How To Access Copilot? – Open AI Master

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Microsoft Copilot is an AI-powered productivity assistant that integrates with popular Microsoft 365 applications such as Word, Excel, PowerPoint, Outlook, and Teams to provide intelligent assistance. It uses large language models and connects to the Microsoft Graph and Microsoft 365 apps to improve creativity, productivity, and skills. This article provides step-by-step instructions for accessing Copilot.

How do I access Copilot?

Requirements

Before you can start using Copilot, make sure the following requirements are met:

Microsoft 365 Apps You must have deployed Microsoft 365 Apps such as Word, Excel, PowerPoint, Outlook, Teams, OneDrive, and SharePoint. These connect seamlessly with Copilot to provide intelligent assistance.

OneDrive account

A OneDrive account is required to store and share files via Copilot. If you don’t have one, sign up for a free OneDrive account.

New Outlook for Windows

To integrate Copilot’s capabilities into Outlook, you’ll need to use the new Outlook for Windows desktop app, which is currently in preview. Alternatively, you can use the Outlook Mobile app.

Microsoft Teams

To use Copilot with Teams, you must use the desktop app or web app. Both the current and the new Teams version work.

Microsoft loop

Microsoft Loop must be enabled in your tenant to use Copilot capabilities within Loop.

Microsoft whiteboard

Similarly, Microsoft Whiteboard must be set up in your tenant to use Copilot with Whiteboard.

Check for administrative access

As an administrator, you need access to the Microsoft 365 admin center to manage Copilot licenses. If you do not have administrative access, you can request it from your IT department.

Assign Microsoft 365 licenses

Now that the requirements are met, the next step is to assign Microsoft 365 licenses to users who need access to Copilot. Here is the step by step process:

  1. Sign in to the Microsoft 365 admin center
  2. Go to Billing > Licenses
  3. Select Microsoft 365 Copilot and choose Assign licenses
  4. Select the users to whom you want to assign the license
  5. Click Review and Finish

The selected users now have access to start using Microsoft Copilot.

Request access

To request access to Microsoft Copilot, you can follow these steps:

  1. Go to the Microsoft Copilot website.
  2. On the home page, click the ‘Request Access’ button.
  3. Sign in to your Microsoft account.
  4. Complete the application form with your details including your name, email address, organization name and why you are interested in using Microsoft Copilot.
  5. Click the “Send” button.

After you submit your request, Microsoft will review it and send you an email notification if you are granted access.

also read: Microsoft launched Copilot

Enable Microsoft Copilot after access is granted

If you get access to Microsoft Copilot, you can enable it by following these steps:

  1. Open a Microsoft 365 application that supports Microsoft Copilot.
  2. Click the “Copilot” icon in the ribbon menu.
  3. Sign in to your Microsoft account if you’re not already signed in.
  4. Follow the on-screen instructions to complete the installation process.

How to use Microsoft Copilot

Once you enable Microsoft Copilot, you can use it to help you with various tasks. For example, you can:

  • Writing help: Microsoft Copilot can help you write emails, letters, and other documents by suggesting grammar, style, and word choice.
  • Schedule meetings: Microsoft Copilot can help you schedule meetings by finding times that work for all participants and sending meeting invitations.
  • Organize your time: Microsoft Copilot can help you manage your time by suggesting tasks to complete and setting reminders for important deadlines.

Download and install desktop apps

Although Copilot works through Microsoft 365 web apps, you’ll need to make sure the related desktop apps are also installed to enjoy its full capabilities:

  • Word
  • Excel
  • PowerPoint
  • Outlook
  • Teams
  • A disc

The desktop and web apps provide a seamless Copilot experience.

Configure access via mobile apps You can also access Copilot on your mobile devices using iOS or Android apps. Here are the steps:

  1. Install the Office app on your phone
  2. Sign in with your Microsoft 365 ID
  3. Open an Office app such as Word or Excel
  4. Tap the Planner icon to bring up Copilot

And you’re all set to use Microsoft Copilot on mobile!

Also read: How to use Microsoft 365 Copilot AI in Word, Outlook, PowerPoint and Excel?

Copilot privacy settings

As an administrator or user, you should also review Microsoft 365 Apps privacy settings related to connected experiences. These settings affect some Copilot capabilities.

To get access:

  1. Open an Office desktop app
  2. Go to File > Account > Privacy Settings
  3. Review and adjust the options under Connected experiences, specifically “Allow Office to connect to the Internet to serve online content”

Save content via Copilot

Copilot makes it easy and seamless to save your work files to OneDrive or SharePoint. Here’s how:

  1. When working on a document using Copilot Help, click File > Save
  2. Choose OneDrive or SharePoint to store your files

The files are automatically synced and backed up to cloud storage. You can also easily share saved files for collaboration.

Provide user training Once you’ve enabled access to Copilot for your organization, you can provide training to users on how to get the most out of Copilot in their daily work in Office apps.

Some tips you can give:

  • Ways to invoke Copilot, for example using the Planner icon
  • Examples of tasks that Copilot can assist with in different apps
  • Best practices for framing questions and requests to Copilot
  • Use Copilot for chat and meeting collaboration

Equipped with the right guidance, your users will be better able to leverage Copilot’s capabilities.

Summary By following the simple step-by-step instructions above, you can get Microsoft Copilot up and running across your organization. The main issues covered include:

  • Install prerequisites such as Office 365 apps, OneDrive
  • Assign licenses for Copilot access
  • Enable mobile access through Office apps
  • Configure content and privacy settings
  • Save files to cloud drives
  • Train users to get the most out of Copilot

With Microsoft Copilot activated, your users get an AI-powered productivity boost, helping them get more done in less time. So go ahead and unlock the power of this intelligent work assistant!

🌟Do you have burning questions about Copilot? Do you need some extra help with AI tools or something else?

💡 Feel free to send an email to Arva, our expert at OpenAIMaster. Send your questions to support@openaimaster.com and Arva will be happy to help you!

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