Handle Your Tasks with These M365 Copilot Prompts

A soccer player in a red and yellow jersey is shown holding the M365 Copilot logo in his hand during a match, humorously illustrating the idea of keeping essential Copilot prompts always at hand.
Stay in Control: Keep These M365 Copilot Prompts at Your Fingertips

I’d like to share my favorite M365 Copilot prompts. These prompts help streamline tasks, prioritize work, and stay on top of leads and emails. They’re designed to be versatile for various roles, not just sales.

Task Management and Reporting Prompts

Daily Checklist and Time Management

  1. Create a daily checklist: Generate a daily checklist based on my upcoming meetings and emails, prioritize by impact, and allocate time blocks for focused work.
  2. Identify top tasks: From the daily checklist, identify the top three tasks requiring immediate attention. Suggest the most efficient sequence to tackle them and draft a brief update email summarizing the progress on these tasks.
  3. Task alignment and scheduling: Identify tasks aligned with my role as a [insert title or role description] and schedule them according to my energy levels throughout the day, ensuring high-impact tasks are placed in my peak productivity windows.

Lead Management Copilot Prompts

Open Leads and Actions

  1. Check for open leads: Review my emails and Teams for any open leads.
  2. Pending actions on leads: Examine my emails and Teams for any actions pending, specifically looking for open leads and opportunities with customers.
  3. Create a report on leads: Investigate my SharePoint, emails, and Teams to create a succinct report for the leadership team on my work, achievements, and progress in closing leads, including relevant impact numbers.

Email Management Copilot Prompt

Customer Email Summary

  • Summarize customer emails: Provide a table with any emails received from [time period] from [customer domain] and a summary of each email with any required action items.

These prompts can significantly improve productivity and ensure that you stay organized and proactive in managing your tasks and communications.


If you like these M365 Copilot prompts, check out my tutorial on how to use Copilot in Excel. If you’re interested in learning more about the impact of AI, check out my book Decisively Digital (Amazon). Stay tuned for more updates!

What are your favorite Copilot prompts? Share them on LinkedIn, Instagram or X (Twitter):

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How to Use Copilot in Excel: Mastering Excel with M365 Copilot – Data Analysis Tutorial

How to Use Copilot in Excel: A screenshot from an Excel Copilot demo showing various charts and graphs analyzing donor data. The interface includes a Copilot preview pane suggesting insights, and a video overlay of a presenter explaining the data. Graphs display information such as winter donations by date, donation amounts by last name, age distribution by gender and membership status, and occupation impact on donation behavior.
How to Use Copilot in Excel: Screenshot of the Excel Copilot video on Youtube analyzing donor data with graphs and insights.

Welcome to our deep dive into donor data with Excel Copilot! We will explore insights from our donor dataset to understand donor behavior, campaign effectiveness, and seasonal trends. Let’s learn how to use Copilot in Excel and dive into the data to see what stories it tells us.

How to Use Copilot in Excel with Copilot Prompts

To begin, look for the Copilot icon in the upper right corner. Copilot suggests actions such as „show data insights“, which we’ll select. Then select „+ Add to new sheet.“

Visual Enhancement

To make our data more engaging, let’s add a colorful icon next to donors whose donation amount exceeds $100. This visual cue will help us quickly identify high-value donors.

Excel Copilot Prompt: Add a colorful icon if Donation_Amount is more than 100.

Days Since Last Donation

Next, we’ll calculate the number of days since each donor’s last donation. This will help us identify recent donors versus those who haven’t donated in a while.

Excel Copilot Prompt: Calculate the number of days since each donor’s last donation and add this as a new column.
Action Step: Insert Column

Campaign Effectiveness

Let’s analyze how different communication methods, such as email and phone, impact donation amounts. We will identify which method is most effective for different donor segments.

Excel Copilot Prompt: Analyze the effectiveness of different communication methods (email, phone) on donation amounts. Identify which method is most effective for different donor segments.

Occupation Impact

Let’s examine the impact of donor occupations on their donation behavior. We’ll look at donation amounts and frequencies across various occupations to see which ones are associated with the highest donations.

Excel Copilot Prompt: Examine how a donor’s occupation affects their donation behavior, including donation amount and frequency. Identify which occupations are associated with the highest donations.

Lifetime Value (LTV)

Next, we will compute the lifetime value of each donor, which is the total amount donated over time. This will give us a sense of each donor’s value to our organization.

Excel Copilot Prompt: Compute the lifetime value (total donations over time) for each donor and add it as a new column.
Action Step: Insert Column

We’ll identify seasonal trends in donations by calculating the total donations for each donor during different seasons: spring, summer, fall, and winter. These insights will help us tailor our campaigns to seasonal patterns.

Excel Copilot Prompt: Identify seasonal trends by calculating the total donations for each donor during different seasons (spring, summer, fall, winter) and add these as new columns.
Action Step: Insert Columns

Conclusion

By analyzing these aspects of our donor data, we gain valuable insights into donor behavior, campaign effectiveness, and seasonal trends. This information will empower us to make informed decisions and enhance our fundraising strategies. Thank you for joining me in this data exploration. Let’s open the floor for any questions or further discussion!

