Microsoft Copilot Full Course: Beginners Tutorial

Microsoft Copilot Full Course: Beginners Tutorial

Introduction

The introduction provides an overview of the video content, focusing on Microsoft Co-Pilot and its features.

What is Microsoft Co-Pilot?

  • Microsoft Co-Pilot is a generative AI tool that uses natural language to assist in daily tasks.
  • It has real-time access to information through Bing, aiding in tasks like correcting grammar errors, shortening emails, and generating ideas.

Comparison with Chat GPT

  • Microsoft Co-Pilot is likened to a search engine tool integrated with Microsoft 365 apps behavior.
  • Chat GPT, on the other hand, focuses more on conversational interactions with a robot for various tasks like composing essays or emails.

Features and Functionality

This section delves into the differences between Microsoft Co-Pilot and Chat GPT in terms of features and functionality.

Feature Comparison

  • The free version of Chat GPT uses GPT version 3.5 while Microsoft Co-Pilot utilizes GPT version 4 for enhanced capabilities like image analysis.
  • Custom instructions in Chat GPT allow personalization by providing details about oneself or preferences.

Conversation Styles

  • Microsoft Co-Pilot offers conversation style options such as creative, balanced, or precise chats for different contexts.
  • Chat GPT lacks this feature but provides both free and pro versions with distinct functionalities.

Paid vs. Free Versions

This part discusses the differences between the paid and free versions of both tools along with data protection measures.

Version Differentiation

  • Both free versions offer foundational capabilities similar to each other.
  • Businesses and individuals benefit from commercial data protection ensuring privacy of interactions with the tools.

Paid Version Benefits

  • The paid version at $20 per month provides additional powerful features beyond the foundational capabilities.

Demonstration

A demonstration showcases how to use Microsoft Co-Pilot's features through a practical example on its website.

Practical Example

  • On visiting co-pilot.microsoft.com, users can experience AI-powered assistance similar to Chat GPT for various tasks like creating poems or generating content.

Detailed Overview of Microsoft Co-Pilot Features

In this section, the speaker discusses the features and differences between the free and paid versions of Microsoft Co-Pilot, highlighting the capabilities and benefits of upgrading to the Pro version.

Free vs. Paid Versions

  • The main difference between the free and paid versions lies in the technology behind them. The free version operates on GPT 3.5, while the paid version utilizes GPT 4, offering increased accuracy, memory, and analytical capabilities.
  • The paid version (GPT 4) enables advanced functionalities such as image analysis for providing answers based on images, making it a more robust option compared to GPT 3.5 in the free version.
  • Upgrading to Microsoft Co-Pilot Pro grants access to Co-Pilot across various Office 365 applications like Outlook, PowerPoint, Excel, Word, and Microsoft OneNote.

Installation Process and Usage

  • To install Co-Pilot Pro, users need to visit the official website provided by Microsoft and follow the prompts for account login and payment processing.
  • After installation, users can access Co-Pilot within Microsoft Excel by updating their license and enabling it through account settings. Similarly, it can be activated in other Office apps like Word seamlessly.

Optimizing Prompts for Effective Communication with Microsoft Co-Pilot

This segment delves into crafting effective prompts for maximizing results with Microsoft Co-Pilot by emphasizing context specificity and structured communication.

Crafting Effective Prompts

  • Providing detailed context in prompts significantly influences Co-Pilot's responses. Generic prompts yield broad results lacking specificity; tailored prompts generate more relevant outcomes aligned with specific needs.
  • Comparing two prompt examples—one generic ("What can I do in Paris?") versus detailed ("Nicest things to do in Paris with family including kids aged 5 & 7 for 4 days")—illustrates how context-rich prompts yield more personalized recommendations.
  • Tailoring prompts based on context is crucial; analogous to real-life scenarios where details alter interpretations significantly. Structured prompts following a hierarchy enhance communication efficacy with Co-Pilot.

Perfect Prompt Formula (GC Formula)

  • The GC Formula outlines four key elements: Goal (determining desired outcome), Context (providing situational details), Expectation (specifying response criteria), Source (indicating information sources).
  • Crafting structured prompts using these elements enhances coherence and relevance of responses from Co-Pilot across various contexts like travel planning or professional correspondence.

