Fundamentals of Generative AI and Copilot

0:01My name is Simona, that's me here.

0:03And this is the first skill in my course designed to accompany the Microsoft AB730 exam

0:09for the AI Business Professional Certification.

0:12Now, the focus for this course will be on using Microsoft's generative AI-powered productivity tools,

0:18that's Microsoft 365 Copilot, to improve your day-to-day work.

0:23You know, to speed up creating documents and analysing business content and whatnot.

0:27More on all of that lot later.

0:29But wait, if we describe Copilot as a generative AI-powered tool,

0:34well, that's the first thing I'd like us to tackle.

0:37What do we mean by the term generative AI?

0:41What is generative AI?

0:43And you can see just a single sentence here to put it into a nutshell.

0:46So, we can describe generative AI as a subdomain or a branch of artificial intelligence,

0:54which is designed to produce or to generate brand new content,

0:59such as text or images or even video and audio, from just a simple description.

1:06So, no programming required.

1:08Well, by that I mean, there's no programming required by us, the end user.

1:13But of course, there's an awful lot going on behind the scenes.

1:15Because in fact, under the hood, actually, we are programming when we use these tools.

1:20It's just that we're programming in plain language, you know, natural language,

1:24as if you were talking to a human.

1:26And so, we'll pick up on that idea again another time when we learn how and why

1:30we need to put some thought into the simple description that we do type into these tools

1:34rather than just typing a random thought and hoping for the best.

1:38Oh, and I should say that this simple description would be known as a prompt.

1:42But as I said, more on all of that another time.

1:45Now, for our purposes for this course, this definition really is all I need you to worry about

1:51when it comes to understanding what generative AI is.

1:54And while it falls woefully short of painting anything like the complete picture of generative AI,

2:00I'd like you to be confident that yes, generative AI generates new content, marvellous,

2:06but also that it's just a small part of the wider field of AI.

2:13So, it's just a branch or a subdomain of the overall field of artificial intelligence AI.

2:18And in fact, let me show you this slide here, which I stole from my esteemed colleague,

2:23Jonathan Barrios, who has created a lot of AI training here at CBT Nuggets.

2:28And he is quite possibly one of the most interesting people you could ever hope to meet.

2:32But here you can see that he says, if we think of AI as a box of goodies,

2:37then yes, generative AI is in the box, but it is not the whole box.

2:41So AI, artificial intelligence, is the broad field, including, for example,

2:46machine learning and deep learning.

2:48And yet here we go, generative AI.

2:51And I'm guessing that you have already experienced, perhaps to some degree,

2:55using a generative AI powered tool.

2:58For example, for many of us, well, certainly for me, it was the chat GPT chat bot

3:03that was my first experience of seeing generative AI in action.

3:07And of course, since then, we've seen others pop up with Gemini being Google's generative AI tool

3:13and Copilot, of course, being Microsoft's.

3:15And there are others too.

3:16Now, I'm not going to step on Jonathan's toes by digging any deeper into the technical side,

3:21but there is just a term you might hear in the context of AI and generative AI,

3:26and that's LLM, which stands for large language model.

3:30And LLMs are key players in generative AI

3:34because they provide the foundation for your generative AI tool,

3:38whichever one you're using, to be able to understand your natural language requests rather than programming.

3:44But anyway, under the video in this skill, I have given you a link to one of Jonathan's AI courses,

3:49the first skill of which does a really fantastic job of exploring AI and its different types

3:55and therefore how generative AI fits into the bigger picture.

3:58And I urge you to take a look if you would like to.

4:01It's not super technical. It's designed for end users and can provide some really interesting insight.

4:06But that is optional extra homework for you.

4:09You do not need that background for the AB730 exam.

4:13So I'll leave that up to you.

4:15But if you really do want to get more technical, then Jonathan has got loads of other AI courses as well.

4:20And I urge you to take a look if that is the direction that you want to go in.

4:24And finally, in this short introductory video, in order to set the scene for us,

4:28as business users making use of generative AI tools, well, why should we care what's in it for us?

4:35I mean, if you're as old as me, you might be thinking, well, I've managed this long without it.

4:39Why do I need to bother? Or maybe there's a feeling of kind of not wanting to tempt fate

4:44and start using it for fear that it'll end up doing your job better than you can and you find yourself out of a job.

4:49And while I do understand that concern, I think we need to appreciate that it can help you to do your job better.

4:56It can make life easier for you. And very quickly, without really knowing very much about AI at all,

5:02you'll start finding it fantastically helpful for, for example, summarizing long or complex or badly written content.

5:10I mean, who's got the time to read, I don't know, a 96 page legal brief?

5:15Just give me the highlights, please. Then I can decide if I want to spend the time to read all 96 pages.

5:21So summarizing content is a fantastic application of generative AI, which anybody can use right off the bat.

5:29And even if you prefer to listen to a summary rather than read a summary, you can get it to do that as well.

5:34And it's not just summaries for long and complicated documents, but also, as you can see here, for badly written content.

5:41Have you ever received a long, rambling email from someone?

5:44Or even worse, imagine that that long, rambling email has had several long, rambling replies

5:49and you find yourself looking at it and thinking, huh, is there any action for me here?

