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Microsoft Copilot

Microsoft Copilot — User Guide

Microsoft Copilot; Windows & Office.

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Strengths
  • Deep integration with Word, Excel, PowerPoint, Outlook, Teams
  • Based on GPT-4 technology, strong ability to understand and generate
  • Enterprise data security, compliant with Microsoft compliance standards
  • The free version has rich functions, and the enterprise version has more comprehensive functions.
Best for
  • Word document drafting and polishing
  • Excel data analysis and formula generation
  • PowerPoint presentation automatically generated
  • Outlook message summaries and reply suggestions

Using Copilot in Word

Draft, rewrite, and summarize documents in Word using Copilot.

Scenario

Draft project proposals

Prompt example 
Click the Copilot icon in Word and enter: Draft a project proposal for
implementing an AI customer service system, including objectives, timeline,
budget estimate, and expected ROI
Output / what to expect
Copilot generates a complete project proposal framework, including executive summary, project goals, implementation schedule, budget estimate and expected ROI. The format is standardized and can be directly edited and improved.
Tips

After generation, use the "Rewrite" function to adjust the tone (more formal/concise), or the "Summarize" function to generate an executive summary.

Scenario

Summarize long documents

Prompt example 
Open a 50-page report, click Copilot, enter: Summarize this document,
highlighting the key findings and recommendations
Output / what to expect
Copilot generates a one-page executive summary that refines core findings and recommendations, saving more than 80% of reading time.
Tips

You can ask specific questions such as "What are the main risks mentioned in this document?" to gain a deeper understanding of the document content.

Excel data analysis

Analyze Excel data with natural language, no complex formulas required.

Scenario

Analyze sales data trends

Prompt example 
Select the sales data table, click Copilot, and enter: Analyze the sales
trend over the past 12 months and identify the top 3 performing products
Output / what to expect
Copilot analyzes the data, generates trend charts, lists the three products with the highest sales and their growth rates, and provides text analysis instructions.
Tips

You can ask Copilot to insert charts directly into Excel or export analysis results as a Word report.

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