How To Use Microsoft 365 Copilot AI On Word, Outlook, PowerPoint, and Excel?

Microsoft 365 Copilot is a breakthrough AI-powered feature that provides interactive, personalized help to improve your work productivity. The feature works with you across several Microsoft Office apps, including Word, Outlook, PowerPoint, and Excel, to unleash your creativity, improve your skills, and unlock productivity.

With Microsoft 365 Copilot you can do many things, such as creating first drafts, editing, summarizing, and analyzing datasets. You can also ask Copilot questions about your dataset in natural language. Copilot works seamlessly with the apps and is powered by next-generation AI technology that learns from the way you work and adapts to your preferences over time. So you can spend less time on repetitive tasks and more time on the things that matter most.

To use Microsoft 365 Copilot, all you need to do is provide a short prompt. Copilot then creates a first draft for you in Word, or works with you in Excel to help you analyze and explore your data. This feature is a game-changer for busy professionals who want to streamline their workflows and achieve more with less effort.

Which Microsoft 365 apps have Copilot?

Microsoft 365 Copilot is an artificial intelligence (AI) powered feature that helps users generate different types of content such as documents, emails, presentations, and more. It is integrated into Microsoft 365 apps including Word, Excel, PowerPoint, Outlook, Teams, Viva and Power Platform. Copilot combines large language models with user data from Microsoft Graph to improve productivity.

In Word, Copilot can create first drafts from prompts and add content to existing documents. In Excel, it can analyze trends and create professional-looking data visualizations in seconds. In Outlook, Copilot can summarize long email threads and respond to emails with prompts. In Teams, it can answer specific questions, notify users of missed information, transcribe meetings and remind users of missed items or summarize action items during the meeting.

See more: How to use Microsoft 365 Copilot in PowerPoint

Copilot isn’t just a simple chatbot embedded in Microsoft 365. Instead, it’s an advanced processing and orchestration engine that leverages the power of large language models with Microsoft 365 apps and a user’s business data in Microsoft Graph.

See more: How do I add and use Microsoft 365 Copilot in Word?

Microsoft has partnered with OpenAI to develop Copilot, and the feature is the world’s first AI copilot built natively into both Customer Relationship Management (CRM) and Enterprise Resource Planning (ERP) applications. Copilot is available in Dynamics 365 portals for sales, customer service, customer insights, marketing, and Business Central. Microsoft’s partnership with OpenAI has resulted in a range of generative AI-enabled tools for the company, including Copilot.

See more: How to Add and Use Microsoft 365 Copilot in Excel: The Ultimate Guide

Overall, Microsoft 365 Copilot is a powerful tool that uses AI to improve the productivity of various Microsoft 365 applications, and it is much more than just a simple chatbot.

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

1. Open the Microsoft 365 app you want to use Copilot AI with.
2. Click on the Second pilot knob.
3. A Copilot sidebar will open on the right side of the screen.
4. Type a prompt or question in the Copilot sidebar.
5. Copilot generates a draft text, a slide, a formula or an email based on your prompt.
6. Edit and revise the draft as necessary.
7. When you’re done, click the Insert to add the draft to your document, presentation, spreadsheet, or email.

Use Microsoft 365 Copilot AI in Word

1. Open a Word document.
2. Click on the At home tab.
3. In the Insert group, click on the Second pilot knob.
4. A Copilot sidebar will open on the right side of the document.
5. In the Copilot sidebar, type a prompt or question. For example, you can type “Write a blog post about the benefits of using Microsoft 365 Copilot AI.”
6. Copilot generates a draft text based on your prompt.
7. You can edit and revise the draft as necessary.
8. When you’re done, click the Insert to add the draft to your document.

Use Microsoft 365 Copilot AI in Outlook

1. Open Outlook.
2. Click on the new e-mail knob.
3. In the email compose window, click the Second pilot knob.
4. A Copilot sidebar will open on the right side of the window.
5. In the Copilot sidebar, type a prompt or question. For example, you can type “Write an email to my team about the upcoming product launch.”
6. Copilot generates a draft of an email based on your prompt.
7. You can edit and revise the draft as necessary.
8. When you’re done, click the To steer button to send the email.