5:52What is it I should be taking away from this email thread?

5:55Do I really have to untangle this great long collection of emails in order to figure out the key takeaways?

6:01And this next one, suggesting innovative ideas. Well, if you need to create a presentation or write a report,

6:07it can sometimes be really hard to get started. It's quite daunting, isn't it?

6:10Sometimes looking at a blank piece of paper or staring at a blank screen, I suppose I should say.

6:16So to get your generative AI-powered tool to draft something for you can really help get you started.

6:22And actually, I can remember my very first experience of using ChatGPT

6:27when I was creating one of my project management certification courses,

6:30because when we put together certification courses here at CBT Nuggets,

6:34obviously we scour every detail on the exam content outline provided by the vendor.

6:40And I can remember looking at what was it? Yeah, this bullet point here.

6:45I'm thinking, really? How is a real time survey or a poll? How is that a meeting tool?

6:51I mean, my mind just went blank. I was exhausted and drained from having to interpret every single bullet point on this very long document.

6:58And yeah, you guessed it. I asked ChatGPT how real time surveys or polls could be useful meeting tools.

7:04And it gave me some really interesting ideas. So it got me over that block.

7:09So, yeah, at the simplest level, without knowing much about how AI works,

7:14we can use these tools to do our jobs better by ultimately streamlining the boring stuff like drafting emails,

7:21generating reports, automating mundane tasks. And that's got to be a win.

7:27Right. So to wrap up this introductory video then with a quick look at what we'll cover in this course.

7:32So the rest of this skill will be picking up on a bit more background information about the Copilot product itself,

7:39using AI responsibly and how security and privacy is managed, that kind of thing.

7:44And then in the following skills, we are going to be actually learning how to use Copilot in your day to day Microsoft Office experience.

7:52So you can see, yeah, best practices for managing prompts, drafting and refining business content,

7:57analysing and visualising data, obviously in Excel, using Copilot in Teams and Outlook and even creating Copilot agents.

8:06And the ultimate goal of this course is twofold.

8:09So, yes, it will help you prepare for the AB730 AI Business Professional exam,

8:14and it will also help you as an end user see how to use Copilot in your Microsoft Office applications to help you with your daily work.

8:23Does that sound good to you? Let's get started.

0:01If somebody were to say to you, oh yeah, I'm using Copilot, well that could mean lots of different things

0:07because as per the title of this section, there is quite a variety of different Copilot experiences.

0:13And so I think it's best to think of the term Copilot as the generic name for Microsoft's AI-powered functionality

0:20but exactly how and where you see that functionality and what exactly it's able to do for you, well that will vary.

0:28If you use Windows and Microsoft's Edge browser, then it is kind of hard to avoid Copilot.

0:34You really can't escape it because it's built into pretty much everything that Microsoft does.

0:39For example, here in Edge, you can see the Copilot logo just here at the end of the search box.

0:44You can also see the Copilot logo next to this chat button up here at the top right-hand corner.

0:49And look, you can also see that I apparently have the preview for something called Copilot Discover switched on.

0:55And when I researched this, because this was new for me the other day, basically it appears that Copilot Discover controls

1:01what is shown just here with a personalised experience driven by, you guessed it, AI.

1:07But anyway, let's just do a couple of standard web searches so we can see how anybody can start using Copilot without even really realising.

1:16So I'm just going to start off with a straightforward web search. I don't want to use AI just yet.

1:20And the example that I'm going to do, and to save me typing, I will just pick it from the history here.

1:25So, can I retire at 50 with 500,000? So I do that.

1:29And sure enough, as you would expect from a standard web search, no matter what search engine you use,

1:35as I scroll down, I'm getting various links here which I could then use to learn about that topic and discover what I need to discover.

1:42But you'll also see I do appear to have an AI-generated summary up here.

1:47So I can expand this and it's giving me quite an interesting summary here that seems to have links to different sources, which is quite nice.

1:54But for me, at first glance, I'm thinking, oh, well, hang on a minute. It's talking about dollars here.

1:59So I'm in the UK and we don't use dollars. We use British pounds.

2:02So I'm already thinking, you know, how relevant is that?

2:06So I think you do get better AI-driven summaries if, look at the top here, you choose the Copilot search button just here.

2:14You can see there's an outline of the same Copilot logo.

2:17So if I choose that, then, you know, it's put in that same search term there, but this time kind of as part of a chat.

2:23And I'm getting, again, a summary. But, oh, look at this.

2:26It's now showing me UK pounds and it's giving me much more specific information about retiring in the UK.

2:33So it's telling me, for example, there we go, that in the UK, private pensions can't be accessed until you're 55.

2:39And it's going to tell me at some point when I get the state pension here in the UK.

2:42So that actually gives me a really good summary of whether or not one could retire at the age of 50 with 500,000 pounds.

2:50And now I'm engaged in this Copilot chat experience.

2:54Look down the bottom. It's inviting me to ask a follow up.

2:58So I might type in something like, would it be better if I carried on working for another five years?

3:09So I just press enter and I'm carrying on the conversation.

3:12And you can see that it's going to continue that same chat on that same topic.

3:16And it says to determine whether continuing to work for five more years is better than retiring at 50 with 500K, then blah, blah, blah.

