Analyze Team Dynamics
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Communicate Behind the Scenes
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Moderate the Chat During a Town Hall
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Manage Privacy in Private Channels
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Prepare Your Webinar with Microsoft Teams
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Add and Explore Workflows
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Restrict a Document to Certain Team Members
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Centralize Important Events in a Single Channel Calendar
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Test Your Event with the Green Room
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End the Event and Gather Statistics
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Set Up Monitoring in a Channel with an RSS Feed
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Secure a Shared Document with a Password
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Ensure Your Webinar Options Before Launching
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Plan and Launch a Town Hall
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Start and Manage Your Event Alone
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Manage Conversation Options
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Manage Storage Spaces on Teams
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Add Interactivity to Your Teams Webinar
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Secure Teams Upon Creation
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Filter Your Document Display
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Restrict a Document to Read-Only
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Customize the Display of the Function Panel
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Manage priority people
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Edit or delete an appointment, meeting or event
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Create an appointment or meeting
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Respond to a meeting
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Manage Teams online meeting options
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Prevent the forwarding of an email
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The New Calendar
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Introduction to the New Features of Microsoft Teams
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Connect Copilot to a third party app
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Sections
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Customizing Views
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Creating a Report
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Create a PivotTable report manually
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Sort, filter, summarize and calculate your PivoteTable data
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Recovering your Data from different sources
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How to track and monitor values with the Watch Window
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Create a PivotTable and analyze your data
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Preparing, cleaning and transforming your Data
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Analyze your network and communication habits
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Creating and configuring a Dashboard
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Publishing your Report through the Power BI Service
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Introduction to the Query Editor
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Creating your Datasets
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Customising your Visuals
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Manipulating tiles in a Dashboard
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Consulting and using a Dashboard
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Improved version history
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Sharing and publishing your Dashboard
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Customising your Report
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XLOOKUP (Advanced metrics)
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Use slicers, timelines and PivotCharts to analyze your pivotetable data
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Check and share your form results
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XLOOKUP (Basic metrics)
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Manage video settings
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Optimize Meetings with Viva Insights
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Summarize Your Notes with Copilot
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Receiving a briefing email from Viva Insights
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Draft Content Based on an Existing Document with Copilot
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Summarize Your Email Exchanges with Copilot
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Summarize the Content of a Note with Copilot
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Copilot After Teams Meetings
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Analyze and Write Content Based on a File
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Copilot During Teams Meetings
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Analyze Team Dynamics
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Organize Your Messages with Rules
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Organize into Folders
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Sort and filter emails
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Process an incoming message
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Manage Views
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Analyzing multiple OneDrive documents with Copilot
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Analyzing a OneDrive file with Copilot
- 01:25
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Clean Up Your Inbox
- 01:18
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Make changes to a text
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Tracking changes in a Loop page with Copilot
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Easily Sort Your Mails
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Use Categories
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Interact with a web page with Copilot
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Create an image with Copilot
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Summarize a PDF with Copilot
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Analyze your documents with Copilot
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Chat with Copilot
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Particularities of Personal and Professional Copilot Accounts
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Data Privacy in Copilot
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Access Copilot
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Use a Copilot Agent
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Modify with Pages
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Generate and manipulate an image in Word
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Create Outlook rules with Copilot
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Generate the email for the recipient
