A Guide to

Generative AI
with Microsoft

Solutions to power your

AI business transformation
2 A GUIDE TO GENERATIVE AI WITH MICROSOFT CONTENTS

Contents
Introduction. . ............................................................................................................................................................................ 3 2. Build new capabilities.. ............................................................................................................................................ 16

1. Unlock productivity in the solutions you use every day............................................................... 5 Create new functionality with a full-stack AI solution..................................................................... 18

Generative AI for every employee. . .................................................................................................................. 7 Streamline access to AI models........................................................................................................................ 18

Sellers........................................................................................................................................................................... 10 Enhance generative AI experiences with powerful search technology............................... 19

Service professionals.................................................................................................................. 11 Collaborate with a partner................................................................................................................................... 20

Financial analysts................................................................................................................................................. 12 Get your data in shape.. .......................................................................................................................................... 20

Security analysts.................................................................................................................................................. 13 3. Safeguard your business end to end.......................................................................................................... 21

Data and IT professionals.............................................................................................................................. 14 Secure Future Initiative........................................................................................................................................... 22

Developers.. .............................................................................................................................................................. 15 Responsible AI Standard. . ...................................................................................................................................... 22

Fast-track your AI transformation with Microsoft...................................................................................... 23

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3 A GUIDE TO GENERATIVE AI WITH MICROSOFT INTRODUCTION

The transformative
potential of generative AI
Generative AI is a type of AI that is trained
on enormous amounts of data, enabling it to
With the right approach,
generate novel content, such as text, images, you can:
music, and code, in response to natural-
language requests. Businesses can use
generative AI to improve almost any process Unlock productivity
where people use or create information.
Automate mundane tasks to help people focus
This technology has the potential to on what matters most.
transform business with the goal of
automating routine tasks, spurring creativity,
Reinvent customer engagement
and empowering people to focus on high- Deepen customer connections with the ability to
value work. Scaling the personalization of personalize at scale based on data.
customer interactions helps employees
Reshape your business processes
drive satisfaction and loyalty. It also reveals
patterns in vast amounts of data to inform Break through data silos and
better decision-making. operational bottlenecks.

Bend the curve on innovation

Free your teams to engage in creative
problem-solving and ideation, taking your
business to new heights.

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4 A GUIDE TO GENERATIVE AI WITH MICROSOFT INTRODUCTION

Turning potential
into reality

Wherever your business is on the path to AI

transformation, this guide provides practical
information to move forward. Whether you hope 1. Unlock productivity in
to make work more efficient and effective for the solutions you use every day
employees with generative AI built into everyday
applications or customize and build solutions
tailored to your business needs, you can
accelerate your goals with Microsoft solutions.
2. Build new capabilities
In the following sections of this e-book, we'll
introduce three paths to realizing the value of
AI business transformation—and how Microsoft
supports your organization at every step with
solutions built on responsible principles. You’ll
3. Safeguard your business
find links to relevant services and products end to end
that can help you achieve your vision and
elevate success.

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5 A GUIDE TO GENERATIVE AI WITH MICROSOFT

1.
Unlock productivity
in the solutions
you use every day

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6 A GUIDE TO GENERATIVE AI WITH MICROSOFT 1. UNLOCK PRODUCTIVITY IN THE SOLUTIONS YOU USE EVERY DAY

If your business is like most, you wish employees

could spend less time focused on managing
information and performing repetitive tasks and Microsoft portfolio of
more time engaging with customers, innovating, Copilots
and adding value. Your employees are your
company’s greatest asset. Anything that can Copilots are defined by chat-based,

maximize the value of their knowledge and generative AI experiences built on large

expertise helps drive success. and small language models. Copilots

from Microsoft are built to support
Prebuilt generative AI solutions integrated
coding, new ways of working, and for
into familiar software experiences empower
specific roles and processes across
employees by streamlining tasks, kickstarting
business. By connecting generative AI
creativity, and amplifying individual abilities.
with your entire data universe and the
By combining the power of generative AI with
expertise of your employees, Copilots
your data, you can turn your employees’ words
accelerate results—while protecting
into the most powerful productivity tool on
security and privacy.
the planet. With a natural language interface
integrated into tools they already use, these
solutions let anyone dive in immediately,
regardless of technical background.