3:23So, yeah, that is a great generative AI experience without really knowing anything about how Copilot works or how generative AI is being used to create this very comprehensive looking answer to my question.

3:36But I have to say my preferred way of doing this type of task in the Edge browser.

3:41Let me just give myself another tab here would be to use the Copilot chat.

3:45So there's the button at the top right hand corner.

3:47And if you click that or use the keyboard shortcut, let me just zoom in so you can see that there if you're interested.

3:52So control shift and then a comma.

3:54Well, if you click that, it opens up this chat panel at the right hand side, which as we will see when we move on to the next video in this skill.

4:03This becomes quite a consistent thing throughout all of the Copilot experiences.

4:07But anyway, the point is, it's opened up this chat panel at the right hand side.

4:11So I've still got the main part of the screen available.

4:13So down here. Well, let's just put in that same search again.

4:16So can I retire at 50 with 500K?

4:22So just the same search term again.

4:24Let's just hit enter.

4:25And what you will see is that, yes, I'm going to get some very similar results, but this time they are confined to the panel at the right hand side.

4:33So as I say, all very, very similar.

4:35So as I scroll down and what I particularly like about doing it this way.

4:39So it's still it's still generating is look when you see these sources, which we did also see when we did the same sort of search in the main body of the screen.

4:47But what I love about this is if you if you're reading this, you think, oh, that's an interesting source.

4:51You can click the source and it will display that in the main body of the screen.

4:56So I love this. It means you can browse through what it's generated for you.

5:00And then when you need to click the source to actually go and visit that particular website or whatever it is that it was using to create this content.

5:07So that does work really nicely.

5:09So, as I said, you will see the Copilot icon popping up everywhere.

5:13And indeed, on a Windows computer, you might also have Copilot down here on the taskbar.

5:18It'll add itself down there by default.

5:20You may or may not have that in your business environment, but certainly on a home device, you almost certainly have it there.

5:26So if you click that, then again, it's going to be the same sort of thing, but embedded into a Windows app.

5:31I suppose it gives you a more immersive experience.

5:33So let me just maximize this.

5:35And well, I suppose we could type in the same sort of thing again.

5:38So can I retire at 50 with 500k?

5:43Press enter. Again, I'm going to get the same sort of results.

5:46And what you will notice this time, I mean, the actual end result is going to be very much the same in terms of the content it's going to present for me.

5:54But I get a few interesting features. For example, look at the top right.

5:57I've got an invite button, which would mean I could invite other people to join in this chat, which could be quite nice.

6:04And also the next button along from that invite button, if you just click that, open Quick View, that will give you this floating panel,

6:11which I do quite like when I'm perhaps using Word or Excel alongside a copilot chat like this.

6:18So I think that's quite a tidy way of working.

6:20But let's just pop it out again and maximize it.

6:23And let's just do another example just to prove another point.

6:28So give me an image of a tricolour Shetland sheepdog wearing sunglasses.

6:36Now, throughout this course, you might hear my dog in the background and she is a tricolour Shetland sheepdog.

6:41So what you'll see here with copilot, either in the app like I'm doing here or in the Edge browser, you can get it to generate pictures for you.

6:51So we'll see what it's going to come up with for this particular example.

6:54It might take a moment or two to produce it, so I'll probably speed up the recording here when I edit the video.

7:00But yeah, that really does look very much like my dog wearing my sunglasses. Fantastic.

7:06Now, throughout the rest of this course, we're not going to be saying too much more about the functionality we have just tried in this video,

7:13in the Windows app and in the Edge browser, because I just wanted to clarify that, yeah, copilot in some form or other will be present wherever you find yourself in the Microsoft world.

7:23But in the next video, we're going to start to look at how the copilot experience differs if you're a business user.

7:30And that's going to be of more interest for us as we prepare for the AI business professional exam, which, of course, is the focus for this course.

0:00Let's move on now to how CoPilot might look in a business environment.

0:05And to set the scene for that, here in the Edge browser, I'm going to click the CoPilot

0:09icon that you can see just here in the search box. So if I click that, after a second or two,

0:14there we go, it says, oh, hang on a minute, which CoPilot experience are you looking for?

0:19Because, and this is quite a key point I would like you to retain,

0:23your CoPilot experience will be different depending on whether you are logged in with a

0:27work account or a personal account. So what we looked at in the last video,

0:32without any real thought as to what I'm logged in as, that's the type of functionality that

0:36you can easily get without needing to worry about having to pay any extra for a work account.

0:41So in this video, as I said, we'll concentrate more on some of the things to look out for if

0:46you're logged in with a work account. And just notice this, it says here,

0:49a secure and compliant CoPilot integrated with your enterprise account.

0:54So I'm going to be testing you on that point in the next video.

0:58So stand by for this idea of secure and compliant. And you can also see that on my computer,

1:03it has picked up that my CBT Nuggets, Microsoft 365 account might be the way to go.

1:09But throughout this course, I am not going to be using my live CBT Nuggets email address,

1:14because I have set up an alternative demo environment called Green Beans UK.

1:20And I've set up two users in the Green Beans UK environment,

1:24which I'll be using instead. So let me just get rid of this.

