Maximizing Your Investment in Copilot for Microsoft 365

John Oppel, Microsoft Field CTO at ivision July 23, 2024

When leveraging new tools and technology solutions, organizations want to understand how to maximize their investment and fully leverage all new capabilities. This is especially true for emerging technologies that are newer to the market and not widely proven commodities or services. Copilot for Microsoft 365 is the perfect example of an emerging tool that can greatly enhance business capabilities as groups, departments, and employees make the most of the solutions.

The initial proof of value implementation is just the beginning of your Copilot journey. Empowering all groups in your organization to leverage different functionalities to discover efficiency gains is key to maximizing your investment. Attention to user adoption is a critical path to success with Copilot. Forrester Research recently released a new Copilot study, New Technology: The Projected Total Economic Impact™ Of Microsoft Copilot For Microsoft 365, which quantified potential return on investment (ROI) of using Copilot for M365. Benefits in this study are significant.   

Benefits of Copilot

According to Forrester, Copilot can offer substantial value to businesses small and large.

Make the most of your investment by leveraging some of ivision’s “lessons learned” tips below:

Properly Prompting

The key to a good Copilot output is a good prompt. The key to creating a good prompt is to identify and incorporate these four factors:

  1. Goal: What are you looking to get out of Copilot for this task?
  2. Context: Who is involved, and why does the group need it?
  3. Source: What information should Copilot be pulling from?
  4. Expectation: How would you like Copilot to respond?

Prompt Library

ivision finds that Prompt Library platforms, such as Prompt Buddy, are invaluable tools to create a space in Microsoft Teams where your departments (or even the whole organization) can share and discover favorite and meaningful AI prompts. The Prompt Buddy app is preloaded with Microsoft Copilot prompts that can be categorized by Office application or function and allow your team to add and share their own prompts created during common use case development and on-going adoption of Copilot.

Momentous Integrations

Integration of Copilot with other tools or platforms broadens the scope of efficiency and ties together different projects, lines of business applications, and platforms. ivision’s Purview integration will help ensure that your business is prepared to securely and responsibly leverage Copilot for M365. Connecting Copilot capability integrated with Microsoft Teams allows you to design custom message extensions based on a specific team or project, enhancing your chat experiences and making conversations more productive. Our integration with Power Platform boosts and streamlines efficiencies through a unified data platform.

Be Creative

Dynamic jobs require dynamic tools. Most professionals never live the same workday twice, and Copilot helps you transition through your to-do list seamlessly. Odds are, if your task touches one or many Microsoft technologies, Copilot has a way to enhance your experience. Whether it’s tracking issues, streamlining inventory checks, or retrieving customer insights, Copilot helps your business do more with less effort.

Team Up with Reliable & Knowledgeable Microsoft Partner

As a Microsoft Managed Partner, ivision has exclusive access to resources, training, and expertise to help you navigate Copilot. We specialize in maximizing the capabilities of Microsoft 365 Copilot, helping businesses streamline workflows, enhance collaboration, and boost productivity. ivision can help you select and integrate the right tools and resources so your organization can unlock the full potential of Copilot while driving innovation and maintaining a competitive edge. Reach out today to get started.