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Action Function
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Search Function
- 03:42
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Date and Time Function
- 02:53
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Logical Function
- 03:14
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Text Function
- 03:25
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Basic Function
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Categories of Functions in Power FX
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Introduction to Power Fx
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The New Calendar
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Sections
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Customizing Views
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Introduction to the New Features of Microsoft Teams
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Guide to Using the Microsoft Authenticator App
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Turn on Multi-Factor Authentication in the Admin Section
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Manual Activation of Multi-Factor Authentication
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Concept of Multi-Factor Authentication
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Use the narrative Builder
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Microsoft Copilot Academy
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Connect Copilot to a third party app
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Share a document with copilot
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Configurate a page with copilot
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Use Copilot with Right-Click
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Draft a Service Memo with Copilot
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Extract Invoice Data and Generate a Pivot Table
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Summarize Discussions and Schedule a Meeting Slot
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Formulate a Request for Pricing Conditions via Email
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Analyze a Supply Catalog Based on Needs and Budget
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Retrieve Data from a Web Page and Include it in Excel
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Create a Desktop Flow with Power Automate from a Template
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Understand the Specifics and Requirements of Desktop Flows
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Dropbox: Create a SAS Exchange Between SharePoint and Another Storage Service
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Excel: List Files from a Channel in an Excel Workbook with Power Automate
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Excel: Link Excel Scripts and Power Automate Flows
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SharePoint: Link Microsoft Forms and Lists in a Power Automate Flow
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SharePoint: Automate File Movement to an Archive Library
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Share Power Automate Flows
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Manipulate Dynamic Content with Power FX
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Leverage Variables with Power FX in Power Automate
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Understand the Concept of Variables and Loops in Power Automate
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Add Conditional “Switch” Actions in Power Automate
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Add Conditional “IF” Actions in Power Automate
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Create an Approval Flow with Power Automate
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Create a Scheduled Flow with Power Automate
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Create an Instant Flow with Power Automate
- 02:18
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Create an Automated Flow with Power Automate
- 03:28
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Create a Simple Flow with AI Copilot
- 04:31
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Create a Flow Based on a Template with Power Automate
- 03:20
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Discover the “Build Space”
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The Power Automate Mobile App
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Familiarize Yourself with the Different Types of Flows
- 01:37
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Understand the Steps to Create a Power Automate Flow
- 01:51
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Discover the Power Automate Home Interface
- 02:51
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Access Power Automate for the Web
- 01:25
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Understand the Benefits of Power Automate
- 01:30
- Viewed 66 times
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Add a third-party application
- 02:40
- Viewed 92 times
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Send a survey or questionnaire by email
- 02:06
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Collaborate directly during an event with Microsoft Loop and Outlook
- 02:01
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Create a collaborative email with Microsoft Loop and Outlook
- 02:30
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Streamline Note-Taking with OneNote and Outlook
- 01:03
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Create your reservation page for appointment booking (Bookings)
- 03:17
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Share a document securely with Outlook
- 02:21
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Block a sender
- 01:54
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Identify a fraudulent email
- 02:06
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Prevent transfer for a meeting
- 01:19
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Prevent the forwarding of an email
- 01:01
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Protect an email by encrypting
- 01:10
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Provide an overview of best security practices in Outlook
- 01:08
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Recover deleted items
- 01:09
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Recall or replace an e-mail message
- 01:45
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Respond to invitations as a delegate
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Use a Shared Mailbox
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Create and Manage Appointments in Delegated Calendars
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Send Emails on Behalf of Someone Else
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Mailbox Delegation Setup
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Calendar Delegation Setup
- 01:21
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Grant delegate access in Microsoft 365 administration
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Make changes to a text
- 01:05
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Consult the adoption of Copilot through Viva Insights
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Search from emails with Copilot
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Using Copilot in OneNote with Right-Click
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Organizing OneNote with Copilot
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Tracking changes in a Loop page with Copilot
