Microsoft Copilot World (Microsoft 365, MS Purview)

Explore how Microsoft 365 Copilot embeds generative AI across Word, Excel, PowerPoint, Outlook, and Teams using Microsoft Graph. Data stays within your tenant, with security and privacy respected.

Trace how the m365 copilot architecture converts a user prompt into context from the graph API, uses plugins for data, and generates a summary via foundation model on Azure OpenAI.

Emphasize prompt engineering by crafting precise, context-rich prompts to guide Copilot, ChatGPT, and Gemini, detailing the goal, the context, the expectations, and the source to produce accurate results.

Explore chain of thoughts prompting, zero-shot and few-shot techniques, and best practices for shaping language model behavior, prompt structure, and reliable artificial intelligence configurations.

Explore the Microsoft Copilot licensing landscape, including free Copilot web, pay as you go, and monthly licenses for Copilot in Microsoft 365, with Microsoft Graph grounding and app integration.

Learn to start Copilot for web and work in the Microsoft 365 portal. Switch between web and work modes and query private data in OneDrive or SharePoint.

Draft a complete Word document with Copilot in Word by using specific prompts to create a generative ai internship job opening, including stipend, application details, and required skills.

Harness Copilot in Word to summarize long documents, extract main ideas with citations, answer questions, and identify market size, potential customers, marketing strategies, and differentiation.

Apply Copilot in Word to rewrite a paragraph and adjust tone, switching between casual and professional styles for a generative AI intern job description.

Visualize Word document text as tables with Copilot, turning ingredient lists into an ingredient and amount table and directions into an ingredients and instructions table.

Begin using Copilot in Excel to format a sales data table, generate data insights, identify outliers, and create pivot charts and graphs for order date, total, and item types.

Explore how copilot pro in excel sorts data by the total column, inserts a column for total times units, and highlights east-region rows in a hands-on lab.

Draft an end-to-end PowerPoint presentation on fruit juices using Copilot, including nutritional benefits and types, with Designer to customize templates.

Learn to edit and create slides in PowerPoint using Copilot, including adding slides after a specific slide and inserting images of orange juice and apples in a hands-on lab.

Learn how to create a PowerPoint presentation end-to-end from a Word document using Copilot for 365, including auto-generated slides and speaker notes, with the boiler vs furnace systems example.

Explore how Copilot summarizes PowerPoint presentations, drafts emails from slide content, and organizes decks by creating sections such as introduction and comparison and adding a switching and conclusion slide.

Learn to use Copilot in Outlook to summarize emails, draft messages from a prompt, and coach with Copilot to improve tone and add essential details.

Use Copilot in Outlook to summarize email threads, turning a two-email exchange about an education technology startup into a concise, combined summary of the invitation, response, and next steps.

Install and enable Copilot in Microsoft Teams by verifying licenses, downloading the Microsoft 365 Chat for Copilot extension, and enabling Copilot during meetings via calendar options or admin policies.

Copilot for Teams summarizes chat threads to capture key takeaways, including a Jet Wings proposal to Future Works Corporation for coffee machines, a 12,000 USD budget, and a Zoom call.

Explore how Copilot in teams delivers a comprehensive meeting view with or without transcription, summarizing discussions and key takeaways, such as a coffee machines deal, in a tabular format.

Explore how the researcher agent in Microsoft Copilot for 365 conducts in-depth research on the Microsoft Graph API, analyzes emails, and surfaces detailed Purview policy matches.

See an analyst agent in action performing data analysis on an uploaded Excel dataset, generating totals, insights, and charts with Python code in a sandbox.

Learn to manage prompts in Microsoft 365 Copilot with the prompt library, save and share domain prompts, and schedule prompts to run at set times and email you summaries.

Use the Copilot for M365 web app's describe tab to create a custom agent from natural language. Learn about global ESG frameworks such as ESIRS, BRSR, GRI, and TCFD.

Configure a new Copilot agent using the configure tab, grounding it in uploaded pdfs and SharePoint documents, enabling code interpreter and image generation tools for CarbonOps ESG.

Explore how Microsoft Purview establishes the information protection and governance layer for Microsoft Copilot and the 365 ecosystem, enabling discovery, classification, sensitivity labels, DLP, and multi-cloud risk management.

Explore information protection with Microsoft Purview, applying sensitivity labels and access control to documents in SharePoint. Learn how Copilot enforces labeling and restricted access across departments like Finance and HR.

Identify licensing requirements to integrate Microsoft Purview with Copilot for Microsoft 365, including need for an Office 365 E5 license and a Copilot for 365 license, since E3 won't suffice.

