#47: Using Copilot for (consistent) meeting notes

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GenAI” like Copilot and ChatGPT has been evolving quickly over the last year or two, and the more experience people have in using it has also changed their approach. Just as providing better questions to get more accurate search queries from Google / Bing, getting the best results from Copilot or the like might depend on being specific enough with your questions.

Here’s a tip courtesy of Kat Beedim, Microsoft 365 MVP from Microsoft partner, CPS. Kat is using Copilot to summarise the output of a Teams meeting, in an alternative way to the built-in Copilot for Microsoft 365 method which generates a pretty decent summary (and was recently discussed in context of the OneNote integration). While the content is generally good, using the standard approach, you will likely get differing formats of notes from one meeting to the next, depending on what was said.

Kat’s approach is to download the transcript from a meeting that you’ve attended; this may be available to anyone who joined the meeting, even if the tenant hosting the meeting doesn’t itself have Copilot provisioned. In other words, if you have access to Copilot and you can get the transcript from a meeting (which you didn’t organise, maybe even one organised by a different company) then you can generate the meeting notes.

To see if the meeting was transcribed, go back to the Chat or the Recap from the meeting within Teams and you might be able to download the transcript (as a .DOCX file).

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Save the transcript file to OneDrive in the same tenant where your Copilot for M365 is, and within a Copilot prompt you can reference it… if you go to Copilot (Work) and press “/” in a prompt, it will let you choose a file (or other source of data).

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Kat has provided a very polite and detailed prompt for Copilot to generate meeting notes; by using the same prompt after every project or team meeting, the same format of notes will be preserved.

Copilot, please assist me in converting the attached /(start typing the file name to select it)
into detailed meeting minutes.

Here’s what I need:

1. Identify Key Sections: Break down the transcript into distinct sections: attendees, apologies, introductions, summary of concerns, previous actions discussed, further discussions, recommendations and actions, date of next meeting. Keep to that order.

2. Summarise Discussions: Provide a detailed summary of the discussions for each agenda item, capturing the main points and any consensus reached.

3. Highlight Decisions: Clearly state any decisions made, including the rationale behind them and any dissenting opinions if applicable.

4. List Action Items: Enumerate the action items that came out of the meeting, specifying the responsible party and the deadline for each task

5. Note Attendees: Include a list of attendees and their roles or titles, as well as any apologies for absence.

6. Format for Clarity: Use full sentences and paragraphs, tables, and bold text for emphasis where necessary to enhance readability. Do not use bullet points.

7. Review for Accuracy. Ensure that the minutes reflect an accurate and impartial record of the meeting, and make any necessary edits for clarity and conciseness. Please format the minutes in a professional and presentable manner. suitable for distribution to all meeting participants and for record-keeping purposes. Thank you.

You could also open the transcript directly in Word and enter the gist of the prompt above in Copilot within Word, though formatting is a bit nicer when done from the Copilot for M365 prompt. It might be possible some day to tell it to generate a new document using a set template, but that appears to be a manual process for now.

Feel free to have a play with the prompt to get the format and the answers you want; you have 2,000 characters to give your instructions so be as descriptive as you like.

Kat’s video demo is on Write meeting minutes with Copilot – YouTube.

#45: Copilot updates flying in

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Microsoft unveiled “Wave 2” of Copilot for Microsoft 365 earlier this week; if you haven’t seen the video, you can catch it here, or check out Teams guru and MVP Tom Arburthnot’s tl;dr summary of the key announcements and the demos.

BTW, if you are a Microsoft partner, you might have heard during MCAPS Start in July, that (woo-hoo!) Microsoft was going to give you some free Copilot licenses as part of the benefit of being in the partner program.

The latest Benefits Guide shows that Copilot goodness is indeed coming in January 2025, but it might be a bit less generous than expected… Basically, don’t bank on getting more than a handful of seats as part of the package, and if you don’t think Copilot gives you enough benefit to bother paying for it, then, well…

Talking of “what’s new” with Copilot, Microsoft veteran Malcolm Bullock has a thought-provoking explanation of what he means by “Nothing has changed but everything is new”.

Some of the stuff that was announced in the Wave 2 jamboree will be coming later this year, such as Copilot automatically prioritizing your emails in Outlook. Other pieces – the Narrative Builder in PowerPoint, for example, are here already.

