Tips & Tricks

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Tips & tricks For Microsoft Excel, Power BI, SQL and more

Read a selection of tips & tricks that make using Microsoft Excel, Power BI, SQL and more way easier!

We’ve got loads of handy user guides for Microsoft Excel, Power BI, SQL, SharePoint and more that’ll make your life way easier. Want to learn how to get the best out of your Microsoft 365 and Microsoft Power Platform applications in your organisation? Contact us today about training courses for business.

Articles
  • Mastering Copilot Prompts
    Tips & Tricks

    Mastering Copilot Prompts: A Beginner's Guide to Getting Accurate and Useful Results

    The article explains what a Copilot prompt is and why clarity and specificity dramatically improve results. It shows how adding audience, tone, length, and format turns vague requests into accurate outputs, contrasting weak vs. strong prompts. It lists common mistakes - being vague, bundling too many tasks, omitting context or target audience, and failing to critically review AI output. It emphasises prompting as a valuable workplace skill; beginners should start small, reuse and adapt prompts, and remember AI can err, so human judgment remains essential.

  • generate_images_copilot_visual_Creater
    Tips & Tricks

    Working Around Content Filters: How to Generate Compliant Images with Copilot Image Creator

    This blog explains how to use Microsoft Copilot Image Creator (via Designer) and why content filters exist to enforce legal, ethical, and safety standards. It offers practical, compliant prompting strategies - describe rather than name trademarks, aim for style over identity, iterate, be specific yet flexible, and avoid prohibited topics - to get high-quality results. It also outlines key limitations (precision, quotas, inconsistent outputs, creativity and text-rendering constraints) and reminds users to consider IP and commercial-use guidelines.

  • How to Control Copilot's Writing Style:
    Tips & Tricks

    How to Control Copilot's Writing Style: Getting the Tone and Format You Need

    Copilot boosts productivity but can sound generic unless guided with precise, role-based instructions. Use the four pillars - Who (persona/audience), What (context and examples), How (nuanced tone), and Where (explicit structure) - to shape brand-aligned outputs. Iterate with targeted rewrite requests and reusable style guides to scale consistent, professional communication.

  • How to Fix Common Issues Preventing Copilot Access in M365 Apps
    Tips & Tricks

    Troubleshooting Guide: How to Fix Common Issues Preventing Copilot Access in M365 Apps

    Copilot missing, greyed out or giving vague answers in Word, Excel or Outlook? Work through the account, plan, update and settings checks in the order that fixes most problems fastest, with real Microsoft 365 screenshots taken in November 2026.

  • Automating Teams Meeting Summaries Copilot
    Tips & Tricks

    Step-by-Step Guide: Automating Teams Meeting Summaries with Copilot

    The article explains how Microsoft Copilot in Teams can speed up meeting summaries by generating recaps, action items, and tailored summaries, though full automation isn’t available yet. It outlines a practical workflow: enable Copilot and transcription, use Meeting Recap, prompt Copilot for custom outputs, then refine and format results, optionally nudging yourself with Power Automate. Best practices recommend enabling transcription by default, keeping meetings focused with clear titles/agendas, reviewing outputs before sharing, and noting that Future Savvy offers training to maximise Copilot’s value.

  • Copilot vs. ChatGPT vs. Gemini
    Tips & Tricks

    Copilot vs. ChatGPT vs. Gemini: How to Choose the Right AI Assistant for Your Task

    We gave Microsoft Copilot and ChatGPT the same real business prompt and compared the results side by side, then compared all three assistants, including Gemini, on where they work, whether they can use your files and who manages them.

  • Understanding and Managing Context Windows: How to Keep Your Copilot Conversations Focused?
    Tips & Tricks

    Understanding and Managing Context Windows: How to Keep Your Copilot Conversations Focused?

    The article explains that Copilot context windows are the LLM’s finite, token-based “working memory,” and distinguishes this from grounding- Microsoft 365’s RAG process that searches the Microsoft Graph, retrieves relevant snippets, and injects them into the window to answer your prompt. It shows how a fixed token budget is split across system instructions, chat history, your prompt, and the response, causing truncation and behaviours like file caps (~20 files), chunking, and “lost-in-the-middle” effects. Finally, it outlines limits and a 7-step playbook to keep Copilot conversations focused and accurate.

  • Microsfot Copilot
    Tips & Tricks

    Microsoft 365 Copilot deployment: a practical UK team-adoption plan

    Microsoft 365 Copilot can super-charge Word, Excel, Outlook, PowerPoint, and Teams, but IT managers must align licensing, data governance, and clear business goals before launch. In this article, we discuss how engaging stakeholders early, piloting with a small cross-functional group, and phasing the rollout lets teams refine guidance and measure real productivity gains. Role-specific, hands-on training - prompt-engineering tips, quick-start resources, and “Copilot champions” - converts into confident daily use while resolving emerging user challenges.

  • Microsoft Copilot Excel
    Tips & Tricks

    From Zero to Hero: Practical Ways to Boost Productivity with Copilot in Excel

    Microsoft Copilot for Excel, a generative-AI assistant built into Microsoft 365, turns natural-language prompts into instant formulas, pivots, charts, and summaries - eliminating much of Excel’s manual grunt work. After enabling Copilot in a cloud-saved workbook, users simply describe tasks like highlighting duplicates, cleaning data, generating complex formulas, or visualising trends, and Copilot does the heavy lifting while explaining its logic. The article also offers step-by-step setup guidance and a list of ready-made prompts to help users go from “zero to hero” in productivity.

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