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How to use Copilot Pro in Microsoft Word/Excel/PowerPoint

March 20, 2024 1.3K views

Copilot was introduced with the aim of enhancing productivity, ensuring that your capabilities know no bounds and becoming your ultimate go-to tool for excelling in your endeavors. Despite providing comprehensive AI capabilities to aid in various aspects of office, academic, or general productivity, there were still areas where improvements could be made. Microsoft has addressed this by launching Copilot Pro, which encompasses advanced features to further elevate your experience. If you thought Copilot was impressive, wait until you learn How to use Copilot Pro in Word/Excel/PowerPoint..

How to use Copilot Pro in Microsoft Word/Excel/PowerPoint

How to use Copilot Pro in Microsoft Word/Excel/PowerPoint

How can Copilot Pro help you in Office

Copilot offers a plethora of functions tailored to enhance your productivity across Microsoft Word, Excel, and PowerPoint. Below, we delve into the specific capabilities it provides in each application:

Copilot Pro — Word

Copilot Pro in Word

  • Create: Draft documents, generate ideas, and build upon existing content with Copilot's assistance.

  • Edit: Rewrite text and transform text into tables with ease.

  • Catch up: Seamlessly integrate Copilot into your workflow to enhance and refine your documents.

  • Ask: Engage with Copilot to seek additional details and support in enriching your documents.

  • Generate a summary: Save time by allowing Copilot to summarize your documents efficiently.

Copilot Pro — Excel

Copilot Pro in Excel

Copilot Pro in Excel

Create: Utilize Copilot to create new spreadsheets, making data entry more efficient.

Edit: Seamlessly edit and modify existing data in your Excel spreadsheets with Copilot's assistance.

Catch up: Stay organized and on top of your data management tasks with Copilot.

Understand: Gain deeper insights into your data and analyze complex datasets effectively.

Identify insights: Let Copilot assist in analyzing and visualizing your data, uncovering valuable insights and trends.

Focus on what matters: Highlight, filter, and sort your data effortlessly, focusing on key aspects of your analysis.

Generate formulas: Receive formula suggestions from Copilot for complex calculations, streamlining the formula creation process.

Copilot Pro — PPT

Copilot Pro in PPT

Copilot Pro in PPT

Create: Kickstart your presentation creation process by providing Copilot with a topic and letting it generate a draft presentation.

Summarize your presentation: Save time by allowing Copilot to summarize key points from longer presentations efficiently.

Organize your presentation: Let Copilot restructure your slides to improve flow and organization, ensuring coherence and engagement.

Use your organization's branding: Enhance your presentations by incorporating your organization's branding elements with Copilot's assistance.

How to Enable Copilot Pro in Office

Microsoft Copilot is an incredible tool by Microsoft designed to supercharge your productivity while using Microsoft software. Users can easily activate Microsoft Copilot AI services within any Office app. Just a few simple steps will allow Copilot to assist you in Word, Excel, PowerPoint, and other Microsoft 365 apps. To enable Copilot in Word or Excel, follow these steps:

Step 1: Launch any Microsoft Office application, such as Word or Excel.

Step 2: On the left side panel, click on "Options", located at the bottom of the Microsoft 365 application.

Microsoft Word Option

Microsoft Word Option

Step 3: This will open the Application Options window. Here, navigate to the "Advanced" tab on the side panel.

Microsoft Word Advanced Options

Microsoft Word Advanced Options

Step 4: Scroll down until you find the "Editor Options" section.

Step 5: Check the box next to "Enable Copilot".

Step 6: To save your changes and activate Copilot, click "OK".

Once subscribed to Copilot Pro, users can invoke its features by simply typing within the Microsoft Office software. Copilot will then generate relevant suggestions based on context and previous patterns, displayed in a panel on the right-hand side of the screen. Users can select these suggestions to expedite their workflow.

If you cannot find the "Enable Copilot" option, it may be because the Microsoft Copilot subscription has not been activated. If you have a Microsoft 365 subscription, you might need to purchase the additional Microsoft Copilot subscription separately, currently priced at $20/month, to use it with your Office applications. To make this purchase, log in to the Microsoft official website and proceed with your Microsoft Copilot subscription purchase.

Microsoft Copilot Subscription

Microsoft Copilot Subscription

Once the purchase is made, ensure that you update your license by visiting the Account tab of any Microsoft 365 application.

Update Microsoft 365 License

Update Microsoft 365 License

How to use Copilot in Office (Step by Step)

How to use Copilot in Microsoft Word

Copilot is the most efficient when working on Word. Follow these steps below to gain expertise  on Copilot after learning How to enable Copilot in Word:

Step 1: Open Word on your system to access Copilot.

Step 2: To access Copilot, head over to the Home tab and click on the Copilot icon in the ribbon menu.

 Copilot icon in Word

Copilot icon in Word

Step 3: This will open a chat box in the interface, where users can type in a prompt. Copilot will understand your demands and provide an output accordingly. After adding the prompt, click on “Generate”.

