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CHARLOTTE, NC ~ JUNE 26 - 27, 2023
DIGIMARCONSOUTHATLANTIC.COM | #DigiMarConSouthAtlantic
Geoff Ables
MANAGING PARTNER
C5 INSIGHT
ChatGPT, Generative AI
and Microsoft Copilot:
Step Into the Future
KEYNOTE
Chat GPT and Microsoft Copilot
ChatGPT/Generative AI Integration for Microsoft Office
LISTEN
KNOW
UNDERSTAND
CONNECT
Entire presentation is copyright © 2023, C5 Insight Inc. All rights reserved. Do not distribute.
An AI system that uses
algorithms to generate
original content, such as
text or images.
What is Generative AI?
An AI system that uses
algorithms to generate
original content, such as
text or images.
What is Generative AI?
Jasper Prompt: Give me
a 15-word definition for
“generative AI”
Midjourney Prompt:
A robot typing on a
1950’s manual
typewriter in an
office
Bing Prompt: Create a picture of four leaf clovers on a background of wood
Speaker Intro
Geoff Ables
C5 Insight
Entrepreneur, Advisor, Author, Speaker
Customer and Employee Experience
geoff@c5insight.com
704.281.8067
/in/ables
Entire presentation is copyright © 2023, C5 Insight Inc. All rights reserved.
If you’re not using AI at least weekly,
you’re falling behind.
“
Agenda
SOME REAL-LIFE SCENARIOS
Real-life generative AI applications from C5 Insight and our Clients
DALL-E Prompt: the sun rising over the mountains
with a field of four-leaf clovers in the foreground
Meet Ally
Jameson
ThisPersonDoesNotExist.com
External Communications
DALL-E Prompt: the sun rising over the mountains
with a field of four-leaf clovers in the foreground
Chat GPT Conversation:
• Write an Irish blessing about
the acronym LUCK: listen,
understand, connect, know
• Add something about coffee
to the blessing
• Let the reader know it was
written by an AI
External Communications
Notes Management
Internal Communications
• One Client:
• Using generative AI, our 3-person internal communications team is able
to generate the same amount and quality of content as we would if we
were an 8-person team.
• Articles, posts
Personal Communications
• Emails, letters … poems and toasts!
Policies and Legal Matters
• ChatGPT was originally trained on
this – it is very strong in this area
because this is well-documented
rules-based content
• Use this as a starting point to save
time – submit to proper HR or legal
counsel for fine-tuning
Code Updates - HTML
Low-Code Coding
Coding and Support
Code Documentation
• Comment this Code • Document this Code
Requirements Writing
Bing
• Integrated ChatGPT means the “model” is
integrated – it does not mean the “database” is
integrated.
• You’re not limited by ChatGPT’s data (which ends
in 2021 right now)
MICROSOFT COPILOT
Training on the here-now and coming-soon Microsoft Copilot Apps
DALL-E Prompt: 3d render of a robot working on a
computer enjoying a glass of wine with a nearby
wine bottle. The picture should have a dark blue
background.
Dynamics 365 Copilot
Viva Sales
• Write email
• Summarize meetings,
including CRM data
Customer Service
• Contextual answers to
questions in chat and
email
• Rep chat
Marketing
• Natural language
segment queries
• Generate email ideas –
text and images
Customer Insights
• Identify segments with
natural language
• Proactive segment
recommendations
Business Central
• Create online product
descriptions
• Select tone of voice,
format, length
Dynamics 365 Copilot – 1:13
Sales
• Interact with
Opportunities and
Products to improve
pipeline velocity.
Viva Sales Copilot
Viva Sales – 1:54
• Reduce time on clerical tasks
• Reduce time reading and responding to emails
• Reduce time summarizing and responding after meetings
• Write email based on CRM data and past emails
• Summarize meetings and send as email
Viva Sales / Copilot for Teams – 3:28
Conversation Intelligence SharePoint Integration – 1:46
Viva Sales / Copilot for Outlook – 2:44
Viva Sales Screenshots
Record summarization available
within email and meetings in
Outlook includes
• Private Notes
• Recent activities
• Connected records
• Detailed record info (such as
Contact, Opportunity and
Account), and the ability to edit
these records from within Viva
Sales
Dynamics 365 Marketing Copilot
Marketing Copilot – 2:23
• Describe segments and target audiences, query is
automatically generated
• Generate email content based on topics:
• Generate fresh/unique images
• Generate fresh/unique text
• Based on organizational marketing content plus a
library of information from Microsoft
Copilot Query Assist – 2:13
Copilot Content Ideas – 1:04
Power Platform Copilot
Power Automate
• Describe it to design it.