Learn more about Copilots

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7 A GUIDE TO GENERATIVE AI WITH MICROSOFT 1. UNLOCK PRODUCTIVITY IN THE SOLUTIONS YOU USE EVERY DAY

Generative AI
for every employee Microsoft 365 Copilot
Unlock the potential of knowledge by
Every worker across any business function can enhancing familiar apps.
use generative AI to rapidly generate content, • Intuitive document creation: Copilot
insights, and solutions tailored to specific tasks in PowerPoint streamlines presentation
and contexts. It helps them automate repetitive building, helping turn blank slides into
tasks so they can focus on high-value activities engaging stories faster.
and analyze vast amounts of data to make more
• Smart data analysis: Copilot in Excel helps
informed decisions.
uncover insights using natural language
questions rather than specialized skills.

• Efficient communication: Copilot

in Outlook provides summaries and
prioritization cues to reduce
inbox overload.

Learn more about

Microsoft 365 Copilot

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8 A GUIDE TO GENERATIVE AI WITH MICROSOFT 1. UNLOCK PRODUCTIVITY IN THE SOLUTIONS YOU USE EVERY DAY

Organizations can face challenges that

require tailored tools and approaches, such as
automating specific workflows and enhancing Customize Microsoft 365 strategic opportunities and improve business
operations. It includes robust IT management
data analysis. By starting with existing tools and Copilot with Copilot Studio
customizing them on a low-code platform, your tools for visibility and control.
employees can quickly boost the value of your Copilot Studio is a low-code tool that
Copilot Studio can integrate external data
AI investment and accelerate transformation— makes it easy to extend Microsoft 365
directly to minimize user context shifts while
without requiring deep technical knowledge or Copilot with agents. Adding agents, plugins,
enhancing productivity and collaboration.
long, costly build cycles. or connectors helps users more easily
It can be extended to surface external data
discover and work with enterprise data,
One of the fastest ways to take advantage directly in Microsoft products that users use
tools, and services using natural language,
of these capabilities is by using agents. An every day. For instance, enterprises can build
which improves productivity and enhances
agent is an AI assistant designed to automate plugins to integrate their line-of-business
teamwork.
and execute business processes, working with APIs and data directly into Copilots.
you or for you. They build capacity for every Copilot Studio uses generative AI for
Organizations can also build and deploy new
individual, team, and organization—from sales, enhancements and edits and connects
AI functionality using Copilot Studio, which
to marketing, to customer service, and more— to a wide range of applications and data
we will discuss in chapter 2.
enabling you to scale impact like never before. sources, including Azure services and on-
premises databases. This helps identify

Learn more about

customizing solutions
with Copilot Studio

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9 A GUIDE TO GENERATIVE AI WITH MICROSOFT 1. UNLOCK PRODUCTIVITY IN THE SOLUTIONS YOU USE EVERY DAY

Let's look at how prebuilt generative AI

augments employee skills across everyday
business activities. Click the topics to learn Sellers Security analysts
more about:

• Customizations and agents that support

business functions for sales, service, and
finance.
Service professionals Data and IT professionals
• Solutions built for security, developer
productivity, and data and IT.

Financial analysts Developers

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10 A GUIDE TO GENERATIVE AI WITH MICROSOFT 1. UNLOCK PRODUCTIVITY IN THE SOLUTIONS YOU USE EVERY DAY

Sellers

Sellers can take building relationships and

closing deals to the next level when generative
AI makes it easier to find and manage customer Microsoft 365 Copilot
data, automates administrative tasks, and helps for Sales
draft personalized communications.
Microsoft 365 Copilot for Sales
• Automated task management: Streamline
empowers sellers to boost productivity,
customer relationship management (CRM)
personalize every customer interaction,
updates and meeting summaries, freeing time
and automate time-consuming tasks. It
for more strategic work.
helps them engage with customers in
• Easier engagement: Receive timely guidance the right way and at the right time with
and insights to engage customers effectively. guidance and relationship insights.

