Instructions for Utilizing Copilot

Access Copilot Chat through any web browser, and when you sign in with your UMB credentials, you are working in a protected environment designed to keep your information secure.

• About Copilot Chat
• Use Copilot Chat on desktop, mobile, Edge or Microsoft365.com
• Use Copilot Prompt Gallery
• Analyze an uploaded document in Copilot Chat
• Create a document with Copilot Chat
• Create a graph with Copilot Chat

Copilot Prompt-a-Thon

UMB hosted a Copilot Prompt-a-Thon on Nov. 17th, 2025. Three sessions were offered covering an overview of AI, how to effectively prompt using Copilot Chat, and advanced use cases, which reviewed how to create an agent.   Recordings of each section are available below, along with the PowerPoint presentation. 

• Session 1 - Basic AI Introduction (1hr 30 mins)
• Session 2 - The Art of Prompting (1 hr 30 mins)
  • The first 30 minutes is a recap of Session 1
• Session 3 - Advanced Use Cases (1 hr)
• PowerPoint Presentation

This advanced AI assistant is fully integrated with Microsoft 365 applications, including Word, Excel, PowerPoint, Outlook, and Teams.

Getting Started:

• Meet Copilot
• What you can do with Copilot
• Start using Copilot

Learn the basics of prompting:

• What is a prompt?
• What makes a good prompt?
• Quick tips for better prompts?

Building AI Agents

Visit the Building AI Agents page to view the 10-lesson course on the fundamentals of building AI agents. 

Want to learn more?

• Visit Microsoft 365 Copilot Video Tutorials to view any of the above tutorials or to access more information on the topics of Create, Summarize, Communicate, and Catch up.  
• Visit Microsoft 365 Copilot help & learning to view additional information about how Copilot can be utilized across all Microsoft 365 applications.