How To Enable Microsoft Copilot for Microsoft 365

Jarrod Koch

CEO and Partner of DivergeIT

April 4, 2024

In today's fast-paced digital landscape, productivity is paramount for businesses and individuals. With the advent of advanced technologies like artificial intelligence (AI), the way we work has evolved dramatically. Microsoft, a pioneer in productivity solutions, has introduced Microsoft Copilot, an innovative tool designed to enhance collaboration and streamline workflows within the Microsoft 365 ecosystem.

In this comprehensive guide, we will delve into what Microsoft Copilot is and provide step-by-step instructions on how to enable Microsoft Copilot for Microsoft 365 users.

Understanding Microsoft Copilot

Microsoft Copilot is an AI-powered productivity tool that utilizes large language models to assist users in various tasks within the Microsoft 365 suite of applications. It acts as a virtual assistant, generating suggestions, providing insights, and automating repetitive tasks to boost efficiency and productivity.

By leveraging natural language processing and machine learning capabilities, Copilot analyzes context and user behavior to offer personalized recommendations tailored to individual needs.

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Types of Microsoft Copilot

There are multiple "types" of Copilot available, each catering to specific use cases and scenarios:

  • Copilot for Microsoft 365: Designed to integrate seamlessly with Microsoft 365 apps and services, providing real-time assistance and enhancing collaboration.
  • Copilot Pro: A premium version offering advanced features and functionalities for enterprise users, including enhanced security and privacy controls.
  • Copilot in teams: Specifically tailored for Microsoft Teams, enabling smoother communication and collaboration among team members.

Enabling Microsoft Copilot in Windows 10

To enable Microsoft Copilot in Windows 10, follow these simple steps:

  1. Ensure that your Windows 10 device is connected to the internet.
  2. Open the Microsoft 365 app or navigate the Microsoft Copilot page in the Microsoft 365 admin center.
  3. Locate the Copilot icon and click on it to access the Copilot settings.
  4. Toggle the switch to enable Copilot for your Microsoft 365 subscription.

Once enabled, users can access Microsoft Copilot within compatible Microsoft 365 applications such as Word, PowerPoint, and Outlook.

Enabling Microsoft Copilot on Windows 11

Enabling Microsoft Copilot on Windows 11 is a similar process:

  1. Navigate to the Settings menu on your Windows 11 device.
  2. Select "Apps" and then choose "Microsoft Copilot" from the list of installed apps.
  3. Click on "enable" to activate Copilot for your Windows 11 device.

Once enabled, users can enjoy the benefits of Microsoft Copilot across various Windows 11 applications and services.

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Installing and setting up Windows Copilot for Microsoft 365

Now that you've enabled Microsoft Copilot, it's time to install and set it up for Microsoft 365. Follow these step-by-step instructions:

  1. Access the Microsoft Copilot page: Log in to your Microsoft 365 account and navigate to the Copilot page in the Microsoft 365 admin center.
  2. Assign licenses: Assign Microsoft 365 licenses to users using Copilot. This ensures that they have access to the tool and its features.
  3. Integrate with Microsoft 365 apps: Copilot seamlessly integrates with various Microsoft 365 apps and services, including Word, PowerPoint, Excel, and Teams. Ensure that these apps are up to date and properly configured for optimal Copilot functionality.
  4. Deploy Copilot: Deploy Copilot across your organization using Microsoft Endpoint Manager or PowerShell scripts for efficient management and control.
  5. Enable users: Enable individual users for Microsoft Copilot by granting them access through the Microsoft 365 admin center or via PowerShell commands.
  6. Provide training and support: Offer training resources and support materials to help users familiarize themselves with Copilot's features and capabilities. Encourage them to explore and experiment with the tool to maximize its potential.

By following these steps, you can seamlessly integrate Microsoft Copilot into your organization's workflow, empowering users to work smarter and more efficiently.

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Assign Copilot for Microsoft 365 licenses with ease

Assigning licenses for Microsoft 365 Copilot is a crucial step in ensuring that users have access to this powerful productivity tool. Here's how you can assign licenses effectively:

  • Access the Microsoft 365 admin center: Log in to the Microsoft 365 admin center using your administrator credentials.
  • Navigate to the licenses page: Select "Billing" > "Licenses" to access the Licenses page.
  • Assign licenses to user accounts: From the list of available licenses, select the Microsoft 365 Copilot license and assign it to the desired user accounts.
  • Monitor usage: Use the usage report in the Microsoft 365 admin center to track Copilot usage and identify opportunities for further optimization and training.

