Congratulations! You’re the proud owner of an all-new Microsoft 365 Copilot license. Time to roll up your sleeves and put this baby through its paces. What’s that? You have no idea where to start? Let’s not let that money go to waste—it's a whole lot more than a simple chatbot. So we’re going to show you a number of M365 Copilot examples that will help you integrate the powerful AI tool with your daily workflows.
Salespeople spend a lot of time on the phone and video chats. The problem with meetings is staying present while still scribbling notes for future reference. But if you place your call or chat through Teams, Copilot is just a click away.
Simply record your call, and when you’re done, Copilot can provide a transcript and meeting notes. You’ll be able to zero in on your customer or prospect’s pain points, get follow-up items, and see what they responded positively to—without having to decode your handwriting.
Sample prompt: Transcribe this meeting
The great thing about Copilot is that those notes and transcripts are available to anyone invited to the meeting. So if you’re not able to make it, you can quickly get up to speed by reviewing the notes.
This is perfect for accounts where multiple salespeople service the same client. Sometimes the person that made the call needs to hand off next steps to the one not on the call. With Copilot, it’s as easy as saying, “Can you review the notes and get them answers to their questions?”
Sample prompt: What did I miss in my last meeting?
With dozens of calls recorded, transcribed, and annotated for each client, there’s a wealth of info sitting in your M365 tenant. What if there were some magical way to easily harness all that knowledge?
Poof, you got your wish. Simply ask Copilot to, for instance, summarize pain points from client calls, and it will generate a bulleted list of what’s keeping your customers up at night. Now you’ve a bird’s-eye view of gaps in your product to forward along to your product development team. And customers always love hearing things like, “I talked with our product team, and we’re working on a fix for you.”
Sample prompt: What problems are our customers facing, based on recorded calls?
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Say you’ve been asked to present the latest numbers to your CEO or investors. Do you think they want to see a raw dump of numbers pasted into a PowerPoint? Some yes, and some no.
For the more visual among us, Copilot can make quick work of creating charts and graphs. Simply highlight a data range with headers in Excel, and using the Copilot sidebar, ask it to create the kind of chart or graph you’d like to see. Done. No fiddling around in menu bars or traversing the ribbon, just let the AI handle the job for you.
Sample prompt: Create a bar chart with data in the selected cells
Okay, you’ve got your PowerPoint presentation ready. But you’d like to add a little “say what you’re going to tell them, tell them, and then recap what you just told them” flavor.
With Copilot, you don’t need to write the executive summary on your own. Just ask it to summarize the presentation, and you’ll get a nice, clean bulleted list of key points. Paste it into the first slide or your notes to cover the first rule of good presentation.
Sample prompt: Summarize this presentation
“I’m an accountant, not an illustrator!” We’re paraphrasing Dr. McCoy, but the point is the same: Stick to what you’re good at. Especially when you’ve got Copilot by your side to handle the rest. If that big presentation could use some visual flair, head over to the Copilot sidebar again, click the three-bar menu, and select Visual Creator. Then set your imagination—if not your pen—free.
Enter in what you’d like it to draw, and Visual Creator will generate an image perfect for dropping into your PowerPoint. And you can prove that being a numbers person doesn’t mean your decks have to be boring.
Sample prompt: Create an image of a woman and a man dressed in business casual clothing, sketching a flowchart on a whiteboard
Any customer service rep knows how the same problems crop up again and again. Somebody found an issue with your product, and you’re anticipating a slew of tickets. Whether you’re fielding calls for help on the phone, via email, or through chat, you end up having to say the same thing over and over again.
But since you know in advance, you can use Copilot to write a script that can easily be tweaked to address the fix. With an easy script in hand, ready to read or paste, you’ll keep customers happy and your blood pressure down.
Sample prompt: Write a script to read to customers that call in with a problem using our product
Responding to a problem is pretty easy if you know the answer, but what if you don’t? Remember, Copilot is sitting on a wealth of knowledge spanning your entire M365 tenant. Sometimes if you’re a CSR on a call with a customer, they may ask a question you don’t know the answer to and hasn’t been documented yet.
Instead of putting them on hold, tracking down a product manager, and trying to understand what’s going on, pull up Copilot. It can quickly dig through all of the content it has access to retrieve an answer while you make small talk with your customer. They get their answer, and you get a new fix to add to your knowledge base.
Sample prompt: How do I fix a problem with model number EA2398 not starting up?
These are just a few specific Microsoft Copilot use cases, but there are plenty more specific to everyone’s job. But no matter what you do, it’s easy to learn how to get Copilot working for you. To find out just how, watch our on-demand webinar, Mastering Prompt Engineering for Microsoft Copilot. For more tips and tricks, best practices, and strategies, check out our Guide to Microsoft 365 Copilot . Happy querying!