1:27And what we're going to be seeing is that in my Chrome browser here, in dark mode,

1:33because I'm going to be using dark mode for the first user we want to talk about,

1:36and that's Nora Nugget. So you can see here, because we're in dark mode,

1:40I'm playing the role of Nora Nugget in my demo environment.

1:44So as Nora, if she goes to her work, Microsoft 365 homepage,

1:50so she's just got a link here, then what you'll notice when that loads for Nora

1:54is at the heart of the Microsoft 365 homepage, well, at the heart of that is a co-pilot chat.

2:02And that's quite a change compared to the old days when

2:04this homepage here would have had icons leading to all of the different apps,

2:08you know, the apps that we now see down here, you know, whether it's Outlook or SharePoint

2:12or whatever, but no, now we have chat at the heart of the business Microsoft 365 experience.

2:18But the apps are still there. And in fact, if I do just quickly show you Outlook,

2:22because you'll need to know this for the example I'm going to do in a second.

2:25So we're logged in as Nora here. So in Nora's calendar,

2:28we can see that Nora has got quite a few appointments this week.

2:33And also, we can also see if I go into SharePoint,

2:37we can see that Nora has got access to the marketing SharePoint,

2:42on which there are several useful marketing documents, including this brand guidelines document.

2:48Okay, so hold that thought for the examples that we're about to do.

2:52So let's imagine as Nora, she hasn't really had any training,

2:56but she thinks, well, you know, I can just experiment here.

2:58So she thinks to herself, well, actually, yes,

2:59maybe I could use co-pilot to help me with the task I've got in hand today,

3:03which is to produce 500 words on recent trends in online learning.

3:08Now, I'm cheating by picking this from the history rather than typing it,

3:11because I did test this before. But you know, she would just type in

3:14some sort of prompt there. Notice, however, there is a dictation button.

3:17So you could absolutely use that in your own environment if you wanted to,

3:21but I'm not going to because it does interfere with my recording software.

3:23But yeah, let's as Nora, just pop in that prompt and see what it comes up with.

3:27So as you're starting to expect co-pilot as a generative

3:31AI powered tool, it's going to generate some stuff for me.

3:34You can see there are some sources there,

3:36like we saw when we were just trying this in the Edge browser as well.

3:39So, you know, that's working pretty well.

3:42As Nora, though, look at the top right hand corner,

3:45and there are a couple of things to point out.

3:47So can you see this green shield here?

3:50That means that this conversation is secure and compliant.

3:54And that relates to what I pointed out to a second ago when I showed you this.

4:00There we go, a secure and compliant co-pilot in your work environment.

4:03So that's what we're seeing in the Nora experience.

4:06That green shield is what is telling us that I'm using a work account

4:11and it is compliant and secured.

4:13So we'll talk a little bit more about what that means in the next video.

4:16But anyway, as Nora, let's just click this button to start a new chat.

4:20Now, you know, we're going to be talking more about writing good prompts

4:22and how to manage chats and conversations and whatnot later on in this course.

4:26But just to get us started as a quick intro in this particular skill,

4:29but let's imagine Nora thinks to herself, well, this could be very useful.

4:32Perhaps co-pilot can help me plan my week.

4:35So she's wondering, have I got a free day this week?

4:39Now, we have already seen Nora's calendar.

4:42She does have a few appointments in her calendar,

4:44and she's too lazy to go and look at it.

4:46She wants co-pilot to do it for her.

4:48But look at this.

4:49It's saying, I don't have access to your calendar directly.

4:52So that didn't really work too well.

4:55But hold that thought, because that's something that I want to show you an alternative

4:59when we're logged in as me in a second.

5:01But anyway, as Nora, she thinks, OK, not to worry.

5:03So I'm just going to start another new chat as Nora.

5:06And she's going to perhaps be producing some sort of documentation today.

5:09And she's wondering, does magenta fit in with our brand guidelines?

5:16Fit in with our brand guidelines.

5:19Because we saw that there was a brand guidelines document

5:22on the marketing SharePoint.

5:23And she's wondering if co-pilot can help her determine

5:26whether magenta is the color that she's allowed to use here at Green Beans UK.

5:30So again, she's going to ask that question to co-pilot.

5:33But again, you can see that co-pilot hasn't really answered her question.

5:37It's just given her some fairly useful information about generically

5:40what sort of things we might expect to see in a brand guidelines document.

5:46And it is suggesting that if we had a copy of our brand guidelines to hand,

5:50then perhaps co-pilot could help her further.

5:52But it hasn't actually answered her question.

5:54So that's Nora's experience.

5:56So Nora, as I said, is logged into Green Beans UK with a business account.

6:01And throughout this course, as I said, Nora will be shown in dark mode like you see here.

6:06But the other user in my demo environment is me.

6:10So you can see here, I'm logged in bottom left hand corner here.

6:15I'm logged into Green Beans UK as Simona Millam.

6:18And you can see my silly profile picture there.

6:20And I'm not using dark mode.

6:22So if you see it in sort of the light mode like this, you know I'm logged in as me.

6:26And we will start to see some differences because I have a different type of license.

6:32Well, again, like Nora, we can see the green shield there at the top right

6:37indicating that because this is a work account,

6:40this conversation is secure and private and compliant.

