Teaching Prompting and Prompt Sharing to End Users.pptx

How to teach M365 Copilot and M365 Copilot Chat prompting to your colleagues. Presented at the Advanced Learning Institute's "Internal Communications Strategies with M365" event on February 27, 2025. Intended audience: Internal Communicators, User Adoption Specialists, IT.

1. Teaching Prompting and Prompt Sharing For M365 Copilot and M365 Copilot Chat February 26, 2025 Michael Blumenthal, MVP Microsoft Product Manager NORC

2. Michael Blumenthal Microsoft Product Manager @ NORC Service Management + User Adoption for M365 Champions Program leader I help people work together better. Microsoft MVP (10 years) Leading NORC on its M365 Copilot journey.

3. Agenda Agenda 01 What are we Prompting? 02 How to Teach People To Prompt 03 Sharing Examples 04 Practicing

4. Microsoft’s 3 AI Tools for End Users

5. Three AI Tools from Microsoft M365 Copilot Chat AI Assistant for Web Content Works with Existing O365 E1 & M365 E3/E5 licenses Unlicensed: No Copilot License M365 Copilot AI Assistant for Web and Corporate Content Copilot Chat And in Office Apps Copilot License Most Training Materials Teams Premium Add-on that does AI note taking and more Teams Premium License New Naming as of Jan 15, 2025

6. BEFORE M365 Copilot Chat ( Unlicensed ) Answers based on Web Content No access to corporate data unless YOU attach a file No additional cost beyond existing Microsoft 365 licensing

7. NOW M365 Copilot aka Biz Chat Web Answers based on Web Content No access to corporate data unless YOU attach a file M365 Copilot License

8. Now M365 Copilot aka Biz Chat Work Direct access to only the corporate data that YOU have access to Answers based on Web and Work content M365 Copilot License

9. Access BizChat https://m365.cloud.microsoft/ chat https://m365.cloud.microsoft is the new https://office.com

10. M365 Copilot Chat has two entry points. M365 Copilot has many. Use M365 Copilot Chat by going to Biz Chat Web at https://m365.cloud.microsoft/chat Copilot Pane in Edge Use M365 Copilot by going to Biz Chat Web or Work at https://m365.cloud.microsoft/chat Word Excel PowerPoint OneNote Outlook Teams Forms Whiteboard Edge OneDrive SharePoint

11. M365 Copilot in Office (M365 Apps) Button on the Ribbon in each Office App (Desktop or Web)

12. https://copilot.microsoft.com/ The consumer experience does not provide EDP! E nterprise D ata P rotection

13. Teaching Colleagues Prompting

14. Teaching Prompting

15. Aligns to Prosci ADKAR

16. Teaching Prompting

17. Examples What can Copilot, an “AI Assistant”, Do?

18. The art and science of prompting Prompts are how you ask Copilot to do something for you — like creating, summarizing, editing, or transforming . Think about prompting like having a conversation, using plain but clear language and providing context like you would with an assistant. Learn about projects and concepts: "What is [Project X] and who are the key stakeholders working on it?" Edit text: "Check this product launch rationale for inconsistencies." Transform documents: "Transform this FAQ doc into a 10-slide onboarding guide." Summarize information: "Write a session abstract of this [presentation]." Create engaging content: "Create a value proposition for [Product X]." Catch-up on missed items: "Provide a summary of the updates and action items on [Project X]." Tell Copilot what you need Example

19. How can Copilot help you with your work? Recap a meeting Draft an email with notes and action items from meeting Summarize an email thread Click on the Summarize icon Draft an email Draft an email to [name] that informs them that Project X is delayed two weeks. Make it short and casual in tone. Summarize a document Give me a bulleted list of key points from file Tell me about a topic/project Tell me what's new about topic organized by emails, chats, and files? Give me some ideas for … Suggest 10 compelling taglines based on file Help me write… Generate three ways to say [x] What did they say … What did person say about topic Example

