Microsoft 365 Copilot

Effective Copilot Prompting

Learn to write prompts with goal, context, source and output expectations and compare the responses and record the stronger prompt in this beginner-friendly Microsoft 365 lesson.

Learning outcomes

  • Explain how to write prompts with goal, context, source and output expectations.
  • Complete the guided practice safely.
  • Check that you can compare the responses and record the stronger prompt.

Step-by-step instructions

  1. Open Microsoft 365 Copilot Chat or Copilot in the named app and confirm you are using the intended account.
  2. Improve a vague prompt through two focused revisions.
  3. Pause and check permissions, filenames, recipients, dates or settings that affect the task.
  4. Test the result: compare the responses and record the stronger prompt.
  5. Review the response for accuracy, permissions, privacy and tone before using or sharing it.
Ian's practical tip: Use sample information first. Once the workflow is correct, repeat it with approved work information and the minimum necessary access.

Practical activity

Improve a vague prompt through two focused revisions. Your expected result is to compare the responses and record the stronger prompt.

Good-practice checklist