Artificial Intelligence for Dummies

Dip your toes into the world of AI without the headache! Navigate the AI universe in a fun, interactive, and jargon-free environment, and leave with a toolbox of knowledge, minus the confusion!

Agenda

· Microsoft Copilot

· Types of AI and Examples

· What is Co-Pilot

· How Microsoft Co-Pilot Works

· AI tools and technology that you can use today!

· AI In Action – fun demonstrations with voice assistants


Using Copilot in Excel

What you’ll learn:
• Copilot Integration
• Removing Duplicates
• Data Validation
• Math Functions
• Freeze Panes
• Working with Dates
• Search and Replace
• Formulas – IF, TRIM, LEFT, MID, SEARCH
• VLookup
• Pivot Tables, Charts and Graphs
• Working with ERP – Budgets, add/modify/delete


Extracting Information from Documents with Copilot

Welcome to the webinar on extracting information from documents with Copilot. In this webinar, you will learn how to use Copilot, a powerful AI assistant that can help you process and analyze various types of documents, such as invoices, receipts, contracts, reports, and more. You will also learn how Copilot works, what are its benefits and limitations, and how to get started with it. 

Topics to be Covered 

  • What is Copilot and how does it work? 
  • How to set up Copilot and connect it to your document sources 
  • How to use Copilot to extract information from invoices, receipts, contracts, reports, and other documents 
  • How to use Copilot to generate summaries, insights, and recommendations from documents 
  • How to use Copilot to create and edit documents with natural language 
  • How to customize Copilot to your specific needs and preferences 
  • How to troubleshoot common issues and errors with Copilot 
  • How to provide feedback and suggestions to improve Copilot 

 

All of this is why Microsoft Copilot will be your new best friend. From drafting emails to summarizing web pages, creating PowerPoint decks to extracting insights from your spreadsheets, Copilot can make you more productive and minimize the day-to-day tedium. 


Copilot 101 Training

Copilot 101 Training – (Getting started with Copilot) 

If you are looking for a way to improve your productivity, collaboration, and creativity, you might want to consider using Microsoft Copilot with your Microsoft Software. Copilot is a powerful and intelligent assistant that can help you with various tasks across different Microsoft 365 apps, such as Outlook, Word, PowerPoint, Excel, OneNote, Planner, Whiteboard, Forms, Business Central, Microsoft CRM, and Teams. Copilot can also provide you with insights and recommendations based on your data and goals. In this webinar, we will give you an overview of what Copilot is, what are its benefits and costs, and how to use it with Microsoft Office Products, Business Central & Microsoft CRM.  

Agenda: 

  1. How to access and activate Copilot? 

You can access Copilot from any device and any channel that supports Microsoft 365, such as the web app, the desktop app, or Teams. To activate Copilot, you need to enable Copilot in your settings and give it access to your data and permissions. Once you do that, you can start using Copilot by clicking on the Copilot icon, saying “Hey Copilot”, or typing “@Copilot” in the chat window. 

  1. How to use Copilot with different Microsoft Products 

Show how to use Microsoft Copilot in different Microsoft 365 apps, such as Outlook, Word, PowerPoint, Excel, OneNote, Planner, Whiteboard, Forms, and Teams 

Highlight the features and capabilities of Microsoft Copilot, such as insights, recommendations, automation, personalization, and natural language understanding 

Provide examples of common tasks and scenarios that Microsoft Copilot can help with, such as scheduling meetings, creating documents, designing presentations, analyzing data, taking notes, managing projects, brainstorming ideas, creating surveys, and communicating with colleagues 

Using Copilot with Microsoft BC and CRM 

 

How much does it cost, what products to buy to get started 


ChatGPT & Microsoft Copilot Content and Data Loss Prevention

What is ChatGPT\Copilot?

 

How Microsoft 365 Copilot and ChatGPT Work

 

ChatGPT v. Microsoft 365 Copilot and & Copilot in Browser & Windows11

 

Microsoft 365 Copilot Content & Data Loss Prevention

 

Tips to get Microsoft 365 Copilot running Securely in your Organization

 

Steppingup Security: Content and Data Loss Prevention for the “AI Generation”

 

Getting Started with Microsoft 365 Copilot


ChatGPT = Microsoft Copilot Training and Best Practices

Agenda

· What is Copilot and how does it work?