By assigning licenses strategically and monitoring usage effectively, you can ensure that Microsoft 365 Copilot is utilized to its fullest potential within your organization.

Why should you use Copilot for Microsoft 365 apps?

In the ever-evolving landscape of productivity tools, Microsoft Copilot stands out as a revolutionary addition to the Microsoft 365 suite of applications. Here's why you should consider incorporating Copilot into your workflow:

Enhanced productivity

Copilot leverages advanced AI technologies for real-time assistance and suggestions within Microsoft 365 apps. Whether you're drafting an email in Outlook, creating a presentation in PowerPoint, or collaborating on a document in Word, Copilot helps streamline your tasks and boost productivity.

Intelligent insights

With Copilot, you gain access to intelligent insights and recommendations tailored to your specific needs. From suggesting relevant content to providing grammar and style suggestions, Copilot helps you create polished documents and presentations with ease.

Seamless integration

Copilot seamlessly integrates with popular Microsoft 365 apps such as Word, PowerPoint, Excel, and Teams, allowing you to access its features without disrupting your workflow. Whether you're working on a desktop or mobile device, Copilot is readily available to assist you every step of the way.

Collaborative capabilities

Copilot enhances collaboration by facilitating real-time co-authoring and editing within Microsoft 365 apps. Whether you're working with colleagues on the same document or sharing feedback in a Teams meeting, Copilot ensures smooth collaboration and communication.

Personalized assistance

Copilot learns from your usage patterns and preferences to provide personalized assistance tailored to your unique workflow. Whether you're a seasoned professional or a novice user, Copilot adapts to your needs and helps you work more efficiently.

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How to enable Microsoft Copilot across Microsoft 365 apps

Microsoft Copilot, with its AI-driven capabilities, has revolutionized the way we work within the Microsoft 365 ecosystem. Whether you're drafting documents in Word, analyzing data in Excel, creating presentations in PowerPoint, managing emails in Outlook, collaborating in Teams, or organizing notes in OneNote, Copilot can enhance your productivity and streamline your tasks.

Here's a comprehensive guide on how to enable Microsoft Copilot across various Microsoft 365 applications:

How to enable Copilot in Word

  1. Open a new blank document in Word.
  2. Locate and access the "draft with Copilot" feature within the application.
  3. In the designated box, input your specific prompt.
  4. After entering the prompt, select the "generate" option to receive Copilot's suggestions.

To enhance an existing document:

  1. Move to a new blank line within your document.
  2. Locate and select the Copilot icon in the left margin.
  3. In the "draft with Copilot" dialogue box, specify your preferences for additional content.

How to enable Microsoft Copilot in Excel

  1. Select a data range within your dataset in Excel.
  2. Navigate to the Home tab and choose "format as a table."
  3. In the "format as table" dialogue box, select the checkbox for "my table has headers" if needed.
  4. Click "OK" to generate the table with Copilot's assistance.
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How to enable Microsoft Copilot in PowerPoint

  1. Go to the Home tab on the PowerPoint ribbon and select the Copilot button.
  2. Click or type the option to create a presentation from an existing file.
  3. Open the share tray in your document and copy the document's URL.
  4. Paste the URL into Copilot to establish a link between PowerPoint and your Word document.
  5. Select "Send" to let Copilot automatically generate slides, apply layouts, and choose a theme.
  6. Edit the presentation as needed, requesting Copilot to add specific slides or organize content.

How to enable Microsoft Copilot in Teams

  1. Locate the 'open copilot' option in the upper-right corner of the chat interface.
  2. Under the compose box, find the 'more prompts option' like 'highlight from the last day.'
  3. Enter a specific prompt in the compose box.
  4. Click on Send to prompt Copilot to generate a response based on your selected options and prompt.

How to enable Microsoft Copilot in Outlook

  1. Launch Outlook and navigate to the "files" tab.
  2. Choose 'options' and navigate to the 'mail' section.
  3. Click on 'editor options' under 'compose messages.'
  4. Within the 'proofing' tab, mark the Copilot box to activate it in Outlook.
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How to enable Microsoft Copilot in OneNote

  1. Open OneNote and navigate to the "files" tab.
  2. Select 'Options,' then go to the 'proofing' tab.
  3. Check the Copilot box under the 'proofing' tab to activate it in OneNote.
  4. Alternatively, access the Copilot pane in OneNote using the keyboard shortcut Alt+H+FX.

By utilizing Microsoft Copilot across Microsoft 365 applications, users can enhance their productivity, streamline their workflows, and access intelligent assistance tailored to their needs within the familiar environment of Microsoft's suite of productivity tools.