Copilot Draft bar in Word

Copilot Draft bar in Word

Step 4: Once the output is generated, users can choose to "Keep it" or "Discard" the entire output. If you wish to refine the output, provide Copilot with further prompts.

Copilot features in Word

Copilot features in Word

Step 5: Copilot will then refine your output accordingly. There's a lot to explore with Copilot in Word, such as attaching a reference file, generating summaries, and more.

Copilot Results in Word

Copilot Results in Word

How to use Copilot in Microsoft Excel

After figuring out How to enable Copilot in Excel, here's how users can utilize Copilot in Excel in their daily workflow:

Step 1: First, open the data file you want to work with on Excel.

Step 2: To enable Copilot in Excel, navigate to the Home tab and click on the Copilot icon located in the ribbon.

Copilot icon in Excel

Copilot icon in Excel

Step 3: Your Copilot assistant will appear on the right panel, where users can type their prompts in the chat box below.

Copilot chat box in Excel

Copilot chat box in Excel

Step 4: Copilot will then generate responses and suggest certain actions based on the prompt.

Copilot results in Excel

Copilot results in Excel

Note: If your Excel data is not in table format, ensure you convert it to enhance the effectiveness of Excel Copilot.

How to use Copilot in Microsoft PowerPoint

To use PowerPoint in its best and fullest capacity, make sure to use Copilot alongside to make your presentation creation experience smoother and better.

Step 1: Open PowerPoint and create a new blank presentation.

Step 2: Click on the Copilot located in the Home ribbon menu to access the chat bar for prompts.

Copilot icon in PowerPoint

Copilot icon in PowerPoint

Step 3: Provide instructions in the chat box regarding the presentation topic, format, and to provide further instructions you can also upload files from Word or Excel.

 Copilot chat box in PowerPoint

Copilot chat box in PowerPoint

Step 4: Copilot will then start drafting aPowerPoint presentation according to the prompt.

 Drafting a Presentation with Copilot

Drafting a Presentation with Copilot

Step 5: Your presentation is now complete. For further modifications, you can either make manual adjustments or provide prompts to Copilot.

 Presentation created with Copilot

Presentation created with Copilot

Is it worth it to pay $20/month subscription?

While Copilot Pro comes at a subscription cost of around $20 per month, WPS AI offers a completely free alternative. Although there are differences in the capabilities of AI between the two, they share many similar functionalities. However, for those interested in accessing advanced features in WPS AI, a modest fee of $2.99 unlocks these capabilities.

Considering the affordability, WPS AI is an incredibly budget-friendly option. Integrated with Word, it handles tasks like summarizing, story completion, idea generation, and more. Not to mention it has an AI-powered proofreader and seamless integration with WPS Presentation. Spreadsheet integration will be coming soon shortly.Both Copilot Pro and WPS AI offer robust functionality, but the decision between the two hinges on individual needs and financial considerations

Free Office Suite with AI Feature integrated - WPS Office

WPS Office is a great choice for crafting impactful presentations, thanks to its extensive collection of templates catering to diverse needs. Its compatibility with various software suites ensures seamless integration into your workflow. Moreover, choosing WPS Office brings added benefits, as its user-friendly interface offers unparalleled ease of use, enhancing productivity and comfort. Furthermore, WPS Office can be seamlessly integrated with Microsoft Office, allowing users to leverage the advantages of both suites simultaneously.

Alt text: WPS AI

  • AI Word

WPS AI Writer assistant

WPS AI Writer assistant

WPS AI in Word revolutionizes document creation with powerful features. It effortlessly generates high-quality content, condenses lengthy documents into concise summaries, and engages in seamless conversations with PDFs. The OCR feature allows for instant text extraction from documents, while the AI Writer tool facilitates brainstorming ideas and creating various content types.


WPS AI Writer Assistant features

WPS AI Writer Assistant features

  • AI PDF

WPS AI for PDF offers advanced functionalities to streamline document analysis and comprehension. It excels at summarizing lengthy PDF reports into concise overviews, saving time and effort. With accurate keyword extraction, users can focus their analysis effectively. Moreover, WPS AI enhances contextual understanding by providing insights into the PDF content.

WPS AI PDF

WPS AI PDF

  • OCR Reinvented

WPS AI for OCR enhances document processing with its advanced features. Users can scan documents on the go and instantly extract and summarize text, eliminating manual data entry. The OCR technology extracts text from various sources like books, brochures, and marketing materials, facilitating fast reading and content summarization. It efficiently extracts text from books, enabling quick access to information and enhancing reading experiences.

  • AI PPT

WPS AI for PowerPoint streamlines the presentation creation process with its array of powerful features. Users can leverage its capabilities to generate presentation scripts effortlessly, tailored to the provided topic and requirements. Additionally, WPS AI simplifies the process of converting text into slides, saving time and effort in presentation creation. With its design suggestions, users can choose from a variety of slide templates, colors, images, and styles to craft visually appealing presentations effortlessly.

  • AI Excel (Coming Soon)

Coming soon, WPS AI for Excel will introduce innovative functionalities to enhance productivity and efficiency. These upcoming features will include conversational interaction, multi-language support, text generation, translation, summarization, access to a rich knowledge base and Q&A library, and improved office efficiency through AI-driven automation.