20. Top 10 to try first with Copilot for Microsoft 365 Foundational skills for new users Recap a meeting – let Copilot keep track of key topics and action items so you can stay focused during the meeting and avoid listening to the recording after. 1 Draft an email with notes and action items from meeting Summarize an email thread – get quickly caught up to a long, complex email thread. 2 Click on the Summarize icon Summarize a document – get right down to business by summarizing long documents and focusing on the relevant sections. 4 Give me a bulleted list of key points from file Tell me about a topic/project – provide insights and analysis from across multiple sources to get up to speed quickly. 5 Tell me what's new about topic organized by emails, chats, and files? Give me some ideas for … – boost your creativity with ideas for your work such as agendas, product names, social media posts, etc. 6 Suggest 10 compelling taglines based on file What did they say … – when you vaguely remember someone mentioning a topic, have Copilot do the research. 8 What did person say about topic Translate a message – with business becoming increasingly international, it’s important to be able to read or write messages in other languages. 10 Translate the following text into French: Draft email – personalize the tone and length. 3 Draft an email to [name] that informs them that Project X is delayed two weeks. Make it short and casual in tone. Revise this content – when you’ve got a rough draft of an idea, turn it into usable text and then vary the length and tone. 9 Rewrite with Copilot For more prompts, visit Copilot Lab at: aka.ms/ CopilotLab Help me write … – jumpstart creativity and write and edit like a pro by getting a first draft in seconds. 7 Generate three ways to say [x] Example Copilot Prompt Gallery

21. The art and science of prompting Goal What response do you want from Copilot? Context Why do you need it and who is involved? Which information sources or samples should Copilot use? Source How should Copilot respond to best meet your expectations? Expectations 2. Include the right prompt ingredients To get the best response, it’s important to focus on some of the key elements when phrasing your Copilot prompts. Goal Context Source Expectations Tool GCSE

22. The art and science of prompting Goal What response do you want from Copilot? Context Why do you need it and who is involved? Generate 3-5 bullet points Which information sources or samples should Copilot use? Source How should Copilot respond to best meet your expectations? Expectations To get the best response, it’s important to focus on some of the key elements when phrasing your Copilot prompts. Generate 3-5 bullet points to prepare me for a meeting with Client X to discuss their “Phase 3+” brand campaign. Generate 3-5 bullet points to prepare me for a meeting with Client X to discuss their “Phase 3+” brand campaign. Focus on Email and Teams chats since June. Generate 3-5 bullet points to prepare me for a meeting with Client X to discuss their “Phase 3+” brand campaign. Focus on Email and Teams chats since June. Please use simple language so I can get up to speed quickly. 2. Include the right prompt ingredients

23. Copilot teaches you how to speak Copilot Introducing the One Prompt: I want you to become my Prompt engineer. Your goal is to help me craft the best possible prompt for my needs. The prompt will be used by you, copilot. You will follow the following process: 1. Your first response will be to ask me what the prompt should be about. I will provide my answer, but we will need to improve it through continual iterations by going through the next steps. 2. Based on my input, you will generate 2 sections. a) Revised prompt (provide your rewritten prompt. It should be clear, concise, and easily understood by you) b) Questions (ask any relevant questions pertaining to what additional information is needed from me to improve the prompt). 3. We will continue this iterative process with me providing additional information to you and you updating the prompt in the Revised prompt section until I say we are done.

24. Prompt Coach

25. More Learning Resources Copilot Academy in Viva Learning - https://aka.ms/copilot-academy Copilot Adoption - https://adoption.microsoft.com/en-us/copilot/ Copilot Prompt Gallery - https://copilot.cloud.microsoft/en-US/prompts/all Learn.Microsoft.com - first 2 modules of the Intro to Copilot training (~1 hour)

26. Sharing Copilot Prompts Internally

27. Share Examples

28. Share Good Prompts in Prompt Buddy

29. Prompt Buddy Pros & Cons Pros Private collection for your org Organized by app and department Pretty and Easy to use Customizable Free Cons Requires letting users use PowerApps in Teams Lives in one Team only Prompt Gallery will catch up Alternatives: OneNote Microsoft List https://aka.ms/getpromptbuddy

30. Prompt Sharing Ideas for Internal Comms Prompt of the Week

31. Make Time To Practice

32. Prompt-a-thon: An event where people practice prompting and develop high-value prompts Details: Copilot prompt-a-thon – Microsoft Adoption Prompting Prompting

33. Teaching Prompting In Review

34. Thank you Questions? To connect with me on LinkedIn, in your note, mention that you saw this session! [email protected] Michael Blumenthal, MVP https://bit.ly/MBB-LI bit.ly/MBB-LI