Copilot in Action: Real Wins and Pitfalls in M365

Microsoft Innovation Podcast

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What happens when AI meets the classroom, the boardroom, and the whiteboard? In this episode, Joshua Jones—Director of Training at Voltage Learning—shares how he’s helping professionals and educators unlock the full potential of Microsoft Copilot across M365. From overlooked features in Loop and Whiteboard to the evolving power of AI-generated files, Joshua offers a front-row seat to the real-world wins, challenges, and transformations happening at the intersection of tech and learning.

🔑 KEY TAKEAWAYS
- Copilot’s evolution: Early adopters faced limitations, but today’s Copilot delivers more reliable results—especially in Excel and Loop.
- Whiteboard + Copilot = Idea Engine: Learn how Copilot can kickstart planning sessions with sticky-note prompts that spark collaboration.
- Loop’s hidden power: Discover how Copilot in Loop streamlines project setup with smart templates and real-time collaboration.
- Microsoft Graph demystified: Understand how Graph powers Copilot’s data access—securely and contextually.
- Why formatting still frustrates: Hear why PowerPoint’s Copilot lags behind and what that reveals about AI’s current limitations.

🧰 RESOURCES MENTIONED:
👉 Microsoft Loop – Collaborative workspace with Copilot integration: https://loop.microsoft.com
👉 Microsoft Whiteboard – Digital whiteboard with Copilot support: https://whiteboard.microsoft.com
👉 Microsoft Graph – Data connectivity framework powering Copilot: https://learn.microsoft.com/en-us/graph/overview
👉 Perchance – AI character generator and storytelling tool: https://perchance.org
👉 Microsoft Designer – AI-powered graphic design tool: https://designer.microsoft.com
👉 Microsoft MVP YouTube Series - How to Become a Microsoft MVP - https://www.youtube.com/playlist?list=PLzf0yupPbVkqdRJDPVE4PtTlm6quDhiu7
👉Joshua's Speaking Engagement: https://namctsummit.com/speakers-1
👉Joshua's GitHub: https://github.com/joshjones-jp

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Thanks for listening 🚀 - Mark Smith

챕터

1. Copilot in Action: Real Wins and Pitfalls in M365 (00:00:00)

2. The AI Training Spectrum: From Copilot to Azure (00:04:12)

3. Unlocking Creativity with Copilot in Whiteboard & Loop (00:06:55)

4. The Formatting Gap: Copilot’s Struggles and Surprises (00:10:18)

5. Demystifying Microsoft Graph: The Backbone of Copilot (00:16:00)

6. Joshua’s “Wow” Moment: AI That Delivers Files Instantly (00:20:26)