Microsoft 365 Copilot in Teams

Demo Setup

To ensure a smooth demo, choose one of the following setup options:

Option A: Meeting Recap

The demo setup instructions for this option can be found here. Specifically, refer to pages 5-10, which cover how to set up the Teams meeting (Project Avalon) we’ll reference in the demo below.

IMPORTANT:

The Option A demo setup will require at least 4 people (optionally 6).

Conduct this with your team before your planned delivery.

Once completed, you can reference this Teams meeting for future deliveries.

If you are unable to do the prep work for any reason, reference the Option B demo.

Option B: Teams Chat

This demo option intentionally has no presetup required. However, you’ll need to use one of your own preexisting Teams Chat threads. Ensure that there’s no confidential information shared in this chat prior to using it for your demo.

Option A - Meeting Recap Demo

Talking Points

“Now, I’m going to show you what we call a meeting recap in Teams.

Here’s a meeting between me and my colleagues. We can’t show you our real meeting for confidentiality reasons, but here’s a fictitious meeting that I recorded with my team where we’re talking about the launch of a fictional product called Project Avalon.

The recap was based on the recording transcription. It shows who was involved and when they were talking. There’s also a summary of what we were talking about. Copilot has organized my meeting by sections to make it easier to find what I’m looking for.

Now I can ask Copilot questions and get more information about this meeting. For example, let’s see what was discussed and what the action items are for each person.”

Demo steps

Switch to the browser tab with Microsoft Teams open to the meeting Project Avalon launch meeting.

IMPORTANT: Do not show any meetings or chats that contain confidential data.
Select the Recap tab.
Point out the Speakers.
Select Topics.
Select Chapters.
In the upper right corner, select Copilot.
In the Ask me anything about this meeting text box, copy and paste the prompt:
```
 Can you list action items and owners in a table?
```
Select Send.
In the Ask me anything about this meeting text box, copy and paste the prompt:
```
 Did anyone strongly oppose the decision, and how do you know?
```
Select Send.

In the Ask me anything about this meeting text box, copy and paste the prompt:

 Based on the transcript, when would you recommend we launch the product and why?

Select Send.

Option B - Teams Chat

Talking Points

“Now, I’m going to show you how Copilot can enhance our Teams Chat experience.

Here’s a chat thread between me and my colleagues. Copilot helps by summarizing the highlights from our chat, making it easier to catch up on important points without having to read through every message.

Now I can ask Copilot questions to get more specific information from the chat. For example, let’s find out what the open items are and how we should proceed with the next steps.

Additionally, I can draft a reply and use Copilot to refine it, ensuring that my message is clear and concise. This is particularly useful for ensuring effective communication within the team.”

Demo steps

Find a Teams Chat thread where you haven’t shared any confidential information. Select the option Open chat in a new window.
With the Teams Chat opened in a new window, select Open Copilot in the top right hand corner.
In the Copilot chat pane that opens, select Highlights from the past day* for a quick summary of chats from the past day.
In the Ask a question about this chat text box, copy and paste the prompt:
```
 What are the open items?
```
Note: Feel free to choose an alternative prompt example that you believe will target your audience better.
Under the chat history, in the Type a message text box, start typing a reply. Do not hit send yet.
With your reply draft, select Copilot from the Type a message text box.
Experiment with the Rewrite and Adjust copilot options to further demonstrate Copilots capabilities.

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