Trainer Guide — Demo walkthrough covering setup, UI overview,
web-grounded research, file-based analysis, data visualization, and image analysis.
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Module 1 · Preparation
Demo Setup Instructions
~5 min
Prepare your environment before running the demos. Follow these guidelines to
ensure a smooth, consistent experience for attendees.
SetupEnvironment & Account Requirements▼
1
Use a separate Edge browser profile, logged in with a user from a
CDX tenant (or another test tenant) without an M365 Copilot license
assigned.
2
Using an account with a license may confuse attendees due to unavailable UI elements
being visible such as Work/Web toggle, Notebooks, and agents like Researcher and
Analyst.
3Do not use your production Microsoft account — new features
available internally first may visually differ or may not be available in customer
tenants.
4
The demo user should not be associated to an agent billing plan
(consumptive billing model). An account with consumptive billing access will show
additional grounding options for Agent Builder and may cause confusion.
5
Place the following sample files in the test account’s OneDrive:
Ensure that Copilot Personalization — Custom Instructions are cleared
before starting your demo. You don’t want Copilot to respond unprofessionally, at
least until you demo configuring it to use specific tone/voice/character.
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Module 2 · UI Walkthrough
Copilot Chat Interface Overview
~10 min
Walk attendees through the complete Copilot Chat UI before diving into prompts.
WalkthroughUI Elements Tour▼
1Main UI: Point out the EDP Shield (when signed in), Central Prompt
Pane, Work/Web Toggle (only if licensed — attendees with it should switch to
Web for the demo), Prompt Dialog Box, and Starter Prompts.
2Prompt Gallery: Click “+ More” to open the Copilot
Prompt Gallery.
3Left-hand Menu (5-in-1): Walk through Search, Chat, Agents,
Notebooks (point out only if licensed), and Create (Conversations, Pages, Apps).
4GPT Models: Show the various GPT versions available.
6Prompt & Response Options: Execute a prompt, then review
Prompt Options (edit, copy, save, etc.) and Response Options (copy, thumbs,
read aloud, etc.).
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Module 3 · Web-Grounded
Prompting Samples
~25 min
Demonstrate how Copilot Chat uses web search to surface trends, perform competitor
research, brainstorm ideas, and act as a thought partner. Each demo is a conversation
that builds with follow-up prompts.
Demo 3.1Summarize Retail Industry Trends▼
Try This Prompt
What have been the emerging trends in the retail industry over the past
4 months? Summarize using recent web articles and analyst reports.
Demo 3.2Perform Competitor Research▼
Try This Prompt
I work in marketing and focus on competitor research. Give me a concise
summary of recent news about [company name]. Focus on web articles from the last 3 months.
Provide the answer in two to three paragraphs and use a business tone.
📝 Presenter Note
Example non-retail companies to substitute: Microsoft, Tesla, Apple, Citigroup,
Boeing, Ford, Pfizer.
Follow-up
Can you provide more details on sustainability?
Demo 3.3Act as Daily Productivity Coach▼
Try This Prompt
Pretend you're my productivity coach for the day. What are three things
I should prioritize based on my role as a [insert job title]?
📝 Presenter Note
Example retail roles to substitute: Store Operations Manager, Marketing Manager,
Supply Chain Analyst, Talent Acquisition Specialist.
Demo 3.4Help Brainstorming▼
Starting Prompt
Generate 10 creative campaign ideas for promoting our new sustainability
initiative. The ideas should be suitable for social media and internal newsletters. Include
a brief description for each.
Context to Provide
As a retailer, we're trying to reduce our carbon footprint from all
points between design to manufacturing to warehousing to delivery to attract more
eco-conscious customers to our brand.
Demo 3.5Copilot as a Thought Partner▼
Starting Prompt
Brainstorm ideas for improving employee engagement in remote teams.
Focus on low-cost, high-impact initiatives. Provide a list with short descriptions.
Add Team Context
Our team consists of around 50 people who work from home in a variety of
cities across the US that extend coast-to-coast.
Demo 3.6Respond with a Perspective▼
Starting Prompt
Write a response to this customer inquiry that is empathetic, clear, and
resolves the issue. Include a greeting and closing.
Customer Inquiry to Paste
I really liked the jacket when I first received it. I thought it would
be my best buy ever! Then after a few times wearing it, I noticed that the left-hand pocket
seems shallow and not as deep as the right-hand pocket which seems like a craftsmanship
issue. I also felt a tear in the shallow pocket and now it has expanded to where my
finger-tip fits through it and I'm sure it's going to only get worse to the point that I'll
put something in the pocket and will lose it through the hole!
Summarize the following meeting notes into a concise executive summary.
Focus on key decisions, action items, and any unresolved issues. Format the output with
bullet points and include a section for follow-up questions.
Follow-up
Can you help me with the first draft email with a brief executive
summary for leadership?
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Module 4 · File-Grounded
File-Based Prompts
~10 min
Demonstrate how Copilot Chat can reference attached files to summarize
and extract insights from documents.
