Author: Artemy

• Use this prompt to ensure your

  Unlocking Business Potential with Copilot Pro

  Copilot Pro is a versatile tool designed to empower businesses of all sizes and industries. By automating tasks, improving efficiency, and offering valuable insights, Copilot Pro can transform the way you work. In this tutorial, we’ll guide you through specific prompts and use cases that showcase the full capabilities of Copilot Pro. By leveraging these insights, you can streamline your business operations and achieve new levels of success.

  In this tutorial, we’ll provide you with:

  • Specific prompts: Learn how to craft effective prompts to get the most out of Copilot Pro.
  • Best practices: Discover proven techniques to maximize the benefits of your Copilot Pro subscription.
  • Real-world use cases: Explore practical examples of how Copilot Pro can be applied to various business scenarios.

  By the end of this tutorial, you’ll be equipped with the knowledge and skills to harness the full power of Copilot Pro and drive your business forward.

  Tips and Tricks Copilot in Office 365

  Using Prompts in Microsoft Teams

  Microsoft Teams has become the central hub where companies collaborate, communicate, and innovate. From quick chats to virtual meetings, Teams is where work gets done. But with the sheer volume of conversations and information flowing through Teams, it can be challenging to stay organized and on top of everything.

  That’s where these Microsoft Teams prompts come in. By leveraging the power of AI, these prompts can help you get the most out of your Teams conversations, streamline your workflow, and make collaboration more efficient.

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  1.”Summarize the last meeting”

  Purpose: Quickly get a summary of the key points and decisions made in the last meeting. This helps you catch up on what was discussed and ensures you’re up-to-date with the latest information.

  How to Use:

  • Open Microsoft Teams and navigate to the meeting chat or notes.
  • Use the prompt “Summarize the last meeting” to generate a concise summary of the key points and decisions.
  • Review the summary to ensure it captures the essential information.

  Tips and Tricks:

  • Use this prompt when you have missed a meeting or need a quick refresher on what was discussed.
  • Combine this with other prompts like “Create a to-do list based on this meeting” to streamline your meeting follow-up process.

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  2.”Create an agenda for the [meeting]”

  Purpose: Generate a detailed agenda for your upcoming meeting. Specify the topics you want to cover to ensure your meetings are well-organized and focused.

  How to Use:

  • Open Microsoft Teams and navigate to the meeting chat or calendar.
  • Use the prompt “Create an agenda for the next meeting” and specify the topics you want to cover.
  • Review and edit the generated agenda to ensure it includes all necessary points.

  Tips and Tricks:

  • Use this prompt to ensure your meetings are structured and productive.
  • Share the agenda with attendees in advance to give them time to prepare.

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  3.Recap the last 7 Days of Messages

  Purpose: Generate a high-level view of the messages youve received in the last 7 days in teams. Ensure you didnt miss important messages 

  How to use:

  • Open teams and navigate to the copilot icon
  • Use the prompt: Generate chat highlights for the last 7 days
  • Either specify specific associates using the / function or get a general recap from everybody

  Tips and Tricks:

  • Use this prompt if you havent been active on teams or youve missed many chats because youve been out of office
  • Use this to catch up with conversations and respond to associates you havent had the time to respond to.

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  4.What do I have Coming up this week?

  Purpose: Get a high-level view of what meetings, events, and tasks you must focus on for the week

  How to use:

  • Open teams and navigate to the copilot icon
  • Use the prompt: What do i have coming up this week
  • Either specify specific associates using the / function or get a general recap from everybody

  Tips and Tricks:
  
  

  • Share insights with relevant parties to ensure theyre prepared for shared events and due dates

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  5.”Find recent updates on [project name]”

  Purpose: Gather the latest information and updates on a specific project to stay informed and prepare for project-related discussions.

  How to Use:

  • Open Microsoft Teams and navigate to the project chat or channel.
  • Use the prompt “Find recent updates on [project name]” to gather the latest information.
  • Review the updates to stay informed about the project’s progress.

  Tips and Tricks:

  • Use this prompt to quickly get up-to-date information on ongoing projects.
  • Combine this with other prompts like “Summarize the last meeting” to get a comprehensive understanding of the project’s status.

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  6.”Create a to-do list based on this meeting”

  Purpose: Generate a to-do list from the action items discussed in a meeting to keep track of tasks and deadlines.

