Microsoft 365 Copilot

Overview  

• Microsoft 365 Copilot is a licensed service. It includes all the features in Microsoft 365 Copilot Chat and can be used for web-based (internet) and work-based (Microsoft Graph) chat. Copilot accesses data that your Microsoft Entra account has access to, like your emails and files. 
• Due to licensing limitations, UNM is only able to sell faculty, staff and student employee licenses to departmental purchasers through the UNM Software Store. At this time, UNM is unable to sell licenses to individuals without the support of a departmental purchaser. 
• Please note that Copilot Studio Agents are currently unavailable and are being evaluated for distribution with the M365 Copilot license for UNM users. 

Note: Currently, UNM IT is unable to service individuals with HSC or UH affiliations for Microsoft 365 Copilot.

M365 Copilot Studio

• A limited version of Copilot Studio is included in UNM’s M365 Copilot license.
• M365 Copilot Studio allows the creation of personal or shared agents but does not allow publishing to public sources like Teams. UNM’s version of Copilot Studio allows for users to create agents for personal use or share them with users that also have an M365 Copilot license.

Benefits

• The licensed M365 Education Copilot can access internal organizational data stored within Microsoft 365 services (e.g., emails, documents, calendars) to provide more contextually relevant and personalized assistance. 
• Additionally, M365 Copilot provides enterprise data protection (EDP) when users are signed in with their work or school accounts. This means that prompts and responses are not used to train the underlying AI models, ensures that data is held internally, and encrypts chat data during the session.  Please refer to the links below for better understanding:
  • https://learn.microsoft.com/en-us/copilot/microsoft-365/microsoft-365-copilot-privacy
  • https://learn.microsoft.com/en-us/copilot/microsoft-365/enterprise-data-protection

UNM Support

At this time, UNM IT will provide assistance with license-related questions, issues with the software store, or issues with applications (i.e. crashing or rebooting) as a result of Copilot or Copilot Studeo. UNM IT does not support questions regarding functionality or use. Please see the links below for training from Microsoft:

• Copilot:  https://support.microsoft.com/en-us/copilot-skilling
• Copilot Studio:  https://learn.microsoft.com/en-us/training/modules/power-virtual-agents-bots/

Please read the AI Data Use Notice before using this tool.  

Trainings

Please see the main web page on Discover Copilot in Microsoft 365 apps for more information on learning how to use Copilot.

1. Draft, analyze, and present with Microsoft 365 Copilot - This course directs users to learn common prompt flows in Microsoft 365 apps, including PowerPoint, Word, Excel, Teams, and Outlook. It also introduces Microsoft 365 Copilot Chat and discusses the difference between work and web-grounded data. There are seven modules on this topic.

2. Introduction to Microsoft 365 Copilot - This module explores the intricacies of Microsoft 365 Copilot, offering insights into its functionality and Microsoft's dedication to implementing AI responsibly and ethically.  

3. Build effective presentations with AI - This module provides an overview of Microsoft 365 Copilot in PowerPoint, providing guidance on prompts you can use to improve your workflow and create engaging, cohesive presentations.

4. Draft impactful documents using AI - This module provides an overview of Microsoft 365 Copilot in PowerPoint, providing guidance on prompts you can use to improve your workflow and create engaging, cohesive presentations.

5. Make your meetings more productive with AI - This module discusses how Copilot in Microsoft Teams can enhance collaboration among your team members. It shows you specific prompts that let you draw key information from Teams Chats and Meetings.

6. Uncover new data insights with AI - This module covers Copilot's practical application and advanced features in Excel, a tool designed to enhance efficiency and data analysis capabilities for business users.

7. From inbox to impact: Improve your email workflows with AI - This module discusses how to effectively prompt Copilot in Microsoft Outlook to assist you in drafting emails, organizing meetings, and fostering a sense of collaboration among your team members.

8. Unlock productivity and unleash creativity with AI powered chat - This module discusses how Microsoft 365 Copilot Chat helps you interact with your content across files, meetings, chats, emails, people, and the web.

9. Craft Effective Prompts for Microsoft 365 Copilot - This training provides strategies for crafting effective and contextual prompts for Microsoft 365 Copilot and shows you the importance of providing a clear goal, context source, and expectation in your prompt for the best results. 

Here are some additional resources that can help users learn how to use Copilot:

1. Get started with Copilot for Microsoft 365 - This training course delves into how Copilot for Microsoft 365 can streamline communication and power up your content creation. It spans three key modules that walk you through the basics of Copilot for Microsoft 365, showcase its versatility across various Microsoft 365 applications, and offer advice on maximizing its potential.

2. Microsoft Copilot documentation and resources - This page provides an overview of Copilot experiences available in many Microsoft products and guides on creating plugins and building your own experiences.

3. Develop Your Copilot Skills (Part 1) - This resource provides recommended resources for understanding AI, preparing to use AI, using Microsoft Copilots, and using AI in your everyday work.

4. Microsoft Copilot resources for education - This page provides resources to help you, your team, and your organization get started with Copilot.

5. Copilot Success Kit - This kit includes various guides for implementing and optimizing Copilot, such as a Trainer kit, Creating an AI Council Guide, User Enablement Guide, Technical Readiness Guide, and more.

6. Copilot Prompt Gallery: This resource provides prompts, videos, and articles to help users understand and use Microsoft Copilot effectively. 

Here are resources for Copilot Studio:

• Developing Agents with Copilot Studio (UNM training): CopilotStudioDevTraining2.pptx
• Get Started with Microsoft Copilot Studio:  https://learn.microsoft.com/en-us/training/modules/power-virtual-agents-bots/
• Create and Publish Agents with Copilot Studio:  https://learn.microsoft.com/en-us/training/paths/work-power-virtual-agents/