Steps on How To Enable Microsoft Copilot

Shuja Najmee
May 13, 2024

Are you feeling overwhelmed with the mountain of digital tasks that keep piling up on your desk? You're not alone. In today's fast-moving business landscape, staying on top of technology can feel like a never-ending battle. But what if you could have a dedicated assistant to help streamline your workflow?

Enter Microsoft Copilot—your next game-changer. In this post, we'll unravel the mystery of how to enable Microsoft Copilot, answer your burning questions about installation, and explore its cost-effectiveness. 

We'll compare Copilot with popular alternatives like ChatGPT and walk you through enabling it in Microsoft 365, Excel, and Word. Ready to revolutionize your workday? Let's dive in!

What is Microsoft Copilot?

What is Microsoft Copilot? 

Microsoft Copilot is a cutting-edge AI embedded within Microsoft 365. It’s designed to understand and execute a wide range of tasks across applications like Word, Excel, and Outlook.

It uses natural language processing to interpret your commands, turning spoken or typed instructions into action. Whether drafting emails, creating complex documents, or analyzing data patterns, Copilot is engineered to handle these with surprising agility.

This tool does more than just follow orders. When you know how to enable Microsoft Copilot, it also anticipates needs based on your work habits and offers suggestions to optimize your workflow.

Imagine having a partner who not only understands your next move but also prepares the groundwork to make it smoother. That's Microsoft Copilot for you—transforming how we interact with technology in the workspace, making operations faster and more intuitive.

By leveraging the power of AI, Copilot brings a new level of efficiency to your business operations. It’s like having an expert in every software, ready to assist at your command.

So, if you’re looking to elevate your productivity and take your business operations to the next level, Microsoft Copilot could very well be the answer.

What can it do for your business?

What can Microsoft Copilot do for your business?

Ever wonder if there’s a magic wand that could effortlessly handle your office tasks? Say hello to Microsoft Copilot!

Let's explore how to enable Microsoft Copilot and how this innovative tool can transform your daily business operations into a smoother, more efficient machine.

Efficient document management in Word

With Microsoft Copilot in Word, you can:

  • Draft documents quickly: Input a topic, and Copilot crafts a comprehensive draft.
  • Edit seamlessly: Ask Copilot to rephrase sentences, correct grammar, or style your document. 
  • Summarize reports: Get concise summaries of lengthy documents to save reading time, all of which are available in the Microsoft 365 Copilot. 

Advanced data handling in Excel

In Excel, Copilot enhances your data experience:

  • Automate data entry: Fill in data sets with natural language commands.
  • Complex calculations: Perform sophisticated calculations without intricate formulae.
  • Generate visual data: Create charts and graphs from datasets with simple instructions.

Streamlined communications in Outlook

Outlook becomes more manageable with Copilot:

  • Email drafting: Compose emails by simply describing the content you need.
  • Inbox management: Prioritize important emails and organize your inbox efficiently.
  • Meeting summaries: Summarize key points from email threads to prepare for meetings quickly.

Intelligent assistance across Microsoft 365

  • PowerPoint: Design engaging presentations by providing Copilot with a topic or outline.
  • Teams: Summarize meetings, generate meeting minutes, and suggest follow-up tasks.
  • OneNote: Organize notes and generate action items from meeting notes.
Comparison of Microsoft Copilot vs. ChatGPT

Microsoft Copilot for Microsoft 365 vs. ChatGPT

In the world of artificial intelligence, two titans stand out for their ability to revolutionize productivity: Microsoft Copilot and ChatGPT.

As a business owner, you always look for ways to streamline operations and boost efficiency. So, the big question is, which AI assistant is better suited to elevate your daily workflow?

Understanding the key differences

Microsoft Copilot is designed to understand the context within your documents, making it incredibly proficient at handling task-specific requests and automating routine operations.

ChatGPT, on the other hand, excels in generating human-like text based on the prompts you provide. It's versatile across various topics, making it a handy tool for drafting emails, writing content, and even coding.

Why might Microsoft Copilot edge out ChatGPT?

  • Integration with Microsoft 365 provides seamless app interactions.
  • Contextual understanding enhances task-specific assistance.
  • Task automation extends across multiple Microsoft applications.
  • Adherence to Microsoft's security and compliance standards

While ChatGPT is an impressive generalist tool, Microsoft Copilot's specialized capabilities within the Microsoft ecosystem make it particularly valuable for those already embedded in this environment, especially if you already know how to enable Microsoft Copilot and other tools. 

If your business relies heavily on Microsoft software, Copilot could offer more tailored and efficient support, enhancing productivity in ways a general AI like ChatGPT might not match.

How to install Copilot

How to install Copilot for Microsoft 365 licenses

Ready to turbocharge your productivity with Microsoft 365 Copilot? You're just a few steps away from unlocking a powerful assistant that can transform how you manage your digital tasks. Here's how to get started.

  1. Check your subscription: Ensure you have Microsoft 365 Business or Enterprise, as Copilot is unavailable on the standalone versions.
  2. Visit your Microsoft 365 admin center: You need admin rights to handle this step.
  3. Navigate to 'Settings': Here, you'll find the options for services and add-ins.
  4. Enable Copilot: Look for Microsoft Copilot in the list and toggle it on.