The PowerPoint Copilot functionality is amazing. Give it a couple of lines of content and it will generate a whole load of slides by finding out information to flesh out your idea. If you’re an expert in an area then it might seem to give a glib, high-level overview with not-quite-correct images, but all of that can be tweaked and updated later.

Here’s an example:

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… and literally a few moments later, it presented…

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Not bad at all. At least it has a framework which could be used to flesh out stuff in more human detail.

While Copilot might have its most immediate use in helping to create content like images or writing documents/emails for you, there are other collaborative benefits too, some of which were covered in the announcement. As Malcolm says above, maybe we will need to tweak how we collaborate (using channels instead of chat for group discussions, for example) to properly harness the capabilities to good effect.

On asking Copilot in Edge to summarize the announcement page to less than 200 words, it offered:

· Copilot Pages: Introducing a dynamic, persistent canvas for AI collaboration, allowing teams to work together in real-time with AI-generated content.

· Enhanced Microsoft 365 Apps: Significant improvements in Teams, Excel, PowerPoint, Outlook, and Word, including new features like Copilot in Excel with Python for advanced data analysis.

· Copilot Agents: New AI assistants to automate and execute business processes, with an easy-to-use agent builder for creating custom agents.

· User Feedback and Updates: Over 700 product updates and 150 new features based on feedback from nearly 1,000 customers, improving performance and user satisfaction.

So there are lots and lots of new features coming, if not here already. Yay.

Meetings, transcripts and notes

One of the nicer new widgets that Copilot has brought recently is for putting meeting notes into OneNote. Previously, to record what happened in a meeting, you’d ask either Teams Premium or Copilot to generate some kind of notes, then copy/paste the text into OneNote alongside other stuff you might have jotted down yourself during the meeting.

Now, it’s made the process a whole lot easier – first, you need to be sure the meeting has been recorded or transcribed. If you go back to the Meeting inside Teams (look in the Chat node), you might see a Recap option which will give you the summary of what happened, along with actions that were discussed:

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Now, go into OneNote, navigate to your existing notes page for a meeting (or create a new one) and go to Insert Meeting details. It will offer you a pane on the right side showing a selection of meetings from your calendar.

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Previously, this would have copied just the bumph from Outlook like the date/time, subject and who the attendees were – useful as that is – but now has added a bunch more…

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It’s a brilliantly useful way of adding some extra content to notes you might already be taking, or just to more easily organize notes and follow up actions from within OneNote rather than grubbing about in Teams to find them.

#34: Bringing AI to the Whiteboard

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One of the joys of in-person group meetings is when someone grabs a whiteboard marker and starts laying out their still-forming thoughts to the enthralled audience, almost as popular as the person who always asks a question 2 minutes before the meeting is due to end. Thankfully, there is a digital whiteboard for use in virtual and hybrid Teams meetings, too. And like seemingly everything else, it’s getting a sprinkle of Copilot-y Goodness.

The Whiteboard app has appeared in previous ToW’s (before the Great Reset) here. As a quick summary: if you’re a Microsoft 365 subscriber, you’ll find the Whiteboard tucked under More apps in the grid on the top left on numerous sites…

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… or available directly on https://www.microsoft365.com/apps/ or just launch it directly from https://whiteboard.office.com/. A Windows app is available in the Store, though it’s really just a wrapper for the web experience.

Whiteboard is intended as a multi-user collaboration tool, available in the browser as above, or in Teams, by using the Share button (NB: if you look under the Apps button to the left of Share, you won’t easily find this Whiteboard, but there are other “Whiteboard…” 3rd party apps which will show up: YMMV).

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One very cool new feature is the ubiquitous Copilot option; it can help get you started on a brainstorming exercise, for example. Start by giving it an idea of what you’re trying to work on

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… and it will come back with headings which can be quickly added as Post-it style notes clip_image010

Selecting one of them and choosing Categoris|ze …

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… will arrange them into subject blocks.

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And selecting any one and selecting Suggest will go a level deeper and bring up some additional points.

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As a discussion starter, it’s brilliant. Give it a try and see what kind of inspiration you might find.