  How to Use:

  • Open Microsoft Teams and navigate to the meeting chat or notes.
  • Use the prompt “Create a to-do list based on this meeting” to generate a list of tasks.
  • Review and organize the to-do list to prioritize your tasks.

  Tips and Tricks:

  • Use this prompt to stay organized and ensure you don’t miss any important tasks discussed in meetings.
  • Combine this with calendar reminders to keep track of deadlines and follow-ups.

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  7.”Prepare presentation slides for [topic]”

  Purpose: Assist in creating presentation slides for a specific topic, saving you time and ensuring your presentation is visually appealing.

  How to Use:

  • Open Microsoft Teams and navigate to the relevant chat or channel.
  • Use the prompt “Prepare presentation slides for [topic]” and specify the key points you want to include.
  • Review and edit the generated slides to ensure they meet your needs.

  Tips and Tricks:

  • Specify who agreed in the meeting agreed with the decisions to get a broken down view of the key associates and their thoughts on the decisions made. Maybe only 75% agreed and youre interested in what the other 25% had to say

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  8.”Set a reminder for [task]”

  Purpose: Set reminders for specific tasks or deadlines discussed in a meeting to help you stay organized and on top of your responsibilities.

  How to Use:

  • Open Microsoft Teams and navigate to the meeting chat or notes.
  • Use the prompt “Set a reminder for [task]” and specify the date and time for the reminder.
  • Review and confirm the reminder to ensure it’s set correctly.

  Tips and Tricks:

  • Use this prompt to stay on top of important tasks and deadlines discussed in meetings.
  • Combine this with to-do lists and calendar events to keep your schedule organized.

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  9.”What Decisions Were Made”

  Purpose: Missed a meeting? No Problem, this prompt will get you up to speed on critical decisions made during meetings you may have missed

  How to Use:

  • Open Microsoft Teams and navigate to the meeting chat or notes.
  • Use the prompt “What decisions were made at /[meeting]
  • Review and confirm the reminder to ensure it’s set correctly.

  Tips and Tricks:

  • Use this prompt to stay on top of important tasks and deadlines discussed in meetings.
  • Combine this with to-do lists and calendar events to keep your schedule organized.

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  10.”Get Action Items from [Meeting]”

  Purpose: If you didnt take notes during meeting, or forget some of the action items, organize your to-do list by creating an to-do list from a specific meeting

  How to Use:

  • Open Microsoft Teams and navigate to the meeting chat or notes.
  • Use the prompt “Get action items from /[meeting]
  • Review and confirm the reminder to ensure it’s set correctly.

  Tips and Tricks:

  • Ensure youre specifying the meeting from which you want the action items created
  • Use the / to specify both meeting or associate.

  By using these prompts effectively, you can enhance your productivity and streamline your meeting management process in Microsoft Teams. If you have any specific tasks or areas you’d like more tips on, feel free to let me know!

  These prompts cover the majority of the useful prompts you can use in Microsoft teams, lets move onto to outlook. 

  For a full list of prompts recommended by Microsoft you can visit Microsoft guide to for copilot for teams
  

  Using Prompts in Microsoft Outlook

  Outlook has become an indispensable tool for communication and collaboration. However, the sheer volume of emails we receive can often lead to overwhelm and inefficiency. Thankfully, AI-powered prompts within Microsoft Outlook are here to revolutionize the way we interact with our inboxes. By automating mundane tasks and extracting key information, these prompts empower us to reclaim control over our emails and focus on what truly matters.

  1.”Summarize this email thread”

  Purpose: Quickly get a summary of the key points and decisions made in an email thread. This is useful for catching up on long email conversations and ensuring you’re up-to-date with the latest information.

  How to Use:

  • Open the email thread you want to summarize.
  • Use the prompt “Summarize this email thread” to generate a concise summary of the key points and decisions.
  • Review the summary to ensure it captures the essential information.

  Tips and Tricks:

  • Use this prompt when you have a lengthy email thread and need to quickly understand the main points.
  • Combine this with other prompts like “Draft a response to this email” to streamline your email management process.

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  2. “Draft a response to this email”

  Purpose: Generate a professional response to an email. You can specify the tone and key points you want to include, and it will help you craft a clear and effective reply.