How to use Microsoft 365 Copilot AI on PowerPoint

1. Open a PowerPoint presentation.
2. Click on the At home tab.
3. In the Slides group, click on the New slide knob.
4. Select a slide layout.
5. Click on the Second pilot knob.
6. A Copilot sidebar will open on the right side of the slide.
7. In the Copilot sidebar, type a prompt or question. For example, you can type “Create a slide about the key features of our new product.”
8. Copilot generates a slide based on your prompt.
9. You can edit and revise the slide as necessary.
10. When you’re done, click the Close to button to close the Copilot sidebar.

How to use Microsoft 365 Copilot AI in Excel

1. Open an Excel spreadsheet.
2. Click on the At home tab.
3. In the To process group, click on the Formula builder knob.
4. In the Formula Builder window, click the Second pilot knob.
5. A Copilot sidebar will open on the right side of the window.
6. In the Copilot sidebar, type a prompt or question. For example, you can type “Write a formula to calculate average sales for each region.”
7. Copilot generates a formula based on your prompt.
8. You can edit and revise the formula as necessary.
9. When you’re done, click the Insert to insert the formula into the worksheet.

Tips for using Microsoft 365 Copilot AI:

• Be specific in your directions. The more specific you are, the better Copilot AI can understand what you want and generate a useful concept.
• Use natural language. You don’t need to use any special syntax or jargon when typing your prompts. Just write the same way you would talk to a human assistant.
• Experiment with different prompts. There is no one right way to use Copilot AI. Try different prompts to see what works best for you.
• Review the concepts carefully. Copilot AI is still in development, so it is important to carefully review the concepts before using them.

Microsoft 365 Copilot AI is still in development, but has the potential to become a powerful tool for users of all skill levels. By providing helpful suggestions and automating tasks, Copilot can help users be more productive and creative in their work.

What are the benefits of using Copilot in Microsoft 365 Apps?

Microsoft Dynamics 365 Copilot is a new AI-powered tool that provides interactive assistance for various business functions, including sales, service, marketing, supply chain and more. It is built into both CRM and ERP applications and can be accessed through Dynamics 365 portals for sales, customer service, customer insights, marketing and Business Central.

According to Microsoft, Copilot is more than just OpenAI’s ChatGPT integrated into Microsoft 365. It’s an advanced processing and orchestration engine that combines the power of large language models (LLMs) with Microsoft 365 apps and a user’s business data in Microsoft Graph. The Microsoft Graph, the company’s API developer platform that connects multiple services and devices, is now accessible to everyone through natural language.

Copilot offers several features that can help generate documents, emails, presentations, and more. In Excel, it can analyze trends and create professional-looking data visualizations in seconds, and even create a SWOT analysis or a pivot table from data. In Word, it can help users co-create content by bringing in information from across the organization as needed, and can write, edit, and summarize content with just a brief prompt. Copilot can also be used to summarize long email threads and quickly create suggested replies in Outlook, so users can focus on the most important parts of their work.

Additionally, marketers can use Copilot to inspire new email campaign content based on top topic inputs, existing marketing emails, and web sources to increase the relevance of the ideas generated.

Overall, Microsoft Dynamics 365 Copilot is a powerful tool that can significantly improve productivity and efficiency across various business functions by providing AI-powered assistance and access to relevant data.

How can Copilot help create presentations?

Microsoft Dynamics 365 Copilot is an AI-powered assistant built into both CRM and ERP applications to provide interactive assistance with business functions such as sales, service, marketing, supply chain and more. Although it is not explicitly designed for creating presentations in PowerPoint, it can be a valuable tool in automating various tasks for users, including creating presentations.

According to Microsoft, Dynamics 365 Copilot allows users to jump-start the creative process by asking the assistant to create a presentation from a Word document. PowerPoint then immediately completes a presentation with a complete slide deck based on the content of the supplied Word document. Furthermore, the Copilot can understand commands such as “add animations to this slide”, and using descriptive language it can even apply different styles per slide or across the entire presentation. This can help users save time writing, sourcing, and editing content, taking the work off your hands.

While Copilot’s primary function is to assist business professionals, it can be an asset when creating presentations by providing an initial draft for editing and iteration, allowing users to get started quickly and easily. It is therefore clear that Copilot is a valuable AI-powered assistant that can help users with various tasks, including creating presentations in PowerPoint.

🌟Do you have burning questions about Microsoft 365 Copilot? Do you need some extra help with AI tools or something else?
💡 Feel free to send an email to Arva Rangwala, our expert at OpenAIMaster. Send your questions to support@openaimaster.com and Arva will be happy to help you!

Published on March 17, 2023. Updated on October 31, 2023.

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