Microsoft 365 Copilot App: Tips & Tricks

Objective

Class Notes / Feature Overview

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Getting Started

• You don’t need a paid subscription to try Microsoft 365 Copilot.
• Access from Microsoft365.com with any Microsoft account, even free accounts.
• Use Word, Excel, and PowerPoint in-browser for free.

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Key Features & Tips

1. Unified AI Workspace

• Copilot brings together Word, Excel, PowerPoint, and integrates AI to streamline your workflow.

2. AI-Powered Notebooks

• Gather related content (chats, notes, links, files) into digital notebooks.
• Use notebooks as workspaces — e.g., for projects like a spring pop-up event.
• Ask Copilot to summarize, such as creating a podcast overview or event recap.

3. Knowledge Base Creation

• Add documents, chats, pages, product info, etc., to notebooks.
• The more information Copilot has, the smarter and more personalized its responses.

4. Brand Kit & Visual Creation

• Use the “Create” app to set up a brand kit (logo, colors, fonts).
• Instantly generate branded graphics: flyers, infographics, social posts, etc.
• Anyone can design polished materials, regardless of design skill.

5. Saving & Reusing Prompts in Copilot Chat

• Frequently used prompts can be saved inside Copilot Chat for quick reuse.
• Save prompts to your gallery; share with teammates.

6. HTML/Code Assistance (No Coding Needed)

• Ask Copilot Chat to generate HTML (e.g., a ticker banner).
• Preview and tweak generated code directly in Copilot before use.

7. Content Creation & Editing with Pages

• Generate blog posts, proposals, product/descriptions via Copilot.
• Use the “Pages” feature to edit, reformat, and collaborate on generated content.
• Share live Pages with your team (no email attachments needed), enabling real-time collaboration.

8. Data Insights with Spreadsheets

• Pull spreadsheets directly into Copilot.
• Ask for summaries, visualizations, or charts without needing to build formulas (e.g., bar chart showing weekly sales by product).

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Bonus Tips

• Use forward slash [ / ] to quickly bring in notebooks, pages, or spreadsheets.
• Share Copilot Pages live to keep teams aligned and editing collaboratively in Teams or Outlook.

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Closing

• These practical tips help you maximize productivity with Microsoft 365 Copilot.
• Share additional tricks in the comments and subscribe for more tips.

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Summary Table

| Feature | Benefit | Example Use | |-------------------------|-----------------------------------------|---------------------| | Notebooks | Organize content, AI summaries | Event overview | | Brand Kit / Visuals | Branded design creation | Flyers, posters | | Prompt Saving | Efficiency, reuse, teamwork | Sales summaries | | HTML/Code Generation | Quick web elements, no coding needed | Promo banners | | Pages Collaboration | Real-time shared editing & publishing | Blog posts, plans | | Spreadsheet Analysis | Instant data insights & visuals | Sales by product |

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