How to Use Copilot in Excel: Watch the Full Video

Watch the full Excel Copilot Tutorial on Youtube:

Download the Dataset

Get the dataset used in this Excel Copilot tutorial: Download Donors.xlsx Dataset

Don’t forget to like, share, and subscribe for more insightful demos and data-driven strategies! If you’re interested in learning more about the impact of AI, check out my book Decisively Digital (Amazon).


Stay tuned for more updates and feel free to leave your questions or comments below. Happy data exploring!

AI & Society: Charting the Unprecedented Growth of Artificial Intelligence with Decisively Digital

Alexander Loth presenting his book Decisively Digital
AI & Society: AI’s impact on society discussed in Decisively Digital: From Creating a Culture to Designing Strategy. John Wiley & Sons. (photo by Gerhard Müller)

Three years ago, while drafting my book Decisively Digital (Amazon), I believed that the peak popularity of artificial intelligence (AI) was nearing its zenith. Little did I realize then how profoundly and rapidly the landscape of AI would transform, much like the unexpected and remarkable discovery of the Higgs boson in particle physics. The current surge in AI interest, fueled by innovations like ChatGPT and Copilot, has catapulted AI into a realm of unprecedented growth and societal impact.

AI’s Journey: From Concept to Ubiquity

The journey of AI from a niche concept in the labs of computer scientists to a ubiquitous force in society mirrors the trajectory of many revolutionary technologies. In its infancy, AI was a subject of academic curiosity, often confined to theoretical discussions and small-scale applications.

However, as technology advanced, we witnessed the birth of practical AI applications. From rudimentary chatbots to sophisticated machine learning algorithms, AI began to find its footing in the real world. These applications, although impressive, were just the tip of the iceberg.

Today, AI is not just a tool but a companion in our digital journey. Platforms like ChatGPT have democratized AI, making it accessible to everyone. They’ve turned AI from a mere concept into a daily utility, reshaping how we interact with technology and each other.

AI’s Impact on Society

AI is redefining job roles and industries. It’s automating mundane tasks, enhancing productivity, and even creating new career paths. While there are concerns about AI displacing jobs, it’s also undeniable that AI is creating opportunities for more creative and strategic roles.

As AI becomes more ingrained in our lives, ethical and societal considerations come to the forefront. Issues like privacy, bias in AI algorithms, and the digital divide need urgent attention to ensure that AI benefits society as a whole.

From personalized recommendations on streaming services to AI-assisted medical diagnostics, AI’s presence in our daily lives is growing. It’s not just a corporate or academic tool; it’s becoming a personal assistant, a healthcare advisor, and much more.

The Future of AI and Society

The future of AI is not just about technological advancements but also about how we, as a society, adapt to these changes. It’s about ensuring that AI grows in a way that is ethical, equitable, and beneficial to all.

As AI continues to evolve, it’s essential for individuals and organizations to stay informed and adapt to these changes. Embracing AI doesn’t mean blind adoption; it means understanding its capabilities and limitations and using it to enhance our lives and work.

AI is a catalyst for innovation, driving advancements in various fields. Its potential to solve complex problems and create new opportunities is immense. We are just scratching the surface of what AI can achieve.

Conclusion

The growth of AI, much like the discovery of the Higgs boson, is a breakthrough moment in our history. It’s a testament to human ingenuity and a reminder of the rapid pace of technological change. As we stand at this crossroads, it’s crucial to ponder how AI will shape our society and how we, in turn, will shape AI. The journey of AI is not just about technological development; it’s about the evolution of our society as a whole.


Explore more about the interplay of AI and society in my book Decisively Digital.

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What is Microsoft Fabric? Unveiling Microsoft’s New Data Platform for the Era of AI

What is Microsoft Fabric: The Data Platform for the Era of AI
What is Microsoft Fabric: The Data Platform for the Era of AI

In the complex world of data analytics, a data lake serves as a centralized repository where you can store all your structured and unstructured data at any scale. It offers immense flexibility, allowing you to run big data analytics and adapt to the needs of various types of applications. But imagine having more than just a data lake. Imagine having an entire suite of data management and analytics services that work seamlessly together. That’s where Microsoft Fabric comes in.

Microsoft Fabric is an all-in-one analytics solution designed for enterprises. It spans everything from data movement and data science to Real-Time Analytics and business intelligence. It offers a comprehensive suite of services, including a data lake, data engineering, and data integration, all conveniently located in one platform.

Before we dive in, don’t miss out on joining our LinkedIn group, Microsoft Fabric & Power Platform!