How much does Microsoft 365 Copilot cost?

As of 2024, Microsoft 365 Copilot is available as part of select Microsoft 365 subscriptions. The cost of Copilot varies depending on the subscription plan and licensing model chosen by your organization. Microsoft offers flexible pricing options to accommodate businesses of all sizes and budgets.

For businesses using Microsoft 365 Business or Enterprise plans, Copilot may be included as part of the subscription at no additional cost. However, certain premium features or advanced capabilities may require an additional fee.

To determine the cost of Microsoft 365 Copilot for your organization, it's recommended to consult with a Microsoft representative or visit the Microsoft 365 pricing page for up-to-date information on subscription plans and pricing options.

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Microsoft Copilot vs. Microsoft 365 Copilot

While the terms "Microsoft Copilot" and "Microsoft 365 Copilot" may sound similar, they refer to different offerings within the Microsoft ecosystem.

Microsoft Copilot

Microsoft Copilot refers to the broader concept of AI-powered assistance and productivity tools developed by Microsoft. It encompasses a range of AI-driven features and functionalities designed to enhance productivity and streamline workflows across various Microsoft products and services.

Microsoft 365 Copilot

Microsoft 365 Copilot, on the other hand, specifically refers to the integration of Copilot within the Microsoft 365 suite of applications. It provides users with AI-powered assistance and suggestions directly within Microsoft 365 apps such as Word, PowerPoint, Excel, and Teams.

In summary, while Microsoft Copilot represents a broader suite of AI-powered tools and technologies, Microsoft 365 Copilot focuses specifically on enhancing productivity within the Microsoft 365 ecosystem.

Conclusion

In conclusion, Microsoft Copilot is a game-changing productivity tool that harnesses the power of AI to streamline workflows, enhance collaboration, and boost efficiency within the Microsoft 365 ecosystem. By following the steps outlined in this guide, you can learn how to enable Copilot for Microsoft 365 users, empowering them to achieve more and drive success in their endeavors.

Whether you're a business user seeking to optimize productivity or an IT administrator tasked with managing licenses and deployments, Microsoft Copilot offers many features and functionalities to meet your needs.

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Unlock your productivity: Enable Microsoft Copilot for Microsoft 365 today!

Ready to supercharge your productivity with Microsoft Copilot? Get started today by learning how to enable Microsoft Copilot for Microsoft 365 setup following the best practices Microsoft recommends. Visit our website or contact us at sales@divergeit.com to learn more.

Let's unlock the full potential of this innovative tool together. Call us at 310-765-7200 (main) and discover how Copilot can transform your workflow into a seamless, efficient process.

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FAQ

How do I enable users for Microsoft Copilot for Microsoft 365?

To enable users for Microsoft Copilot for Microsoft 365, you need to follow a few simple steps:

  1. Assign Copilot licenses: Within your Microsoft 365 admin center, navigate to the licensing section and assign Copilot licenses to the users you want to enable. This step ensures that users have access to the Copilot tool within their Microsoft 365 subscription.
  2. Access to Copilot: Once users have been assigned Copilot licenses, they will gain access to the tool within their Microsoft 365 apps. They can start using Copilot to enhance their productivity and streamline their workflows.
  3. Microsoft Edge integration: Microsoft Copilot seamlessly integrates with Microsoft Edge, providing users with a familiar and intuitive experience. Users can access Copilot directly from their Edge browser, making it easy to utilize the tool while browsing the web.
  4. Setup for Microsoft 365: Setting up Copilot for Microsoft 365 is straightforward. Users simply need to log in to their Microsoft 365 account and access the Copilot feature within compatible Microsoft apps such as Word, PowerPoint, Excel, and Outlook.
  5. Copilot for Microsoft 365 licenses: Microsoft offers flexible licensing options for Copilot within the Microsoft 365 ecosystem. Whether you're using a personal subscription or a business plan, there's a Copilot license available to suit your needs.
  6. Using the tool: Once enabled, users can start using the Copilot tool to enhance their productivity and collaborate more effectively within the Microsoft 365 environment. Copilot provides intelligent assistance and suggestions to help users work smarter and achieve more.

How can I access Microsoft Copilot within Microsoft 365 apps?

