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How to Use Microsoft Copilot in 7 Simple Ways

August 23, 2023 2.9K views

Microsoft Copilot has made a remarkable entrance, captivating the internet world with its incredible capabilities and leaving users in awe. With its advanced AI-powered features, Microsoft Copilot opens up a world of possibilities for users, making tasks easier and more efficient than ever before.

In this article, we will explore 7 simple and effective ways to use Microsoft Copilot, unlocking its full potential and transforming the way we work, create, and collaborate. Keep reading!

Microsoft Copilot

How to Use Microsoft Copilot in Microsoft Word

Microsoft Copilot in Microsoft Word, a revolutionary AI tool designed to enhance your writing experience. With Copilot, you can effortlessly generate intelligent suggestions, improve grammar and style, and streamline your document creation process.

Step 1: Open Microsoft Word

Copilot Microsoft word

Step 2:  Open Copilot for Word and draft instructions for your document

Activate Copilot

Step 3: Give instructions to Copilot by linking your Notes from OneNote or an internal document.

Copilot prompt

Step 4: Copilot will draft the document with all the key details from the files provided

Copilot content generation

Step 5: Click on Copilot button to introduce further prompts

Copilot customization of prompt

Step 6: Format the document by linking another document and inserting a prompt

Format document

Step 7: Give prompts to introduce images and visuals

Copilot image generation prompts

Step 8: Select “Give suggestions to the doc” to be introduced with further options to make the document better

Copilot customization of results

How to Use Microsoft Copilot in Microsoft Excel

Copilot can assist you in generating formulas, analyzing data, and creating charts effortlessly. Learn how to make the most of Microsoft Copilot in Microsoft Excel with these simple steps.

Step 1: Open Excel with Copilot integrated.

Microsoft Excel with Copilot

Step 2: Open Copilot and insert prompts to help analyze your data better

Copilot Excel prompts

Step 3: Introduce prompts to provide you with all the information for the data such as Key Trends, Comparisons, Summaries, etc.

Excel Data analysis prompts

Step 4: Insert prompts to get more specific answers to the results

Microsoft Copilot trend analysis

Step 5: Get Visuals by inserting prompts

Data Analysis using Copilot

Step 6: Ask follow up questions with “What if” scenarios

Copilot more prompts

Step 7: Click on the buttons followed up by the answers to get a more detailed response

Ask Copilot questions

Step 8: Click on “Keep it”, and confirm your satisfaction with the results

Copilot Data analysis results

How to Use Microsoft Copilot in Microsoft PowerPoint

Use Microsoft Copilot in PowerPoint to speed up the preparation of your presentations. You can easily create compelling slides, edit your material, and give effective presentations using Copilot's intelligent suggestions and prompts.

Here’s how:

Step 1: Open PowerPoint Presentation

Step 2: Go to Copilot for Presentation

Microsoft Powerpoint

Step 3: Link any document to translate any document from Word to Presentation

Microsoft Powerpoint Link document

Step 4:  Add prompts to make changes the presentation

Microsoft Copilot Draft presentation

Step 5: Review your presentation and add visuals, animations, or designs

Review AI generated presentation

Step 6: Scroll down to find customized speaker notes

Customized speaker notes

How to Use Microsoft Copilot in Microsoft Outlook

Microsoft Copilot in Outlook, the popular email and productivity tool. With Copilot, you can enhance your email composition process by receiving intelligent suggestions for writing, formatting, and even replying to messages.Learn how to manage emails with the help of mIcrosoft Copilot:

Step 1: Open Outlook Mail

Microsoft Outlook

Step 2: Click on “Start Catchup” to triage your inbox

Microsoft Copilot start catchup feature

Step 3: Go through all the emails according the priority

Microsoft Copilot email go through

Step 4: Use Outlook on the go by using it on the Mobile

Microsoft Outlook integrated with Copilot on Mobile

Step 5: Insert prompts to summarize email threads, draft replies, edit, and get customized responses for your inserted documents

Microsoft Outlook mobile insert prompts

How to Use Microsoft Copilot in Microsoft Teams

Microsoft Copilot brings its intelligent assistance to Microsoft Teams, making collaboration and communication even more efficient. By seamlessly integrating with Teams, Copilot offers real-time suggestions and prompts during meetings and conversations, helping users with tasks like generating meeting agendas, providing relevant information, and improving the overall flow of discussions.