6:43But look at this.

6:44I have got work mode and web mode.

6:48So I've got this switch here, which Nora did not have.

6:52So if I just flip back to being Nora, can you see that?

6:55Well, there's nothing up there.

6:56If I create a new chat for Nora, there's nothing there.

6:58That work and web switch just isn't there for Nora

7:01because Nora has got a different sort of license, which I will show you in a second.

7:05But anyway, as me, I get to put myself in work mode.

7:08And I am going to ask co-pilot, have I got a free day this week?

7:15So we already saw that with Nora, it didn't really help her too much

7:20with what she actually had going on this week

7:21because it said, sorry, I can't access your calendar.

7:24But for me, my account has got superpowers.

7:27I'm in work mode, which means that the source for co-pilot's responses

7:32will come from my work environment.

7:35And we call this term grounded in.

7:37So the co-pilot responses are grounded in the work environment

7:42as opposed to being grounded in the web, which would be the default for Nora.

7:45So great.

7:46Summarizing what meetings I've got on my calendar this week.

7:49So do I have a free day?

7:50So yes, it looks like Friday is completely free.

7:52Whatever.

7:53Fantastic.

7:54And similarly, if I just create another brand new chat, again, staying in work mode there.

8:00If I ask that same question that we tried with Nora,

8:03does Magenta fit in with our brand guidelines?

8:10Let's just let's just correct the spelling there

8:12because I'm a perfectionist like that.

8:13But again, let's just send that into co-pilot.

8:16And I think you know what's going to happen here.

8:18Co-pilot is going to be able to access that brand guidelines document

8:23on the SharePoint site because I'm in work mode,

8:25which is telling it to use my work data as the source.

8:28And sure enough, it's saying, you know,

8:30based on the current green beans, organic wines,

8:33brand guidelines documents that's been shared internally,

8:35Magenta is not part of the approved color palette.

8:38And it's listing the approved colors that are in that document.

8:41So it has read that document for me and answered my question.

8:44That's fantastic.

8:46So this is a co-pilot response grounded in my work environment.

8:51It's using my work data.

8:53And that is pretty amazing.

8:56So you might be wondering, well, what is the difference then

8:58between the two users in this green beans demo environment?

9:02You know, me and Nora.

9:03So I am the super user.

9:05I've got the superpowers, as you could see.

9:08Now, I do also happen to be an administrator in this demo environment.

9:12So I'm just going to quickly pop into the admin console.

9:14Now, an ordinary user would not need to know or care about this.

9:19So you, as an end user, you probably won't be going into the admin center like we see here.

9:25But I'm just going to pop in so that I can show you in the users part here,

9:30in the active users, you can see in my demo environment, those are the two users.

9:34But look at the licenses that these two users have got.

9:38So Nora has just got a regular Microsoft 365 Enterprise license

9:44and the particular flavor is E3.

9:46That's just one of the license types.

9:48Whereas me, well, I also have an E3 license plus the Microsoft 365 Copilot license.

9:55So that's an add-on license that's been added on to my enterprise account

10:00to give me extra superpowers.

10:02The most obvious extra superpower of which is that it can actually ground

10:06its responses in my work data rather than only using web data like Nora.

10:12So Nora does still get a Copilot experience.

10:15We saw it, but it's only grounded in the web.

10:18And it does work a little bit differently if you want it to use particular documents.

10:22Whereas with the extra Copilot license, you can ground the responses in your work data.

10:27So that is fantastic.

10:29And this is mirrored in the desktop applications themselves as well.

10:32So if I go into Microsoft Word, for example, and just create a brand new blank document

10:38and I'm hoping that it's going to remember.

10:40So here I am logged in as me in the Green Beans account.

10:44So this is me with my superpowers.

10:46And you'll see that I've got a Copilot button just here.

10:49That will start the Copilot chat at the right-hand side,

10:52which is quite similar, isn't it, to in the Edge browser

10:55when I clicked the Copilot button in about this same sort of position.

10:58That also started the Copilot chat.

11:00But look, because I'm logged in with an enterprise account,

11:03you know, business account, I've got the green shield

11:06that tells me that this is secure and private.

11:09And I've also, because I'm logged in as me being the superpower,

11:13I can switch between work mode and web mode.

11:16And if I just switch to, I've got some screenshots here just to show you this.

11:20So if I switch to just a few screenshots in a PowerPoint presentation here.

11:26So right.

11:26So there we go.

11:27So that's a screenshot of pretty much what we've just seen.

11:29So this is where if you're logged in with an enterprise license

11:33with the additional Copilot add-on license,

11:36then yes, we've got that work and web mode toggle.

11:40And we also know that you've got the green shield

11:42because it's an enterprise account.

11:44Whereas this next screenshot,

11:47this is what it would look like from Nora's point of view.

11:50So again, dark mode is your visual clue that yes, we're logged in as Nora.

11:55Nora would still get the Copilot button, which would give her the chat window.

11:59She still gets the security and privacy of the enterprise account,

12:03but she does not get that toggle to switch between work and web modes there.

12:09So that's a key difference.

12:10And then just for completion, this is what it would look like

12:15if you are logged in with a paid for subscription, but in the personal world.

