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- 2. Table of contents • Whatis Copilot for Microsoft 365? • How Copilot for Microsoft 365 works • Privacy • Compliance • Security • How to prepare for Copilot for Microsoft 365 Select the underlined text to navigate to that section.
- 3. Microsoft Cloud Radically accelerateyour organization’s productivity with built-in AI Differentiate from the competition with intelligent apps using AI b a c Data and AI Business applications Modern work Security Digital and app innovation Infrastructure Microsoft Cloud
- 4. Microsoft Cloud Runs ontrust Your data is your data Your data from any fine- tuning is not used to train the foundation AI models Your data is protected by the most comprehensive enterprise compliance and security controls
- 5. What is Copilotfor Microsoft 365?
- 6. Copilot for Microsoft 365 NaturalLanguage Large Language Models Microsoft Graph - Your Data - Microsoft 365 Apps
- 8. Copilot for Microsoft365 basic architecture 1 6 2 3 5 3 4 Data flow ( = all requests are encrypted via HTTPS) User prompts from Microsoft 365 Apps are sent to Copilot Copilot accesses Graph and Semantic Index for pre-processing Copilot sends modified prompt to Large Language Model Copilot receives LLM response Copilot accesses Graph and Semantic Index for post-processing Copilot sends the response, and app command back to Microsoft 365 Apps 1 2 3 4 5 6 Microsoft 365 Trust Boundary Customer Microsoft 365 Tenant Semantic Index Azure OpenAI RAI Azure Open AI instance is maintained by Microsoft. Open AI has no access to the data or the model. RAI is performed on input prompt and output results Customer data is not stored or used to train the model
- 9. Microsoft adheres to industryleading privacy and security commitments Copilot for Microsoft 365 Early Access Program falls under Preview Terms At GA, Copilot for Microsoft 365 will fall under Product Terms
- 10. Copilot for Microsoft 365 Builton Microsoft’s comprehensive approach Security Complianc e Privacy Responsible AI
- 11. Copilot for Microsoft365 Designed for the needs of the enterprise Grounded in your business data Copilot for Microsoft 365 has real-time access to both your content and context in the Microsoft Graph. Comprehensive security, compliance, & privacy Copilot inherits your security, compliance, and privacy policies set up in Microsoft 365. Architected to protect data Your data doesn’t leave the compliance boundary and isn’t used to train the foundation model. Integrated into the apps you use every day Word, Excel, PowerPoint, Outlook, Teams, and more. Individual user & admin always in control Users decide what to use, modify, or discard. Designed to integrate new skills As Copilot learns about processes, it can perform more sophisticated tasks and queries.
- 12. How Copilot forMicrosoft 365 works
- 13. Copilot for Microsoft365 foundational principles Microsoft’s comprehensive approach Security Complianc e Privacy Responsible AI Permissions model to protect data at all levels of the org Tenant Group Individual Guided by a core set of principles • Fairness • Reliability & Safety • Privacy & Security • Inclusiveness • Transparency • Accountability
- 14. Copilot for Microsoft365 Semantic Index Tenant-wide and user- scoped vector indices User and tenant signals & relationships Semantics and similarities around content and users Ranking and relevance Security and permissions Across documents, chats, emails, people, projects, meetings, & more In customer tenant Semantic Index People Devices Files Events Chats & channels Notifications Tasks Groups Security Microsoft Graph
- 15. Copilot for Microsoft365 Microsoft Graph Line-of-business and 3rd party data Security and permissions Search schema, filters and eDiscovery In customer tenant People Devices Files Events Chats & channels Notifications Tasks Groups Security Microsoft Graph Graph Connectors
- 17. Semantic Index forCopilot for Microsoft 365 To help every customer get AI-ready, we’re rolling out Semantic Index for Copilot: The Semantic Index for Copilot creates a sophisticated map of your and your organizational data – identifying relationships and making important connections. It uses that conceptual understanding to determine your intent and help you find what you need The Semantic Index for Copilot enables Copilot for Microsoft 365 to deliver relevant, actionable responses to prompts – and do so in a secure, compliant, privacy-preserving way.
- 18. Semantic Index forMicrosoft 365 Without Semantic Index for Copilot keyword matched results & suggestions With Semantic Index for Copilot autocorrected spelling of organizational jargon informative answers directly from documents more relevant results, based on search intent enhanced content sharing insights AI generated questions and answers on topic
- 19. Semantic Index forCopilot for Microsoft 365 features Organizational Terms creates a custom dictionary of generated terms that autocorrect misspelled jargon & acronyms unique to your organization. Document Excerpts are extractive, informative answers to a query in the most relevant paragraph in the most relevant document. Semantic Search understands the intent behind your prompts and commands, producing more relevant, transparent results More Context provides collaboration, sharing and content insights to search results Frequently Asked Questions provide AI generated questions and answers on a query to help you understand more about the query in a single search pane.
