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Microsoft365 Copilot Prompt Guidance

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220 views2 pages

Microsoft365 Copilot Prompt Guidance

Uploaded by

jorge.lastra
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as PDF, TXT or read online on Scribd
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Microsoft 365 Copilot: Prompts are how you ask Microsoft 365 Copilot

to do something for you — like creating,

The art and science of prompting


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.

1. Tell Copilot what you need

There are many types of prompts you can use depending on what task you want done.

Learn about projects and concepts: Summarize information:


“What is [Project X] and who are the key “Write a session abstract of this
stakeholders working on it?” [presentation].”

Edit text: Create engaging content:


“Check this product launch rationale “Create a value proposition for [Product X].”
for inconsistencies.”

Transform documents: Catch-up on missed items:


“Transform this FAQ doc “Provide a summary of the updates
into a 10-slide onboarding guide.” and action items on [Project X].”

2. Include the right prompt ingredients

To get the best response, it’s important to focus on some of the key elements below
when phrasing your Copilot prompts.

Goal Context
What response do you want Why do you need it and
from Copilot? who is involved?

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.

Which information sources or How should Copilot respond


samples should Copilot use? to best meet your expectations?

Source Expectations

October 2023
Microsoft 365 Copilot:
The art and science of prompting
3. Keep the conversation going

Following up on your prompts help you collaborate with Copilot


to gain more useful, tailored responses.

Generating content ideas Gaining insights


Lead with broader requests, then give Ask for a summary of a specific file,
specific details about the content. then ask relevant questions to gain
deeper insights.

Enabling insightful meetings Translating languages


Request a meeting recap, then ask Ask Copilot to translate a sentence
for more information about what to one of the supported languages,
you should know​. then ask for more context or a
regional dialect.

Storytelling assistance Solving technical problems


Ask Copilot to write a story, then Present a technical problem, then
guide it by giving more specific, narrow it down, or ask for step-by-
relevant details​. step guidance​.

Helpful hints to keep in mind

Know Copilot’s limitations. Be professional. Communicate clearly.


Copilot is limited to your current Using polite language Pay attention to punctuation,
conversation, so give lots of details. improves Copilot’s response. grammar, and capitalization.

Use quotation marks. Start fresh.


This helps Copilot know what to Avoid interrupting and type
write, modify, or replace for you. “new topic” when switching tasks.

Learn more about Microsoft 365 Copilot on our support page.

October 2023

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