Accessing Microsoft Copilot within Microsoft 365 apps is simple and straightforward. Here's how:

  1. Within Copilot: Once users have been enabled for Copilot and assigned the necessary licenses, they can access the tool directly within compatible Microsoft 365 apps. Look for the Copilot icon or feature within apps such as Word, PowerPoint, Excel, and Outlook.
  2. Microsoft Entra: Microsoft Copilot is also accessible through Microsoft Entra, Microsoft's platform for enterprise collaboration and productivity. Users can access Copilot within Entra to streamline their workflows and enhance collaboration with colleagues.
  3. Microsoft also: In addition to accessing Copilot within individual Microsoft 365 apps, users can also access the tool through other Microsoft platforms and services. Whether you're using Microsoft Teams, SharePoint, or OneDrive, Copilot is available to help you work more efficiently.
  4. 365 subscription: To access Copilot, users must have an active Microsoft 365 subscription. Copilot is included as part of select Microsoft 365 plans, providing users with access to this powerful productivity tool at no additional cost.
  5. Use the tool: Once accessed, users can start using Copilot to generate suggestions, provide insights, and automate repetitive tasks within their Microsoft 365 apps. Copilot helps users work smarter and achieve more by leveraging AI-driven capabilities and intelligent assistance.

How do I set up Microsoft Copilot for Microsoft 365?

Setting up Microsoft Copilot for Microsoft 365 is quick and easy. Here's what you need to do:

  1. Microsoft Graph integration: Microsoft Copilot leverages the Microsoft Graph to access user data and provide personalized assistance within Microsoft 365 apps. By integrating with the Microsoft Graph, Copilot can analyze user behavior and provide intelligent suggestions tailored to individual needs.
  2. Tenant configuration: As a Microsoft 365 administrator, you'll need to configure your tenant settings to enable Copilot for your organization. This includes assigning licenses, configuring access controls, and setting up usage reporting to monitor Copilot usage within your organization.
  3. Enterprise channel deployment: For enterprise users, Microsoft recommends deploying Copilot through the enterprise channel to ensure smooth rollout and adoption. By leveraging the enterprise channel, administrators can control deployment settings and manage updates effectively.
  4. Usage report monitoring: Once Copilot is set up, administrators can use usage reports to track Copilot usage and adoption within their organization. Usage reports provide valuable insights into how users are utilizing Copilot and help administrators identify areas for improvement.
  5. Best practices: Microsoft also provides best practices and guidelines for deploying and using Copilot within Microsoft 365. By following these best practices, administrators can ensure a smooth deployment process and maximize the benefits of Copilot for their organization.

How can I get Microsoft Copilot in Microsoft Teams Chat?

To enable Microsoft Copilot in Microsoft Teams chat, follow these steps:

  1. Copilot chat integration: Microsoft Copilot is seamlessly integrated into Microsoft Teams chat, providing users with real-time assistance and suggestions within their chat conversations. To access Copilot, simply open a chat window in Teams and look for the Copilot icon or feature.
  2. Using the Copilot: Once accessed, users can start using Copilot within Teams chat to generate suggestions, provide insights, and automate repetitive tasks. Copilot enhances collaboration and communication within Teams, making it easier for users to work together and achieve their goals.
  3. Enterprise channel deployment: For enterprise users, Microsoft recommends deploying Copilot through the enterprise channel within Teams. This ensures that all users have access to Copilot and can benefit from its features and capabilities.
  4. Microsoft recommends that users enable Copilot within Teams chat to enhance their productivity and streamline their workflows. By leveraging Copilot, users can work more efficiently and effectively within the Teams environment.

How do I get access to Copilot in Microsoft 365?

To get access to Copilot in Microsoft 365, follow these steps:

  1. Available in Microsoft 365: Microsoft Copilot is available as part of select Microsoft 365 subscriptions. To access Copilot, users must have an active Microsoft 365 subscription that includes Copilot as a feature.
  2. Assign Copilot: Once you have an active Microsoft 365 subscription, you'll need to assign Copilot licenses to users within your organization. This can be done through the Microsoft 365 admin center or using PowerShell commands.
  3. Users must: Users must be assigned Copilot licenses to access the tool within their Microsoft 365 apps. Once assigned, users can start using Copilot to enhance their productivity and streamline their workflows.
  4. Within Copilot: Once enabled, users can access Copilot directly within compatible Microsoft 365 apps such as Word, PowerPoint, Excel, and Outlook. Look for the Copilot icon or feature within these apps to start using the tool.
  5. Microsoft also: In addition to accessing Copilot within individual Microsoft 365 apps, users can also access the tool through other Microsoft platforms and services such as Microsoft Teams and SharePoint. Copilot is available across the Microsoft ecosystem to help users work more efficiently and effectively.

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