Use Cases of Microsoft Fabric in Data-Driven Companies

Microsoft Fabric covers all analytics requirements relevant to a Data-Driven Company. Every user group, from Data Engineers to Data Analysts to Data Scientists, can work with the data in a unified way and easily share the results with others. The areas of application at a glance:

  • Data Engineering: Data injected with the Data Factory can be transformed with high performance on a Spark platform and democratized via the Lakehouse. Models and key figures are created directly in Fabric.
  • Data Warehousing: A powerful, scalable SQL engine enables stable and high-performance workloads for datasets and reports. Data is stored in native formats in the data lake. As a business intelligence platform, Power BI provides fast and intuitive access and cross-database analysis.
  • Self-Service Analytics: Following the data mesh paradigm, a single data team can be provided with a decentralized self-service platform for building and distributing their own data products.
  • Data Science: Azure Machine Learning functionalities are available by default. Machine learning models for applied AI can be trained, deployed, and operationalized in the Fabric environment.
  • Real-Time Analytics: With Real-Time Analytics, Fabric includes an engine optimized for analyzing streaming data from a wide variety of sources – such as apps, IoT devices, or human interaction.
  • Data Governance: The OneLake as a unified repository enables IT teams to centrally manage and monitor governance and security standards for all components of the solution.

Users can also be supported at all levels by AI technologies. With Microsoft Copilot, Microsoft Fabric offers an intelligent chatbot that translates voice instructions into concrete actions. Developers have the opportunity, for example, to create their program codes, set up data pipelines, or build models for machine learning in this way. In the same way, business users can use the copilot to generate their reports and visualizations for data analysis using voice input alone.

Simplifying Data Analytics: How Microsoft Fabric Offers a Unified, End-to-End Solution

With Fabric, you don’t need to piece together different services from multiple vendors. Instead, you can enjoy a highly integrated, end-to-end, and easy-to-use product that is designed to simplify your analytics needs. One conceivable deployment scenario for the future is data mesh domains with Microsoft Fabric that are connected to an existing lakehouse based on Azure Data Lake Storage Gen2 and Databricks or Synapse. In this setup, the lakehouse continues to handle the core data preparation tasks.

Meanwhile, the decentralized domain teams can use the quality-assured Lakehouse data via Microsoft Fabric using shortcuts to create and deploy their own use cases and data products. Such an approach could prove to be an ideal option, as it optimally complements the advantages of both approaches. The platform is built on a foundation of Software as a Service (SaaS), which takes simplicity and integration to a whole new level.

Microsoft Fabric is not just another addition to the crowded data analytics landscape. Centered around Microsoft’s OneLake data lake, it boasts integrations with Amazon S3 and Google Cloud Platform. The platform consolidates data integration tools, a Spark-based data engineering platform, real-time analytics, and, thanks to upgrades in Power BI, visualization, and AI-based analytics into a single, unified experience.

Microsoft Fabric Pricing Streamlines Your Data Stack for Optimal Cost Efficiency

The rapid innovation in data analytics technologies is a double-edged sword. On one hand, businesses have a plethora of tools at their disposal. On the other, the modern data stack has become increasingly fragmented, making it a daunting task to integrate various products and technologies. Microsoft Fabric aims to eliminate this „integration tax“ that companies have grown tired of paying.

Microsoft Fabric is built around a unified compute infrastructure and a single data lake. This uniformity extends to product experience, governance, and even the business model. The platform brings together all data analytics workloads—data integration, engineering, warehousing, data science, real-time analytics, and business intelligence—under one roof.

Microsoft Fabric introduces a simplified pricing model focused on a common Fabric compute unit. This virtualized, serverless computing allows businesses to optimize costs by reusing the capacity they purchase. The multi-cloud approach, with built-in support for Amazon S3 and upcoming support for Google Storage, ensures that businesses are not locked into a single cloud vendor.

Enhanced Data Governance with Microsoft Purview

Data governance is another area where Microsoft Fabric excels. Using Microsoft Purview, allows businesses to manage data access meticulously. For instance, confidential data exported to Power BI or Excel will automatically inherit the same confidentiality labels and encryption rules, ensuring security.

Microsoft Fabric also offers a no-code developer experience, enabling real-time data monitoring and action triggering. The platform will soon incorporate AI Copilot, designed to assist users in building data pipelines, generating code, and constructing machine learning models.

My Personal Experience so far

Having personally demoed Fabric to over 20 enterprises, the excitement is palpable. The platform simplifies data infrastructure while offering the flexibility of a multi-cloud approach. Most notably, it’s built around the open-source Apache Parquet format, allowing for easier data storage and retrieval.

Microsoft Fabric is currently in public preview and will be enabled for all Power BI tenants starting July 1. The platform promises to be more than just a tool; it aims to be a community where data professionals can collaborate, share knowledge, and grow. So, when someone asks you, „What is Microsoft Fabric?“ you’ll know it’s not just a product; it’s a revolution in data analytics.

Join our Microsoft Fabric & Power Platform LinkedIn Group!

Our LinkedIn group has changed its name to Microsoft Fabric & Power Platform to reflect the evolving ecosystem and the seamless integration between Power Platform technologies like Power BI, Power Apps, and Power Automate with Microsoft Fabric tools like OneLake and Synapse.

If you’re as excited as I am about the future of data analytics and business intelligence, then I’ll invite you to join our LinkedIn group, Microsoft Fabric & Power Platform, a community dedicated to professionals who are eager to stay ahead of industry trends.