🎯 Learning Objectives
- Analyze sales data and customer reviews in Excel
- Research industry context with Copilot Chat
- Schedule a working session with the product team
📋 Demo Setup
Required file from the MS-4021 GitHub repository:
📝 NOTE: Allow up to 10 minutes for OneDrive sync.
Part 1: Copilot in Excel — Spot the Issue in Your Data
💡 Why This Matters: Copilot turns Excel into a conversational analyst — calculate, highlight, and surface insights in plain English.
- Open EV_Charger_Sales_Analysis_v1.xlsx in Excel.
- Navigate to the Sales by Product tab.
Calculate monthly revenue by product and add a column with total revenue - refer to the Prices worksheet.
What is the total revenue for each category so far in 2024?
Highlight rows where the value in column H is less than $100K.
- Navigate to the Reviews tab to analyze customer feedback.
Summarize the top 3 customer concerns we should focus on.
Highlight reviews that mention issues related to charging speeds.
✅ Self-Check: Part 1
Part 2: Copilot Chat — Research the Charging Speed Issue
💡 Why This Matters: Once you've identified a problem, Copilot helps you research industry-wide causes and competitive responses.
- Open M365copilot.com in Web mode.
Research common issues with EV charger speeds and identify potential causes or solutions. Summarize findings in a format suitable for a business presentation. Highlight any relevant industry benchmarks or competitor data.
What are the latest innovations or technologies addressing slow EV charger speeds in 2024?
Assuming competitors in the EV charging market are improving speed by 20% annually, suggest how we could position our CC-2001 and CC-2000 models to stay competitive.
Based on this information, suggest 5 strategic questions to ask the product team during our meeting tomorrow. Focus on identifying root causes, assessing risks, and brainstorming potential improvements.
✅ Self-Check: Part 2
Part 3: Copilot in Outlook — Convene the Team
💡 Why This Matters: Lock in the meeting with the right people and a productive agenda.
- Open outlook.office.com.
- Click the Copilot icon.
I need to schedule a meeting with [/Pick a colleague] tomorrow afternoon to discuss the EV charger issue reports. Can you suggest a time that works? If they are unavailable, please suggest an alternative time.
- Edit the proposed event, confirm availability via Scheduling Assistant.
- Click Draft with Copilot in the event body.
Create an agenda for a meeting to discuss slow charging speeds with our CC-2001 and CC-2000 models. Include time for an introduction to the issue, a review of any available data or customer feedback, and a brainstorming session for potential solutions.
✅ Self-Check: Part 3
🔑 Key Takeaways
🔎
Find the Signal
Let Copilot find patterns in volume — sales and feedback alike.
🌐
Context from the Web
Pair internal data with industry context.
🤝
Drive Alignment
Get the right team in the room with a clear agenda.
✅
Ask Better Questions
Use AI-prepared questions to lead better conversations.