Explore information protection in Microsoft Purview through a lab. Learn to create and publish sensitivity labels, auto labeling, classifiers, and access controls with Copilot to protect data in Microsoft 365.

implement auto labeling policies in Microsoft Purview to automatically apply sensitivity labels to files and emails based on content like credit card numbers or social security numbers.

Demonstrates creating and testing an auto labeling policy in Microsoft Purview, applying the Futureworks finance department sensitivity label to Exchange emails, OneDrive, and SharePoint when gst numbers are detected.

Demonstrate data encryption within Microsoft Purview and Copilot, applying sensitivity labels to enforce access control and encryption at rest and in transit across Microsoft 365 content.

Learn to enable data encryption in Microsoft Purview by editing a PII sensitivity label, enabling access control, and configuring permissions to protect documents and emails.

Explore how Microsoft Purview enforces data loss prevention to block sharing sensitive info types, such as credit card numbers, outside the tenant, via application layer policies with alerts.

Demonstrates application-layer data loss prevention with a credit card policy in Microsoft Purview, blocking external sharing and triggering alerts. Learn to define sensitive info types, apply policies, and review alerts.

Discover how to view and drill into data loss prevention alerts and incidents across the Purview and Defender portals, with incident graphs, affected assets, and threat-hunting workflows.

Implement endpoint data loss prevention with Microsoft Purview to stop data exfiltration on compliant devices and block copy-paste or USB transfers of sensitive data.

This hands-on lab demonstrates configuring endpoint data loss prevention policies, onboarding devices, and applying a demo endpoint DLP policy to block sensitive content from being copied or uploaded.

Explore Microsoft Purview communication compliance for Copilot for M365, detecting, capturing, and responding to inappropriate messages with policy-driven governance, templates, and remediation workflows.

Shows how to create communication compliance policies in the Purview portal, using templates or a custom policy to monitor Copilot for Microsoft 365 interactions and detect GST numbers with OCR.

Learn insider risk management with Microsoft Purview, triaging alerts from policy and Defender signals, using HR data connector and adaptive protection to detect and respond to insider threats.

Explore how Microsoft Purview eDiscovery supports investigations into DLP policy violations by identifying data sources, applying legal holds to custodians, running keyword queries, and exporting evidence.

Learn to configure eDiscovery in Microsoft Purview, set administrator and manager roles, create premium cases, assign custodians, build data collections with keyword filters, and export review sets for investigations.

Learn how data lifecycle management with Microsoft Purview defines retention horizons and uses retention policies and labels to protect and preserve documents, exchange mailboxes, and Teams data.

Explore data lifecycle management in Purview by creating container-level retention policies for SharePoint and OneDrive, and document-level retention labels with labeling policies and auto labeling.

Explore data security posture management for AI workloads in Microsoft Purview, reviewing policies, recommendations, and governance across Copilot for M365, apps, and agents to prevent data leaks.

Learn to access Bing Copilot from the dashboard, sign in with a Microsoft account or work/school account, run prompts, switch topics, upload an image, and observe the 2000-token limit.

Bing Copilot offers more human-like, concise responses by using the Bing search index to condense information from multiple sites, unlike Google's link-based results.

Explore a multi-turn conversation with Bing Copilot in edge browser, using a cooking assistant to request a salsa recipe, tailor suggestions for a formal dinner, and apply recipe modifications.

Explore generating images with Bing Copilot in Edge. Prompt-based creation uses the DALL·E backend, with styles like pixel art or watercolor, and tools in Microsoft Designer for editing and downloading.

Practice using Microsoft Copilot’s conversation style to compare creative vs precise prompts, generating distinct image outputs and learning how tone affects realism in this hands-on lab.

Explore Copilot capabilities across the Dynamics 365 ecosystem with built-in demos and hands-on labs covering sales, marketing, finance, project service automation, customer service, operations, and field service.

Configure Copilot and AI capabilities in the Business Central portal with a Dynamics 365 subscription and admin access, and review Azure OpenAI-driven features like bank reconciliation.

Utilize Copilot in the Dynamics 365 business central portal to generate and tailor a marketing text for a desk, adjusting tone, format, and emphasis to emphasize reliability, style, or innovation.

Learn how to set up Copilot for sales in Dynamics 365, including tenant admin prerequisites and licensing options, with Viva Sales rebranded as Sales Copilot and pricing details.

Learn to use Copilot in Dynamics 365 for sales to summarize leads and opportunities, extracting key details such as lead source, potential, account revenue, competitors, and opportunity revenue.

