Copilot Chat Training — User Guide

Your Practical Quick-Start Guide to Microsoft 365 Copilot Chat.

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Step 1

Access Copilot Chat

Setup Getting Started ▼
  1. 1 Navigate to m365copilot.com and sign in with your work account.
  2. 2 Look for the EDP Shield — this confirms your conversations are protected by Enterprise Data Protection. Your company data is never used to train the AI model.
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Step 2

The 4 Ingredients of a Great Prompt

Framework Prompt Ingredients ▼

A good prompt includes four elements: Goal, Context, Source, and Expectations.

Giraffes Can See Everything — Goal, Context, Source, and Expectations

Here is a mnemonic to help you remember the four elements.

Ingredient What it means Quick example
Goal What do you want Copilot to do? “Write a summary…”
Context Why, for whom, what’s the background? “…for my manager who missed the meeting”
Source What data should Copilot reference? “…based on the attached file”
Expectations Format, tone, length “…in 3 bullets, professional tone, under 100 words”
Example Weak vs. Strong Prompt ▼
Weak Prompt
Summarize news about our company.
Strong Prompt
Summarize the key business risks in the attached Q3 report. Write 5 bullet points for an executive audience. Keep it under 150 words.
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Step 3

Try These Prompts Today

Email Help Email Subject Lines ▼
Prompt
Suggest 5 compelling subject lines for the following email. Make them stand out and use a professional but energetic tone. [paste email body]
Brainstorming Campaign Ideas ▼
Prompt
Generate 10 creative campaign ideas for promoting our new sustainability initiative to employees. Consider digital, in-person, and social formats.
Meeting Summary Summarize Meeting Notes (attach a file) ▼
Prompt
Summarize the attached meeting notes into a concise executive summary. List: Decisions Made, Action Items (with owner if mentioned), Open Questions.
Writing LinkedIn Post ▼
Prompt
Write a LinkedIn post about [topic]. Audience: industry peers and partners. Tone: confident and forward-looking. Max 100 words, lead with a bold opening statement.
Image Image Generation ▼
Prompt
Create a vibrant, professional image representing sustainability and innovation in the beverage industry. Style: modern, optimistic, suitable for a PowerPoint presentation.
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Step 4

Prompt Cheat Sheet

Cheat Sheet Quick-Start Prompts by Task ▼
Task Starter Prompt
Summarize a document Summarize the attached [doc] in 5 bullets for [audience]. Focus on [key areas].
Draft an email Draft an email to [recipient] about [topic]. Tone: [professional/casual]. Length: [short/medium].
Brainstorm ideas Generate 10 ideas for [goal]. Consider [constraints or context].
Edit/improve writing Rewrite the following to be more [concise/persuasive/clear]: [paste text]
Create an image Create an image of [description]. Style: [modern/vibrant/minimal]. Use for [purpose].
Meeting recap Summarize these meeting notes. List: Decisions, Action Items (with owner), Open Questions.
LinkedIn post Write a LinkedIn post about [topic]. Audience: [who]. Tone: [tone]. Max [X] words.
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Step 5

Make Copilot Smarter Over Time

Setup Custom Instructions ▼

Go to Settings → Work Profile / Custom Instructions in Copilot Chat and tell Copilot about yourself:

Custom Instructions Example
I am a [your role] at [your company]. I prefer concise, plain-language responses. When writing emails or communications for me, always match a professional but approachable tone. Avoid jargon.

You only need to set this once — Copilot will apply it to all future responses automatically.

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Step 6

Find More Prompts

Resources Prompt Gallery ▼

Visit aka.ms/Prompts to browse Microsoft’s Prompt Gallery — searchable by role, task, and app. Save your favorites and share them with your team directly in Copilot Chat.

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Getting Started

Tips to Build the Habit

Tips Daily Habits ▼
  1. 1Start small: use Copilot for one task per day
  2. 2Iterate: ask follow-up questions to refine the response
  3. 3Try Work mode for internal tasks and Web mode for general research
  4. 4Share prompts that work well with your colleagues