Utilizing Secret Prompt Formula for Enhanced Results

Exploring a secret prompt formula—GC Formula—focusing on goal setting, contextual framing, expectation definition, and source specification to optimize interactions with Microsoft Co-Pilot.

Secret Prompt Formula Elements

  • Contextual framing plays a pivotal role in prompting strategies by defining why information is needed and who is involved. Expectations guide responses towards desired outcomes tailored to specific requirements.
  • Specifying sources directs Co-Pilot towards relevant data pools for generating accurate responses. Utilizing this formula enhances productivity across tasks like email drafting or research-based inquiries within Microsoft apps.

Source and Contextual Prompts

In this section, the speaker discusses how different prompts can influence the responses generated by Copilot based on various contexts and sources.

Analyzing Different Prompts

  • When prompted to draft an email for a trip to Paris for 60-year-old travelers with no experience, Copilot tailored the response to include more elder-friendly activities like visiting cafes and the Eiffel Tower.
  • Changing the source context to articles more than six years old led Copilot to provide additional activities but failed to bold them as requested. The tool also struggled with identifying sources accurately.
  • Shifting the audience context to younger travelers with experience resulted in a very friendly email suggestion from Copilot, showcasing adaptability based on prompt variations.

Excel Integration and Functionality

This part delves into using Copilot within Excel, highlighting its features, limitations, and functionalities.

Utilizing Copilot in Excel

  • Copilot in Excel is currently in preview mode, allowing users to provide feedback. It's essential to save workbooks on OneDrive for optimal functionality.
  • Specific questions are crucial when interacting with Microsoft Copilot in Excel. Data formatting as a table enhances usability, enabling features like data analysis suggestions.
  • Converting data into tables facilitates copious functions within Excel. Users can convert data manually or let Copilot suggest conversion options for seamless integration.

Data Analysis with Copilot

This segment explores how Copilot assists in analyzing data sets within Excel through insightful chart recommendations.

Data Analysis Recommendations

  • By requesting total sales by category as a column chart, Copilot swiftly generates a pivot chart showcasing sales figures effectively sorted for clarity.

Understanding Co-Pilot's Functionality

In this section, the speaker explores the functionality of Co-Pilot in generating pivot tables and responding to user prompts.

Exploring Playtime Workshop Results

  • The speaker expresses uncertainty about the results of the Playtime Workshop and highlights a lack of clarity regarding the specific actions taken by Co-Pilot.

Generating Pivot Tables with Co-Pilot

  • Demonstrates refreshing prompts to explore total sales for products while excluding specific items like Beyonce's Barrett.
  • Discusses how Co-Pilot automatically creates basic pivot tables, simplifying the process for users unfamiliar with pivot table creation.

Understanding Filtered Data in Pivot Tables

  • Raises concerns about potential confusion caused by label filters applied by Co-Pilot, emphasizing the importance of clear data presentation.

Limitations of Co-Pilot with Pivot Tables

  • Notes that Co-Pilot cannot directly interact with pivot tables, limiting its functionality in analyzing and manipulating existing pivot table data.

Enhancing Data Analysis with Co-Pilot

This segment delves into requesting specific data visualizations from Co-Pilot and exploring its capabilities in responding to complex queries.

Requesting Top Products Visualization

  • Requests a bar chart displaying the top five products based on sales, encountering limitations due to Co-Pilot's inability to handle multiple requests simultaneously.
  • Examines generated pivot tables showcasing top products based on sales criteria set by the user.

Exploring Percentage Calculation Feature

  • Seeks assistance from Co-Pilot in calculating percentages of sales by product line, highlighting challenges faced when formulating complex queries.
  • Receives guidance on calculating percentage of total sales for each product using a formula suggested by Co-Pilot.

Utilizing Advanced Features of Co-Pilot

This part focuses on leveraging advanced features such as adding custom columns and exploring unique functionalities offered by Co-Pilot.

Adding Custom Columns for Analysis

  • Demonstrates adding a sales percentage column through a guided process facilitated by Co-Pilot, enhancing data analysis capabilities within the spreadsheet.
  • Explores additional functionalities like comparing sales figures and percentages through custom column additions initiated by user requests.

Leveraging Unique Data Insights

  • Showcases how unique insights can be derived using specialized functions provided by Co-Pilot, such as extracting specific data related to celebrity hats categories.
  • Highlights an innovative feature where recent year sales data can be easily extracted without manual sorting or complex formulas, streamlining analytical processes within spreadsheets.

