Copilot (licence) - Writing a Business Proposal with Copilot Tutorial
Discover how to craft compelling business proposals using Microsoft Copilot. This tutorial guides you through integrating client specifications into a structured, impactful proposal under tight deadlines. Explore how AI enhances user profiling and license allocation for a tailored business approach.
- 03:40
- 714 views
-
OneDrive - What is OneDrive ?
- 01:14
- Viewed 2528 times
-
Copilot (licence) - Use Copilot with Right-Click
- 02:50
- Viewed 1505 times
-
Outlook - Create and modify a group
- 2:19
- Viewed 5440 times
-
OneDrive - Edit, Delete a Share
- 02:16
- Viewed 1588 times
-
Power BI - Introduction to Power Bi
- 1:29
- Viewed 7096 times
-
Teams Premium - Activate the features of Teams Premium
- 3:48
- Viewed 14748 times
-
Teams Premium - Optimize Teams Premium settings in Administration
- 1:27
- Viewed 3149 times
-
Viva Engage - The role of an administrator
- 2:22
- Viewed 5406 times
-
Summarize Your Notes with Copilot
- 1:45
- Viewed 3479 times
-
Add a Table from Text with Copilot
- 1:39
- Viewed 2961 times
-
Summarize the Content of a Note with Copilot
- 1:03
- Viewed 2359 times
-
Rewrite or Summarize Existing Text with Copilot
- 2:29
- Viewed 2329 times
-
Create a Task List or Plan with Copilot
- 1:49
- Viewed 1735 times
-
Generate a Chart with Copilot
- 1:34
- Viewed 1731 times
-
Create a Presentation with Copilot
- 1:50
- Viewed 1666 times
-
Analyze a resume with Copilot
- 2:07
- Viewed 1639 times
-
Draft Content Based on an Existing Document with Copilot
- 2:15
- Viewed 1565 times
-
Create a Presentation Based on an Existing Word Document
- 1:52
- Viewed 1550 times
-
How to Access Copilot
- 03:00
- Viewed 1549 times
-
Use Copilot with Right-Click
- 02:50
- Viewed 1505 times
-
Draft an Email with Copilot
- 02:36
- Viewed 1391 times
-
Generating an Executive Summary with Copilot
- 01:46
- Viewed 1366 times
-
Debriefing a Job Interview with Copilot
- 4:28
- Viewed 1347 times
-
Sort, Filter, and Analyze Data with Copilot
- 1:48
- Viewed 1293 times
-
Summarize Email Threads with Copilot
- 01:05
- Viewed 1285 times
-
Generate and Organize Ideas with Copilot
- 2:06
- Viewed 1263 times
-
What can Copilot do for you ?
- 2:37
- Viewed 1185 times
-
Summarize a Slideshow with Copilot
- 1:34
- Viewed 1148 times
-
Generate Formulas with Copilot
- 2:07
- Viewed 1125 times
-
Improve Email Writing with Copilot Coaching
- 01:47
- Viewed 1089 times
-
Format Data with Copilot
- 1:52
- Viewed 1087 times
-
Creating a Form with Copilot
- 1:57
- Viewed 1074 times
-
Copilot in Teams Conversations
- 2:47
- Viewed 1071 times
-
Energize and Structure a Presentation with Copilot
- 1:50
- Viewed 1050 times
-
Analyze and Write Content Based on a File
- 2:16
- Viewed 1044 times
-
Copilot After Teams Meetings
- 1:43
- Viewed 1043 times
-
Use the Copilot Conversation Pane in Word
- 1:56
- Viewed 1042 times
-
Chat, Get Inspired, and Search with Copilot
- 3:26
- Viewed 1015 times
-
Draft a Personalized Thank you Email
- 2:09
- Viewed 1005 times
-
Copilot During Teams Meetings
- 3:29
- Viewed 992 times
-
Generate Text from an Idea or Plan
- 2:51
- Viewed 986 times
-
Create a Business Presentation Report with Copilot
- 03:02
- Viewed 973 times
-
Draft a job offer with Copilot
- 2:00
- Viewed 854 times
-
Search from emails with Copilot
- 00:53
- Viewed 815 times
-
Creating a Welcome Presentation with Copilot
- 2:30
- Viewed 786 times
-
The importance of context in your requests
- 01:44
- Viewed 772 times
-
Precise task in conversational AI
- 01:56
- Viewed 759 times
-
Analyzing a Specification Document with Copilot
- 02:59
- Viewed 737 times
-
Personality and tone for a realistic rendering
- 01:19
- Viewed 707 times
-
Boost Your Proposal with Copilot Coaching for Outlook
- 02:18
- Viewed 702 times
-
Write a Product Description with Copilot
- 02:36
- Viewed 668 times
-
Survey Consumer Satisfaction Panel
- 02:38
- Viewed 646 times
-
Initiate a Market Study with Copilot
- 03:15
- Viewed 631 times
-
What is a prompt ?