The main Whiteboard info page is here. There are some cool templates available for getting started with some pretty detailed layouts for workshops, Kanban boards etc; more info here.

RIght, now there’s only 5 mins to go, the meeting is starting to wrap up – for goodness’ sake, keep your hands down.

#32: Microsoft Designer gets everywhere

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Assuming you haven’t woken from cryonic stasis (leaving aside all the practical difficulties of doing that) then you’ll already know of the hallucinatory ChatGPT and its image-creating sidekick, DALL-E, which will spit out a computer generated image from a text-based description of what you want.

Predictably, there are many memes on whether AI is a good thing or not, along with worries that it’s coming for your jobs/freedom/happiness etc. In many ways, it’s just another wave of technology which is certainly impactful, but its benefit will be seen by how we creatively embrace it.

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Also doing the rounds is the trope of “I want AI to do my laundry” which is poignant if not really a new thing (see Keynes c1930, or Bertrand Russell’s “In praise of Idleness”, c1932). Technology is invented to supposedly give us more time but often displaces one form of work for another. Now, AI prompt engineering will be a creative skill, to a degree replacing the need for designing, drawing or painting skills.

Meanwhile, Microsoft has been busy embedding DALL-E technology into other apps and services, broadly packaged under its “Designer” branding. You can generate images for embedding into LinkedIn articles, for example …

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… though with some mixed level of success, depending on what you want…

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Alternatively, just go straight to the Copilot prompt…

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Even the venerable Paint has gotten a new Image Creator function which does much the same thing, though annoyingly defaults to a 1:1 aspect ratio, regardless of the orientation of the canvas. In the main Copilot/Designer UI there is a little icon to change the ratio of your image from square to landscape, however it ends up generating a new image entirely.

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Restyle it out

Remember all those early 2000s makeover TV shows which gave frumpy looking people another view on what to wear? Well, there’s a Restyle capability in Designer that’s so much fun to play with, you could easily spend the rest of the day mucking about with pictures to see what selfies look like in art style, how the dog would be if made of Plasticine, and so on…

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Take your source image…

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…then choose one of a variety of styles, and be prepared for outright weirdness or outright flattery…

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Right, that’s enough of the day wasted. Get on with your work!

#28: Recalling history

tl;dr – press WindowsKey+V on your Windows 10 or 11 PC. If you don’t have Clipboard history turned on, enable it. You’re welcome.

Microsoft unveiled a new range of Surface laptops recently; the foghorn headline is they’re not just PCs, they’re Copilot+ PCs with lots of AI goodness. There was also a lot of news from the Microsoft Build conference this week – Copilot might have mentioned once or twice, but I think they got away with it.

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The really big news for PC watchers is concerning the most recent attempt by Microsoft to move away from Intel to ARM processors; tried before with the Windows RT and Surface RT cul-de-sac, then later the Windows 10X project and the Surface Pro X which was ultimately superseded by an Intel-powered replacement.

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Apple showed that it was not only possible but desirable to move from power-hungry Intel to lightning fast ARM chips, delivering huge improvements in battery life at minimal expense of application compatibility. The new Surface Laptop 7 purports to deliver power and performance that will finally take the fight to Apple in-house ARM silicon.

As well as flashing the new hardware, Microsoft also announced a bunch of new capabilities coming to Windows, delivered by snazzy new hardware and the Copilot Runtime which will allow advanced AI computation to take place locally on the device, without having to round-trip to the cloud.

One such AI-powered feature is “Recall”, which captures what the user is doing on the PC over time and will use a local AI model to analyse the data, so you can ask it to bring back whichever document, web page or app you might have been using when you were doing or thinking about something.

So far, the use cases being discussed are a little basic (like “I saw a recipe for a goat’s cheese pizza but can’t remember where it was”) but it could prove really useful when in the wild.

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Remembering history

There are plenty of other places where history is recorded as you do your thang on a PC. Office apps remember documents you’ve been using in the past either by presenting the Most-Recently Used (MRU) list or letting you search across common document areas.

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Outlook will cache the email addresses you’ve sent to before, browsers like Edge have an extensive and searchable history of pages you’ve been to, and even Windows Explorer’s Home tab shows you all the documents you’ve opened recently alongside ones you might have pinned as favourites.