• Application integration: Quickly access

Copilots within the most-used applications,
helping to ensure a smooth workflow.

Learn more about Microsoft

365 Copilot for Sales

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11 A GUIDE TO GENERATIVE AI WITH MICROSOFT 1. UNLOCK PRODUCTIVITY IN THE SOLUTIONS YOU USE EVERY DAY

Service
professionals

Using generative AI, service professionals can

handle more inquiries in a day without losing
the personal touch. It provides instant access to Microsoft 365 Copilot
information and suggested responses, speeding for Service
up query resolution, shortening customer wait
times, and raising satisfaction levels. Put the customer at the center
of the conversation and increase
• Data integration: Empower service
agent productivity through familiar
professionals to solve customer challenges
experiences. Microsoft 365 Copilot
faster by easing access to critical information
for Service helps service professionals
when it counts.
resolve cases faster to reduce wait times
• Productivity tools: Increase agent efficiency and boost customer satisfaction.
with AI integrated into familiar apps,
accelerating onboarding and case resolution.

• Customizable solutions: Tailor

Microsoft 365 Copilot for Service to the
unique requirements of your contact center.

Learn more about Microsoft

365 Copilot for Service

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12 A GUIDE TO GENERATIVE AI WITH MICROSOFT 1. UNLOCK PRODUCTIVITY IN THE SOLUTIONS YOU USE EVERY DAY

Financial analysts

Finance teams work in a fast-paced environment,

and generative AI helps them quickly interpret
data to act on insights and make more informed Microsoft 365 Copilot
decisions swiftly. By dedicating more manual for Finance
tasks to the help of generative AI, financial
analysts can focus more of their time on Microsoft 365 Copilot for Finance is

strategic decision-making and innovation. embedded in the applications you use

every day and connects seamlessly to
• Accelerated decision-making: Get action-
a myriad of data sources. Help finance
oriented recommendations, proactive
professionals work more efficiently and
anomaly detection, and specialized finance
gain insights from their data, and get
prompts and guidance.
work done in productivity tools like
• Operational efficiency: Apply next-generation Excel and Outlook without switching
AI to more manual processes like collections applications.
and contract and invoice capture.

• Connect financial data: Use pre-built

connectors with existing data sources
including traditional ERP systems and financial
planning and analysis tools.

Learn more about Microsoft

365 Copilot for Finance

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13 A GUIDE TO GENERATIVE AI WITH MICROSOFT 1. UNLOCK PRODUCTIVITY IN THE SOLUTIONS YOU USE EVERY DAY

Security analysts

Generative AI revolutionizes cybersecurity by

enhancing threat detection and response. It
continuously analyzes data to help security Microsoft Security Copilot
professionals quickly identify and mitigate
Microsoft is updating its security tools
breaches. With real-time insights and
with AI to improve threat detection and
automation, they can concentrate on strategic
response and to simplify and strengthen
improvements and proactively combat threats.
security management. Microsoft Security
• Incident summarization: Convert complex Copilot is a generative AI-powered
alerts into clear, actionable summaries for security solution that helps increase the
better decision-making. efficiency and capabilities of defenders

• Impact analysis: Provide insights into to improve security outcomes at

the potential impact of incidents, helping machine speed and scale. It empowers

prioritize response efforts. security and IT teams to protect at the

speed and scale of AI.
• Reverse engineering: Translate complex
scripts into natural language, clarifying
attacker actions and linking indicators to
environmental entities.

