Get the most out of Copilot for Microsoft 365: tips and tricks

Copilot for Microsoft 365 is a powerful AI assistant designed to increase your productivity by helping you with various tasks within the Microsoft 365 suite. Whether you're working on a document, writing an email or managing your calendar, Copilot offers smart suggestions and automations to make your work more efficient. In this article, we share some tips and tricks to get the most out of Copilot for Microsoft 365.

Smart writing suggestions in Word

Copilot offers advanced writing suggestions and helps you improve your documents:

  • Automatic corrections: Copilot can automatically correct spelling and grammatical errors as you type.
  • Style Suggestions: Receive suggestions for improvements in tone, style and structure to enhance your writing style.
  • Content generation: Use Copilot to get quick content suggestions, such as generating summaries or expanding sections of text.
Copilot in Word

Efficient email management in Outlook

Copilot can help you increase your email productivity by offering smart suggestions:

  • Quick replies: Copilot can generate suggested responses based on the context of the email.
  • Automatic sorting: Let Copilot automatically sort and prioritize your emails based on importance.
  • Attachment reminders: Get notifications when you have forgotten to add an attachment to an email.

Improved collaboration in Teams

Use Copilot to optimize your collaboration and communication in Microsoft Teams:

  • Conversation suggestions: Receive suggestions for relevant documents or information to share during meetings.
  • Agenda Proposals: Have Copilot propose meeting agendas based on previous discussions and documents.
  • Real-time transcripts and summaries of meetings: Use Copilot for real-time transcripts of meetings to ensure everyone is in the loop.

Manage tasks and projects with Planner

Copilot can help you manage your tasks and projects more efficiently in Microsoft Planner:

  • Automatic task creation: Let Copilot create tasks automatically based on emails and meeting notes.
  • Task prioritization: Receive suggestions for task priorities based on deadlines and urgency.
  • Reminders and notifications: Get automatic reminders for approaching deadlines and important milestones.

Advanced data analysis in Excel

Copilot offers advanced analysis features in Excel to help you better understand your data:

  • Data Visualization: Get suggestions on the best ways to visualize your data with graphs and charts.
  • Formulas and functions: Let Copilot help you write and correct complex formulas and functions.
  • Data insights: Use Copilot to identify insights and trends in your data sets.
Copilot Excel

Managing appointments and calendars in Outlook Calendar

Copilot can help you manage your time more effectively through smart calendar management features:

  • Automatic appointment proposals: Receive meeting time proposals based on participant availability.
  • Venue suggestions: Let Copilot make suggestions for meeting locations, including online meeting rooms.
  • Calendar Reminders: Get timely reminders for appointments and tasks to better organize your day.

Improved document management with SharePoint and OneDrive

Copilot can help you manage your documents and files in SharePoint and OneDrive:

  • Automatic tagging: let Copilot automatically tag your files with relevant keywords and metadata.
  • Version management: Receive suggestions for managing document versions and rolling back changes.
  • Access and Security: Get recommendations for managing access and security of sensitive documents.

Integration with Power BI for data visualization

Copilot can help you take your data analysis to the next level with Power BI:

  • Report suggestions: Receive recommendations for report layouts and visualizations that best represent your data.
  • Automated dashboards: Let Copilot create dashboards that track key metrics and KPIs in real time.
  • Data insights: Get insights into your data using AI-driven analytics and predictive models.

Use cases from Copilot for Microsoft 365

Through the links below you will find some interesting usage examples of Copilot for Microsoft 365:


Copilot helps you work more efficiently and productively

Copilot for Microsoft 365 offers a wide range of features that can help you work more efficiently and productively. Copilot's big advantage over other AI tools is that it is fully integrated into the familiar Microsoft 365 apps. So you can make use of it while you're working in your familiar way.
By using these tips and tricks, you can take advantage of Copilot's full potential and make your daily work flow more smoothly. Experiment with these features and discover how they can improve your workday.

This article was written by Eric Liket, Modern Work portfolio manager at Valid.

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