• Format by example.
• Copilot interactive flow
builder.
• GPT control – generate
text in flows.
• Text capture from
incoming text
Bonus Slides in the Full Deck
Power Apps
• Image or Figma to app.
• Ideas.
• Describe it to design it.
• Conversational maker
experience.
• Embed GPT into apps.
Power Virtual Agents
• Build faster.
• Connect to back-end
data.
• Conversation boosters
with Azur OpenAI.
GitHub Copilot
GitHub Copilot vs Bing vs ChatGPT
Power Automate Copilot
Describe it to Design it
Coming Soon:
• Copilot – ask questions and get
suggestions alongside the flow
• GPT control – auto-generate and
suggest text within flows
• Text capture – “scrape” text (such
as contact info) from incoming text
Format by Example
Power Apps Copilot
Image or Figma Power Apps Ideas
Power Apps Copilot
Coming Soon:
• Power Virtual Agents
• Build faster – with GPT-like conversations
• Connect to back-end data
• Conversation boosters via Azure OpenAI
• Describe it to Design it: “Generate an employee onboarding
application to capture new hire information and share
training content and learning modules.”
• Conversational Build: “Add a column for the name of the
Hiring Manager.”
• Copilot In-Apps: “Which equipment most often fails?”
Microsoft 365 Copilot
Introducing Microsoft 365 Copilot | Microsoft 365 Blog
Teams Meetings
Business Chat
Coming Soon
Word, PowerPoint, Outlook,
Excel
Viva Engage
Recent Announcements
Coming Soon
• Windows Copilot
• Power Pages Copilot
• Bing Search Integrated into
ChatGPT
• Microsoft 365 Copilot for Microsoft
Edge
• Plugins Integrated into Bing Chat
and Compatible with ChatGPT
• Microsoft Fabric with Copilot
• Windows Terminal / Github Copilot
• AI App Summaries in Microsoft
Store
CLOSING THOUGHTS
Getting Started with Generative AI and Some Closing Thoughts
Midjourney Prompt: a realistic photo of a four-leaf
clover sitting on a wooden desktop, the clover is
taking up 40% of the photo space – the picture is
well lit and bright
Next Steps
• www.openai.com
• Chat GPT – ask it anything
• DALL-E – try some sample prompts
• Bing – click “Chat” and request to join (if you’re not on already)
• Github – get the 60 day free trial of Github Copilot
• www.youtube.com/@c5insight – Insights with C5 Insight podcast
• Introducing Microsoft Dynamics 365 Copilot
• Introducing Microsoft 365 Copilot | Microsoft 365 Blog
• VIVA Sales and Dynamics 365 Sales Conversation Intelligence – Available Now
Some Helpful Formulas
Refine Your Requirements
• Ask for code
• Read the description
• Refine your request
Ask a Question
• “How do I turn off an
Outlook Group with
PowerShell?”
• “Provide 10 title options
for a webinar on
ChatGPT”
• QA code and/or fact
check
Improve Your First Draft
• Write a rough first draft
• Ask ChatGPT to remove
needless words and/or
improve
• Prompt to add other info
such as key search words
or points you want to
make
• Final human edit/fact
check
Outline Approach
• Write a quick topic
outline
• Ask ChatGPT to turn each
bullet into a paragraph
• Refine each paragraph
with other points you
want to make
• Final human editing and
fact checking
Brainstorming Kick-Start
• “Give me 5 important points about OneDrive for file
management”
• “Write an outline of SharePoint security training ideas”
A Few Tips
• It’s an assistant – not a consultant and not a replacement … for now
• It’s a conversation – not a “prompt”
• Answers are not always correct
• They can be based on outdated information
• The more specific, opinionated, unusual or recent the topic or code –
the more work is left to the human
ChatGPT, Generative AI and Microsoft Copilot: Step Into the Future - Geoff Ables, C5 Insight
• The most important medicine for a happier and healthier life is
good relationships.
• Loneliness is as harmful as smoking 15 cigarettes a day.
• Loneliness is a bigger problem among younger people.
80 Year Harvard Medical School Study
Artificial Intelligence can
super-humanize teams to solve
seemingly insurmountable problems.
— The LUCK Principle
“
Q&A and RESOURCES
Dynamics 365 | Power Platform | Microsoft 365
Consulting | Implementation
Geoff Ables
geoff@c5insight.com
www.c5insight.com
704.281.8067
Today’s Links
Reach out for all of today’s links
Business Card or email
Engage C5 Insight
Visit Our Booth
geoff@c5insight.com
Got LUCK?
