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Quick Copilot References

Scroll Down To View The Copilot Cheat Sheet This cheat sheet provides a framework for using Copilot to perform various tasks by specifying a role, action, and desired output, complemented by a choice of tone, and includes specific examples for applications like Word, Excel, PowerPoint, Outlook, Teams, OneNote, and Whiteboard.

Download the Copilot Cheat Sheet.
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Microsoft Copilot Labs
This page provides a variety of prompts for Microsoft Copilot Lab, designed to help users create content, manage tasks, and enhance productivity across different applications.
Copilot Studio in a Day slide deck Get the slides we use in the Copilot Studio in a Day presentation.
Copilot for Microsoft 365 Success Kit This page provides resources and guidance for effectively implementing and utilizing Copilot for Microsoft 365, including a downloadable Success Kit and various enablement tools.
Microsoft Copilot Scenario Library The page provides a library of scenarios for implementing Microsoft Copilot across various departments, along with resources and downloads to facilitate the process.
Copilot Scenario Library downloads This page provides a library of downloadable resources and guides to help organizations implement and benefit from Microsoft Copilot across various departments.
Microsoft 365 Copilot Prompt Ingredients This page provides guidance on how to effectively use Microsoft 365 Copilot by crafting clear prompts, understanding its capabilities and limitations, and maintaining a productive dialogue for tasks such as content creation, translation, and technical problem-solving.
Microsoft 365 Copilot Prompting do's and don'ts This page provides guidelines on how to effectively use Microsoft 365 Copilot, including clear instructions for writing prompts and common pitfalls to avoid.

Prompt Framework

Act as a [Role] and [Task] a [Output] in a [Tone] tone.

Example Prompt

Act as a Project Manager, develop a Dynamics CRM implementation schedule that accounts for 6 months of work beginning in September. Distribute the work across three resources and use a professional tone.

Components of an Effective Prompt

Element Examples

Role

**Optional** Provide a role that Copilot should act as while returning a response

Teacher
Doctor
Coach
Lawyer
Journalist
Poet
Philosopher
Programmer
Librarian
Dietitian
Gardner
Project Manager

Accountant
Diplomat
Comedian
Filmmaker
Critic
Event Planner
Architect
Financial Advisor Travel Guide
Marketing Director
Detective
Personal Trainer

Output

What do you want Copilot’s response to return based on your prompt.

Plan 
Tips 
Questions 
Schedule
Song
List
Code
Poem

Strategy
Advice
Code Snippets
Itineraries
Impersonations
Games
Ingredients
Scripts

Task

A specific action or set of actions that the user requests Copilot to perform.

Summarize
Design
Write/Rewrite
Create
Plan
Personalize

Craft
Develop
Explain
Suggest
Draft
Translate

Tone

Attitude conveyed through the language and style of the message.

Professional
Confident
Academic
Humorous
Formal/Informal
Apologetic

Friendly
Enthusiastic
Firm
Sarcastic
Optimistic
Whimsical

 

Ways to use Copilot for Microsoft 365

Application Use Case
Word

Draft new documents

Summarize long documents

Rewrite sections of documents

Excel

Create charts on existing data

Create formulas

Summarize trends

PowerPoint

Create presentations

Summarize lengthy presentations

Format presentations

Outlook

Draft effective emails

Summarize emails

Improve with coaching 

Teams

Recap meetings

Generate questions during meetings

Change the tone of messages

OneNote

Generate ideas

Rewrite text

Design a plan     

Whiteboard

Generate ideas

Categories ideas

Summarize notes 

 Download the Copilot Cheat Sheet.