One history feature which is presumably switched off by default due to some sort of privacy worry, is one where when you start using it, you wonder how you’ve lived your life to date without it: Clipboard history. In a nutshell, CTRL+C and CTRL+V have been widely-used shortcut keys for copy & paste since before Windows was an apple in its creators’ eyes. Using WindowsKey+V to initiate a Paste, will present you a list of the last few things you put on the clipboard.

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It was covered in Old Testament ToW #670.

Remember Windows Timeline? It was a feature which recorded what the user was doing across many apps, browser sessions and different devices (even on mobile), synched to the cloud and presented in a logical, searchable timeline view. While it still exists in Windows 10, it wasn’t part of Windows 11 and since it relied on Cortana (RIP), the feature which remains has very much had its wings clipped.

“Recall” Chicken Licken

The old fairy tale of the chicken thinking the sky is falling (originally an Indian story about a hare, not a hen, and known by a variety of names around the world) was revisited in relation to Microsoft’s “Recall” feature which is part of this new range of Copilot+ PCs, enabled by the additional NPU chips (and not to be confused the Outlook’s “Recall” feature which purports to un-send a message but rarely works as expected, especially if sending to a lot of people).

The story behind the new Recall is that the PC will keep a history of everything the user does by screen-grabbing every few seconds, so that the user can later ask Copilot for help in remembering what they’ve done previously.

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Cue, heavy breathing from all sorts of commentators who’ve never even laid eyes on this thing being used. The UK’s Information Commissioner’s Office – the Gov data watchdogissued a short statement and was widely reported as “looking into” the potential privacy concerns, however Microsoft was clear to point out that:

  • Recall will (initially) only work on these new (ARM) Copilot+ PCs and is in preview. Other PCs with Intel CPUs and Neural Processing Units (NPU) hardware will get the feature in time.
  • Recall will be enabled on initial PC or user setup, but can be switched off using the Settings menu and sys admins can centrally disable through policy; ditto, the length of time Recall will store data for can be tuned (and the amount of storage it uses).
  • Specific apps (and InPrivate browser windows) can be excluded from the screen-grabbery
  • It holds all the data in an encrypted store on the local PC and is only accessible by the user (i.e. not synced to the cloud, not readable by Microsoft or by any company administrator).

#23: Licensing the overlords

People might be using AI to create new art and for writing but most would prefer it to take the drudgery out of their life; and that doesn’t just mean summarizing your emails. One day, technology might fulfil that Keynesian idyll of having more leisure time than we know what to do with, but for now we’re reduced to automating a few tedious tasks while replacing them with new ones.

Robotics pioneers dreamt of having autonomous domestic servants. Aside from pervasive advancement made in manufacturing, most have been somewhat underwhelming, despite some amazing looking machines. Boston Dynamics recently unveiled the frankly terrifying new Atlas humanoid robot…

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… as a replacement to the previous variant which had been the star of many videos (including the “Do You Love Me” viral hit)…

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… even if its cost and complexity meant it was good for little more than making fancy videos. Why make a machine that looks and acts vaguely like a human if all it needs to do is move things around, where a machine dedicated to that specific task could be built more simply and with less money?

If the rise of AI and robots is giving you cause for concern, allay some of those fears with the Reddit group, /r/sh**tyrobots, which showcases epic fails of people with perhaps too much time on their hands. (The same could be said of much of Reddit but that’s another topic altogether).

One aspect of AI and robots that is conveniently overlooked is the huge cost of doing them well; don’t expect future technologies to do everything and answer all your questions without something in return, whether that’s sharing all your information with them or handing over all your money and other stuff.

Software robotics

In current times, using software to take care of tedious tasks imposed by other software can bring immediate benefits without costing the earth. Collectively known as RPA or Robotic Process Automation, the field varies from simple If-This-Then-That type logic which can knit different systems together, to altogether more engineered solutions that are part of a much bigger development.

Microsoft’s own Power Automate – formerly known as “Microsoft Flow” – starts off with an easy-to-use editor not unlike IFTTT but can encompass web-based logic or can be run on a PC to help automate repetitive tasks within installed applications. There’s a Copilot for Power Automate (of course) and AI can help to figure out what you’re trying to automate locally too.