Grab a copy on Amazon.com!
www.gotluck.link/book
Entire presentation is copyright © 2023, C5 Insight Inc. All rights reserved. Do not distribute.
ChatGPT, Generative AI and Microsoft Copilot: Step Into the Future - Geoff Ables, C5 Insight

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ChatGPT, Generative AI and Microsoft Copilot: Step Into the Future - Geoff Ables, C5 Insight

  • 1. CHARLOTTE, NC ~ JUNE 26 - 27, 2023 DIGIMARCONSOUTHATLANTIC.COM | #DigiMarConSouthAtlantic Geoff Ables MANAGING PARTNER C5 INSIGHT ChatGPT, Generative AI and Microsoft Copilot: Step Into the Future KEYNOTE
  • 2. Chat GPT and Microsoft Copilot ChatGPT/Generative AI Integration for Microsoft Office LISTEN KNOW UNDERSTAND CONNECT Entire presentation is copyright © 2023, C5 Insight Inc. All rights reserved. Do not distribute.
  • 3. An AI system that uses algorithms to generate original content, such as text or images. What is Generative AI?
  • 4. An AI system that uses algorithms to generate original content, such as text or images. What is Generative AI? Jasper Prompt: Give me a 15-word definition for “generative AI” Midjourney Prompt: A robot typing on a 1950’s manual typewriter in an office Bing Prompt: Create a picture of four leaf clovers on a background of wood
  • 5. Speaker Intro Geoff Ables C5 Insight Entrepreneur, Advisor, Author, Speaker Customer and Employee Experience [email protected] 704.281.8067 /in/ables Entire presentation is copyright © 2023, C5 Insight Inc. All rights reserved.
  • 6. If you’re not using AI at least weekly, you’re falling behind. “
  • 8. SOME REAL-LIFE SCENARIOS Real-life generative AI applications from C5 Insight and our Clients DALL-E Prompt: the sun rising over the mountains with a field of four-leaf clovers in the foreground
  • 10. External Communications DALL-E Prompt: the sun rising over the mountains with a field of four-leaf clovers in the foreground Chat GPT Conversation: • Write an Irish blessing about the acronym LUCK: listen, understand, connect, know • Add something about coffee to the blessing • Let the reader know it was written by an AI
  • 13. Internal Communications • One Client: • Using generative AI, our 3-person internal communications team is able to generate the same amount and quality of content as we would if we were an 8-person team. • Articles, posts
  • 14. Personal Communications • Emails, letters … poems and toasts!
  • 15. Policies and Legal Matters • ChatGPT was originally trained on this – it is very strong in this area because this is well-documented rules-based content • Use this as a starting point to save time – submit to proper HR or legal counsel for fine-tuning
  • 19. Code Documentation • Comment this Code • Document this Code
  • 21. Bing • Integrated ChatGPT means the “model” is integrated – it does not mean the “database” is integrated. • You’re not limited by ChatGPT’s data (which ends in 2021 right now)
  • 22. MICROSOFT COPILOT Training on the here-now and coming-soon Microsoft Copilot Apps DALL-E Prompt: 3d render of a robot working on a computer enjoying a glass of wine with a nearby wine bottle. The picture should have a dark blue background.
  • 23. Dynamics 365 Copilot Viva Sales • Write email • Summarize meetings, including CRM data Customer Service • Contextual answers to questions in chat and email • Rep chat Marketing • Natural language segment queries • Generate email ideas – text and images Customer Insights • Identify segments with natural language • Proactive segment recommendations Business Central • Create online product descriptions • Select tone of voice, format, length Dynamics 365 Copilot – 1:13 Sales • Interact with Opportunities and Products to improve pipeline velocity.
  • 24. Viva Sales Copilot Viva Sales – 1:54 • Reduce time on clerical tasks • Reduce time reading and responding to emails • Reduce time summarizing and responding after meetings • Write email based on CRM data and past emails • Summarize meetings and send as email Viva Sales / Copilot for Teams – 3:28 Conversation Intelligence SharePoint Integration – 1:46 Viva Sales / Copilot for Outlook – 2:44
  • 25. Viva Sales Screenshots Record summarization available within email and meetings in Outlook includes • Private Notes • Recent activities • Connected records • Detailed record info (such as Contact, Opportunity and Account), and the ability to edit these records from within Viva Sales
  • 26. Dynamics 365 Marketing Copilot Marketing Copilot – 2:23 • Describe segments and target audiences, query is automatically generated • Generate email content based on topics: • Generate fresh/unique images • Generate fresh/unique text • Based on organizational marketing content plus a library of information from Microsoft Copilot Query Assist – 2:13 Copilot Content Ideas – 1:04
  • 27. Power Platform Copilot Power Automate • Describe it to design it. • Format by example. • Copilot interactive flow builder. • GPT control – generate text in flows. • Text capture from incoming text Bonus Slides in the Full Deck Power Apps • Image or Figma to app. • Ideas. • Describe it to design it. • Conversational maker experience. • Embed GPT into apps. Power Virtual Agents • Build faster. • Connect to back-end data. • Conversation boosters with Azur OpenAI.
