Microsoft 365 Copilot data quality with semantic index and how Topics plays a role | M365Revival | Feb 2024
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The document discusses the M365 Revival 2024 conference, focusing on the importance of data quality and knowledge management in Microsoft 365 environments. Key topics include leveraging AI and the semantic index to improve search efficiency, as well as the role of Copilot for enhancing user experience. It also emphasizes the significance of well-structured metadata and topic curation for competitive advantage.
Microsoft 365 Copilot data quality with semantic index and how Topics plays a role | M365Revival | Feb 2024
- 1. M365 ReVival 2024 M365ReVival 2024 Nikki Chapple Principal Cloud Architect Microsoft MVP Copilot data quality with semantic index and how Topics plays a role @M365ReVival #M365ReVival
- 2. M365 ReVival 2024 Thanks to our sponsors
- 3. M365 ReVival 2024 Nikki Chapple Principal Cloud Architect nikkichapple @chapplenikki www.nikkichapple.com All Things M365 Compliance
- 4. M365 ReVival 2024 Nikki Chapple Viva Guardian
- 5. M365 ReVival 2024 Knowledge Management “How best to leverage organizational information and knowledge for competitive advantage” 5
- 6. M365 ReVival 2024 Agenda 6 Microsoft 365 Search and the Microsoft Graph Copilot for Microsoft 365 and the Semantic Index Topics and the knowledge graph
- 7. M365 ReVival 2024 Importance of data quality 7
- 8. M365 ReVival 2024 “Theaverage employee spendsabout anhouraday searchingor recreating informationthat alreadyexists” 8 Spiceworks/ZD survey commissioned by Microsoft, February 2021 https://aka.ms/viva/topics/spiceworks
- 9. M365 ReVival 2024 Knowledge challenges • Knowing where to search, for what, and which search results to trust is challenging Finding the right information • The way people search is often inefficient, and spread across numerous platforms or apps Traditional search methods • Using multiple tools drives context switching Loss in productivity 9
- 11. M365 ReVival 2024 Big Data - A New Era 11
- 12. M365 ReVival 2024 “Humansaregoodat creatingand machinesaregoodat classification,letthem bothworktotheir strengths.Inanycase, atthescalewenow createinformationit’s beyondhuman capability” 12 Quote from Stephen Clarke, New Zealand Chief Archivist
- 13. M365 ReVival 2024 Microsoft 365 Search and the Microsoft Graph 13
- 14. M365 ReVival 2024 Microsoft Graph 14
- 15. M365 ReVival 2024 Standard Metadata File Location Author Created Date Last updated date Last updated by File type File content Security and access permission 15
- 16. M365 ReVival 2024 Microsoft Search queries 16
- 17. M365 ReVival 2024 Microsoft Search queries – using operators 17
- 18. M365 ReVival 2024 Microsoft Search queries – Keyword Query Language author:"John Smith" filetype:docx lastmodifiedtime>=2023-05-01 AND lastmodifiedtime<=2023-09-01 ((Christie OR Chris) NEAR(n=2) Johnson) 18
- 19. M365 ReVival 2024 Improve your data quality – Use the Term store to create a Taxonomy
- 20. M365 ReVival 2024 Create managed metadata columns using the Term store 20
- 21. M365 ReVival 2024 Searching using the Managed metadata 21
- 23. M365 ReVival 2024 Generative AI 23 Artificial Intelligence Machine Learning Deep Learning Generative AI 1950s Artificial Intelligence the field of computer science that seeks to create intelligent machines that can replicate or exceed human intelligence. 1959 Machine Learning subset of AI that enables machines to learn from existing data and improve upon that data to make decisions or predictions. 2017 Deep Learning a machine learning technique in which layers of neural networks are used to process data and make decisions. 2021 Generative AI create new written, visual, and auditory content given prompts or existing data.