Copilot Pro vs. WPS AI:

When comparing Copilot Pro and WPS AI, both offer distinct advantages that cater to different user needs. Copilot Pro shas comprehensive AI-powered features integrated seamlessly within Office apps, including PowerPoint slide deck generation and inline Copilot experiences for document summarization and email assistance. With a subscription price starting at £19.00 per user per month in the UK and $20.00 per user per month in the US, Copilot Pro provides priority access to the latest OpenAI models. Conversely, WPS AI offers a versatile suite of tools for content creation, collaboration, and data analysis across various platforms, with pricing plans ranging from a free version to premium and professional versions. Users can benefit from improved productivity and streamlined workflows with WPS AI's diverse functionalities, making it a valuable asset for document management and analysis.

Feature/Service

WPS AI

Copilot

AI Word Support

AI PDF Support

-

AI PPT Support

coming soon

AI Excel Support

coming soon

Additional AI Features

Integration with Office Suits

Seamless

Separate Subscription

Price (Per User)

2.99$/month

20$/month

Cost

High

Low

Copilot vs WPS AI feature comparison

Trustpilotstars4.8
WPS Office- Free All-in-One Office Suite
  • Use Word, Excel, and PPT for FREE, No Ads.

  • Edit PDF files with the powerful PDF toolkit.

  • Microsoft-like interface. Easy to learn. 100% Compatibility.

  • Boost your productivity with WPS's abundant free Word, Excel, PPT, and CV templates.

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FAQs

1. How to customize Microsoft Copilot?

Microsoft Copilot can be customized using Copilot Studio. This powerful tool enables users to extend and tailor Copilot according to specific requirements. With Copilot Studio, you have the flexibility to create custom copilots, construct your own Generative Pre-trained Transformers (GPTs), and integrate enterprise-specific scenarios. Whether streamlining tasks or boosting productivity, Copilot Studio provides the means to personalize Copilot, making it uniquely suited to your needs.

2. Copilot Pro vs WPS AI vs Chatgpt Plus?

The comparison among the three AI tools—Copilot Pro, WPS AI, and ChatGPT Plus—is as follows:

Copilot Pro:

  • AI-enhanced document creation for Office.

  • Subscription: Approximately $20 per month.

  • Boosts productivity in Microsoft Office.

  • Available upon subscription in Office.

ChatGPT Plus:

  • Access to GPT-4 for better interactions.

  • Subscription: $20 monthly with benefits.

  • Improved reliability, custom chatbots available.

  • Initially invitation-only, now open.

WPS AI:

  • Content generation, summarization, translation within WPS.

  • Free of cost

  • Streamlines document processing in WPS.

  • Available with download.

3. The differences between Copilot Pro and Copilot 365.

The differences between Copilot Pro and Copilot 365 are highlighted below:

1- Advanced Capabilities:

  • Copilot Pro: Offers enhanced features, ensuring faster performance and priority access to GPT-4 and GPT-4 Turbo during peak usage.

  • Copilot 365: Tailored for enterprise scenarios, allowing organizations to integrate their unique use cases and scenarios into Copilot.

2- Integration with Microsoft 365 Apps:

  • Copilot Pro: Subscribers with a Microsoft 365 Personal or Family subscription can seamlessly utilize Copilot Pro within applications such as Word, PowerPoint, Excel, OneNote, and Outlook.

  • Copilot 365: Provides contextual data and features, addressing business needs and enhancing overall productivity.

3- Privacy and Compliance Focus:

  • Copilot Pro: Primarily caters to individual users and small teams.

  • Copilot 365: Adheres to robust security, compliance, and privacy policies, inheriting the processes of Microsoft services like Dynamics 365 and Power Platform.

4- Customization Scope:

  • Copilot Pro: Allows customization through Copilot Studio, empowering users to create custom copilots and extend capabilities.

  • Copilot 365: Focuses on enterprise-specific customization, enabling organizations to incorporate their own scenarios and context-aware features.

4. Is it secure to enable Microsoft Copilot?

Enabling Microsoft Copilot is considered safe as it is integrated into Microsoft services such as Dynamics 365 and Power Platform. It inherits robust security, compliance, and privacy policies and processes of these products. With features such as multi-factor authentication, compliance boundaries, and privacy protections, Microsoft Copilot is meticulously designed as a reliable AI solution. The system undergoes rigorous testing and adheres to industry standards, ensuring users experience a secure and privacy-conscious environment.

Copilot Vs WPS AI

Copilot has been available for several months now, offering a range of AI capabilities that have significantly improved reviewing processes. Despite learning How to use Copilot Pro in Word/Excel/PowerPoint, it's surprising that many of its features remain unexplored. However, the subscription price of $20 per month, on top of Microsoft Office subscriptions, feels somewhat steep. In contrast, WPS Office offers a fully capable AI for free. Considering this, downloading WPS Office seems like a more beneficial choice.


15 years of office industry experience, tech lover and copywriter. Follow me for product reviews, comparisons, and recommendations for new apps and software.