Introduction xxi -- Part I Understanding and Using Copilot 1 -- Chapter 1 Introduction to Artificial Intelligence 3 -- The Importance of AI 4 -- Foundations of AI 5 -- Real-World Applications of AI 6 -- Impact of AI on Various Industries 7 -- Healthcare Industry 7 -- Manufacturing Industry 8 -- Finance Industry 9 -- Case Studies of Successful AI Implementations 10 -- Ethical Considerations 12 -- Responsible Use of AI 13 -- Future Ethical Considerations 14 -- AI and Society 15 -- Public Perception and Acceptance of AI 16 -- The Future of AI 16 -- Potential Advancements and Breakthroughs 16 -- Preparing for an AI-driven Future 17 -- Conclusion 18 -- Chapter 2 Introduction to Microsoft 365 Copilot 19 -- Microsoft 365 Copilot—Your Personal AI Assistant 19 -- Differences from Other Chat-based AI Personal Assistants 21 -- Fitting Microsoft 365 Copilot into a Day-to-day Routine 21 -- Prompt Generation 24 -- Fact-Checking 24 -- Microsoft 365 Copilot Versus Clippy 24 -- The Security of Microsoft 365 Copilot 25 -- Conclusion 25 -- Chapter 3 An Introduction to Prompt Engineering 27 -- Introduction to Large Language Models 28 -- Foundations of Prompt Engineering 29 -- Concept of Prompt Engineering 29 -- Three Prompt Mnemonics 30 -- Refining Your Prompt 33 -- Other Prompting Styles 34 -- Prompt Validation Steps 36 -- Copilot Lab 38 -- Overview of Copilot Lab 38 -- Bookmarking Your Favorite Prompts 40 -- The Future of Prompt Engineering 40 -- Conclusion 41 -- Chapter 4 Security/Purview Planning in Preparation for Copilot 43 -- Introduction to Information Protection 43 -- Deploying M365 Copilot 44 -- Building a Culture of Information Protection 44 -- Identifying Weaknesses in Information Protection 45 -- Conducting a Risk Assessment 46 -- Review Your Security Foundations 48 -- Zero Trust and Conditional Access 48 -- Identity Access Management 49 -- Dynamic Access Policies 50 -- Data Classification and Sensitivity Labels 52 -- Review Your Data Policies 53 -- Data Loss Prevention Policies 54 -- Data Retention Policy 54 -- Data Encryption Policy 55 -- Data Breach Policy 56 -- Acceptable Use Policy 57 -- Review Your Toolkit 58 -- Microsoft Entra ID 59 -- Microsoft Copilot Dashboard 60 -- Public Web Content in M365 Copilot 61 -- Microsoft Purview 62 -- SharePoint Advanced Management 65 -- AI-Powered Security Capability 66 -- Get Your Pilot Started with These Initial Steps 67 -- Conclusion 69 -- Chapter 5 Planning Your Microsoft 365 Copilot Rollout 71 -- Project Management 72 -- Stakeholder Management 72 -- The Project Team Pilot 73 -- The “Equity” Risk 76 -- The “Oversharing” Risk 77 -- Technical Enablement 79 -- Initial Provisioning Issues 80 -- Governance 80 -- Content Governance 81 -- Copilot Acceptable Use Policy 82 -- Microsoft 365 Copilot Operating Model Dependency 82 -- Generative AI Steering Committee Best Practices 84 -- Change Management 86 -- The Power of Personas 88 -- Building Your Change Champion Network 89 -- Identifying Change Champions 89 -- Mobilizing Change Champions 90 -- Creating Onboarding Materials 90 -- Copilot Lab 91 -- Hosting Office Hours 92 -- Success Measures 93 -- Technical Extensibility 97 -- Managing Microsoft 365 Copilot Extensibility Requests 97 -- Building Your Copilot Center of Excellence 99 -- Conclusion 100 -- Chapter 6 Microsoft Copilot Business Chat 101 -- Free Personal Versus Paid Corporate Versions 102 -- Accessing the Free Version of Business Chat 102 -- Accessing the Paid Version of Business Chat 104 -- Working with Business Chat 108 -- Pulling Data from the Internet 110 -- Pulling Information from Internal Systems 112 -- Copilot on Your Phone 113 -- Privacy Concerns Using Business Chat 116 -- Conclusion 117 -- Chapter 7 Microsoft Outlook 119 -- Creating Communications with Microsoft 365 Copilot 120 -- Drafting Your Prompt 120 -- Tone and Length 121 -- Refining Your Message 123 -- Managing Escalations 124 -- Microsoft 365 Copilot Coaching 124 -- Summarizing Email Threads 125 -- Email Summarization—Chat 127 -- Calendar Information 129 -- Conclusion 131 -- Chapter 8 Copilot in Microsoft Teams 133 -- Managing Project Communications 134 -- Summarizing Chats and Channel Communications 134 -- Creating Posts and Chats with Copilot 138 -- Creating a post or chat with Copilot 138 -- Tone and Length 141 -- Copilot and Grammatical Issues 141 -- Managing Project Meetings 141 -- Using Copilot During a Live Meeting 142 -- Using Copilot with a Past Meeting 143 -- Copilot in Microsoft Teams Phone 144 -- Data