Microsoft Copilot - How to Access Copilot

Overview

Microsoft 365 Copilot is an AI-powered productivity tool that integrates with various Microsoft 365 apps to enhance your workflow. This article will guide you on how to access Copilot Chat and utilize Copilot functions across different Microsoft 365 products.

How to:

Accessing Copilot Chat

To access Copilot Chat, follow these steps:

  1. Sign In: Ensure you are signed into your Microsoft 365 account with a Copilot license.
  2. Navigate to Copilot Chat: Open your browser and go to office.com
  3. Select Work Option: Choose the "Work" option to access the paid version of Copilot
  4. Clear Cache and Cookies: If you encounter issues, clear your browser cache and cookies, restart your workstation, and try again

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Accessing Copilot Functions in Microsoft 365 Applications:

Copilot functions are embedded into various Microsoft 365 apps, including Outlook, Word, Excel, OneNote, PowerPoint, and more. Here’s how to access them:

Outlook

  1. Open Outlook: Launch Outlook on your desktop or web browser.
  2. Copilot Button: Look for the Copilot button in the Home tab. If it’s missing, ensure you are signed in with the correct account and have the latest updates installed

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Word

  1. Open Word: Launch Word on your desktop or web browser.
  2. Copilot Button: Find the Copilot button in the Home tab. If it’s not visible, check your account settings and update your app

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Excel

  1. Open Excel: Launch Excel on your desktop or web browser.
  2. Copilot Button: Locate the Copilot button in the Home tab. Ensure your account is correctly signed in and the app is updated

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PowerPoint

  1. Open PowerPoint: Launch PowerPoint on your desktop or web browser.
  2. Copilot Button: Look for the Copilot button in the Home tab. Make sure your account is signed in and the app is up to date

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OneNote

  1. Open OneNote: Launch OneNote on your desktop or web browser.
  2. Copilot Button: Find the Copilot button in the Home tab. Verify your account settings and update the app if necessary

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Accessing Copilot Functions in Microsoft 365 Online:

Copilot functions are also available in the online versions of Microsoft 365 apps. Here’s how to access them:

  1. Open Browser: Launch your preferred web browser.
  2. Sign In: Go to the Microsoft 365 website office.com and sign in with your account.
  3. Select App: Choose the app you want to use (e.g., Outlook, Word, Excel, PowerPoint, OneNote).
  4. Copilot Button: Look for the Copilot button in the Home tab of the online app. If it’s not visible, ensure your account is correctly signed in and the app is up to date.

 

Troubleshooting

  1. Check Account: Ensure you are signed in with an account that has a Copilot license.
  2. Update Apps: Make sure all your Microsoft 365 apps are updated to the latest version.
  3. Clear Cache and Cookies: If you encounter issues, clear your browser cache and cookies, restart your workstation, and try again
  4. Refresh License: Go to File > Account in any Microsoft 365 app and select Update License. Restart the apps to apply the changes. 
  5. Contact the Technology Solutions Center: Reach out for assistance if you are still unable to access Copilot properly.
  6. Microsoft Known Issues: https://learn.microsoft.com/en-us/microsoft-365-copilot/extensibility/known-issues
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