#61: Adios, Office!

Posted on January 24, 2025 (Updated January 30, 2025) by ewand

Microsoft is seemingly ditching it’s “Office” brand, which first appeared in 1990 to describe the now-familiar bundling of 3 apps – Word, Excel and PowerPoint. Along with numerous other apps and services being added to the family, for some time the company has been pushing the online version – Office 365 then Microsoft 365 – as the default. Despite this, there is still an on-premises, discrete licensed bundle of the latest apps – Office LTSC 2024 if you really must.

Users of M365 – either personal, family or corporate bundles – can go to office.com and sign in to access all the software, services and data associated with it. This has now been renamed to cloud.microsoft and the accompanying Office / Microsoft 365 app (which is really just a PWA, a web app hosted in what looks like a Windows application) is now Microsoft 365 Copilot, in the headlong rush to call everything Copilot even when it isn’t.

Somewhat confusingly, if the “Copilot for Microsoft 365” service isn’t available the following explanation is given on the support page for the app’s transition:

What about regions where Copilot is not available?

For regions without Copilot availability, the Microsoft 365 Copilot app will remove the Copilot tab from the Home screen across web, desktop, and mobile app endpoints. However, the app name and icon will remain the same as Microsoft 365 Copilot for branding consistency.

… so, it will still be called “Copilot” even if the actual Copilot functionality has been removed.

M365 Personal / Family subscriptions

As well as being corporate fodder, ~~Office~~ Microsoft 365 has had a consumer variant for a decade: Microsoft 365 Personal gets you a single user who can have up to 5 devices where you have the Office apps installed (as well as the use of web versions), 1TB of cloud storage in OneDrive, and you get Outlook.com email without any ads. The Family subscription is around 20% more expensive and gets you the same as Personal, but for up to 6 people.

Former Microsofties can receive M365 Family for free if they’re in the Alumni Association, and with membership being less than half the price for M365 on its own, it’s worth joining if you’re eligible. If you know someone who is a current Microsoft employee or who’s an Alumnus, they might be able to get you a Friends & Family login to the eCompany Store, which lets you buy activation codes for M365 Personal or Family at a significant discount. And here’s a trick: you can stack the codes (ie. buy 3 of them for less than the cost of a regular single year’s subscription, then just apply them all to your account to kick the renewal date forward into the long grass).

Speaking of cost, M365 Personal & Family have risen in price quite a bit recently; partly because they include a load of new AI features and those cloud-based GPUs don’t buy themselves.

Welcome Copilot Users!

At the same time as potentially naming something Copilot that isn’t, Microsoft has rolled out some basic Copilot capabilities for Microsoft 365 Personal and Family users. See here for the details of what’s included and how, though if you’re really not on board with all this AI nonsense, you can opt to stay on “M365 Family Classic”, which is the same as it was before without the Copilot and Microsoft Designer guff.

You’ll be shown lots of Copilot banners if you log in to any Office app with a M365 Personal subscription or the primary user of a Family one (only the owner of the subscription gets the extra sauce, at least for now). There are ways to disable it should you want to, though not everywhere – Outlook.com displays a banner at the top of every email offering to summarize it for you…

Predictably, the User forums are full of “HOW DO I SWITCH THIS OFF” type questions. The short version is you can’t; click the X on the right to dismiss the banner but you need to do that for every. single. email. Or just learn to live with it.

And Microsoft wouldn’t be true to form if branding and packaging was simple… there’s still Copilot Pro, which gives additional capacity or the paid-for Microsoft 365 Copilot addon to business Microsoft 365 subscriptions. And Copilot functionality in Business Applications, Security, GitHub and doubtless many more…

#47: Using Copilot for (consistent) meeting notes

Posted on October 4, 2024 (Updated October 1, 2024) by ewand

“GenAI” like Copilot and ChatGPT has been evolving quickly over the last year or two, and the more experience people have in using it has also changed their approach. Just as providing better questions to get more accurate search queries from Google / Bing, getting the best results from Copilot or the like might depend on being specific enough with your questions.

Here’s a tip courtesy of Kat Beedim, Microsoft 365 MVP from Microsoft partner, CPS. Kat is using Copilot to summarise the output of a Teams meeting, in an alternative way to the built-in Copilot for Microsoft 365 method which generates a pretty decent summary (and was recently discussed in context of the OneNote integration). While the content is generally good, using the standard approach, you will likely get differing formats of notes from one meeting to the next, depending on what was said.

Kat’s approach is to download the transcript from a meeting that you’ve attended; this may be available to anyone who joined the meeting, even if the tenant hosting the meeting doesn’t itself have Copilot provisioned. In other words, if you have access to Copilot and you can get the transcript from a meeting (which you didn’t organise, maybe even one organised by a different company) then you can generate the meeting notes.

To see if the meeting was transcribed, go back to the Chat or the Recap from the meeting within Teams and you might be able to download the transcript (as a .DOCX file).

Save the transcript file to OneDrive in the same tenant where your Copilot for M365 is, and within a Copilot prompt you can reference it… if you go to Copilot (Work) and press “/” in a prompt, it will let you choose a file (or other source of data).

Kat has provided a very polite and detailed prompt for Copilot to generate meeting notes; by using the same prompt after every project or team meeting, the same format of notes will be preserved.