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Keep up to speed with what’s new in Power Automate on the Release Wave documentation or on the fairly frequently updated blog.

Licensing for dummies

Power Automate is free for some things, but costs money for others. Some external systems are free to connect to, while others need you to pay directly or have an existing license. If you were designing a licensing scheme, you certainly wouldn’t start from here, in fact you could make a profession out of understanding Microsoft licensing.

Dynamics 365 pricing is going to rise pretty significantly in October 2024, though it’s the first such hike in 5 years. Still, the recent Business Applications Launch Event showed where some of the money is going; the tl;dr summary is, “Ooooh, isn’t Copilot GREAT!”.

Sometimes, Microsoft’s licensing complexity is due to external factors, though. Various competitors have also been complaining about how unfair it is that Redmond has bundled Teams in with Office 365 rather than making customers pay for it separately, and the EU pressured Microsoft to remove it from Office suites sold in Europe.

Remember the EU forcing Microsoft to ship separate versions of Windows that didn’t include a media player, because Real Networks complained? Consumers all over the world must have rejoiced.

Rather than offer a specific version to EU customers alone, Microsoft has decided to revamp the M365 suite worldwide into “with Teams” and “without Teams” versions. What this means in practice is that if you do use Teams already, you can carry on running for the same money – for now at least – depending on how you license your M365. Details are set out here.

Some customers might welcome that they can now buy their M365 subscriptions for a few $/user less than before, if they don’t currently use Teams and especially if they do subscribe to Slack, Zoom, Webex (yes, it’s still there) etc. For anyone currently using Teams it either makes no difference, or it raises the prospect of one day having to pay a $/user fee on top of the core M365 suite, and at least on the plans for M365 Enterprise for new subscribers, that will cost them more than they’d pay today.

Currently, personal/family plans are unaffected, and “business” subscriptions for M365 are available as previously or newly-discounted without Teams. Enterprise users will need to get to grips with the idea of paying for Teams separately unless they’re existing subscribers, in which case for a while, at least they don’t need to. Easy as that.

Someone has to pay the ferryman.

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No automated wirting here. If you enjoy the process of writing and the creativity it can unleash, the last thing you’d want is to have it machine-generated. AI drafting is for boring documents which will probably only get summarized by AI at the point of consumption, so who cares if they are dry and dull? Tip of the Week remains a 100% hand-crafted endeavour. Well, apart from some of the banner images because, you know, DALL-E et al can draw some groovy stuff.

681 – AI Push Me Pull You

clip_image002As more AI hoo-hah continues to pour from the hype machine of big tech, some of the puffed-up services are starting to become more accessible. Even if it’s still badged as “preview”, Bing’s AI chat is now more widely available and further functionality will be along soon.

Stepping onto the bandwagon before it fully departs, AI technology behind Google’s Bard chatbot is being embedded into Search, as announced at Google’s I/O conference, whose theme was all about how everything is being re-engineered to embrace generative AI. El Reg has neatly summarized the keynote here if you’re interested to learn more (“We sat through the Chocolate Factory’s PR blitz so you don’t have to”).

Google announced copilot-like functionality for its cloud productivity suite while Microsoft unveiled the M365 Copilot preview that’s been running for a few months, is being extended further.

Not all is rosy in the garden of AI, however. Distinguished scientist Geoffrey Hinton, a Turing Award winner and widely-described as “Godfather of AI”, has walked out of his Googly role amid concerns that AI will become sentient and enslave or kill us all. Interestingly, Hinton did not sign the Elon Musk-backed petition to halt AI development, effectively saying that if those currently working on it were to stop, others would pick up the baton. Microsoft’s chief scientist agrees.

clip_image004Making AI pay for itself is one challenge that will need to be addressed, as the intensive computation required can be very expensive – costs of running ChatGPT are eye-watering, according to OpenAI’s boss, and reckoned by some to be in the region of $700K per day. Still, investors can’t get enough of it and OpenAI is piloting a $20/month ChatGPT Plus subscription.

The expanded M365 Copilot preview is a “paid-for” thing, and Microsoft’s Q3 earnings call did mention that Copilot will be additionally priced over and above whatever Office licenses a customer already has (though some AI related features will show up in E3/E5 licensed environments, such as the new Semantic Index which can be harnessed by Copilot but will be useful for giving more accurate search results even if Copilot is not in use).