- 24. M365 ReVival 2024 Copilot for Microsoft 365 Microsoft Graph - Your Data - Large Language Models Microsoft 365 Apps Natural Language
- 25. M365 ReVival 2024 1 6 2 3 5 3 4 Data flow ( = all requests are encrypted via HTTPS) User prompts from Microsoft 365 Apps are sent to Copilot Copilot accesses Graph and Semantic Index for pre-processing Copilot sends modified prompt to Large Language Model (LLM) Copilot receives LLM response Copilot accesses Graph and Semantic Index for post-processing Copilot sends the response, and app command back to Microsoft 365 Apps 1 2 3 4 5 6 Microsoft 365 Trust Boundary Customer’s Microsoft 365 Tenant Semantic Index Azure OpenAI RAI Azure Open AI instance is maintained by Microsoft. Open AI has no access to the data or the model. RAI is performed on input prompt and output results Customer data is not stored or used to train the model
- 26. M365 ReVival 2024 Semantic Index for Microsoft 365 Copilot 31
- 27. M365 ReVival 2024 Semantic Index In customer tenant Semantic Index People Devices Files Events Chats & channels Notifications Tasks Groups Security Microsoft Graph
- 28. M365 ReVival 2024 What is a Semantic Index 33
- 29. M365 ReVival 2024 Interacting with the Semantic Index for Copilot 34 Microsoft 365 app SharePoint Online search Microsoft Teams
- 30. 35
- 31. M365 ReVival 2024 Search Without Semantic Index for Copilot keyword matched results & suggestions
- 32. M365 ReVival 2024 Semantic Index for Copilot for Microsoft 365 features 37 Custom dictionary Document Excerpts Understands the intent More Context Frequently Asked Questions
- 33. M365 ReVival 2024 Improve your data quality with a Prompt 38 Refine Verify
- 34. M365 ReVival 2024 Prompt examples 39 Write a summary based on all emails from Sam in the past two weeks
- 35. M365 ReVival 2024 A better prompt 40 Draft an outline of a training manual about time management. Our audience is professionals who work in a hybrid environment and constantly need to attend virtual meetings and meet deadlines. The tone of the document will be friendly and suggestive.
- 36. M365 ReVival 2024 Copilot Lab 41
- 37. M365 ReVival 2024 Improve tour data quality with Data Lifecycle Management 42 • Restrict access • Delete redundant, obsolete, or trivial (ROT) data • Access permissions • Sharing links • Naming conventions • Metadata Create Store and Use Archive Delete
- 38. Viva Topics 43
- 39. M365 ReVival 2024 Viva Topics Discovery 44
- 40. M365 ReVival 2024 Where do Topics appear? Search Email New & Pages Chats Viva Engage Answers
- 41. M365 ReVival 2024 Viva Topics card
- 42. M365 ReVival 2024 Viva Topic page
- 43. M365 ReVival 2024 Viva Topic page
- 44. M365 ReVival 2024 Viva Topic page
- 45. M365 ReVival 2024 Viva Topic page
- 46. M365 ReVival 2024 Viva Topic page
- 47. M365 ReVival 2024 AI generated Viva Topics 52 Scope to SharePoint sites & written content Connecting related Topics Connecting people with Topics
- 48. M365 ReVival 2024 Topics to other related Topics 53 Topic A Alternative names Description Related Files, Pages Related Sites Related People Related Topics
- 49. M365 ReVival 2024 Build a relationships maps Topic B Topic E Topic M Topic D Topic L Topic A Topic D Topic N Topic O Topic P Topic I Topic H Topic J Topic K Topic G Topic F
- 50. M365 ReVival 2024 Viva Topic page
- 51. M365 ReVival 2024 Improve data quality through knowledge curation Authoritative Only a group of people are given responsibility for adding and editing topics Balanced Authoritative model for “single source of truth” topics Crowdsource model for the rest Crowdsource Anyone can add and edit any topics Coordination provided by knowledge managers Empowered
- 52. M365 ReVival 2024 Improve data quality - Convert SharePoint Terms to Topics 57
- 54. M365 ReVival 2024 “Topics will ground your Copilot experience” 59
- 55. M365 ReVival 2024 60
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- 59. Summary 64
- 60. M365 ReVival 2024 Summary 65 Data Quality Taxonomy Data lifecycle management Data governance Topics Knowledge graph of people and content relationships Topic Curation Copilot Semantic index LLM Natural language prompts
- 61. M365 ReVival 2024 Better together 66 Data Quality Taxonomy Data lifecycle management Data governance Topics Knowledge graph of people and content relationships Topic Curation Copilot Semantic index LLM Natural language prompts
- 62. M365 ReVival 2024 M365ReVival 2024 Nikki Chapple Principal Cloud Architect Microsoft MVP Thanks for attending @M365ReVival #M365ReVival