How to Get Started with your new Copilot for Microsoft 365 License

Congratulations with purchasing Copilot for Microsoft 365!

In order to activate this license for a particular user, follow below steps:

Go to https://portal.office.com
Go to Users and find your user:

Find the user , click on it and go to the license tab and add the license:


After that , Copilot will be installed, and in about 30 mins or so you will have the copilot button in Office.com:


When you click on it you will go to the Copilot chat where you can ask questions to the Microsoft Copilot AI:


Besides the Copilot Chat, your Word/PowerPoint/Excel and Outlook also have a new Copilot button:


Here is an example of how to use Copilot in Word:

Accessing Copilot on Microsoft 365 Apps

Microsoft Copilot is already integrated into Microsoft 365 apps for some users. However, if you haven’t been able to access the features yet, you may need to update your Microsoft applications.

Once updated, you can switch Copilot in any Microsoft 365 apps mentioned above. Just look for the Copilot icon, usually in the ribbon menu for your app.

Updating Microsoft 365 Office apps is a straightforward process, and it can usually be done directly through the applications themselves. Here's a general guide on how to update these apps:

Open an Office Application: Start by opening any Office application like Word, Excel, or PowerPoint.

Access Account Information: Once the application is open, go to the "File" menu, which is typically located in the top left corner of the window. Then, select "Account" or "Office Account" from the list on the left side of the window.



Check for Updates: In the Account section, you should see an area labeled "Product Information" or similar. Here, look for an option that says “Update Options” or "Office Updates." Click on it to reveal a drop-down menu.
Choose to Update: From the drop-down menu, select “Update Now” or “Enable Updates” if updates are not set to be installed automatically. If you choose “Enable Updates,” the Office suite will automatically check for and install updates when they are available.


Wait for the Update to Complete: Once you select to update, the application will begin checking for and installing any available updates. This process may take some time, depending on the size of the update and the speed of your internet connection.
Restart the Application: After the update is complete, you may need to restart the application or your computer for the updates to take effect fully.

For more info on how to use Copilot, we recommend to read the following: Microsoft Copilot help & learning

If you want to learn more on how to work with copilot prompts, visit the Copilot Lab.

Updated on: 01/25/2024