12:19So not in the business world,

12:21but this, for example, is a screenshot of my mum.

12:23And I think she's got as her profile picture, a picture of her garden strangely.

12:27But this is my mum.

12:28And you can see that, yeah, she's got a paid for account.

12:31So she too has a Copilot button and she can start a chat,

12:35but she does not have that green shield thing that we saw before

12:39that was all about security and privacy,

12:41because that's particular just to the work accounts.

12:43So she doesn't have that.

12:44And she certainly doesn't have the work mode and web mode thing

12:47that she can switch between.

12:49And then finally, if you were logged in with just a free account with,

12:53you know, you hadn't paid anything for any Microsoft subscription.

12:56So you can see here, this is what it would look like

12:58if I'm logged in just with a regular Hotmail account with no paid subscription.

13:03Then there's no Copilot button there at all.

13:06But I can't have the chat panel down the side.

13:08I mean, maybe I would launch the Copilot app in that case

13:12and, you know, have it floating to the side,

13:13like I showed you briefly in the last video.

13:16But the point I'm making here is the experience you get is different

13:21depending on what Microsoft services you have paid for.

13:25And I realised there was a lot to take in there.

13:27So here's your summary.

13:28So yes, a free version of Copilot is available to anybody

13:32in Windows or the Edge browser,

13:33or even you can go to copilot.microsoft.com

13:36to enhance your web searches and to generate content.

13:38So we saw that in action, didn't we, in the previous video.

13:42And then, yes, we also saw that in the Microsoft 365 world,

13:46you know, the Copilot chat is leading the way on that homepage.

13:50And this is where we saw for Nora, the Nora Nugget account in my example.

13:56Yes, Nora Nugget does get a Copilot experience,

14:00but it is grounded in the web only.

14:03Whereas for the other account in my demo environment, which is me,

14:07I am the super user.

14:09I've got the add-on licence, the extra Copilot licence,

14:13and that will give me work and web modes.

14:15And as we will discover, as we progress,

14:17it'll give me some other things as well,

14:19such as further in-app functionality and also these extra agents.

14:23But, oh, my goodness, more about that another time.

0:00AI is undoubtedly an amazing advance with some truly transformative benefits in all kinds of

0:06areas of the world that we live in today. But along with those benefits, it brings with it

0:12some new challenges and ethical considerations that we should be aware of. Now, there is an

0:17awful lot we could say about this topic, but let me just pick up on a couple of examples for you.

0:23The first one of which is bias. Now, the problem we've got here

0:27is that AI systems often learn from data that may contain inherent biases. So, for example,

0:34in some healthcare systems, lower accuracy has been shown for some minority groups due to

0:40under-representation in the underlying data for those minority groups. So, if, for example,

0:46I don't know, in an AI system screening scan results for abnormalities and the data it's

0:51using largely comes from white men, well, you don't need me to tell you that that's going to

0:56be a problem because white men are only one type of person. So, anybody who isn't a white man who

1:01might present differently for the condition that the system is scanning for, well, they're not

1:05going to get diagnosed as reliably as a white man would. And the trouble is AI can perpetuate and

1:11even amplify those biases. So, the AI system needs to be really sure to use good data,

1:17good processing and appropriate algorithms in order for any underlying bias to not, you know,

1:23dominate. So, it's all about making sure the AI system is appropriately designed in order to

1:28be aware of any potential bias. But next, privacy, the point being here that the use of large data

1:35sets potentially containing personal information will raise concerns about data privacy and

1:40security. Again, probably no surprise that that's going to be a concern given that AI can only do

1:46what it does by using large data sets. And also, in these kinds of discussions about challenges

1:52with AI, you'll sometimes see the term explainability. Now, is that a made-up word?

1:57But the point here with explainability is that when AI creates stuff or makes decisions or

2:03whatever, it's somewhat disconcerting for humans to understand how did the AI system come to that

2:10decision? You know, where did it get that idea from? You know, is its decision accurate? You

2:14know, is what it's produced indeed true? So, there is a growing demand for explainable AI

2:20so that we can see the thought process used by the system, which helps us to monitor therefore

2:26and understand the AI output and have more trust in the AI tool that we're using.

2:32And so, for our purposes in learning about using Copilot for our day-to-day work,

2:36it is useful to be aware of the commitment that Microsoft has made to designing AI technologies

2:42responsibly, bearing in mind these challenges and ethical considerations. And they have distilled

2:48their commitment to responsible AI into these six principles shown here. So, you can see they say,

2:54responsible AI is built on foundational principles that guide the ethical development

2:59and deployment of AI systems. Now, I have given you a link in the skill to Microsoft's responsible

3:06AI site. So, by all means, take a look at that if you're interested. You do not need the detail.

3:10I'm just going to give you the highlights now. So, I think fairness and inclusiveness probably

3:16go together. With fairness, meaning that when designing AI systems, Microsoft will take steps

3:23to ensure that the AI systems don't discriminate and, I quote, they'll ensure that they do provide

3:29equitable outcomes for all users. And inclusiveness is meaning that the AI systems must be designed to

3:35avoid perpetuating the bias that we talked about on the last slide. So, addressing these challenges

3:41is going to require the way that Copilot works to be using, you know, good data, good processing and,

3:47you know, good algorithm design. Accountability and transparency, I think, also go together.