· How to set up Copilot in your company and manage access and permissions

· How to implement security policies and practices to protect your data and privacy

· How to train your employees on how to use Copilot and ask clear and relevant questions

· How to evaluate the quality and accuracy of Copilot’s output and provide feedback

· How to leverage Copilot’s features and capabilities to improve your productivity and creativity


Using Copilot to Reduce your Accounting Workload

· In this webinar, you will learn how to use Business Central and Copilot to automate your workflows, generate reports, and get insights from your data.

· You will also see some of the new features that Business Central and Copilot offer, such as natural language queries, smart suggestions, and interactive dashboards.

· By the end of this webinar, you will be able to use Business Central and Copilot to save time, improve accuracy, and make better decisions for your business.

How Copilot works

· Copilot is an AI assistant that integrates with Business Central and learns from your data and actions.

· You can access Copilot from any device, either by typing or speaking your commands.

· Copilot understands natural language, so you can ask it questions, request tasks, or give feedback in your own words.


Copilot & Security Best Practices

What is Copilot\ChatGPT?
How Microsoft 365 Copilot and ChatGPT Work
Microsoft 365 Copilot v. ChatGPT & Copilot in Browser & Windows11
What you should know about how Co-Pilot protects your data (v. ChatGPT)
Tips to get Microsoft 365 Copilot running in your Organization
Security Best Practices – Preparing your Security for the “AI Generation”
Getting Started with Microsoft 365 Copilot
Final Comments


Elevate Your Budgeting, Forecasting, Reporting & Analysis with Copilot for Microsoft 365

If you are looking for a way to improve your budgeting, forecasting, reporting, and analysis processes, you don’t want to miss this webinar. In this 45 minute session, we will show you how Copilot Microsoft Dynamics 365 Business Central can help you streamline and automate your financial planning and performance management. You will learn how to:

· Create and manage G/L budgets

· Create and manage Sales Budgets (Forecasts) with built-in tools and templates

· Generate and share out of the box reports that measure and compare against actuals

· Use artificial intelligence and machine learning to enhance your analysis and decision making

· Collaborate and communicate with your team and stakeholders securely and efficiently.

By the end of this webinar, you will see how Business Central can help you elevate your budgeting, forecasting, reporting, and analysis in one day. You will also discover how you can get started with a free trial or a personalized demo of Business Central. Don’t miss this opportunity to take your financial planning and performance management to the next level with Business Central. Register now and join us for this informative and interactive webinar.


How to use Copilot in Manufacturing

Strengthen your manufacturing business by connecting systems and data, allowing you to anticipate change, minimize disruptions, and reduce time to market—all while building better customer relationships using real-time insights. Also learn about the integration of Copilot for Microsoft 365.

Agenda:

  1. Product Design and Control
  • Introduce new products and services quickly.
  • Centrally manage product information.
  • Streamline engineering change management processes.
  • Improve safety, quality, and productivity with hands-free work instructions.
  1. Supply Chain
  • Six trends shaping supply chain transformation
  • Stay ahead of supply chain disruptions and keep up with customer demand by transforming from a legacy approach to a resilient manufacturing supply chain model.
  1. Production and Distribution
  • Get support for discrete, process, lean, and mixed-mode manufacturing.
  • Drive sustainable manufacturing with connected factories using IoT and AI.
  • Fulfill orders effectively with Intelligent order and warehouse management.
  • Manage inventory with real-time data.
  1. Sales
  • Build trust and strengthen relationships with customers.
  • Streamline and automate sales processes to sell new leads and identify opportunities with existing customers.
  • Track relationship needs and relationship health with real-time insights.
  • Personalize customer engagements across multiple channels to cultivate and maintain long-term relationships.
  1. Service
  • Increase customer loyalty by providing exceptional service.
  • Proactive field service including AI-optimized scheduling
  • Omnichannel and self-service customer service.