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Getting the most out of Microsoft Copilot

Jun 2026 · 7 min read

Microsoft Copilot ships with the Office 365 license most institutions already pay for, and most are barely using it. This session walked through practical, role-based ways to put it to work, with attendees joining from student affairs, instruction, facilities, and more. The throughline: this is for everyone, not just technical staff.

You no longer need to be good at prompting. You need to be good at describing the work.

The biggest mindset shift is to stop hunting for clever prompts and simply explain the outcome you want, the same way you would brief a new colleague. Copilot can ask you clarifying questions and refine your instructions from there. With that frame, three use cases stood out.

1. Scheduled research, on autopilot

Keeping up with job postings, grants, or competitor moves usually means manual searches and a pile of newsletters. Copilot Tasks turns that into a standing instruction. You write something like “monitor this and summarize it for me every Monday at 9am,” and the summaries arrive on schedule, like a newsletter built just for you.

One recruitment director immediately saw it could replace weeks of manually checking peer institution websites for tuition and admissions changes.

2. Dashboards without borrowing an analyst

A campus pilot in Michigan had produced a treasure chest of survey data that nobody could open, because pulling insights meant competing for scarce IT time. Copilot now lives inside Excel, and the demonstrated prompt was simply: “Can you make me a dashboard on the raw data table?” A working dashboard appeared within minutes.

A few caveats kept it grounded:

The workforce takeaway: building a dashboard no longer requires a dedicated hire, but institutional context and human judgment remain irreplaceable. The change is in the task, not the need for an informed person.

3. Custom images, by describing the vision

For marketing materials, event branding, and presentation visuals, you can skip the stock-photo hunt. The trick is not to write the image prompt yourself. Describe what you are going for, ask Copilot to draft the prompt and ask you clarifying questions, then use the detailed version it produces. It captures the specifics people usually forget, like whether you meant mint green or grass green.

That conversational pattern, talking through the project before asking for the output, produces stronger results well beyond images.

Adoption: teach durable skills, not features

Interfaces change and features ship constantly, which is exactly what makes hesitant staff give up. The answer is to teach task-level competencies that last, rather than chasing every monthly release. As we put it in the session: a dashboard from a CSV isn’t cutting-edge, it’s just useful. That is the bar worth aiming for, and it is why we run these webinars free every month.

A few quick answers

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