  How to Use:

  • Open the email you need to respond to.
  • Use the prompt “Draft a response to this email” and specify the tone (e.g., professional, friendly) and key points you want to include.
  • Review and edit the generated response to ensure it meets your needs.

  Tips and Tricks:

  • Use this prompt to save time when responding to emails, especially when you need to maintain a professional tone.
  • Customize the response by adding any specific details or personal touches to make it more relevant.

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  3. “Schedule a meeting with [person’s name]”

  Purpose: Quickly set up a meeting with a specific person. This helps you find a suitable time and send out the meeting invite, saving you time and effort.

  How to Use:

  • Identify the person you need to schedule a meeting with.
  • Use the prompt “Schedule a meeting with [person’s name]” and specify the preferred date and time.
  • Review the suggested meeting times and send out the invite.

  Tips and Tricks:

  • Use this prompt to streamline the process of scheduling meetings, especially when coordinating with multiple people.
  • Include any relevant details or agenda items in the meeting invite to ensure everyone is prepared.

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  4. “Create a to-do list from this email”

  Purpose: Generate a to-do list based on the action items mentioned in an email. This helps you keep track of tasks and deadlines, ensuring nothing is overlooked.

  How to Use:

  • Open the email containing the action items.
  • Use the prompt “Create a to-do list from this email” to generate a list of tasks.
  • Review and organize the to-do list to prioritize your tasks.

  Tips and Tricks:

  • Use this prompt to stay organized and ensure you don’t miss any important tasks mentioned in emails.
  • Combine this with calendar reminders to keep track of deadlines and follow-ups.

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  5. “Find emails related to [topic]”

  Purpose: Search for emails related to a specific topic. This is useful for gathering information and staying informed about ongoing projects or discussions.

  How to Use:

  • Identify the topic you want to search for.
  • Use the prompt “Find emails related to [topic]” to search your inbox for relevant emails.
  • Review the search results to gather the information you need.

  Tips and Tricks:

  • Use this prompt to quickly find related emails and stay informed about specific topics or projects.
  • Combine this with other prompts like “Summarize this email thread” to get a comprehensive understanding of the information.

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  6. “Draft a follow-up email for [meeting]”

  Purpose: After a meeting, draft a follow-up email summarizing the key points and action items discussed. This ensures everyone is on the same page and knows their responsibilities.

  How to Use:

  • Identify the meeting you need to follow up on.
  • Use the prompt “Draft a follow-up email for [meeting]” and specify the key points and action items.
  • Review and edit the generated follow-up email to ensure it captures all the necessary information.

  Tips and Tricks:

  • Use this prompt to ensure clear communication and accountability after meetings.
  • Include any relevant attachments or links to additional resources in the follow-up email.

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  7. “Set a reminder for [task]”

  Purpose: Set reminders for specific tasks or deadlines mentioned in an email. This helps you stay organized and on top of your responsibilities.

  How to Use:

  • Identify the task or deadline you need to set a reminder for.
  • Use the prompt “Set a reminder for [task]” and specify the date and time for the reminder.
  • Review and confirm the reminder to ensure it’s set correctly.

  Tips and Tricks:

  • Use this prompt to stay on top of important tasks and deadlines mentioned in emails.
  • Combine this with to-do lists and calendar events to keep your schedule organized.

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  Prompts for Office 365

  Microsoft 365 has become the cornerstone of productivity, offering a suite of powerful tools to streamline tasks and enhance collaboration. Now, imagine harnessing the capabilities of AI prompts to turbocharge your efficiency even further.

  From Word and Excel to PowerPoint and SharePoint, these prompts act as your intelligent assistants, helping you summarize documents, analyze data, create compelling presentations, and organize information seamlessly.

  Let’s delve into how these AI prompts can revolutionize the way you work across the Microsoft 365 ecosystem.

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  Microsoft Word

  1.”Summarize this document”

  Purpose: Quickly get a summary of the key points and sections in a document.

  How to Use:

  • Open the document in Microsoft Word. Use the prompt “Summarize this document” to generate a concise summary of the key points and sections.

  Tips and Tricks:

  • Use this prompt when you need a quick overview of a lengthy document. Combine this with other prompts like “Create a report on [topic]” to streamline your document management process.

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  2.”Generate a table of contents”

  Purpose: Automatically create a table of contents based on the headings in your document.