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Summarizing a Loop Page with Copilot
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Generating Loop Content with Copilot
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Send invitations or reminders with Copilot
- 00:53
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Generate formulas from a concept
- 01:02
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Analyzing a OneDrive file with Copilot
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Analyzing multiple OneDrive documents with Copilot
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Use the Meeting Dashboard
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Respond to a Meeting Poll
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Create a Meeting Poll
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Display Three Time Zones
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View Other Calendars
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Open a Shared Calendar
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Share Your Calendar
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Use the Scheduling Assistant
- 01:42
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Use the Immersive Reader Feature
- 01:33
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Dictate Your Email to Outlook
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Translate Emails in Outlook
- 01:32
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Make Your Outlook Signature Accessible
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Add Accessible Tables and Lists
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Improve the Accessibility of Images in Emails
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Improve Email Accessibility
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Send Automatic Out-of-Office Replies
- 02:22
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Prepare for Time Out of Office (Viva Insights)
- 02:08
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Respect Your Colleagues' Off Hours (Viva Insights)
- 01:27
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Delay Email Delivery
- 01:10
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Use Conversation View
- 01:47
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Clean Up Your Inbox
- 01:18
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Organize Your Messages with Rules
- 02:01
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Use Categories
- 02:51
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Easily Sort Your Mails
- 01:38
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Automate Routine Actions
- 02:19
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Create an Email Template
- 01:40
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Create a task from a message
- 02:00
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Share a task list
- 03:10
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Create a task or reminder
- 01:50
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Task Module Overview
- 01:56
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Manage Teams online meeting options
- 01:56
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Edit or delete an appointment, meeting or event
- 01:50
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Create a reminder for yourself
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Respond to a meeting
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Create an appointment or meeting
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Create different types of events
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Edit and customize views
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Presentation and introduction to the calendar
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Search options
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Sort and filter emails
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Request a Read Receipt or Delivery Confirmation
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The Bcc Field in Detail
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Save and Print a Message
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Insert Elements in Emails (Tables, Charts, Images)
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Process an incoming message
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Send an Email and Create a Draft in Outlook
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Organize into Folders
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Set Your Work Hours in Outlook
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Create and add a signature to messages
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Manage new message notifications
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Change the default font of your emails
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Manage Views
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Add and manage multiple accounts on Outlook
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Explore the Interface
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Introduce the new version of Outlook
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Survey Consumer Satisfaction Panel with ChatGPT
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Enhance Your Product on Social Media with ChatGPT
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Write a Product Description with ChatGPT
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Structure Your Product Launch Project
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Initiate a Market Research Study with ChatGPT
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Manage Storage Space
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Synchronize Your Teams and SharePoint Files on Your Computer
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Use Documents in a Synchronized Library Folder
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Make a File Request
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Restore Your OneDrive Space
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Find All Shares from the Same Person
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Modify Sharing Rules
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Check Granted Shares
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Protect My Document with a Password and Expiration Date
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Avoid Abusive Document Sharing
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Best Security Practices on OneDrive
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Use Recycle Bins to Restore Documents
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Search for Documents
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Use Document History or Restore a Document to a Previous Version
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Discover the Meaning of OneDrive Icons
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Sync OneDrive with a Computer
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Edit, Delete a Share
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Share and Collaborate OneDrive
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Power and Manage OneDrive
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What is OneDrive ?
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Objectifs :
This document aims to provide a comprehensive overview of how Copilot integrates into team conversations, enhancing communication and summarization of discussions. It highlights the functionalities of Copilot, including accessing conversation summaries, drafting messages, and managing group discussions effectively.
