Name: 我最喜歡的 Microsoft Copilot TIPS：Outlook、Excel 和 Copilot 聊天工具 (My Favorite Microsoft Copilot TIPS for Outlook, Excel & Copilot Chat)
Uploaded: 2025-09-11T04:15:02.000Z
Duration: 10 min 11 s

Today I'm going to share with you three co-pilot tips.

今天，我將與大家分享三個副駕駛技巧。

One in chat, one in excel, and one in Outlook to help you become a Microsoft 365 co-pilot expert.

一個用於哈拉，一個用於 excel，還有一個用於 Outlook，幫助您成為 Microsoft 365 副駕駛專家。

My name is Shervin Shafi and I'm a co-pilot principal engineer at Microsoft.

我叫謝爾文-沙菲（Shervin Shafi），是微軟公司的副駕駛首席工程師。

Just a quick thank you to all the channel members.

So the first tip is in Microsoft 365 co-pilot chat and so right now you're seeing the application that I have up which basically in your Windows desktop you can see this M365 co-pilot app.

第一個小竅門是在 Microsoft 365 協同駕駛哈拉中，所以現在你看到的是我的應用程序，基本上在 Windows 桌面上，你可以看到這個 M365 協同駕駛應用程序。

Now if you don't have the app you can also go to your favorite web browser and just type in m365copilot.com and that'll ask you to log in and it'll give you the same interface as the application.

如果沒有應用程序，也可以使用自己喜歡的網頁瀏覽器，輸入 m365copilot.com，然後登錄，就會看到與應用程序相同的界面。

So there's different ways of accessing it.

What I want to show you is that on the top right hand side you have these three dots.

我想給你看的是，在右上角有三個點。

When you click that you can go to settings.

Now here under personalization this is something that a lot of people haven't spent time to configure.

現在，在 "個性化 "選項下，很多人都沒有花時間進行配置。

There's one on custom instructions that you can give co-pilot and then there's also co-pilot memory.

您可以給副駕駛提供自定義指令，還有副駕駛記憶。

Now I want to focus on this custom instructions.

現在，我想重點談談自定義說明。

Basically if you select that you'll see that it says here look feel free to include details about your interest preferences goals or any other specific context that you would like co-pilot to deliver.

基本上，如果你選擇了這個選項，你就會看到這裡寫著，"請隨意加入有關你的興趣偏好目標的詳細信息，或者你希望副駕駛提供的任何其他具體內容。

So you basically have to fill this section out and then you have to turn on this toggle so that it's active.

是以，你基本上必須填寫這部分內容，然後打開這個切換開關，使其處於激活狀態。

Now I'm going to do an experiment before my custom instructions and after and we'll the differences.

現在，我要做一個實驗，看看我的自定義說明之前和之後有什麼不同。

So here if I type in a prompt like tell me more about what GPT-5 benefits are in co-pilot.

是以，如果我在這裡輸入一個提示，比如告訴我更多關於副駕駛中 GPT-5 的好處是什麼。

So here it's telling me what GPT-5 brings to co-pilot.

在這裡，它告訴我 GPT-5 為副駕駛帶來了什麼。

GPT-5 is OpenAI's most advanced generative AI.

GPT-5 是 OpenAI 最先進的生成式人工智能。

If we go back to settings and we go to custom instructions and I say look every time you respond do so as a cheery poem.

如果我們回到設置，然後進入自定義說明，我就會說，你每次回覆時都要寫一首歡快的詩。

You can give it a lot of different instructions.

You can tell it to be concise, be very detailed, explain it as a fifth grader.

你可以說得簡明扼要，非常詳細，像五年級學生一樣解釋。

Whatever you want it to do instead of having to say it every single time this is where you can set those custom instructions so that it follows it for you.

無論你想讓它做什麼，而不是每次都說出來，你都可以在這裡設置自定義指令，讓它為你執行。

Now I'm going to go ahead and turn this toggle on.

現在，我要繼續打開這個切換開關。

Now with that let's X out of here and start a new chat.

現在，讓我們離開這裡，開始新的哈拉。

Actually I'm just going to go ahead and copy this and I'm going to go ahead and click new chat and I'm just going to go ahead and paste that in.