Back in the present, there are some relatively new practical capabilities in both Bing AI and in the Edge browser’s discover feature, as discused in last week’s ToW. The Compose feature in the Sidebar lets you play with generating different types of written content, the kind of thing which will be integral to Copilot in all kinds of Office applications before long.

The Insights tab on the same Sidebar gives you more info on the page you’re currently looking at, from a summary of the key points of the page, to some background on where that site is accessed from, how likely it is to be reliable and more.

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The core Bing AI search in a browser – in case you’re itchy about using Edge or its Bing Sidebar – has some new clip_image007capabilities, especially the integration of Bing Image Creator, which is available clip_image009separately from the AI chat function.

Another one of OpenAI’s groovy tools – Dall-E – generates images based on a text description, and Bing AI chat can feed directly into that.

The image generation capability is now multi-lingual (with over 100 languages supported). It will also soon be possible to upload images to Chat, so you could ask it questions about what’s in the image.

All free for now, but someday soon, we will need to pay the ferryman or the robot overlords will wreak their revenge.

680 – Edgy emails

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The Edge browser has seen a lot of change in its life. Originally conceived as a successor to Internet Explorer, with its own modern web rendering engine and lots of additional features which are designed to complement the usage experience, like taking handwritten notes on top of a webpage or building a Reading List of pages or publications to come back to.

Later, the decision was taken to replace the browser with one based on a new core using Chromium, largely for reasons of compatibility and performance, but to carry on building new capability that would differentiate the new Edge browser from others that also use the Chromium rendering engine, including Google Chrome itself.

clip_image003Recent builds of Edge have a Sidebar which includes a load of apps and integrations – the goal being that it can help multitask on the web by sharing complementary information or functionality alongside the page the user is looking at; think a shopping widget that would compare prices of the product on the page you’re viewing, showing where else you could buy that same thing.

A recent update to the Sidebar has been the inclusion of the new Bing search, which adds some very cool relevance capabilities that would allow you to fire the current page content straight at the Bing’s AI engine to summarize, rewrite or explain the contents – selected text, or the entire page you’re visiting.

Here’s an example of a reasonably detailed blog article (from early 2021) summarized into a few key paragraphs:

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One of the more useful integrations in the Sidebar is the Outlook app (individual icons on the Sidebar can be enabled and disabled through the settings option; you can also dock other sites which will appear in the sidebar, though not necessarily with the context of the page you’re currently looking at). A recent – and somewhat controversial – change means that when you click a link from an email in desktop Outlook on a PC, it will open in Edge and the Outlook sidebar will be shown alongside, displaying the email that you clicked it from.

Once you’ve got the hang of this feature, it’s actually pretty cool – especially if the email is offering some context about what you’re supposed to be doing on that page, or if it’s a densely-packed missive full of clickbait and other nonsense:

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Why is it controversial? Well, the point is that the extra functionality is happening due to the Sidebar in Edge, so clicking a link in Outlook if you’re using a different default browser wouldn’t have the same effect. Outlook, therefore, has decided to send links to Edge even if that’s not your usual browser, to the chagrin of some netizens. Be careful with doing things that annoy some people.

If you’d prefer that Outlook and Windows respected your choice to send all your links to a specific, non-Edge, browser, then it’s fairly easy (if not exactly easily discoverable) to set that. Go to File | Options | Advanced within Outlook, and look for the Link Handling option, and change it to Default Browser. clip_image007This will mean opening the hyperlink in Chrome / Brave / Firefox / whatever, without the Sidebar doing its thing.

More change is on its way to Edge and Bing AI.

If you like Edge but would rather dispense with the Sidebar altogether, go to the “…” menu on the top right, select Settings | Sidebar and disable the Always show sidebar toggle.

You can use the same clip_image009settings UI to play with other behaviours in the various apps that are pinned to the sidebar, too.

To add or hide apps on the sidebar, just show it, right-click on something and choose Customize sidebar, or use the “Add or remove apps…” feature from the Settings | Sidebar screen.

clip_image011If you’d rather not to have the somewhat prominent Bing icon on the very top right of your Edge screen, look under the Discover section of this Settings UI, and if you flick the switch, the big blue b goes away.