- 01:15
- Viewed 618 times
-
Structure Your Product Launch Project
- 02:15
- Viewed 602 times
-
Basics of prompting with conversational AI
- 02:29
- Viewed 592 times
-
Format and example for optimal results
- 01:50
- Viewed 581 times
-
Promote Your Product on Social Networks with Copilot
- 02:41
- Viewed 571 times
-
Generating Loop Content with Copilot
- 01:18
- Viewed 561 times
-
Formulate a Request for Pricing Conditions via Email
- 02:20
- Viewed 523 times
-
Send invitations or reminders with Copilot
- 00:53
- Viewed 513 times
-
Analyze a Supply Catalog Based on Needs and Budget
- 02:52
- Viewed 497 times
-
Create an insights grid
- 01:19
- Viewed 446 times
-
Summarizing a Loop Page with Copilot
- 00:55
- Viewed 419 times
-
Tracking changes in a Loop page with Copilot
- 01:16
- Viewed 373 times
-
Summarize Discussions and Schedule a Meeting Slot
- 02:25
- Viewed 354 times
-
Make changes to a text
- 01:05
- Viewed 350 times
-
Analyzing multiple OneDrive documents with Copilot
- 01:01
- Viewed 349 times
-
Extract Invoice Data and Generate a Pivot Table
- 02:34
- Viewed 309 times
-
Consult the adoption of Copilot through Viva Insights
- 00:52
- Viewed 307 times
-
Edit in Pages
- 01:49
- Viewed 305 times
-
Organizing OneNote with Copilot
- 00:46
- Viewed 304 times
-
Analyzing a OneDrive file with Copilot
- 01:25
- Viewed 299 times
-
Use a Copilot Agent
- 01:24
- Viewed 296 times
-
Use the narrative Builder
- 01:31
- Viewed 294 times
-
Using Copilot in OneNote with Right-Click
- 01:21
- Viewed 282 times
-
Other Coaches
- 01:45
- Viewed 280 times
-
Microsoft Copilot Academy
- 00:42
- Viewed 279 times
-
Describe a copilot agent
- 01:32
- Viewed 279 times
-
Generate and manipulate an image in Word
- 01:19
- Viewed 276 times
-
Draft a Service Memo with Copilot
- 02:21
- Viewed 275 times
-
Generate formulas from a concept
- 01:02
- Viewed 272 times
-
Share a document with copilot
- 00:36
- Viewed 268 times
-
Connect Copilot to a third party app
- 01:11
- Viewed 268 times
-
Configurate a page with copilot
- 01:47
- Viewed 267 times
-
Publish the agent and make it accessible
- 01:39
- Viewed 267 times
-
Create an agent for a team
- 01:53
- Viewed 266 times
-
Add new actions
- 01:54
- Viewed 265 times
-
Create Outlook rules with Copilot
- 01:12
- Viewed 263 times
-
Install and access Copilot Studio in Teams
- 01:38
- Viewed 263 times
-
Create an agent with Copilot Studio
- 01:52
- Viewed 258 times
-
Create a first action
- 01:59
- Viewed 256 times
-
Analyze a video
- 01:21
- Viewed 254 times
-
Generate the email for the recipient
- 00:44
- Viewed 252 times
-
Access Copilot Studio
- 01:09
- Viewed 252 times
-
Prompt coach
- 02:49
- Viewed 245 times
-
Generate and manipulate an image in PowerPoint
- 01:47
- Viewed 241 times
-
Use the Copilot pane
- 01:12
- Viewed 241 times
-
Configure a Copilot Agent
- 02:39
- Viewed 241 times
-
Process text
- 01:03
- Viewed 236 times
-
Modify, Share, and Install an Agent
- 01:43
- Viewed 232 times
-
Rewrite with Copilot
- 01:21
- Viewed 230 times
-
Agents in SharePoint
- 02:44
