Microsoft Copilot: Excel, Agent Mode, and Researcher
#CopilotExcel #CopilotAgent #SmallBusiness Explore a 20-minute compilation of our Chief Intelligent Transformation Officer’s most popular Copilot tips, pulled directly from recent live events that business leaders consistently rate the highest. Explore how to: Use Copilot in Excel to generate formulas from natural language and automate common workflows Refine, format, and troubleshoot Copilot-generated formulas and code Compare Copilot formula generation with Python integration for deeper analysis Use Copilot Agent Mode to make spreadsheet changes via prompts (highlighting, reformatting, and dashboard creation) Create dashboards and visualizations directly from spreadsheet data Apply different response styles (speed vs reasoning depth) for better outcomes Use the Researcher agent to build summaries, comparisons, and structured reports Select where Researcher searches - web or internal sources like files, emails, meetings, and chats Turn meeting recordings and transcripts into actionable communication feedback 👉 Have questions? Reach out anytime at: [email protected] ------------------------------ Additional Resources: Copilot guide for SMBs: https://tealtech.com/it-resources/it-... New Copilot Licensing, Teams Access, and Virtual Desktops: • New Copilot Licensing, Teams Access, and V... Using Copilot in Teams Meetings: https://tealtech.com/blog/how-to-use-... Copilot Prompt Gallery, Memory, and Agent Chat: • Copilot Prompt Gallery, Memory, and Agent ... M365 Copilot Search & Agent Scheduling: • M365 Copilot Search & Agent Scheduling ------------------------------ 0:00 Copilot in Excel: Formulas and Automation 1:29 Natural Language to Excel Formulas 1:42 Refine Copilot-generated Excel Formulas 2:14 Excel Formulas vs Copilot with Python 3:38 Copilot Agent Mode for Spreadsheet Edits 5:25 Build Excel Dashboards with Copilot 9:00 Copilot Response Speed vs Deeper Reasoning 9:28 Copilot Researcher Agent Overview 11:40 ChatGPT vs Copilot for Business Research 11:47 Researcher Sources: Web and M365 14:21 Researcher Comparison Tables and Reports 15:56 Analyze Meeting Transcripts for Coaching 18:38 Actionable Insights from Meeting Recordings

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