實際上，我只是想繼續複製這段話，然後點擊 "新建哈拉"，再把這段話粘貼進去。

現在，讓我們看看它能做什麼。

It says oh Shervin gather around let's take a ride through GPT-5's copilot stride with insights fresh and features grand here's what's new across the land.

它說，哦，謝爾文，圍攏過來，讓我們通過 GPT-5 的副駕駛大步走，看看這裡有什麼新鮮事。

So you can see that it basically took my instructions and now from this point on every time it's going to respond to me it's going to do it in a cheery poem fashion.

所以你可以看到，它基本上接受了我的訓示，從現在開始，它每次回覆我時都會用歡快的詩歌方式。

Again you can change these custom instructions to anything that you want.

同樣，您也可以將這些自定義指令修改為任何您想要的內容。

You can always go ahead and go back into settings and type it in.

Again just don't forget to put in slide this over so that it's actually using the custom instructions.

同樣，別忘了把這個滑過去，這樣它實際上就使用了自定義說明。

是以，下一個副駕駛提示是 Excel。

So we're going to fire up Excel and then we're going to select create a new blank workbook over here.

是以，我們要啟動 Excel，然後選擇創建一個新的空白工作簿。

And once that fires up I want to show you this new copilot function that exists inside Excel.

一旦啟動，我就會向你展示 Excel 中新的副駕駛功能。

So go ahead and go to any cell inside Excel and I'm going to type in equals to bring up the different functions and I'm going to start typing in copilot.

是以，請進入 Excel 中的任意單元格，輸入等號以顯示不同的函數，然後開始輸入 copilot。

You'll see that now this fx copilot comes up this new copilot function and now to use it I'm going to provide an example here.

你會看到，現在這個 fx 副駕駛會出現這個新的副駕駛功能，為了使用它，我將在這裡提供一個示例。

So let's say I'm going to put in this parentheses sign and then put quotations and say list all the ingredients for this food.

所以，比方說，我要加上這個括號符號，然後加上引號，說列出這種食物的所有配料。

Close the quotation mark and then put a comma and say that I want the food item to be in cell h2 and then close the parentheses and then hit enter.

關閉引號，然後加上逗號，並說我要將食品放在 h2 單元格中，然後關閉括號，然後點擊回車鍵。

So basically anytime now you go to h2 and you give it a food like a burger for example it'll give you the ingredients that it believes are necessary to create a burger.

是以，基本上只要你進入 h2，並給它提供一種食物，比如漢堡，它就會給你提供它認為製作漢堡所需的配料。

So you can see here we have bun, beef patty, lettuce, tomato, all that kind of stuff.

所以，你可以看到這裡有麵包、牛肉餅、生菜、番茄，諸如此類的東西。

Now if I change h2 to chicken soup it'll change the ingredients to what it thinks you need to have to be able to make chicken soup.

現在，如果我將 h2 改為雞湯，它就會將配料改為它認為你需要具備的雞湯配料。

But basically we put in this copilot function here as listing all the ingredients and it references h2 but you can change this to whatever you want it to be.

但基本上，我們在這裡加入了這個副駕駛功能，列出了所有成分，它引用了 h2，但你可以把它改成任何你想要的樣子。

It doesn't have to be listing the ingredients for a food item that was just an example.

不一定要列出食品的配料，這只是一個例子。

Let's say we switch this up to list all the major cities in this country and then we switch the country to China for example and then here it's giving us all the major cities inside China or if we switch it up to France then it'll give us all the major cities inside France.

比方說，我們將其切換為列出這個國家的所有主要城市，然後我們將國家切換為中國，這裡就會列出中國的所有主要城市，或者如果我們將其切換為法國，就會列出法國的所有主要城市。

So very very cool new addition to Microsoft Excel.

Now the final tip that I have for you is inside Outlook and so what we're going to do is basically just open up Outlook and once that's open we have to go to the settings which in this case it's on the top right hand side right here this wheel icon and we're going to select settings and then notice that on the bottom left hand side there's a copilot menu item so we're going to go ahead and select that.

最後一個小竅門是在 Outlook 中，我們要做的基本上就是打開 Outlook，一旦打開，我們就必須進入設置，在這種情況下，設置就在右上角，這裡有一個滾輪圖標，我們要選擇設置，然後注意左下角有一個副駕駛菜單項，所以我們要繼續選擇它。

Now with that selected there are three different items here there's preferences prioritize and draft instructions.