Chapitres :
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Introduction to Copilot in Team Conversations
Copilot is a powerful tool fully integrated into team conversations, whether they are individual or group discussions. Its primary purpose is to streamline communication and provide quick access to relevant information. -
Accessing Copilot
To access the Copilot panel, simply click on the Copilot icon located in the upper right corner of the conversation window. This allows users to interact with the panel using pre-made prompts or by entering specific questions. -
Summarizing Conversations
One of the key features of Copilot is its ability to summarize past interactions. For instance, if a user wants to recall discussions from September 2023, Copilot can instantly provide a summary of the exchanges. This is particularly useful for tracking requests made to colleagues, such as issues related to a USB device. -
Daily Updates and Decision Tracking
Users can request updates on recent exchanges, such as a summary of the last seven days. Copilot efficiently decrypts discussions, especially those involving decision-making or pending items. Users can specify prompts to receive targeted summaries. -
Drafting Messages with Copilot
When lacking inspiration, users can turn to Copilot for assistance in drafting messages. Copilot suggests initial drafts, which can then be refined by clicking the icon in the text area. Users can specify the desired length and tone of the message, whether it should be casual, professional, or enthusiastic. -
Managing Group Conversations
Copilot is also adept at handling group conversations, even those with many participants. Users can inquire about recent discussions within specific teams, such as the educational team, and gather feedback on projects like the Copilot initiative. -
Feedback and Ideas
Users can collect positive feedback and ideas related to conversations. For example, they can review compliments received for presentations or teamwork during sessions, allowing for a better understanding of team dynamics. -
Summarizing Links and Important Decisions
Copilot can summarize links shared during conversations, providing users with a clickable list of resources. Additionally, it can highlight important decisions that may have been missed, such as changes in instructor assignments due to unforeseen circumstances. -
Conclusion
In summary, Copilot serves as an essential assistant in team communications, helping users stay updated on discussions, manage tasks efficiently, and enhance overall collaboration. Its functionalities significantly improve the way teams interact and share information.
FAQ :
What is Copilot in Teams?
Copilot is a digital assistant integrated into Microsoft Teams that helps users summarize conversations, draft messages, and manage information efficiently.
How do I access the Copilot panel?
You can access the Copilot panel by clicking on the Copilot icon located in the upper right corner of the Teams interface when a conversation is selected.
Can Copilot summarize past conversations?
Yes, Copilot can instantly summarize the content of past exchanges, including decision-making points and pending items.
What types of messages can Copilot help me draft?
Copilot can assist in drafting messages by suggesting text that can be customized for length and tone, such as casual, professional, or enthusiastic.
Is Copilot useful for group conversations?
Yes, Copilot is designed to handle group conversations effectively, even with a large number of participants, providing summaries and feedback related to the discussion.
How does Copilot help with decision making?
Copilot can highlight important decisions made during conversations, ensuring users stay informed about key outcomes and changes.
Quelques cas d'usages :
Summarizing Team Meetings
In a corporate setting, team leaders can use Copilot to summarize discussions from meetings, ensuring all members are aware of key points and action items, which enhances communication and accountability.
Drafting Professional Emails
Professionals can utilize Copilot to draft emails quickly by providing prompts for tone and length, allowing for efficient communication with clients or colleagues.
Managing Project Updates
Project managers can leverage Copilot to summarize updates from team members, helping to keep track of progress and outstanding issues, thus improving project management efficiency.
Gathering Feedback
Educators can use Copilot to collect and summarize feedback from students about presentations or sessions, allowing for continuous improvement in teaching methods.
Tracking Decisions in Collaborative Projects
In collaborative projects, team members can use Copilot to track decisions made during discussions, ensuring that everyone is aligned and aware of changes, which can prevent miscommunication.
Glossaire :
Copilot
A digital assistant integrated into communication platforms like Teams, designed to help users summarize conversations, draft messages, and manage information efficiently.
Teams
A collaboration platform developed by Microsoft that allows users to communicate and collaborate through chat, video calls, and file sharing.
Panel
The interface within Copilot that allows users to interact with the assistant, access features, and utilize prompts for summarization and message drafting.
Prompts
Predefined suggestions or questions provided by Copilot to guide users in obtaining summaries or drafting messages.
Summary
A concise overview of the main points discussed in a conversation, generated by Copilot to help users recall important information.
File format issue
A problem related to the type or structure of a file that may affect its usability or compatibility with software applications.
Rephrase
The act of altering the wording of a message to improve clarity or adjust the tone, facilitated by Copilot.
Decision making
The process of making choices or reaching conclusions based on discussions, often involving evaluating options and outcomes.
Feedback
Responses or reactions to a presentation or session, which can be positive or negative, and are used to improve future performance.
Collaborators
Individuals who work together on projects or tasks, often communicating through platforms like Teams.