Work Smarter: Copilot Productivity Tips for Secure Insights

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GabeHo

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With the slate of enhancements for Microsoft 365 Copilot just announced, I thought it’d be interesting to take a look at some everyday use cases and see how you can take advantage of some of them. Today, we’ll briefly examine what enterprise data protection (EDP) in Microsoft 365 Copilot and Microsoft Copilot can help you to confidently do, and why we think it’s so important.



First, what is EDP? It refers to controls and commitments, under the Data Protection Addendum (DPA) and Product Terms, that apply to customer data for users of Microsoft 365 Copilot and Microsoft Copilot. It applies to both Microsoft 365 Copilot and Microsoft Copilot when you’re signed in with your Entra ID.



Check out the link to get the details, but at a high level, it means your data is private and secure and is not used to train the foundation models. This allows you to confidently leverage Copilot to get your job done without risking data leakage. Now let’s take a look at how this can come in handy!



Tip 1: Find out how your product stacks up with competitors



Let’s say you have an internal document that lays out the specifications for your latest product and you need to figure out how to bring it to the market. EDP means that I can attach the file to my prompt knowing it will stay secure as Copilot reasons over it, combining information from my data with the latest information on the web, to provide me with a response.



1. Here I am, in the “Web” scope of Microsoft 365 Copilot.


A screenshot of Microsoft CopilotA screenshot of Microsoft Copilot



2. I enter the prompt,
“ Use the product specifications from this document, and create a table comparing my new ebike to other offerings on the market. I want to find out how my product stacks up, and get ideas for what I should price my bike at.”



3. I select the paperclip icon on the bottom right of the chat window and select the product specification document from my files.



A screenshot of the chat window with a prompt and file linkedA screenshot of the chat window with a prompt and file linked



A screenshot of the results returned by Copilot in a tableA screenshot of the results returned by Copilot in a table



A screenshot of the response provided by Copilot with analysis on competitor offeringsA screenshot of the response provided by Copilot with analysis on competitor offerings



Copilot provides me with the table I asked for, while also providing some of the analysis and pricing strategy I had asked about and the information in my exchange with Copilot is not going to train foundation models or be risk being leaked.



Tip 2: Simplify collaboration further with Microsoft 365 Copilot



If you have a Microsoft 365 Copilot license, you can further simplify collaboration with your coworkers using Copilot Pages.



1. In the work scope of Business Chat, I put in the same prompt, this time in the Work scope of Microsoft 365 Copilot. This time, to link my file to the prompt, I simply use the forward slash button.



A screenshot of Microsoft 365 Copilot Business ChatA screenshot of Microsoft 365 Copilot Business Chat



2. With the response from Copilot, I then select “Edit in page”. Copilot automatically brings over its response to a Page.



A screenshot of the response from Copilot, with the button Edit in PageA screenshot of the response from Copilot, with the button "Edit in Page"



3. On the page, I’m able to either select share on the top right, or directly tag my coworkers by @ mentioning them and immediately collaborate on the content.

A screenshot of Business Chat and a Page componentA screenshot of Business Chat and a Page component



Alternatively, I could share either a link to the page, or copy the page component into an email, the same way I would a Loop component (If you want to learn more the experience, we explored using Copilot in Loop in my previous blog here).



For instance, I could @ mention Bri, and ask her to take a look and add her thoughts and ideas. She could do this directly on the page, and even ask Copilot to help her.



These small but simple ways to use Copilot have significantly improved and changed the way I work, tackle challenges, and collaborate.



I’d love to hear what other ways you might find this helpful to you!

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