- 20. Microsoft Graph Ground Copilot inyour data Enforce security & permissions at runtime Customer’s data - not used for training Power Semantic Index for Copilot
- 21. Semantic Index forCopilot for Microsoft 365 Copilot for Microsoft 365 processing of customer data and prompts. ————————————————————————————————————————————————————————————————————————— • Customer data sent to cloud model and results returned for user choice. • Cloud model processes data without storing or retraining it. • Customer data and prompts not stored by Microsoft.
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- 23. Privacy Copilot inherits yourMicrosoft 365 policies and commitments. ————————————————————————————————————————————————————————————————————————— Copilot for Microsoft 365 automatically inherits your organization’s security, compliance, and privacy policies for Microsoft 365. Data is managed in-line with our current commitments. Review the following for more information: • Privacy at Microsoft • Microsoft Privacy Statement • Microsoft Trust Center for data protection and privacy
- 24. Privacy Copilot for Microsoft365 doesn’t train with customer content. ————————————————————————————————————————————————————————————————————————— We do not use customer data to train the large language models used to generate content. Review Microsoft’s privacy policy and service documentation for more information.
- 25. Privacy Data in differentgeographies are stored and processed in compliance with GDPR and other relevant Privacy Laws. ————————————————————————————————————————————————————————————————————————— The new Copilot for Microsoft 365 experiences do not change Microsoft’s commitment and principles for data security and privacy. Copilot for Microsoft 365 is integrated into Microsoft 365 which adheres to all existing privacy and compliance obligations. Review Microsoft’s privacy policy and service documentation for more information.
- 26. Privacy Microsoft commitments toits customers about the GDPR. ————————————————————————————————————————————————————————————————————————— The General Data Protection Regulation (GDPR) introduces new rules for organizations that offer goods and services to people in the European Union (EU), or that collect and analyze data for EU residents no matter where you or your enterprise are located. The GDPR requires controllers (such as organizations using Microsoft's enterprise online services) only use processors (such as Microsoft) that provide sufficient guarantees to meet key requirements of the GDPR. Microsoft has taken the proactive step of providing these commitments to all Volume Licensing customers as part of their agreements. Learn more about Microsoft’s commitment to GDPR from our full summary and short summary.
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- 28. Compliance Microsoft adheres toindustry leading privacy, security, and compliance commitments. ————————————————————————————————————————————————————————————————————————— At GA, Copilot will fall under Product Terms. Learn more about our commitment to compliance through our compliance website and Service Trust Portal. Understand compliance offering definitions.
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- 30. Security Built on Microsoft’scomprehensive approach to security, compliance, and privacy. ————————————————————————————————————————————————————————————————————————— Copilot is integrated into Microsoft 365 apps and automatically inherits all your company’s valuable security, compliance, and privacy policies and processes. Two-factor authentication, compliance boundaries, privacy protections, and more make Copilot the AI solution you can trust.
- 31. Security Copilot for Microsoft365 models ensure data is not exposed to other organizations. ————————————————————————————————————————————————————————————————————————— Copilot protects data in multiple ways: • Logical isolation of customer content within each tenant with AAD authorization and role-based access control. • Microsoft uses physical security, screening, and a multi-layered encryption strategy to protect customer content. • Microsoft 365 encrypts customer content at rest and in transit. Learn more about Microsoft 365 isolation controls.
- 32. Security Data is protectedwith tenant controls and permissions models. ————————————————————————————————————————————————————————————————————————— The permissions model within your Microsoft 365 tenant will ensure that data will not unintentionally leak between users and groups. Copilot presents only data that each individual can access using the same underlying controls for data access used in other Microsoft 365 services. Review Microsoft’s privacy policy and service documentation for more information.
- 33. Security Architected to protecttenant, group, and individual data. ————————————————————————————————————————————————————————————————————————— LLMs are not further trained on, or learn from, your tenant data or your prompts. Copilot presents only data you can access using the same technology that we’ve been using for years to secure customer data.
- 34. Security Data protected withPurview or AIP labeling remains protected. ————————————————————————————————————————————————————————————————————————— Data protected using Microsoft Purview Information Protection (MPIP or AIP) labeling will continue to be protected according to those policies.
- 35. How to preparefor Copilot for Microsoft 365
- 36. Technical requirements andrecommendations Microsoft 365 E3 or E5 are licensing prerequisites. AAD - based account is required1 . Several features require users to have a OneDrive account. Copilot in Word, Excel, and PowerPoint: first available in the web versions at https://microsoft365.com and later expand to desktop For Outlook: Users need to be using the new Outlook for Windows (which is publicly called “the new Outlook for Windows” and it is currently in Preview. Users can load the new Outlook by toggling or Outlook Mobile. Getting started with the new Outlook for Windows – Microsoft Support. For Teams: Users need to be using Teams desktop client or the web app. Both current and the new versions of Teams supported. For Loop: Tenants must have Loop enabled. Learn more how to enable Loop. (only required if customer want to use Copilot in Loop) The richness of the cross-app experience will depend on the data sources indexed by Microsoft 365. Tenants with the richest data in Microsoft 365 (Exchange, OneDrive, SharePoint, Teams) will get the best results. Some Copilot experiences require a websocket connection from the device where the Microsoft 365 app is running to a Microsoft service.