  How to Use:

  • Open the document in Microsoft Word. Use the prompt “Generate a table of contents” to automatically create a table of contents based on the headings.

  Tips and Tricks:

  • Use this prompt to ensure your document is well-organized and easy to navigate. Update the table of contents as you add or modify headings.

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  3.”Rewrite this paragraph for clarity”

  Purpose: Improve the clarity and readability of a specific paragraph.

  How to Use:

  • Highlight the paragraph you want to improve. Use the prompt “Rewrite this paragraph for clarity” to generate a clearer version.

  Tips and Tricks

  • Use this prompt to enhance the readability of your document. Combine this with other prompts like

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  4.Format this document according to company guidelines”

  Purpose: Apply your company’s formatting guidelines to the entire document.

  How to Use:

  • Open the document in Microsoft Word. Use the prompt “Format this document according to company guidelines” to apply the formatting guidelines.

  Tips and Tricks:

  • Use this prompt to ensure your

Introduction

Have you ever considered what it would be like to have a team of capable developers in your company and use Microsoft Dynamics as a back-office platform? 

When you talk to consultants and Dynamics CRM developers, they will say the platform is pretty safe because of its detailed security roles and data classification measures. They should feel secure about the data integrity. Based on their company’s business logic and the way they request a developer to set up security measures, most clients and users of Microsoft Dynamics feel safe and confident while using the platform. 

But we are not talking about a regular company. Our company has developers who know their way around data and software. Even when they have not used Microsoft Dynamics CRM, they can figure out ways to manipulate data even though they might not have a high-security role. 

Real World Scenario

Imagine this scenario: In the company that uses the Dynamics CRM platform, you have created a customized model-driven application that captures your co-workers’ check-in and check-out in the office. You carefully assign security roles and lock the time fields so that they can only see their records and cannot change the fields or even deactivate the record so that it would be displayed as a read-only record! 

But that won’t stop your developers from exploring around, is it? 

We have a co-worker who is always late. The boss has given him the ultimatum that being late is no longer tolerable. Your friend is late again and can’t tell the Dynamics administrator to alter his time sheet. 

How to Fix Loophole

So what should your friend do? He/she cannot change the record within Dynamics CRM! So, the only option left is from outside Dynamics CRM. What better way to access a listening endpoint than Postman? (assuming they are not aware of the LEVEL-UP browser extension for Dynamics 365/Power Apps) 

All your friend needs to do is figure out the logical names of your field, such as the Check-in field, State code, Status code, and the record ID, which all of these data are accessible from your browser! 

PSCookies are also accessible to you so that a random person cannot do the same thing. 

So something like this is created :  

https://YOUR_ORG.crm#.dynamics.com/api/data/v9.0/YOUR_APP 

--header 'Cookie: ARRAffinity=9715e5db89620c78116c45eb916a60e0ca-Something 

--header 'Content-Type: application/json' \ 

--data-raw '{ 

  "YOUR_RECORD@odata.bind": "/RECORD(GUID)", 

  " YOUR_RECORD @OData.Community.Display.V1.FormattedValue": "NAME", 

  "statuscode": 1, 

  "statecode": 0, 

  "Check-In-Time" :  2024-08-22T08:30:00.000Z, 

  "ownerid@odata.bind": "/systemusers(GUID)", 

  "ownerid@OData.Community.Display.V1.FormattedValue": "JOHN WICK" 

}' 

And presto manifesto, the request is sent, and the data is changed without anyone noticing! 

Now, the part for the Consultant/Developer:  

To prevent this breach, you will need to fully understand the goal and logic of your app so that you can prevent these methods of data manipulation. 

How? Well, you need to figure out which part of your data, under which circumstances, you don’t want it to change and create a specific C# plugin, for that matter. 

For example, as a Consultant/Developer, I wouldn’t want the Check-In time to be changed while the record is in an Inactive state, so I’ll just register a plugin that triggers on change of that field, and say if you are trying to change this data, if the state code is equal to 1, then throw an invalid plugin exception! easy, right? Now, when other people send similar requests to our similar scenario, they receive the exception you put in, and your data remains safe from developers. 

Conclusion

Figure out all other scenarios in which something similar might happen and think ahead by preventing all of this.
That’s how you become a well-established Consultant/Developer!