674 – Here’s the (co)pilot

imageUK telly viewers in the early noughties may recall the surreal comedy show, Trigger Happy TV, with recurring characters like the aggressive squirrels or the  guy with the massive phone (and that Nokia ring tone).

It was also known for some great soundtracks, like the fantastically titled Grandaddy song “He’s Simple, He’s Dumb, He’s the Pilot(also used elsewhere). Tech news over recent weeks tells us that the pilot – or Copilot – is anything but dumb, even if it can be simple.

clip_image002For Microsoft watchers, “Copilot” is a growing set of capabilities which are being built to add OpenAI functionality to other applications. With all the hoo-hah about ChatGPT and the generative AI that is now integrated into Bing (and available for everyone who wants it, not just early adopters), it’s easy to get different strands mixed up.

GPT-3 and now GPT-4 are the core language models which could underpin any number of applications’ use of what looks like artificial intelligence. ChatGPT is one web app built to hone some of the parameters of GPT-3 and put a chatbot front end to it. The new Bing and all the other stuff announced over the last few weeks is not using ChatGPT, but they do share some of the same technology underneath. Capisce?

There have been AI features aimed at making developers’ lives easier, such as Github Copilot (available since 2021), which uses another OpenAI tool called Codex, itself built to harness GPT-3. For developers on Power Platform, there have been AI functions for years too, though some capability has been recently added.

Everyday users of Dynamics 365 and Office applications will soon get Copilot capabilities to help automate boring tasks, like “work”. Do bear in mind that announcing something and making something available – in limited preview form or generally – are different activities. Copilot for Office apps like Outlook might be a few weeks or months away for most of us, but who can’t wait for AI to automatically read and reply to all their emails?

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The future with our robot overlords never looked so appealing.

For a growing summary of Copilot announcements, see the hugely popular LinkedIn post from Jack Rowbotham.

669 – Hazelnut in every bite

imageWhat has a hazlenut in every bite? That’s right, a Topic from the British sweetie shop of yesteryear, and nothing at all to do with what’s near Tufty’s nest. Sadly discontinued last year, due to falling demand, there’s no accounting for taste.

Topics are still available today to users of Microsoft 365, as a way of curating certain scraps of knowledge that they can share with other users within the same organization. The very first version of Microsoft SharePoint (codenamed “Tahoe”) had a capability that aimed to do much the same thing – “Best Bets” were a way for an administrator to guide the search experience so that if someone ran a query for a term, rather than returning hundreds of old PowerPoint files that contain that word, it would take the searcher to a more official site.

clip_image002Viva Topics – because everything is getting Vivafied just as in the days of Tahoe, every other product had Live and/or .NET in its name – is part of a growing family of “employee experience” offerings; it’s an addon to even the top flight Office Microsoft 365 subscription, but adds AI-powered discovery as well as the means to manually curate things.

After deploying Topics and assigning licenses to the appropriate users, topic pages can be automatically created based on the documents that exist already – the Search and underlying Graph services can identify subjects that look like are active, with people contributing to them through documents, conversations and so on. Codenames or location names, for example, could be quickly identified and suggested.

A Knowledge Manager could also be assigned to create or approve new pages; individual users could be empowered to do it themselves, though that might end up in something of a mess. Best practice would be to have some kind of form or email-based request, where a user would ask for a topic page to be created and they would then own the content within.

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Discovery is pretty easy – depending on how it’s set up, if the title of a topic is mentioned on a SharePoint site, it can be automatically highlighted on a pop-up card with which will give a summary of the topic, and a link to more the main page which contains furtherinformation.

clip_image006Topic pages themselves can be full of useful info; a search for documents or other pages that the SharePoint environment behind the scenes considers to be related, as well as specifically curated sources of information, contact cards for the people who are managing the project or involved with the customer, links to docs or other websites etc.

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Within Office apps like Word or Outlook, if the user highlights a word or phrase and chooses to Search for it, a sidebar in Office will run a search online and across internal sites for that word – this is avialable to everyone, with or without Topics deployed.

If Topics has been configured and the searched for term is a topic (or is one of the topic’s synonyms, or is otherwise related), then the user will see it fairly prominently in the search results.

Now who’s for some chocolatey nuts?