Copilot: Microsoft’s New AI Companion for SMBs

Microsoft recently unveiled a new productivity solution, claiming it’s your new “executive assistant.” But what can Copilot do for my organization, and how will it enhance my workflows?  

According to the 2023 Work Trends Index, employees and leaders are ready to embrace artificial intelligence. It was found that leaders are more likely to leverage AI to boost productivity versus cutting headcount.64% of employees lack time and energy to do their job. 70% of employees are willing to delegate work to AI 

What Can Copilot’s Earliest Users Teach Us About Generative AI at Work? 

Perceived productivity gains: 

  • 71% saved time on mundane tasks. 
  • 68% of Copilot users improved the quality of their work. 
  • 86% said Copilot made it easier to catch up on what they missed. 

Impact on meetings, email, and writing: 

  • Copilot users were 29% faster doing a series of three tasks. 
  • A blind panel rated emails written with Copilot 18% clearer and 19% more concise. 
  • Copilot users were 27% faster pulling information from multiple sources. 

Role-specific pain points and opportunities: 

  • On average, Copilot for Sales users reported saving 90 minutes a week. 
  • Agents with Copilot had a 12% reduction in time spent resolving a case in Dynamics 365 Customer Service. 

Copilot boosts productivity and creativity. Respondents to the 2023 Work Index Special Report found Copilot helped them in three major categories: 

  1. Productivity and Speed 
  2. Quality and Creativity 
  3. Focus Time 

Are you aware that using Public AI exposes your data to potential risks? 

Microsoft Copilot keeps data safer. After signing in, data is encrypted and not seen by humans. With other run-of-the-mill AI tools, the language model with store and study your prompts, making them risky tools for sensitive business applications. With Copilot, prompts and answers are discarded at the end of a session. Data is not used to train the AI model. 

Why Copilot? 

Copilot uses powerful AI models, including GPT-4 for text, and DALL-E 3 for images. Copilot is transparent about its sources, citing the data behind its answers. There is no knowledge cutoff. Copilot provides up-to-date answers, that aren’t limited by the date of the AI model.  

Free Copilot? 

The free version of Copilot is available in Microsoft Edge, Windows, Copilot.Microsoft.com and Bing.com/chat. It’s also available in Google Chrome, with less robust capabilities. Copilot in Microsoft Edge garners the best performance. In Edge, Copilot offers commercial data protection, AI-powered search/answers/content generation, built-in templates for easier content creation, web page or PDF summarization, tab grouping, and easy switching for light/dark mode. 

  • Navigate to www.Bing.com/chat on your preferred web browser on your device. Ensure you’re signed in with your work account. You will know you are successfully signed in with your work account when you see a green Protected tag next to your credentials in the top right corner of your screen. If you’re not signed in with your work account, your data is not protected while using AI chat. 

How does Copilot operate within Microsoft 365 applications? 

Copilot for Microsoft 365 integrates AI assistance into familiar Microsoft 365 applications like Word, Excel, and PowerPoint. It leverages large language models (LLMs) and data context to offer suggestions, translate formulas, and generate content. Security and privacy are prioritized, with access limited to user-authorized data and robust checks in place. Here’s how it works: 

  1. Foundational Intelligence: Copilot’s underlying intelligence comes from large language models (LLMs). These models generate responses based on prompts you create. 
  2. Guided by Grounding: The models receive use-case-specific information through a process called grounding. When using the free version of Copilot, it’s grounded in information widely available on the web. 
  3. Transformative Power of AI: Copilot introduces an entirely new way of working by incorporating AI into your workflow. You can start with Copilot to explore what’s possible with AI plus the web, but you can also use tools that meet you where you are in your work, all while keeping your business safe and secure.

So, whether you’re drafting documents, creating spreadsheets, or designing presentations, Copilot offers suggestions and insights within your Microsoft 365 environment.  

How can Copilot make workdays more efficient? 

  • Summarize a long PDF. Turn a 20-page, jargon-filled PDF into 5 bullets using Copilot in Edge. 
  • Draft emails and social content. Use Copilot as your professional writer to draft emails, captions, and more.  
  • Generate images. Leave behind stock images and text-only reports in favor of custom-generated images for emails, or social.  
  • Learn new skills. Ask tailored questions for consolidated information across the internet. 
  • Get answers for specific and complex questions. Easily handle questions that require multiple data points or a degree of analysis.  

Microsoft Word Integration 

Microsoft Excel Integration 

Microsoft Outlook Integration

Microsoft Teams Integration

Concluding Thoughts 

In the rapidly evolving landscape of artificial intelligence, Microsoft Copilot has emerged as a game-changer for organizations seeking to boost efficiency and streamline workflows. As your new “executive assistant,” Copilot empowers users across various roles and tasks. Key takeaways from Copilot’s earliest users include productivity gains, impact on meetings, email, and writing, and role-specific benefits. With advanced AI models, data security, and transparency, Copilot is the ideal choice for enhancing productivity in the modern workplace.  

For more information on Microsoft Copilot, check out NetGain’s Copilot Resources and Information page: https://offers.netgainit.com/microsoft-copilot-resources 

If you’re ready to integrate Copilot into your workflows, book a meeting with us.  

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