- Viewed 218 times
-
Structure and optimize team collaboration with Copilot
- 02:28
- Viewed 183 times
-
Copilot at the service of project reports
- 02:36
- Viewed 153 times
-
Organize an action plan with Copilot and Microsoft Planner
- 01:31
- Viewed 143 times
-
Manage topics
- 01:51
- Viewed 142 times
-
Create SharePoint Pages with Copilot
- 01:49
- Viewed 139 times
-
Initiate a project budget tracking table with Copilot
- 02:54
- Viewed 134 times
-
Share Requests with Your Team
- 03:07
- Viewed 131 times
-
Reply to an Email with Copilot
- 01:10
- Viewed 127 times
-
Develop and share a clear project follow-up with Copilot
- 02:18
- Viewed 125 times
-
Analyze the Copilot Studio agent
- 01:25
- Viewed 120 times
-
Get started with Copilot Studio
- 01:25
- Viewed 119 times
-
Copilot Studio agent settings
- 01:33
- Viewed 110 times
-
Manage knowledge sources
- 01:11
- Viewed 107 times
-
Task Accuracy in Prompting
- 02:31
- Viewed 107 times
-
Plan with Copilot
- 01:15
- Viewed 82 times
-
Extract Text from an Image
- 01:07
- Viewed 69 times
-
Generate a Video
- 01:49
- Viewed 65 times
-
Add Speaker Notes
- 00:56
- Viewed 64 times
-
Translate a presentation
- 01:38
- Viewed 59 times
-
Query an Attached Meeting
- 01:51
- Viewed 52 times
-
Format and example for optimal results
- 02:03
- Viewed 50 times
-
Personality and tone for a believable rendering
- 01:48
- Viewed 47 times
-
What is a prompt in conversational AI?
- 02:02
- Viewed 42 times
-
The Importance of Context in Your Applications
- 02:14
- Viewed 41 times
-
The Basis of Prompting in Conversational AI
- 02:41
- Viewed 39 times
-
Instant alerts tailored to your activities
- 01:53
- Viewed 4 times
-
Seamless collaboration inside Microsoft Teams
- 01:22
- Viewed 4 times
-
Easy sharing with your team or organization
- 01:12
- Viewed 4 times
-
Relevant views to highlight your information
- 01:52
- Viewed 8 times
-
Clear insights through filters and sorting
- 02:06
- Viewed 4 times
-
A well-structured form for easy entry
- 01:17
- Viewed 4 times
-
The right column type for each data set
- 02:35
- Viewed 4 times
-
Custom columns to match your needs
- 02:09
- Viewed 3 times
-
Smooth updates and management for any list
- 01:06
- Viewed 3 times
-
Simple ways to add data to your list
- 01:06
- Viewed 4 times
-
Excel data turned into a dynamic list
- 02:08
- Viewed 4 times
-
A fully custom list built from scratch
- 01:34
- Viewed 4 times
-
A quick setup with ready-made templates
- 01:34
- Viewed 4 times
-
Mobile access to your lists made simple
- 01:37
- Viewed 6 times
-
The essentials of the Lists interface
- 02:01
- Viewed 5 times
-
The key reasons to use Microsoft Lists
- 02:01
- Viewed 4 times
-
Personality and tone for a believable rendering
- 01:48
- Viewed 47 times
-
Format and example for optimal results
- 02:03
- Viewed 50 times
-
The Importance of Context in Your Applications
- 02:14
- Viewed 41 times
-
Task Accuracy in Prompting
- 02:31
- Viewed 107 times
-
The Basis of Prompting in Conversational AI
- 02:41
- Viewed 39 times
-
What is a prompt in conversational AI?