Copilot, please assist me in converting the attached /(start typing the file name to select it)
into detailed meeting minutes.

Here’s what I need:

1. Identify Key Sections: Break down the transcript into distinct sections: attendees, apologies, introductions, summary of concerns, previous actions discussed, further discussions, recommendations and actions, date of next meeting. Keep to that order.

2. Summarise Discussions: Provide a detailed summary of the discussions for each agenda item, capturing the main points and any consensus reached.

3. Highlight Decisions: Clearly state any decisions made, including the rationale behind them and any dissenting opinions if applicable.

4. List Action Items: Enumerate the action items that came out of the meeting, specifying the responsible party and the deadline for each task

5. Note Attendees: Include a list of attendees and their roles or titles, as well as any apologies for absence.

6. Format for Clarity: Use full sentences and paragraphs, tables, and bold text for emphasis where necessary to enhance readability. Do not use bullet points.

7. Review for Accuracy. Ensure that the minutes reflect an accurate and impartial record of the meeting, and make any necessary edits for clarity and conciseness. Please format the minutes in a professional and presentable manner. suitable for distribution to all meeting participants and for record-keeping purposes. Thank you.

You could also open the transcript directly in Word and enter the gist of the prompt above in Copilot within Word, though formatting is a bit nicer when done from the Copilot for M365 prompt. It might be possible some day to tell it to generate a new document using a set template, but that appears to be a manual process for now.

Feel free to have a play with the prompt to get the format and the answers you want; you have 2,000 characters to give your instructions so be as descriptive as you like.

Kat’s video demo is on Write meeting minutes with Copilot – YouTube.

#45: Copilot updates flying in

Posted on September 20, 2024 (Updated September 19, 2024) by ewand

Microsoft unveiled “Wave 2” of Copilot for Microsoft 365 earlier this week; if you haven’t seen the video, you can catch it here, or check out Teams guru and MVP Tom Arburthnot’s tl;dr summary of the key announcements and the demos.

BTW, if you are a Microsoft partner, you might have heard during MCAPS Start in July, that (woo-hoo!) Microsoft was going to give you some free Copilot licenses as part of the benefit of being in the partner program.

The latest Benefits Guide shows that Copilot goodness is indeed coming in January 2025, but it might be a bit less generous than expected… Basically, don’t bank on getting more than a handful of seats as part of the package, and if you don’t think Copilot gives you enough benefit to bother paying for it, then, well…

Talking of “what’s new” with Copilot, Microsoft veteran Malcolm Bullock has a thought-provoking explanation of what he means by “Nothing has changed but everything is new”.

Some of the stuff that was announced in the Wave 2 jamboree will be coming later this year, such as Copilot automatically prioritizing your emails in Outlook. Other pieces – the Narrative Builder in PowerPoint, for example, are here already.

The PowerPoint Copilot functionality is amazing. Give it a couple of lines of content and it will generate a whole load of slides by finding out information to flesh out your idea. If you’re an expert in an area then it might seem to give a glib, high-level overview with not-quite-correct images, but all of that can be tweaked and updated later.

Here’s an example:

… and literally a few moments later, it presented…

Not bad at all. At least it has a framework which could be used to flesh out stuff in more human detail.

While Copilot might have its most immediate use in helping to create content like images or writing documents/emails for you, there are other collaborative benefits too, some of which were covered in the announcement. As Malcolm says above, maybe we will need to tweak how we collaborate (using channels instead of chat for group discussions, for example) to properly harness the capabilities to good effect.

On asking Copilot in Edge to summarize the announcement page to less than 200 words, it offered:

· Copilot Pages: Introducing a dynamic, persistent canvas for AI collaboration, allowing teams to work together in real-time with AI-generated content.

· Enhanced Microsoft 365 Apps: Significant improvements in Teams, Excel, PowerPoint, Outlook, and Word, including new features like Copilot in Excel with Python for advanced data analysis.

· Copilot Agents: New AI assistants to automate and execute business processes, with an easy-to-use agent builder for creating custom agents.

· User Feedback and Updates: Over 700 product updates and 150 new features based on feedback from nearly 1,000 customers, improving performance and user satisfaction.

So there are lots and lots of new features coming, if not here already. Yay.

Meetings, transcripts and notes

One of the nicer new widgets that Copilot has brought recently is for putting meeting notes into OneNote. Previously, to record what happened in a meeting, you’d ask either Teams Premium or Copilot to generate some kind of notes, then copy/paste the text into OneNote alongside other stuff you might have jotted down yourself during the meeting.

Now, it’s made the process a whole lot easier – first, you need to be sure the meeting has been recorded or transcribed. If you go back to the Meeting inside Teams (look in the Chat node), you might see a Recap option which will give you the summary of what happened, along with actions that were discussed:

Now, go into OneNote, navigate to your existing notes page for a meeting (or create a new one) and go to Insert Meeting details. It will offer you a pane on the right side showing a selection of meetings from your calendar.

Previously, this would have copied just the bumph from Outlook like the date/time, subject and who the attendees were – useful as that is – but now has added a bunch more…

It’s a brilliantly useful way of adding some extra content to notes you might already be taking, or just to more easily organize notes and follow up actions from within OneNote rather than grubbing about in Teams to find them.