Learn more about

Security Copilot

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14 A GUIDE TO GENERATIVE AI WITH MICROSOFT 1. UNLOCK PRODUCTIVITY IN THE SOLUTIONS YOU USE EVERY DAY

Data and IT
professionals
Generative AI equips data professionals with
robust analytical tools, simplifying complex data
exploration and making advanced analytics Copilot in Microsoft Azure
more accessible and actionable across diverse
Gain new insights, discover more
business contexts. For IT professionals, it
benefits of the cloud, and orchestrate
enhances cloud management and orchestration,
across both cloud and edge. Copilot
facilitating efficient operations and cost
in Azure can simplify your Azure
optimization.
management experience and provide
• Intelligent analysis: Gain contextual insights information tailored to your own Azure
into data and threat analytics. resources and environment. It unifies

• Accelerated workflows: Support specialists knowledge and data across hundreds of

with smart code generation and explanations. services to increase productivity, reduce
costs, and provide deep insights.
• Simplified report generation: Automatically
create reports based on topics or prompts for
rapid intelligence.

• Enhanced orchestration: Manage cloud

and edge resources efficiently and improve
visibility and governance.

Learn more about

Copilot in Azure

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15 A GUIDE TO GENERATIVE AI WITH MICROSOFT 1. UNLOCK PRODUCTIVITY IN THE SOLUTIONS YOU USE EVERY DAY

Developers

Generative AI tools boost developer productivity

by automating routine tasks and simplifying
complex processes. GitHub Copilot Microsoft Copilot Studio
• Intelligent code suggestions: Increase GitHub Copilot boosts business impact Copilot Studio allows developers to
efficiency with real-time code completion, by enhancing developer productivity and efficiently create generative AI solutions,
plus suggestions that get apps to production speeding up software development. It including bots and agents, through
faster. offers contextualized coding assistance a streamlined, user-friendly interface.

• Learning and troubleshooting aid: Support across multiple languages, integrating This tool enhances customer service

learning new programming languages and into developers' workflows. by simplifying the development and

frameworks and accelerate troubleshooting. deployment of AI-driven support and

self-service options.
• Test writing and security: Speed up the
process of writing unit tests and fixing issues,
improving code quality quickly.

• Configuring and customizing agents: Rapidly

adapt AI tools to your needs or create custom
solutions.

Learn more about Learn more about

GitHub Copilot Copilot Studio

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16 A GUIDE TO GENERATIVE AI WITH MICROSOFT

2.

Build new capabilities

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17 A GUIDE TO GENERATIVE AI WITH MICROSOFT 2. BUILD NEW CAPABILITIES

For businesses with complex and unique needs, • Managing inventory with accurate forecasts
building generative AI can provide even more and automated restocking based on real-time
significant benefits. These adaptable solutions sales data. Building agents with • Business integration: Build AI assistants
with prebuilt data connectors for
are tailored to specific business processes,
• Refining customer targeting through behavior Microsoft Copilot Studio
integration into business workflows.
industry scenarios, and user requirements.
and social media trend analysis to craft
With Copilot Studio, developers can build • Streamlined creation: Design and deploy
Building AI agents can create a personalized compelling advertising strategies.
agents tailored to specific business processes AI-driven chat experiences quickly using a
conversational AI experience for users that
• Personalizing professional learning paths by and workflows, leveraging large language guided development environment.
integrates company data and documents, real-
dynamically addressing employee needs and models and an array of data connectors. This
time data from external APIs, and access via • Multi-channel deployment: Publish your
offering tailored content. platform simplifies the creation of intelligent
company applications. agents to diverse platforms, from web to
chat experiences, allowing developers to
• Providing customer support with intelligent mobile, ensuring broad accessibility.
These agents allow you to meet specialized design AI assistants that enhance user
call centers using virtual agents, real-time
and domain-specific demands in ways interactions across various internal and
agent assistance, and post-call analytics.
tailored to users’ and customers’ expectations external channels.
while meeting compliance and regulatory • Generating new products and services,

requirements. Examples of the many use cases such as speech assistance with voice

include: command experiences.