Use Copilot for sales in Outlook to automatically save email threads to a Dynamics 365 sales opportunity, automating email tracking and boosting efficiency.

Demonstrate how Copilot for sales in Outlook summarizes a customer email thread and drafts a formal reply, with options to save to Dynamics 365 and schedule a Zoom call.

Create a saved contact in Dynamics 365 directly from an Outlook email using Copilot for Sales to capture the sender and view the mail trail.

Copilot for sales analyzes email threads in Outlook to update Dynamics for sales opportunities, such as changing budget from 12,000 to 10,000 and adjusting purchase timeframe to next year.

Copilot for sales analyzes your Microsoft Teams meetings by ingesting transcription and recording, then generates a summary with highlights, follow-ups, the recording, and the transcript.

install and set up Copilot for finance, integrate it with Outlook, Excel, and Dynamics 365 for finance online portal, and review licensing during public preview.

Copilot for finance analyzes an outlook email to summarize a 10,000 USD deal with Future Works Corporation for three coffee machines and generate the invoice, payment schedule, and tax documentation.

Use Copilot for Finance in Outlook to generate email summaries and draft replies, customize tone and length, and regenerate drafts to craft timely, professional responses within two days.

Draft an Outlook email from scratch with Copilot for Finance, set the recipient and tone, and outline finance procedures to close the Future Works Cooperation deal in about two days.

Learn how Copilot for finance connects to your ERP and creates a new saved Outlook contact directly from email, streamlining contact management without switching between apps.

Reconcile budget and bank statement data in Excel with Copilot for finance, using two tables and a reconciliation report to identify matching transactions, discrepancies, and unmatched items.

Explore Azure Copilot, an Azure AI assistant that crafts Azure CLI commands, Kubernetes YAML, API management policies, and ARM templates; diagnose costs, configure virtual machines, troubleshoot apps, and secure storage.

Discover how Azure Copilot generates KQL queries in the Azure Resource Graph Explorer to list resource groups and their resources, including Linux-based VMs, and download results as CSV.

Azure Copilot guides you to create a low-cost, highly available virtual machine, with auto shut down, Azure Spot options, and size choices, including multi-zone deployment and load balancing.

Explore Azure Copilot to build and deploy web apps on Azure, compare Azure App Service, Azure Kubernetes Service, and Azure Virtual Machines, and generate ARM templates.

Discover how Azure Copilot runs security and resiliency checks on a storage account, offering recommendations like private endpoints, firewall restrictions, versioning, resource locks, and point-in-time restore.

Learn how Azure Copilot helps troubleshoot deployed web apps on Azure App Service by guiding you to targeted tools to diagnose web app down issues, slow performance, and memory dumps.

Explore how Azure Copilot generates Azure CLI scripts to deploy web apps and AKS, including resource groups, app service plans, private endpoints, and DNS configurations.

Use Copilot for Azure to author and edit API management policies, generate rate-limiting policies with renewal periods, and get plain-language explanations to apply to the Echo API.

Demonstrates generating a Kubernetes YAML file with Azure Copilot, including front-end service on port 8080 and a web app deployment with three replicas on port 80, using industry best practices.

Learn how Azure Copilot analyzes costs, identifies spikes and spends over the past six months, and suggests cost reductions via advisor pane, including right-size, scale on demand, and reserved instances.

Explore compound ai systems and ai agents, their planning orchestrator, and how Copilot Studio and Azure AI Foundry enable domain-specific agents to extend Microsoft Copilot.

Empowers citizen developers to build and extend agents with a unified, low-code platform, connecting to 1200+ data connectors and prototyping workflows for the Microsoft 365 Copilot ecosystem.

Navigate Copilot Studio licensing options, including pay-as-you-go and a 25,000 credits monthly commitment, with free trials, credit-based pricing, and usage tracking through labs and pilots.

Explore Copilot Studio basics: sign in, environments, and creating embedded or standalone agents and flows, using natural language queries, Power Automate workflows, and tools like REST APIs and custom connectors.

Explore how the generative orchestration engine in Copilot Studio enables agentic planning by dynamically sequencing tools and plugins based on user intent.

Create a web grounded standalone agent in Microsoft Copilot Studio by configuring knowledge sources, triggers, and prompts, then publish to Teams and Microsoft 365 Copilot.

Create a SharePoint embedded agent for the Microsoft 365 Copilot experience using CarbonOps HR and remote work documents as the knowledge base, with on behalf of authorization flow and citations.

Compare embedded and standalone Copilot Studio agents in Microsoft 365, showing embedded agents use the same chat with contextual assistance, while standalone opens a separate tab with enterprise knowledge.