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Editor's Notes
- #18 Another element of foundational productivity is Semantic Index for Copilot – a critical part of our Copilot System – which we will be rolling to our Microsoft 365 E3 and E5 customers worldwide later this calendar year. With Semantic Index for Copilot, we use a set of AI tools to understand the relationships between different words and phrases specific to your organization. The resulting index on top of your Microsoft Graph allows Copilot to search through billions of vectors and return the most related results in tens of milliseconds. Semantic Index for Copilot will be able to understand the intent behind your prompts and commands, producing more relevant, transparent results. Let’s walk through an example of the differences between a standard search from Microsoft 365 and what is available with the Semantic Index for Copilot and Copilot for Microsoft 365. In this scenario, the user has misspelled a request to find information on the ‘Project Melbourne Shiproom’. On the left-hand side, we have the experience all Microsoft 365 users are familiar with. Using keyword matching and the Microsoft Graph, the results attempt to predict what you are searching for and provide the closest match possible. In this example, our intent hasn’t been captured, however we do find links to adjacent content that we can interact with that may lead us to what we are searching for. We also see when those documents were last updated, by whom and the start of a document summary to help us decided which link to click on. Contrast this to the Semantic index for Copilot results on the right. Our misspelled word has been recognized as organizational jargon and has autocorrected to provide a better starting search without having to retype a query. The result shows the most relevant paragraph in the most relevant document to your query about ‘project Melbourne’ without needing to open the document, reducing effort to find what you need. The Semantic Index for Copilot provides you with the latest shiproom deck available to give you the most up to date information, all at your fingertips without the need to specify that you are looking for the most recent document. Sharing insights have been enhanced to show if you have interacted with any of the content in the results previously, and to help you learn more about your query, we provide AI generated questions and answers in a single search pane which can help you think differently about the topic and help you reduce the amount of interaction you need to have to get the answer you need. Microsoft 365, the Microsoft Graph and the Semantic Index for Copilot enable an unprecedented expressiveness for search, chat and copilots leveraging Microsoft 365 data. This expressiveness is foundational to surface the right grounding data to get the most out of Copilot for Microsoft 365 with your organizational data.
- #19 Semantic Index for Copilot consists of five features: Organizational Terms, Document Excerpts, Semantic Search, More Context and Frequently Asked Questions. These features enable you to interact with your data in new ways, and help you find answers quickly. Organizational terms, Semantic Search and More Context will be made available for Microsoft 365 E3 and E5 customers Document Excerpts / Frequently Asked Questions will be enabled when a customer enables Copilot for Microsoft 365. Organizational terms uniquely positioned to autocorrect misspelled organizational jargon across Microsoft 365 without administrative involvement. Document Excerpts are extractive, informative answers to a query that attempt to convey all the important points of the query in the most relevant paragraph in the most relevant document. With document excerpts, a user can see the original text from the most relevant document within the search results pane, removing the need for the document to be opened. Semantic Search captures the semantic meaning of your query, such that semantically similar text has similar numerical values to better understand the language. By using vectors, Semantic Search can understand relationships between different forms of words (E.g.: tech, technology, technologies”; or USA, U.S.A, United States, United States of America), and naturally capture synonyms to expand the amount of information that can be searched for. These improvements help Semantic Search understand the actual meaning of sentences, snippets, documents, meetings and identifies related assets to your query or sample content and prepare users for interacting with Copilot for Microsoft 365. More context relies on the Microsoft Graph to provide collaboration, sharing and content insights to search results, giving you an indication of why you see what you see to make better decisions about which content to interact with. Understanding that Deb in your network modified a document 5 days ago not only helps you understand why a search result has been elevated, it also helps you understand more about the purpose of the document, the likely audience for which the document is written and the type of content the document will contain. These improvements to interacting with your data are enabled by default as a natural evolution to help you understand your data, without the need for administrative involvement or configuration. Within the same search result, Frequently asked questions provide AI generated questions on a query to help you understand more about the query in a single search pane. The deep learning model mines and prioritizes questions and responses for display, which are both AI generated (i.e. not using user queries). You can review question headings at a glance in the search pane, and expand questions of interest to learn more.
- #37 Purpose Demo Copilot with Commercial Data Protection and Copilot for Microsoft 365 Timing 10 minutes Speaker Guidance You have several options to demo Copilot with Commercial Data Protection and Copilot for Microsoft 365. In order of preference: Do a live demo on one of the products or both, if you have them available. Highlight key differences and desired scenarios Use the Immersive Experience (click-through) as linked on this slide Use the pre-recorded videos in the slides following this one.