Use Microsoft 365 Copilot in Office apps - Microsoft Copilot Tutorial

- [Instructor] In another video, we saw that you can sign into Copilot with a Microsoft 365 account managed by your organization to enable enterprise data protection. But there is one more higher tier option for people in an organization. Your company, school, or government agency can purchase the Microsoft 365 Copilot license for you and your teammates. This subscription enables several additional Copilot tools and features. But the two big features that we will focus on for now are Business Chat and the ability to use Copilot inside of Office applications like Word, Excel, Outlook, PowerPoint, and Teams. For a work or school account, you can go to Microsoft365.com/chat. I have an account assigned to me by my company, which has the Microsoft 365 Copilot license. So after I've signed in with that, we can work with Copilot here. There's two big differences. First, you do have the option to browse your chat history with Microsoft 365 Copilot. You can show or hide this panel. Next, at the top, there's a toggle switch where you can switch between work and web. If you choose web, this works very similar to what we've seen in this workshop. You can ask questions or make requests, and Copilot can answer using information it finds on the public internet. But if you switch to the work mode, then you can ask questions about your organization. You can ask about your own schedule, your own meetings, or you can ask about your coworkers. You can ask about documents that have been shared with you on OneDrive or SharePoint. This experience is known as Business Chat, and I'll give you an example. In this chat field, I will ask, "which executives are mentioned in the," and then I need to refer to a specific document that's stored on my OneDrive. To refer to a specific person or document, you can type the forward slash key followed by the name of that person or document. And it searches through all of the documents that you have stored or have been shared with you on OneDrive or SharePoint. It found the document I want, so I'll select that and send the question. Copilot gives me an answer, which refers to a secure document that was shared with me by somebody in my organization. I can even ask follow-up questions. I'll ask, "have I ever been in a meeting with any of them?" So now I'm getting information about that shared document along with information about coworkers in my organization and my own email communication. But aside from the Business Chat experience, the Copilot for Microsoft 365 subscription also enables many Copilot features inside of office applications, including Excel, Outlook, PowerPoint, Word and Teams. Just like I showed you in the previous video, you can launch an Office application like Microsoft Word. You can click the account icon in the top right to see that you're signed into the same account. And when I create a new document, I have Copilot tools to help me in that document. Or, I can click the Copilot button in the ribbon to open the Copilot Assistant here in the application. I can ask Copilot to help me write or revise a draft here in Word, or I can ask other questions. But this goes beyond Word, Excel, and PowerPoint. Microsoft Teams is used for communication, file sharing, and online meetings. If you go to the chat section in Microsoft Teams, you can click the Copilot Chat option here. And this lets you use the Business Chat experience right inside of Teams. So I can ask about my last meeting with a specific coworker, and it finds that information from my calendar. Or, if you go to a chat conversation with a real person, you can click the Copilot button in the top right-hand side. So you can ask Copilot for insights about an ongoing chat with a coworker. Also, if you have meetings in Teams, you can record those meetings, and Copilot can summarize or answer questions about any meeting as long as a transcript was recorded for five minutes or more. And if you have the subscription, I recommend you keep an eye out for that Copilot button, which will appear in different places in different Office applications. So the Microsoft 365 Copilot subscription opens up a lot of additional features, not just for the Business Chat experience, but also helpful tools inside of several Office applications.