WEBVTT

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An email is waiting.

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You'd like a decent first draft…

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and you'd like to stay in control.

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So before you type a single word to Copilot,

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check three things.

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The account.

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The label.

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And the data rule.

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Every example in this course is invented.

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Made-up New Zealand offices,

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made-up notes, no real clients.

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We'll start small,

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with one task you can check in a few minutes.

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First, the account.

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Open Copilot for work,

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and look at who's signed in.

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It should be the work account your employer

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approved.

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Not a personal one.

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Next to New Chat,

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look for the green shield.

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It shows that enterprise data protection applies.

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Can't see it,

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or not sure?

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Ask IT before you go any further.

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Second, the label.

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Copilot isn't just one thing.

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Microsoft uses labels to show which experience

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you have.

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Copilot Chat, Basic,

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is the chat included with eligible work plans,

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at no extra cost.

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Microsoft 365 Copilot,

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Basic, adds standard access inside apps like

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Word and Excel.

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And Premium, or Pro,

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means the paid Microsoft 365 Copilot licence,

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with the full experience.

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So a Copilot button on its own doesn't tell

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you much.

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Read the label,

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and you'll know what your account can actually

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do.

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Third, the data rule.

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With enterprise data protection,

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your work prompts and responses are not used

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to train the foundation models.

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But that's not the same as no record.

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Work chats can still be logged and retained,

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for things like audits.

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And your team still decides what information

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you may use.

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What about a personal Microsoft account?

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Microsoft's privacy controls page shows where

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to review those choices,

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in Settings.

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Those controls are for personal Copilot.

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They don't make a personal account an approved

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work tool.

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If anything's unclear,

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take three questions to your administrator.

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Which Microsoft 365 plan do we have?

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Which Copilot licence do I have?

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And what's our rule on web search?

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Write the answers down:

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your account, your plan,

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and your Copilot label.

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If you can't find them,

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that's your question for IT.

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You don't need to buy anything to finish this

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course.

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Now pick your first task.

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A reminder, a checklist,

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or a short summary,

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from invented notes.

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Write down what you want,

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where the facts come from,

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and who'll check the result.

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For example, a reminder to a visitor about

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an appointment, with the name and the time

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left as placeholders,

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in square brackets.

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That's enough to start.

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A small task.

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A clear source.

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And a check,

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every time.