- 02:02
- Viewed 42 times
-
Extract Text from an Image
- 01:07
- Viewed 69 times
-
Reply to an Email with Copilot
- 01:10
- Viewed 127 times
-
Create SharePoint Pages with Copilot
- 01:49
- Viewed 139 times
-
Query an Attached Meeting
- 01:51
- Viewed 52 times
-
Plan with Copilot
- 01:15
- Viewed 82 times
-
Share Requests with Your Team
- 03:07
- Viewed 131 times
-
Translate a presentation
- 01:38
- Viewed 59 times
-
Generate a Video
- 01:49
- Viewed 65 times
-
Add Speaker Notes
- 00:56
- Viewed 64 times
-
Initiate a project budget tracking table with Copilot
- 02:54
- Viewed 134 times
-
Develop and share a clear project follow-up with Copilot
- 02:18
- Viewed 125 times
-
Organize an action plan with Copilot and Microsoft Planner
- 01:31
- Viewed 143 times
-
Structure and optimize team collaboration with Copilot
- 02:28
- Viewed 183 times
-
Copilot at the service of project reports
- 02:36
- Viewed 153 times
-
Initiate a tracking table with ChatGPT
- 01:35
- Viewed 153 times
-
Distribute tasks within a team with ChatGPT
- 01:26
- Viewed 288 times
-
Generate a meeting summary with ChatGPT
- 01:24
- Viewed 153 times
-
Project mode
- 01:31
- Viewed 150 times
-
Create an agent for a team
- 01:53
- Viewed 266 times
-
Install and access Copilot Studio in Teams
- 01:38
- Viewed 263 times
-
Analyze the Copilot Studio agent
- 01:25
- Viewed 120 times
-
Publish the agent and make it accessible
- 01:39
- Viewed 267 times
-
Copilot Studio agent settings
- 01:33
- Viewed 110 times
-
Add new actions
- 01:54
- Viewed 265 times
-
Create a first action
- 01:59
- Viewed 256 times
-
Manage topics
- 01:51
- Viewed 142 times
-
Manage knowledge sources
- 01:11
- Viewed 107 times
-
Create an agent with Copilot Studio
- 01:52
- Viewed 258 times
-
Access Copilot Studio
- 01:09
- Viewed 252 times
-
Get started with Copilot Studio
- 01:25
- Viewed 119 times
-
Introduction to PowerBI
- 00:60
- Viewed 280 times
-
Introduction to Microsoft Outlook
- 01:09
- Viewed 265 times
-
Introduction to Microsoft Insights
- 02:04
- Viewed 257 times
-
Introduction to Microsoft Viva
- 01:22
- Viewed 290 times
-
Introduction to Planner
- 00:56
- Viewed 268 times
-
Introduction to Microsoft Visio
- 02:07
- Viewed 404 times
-
Introduction to Microsoft Forms
- 00:52
- Viewed 276 times
-
Introducing to Microsoft Designer
- 00:28
- Viewed 413 times
-
Introduction to Sway
- 01:53
- Viewed 351 times
-
Introducing to Word
- 01:00
- Viewed 254 times
-
Introducing to SharePoint Premium
- 00:47
- Viewed 242 times
-
Create a call group
- 01:15
- Viewed 440 times
-
Use call delegation
- 01:07
- Viewed 208 times
-
Assign a delegate for your calls
- 01:08
- Viewed 408 times
-
Ring multiple devices simultaneously
- 01:36
- Viewed 214 times
-
Use the "Do Not Disturb" function for calls
- 01:28
- Viewed 215 times
-
Manage advanced call notifications
- 01:29
- Viewed 226 times
-
Configure audio settings for better sound quality
- 02:08
- Viewed 360 times
-
Block unwanted calls
- 01:24
- Viewed 258 times
-
Disable all call forwarding
- 01:09
- Viewed 237 times
-
Manage a call group in Teams
- 02:01
- Viewed 257 times
-
Update voicemail forwarding settings
- 01:21
- Viewed 210 times
-
Configure call forwarding to internal numbers
- 01:02
- Viewed 214 times
-
Set call forwarding to external numbers
- 01:03
- Viewed 233 times
-