Detailed Excel and Word Usage with Co-Pilot

In this section, the speaker discusses using Co-Pilot in Excel and Word to enhance productivity and streamline tasks.

Excel Usage with Co-Pilot

  • Conditional formatting issues due to column data types -
  • Conditional formatting works based on numbers; difficulties arise when dealing with non-numeric data.
  • Basic functionalities of Co-Pilot in Excel -
  • Sorting data based on a specific criterion may not always yield the desired results.
  • Ease of use for intermediate Excel users -
  • Co-Pilot features may not significantly benefit experienced users but could be helpful for managing large datasets efficiently.

Word Usage with Co-Pilot

  • Creating a resume using Microsoft Word and Co-Pilot -
  • Demonstrates generating a professional resume quickly by leveraging Co-Pilot's capabilities in Microsoft Word.
  • Resume generation process and customization options -
  • Shows how Co-Pilot assists in summarizing professional experiences effectively while allowing for personalization and modification.
  • Tailoring content for specific contexts and requirements -
  • Discusses how Co-Pilot can adapt generated text to suit different purposes, such as job applications or presentations.

Enhanced Document Creation with Microsoft Co-pilot

This segment explores advanced features of Microsoft Co-pilot for document creation and editing within Microsoft Word.

Advanced Document Creation

  • Utilizing existing documents as templates for new content creation -
  • Demonstrates the ability to generate new documents based on existing ones, streamlining the document creation process.
  • Simplifying data visualization through tables -
  • Shows how Co-pilot facilitates creating visually appealing tables from complex data sets with minimal effort.

Efficiency Boosting Features of Microsoft Co-pilot

The speaker highlights additional efficiency-enhancing features of Microsoft Co-pilot that aid in streamlining work processes.

Time-saving Functions

  • Summarizing lengthy documents quickly for efficient review -

Creating PowerPoint Presentations with Microsoft Co-Pilot

In this section, the speaker demonstrates how to create PowerPoint presentations using Microsoft Co-Pilot from a Word document.

Creating Presentation from Word Document

  • Click on "Share" in the Word document.
  • Select "Copy Link."
  • Paste the link in a new presentation file.
  • Ask Co-Pilot to create a presentation from the file.
  • Encounter an issue with validating the Co-Pilot license.

Exploring Features of Microsoft Co-Pilot for Presentations

The speaker discusses potential future features of Microsoft Co-Pilot and showcases examples of creating presentations effortlessly.

Future Features and Presentation Creation

  • Speculates that personal licenses may soon access similar features.
  • Demonstrates creating a presentation about an AI tool effortlessly.
  • Adds personal touches like logos not available in Co-Pilot's library.

Utilizing Microsoft Co-Pilot for Business Presentations

The speaker showcases how Microsoft Co-Pilot can assist in generating detailed business presentations quickly and accurately.

Generating Business Presentation

  • Requests a presentation about a software company, Poco, focusing on its financing details.
  • Receives accurate information about Poco's Series B funding led by an American firm.
  • Highlights the power of quickly summarizing information for client presentations.

Enhancing Email Composition with Microsoft Co-Pilot

The speaker demonstrates how to use Microsoft Co-Pilot to draft emails efficiently and explores various options available during email composition.

Drafting Emails with Co-Pilot

  • Invites David to a training session using generated text by Co-Pilot.
  • Customizes email tone and length preferences within the drafting process.

Challenges and Potential of Microsoft Co-Pilot AI Tool

The speaker reflects on challenges faced while using Microsoft Co-Pilot, highlighting areas where improvements are needed for accuracy.

Reflection on AI Tool Usage

  • Acknowledges discrepancies in generated content related to event dates.

Detailed Overview of Microsoft Word Features

In this section, the speaker discusses the capabilities of Microsoft Word, highlighting its versatility in handling various tasks beyond traditional word processing.

Exploring Microsoft Word Features

  • Microsoft Word serves as a comprehensive tool that combines multiple functionalities into one platform.
  • Users can utilize features like Co-Pilot to perform tasks similar to those in Word, PowerPoint, and more within a single interface.
  • The software enables users to create summaries, draft to-do lists, and outline pros and cons on various topics efficiently.