3:53So, accountability means holding the developers and the organizations responsible for the impacts

3:59of the AI systems they create. And transparency means making the AI processes understandable and

4:06accessible to users. So, that's addressing the need for explainability that I mentioned on the

4:11previous slide. You know, users want to know, well, how did AI come up with that thing that

4:14it's just come up with? Reliability and safety is where the AI system design should mitigate risks

4:21such as harmful content generation or, you know, exploits to your system that you're working in.

4:26And privacy and security concerns the safeguarding of user data and ensuring compliance with privacy

4:32regulations. Now, to get an idea of how Microsoft has implemented these principles in the design of

4:39Copilot, let's take a brief look at what is described as the Copilot system. So, Microsoft

4:46describes the Copilot system as a sophisticated processing and orchestration engine. And the idea

4:53is that the Copilot system harnesses the power of three foundational technologies. So, firstly,

5:00your Microsoft 365 apps, obviously. So, that's where you're going to be driving your Copilot

5:06experience. Also, the Microsoft Graph. Now, we haven't mentioned this before, but Microsoft Graph

5:12is kind of a gateway that provides connections to various Microsoft services. So, it's

5:18going to provide access to the data stored across your Microsoft 365 environment, you know, your work

5:24data. And then, of course, the other thing that it's using is a large language model. Now, we have

5:29mentioned this briefly before, you know, that's the underlying engine providing the capability to

5:34produce human readable text accessible through natural language. So, the Copilot system all starts

5:41with a prompt from you. So, within your app, you're going to write some sort of prompt that goes into

5:46Copilot. And Copilot is going to pre-process that and uses a term called grounding so that you get

5:52relevant results. And we talked a little bit about grounding when we saw the work and web modes in

5:59the demo. And one of the most important parts of grounding is when it comes to using your work data

6:04rather than just the web data. So, Copilot makes a call to the MS Graph in order to use your work data

6:13and then Copilot uses that to send a modified prompt back to the large language model. And then,

6:20Copilot takes the response from the large language model and post-processes it with responsible AI

6:26checks and security and compliance and privacy reviews and whatnot and then sends the response

6:31back to the user there. So, the point of mentioning all of this in this video is that Copilot's

6:37pre-processing of your prompt and the post-processing of the response from the LLM is part of Copilot's

6:44design which follows Microsoft's principles of responsible AI. So, if we now see how all of this

6:51responsible AI design actually manifests itself in the Copilot experience, well, first on the list

6:57we've got grounded responses. So, Copilot will base its outputs on reliable sources providing

7:05citations for the transparency that we need to provide. So, you might remember, if I just show

7:10you this slide here, that we did have these citations shown here that you can click to

7:15actually see where did it get that idea from. Oh, well, you'd click the citation there.

7:19I think they're a little bit harder to see in dark mode, but this was Nora's experience and

7:24again you can see the citations shown there. So, yeah, that's a way that we can add transparency

7:30and build trust in the system. And then content moderation. Well, this is where we're seeing the,

7:36you know, the processing that Copilot does of the response including, you know, filters and

7:41classifiers to prevent harmful or inappropriate content coming back in the response that the user

7:47gets. And then privacy by design. So, user data is protected and is not used for model training.

7:54And when it comes to encryption and data isolation, did you hear my chair creaking

7:58just then? So, sorry about that. My chair needs, I think I need to oil it. But anyway, when it comes

8:03to encryption and data isolation, Microsoft does commit that data is protected at rest and in

8:09transit. So, again, it tackles that concern about, you know, user data privacy and whatnot.

8:15Regional compliance is all about ensuring that the data processing is aligned with

8:21geographical or regional differences in regulations. For example, GDPR for EU data.

8:27And again, that's going to all be aligned with general Microsoft 365 data processing policies

8:32and whatnot. And also, you can see here access controls. This is all about ensuring that any

8:38permissions or sensitivity labels that the organization has set up are respected and not

8:44overridden, as it were, when Copilot is doing its stuff. But do you remember that green shield

8:51that we saw in the demo? Well, that is the indicator that these things here are all working.

8:57So, if I just remind you, that green shield is this bit up there. That's how we know that the

9:04enterprise data protection is switched on. And if you want to know more detail about what exactly

9:09that means, then there is a link there to the Microsoft documentation. And I provided a link

9:15for you in the skill as well. You do not need the detail, though. You just need to know that,

9:19yes, it's switched on when you're using Copilot through a work account.

9:23But this does lead me on to, well, how does the organization set these access controls for

9:30permissions and sensitivity labels and whatnot? And it is something that's worth knowing that

9:35these are set by the use of another Microsoft technology called Microsoft Purview.

9:42Now, for you as a business professional, you absolutely do not need to know how to set up

9:48permissions and sensitivity labels and whatnot. But it is useful to know that that's the technology

9:54that would do that for you. And I've taken this screenshot from one of the admin consoles because

9:59I think it summarizes perfectly what Purview can do to help you in your Microsoft Copilot

10:06environment. You know, as an IT administrator, as I say, this isn't something that the end user

10:09would do. So, for example, yes, sensitivity labels. This is where the organization would be able to

10:15label data and therefore control how it's handled and how it's processed. And yes, look at this.