  • 29. GitHub Copilot vs Bing vs ChatGPT
  • 30. Power Automate Copilot Describe it to Design it Coming Soon: • Copilot – ask questions and get suggestions alongside the flow • GPT control – auto-generate and suggest text within flows • Text capture – “scrape” text (such as contact info) from incoming text Format by Example
  • 31. Power Apps Copilot Image or Figma Power Apps Ideas
  • 32. Power Apps Copilot Coming Soon: • Power Virtual Agents • Build faster – with GPT-like conversations • Connect to back-end data • Conversation boosters via Azure OpenAI • Describe it to Design it: “Generate an employee onboarding application to capture new hire information and share training content and learning modules.” • Conversational Build: “Add a column for the name of the Hiring Manager.” • Copilot In-Apps: “Which equipment most often fails?”
  • 33. Microsoft 365 Copilot Introducing Microsoft 365 Copilot | Microsoft 365 Blog Teams Meetings Business Chat Coming Soon Word, PowerPoint, Outlook, Excel Viva Engage
  • 34. Recent Announcements Coming Soon • Windows Copilot • Power Pages Copilot • Bing Search Integrated into ChatGPT • Microsoft 365 Copilot for Microsoft Edge • Plugins Integrated into Bing Chat and Compatible with ChatGPT • Microsoft Fabric with Copilot • Windows Terminal / Github Copilot • AI App Summaries in Microsoft Store
  • 35. CLOSING THOUGHTS Getting Started with Generative AI and Some Closing Thoughts Midjourney Prompt: a realistic photo of a four-leaf clover sitting on a wooden desktop, the clover is taking up 40% of the photo space – the picture is well lit and bright
  • 36. Next Steps • www.openai.com • Chat GPT – ask it anything • DALL-E – try some sample prompts • Bing – click “Chat” and request to join (if you’re not on already) • Github – get the 60 day free trial of Github Copilot • www.youtube.com/@c5insight – Insights with C5 Insight podcast • Introducing Microsoft Dynamics 365 Copilot • Introducing Microsoft 365 Copilot | Microsoft 365 Blog • VIVA Sales and Dynamics 365 Sales Conversation Intelligence – Available Now
  • 37. Some Helpful Formulas Refine Your Requirements • Ask for code • Read the description • Refine your request Ask a Question • “How do I turn off an Outlook Group with PowerShell?” • “Provide 10 title options for a webinar on ChatGPT” • QA code and/or fact check Improve Your First Draft • Write a rough first draft • Ask ChatGPT to remove needless words and/or improve • Prompt to add other info such as key search words or points you want to make • Final human edit/fact check Outline Approach • Write a quick topic outline • Ask ChatGPT to turn each bullet into a paragraph • Refine each paragraph with other points you want to make • Final human editing and fact checking Brainstorming Kick-Start • “Give me 5 important points about OneDrive for file management” • “Write an outline of SharePoint security training ideas”
  • 38. A Few Tips • It’s an assistant – not a consultant and not a replacement … for now • It’s a conversation – not a “prompt” • Answers are not always correct • They can be based on outdated information • The more specific, opinionated, unusual or recent the topic or code – the more work is left to the human
  • 40. • The most important medicine for a happier and healthier life is good relationships. • Loneliness is as harmful as smoking 15 cigarettes a day. • Loneliness is a bigger problem among younger people. 80 Year Harvard Medical School Study
  • 41. Artificial Intelligence can super-humanize teams to solve seemingly insurmountable problems. — The LUCK Principle “
  • 42. Q&A and RESOURCES Dynamics 365 | Power Platform | Microsoft 365 Consulting | Implementation Geoff Ables [email protected] www.c5insight.com 704.281.8067 Today’s Links Reach out for all of today’s links Business Card or email Engage C5 Insight Visit Our Booth [email protected] Got LUCK? Grab a copy on Amazon.com! www.gotluck.link/book Entire presentation is copyright © 2023, C5 Insight Inc. All rights reserved. Do not distribute.