(Amber Plumb interviewing Michael Morales and Allison Sweet) 

The power of M365 Copilot is transforming the way our support team operates, making us more productive and efficient than ever before. By leveraging the advanced capabilities of M365 Copilot, we can streamline our workflows, provide faster and more accurate assistance to our customers, and ultimately enhance the overall customer experience. Our team is utilizing M365 Copilot in various innovative ways to ensure we deliver top-notch support and stay ahead in the ever-evolving digital landscape. 

Hi Michael – What is your role at Microsoft? 

I’m a Principal Escalation Engineer for Copilot, I work towards ensuring our customers have the best possible support experience using Copilot and engaging with our engineering teams when necessary.   

Can you share one of your favorite prompts when using Copilot for Microsoft 365 in your daily work? 

The setup: 

I like to prepare for my meetings the day before, so I asked Copilot to list out my meetings in a bulleted format.  Then, I copy the list to OneNote to write notes for each meeting. 

Here is the prompt: 

 ”I am preparing for my Monday meetings. I would like to have all my Monday meetings organized in chronological order in a simplified view. Looking at my calendar, provide heading that says “Monday” and under the heading using the title of the meeting for the main bullet. Add each attendee up to 10 attendees as sub bullets. Do not include the time of the meeting.” 

Here’s a snippet of the output, which I copy to OneNote and jot down top-of-mind questions or things I want to discuss in the meeting.  Takes 5 min usually, and having this list helps me organize my thoughts.  Copilot saves me time because I don’t have keep going from my Calendar back to OneNote to write down each meeting title in chronological order. 

Output:  
Here are your meetings, tasks, and activities for the upcoming Monday, along with specific actions you should take to prepare, including documents for review: 

Meeting/Task/Activity 

Preparation Action 

Microsoft Teams Premium features review[1] 

Familiarize yourself with the Green room feature and meeting options. 

Copilot & Microsoft Teams Rooms presentation[2] 

Review the standard materials provided in the presentation deck. 

V-Team Meeting[4] 

Prepare for the workstream tables discussion and the V-Team structure review. 

Champion meeting[5] 

Understand the event plan and the Copilot Daily Habits session. 

FY25 H1 News Review Planning[6] 

Look into the Copilot Studio “agents” public preview and the D365 Copilot updates. 

Release Planning and Ops Readiness review[7] 

Check the Copilot Diagnostic Update and the Copilot Extensibility Support progress. 

FY25 Security CSU Landing Deck discussion[8] 

Go through the Security CSU content and the QuickStarts for deeper readiness. 

CX Staff Meeting[9] 

Review the program management and health review processes. 

2nd AI and Productivity Report analysis[10] 

Study the report on the benefits of AI integration in the workplace. 

Prompt Purpose:  

It’s Friday, you want to relax over the weekend, but you don’t want any surprises on Monday morning.  Here’s a quick check of what’s coming on Monday so you can see what and how much preparation might be needed after the weekend. And relax. 

Prompt:  

“List my meetings, tasks and activities for this coming Monday in a table. In a second column, recommend any specific actions I should take to prepare for the meetings, for example if there are documents supplied for review; also provide the links.” 

But then the question I had was can I save the prompt for later use?  And the answer was yes.  Here’s the way to save your prompt below.  I found this very helpful. 

You can save your Copilot prompts for later use. Here’s how you can do it: 

1.  Navigate to Microsoft365.com/chat. 

2.  Write your prompt in the input box, hit enter to allow your prompt to run. 

3.  After the response loads, hover over the prompt and click “Save prompt”. 

4.  Give your prompt a title and click on the “Save” button. 

5.  Your prompt will be saved in your Copilot Lab. You can view your saved prompts in BizChat or by navigating to the Copilot Lab website and clicking on the “Prompts to Try” tab.  

Copilot: 

Hi Allison – What is your role at Microsoft?  I am a Senior Technical Advisor, working closely with the Copilot support leadership team. 

Can you please share one of your favorite prompts when using Copilot for Microsoft 365 in your daily work? 

Hey Everyone – sharing this Copilot tip to help with meeting summaries.  

I use this to help consolidate notes from our business review meetings. With a lot of different speakers, it’s handy to be able to go back and ask Copilot for a summary specific to a person / topic. I prefer this method over the overall Copilot summary because I can go back and filter for specific points to include within the MBR notes. 

I’m using the Copilot Extensibility meeting as an example below: 

First step is to double click on a meeting. 
Click on the ‘recap’ tab and form there you’ll see the ‘Copilot’ button on the right 

Here is where you can ask Copilot to help summarize specific speakers and/or topics. 
For this example, I asked Copilot to help summarize in 2-3 bullets what Amber spoke about regarding Copilot + Extensibility. 

Lastly, if you’re looking to have some fun with your team, try the following prompt: 

Prompt: Look at my Teams chats, meetings and emails I’ve sent in the last [two weeks]. 

Based on the above analysis, what Star Wars character would represent my style of work best, and why? 
What would my abilities and personality flaws be? Can you format that as a Star Wars character dossier for me? 

Also give me a Star Wars character friend group based on my recent interactions with my current top [five] collaborators. 
Provide them with different types of Star Wars characters, include their real name, Star Wars type, home planet, strengths and weaknesses, and why they are my friends and how they help me in my work here at Microsoft. Also identify my rival based on recent interactions with my colleagues and a short story of how we became nemeses but ended up being friends. 

List my real name [I am a he/him], my most similar existing Star Wars Character, and include the rest of the information formatted and edited in a dossier style. 

Output (subset): 

Amber Plumb’s Star Wars Character Dossier 

Real Name: Amber Plumb 
Star Wars Character: Princess Leia Organa 
Home Planet: Alderaan 

Abilities: 

Leadership: You are a strong leader, skilled diplomat, and fierce fighter. You have a keen sense of justice and a passion for freedom. 
Diplomacy: You are not afraid to speak your mind and challenge authority. 
Strategic Thinking: You excel in planning and executing complex strategies. 

Personality Flaws: 

Stubbornness: Your determination can sometimes come across as stubbornness, making it difficult to compromise. 
High Expectations: You set high standards for yourself and others, which can lead to frustration when things don’t go as planned. 

 About the Authors 

@Amber Plumb is a Support Planner on the CSS Modern Work Supportability team focused on Copilot, Viva Suite and other Microsoft 365 applications.  

Michael Morales is a Principal Escalation Engineer in CSS focusing on Copilot for Microsoft 365.  

Allison Sweet is a Senior Technical Advisor in CSS currently focused on Copilot for Microsoft 365.  

The CSS Modern Work Supportability Team delivers innovative self-help solutions and diagnostics, in-service enhancements, and support programs to help customers get maximum value from their Microsoft 365 commercial subscriptions and create an easy-to-use, connected support experience. 

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