10:20You would go to Microsoft Purview to manage such sensitivity labels. What about retention policies?

10:26If you wanted to control or your IT administrators wanted to control the data life cycle by deciding

10:31how long those Copilot interactions should be kept and, you know, when they should be deleted

10:36and whatnot. Well, you guessed it. Microsoft Purview would enable you to set up those Copilot

10:42retention policies. And then you can see here communications compliance. So any other regulatory

10:48issues and whatnot. Again, we go to Purview to manage communications compliance. So I don't

10:54need you to know the detail. I just need you to know the name of the Microsoft technology that

10:58will enable all of this splendid stuff to happen. And also just be aware that this isn't included in

11:04all licenses. You need one of the more expensive licenses, for example, the E5 subscription.

11:12And then finally, you might be thinking, well, how can I be sure to use AI safely and ethically?

11:18Because this is quite, you know, it's a new thing. And people are, as we saw in the first

11:23of the demos in this skill, people are able to use it without even realizing or thinking that

11:28hard about it. So it can be quite easy to slip into the world of this magical box of generative AI.

11:35So there are some points on the slide here that are worth bearing in mind. Of course,

11:40we should avoid over-reliance on these tools. We need to think of these tools as helping us to do

11:46our job better, you know, freeing up our time for more value-add opportunities by letting AI

11:51tackle the mundane stuff. And being aware of security risks such as prompt injections. I

11:58suppose that should be plural, prompt injections there. And the idea with a prompt injection,

12:01if that's a term you've not heard of before, it's where malicious prompts might contain

12:07instructions to try and trick copilot into ignoring the intended rules designed to keep

12:13our conversation safe. Or, you know, these malicious instructions might attempt to trick

12:17copilot into performing unintended actions or to accessing private data and whatnot.

12:22So we need to be aware of the possibility that, you know, there is, like any other technology,

12:27the potential of a security risk there. And the overall message is always review the output.

12:33Don't just blindly let AI create content for you. Yes, you get it to create a draft. Yes,

12:39you get it to create something for you to work on. But you must always review the output that AI

12:45produces and use feedback mechanisms. So, for example, and again, I think I took a screenshot

12:51here. Yeah. For example, you can see here, this is one of the demos we did earlier on in this skill.

12:56At the bottom, you'll see there's the opportunity to give it a thumbs up or a thumbs down.

13:00That's how you would send feedback to Microsoft about how good that AI response was. And it's

13:05really important that we do use these feedback mechanisms so that Microsoft can improve the

13:11copilot experience and always, always, always be on the lookout for incorrect content. It's up to

13:18us to be vigilant because a generative AI, just by the very nature of it being generative, it's

13:24very good at making up stuff. So you will hear the terms fabrication or hallucination, which basically

13:31means that it can create completely fictional content that looks very convincing, very

13:36convincing indeed. So we have to be alert to this. We always have to review the output with, you know,

13:43with our brains switched on to determine whether what's been produced is useful or not.

0:00This challenge has been cunningly designed to recap on the key points that I really want you to take

0:06away from this particular skill. So the first question required you to examine these four

0:10screenshots of four different co-pilot experiences within, well it happened to be Microsoft Word,

0:16so within an Office app and to identify exactly what licenses the user has. So screenshot A,

0:23well you can see the green shield so you know that it's going to be one of the enterprise licenses

0:27and because screenshot A has also got the web and work modes that means it's an enterprise

0:32license in my case E3 plus the add-on for co-pilot. Whereas screenshot B here it just

0:39had the shield with no web and work mode so that was just an enterprise license in my case E3 but

0:45it could be E5 so let me just add E5 to that as well just as examples and then screenshot C here

0:52well this is the example where we were logged in as my mum and my mum is a home user she does have

0:57a paid for subscription so yes she has the co-pilot icon but there's no green shield so

1:02she doesn't have that enterprise data protection because she's just a home user and then screenshot

1:07D here was just a free hotmail account and there's no co-pilot icon there at all, good.

1:13Okay quiz question number two then required us to match up the two halves of the sentences

1:18so Microsoft Graph was the part of the co-pilot system that allows the responses to be grounded

1:25in your work data so Microsoft Graph allows co-pilot to access data across your Microsoft 365

1:32services. Now bias that's something that might be present in the underlying data that the AI

1:40system is using. A prompt injection there we go is a security risk where malicious instructions try

1:46and trick co-pilot and then fabrication describes fictional yet convincing content that's been

1:53generated and also here you might see the term hallucination also to mean a similar sort of thing,

1:59good. Next question then in order to get the full Microsoft 365 co-pilot experience what does a

2:07user need in addition to an enterprise license such as E3 or E5 and I'm hoping that you went

2:14straight to this option here it's the add-on license for Microsoft 365 co-pilot and then

2:21finally which is one way in which co-pilot fulfills the transparency principle of responsible

2:28AI so transparency meaning that the AI tool kind of shows its workings so this is one way by using

2:35reputable sources and then providing those citations so that the user can click those

2:40links to those sources and see the original content that the AI tool was using.