Copilot user engagement tools and templates
We’ve developed a collection of user-facing tools and templates for you to quickly onboard your organization onto Microsoft 365 Copilot and drive product engagement. There is content below for people who are using Microsoft 365 Copilot Chat, as well as content for onboarding people onto the full Microsoft 365 Copilot experience. Most of the content can be customized to suit your organization’s needs.
Use these resources to help you achieve the goal of making Copilot a daily habit among your organization.
View the full Copilot Success Kit- User onboarding templates: Customizable email templates for introducing Microsoft 365 Copilot Chat to your organization and driving usage
- Copilot prompt-a-thon: Digital assets and trainer videos for running an interactive “hack” event to deepen your organization’s prompting skills
- Copilot Launch Day kit: Framework, templates, and digital assets for running your own Microsoft 365 Copilot launch event
- Copilot Chat trainer kit:
- Copilot Chat user training guide: PowerPoint guide to share with users introducing Microsoft 365 Copilot Chat and how to use it for common scenarios
- Top 10 to try with Copilot Chat handout: Handout to share with users on the top 10 use cases to try first with Copilot Chat
- Prompt do’s and don’ts handout: Handout to share with users on best practices for writing effective Microsoft 365 Copilot prompts
- Agents in Copilot Chat handout: Handout to share with users on what are agents in Copilot Chat and how to use them
- Resources for schools and universities: Webpage with Copilot Chat resources for education
- NEW: Custom Windows lock screen guide: Guide on instructions on how to leverage Windows lock screen to drive engagement
Microsoft 365 Copilot tools and templates*:
- User onboarding templates: Customizable email templates for introducing Microsoft 365 Copilot to your organization and driving usage. Includes leadership communication templates to promote rollout, as well as function-specific templates sharing Copilot guidance and prompt examples.
- Manager onboarding templates: Customizable email templates for preparing managers at your organization for Microsoft 365 Copilot rollout
- Trainer kit:
- Quick start guide: Editable handout to share with users on how to get started with Microsoft 365 Copilot
- Get started with Copilot in Excel, Word, PowerPoint, Teams, and agents in Microsoft 365: Guides to share with users on how to use Microsoft 365 Copilot for common scenarios
- Training content map: Guide for trainers on the user training resources available for Microsoft 365 Copilot
- Top 10 to try with Microsoft 365 Copilot handout: Handout to share with users on top use cases to get started with Microsoft 365 Copilot
- Prompt ingredients handout: Handout to share with users on how to write an effective Microsoft 365 Copilot prompts
- Copilot Virtual Skilling Event Framework: Event kit for planning, delivering, and evaluating a virtual training session for Microsoft 365 Copilot
*Includes content that refers to capabilities only available to users with the Microsoft 365 Copilot license.
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