選定後，這裡有三個不同的項目，分別是優先選擇和起草說明。

These are all very good options to tweak for yourself but I'm going to focus on prioritize because I think this is a really cool feature.

這些都是很好的選項，你可以自行調整，但我要重點說說優先級，因為我認為這是一個非常酷的功能。

So here basically you can say look let copilot prioritize my email so you got to switch this toggle on and you can also select AI generated summaries and apply a low priority label if you want it to but what we're going to do here is we're going to go into this customize section and in this section we have two different items we have higher priority and lower priority so with higher priority selected you can give it some instructions of what you would consider to be again similar to rules but using natural language and I think a lot more powerful.

所以在這裡，基本上你可以說，讓 copilot 為我的郵件設置優先級，所以你必須打開這個切換開關，你也可以選擇人工智能生成的摘要，如果你想的話，還可以應用低優先級標籤，但我們要做的是，我們要進入這個自定義部分，在這一部分，我們有兩個不同的項目，我們有更高的優先級和更低的優先級，所以選擇了更高的優先級，你就可以給它一些指令，你會認為是什麼，再次類似於規則，但使用自然語言，我認為更強大。

So here very simply I'm going to say look anytime I get an email from Maud any emails from Maud these are high priority so I'm going to select add and so now it says any emails from Maud and then lower priorities any emails from Albert okay anyone named Albert.

所以在這裡，我要非常簡單地說，只要我收到來自莫德的郵件，這些郵件都是高優先級的，所以我要選擇添加，現在它顯示的是來自莫德的任何郵件，然後是低優先級的來自艾伯特的任何郵件，好吧，任何叫艾伯特的人都是低優先級的。

So very simple example you can see any emails from Albert any emails from Maud for higher and lower and again you can customize it not just by people's names but also by project names or different events so with that we're going to go ahead and click save I'm going to x out of here.

是以，非常簡單的例子是，你可以看到來自艾伯特的任何郵件，以及來自莫德的任何郵件，包括上級和下級的郵件，而且你不僅可以根據人名進行自定義，還可以根據項目名稱或不同事件進行自定義。

Now here as a test you'll see that there's these two different emails sent one by Albert and one by Maud and if you recall Maud is high priority which is what this arrow is and Albert is actually low priority.

現在，作為測試，你會看到有兩封不同的郵件，一封是艾伯特發送的，一封是莫德發送的，如果你還記得，莫德是高優先級，這個箭頭就是高優先級，而艾伯特實際上是低優先級。

Now when we select the one by Maud it'll say right here higher priority and if we select Albert it'll actually say low priority it's based on the way we've defined it and by the way if you like these arrows like the one for the up arrow we actually can go back to settings and go to co-pilot and prioritize and there's a section here says apply low priority label which we didn't have selected so if we select that and click save now even for the low priority item the Albert Einstein you'll see that the arrow got added so there's the down arrow there's the up arrow based on the co-pilot prioritization that we selected.

順便說一下，如果你喜歡這些箭頭，比如向上的箭頭，我們可以返回到設置，然後轉到共同試點和優先級。這裡有一個部分寫著應用低優先級標籤，而我們沒有選擇該標籤，所以如果我們選擇該標籤並點擊保存，現在即使是低優先級項目 "阿爾伯特-愛因斯坦"，你也會看到添加了箭頭，所以這裡有向下的箭頭，這裡有向上的箭頭，這都是基於我們選擇的副駕駛優先級。

One other thing I'll just show you is that you can sort by using this up and down arrow here so we've sorted by date but we can sort by priority so if we sort by priority now the higher priority items show up first and the lower priorities will be below and it even says high priority low priority for you over here and over here.

還有一件事我要告訴你，你可以使用這個上下箭頭進行排序，所以我們已經按日期排序了，但我們還可以按優先級排序，所以如果我們現在按優先級排序，優先級較高的項目會顯示在前面，優先級較低的項目會顯示在下面，它甚至會在這裡和這裡為你顯示高優先級低優先級。

I hope you found this video useful and if you did please give it a like and consider subscribing.

希望您覺得這段視頻有用，如果您覺得有用，請點贊並考慮訂閱。

Drop your questions in the comments and I'll catch you on the next one.

請在評論中提出您的問題，我將在下期節目中回答您的問題。