Manage voicemail messages
- 01:55
- Viewed 365 times
-
Access voicemail via mobile and PC
- 02:03
- Viewed 400 times
-
Customize your voicemail greeting
- 02:17
- Viewed 210 times
-
Transfer calls with or without an announcement
- 01:38
- Viewed 275 times
-
Manage simultaneous calls
- 01:52
- Viewed 239 times
-
Support third-party apps during calls
- 01:53
- Viewed 333 times
-
Add participants quickly and securely
- 01:37
- Viewed 222 times
-
Configure call privacy and security settings
- 02:51
- Viewed 225 times
-
Manage calls on hold
- 01:20
- Viewed 223 times
-
Live transcription and generate summaries via AI
- 03:43
- Viewed 230 times
-
Use the interface to make and receive calls
- 01:21
- Viewed 217 times
-
Draft a Service Memo
- 02:33
- Viewed 265 times
-
Extract Invoice Data and Generate a Pivot Table
- 03:26
- Viewed 253 times
-
Formulate a Request for Pricing Conditions via Email
- 02:32
- Viewed 422 times
-
Analyze a Supply Catalog Based on Needs and Budget
- 02:41
- Viewed 395 times
-
SharePoint Page Co-Editing: Collaborate in Real Time
- 02:14
- Viewed 133 times
-
Other Coaches
- 01:45
- Viewed 280 times
-
Agents in SharePoint
- 02:44
- Viewed 218 times
-
Prompt coach
- 02:49
- Viewed 245 times
-
Modify, Share, and Install an Agent
- 01:43
- Viewed 232 times
-
Configure a Copilot Agent
- 02:39
- Viewed 241 times
-
Describe a copilot agent
- 01:32
- Viewed 279 times
-
Rewrite with Copilot
- 01:21
- Viewed 230 times
-
Analyze a video
- 01:21
- Viewed 254 times
-
Use the Copilot pane
- 01:12
- Viewed 241 times
-
Process text
- 01:03
- Viewed 236 times
-
Create an insights grid
- 01:19
- Viewed 446 times
-
Generate and manipulate an image in PowerPoint
- 01:47
- Viewed 241 times
-
Interact with a web page with Copilot
- 00:36
- Viewed 262 times
-
Create an image with Copilot
- 00:42
- Viewed 456 times
-
Summarize a PDF with Copilot
- 00:41
- Viewed 254 times
-
Analyze your documents with Copilot
- 01:15
- Viewed 260 times
-
Chat with Copilot
- 00:50
- Viewed 268 times
-
Particularities of Personal and Professional Copilot Accounts
- 00:40
- Viewed 439 times
-
Data Privacy in Copilot
- 00:43
- Viewed 262 times
-
Access Copilot
- 00:25
- Viewed 468 times
-
Use a Copilot Agent
- 01:24
- Viewed 296 times
-
Edit in Pages
- 01:49
- Viewed 305 times
-
Generate and manipulate an image in Word
- 01:19
- Viewed 276 times
-
Create Outlook rules with Copilot
- 01:12
- Viewed 263 times
-
Generate the email for the recipient
- 00:44
- Viewed 252 times
-
Action Function
- 04:18
- Viewed 218 times
-
Search Function
- 03:42
- Viewed 265 times
-
Date and Time Function
- 02:53
- Viewed 285 times
-
Logical Function
- 03:14
- Viewed 444 times
-
Text Function
- 03:25
- Viewed 278 times
-
Basic Function
- 02:35
- Viewed 235 times
-
Categories of Functions in Power FX
- 01:51
- Viewed 277 times
-
Introduction to Power Fx
- 01:09
- Viewed 277 times
-
The New Calendar
- 03:14
- Viewed 482 times
-
Sections
- 02:34
- Viewed 249 times
-
Customizing Views
- 03:25
- Viewed 239 times
-
Introduction to the New Features of Microsoft Teams
- 00:47
- Viewed 547 times
Objectifs :
The objective of this document is to guide the creation of a comprehensive proposal that aligns the needs of hex A services with the strengths and offerings of my company, utilizing available resources effectively under a tight timeline.