During Team Meetings

Step 1: Open Copilot for Teams and insert prompts to get a summary of the meeting during the meeting

Microsoft Copilot for teams

Step 2: As meeting progress check in where the participants stand on certain discussion topics

Microsoft Copilot features

Step 3: Insert suggested prompt to get what problems remain unresolved

Using prompts to identify unsolved problems

After Team Meetings:

Step 1:  Open Teams and join the conference by clicking on the “Follow” button

Join conference using follow button

Step 2: Get a notifications in Team for a recap of the conference discussion after the meeting

Conference recap by Copilot

Step 3: Ask Copilot detailed questions related to the meeting and get a summary and notes of the discussions

Copilot generated meeting summary and notes

Step 4:  Insert prompts to get personalized discussion notes that only concern you

Copilot generated personalized meeting notes

Step 5: Ask detailed questions and get a responses with citations from the transcript and context to the discussions

Question Copilot regarding meetings and conferences

Business Chat:

Step 1: Open Teams chat with Copilot to get all the information related to your meetings. Copilot works across your calendar, emails, chats, and documents.

Copilot with business chats

Step 2: Get a personalized summary to the discussions with links

Copilot personalized summary with links

Step 3: Hover over the links to verify the sources linked

Verify links

Step 4: Insert prompts to help you prepare for further meetings

Prepare for future meetings with Copilot assistance

How to Use Microsoft Copilot in Power Automate

Use Microsoft Copilot with Power Automate to automate repetitive operations and optimize your productivity. You can simply construct efficient and successful processes using Copilot's intelligent suggestions and prompts, saving time and effort.

Step 1: Access Power Automate and log in to your account.

Step 2: Begin describing your automation scenario, and as you type, Microsoft Copilot provides AI-generated suggested flow descriptions to assist you.

Step 3: Alternatively, you can choose the "Create > Describe it" option to design your flow with Copilot

Copilot Create a flow

Step 4: Select a suggestion or utilize the scenario created in step 1.

Step 5: Proceed to the next step to accept the flow generated by Copilot.

Step 6: Review and configure the connected apps and services associated with your flow, and then proceed to the next step.

Step 7: Finalize your flow by configuring the required settings, and select "Create flow" to complete the process

Copilot custom flow preview

Step 8: Consult the right panel for guidance and follow Copilot's suggestions to complete the flow setup or make necessary edits.

Step 9: Once your flow is fully designed, save it to ensure its preservation for future use.

Step 10: Users can verify its functionality, it is recommended to test the flow by selecting the "Test" option located in the upper-right corner.

How to Use Microsoft Copilot in Windows 11

Microsoft Copilot in Windows 11 streamlines your workflow and boosts productivity. With its intelligent assistance and prompt suggestions, Copilot simplifies tasks such as writing, summarizing, and generating content, making your experience with Windows 11 even more efficient and seamless.

Step 1: Open Copilot from the Taskbar

Copilot icon on Taskbar

Step 2:  Copilot will open from the right allowing you to insert prompts and commands to work within the Microsoft Office tools

Copilot Window

Step 3: Insert prompts in detail

Copilot’s Prompt Field

Step 4:  Personalize your copilot by changing Themes and Focus Sessions

Copilot Window

Step 5: Users can also change their themes to Light or Dark

Dark Theme for Copilot

Step 6: Drag and drop documents and give further directions for example, summarize, explain, send, etc.

Document in Copilot’s Prompt Field

Step 7: Create a personalized logo using Copilot integrated MS Adobe Express

Copilot integrated Adobe Express

Step 8: Send logo across Teams chat

Copilot’s Promt Field

Is Microsoft Copilot Available to Download and Install?

