AB-730: Cheatsheet
The Perfect Prompt (GCSE)
- Goal — What to do
- Context — Why it's needed
- Source — What data to use
- Expectation — Style/Length/Tone
M365 App Shortcuts
| App | Key Value |
|---|---|
| Word | Rewrite tone, Visualize as table |
| Excel | Data must be in a Table first |
| PPT | Create from Word doc |
| Outlook | Summary by Copilot (threads) |
| Teams | Meeting Catch Up / Recap |
Responsible AI (R.A.P)
- Review — Always verify AI output
- Accuracy — Check for fabrications
- Privacy — No training on business data
Quick Decision Rules
AI seems wrong? → Hallucination. Check citations.
Need specific company data? → Grounding (Graph). Use / to link files.
Need to collaborate on AI output? → Copilot Pages (Canvas).
Need to reuse high-quality prompts? → Copilot Lab (save, share, schedule).
Need special business logic? → Custom Agent (Copilot Studio).
Need an existing AI tool? → Agent Store (third-party agents).
Need long-form prompt editing? → Copilot Notebook.
File not appearing in results? → DLP policy or Sensitivity Label blocking it.
Agent Quick Reference
| Need | Use |
|---|---|
| Pre-built third-party agent | Agent Store |
| Role-based starting point | Template |
| Custom data grounding | Knowledge Sources (SharePoint/OneDrive) |
| Control behavior/tone | Instructions in Copilot Studio |
| Help users get started | Suggested Prompts |
Terminology Check
- Microsoft Graph: The "brain" connecting your files/emails to AI.
- Semantic Index: Meaning-based search over your data (not just keywords).
- Grounding: Providing context to keep the AI accurate.
- Fabrication: Confidence in a lie (Hallucination).
- Tenant: Your private organization boundary in Azure/M365.
- DLP: Data Loss Prevention — blocks sensitive files from AI results.
- Sensitivity Labels: Classification tags (e.g., "Confidential") that restrict access.
- Copilot Notebook: Long-form, persistent workspace for prompt refinement.