Chapitres :
-
Introduction
In this section, we will explore the process of drafting a detailed proposal for hex A services. The proposal aims to address the specific expectations outlined in the specification document while showcasing the capabilities of our company. -
Understanding Client Needs
The first step involves reviewing the expectations expressed by hex A services in their specification document. Key points to consider include: - Specific requirements outlined in the document. - Emphasis on user profiling and allocation of Microsoft licenses. - The importance of a structured response that highlights our strengths. -
Utilizing Available Resources
To create a relevant response document, we will leverage the following resources: - The specification document from hex A services. - An internal PowerPoint presentation detailing our activities, references, and clients. - A Word document that describes our change management support service. -
Drafting the Proposal
Using Copilot, we will start with a blank Word document. The process includes: 1. Clicking on the Copilot icon to initiate the drafting process. 2. Referencing the three key documents to ensure alignment with client needs. 3. Creating a contextualized prompt that specifies the inclusion of an action plan, a presentation of our activities, and a list of client projects. -
Reviewing and Revising the Document
After generating the initial draft, it is crucial to review the content for completeness. Key actions include: - Identifying any missing elements, such as user profiling and Microsoft license allocation. - Requesting Copilot to add necessary sections and revise the document accordingly. - Ensuring the proposal includes a quotation and planning details in a structured table format. -
Finalizing the Proposal
As a salesperson, it is my responsibility to ensure the accuracy and relevance of the content. The final steps involve: - Making any necessary modifications to address inconsistencies. - Formatting the document according to our graphic charter. - Adding a table of contents and personal touches to enhance the document's presentation. -
Conclusion
The final document will encapsulate: - A summary of the understanding of hex A services' stakes. - A highlight of our strengths and methods. - A detailed action plan, budget section, and references. This structured and complete response will be forwarded to the prospective client, demonstrating our commitment to meeting their needs.
FAQ :
What is a specification document?
A specification document is a detailed outline of a client's requirements and expectations, serving as a guide for creating proposals and project plans.
How can I create a proposal that meets client needs?
To create a proposal that meets client needs, reference their specification document, highlight your company's strengths, and include a structured action plan and relevant examples.
What is the role of Copilot in document creation?
Copilot is an AI tool that assists in drafting and structuring documents by generating content based on specified inputs and requirements.
What should be included in a proposal?
A proposal should include an action plan, a presentation of your activities, a list of client projects, budget considerations, and references to past work.
How do I ensure the accuracy of the content in my proposal?
To ensure accuracy, review the content generated by AI, make necessary modifications, and ensure compliance with your graphic charter.
What is user profiling and why is it important?
User profiling involves analyzing users to tailor services to their needs, which is crucial for effective service delivery and client satisfaction.
Quelques cas d'usages :
Creating Client Proposals
Utilize the knowledge from the video to draft comprehensive proposals for clients by referencing their specifications and aligning them with your company's offerings.
Implementing Change Management
Apply the change management support service knowledge to assist organizations in navigating transitions smoothly, ensuring minimal disruption to operations.
Leveraging AI for Document Drafting
Use AI tools like Copilot to streamline the document creation process, enhancing efficiency and ensuring that proposals are well-structured and relevant.
User Profiling for Tailored Services
Implement user profiling techniques to better understand client needs, allowing for customized service offerings that improve client satisfaction and outcomes.
Maintaining Document Compliance
Ensure that all proposals and documents adhere to your organization's graphic charter, enhancing professionalism and brand consistency.
Glossaire :
hex A services
A specific client or organization that has outlined its expectations and needs in a specification document.
specification document
A detailed document outlining the requirements and expectations of a client, used as a reference for proposal drafting.
proposal
A formal document submitted to a client that outlines a plan of action, including services offered, timelines, and costs.
change management support service
A service that assists organizations in managing change effectively, ensuring smooth transitions and minimal disruption.
Copilot
An AI assistant tool used to help draft and structure documents based on provided inputs and specifications.
action plan
A detailed plan outlining the steps and actions required to achieve specific goals or objectives.
user profiling
The process of analyzing and categorizing users to tailor services or products to their specific needs.
Microsoft licenses
Licenses that grant users the right to use Microsoft software products, often allocated based on user needs.
graphic charter
A set of guidelines that dictate the visual identity and branding elements of a document or organization.
Cette formation pourrait intéresser votre entreprise ?
Mandarine Academy vous offre la possibilité d'obtenir des catalogues complets et actualisés, réalisés par nos formateurs experts dans différents domaines pour votre entreprise