Microsoft Copilot is currently in beta testing and is not yet available for general customers. While the Microsoft Copilot release date for the general public is yet to be determined, Microsoft has stated that it will be accessible in the near future.

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10 Good Examples of Microsoft Copilot Prompt (Ready to Use)

  1. "Please provide a brief summary of the main points covered in the presentation."

  2. "Generate an engaging introduction for the upcoming team meeting."

  3. "Suggest persuasive language to use in a sales pitch for our new product."

  4. "Assist in crafting a compelling conclusion for the project proposal."

  5. "Generate a concise and impactful mission statement for the company."

  6. "Help summarize the key findings from the market research report."

  7. "Provide suggestions for improving the clarity and structure of a technical document."

  8. "Assist in creating an attention-grabbing headline for the marketing campaign."

  9. "Generate a professional email response to a customer inquiry."

  10. "Suggest key talking points for an important business presentation."

WPS AI - A Powerful Office Tool

WPS AI offers a variety of features and functionalities that can revolutionize the way you work with office documents thanks to its superior artificial intelligence capabilities. WPS AI in WPS  Office enables you to easily generate high-quality, well-structured documents, from content generation and text summaries to paraphrasing and proofreading.

Discover the power of WPS AI and boost your workplace efficiency.

WPS AI

Features

Content Generator:.WPS AI simplifies content creation by offering an intelligent content generator for detailed plans, including objectives, timelines, locations, attendees, and agendas.

Text Summarizer:.WPS AI effectively summarizes complex texts, condensing lengthy documents into concise versions, eliminating information overload and simplifying content comprehension.

Paraphrase: WPS AI paraphrasing tool provides fresh perspectives on text, preserving original meaning, enhancing clarity, preventing plagiarism, and enhancing ideas' shine.

Proofreading: WPS AI's proofreader confidently addresses grammar, spelling, and punctuation errors, ensuring polished, error-free written work.

Research Assistant: WPS AI aids research by providing access to credible information and data, supporting endeavors with relevant knowledge.

Insight and Inquiry: Discover hidden insights in PDF files with WPS AI, generating concise summaries and answering questions for deeper comprehension and understanding.

Pros

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How to Download WPS AI?

Step 1: Visit the WPS AI website using your preferred browser.

Step 2: Scroll down and sign up for the waitlist to gain early access.

WPS AI registration

Step 3: Complete the registration form, and upon acceptance, you will receive an official email from WPS AI..

WPS AI Registration complete window

Step 4: Follow the instructions provided in the email to download and install WPS AI on your system.

Step 5: Once installed, launch WPS AI on your system to access its powerful features.

WPS AI interface

FAQs about Microsoft Copilot  

Q1. Is Microsoft Copilot Free?

It is free on Windows 11 Copilot, for Microsoft 365, Power BI or other, it is a premium feature and the pricing is not announced yet

Q2. Is Microsoft Copilot Available in Office 2021?

No, Microsoft Copilot is not available in Office 2021. Copilot will only be available for the higher-priced Microsoft 365, and Microsoft 365 software

Q3. Can I Use Microsoft Copilot Offline?

Copilot is still under development and is currently being tested with a small group of users. Currently, Copilot requires access to Azure services and cannot work without an internet connection. However, there is no conclusive statement from Microsoft regarding whether Copilot will have an offline version

Q4. When will Microsoft Copilot Release?

While the exact release date for Copilot to the general public remains unconfirmed, Microsoft has indicated that it will be available in the “coming months”

Unleashing the Power of Microsoft Copilot: Boosting Productivity with AI Assistance

Microsoft AI Copilot is a powerful AI tool that enhances productivity in various Microsoft applications. Whether you're using Word, Excel, PowerPoint, Outlook, Teams, or Power Automate, Copilot provides valuable assistance. Follow the step-by-step instructions provided in the article to leverage Copilot's capabilities and streamline your workflow.

Additionally, consider exploring WPS AI, another robust office tool that offers advanced features to further optimize your productivity. Unlock the potential of AI with WPS AI. Register for WPS AI early bird access and allow AI to assist you with your tasks.

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