Tools and Services

A guide to help you install, update, and use Copilot for Microsoft 365:

Installing Copilot for Microsoft 365

If you have a valid Copilot for Microsoft 365 license, the functionality within the Microsoft Office 365 apps should be added automatically. The Copilot button will appear in multiple locations within the Microsoft 365 applications. 

Word, Excel, PowerPoint, OneNote

Will appear in the top-ribbon.

Outlook

You will see a Summarize button at the top right of emails/email chains.

When you create a new email you will see the Copilot logo in the ribbon with options to draft with Copilot or provide suggestions on text already submitted in the new email.

Teams

You will see the Copilot logo at the top left underneath Chat.



You will also see it in the chat message field. 

When in a Team meeting you will see the Copilot logo in the top ribbon.



After a Copilot license is assigned, it may take a day or two for the Copilot buttons to appear. Be sure your Microsoft 365 apps are up to date. If you still do not see these buttons in your Microsoft 365 apps, go to any Microsoft 365 app and go to File > Account. Select Update License and then close and restart any Microsoft 365 apps you have open. Once restarted, the license refresh can take effect. 

Updating Microsoft 365 Apps

To use Copilot for Microsoft 365, you must have the latest version on your device. To update the apps, follow these steps:

• Open any Microsoft 365 app, such as Word or Outlook.
• Click on File, then Account.
• Under Product Information, click on Update Options, then Update Now.
• Wait for the update to finish, then close and reopen the app.

Relaunching Microsoft 365 Apps

To apply your updates, you need to relaunch them. To relaunch Microsoft 365 apps, follow these steps:

• Close all Microsoft 365 apps that are running on your device.
  
• Open the Copilot app from the Start menu or the taskbar.
  
• Click on the Copilot icon on the top right corner of the app.
  
• Select the Microsoft 365 apps that you want to use with Copilot, then click on Relaunch.
  
• Wait for the Microsoft 365 apps to reopen, then sign in with your Microsoft 365 account.

How to Use Copilot for Microsoft 365

Once you have installed, updated, and relaunched your apps, you can start using Copilot for Microsoft 365 to enhance your writing. Copilot for Microsoft 365 will appear as a sidebar on the right side of your Microsoft 365 apps. To use Copilot for Microsoft 365, follow these steps:

• Open a Microsoft 365 app, such as Word or Outlook, and create a new document or email.
  
• Type some content or paste some text that you want to improve.
  
• Click on the Copilot icon on the top right corner of the app to open the Copilot sidebar.
  
• Select the type of suggestions that you want to see, such as Content, Grammar, Tone, or Style.
  
• Review the suggestions Copilot provides and click on the ones you want to apply.
  
• Continue writing and editing your document or email until you are satisfied.
  
• Save, send, or share your document or email as usual.
  

You can also access and use all the Copilot features in the Online versions of the Microsoft 365 applications. The Copilot logo will be present in the same locations that you see in the desktop Microsoft 365 applications.

Refer to the resources below for additional information on how to use Copilot in the various Microsoft 365 applications.

There is also a Copilot app in the web that allows you to use Copilot to generate content that connects to all of your Microsoft 365 resources such as emails, calendars, OneDrive files, and so on.

 
To access in Webmail, select the app launcher and then Microsoft 365.  

Then select Copilot on the left-hand side. 

Example of what you will see when you open this app.

How Long Does it Take for Copilot to be Fully Functional?

Copilot for Microsoft 365 may take some time to be fully functional after you install, update, or relaunch your Microsoft 365 apps. This is because Copilot needs to learn from your writing style, preferences, and feedback. You may not see all the features or suggestions that Copilot offers right away. You may also receive notifications on your mobile or desktop devices to try out Copilot when it is ready. The time it takes for Copilot to be fully functional may vary depending on your device, network, and usage. However, it should not take more than 48 hours (about two days) for Copilot to be fully functional.

Additional Resources and Links

• Copilot for Microsoft 365 Overview
• Microsoft Blog: Introducing Microsoft 365 Copilot
• Copilot for Microsoft 365
• Copilot Lab - Microsoft Copilot
  
• Copilot in Teams
• Copilot in Outlook
• Copilot in Word
• Copilot in PowerPoint
• Copilot in Excel
• Copilot in OneNote