Once you know how to enable Microsoft Copilot, the software will integrate into your Microsoft 365 apps, ready to assist with tasks across Word, Excel, and more. It's like having an expert by your side, anticipating your needs, and smoothing your workflow.

Is Microsoft Copilot free?

While Microsoft Copilot itself isn't an additional cost, it requires a suitable Microsoft 365 subscription. So, while not free, it's a value-packed upgrade to your existing Microsoft ecosystem designed to enhance your productivity significantly.

How to enable Microsoft Copilot?

How to enable Microsoft Copilot?

Let's dive into the good stuff—making Microsoft Copilot work for you in the tools you use every day! Here’s how you can get started and make the most out of Copilot in Word, Excel, and more.

Step 1: Open the app you need. Start with Word or Excel, depending on where you want Copilot's help.

Step 2: Find the Copilot icon, typically located in the upper right corner of your app. 

Step 3: Use your Microsoft 365 account credentials to log in if prompted.

Step 4: Once logged in, activate the features you need through the Copilot panel.

Step 5: Begin by typing commands or questions directly into the Copilot bar. Want to summarize a document? Just ask!

Why can’t you use Copilot?

Why can't you assign or enable Copilot in Windows 11? 

Let’s walk through some common reasons why you might not be seeing Microsoft Copilot and how to fix them.

Subscription level

One of the top reasons you might not see Microsoft Copilot when using the Copilot is your Microsoft 365 subscription. Copilot requires a Business or Enterprise plan. If you’re on a personal or smaller office plan, you’ll need to upgrade.

Admin permissions

Copilot features need to be enabled by someone with administrative rights. If you can't see Copilot, check with your system administrator to ensure it's activated for your user account or verify if you're really part of the Microsoft 365 users

Software updates

Like any shy creature, Copilot loves up-to-date environments. Ensure your Microsoft 365 suite is running the latest version. Outdated software can hide Copilot’s features.

Compatibility issues

Copilot might not be compatible with all regions or all devices just yet. Check Microsoft’s official documentation to see if your setup meets all the requirements.

Network restrictions

Sometimes, network policies can restrict new software features like Copilot. Verify with your IT department if there are any such barriers in place.

Why choose Najmee?

Maximize your Microsoft 365 additional resources with Najmee

Now that you know how to enable Microsoft Copilot, are you ready to use it and take full advantage of it? Najmee is here to guide you through every step, ensuring you harness every ounce of potential from your software, especially with tools like Microsoft Copilot.

We provide expert Microsoft Copilot setup and integrate it seamlessly with your existing systems. This allows you to automate mundane tasks, freeing your time for more strategic activities.

Plus, our 24/7 support team is always on standby. Day or night, we're here to tackle any issues swiftly, ensuring minimal downtime and continuous smooth operations.

Contact us now!

Why wait? Enhance your Microsoft 365 experience today

Whether improving Outlook communication, utilizing Excel's AI-driven analytics, or streamlining data processes, Najmee customizes solutions to meet your specific needs.

Ready to elevate your business with optimized Microsoft 365 services in 2024? Contact us today to learn more about how to enable Microsoft Copilot and take advantage of it! 

Frequently asked questions

How do I install PowerShell to manage Microsoft Copilot?

PowerShell can be utilized to configure and manage settings for Microsoft Copilot. By using PowerShell, you gain advanced control over settings that aren't always available through the user interface. This allows for more customized management of Copilot features and user access within your organization.

What are the steps to enable Copilot in Microsoft Teams?

To enable Copilot in Teams, start by ensuring you have the necessary Copilot license. Then, use the Microsoft 365 admin center to assign these licenses to users. Following this, users can access Copilot experiences directly from the Microsoft Teams interface, enhancing productivity and collaboration.

How can I get my team access to Microsoft Copilot?

Access to Copilot can be obtained by purchasing Microsoft Copilot through the Copilot page in the Microsoft 365 admin center. After purchase, you must assign Copilot licenses to users in your tenant to activate their access.

What are the prerequisites for using Microsoft Copilot?

The prerequisites for using Microsoft Copilot include having a compatible Microsoft 365 setup and the necessary Copilot licenses. Users should also be familiar with using Microsoft platforms such as Microsoft Edge and SharePoint, as these integrate seamlessly with Copilot.

How do I use Copilot in Microsoft Whiteboard and Microsoft Loop?

Interested to know how to enable Microsoft Copilot? Not so surprising! After all, Copilot can enhance your experience in Microsoft Whiteboard and Microsoft Loop by enabling dynamic collaboration and content creation. First, ensure your Copilot for Microsoft 365 setup is complete, then integrate Copilot by using features available through the power platform to enrich interactive sessions.

What are the benefits of upgrading to Copilot Pro?

Upgrading to Copilot Pro offers advanced features and capabilities beyond the standard Copilot experience. It allows for more sophisticated integration with enterprise tools such as SharePoint and Microsoft Graph, providing a richer, more efficient workflow environment.

How can I learn more about Microsoft Copilot?

Microsoft Learn is an excellent resource for expanding your knowledge about Microsoft Copilot. It offers tutorials and training sessions that cover everything from basic setup to advanced features, helping you maximize your use of the Microsoft 365 suite.

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