Lab 00 - First steps

Lab 00 - First steps

Time: 15 minutes Goal: sign in, find Copilot and check that it sees the prepared company data. Chapter: Introduction to Microsoft 365 Copilot

Info

Button names can differ slightly between versions (web / desktop, new / classic Outlook). If you can’t find a button, open the Copilot pane and ask for the same thing in your own words.

Task 0.1 – Sign in

  1. On the classroom computer open Edge and go to https://m365copilot.com (or https://www.office.com).
  2. Sign in with the account from your trainer.
  3. Open Teams → Team TRAXIA – Vedenie divízií → Files tab.
  4. Select the folder Školenie Copilot → … → Copy to → My files / OneDrive → Copy here.
  5. Open OneDrive and check the folder Školenie Copilot – it should contain 10 files. You work with this personal copy all day.
Why we copy

Everyone needs their own files to edit – in the Team you would overwrite each other’s documents. If copying fails, open the Team files in the browser (Files → Open in SharePoint) and use Copy to there.

Task 0.2 – First question over company data

  1. Open the Microsoft 365 Copilot app (Chat).
  2. Make sure Work mode is on.
  3. Type:
Which e-mails did I receive in the last week? Sort them by importance and for each one write in one sentence what the sender wants from me.
  1. Look at the citations (numbers in the answer) – click one to open the source e-mail.

Task 0.3 – Work vs. Web

Ask the same question twice – once in Work mode, once in Web mode:

What is the D1 WIM Prešov project and what problem does it currently have?

Compare the answers. Why are they different?

Task 0.4 – Prompt Gallery

  1. In Copilot Chat open Prompts / Copilot Prompt Gallery.
  2. Find a prompt in the “Catch up” category and try it.
  3. Save a prompt you like.

Check

  • I have my own copy of the files in OneDrive\Školenie Copilot
  • In Work mode Copilot listed e-mails from Tomáš, Peter, Martina and others
  • I know how to open a source (citation)
If Copilot finds nothing

The data was loaded into the environment this morning and Copilot’s search may need some more minutes to index it. Make the question more specific (“e-mail from Tomáš Baláž about D1 WIM”), reference the e-mail with /, or open the e-mail in Outlook and use Copilot right there.