Microsoft Copilot Chat Learning Series

Information & Security • October 13, 2025 • Grayce Turnbach

As access to AI tools continues to expand, eMoney’s AI Committee is committed to identifying ways to help employees use them effectively and responsibly. Tools like Microsoft Copilot Chat (available to all eMoney employees!) can simplify daily tasks, boost productivity, and even spark new ideas – especially when used thoughtfully and with purpose.

That’s why we partnered with Microsoft for a three-part learning series designed to help you unlock Copilot’s full potential.

Learning Session Replays

Session 1: Copilot Chat Overview & Prompt Building

A partner from Microsoft walked through Copilot Chat, showing how this powerful AI tool can help you:

Summarize documents and compare data instantly
Draft emails, statements of work, and marketing plans
Visualize data and collaborate in real time
Build smarter prompts
Understand the difference between public AI tools and our secure enterprise version

Whether you’re just getting started or already experimenting, this session is full of practical tips and inspiring use cases. Watch the recording below!

Session 2: Promptathon

This session focused on mastering prompt-building techniques to unlock productivity and creativity with Microsoft Copilot.

Key Takeaways

Copilot Chat Overview: A secure, web-grounded AI tool integrated across Microsoft 365 apps like Word, Excel, PowerPoint, and Outlook to help with summarization, drafting, and idea generation.
Prompting Fundamentals: Effective prompts include Goal, Context, Source, and Expectations (GCSE framework). More detail = better results.
Practical Use Cases: Summarize documents, draft recap emails, generate ideas, prepare presentations, translate messages, and visualize data.
Top 10 Prompts to try for those just getting started!
Best Practices:
- Use natural, conversational language.
- Add tone, style, and persona instructions for tailored outputs.
- Break complex tasks into steps and refine iteratively.
- Ask Copilot for feedback on your prompts.
Security Assurance: All data stays within eMoney’s enterprise boundary – your prompts and files are not used to train models.

Session 3: Practical Prompting & Agent Mode Preview

This session focused on bringing prompt techniques to life with practical demos and real-world examples of using Copilot Chat across Microsoft applications and standalone. It also previewed upcoming features.

Key Highlights

Session Context
- Recap of previous sessions:
  - Session 1: Core features of Copilot Chat and secure access.
  - Session 2: Advanced prompt techniques and conversational strategies.
  - Session 3: Apply techniques through demos and explore future capabilities.
Prompting Best Practices
- GCSE Framework: Goal, Context, Source, Expectations.
- Tips for effective prompts:
  - Clarity and length matter.
  - Break tasks into multiple steps.
  - Use persona-based prompting (e.g., “Act as a product manager”).
  - Ask Copilot what it needs from you.
  - Test, refine, and iterate.
Live Demonstrations
- Prompt Gallery: How to save and reuse prompts for recurring tasks.
- Research & Analysis:
  - Multi-turn prompts for competitor comparisons and product insights.
  - Formatting outputs into tables for clarity.
- Outlook Integration:
  - Summarizing long email threads.
  - Drafting concise, actionable replies.
- Word:
  - Summarizing documents.
  - Creating intro paragraphs and executive summaries.
- PowerPoint:
  - Generating slides from content.
  - Adding visuals using Copilot Designer.
  - Preparing for presentations (speaker notes, anticipated audience questions).
- Excel:
  - Analyzing complex datasets.
  - Generating insights, charts, and recommended actions.
  - Creating PowerPoint summaries from Excel analysis.
Upcoming Feature: Agent Mode (Early 2026)
- Enables Copilot to edit content directly in Word, Excel, PowerPoint, and Outlook.
- Examples:
  - Auto-format documents and apply changes.
  - Summarize entire inbox and prioritize emails.