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COPILOT TRAININGS
These sessions are designed to help all users, but especially support staff, admin and paraplanner leverage the power of Copilot. This training is focused on the use of the free Copilot Chat application that is included within the Office365 subscription that you currently have.
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CoPilot Training 1: Future of Work with Copilot​​
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Enhancing Productivity and Creativity with Microsoft Copilot​​​​​
Dean introduced Microsoft Copilot, an AI assistant integrating ChatGPT with Microsoft's robust security framework for protected business use. Copilot enhances workplace effectiveness by automating routine tasks and allowing focus on higher-value work.
Key benefits include improved productivity, enhanced creativity through AI-generated suggestions, and streamlined efficiency. Dean demonstrated practical applications: drafting emails, analyzing documents, conducting investment research, and creating Excel formulas.
While emphasizing ethical usage and accountability for AI-generated content, Dean explained that access varies by Microsoft 365 license type. Six upcoming training sessions were announced, with resources becoming available on the Wealth Network website.