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Is Microsoft 365 Copilot guide still accessible upon its warm-up?

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Important Notice about Microsoft 365 Copilot GuideWill Microsoft 365 Copilot guide be accessible upon its release? Actually, Microsoft 365 Copilot is currently in preview, and the general availability (GA) release is expected by May 2023. This means that the add-on may not be available until the GA release. Thus, As the official blog post quote indicates, we are presently awaiting an official announcement.

Once Microsoft 365 Copilot is released, you should be able to access any of the following guides or documentation related to it. However, it’s important to note that access to Microsoft 365 Copilot itself may be limited to certain users or organisations.”

Introduction:

Microsoft 365 Copilot is an AI-powered feature in Microsoft’s cloud-based productivity suite, Microsoft 365. It’s designed to help users save time and increase efficiency by providing contextual recommendations and suggestions as they work.

This document will show you how to use Microsoft 365 Copilot.

Step 1: Enable Microsoft 365 Copilot

To use Microsoft 365 Copilot, you first need to enable the feature. Here’s how to do it:

  1. Open your Microsoft 365 (Office) app or webpage and sign-in to your account.
  2. Click on the “Settings” gear icon in the top right corner of the page.
  3. Select “Services & add-ins” from the drop-down menu.
  4. Click on “Microsoft 365 Copilot” under the “Add-ins” tab.
  5. Toggle the switch to “On” to enable Microsoft 365 Copilot.

Step 2: Use Microsoft 365 Copilot

Once you’ve enabled Microsoft 365 Copilot, you can start using it to help you with your work. This AI-powered feature provides users with suggestions and recommendations as they work in Microsoft 365 apps such as Word, Excel, PowerPoint, and Outlook. You can use Microsoft Copilot in the following situations:

  • Writing documents: Microsoft Copilot can suggest grammar, spelling, style, and formatting as you write in Word, helping you create polished and professional documents.
  • Analyzing data: In Excel, Microsoft Copilot can analyze your data and provide suggestions for formulas and charts to help you visualize your data and gain insights.
  • Creating presentations: In PowerPoint, Microsoft Copilot can suggest slide layouts, design elements, and content to help you create engaging and effective presentations.
  • Composing emails: In Outlook, Microsoft Copilot can provide suggestions for email content and formatting to help you communicate more effectively and professionally.
  • Collaborating with teams: In Teams, Microsoft Copilot can provide suggestions for chat messages, helping you communicate clearly and efficiently with your team members.

Microsoft 365 Copilot guide be accessible for Microsoft apps upon its release?

By using its suggestions and recommendations, you can create high-quality work and communicate effectively. Here is how to use Copilot in Microsoft 365 Apps:

Microsoft 365 Copilot in Word:

Here are the steps to use Microsoft 365 Copilot in word:

  1. Open Microsoft Word on your computer and create a new document or open an existing one.
  2. Start typing in the document. As you type, Microsoft 365 Copilot will analyze the content and context of your writing to provide suggestions and recommendations.
  3. Look for the blue underlined text or dotted line that appears under words or phrases as you type. These are indicators that Microsoft 365 Copilot has a suggestion to offer.
  4. To see a suggestion, click on the underlined text or dotted line. A suggestion box will appear that contains one or more possible options.
  5. If you want to accept a suggestion, click on it, and it will replace the underlined text in your document.
  6. If you don’t want to accept a suggestion, simply keep typing, and the suggestion box will disappear.
  7. You can also access additional options and settings for Microsoft 365 Copilot by clicking on the “Review” tab in the Word ribbon,
  8. Then, select “Microsoft 365 Copilot” from the “Editor” section. This will open a menu where you can turn on or off specific suggestions, like grammar, style, or formatting.

Microsoft 365 Copilot in Excel:

Here are the steps to use Microsoft 365 Copilot in Excel:

  1. Open Microsoft Excel on your computer and create a new workbook or open an existing one.
  2. Start typing or entering data in a cell. As you type, Microsoft 365 Copilot will analyze the content and context of your data to provide suggestions and recommendations.
  3. Look for the green triangle in the top-left corner of a cell with a suggestion. Click on the triangle to see the suggestion.
  4. If you want to accept a suggestion, click on it, and it will replace the data in your cell.
  5. If you don’t want to accept a suggestion, simply keep typing, and the suggestion box will disappear.
  6. You can also access additional options and settings for Microsoft 365 Copilot by clicking on the “Review” tab in the Excel ribbon and then selecting “Microsoft 365 Copilot” from the “Editor” section. This will open a menu where you can turn on or off specific suggestions, like grammar, style, or formatting.

In addition to providing suggestions for data access, Microsoft 365 Copilot can also help with data analysis by providing insights and recommendations based on the data in your worksheet. To access these features:

  1. Select the data you want to analyze.
  2. Click on the “Insert” tab in the Excel ribbon and select the type of chart or graph you want to create.
  3. Click on the “Design” tab in the ribbon to see chart design options, including chart styles, layouts, and formatting.
  4. Click the “Chart Elements” button to add or remove chart elements like data labels, titles, and legends.
  5. To get data analysis insights, click on the “Analyze” tab in the Excel ribbon, then select “Insights” or “Ideas.” Microsoft 365 Copilot will analyze your data and provide recommendations for charts, tables, and other visualizations that can help you understand your data better.

By using its suggestions and recommendations, you can create more accurate and effective spreadsheets.