• Providing contextually relevant knowledge

retrieval over enterprise data using
natural language.

Learn more about

building agents with
Copilot Studio

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18 A GUIDE TO GENERATIVE AI WITH MICROSOFT 2. BUILD NEW CAPABILITIES

Create new functionality Streamline access

with a full-stack Azure AI Studio to AI models Azure OpenAI Service

AI solution Azure AI Studio empowers developers

to innovate with AI securely and
Azure OpenAI Service provides
businesses with advanced, customizable
Discovering, managing, hosting, and
responsibly. It accelerates the customizing AI models can be a complex and AI models like GPT-4o and GPT-4
Businesses often need help with the complexity development of custom solutions for Turbo with Vision. It unlocks use cases,
costly process. It requires technical skills, time,
and resource demands of implementing enterprise chat, content generation, including conversational AI, content
and infrastructure that many businesses may not
custom AI. An integrated platform simplifies data analysis, and more. Developers creation, and data grounding. Key
have readily available.
development with one-stop access to services access cutting-edge APIs and features include adaptable models
and tools to build, test, deploy, and manage AI A streamlined model service simplifies this
models, build and test solutions with for optimized results, flexible payment
solutions at scale. It helps developers leverage by providing easy access to customizable AI
collaborative tools, deploy innovations options for cost management, and
AI effectively without managing separate tools, models. This cuts down on the need for heavy
across various environments, and robust security measures backed
enhancing productivity and getting solutions infrastructure and deep technical expertise,
manage solutions with continuous by Microsoft.
into production faster. allowing businesses to integrate AI quickly and
monitoring and governance.
focus on using AI for strategic advancements
• Enhanced innovation: Enable developers
like improving services and enhancing
to build and deploy AI-driven applications
user experiences.
efficiently with advanced tools for enterprise-
level chat, content creation, and data analysis. • Azure AI model catalog: Use multimodal
models for enhanced user interaction and
• Comprehensive tooling: Provide access to a
innovative experiences.
suite of collaborative capabilities that support
the entire development lifecycle. • Data integrity: Ensure privacy and security by
keeping your data separate.
• Streamlined operations: Facilitate integration
and management of AI solutions across • Flexible pricing: Select from pay-as-you-go or
structured plans to suit business needs.
diverse environments, improving scalability Learn more about Learn more about
and monitoring. Azure AI Studio Azure OpenAI Service

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19 A GUIDE TO GENERATIVE AI WITH MICROSOFT 2. BUILD NEW CAPABILITIES

Enhance generative
AI experiences with Azure AI Search

powerful search Azure AI Search provides high-quality,

relevant responses through advanced
technology search and data retrieval methods.
It supports comprehensive search
capabilities, enhancing business
AI-driven solutions enhance accuracy, relevance,
efficiency by allowing quick access
and timeliness across various applications,
to needed information. Seamlessly
empowered by retrieval augmented generation
integrated with Azure services, it boosts
(RAG). This technology facilitates high-
scalability and security, making it ideal
performing experiences by ensuring contextual
for complex, data-intensive applications
relevance through advanced data retrieval
and ensuring robust data security
techniques that drive dynamic and effective
and operational flexibility for diverse
interactions.
business needs.
• Advanced retrieval: Implement state-of-the-
art re-ranking technology with automatic
indexing to streamline complex information
retrieval processes.

• Data versatility: Integrate any data type from

multiple sources, enriching engagements with
richer, multimodal interactions.

• Optimized data integration: Streamline

data preparation and enhance analytics by
Learn more about
connecting directly to OneLake in
Azure AI Search
Microsoft Fabric.