Privacy and Security 144 -- Conclusion 146 -- Chapter 9 Copilot in Microsoft Excel 147 -- Getting Started with Copilot in Excel 147 -- Identifying a Dataset 148 -- Preparing Your Workbook 148 -- Manipulating Excel Data 150 -- Creating New Formulas 150 -- Creating Charts 152 -- Creating a PivotTable with Copilot 156 -- Asking Questions About Your Data 157 -- Copilot Suggested Prompts for Data Insights 159 -- Additional Formatting 162 -- Managing Sales Data with Copilot 165 -- Conclusion 171 -- Chapter 10 Copilot in Microsoft PowerPoint 173 -- Preparing Your PowerPoint Template for Copilot 174 -- Initial Setup of an Organizational Assets Library 174 -- PowerPoint Template Requirements 175 -- Creating Your First PowerPoint Presentation with Copilot 176 -- Improving the Prompt 177 -- Improving the Content 179 -- Generating New Content 182 -- Navigating Microsoft PowerPoint with Copilot 184 -- Creating a PowerPoint Presentation from a Microsoft Word Document 186 -- Refining Your Presentation with Copilot 188 -- Using Copilot to Get Feedback on a Presentation 189 -- Using Copilot to Clarify a Presentation 190 -- Using Copilot to Improve Engagement on a Presentation 191 -- Conclusion 191 -- Chapter 11 Copilot in Microsoft Loop 193 -- Loop Overview 193 -- What’s in a Loop? 194 -- Getting Started with Loop 195 -- Loop Components within Teams 196 -- Creating a Loop Workspace 197 -- Inviting Others to Collaborate 198 -- When to Use Loop 199 -- Positioning Loop in Your Organization 200 -- Use Cases for Loop 200 -- Microsoft 365 Copilot in Loop 202 -- Brainstorming with Copilot 204 -- Unlocking Insights with Copilot 208 -- Conclusion 210 -- Chapter 12 Transforming Text with Copilot in Microsoft Word 211 -- Getting Started with Copilot in Word 212 -- Using Reference Documents to Enhance Copilot Results 214 -- Rewriting with Copilot 215 -- Copilot’s Document Analysis Capability 218 -- Conclusion 220 -- Part II Extending Copilot 221 -- Chapter 13 Unlocking Real Value with Copilot 223 -- The Business Case for Copilot 223 -- Executive Summary 225 -- Background and Introduction 226 -- Business Objectives 228 -- Current Situation Analysis 229 -- Solution Description 230 -- Implementation Plan 231 -- Cost-Benefit Analysis 231 -- Evaluation and Measurement 233 -- Presenting Your Business Case 234 -- Measuring Business Value 234 -- Copilot Adoption Dashboard Setup 234 -- Accessing the Copilot Adoption Dashboard 235 -- Copilot Adoption Dashboard “Advanced Features” 238 -- Viva Pulse Surveys 238 -- Mapping Business Processes: The Proposal Use Case 242 -- Mapping Your RFP Response Process 243 -- Aligning Tasks to Copilot Capabilities 243 -- Building an Enterprise Prompt Library 244 -- Reporting Your ROI 246 -- Conclusion 248 -- Chapter 14 Introduction to Microsoft Copilot Studio 249 -- Who Should Use Copilot Studio? 250 -- Customizing Existing Copilot vs.

Creating a Stand-alone Copilot 250 -- Getting Started with Microsoft Copilot Studio 252 -- Navigating the Copilot Studio User Interface 252 -- Building Your First Copilot 255 -- Testing Your Copilot 259 -- Publishing Your Copilot 260 -- Creating a Copilot Plugin 264 -- Testing Your Copilot Plugin 270 -- Conclusion 272 -- Chapter 15 Creating a Custom Teams Copilot 273 -- Extensibility Options 274 -- Knowledge and Software Prerequisites 274 -- An Understanding of the General Architecture of Plugins 275 -- A Code Background 275 -- A Microsoft Developer Account 276 -- Node.js and npm 277 -- Introduction to Node.js 277 -- Installing Node.js 278 -- Selecting the Correct Version of Node.js 279 -- npm Configuration Tips 280 -- Installing .NET 282 -- A Configured Integrated Development Environment 283 -- Installing and Setting Up VSCode IDE 284 -- Downloading VSCode 284 -- Essential Extensions for VSCode 285 -- Customizing the IDE for Productivity 285 -- Installing Azure AI Studio SDKs and Necessary Libraries 286 -- Setting Up TypeScript for Azure AI Development 286 -- Git 287 -- Installing Git 287 -- Initial Git Setup 288 -- Building a Custom Teams Copilot 288 -- Deploying a Custom Teams Copilot 300 -- Introduction to Semantic Kernel 304 -- Conclusion 305 -- Chapter 16 Copilot Wave 2 Features 307 -- Bizchat, aka Copilot Chat 307 -- Copilot Updates in Outlook 309 -- Copilot Updates in PowerPoint 310 -- Copilot Updates in Microsoft Teams 314 -- Copilot Updates in Word 314 -- Copilot Updates in Excel 315 -- Copilot Updates in OneDrive 317 -- Copilot Pages 319 -- Copilot Agents 321 -- Conclusion 323 -- ...