Microsoft 365 Copilot in Outlook:

Here are the steps to use Microsoft 365 Copilot in Outlook:

  1. Open Microsoft Outlook on your system.
  2. Create a new email message or reply to an existing message.
  3. Start typing your message. As you type, Microsoft 365 Copilot will analyze the content and context of your writing to provide suggestions and recommendations.
  4. Look for the blue underlined text or dotted line that appears under words or phrases as you type. These are indicators that Microsoft 365 Copilot has a suggestion to offer.
  5. To see a suggestion, right-click on the underlined text or dotted line. A suggestion box will appear that contains one or more possible options.
  6. If you want to accept a suggestion, click on it, and it will replace the underlined text in your message.
  7. If you don’t want to accept a suggestion, simply keep typing, and the suggestion box will disappear.
  8. You can also access additional options and settings for Microsoft 365 Copilot by clicking on the “Review” tab in the Outlook ribbon.
  9. And then, select “Microsoft 365 Copilot” from the “Editor” section. This will open a menu where you can turn on or off specific suggestions, like grammar, style, or formatting.

In addition to providing suggestions for email messages, Microsoft 365 Copilot can also help with calendar management by providing insights and recommendations based on your schedule and habits. To access these features:

  1. Open the Outlook calendar.
  2. Create a new appointment or meeting, or select an existing one.
  3. Click on the “Scheduling Assistant” button in the ribbon. Microsoft 365 Copilot will analyze your schedule and suggest the best time and location for the appointment or meeting.
  4. You can also click on the “Find a Time” button in the ribbon to see a list of available times for all attendees.

Microsoft 365 Copilot in PowerPoint:

Here are the steps to use Microsoft 365 Copilot in PowerPoint:

  1. Open Microsoft PowerPoint on your computer.
  2. Create a new presentation or open an existing one.
  3. Start creating your slides. As you add content, Microsoft 365 Copilot will analyze the content and context of your presentation to provide suggestions and recommendations.
  4. Look for the green circle in the bottom-right corner of a slide with a suggestion. Click on the circle to see the suggestion.
  5. If you want to accept a suggestion, click on it, and it will replace the content on your slide.
  6. If you don’t want to accept a suggestion, ignore it, and the suggestion box will disappear.
  7. You can also access additional options and settings for Microsoft 365 Copilot by clicking on the “Review” tab in the PowerPoint ribbon,
  8. Now, choose “Microsoft 365 Copilot” from the “Editor” section. This will open a menu where you can turn on or off specific suggestions, like grammar, style, or formatting.

Also, Microsoft 365 Copilot can help with design and layout by providing insights and recommendations based on the visual elements of your presentation. To access these features:

  1. Click on the “Design” tab in the PowerPoint ribbon.
  2. Scroll through the available design templates and themes. Microsoft 365 Copilot may suggest specific options based on the content and style of your presentation.
  3. Click on the “Design Ideas” button in the ribbon to see additional design options and layouts.

Microsoft 365 Copilot will analyze the content and layout of your slide and suggest design elements that can enhance your presentation’s visual appeal and impact.

Microsoft 365 Copilot in Teams;

Here are the steps to use Copilot in Teams:

  1. Open Microsoft Teams on your computer or mobile device.
  2. Start a new conversation in a team or channel or reply to an existing conversation.
  3. Start typing your message. As you type, Microsoft 365 Copilot will analyze the content and context of your writing to provide suggestions and recommendations.
  4. Look for the blue underlined text or dotted line that appears under words or phrases as you type. These are indicators that Microsoft 365 Copilot has a suggestion to offer.
  5. To see a suggestion, right-click on the underlined text or dotted line. A suggestion box will appear that contains one or more possible options.
  6. If you want to accept a suggestion, click on it, and it will replace the underlined text in your message.
  7. If you don’t want to accept a suggestion, simply keep typing, and the suggestion box will disappear.
  8. You can also access additional options and settings for Microsoft 365 Copilot in Teams by clicking on the three-dot menu next to the message box and selecting “Microsoft 365 Copilot” from the dropdown menu.
  9. This will open a menu where you can choose to turn on or off specific types of suggestions, like grammar, style, or formatting.

This is useful for improving the clarity and effectiveness of your messages in Teams. By using its suggestions and recommendations, you can create more polished and professional communications.

Microsoft 365 Copilot in Business Chat

Microsoft 365 integration in Business Chat enables you to access relevant documents, emails, and calendar events to assist with your question or request. You can use natural language in your message, and the system will analyze your query and provide relevant information.

Microsoft 365 Copilot in Business Chat

  1. You can use the search bar in the Business Chat window to access relevant documents or emails. Type in a keyword or phrase related to your query, and the system will provide relevant information.
  2. If you have a scheduled meeting related to your question or request, you can use the “Meetings” tab in the Business Chat window to view your upcoming meetings and access relevant information.
  3. You can also use the “Files” tab in the Business Chat window to access relevant documents related to your query or request.

Microsoft 365 Copilot guide for Business meeting

AI Assistant – New Way of Working

The impact of next-generation AI will be experienced in three discernible ways: it will unleash creativity, enhance productivity, and elevate skillsets.

Enabling Copilot is a simple process that can help users with various tasks in Office applications. From completing sentences and formatting text to creating tables, charts, and presentations, Copilot provides a wide range of suggestions to enhance productivity. By exploring the different options and taking full advantage of Copilot’s capabilities, users can streamline their workflow and achieve greater efficiency when working with Office applications.

Hariom Jindal

Hello, I’m Hariom Jindal, a seasoned IT professional with over 21 years of experience in the industry. I am currently working as a Principal Consultant at TECHOM Systems, a leading provider of Microsoft Modern Workplace solutions in Melbourne, Australia.

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