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20 A GUIDE TO GENERATIVE AI WITH MICROSOFT 2. BUILD NEW CAPABILITIES

Collaborate with Get your data in shape

a partner Azure AI infrastructure
Data is vital for AI. Your business’s unique
Build your experiences on an
data—from apps, services, IoT sensors, and
AI development is complex; trusted partners are end-to-end AI platform with secure,
more—is the raw material generative AI utilizes
crucial. Microsoft's global partner network, with scalable infrastructure trusted by
to drive innovation. However, issues like data
400,000 members, brings deep industry and AI leaders, including OpenAI, Nvidia, and
sprawl and fragmentation are common and
technical expertise. Whether you need the Fortune 500.
hinder organizations from getting the most from
SaaS applications that use AI or want to
their data.
integrate Copilots into your apps, our network
supports your goals. We equip our partners with To tackle these challenges, your cloud platform

the necessary tools and resources to advance AI needs to be seamlessly integrated and

transformation effectively. modernized with the latest analytics, databases,

and security that are purposefully built for AI.
A seamless and modern platform taps into the
full value of your data and protects it, clearing
the way for AI innovation.

Find the right Microsoft Learn more about

partner for your AI building your platform Learn more about
transformation goals for the era of AI Azure AI infrastructure

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21 A GUIDE TO GENERATIVE AI WITH MICROSOFT

3.
Safeguard your
business end to end

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22 A GUIDE TO GENERATIVE AI WITH MICROSOFT 3. SAFEGUARD YOUR BUSINESS END TO END

When integrating AI, business leaders should

keep the safety and security of your operations,
• End-to-end protection: Microsoft Security
offers integrated protection across 50
Secure Future Initiative Responsible AI Standard
clients, and data in mind is essential. Partnering categories, forming a unified security cloud.
with a company that prioritizes these values This includes threat protection, compliance, At Microsoft, we prioritize cyber safety above Responsible AI is an approach to developing,
drives successful AI implementation and identity, device management, and all else through our Secure Future Initiative (SFI), assessing, and deploying AI systems in a safe,
long-term success. privacy solutions, creating a synergistic which is grounded in principles of designing trustworthy, and ethical way.
defense system. products with security first, ensuring security
Microsoft is uniquely positioned to enable your The Microsoft Responsible AI Standard is a
features are mandatory and effortless, and
secure and responsible use of AI through: • Tools to govern and secure AI: framework for building AI systems according
continuously enhancing our security measures
Comprehensive solutions support to six principles: fairness, reliability and safety,
• Data and threat intelligence: to meet evolving threats.
informed decision-making, protect data, privacy and security, inclusiveness, transparency,
Microsoft Security leverages trillions of daily
and manage AI use while providing This comprehensive approach encompasses and accountability.
signals to anticipate attacker moves, including
guidance to address specific risks and stringent standards for identity and secrets
data from over a million customers and 15,000 For Microsoft, these Responsible AI principles
secure application development.​ management, a culture of continuous security
partners, backed by expertise monitoring an are the cornerstone of a responsible and
improvement, and a robust governance
ever-changing list of more than 300 • Responsible AI principles: Microsoft leads the trustworthy approach to AI, especially as
framework led by our Chief Information Security
threat groups. development of secure and responsible AI. intelligent technology becomes more
Officer (CISO). Together, these efforts reinforce
Our framework helps maximize benefits and prevalent in products and services that people
our commitment to maintaining trust by
minimize risks. use every day.
effectively managing risks and safeguarding our
community and customers against current and
future cyber threats.

Learn about the Learn more about

Secure Future Initiative responsible AI

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Fast-track your AI
transformation with Microsoft

Starting your business transformation Learn more about Microsoft AI solutions:

with generative AI is time-critical, and Microsoft.com/AI
Microsoft is here to help navigate it.
Microsoft AI solutions empower your
organization to rapidly transform Learn how you can get started:
innovation into value, whether you want
Microsoft.com/Microsoft-Copilot
to enable employees with Microsoft 365
Copilot or experiment with cutting-edge
technologies using Azure AI Studio.

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