WEBVTT

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Welcome to Everyday AI Tips, where I'll show

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you how to use Microsoft Copilot to get your

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time back and make work less painful. If you

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work at a company or run a small business, there

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are only two versions of Copilot that you need

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to know about, free and paid. Today, I'll show

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you which one you have and exactly where you

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can access it. Each episode builds on the last

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and over time, you'll become a Copilot master.

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My name is Shervin Shafi and I work at Microsoft

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as a Copilot Principal Engineer. Welcome to collaboration.

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simplified now let's get started so one of the

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most common questions I get after posting a video

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are questions and comments like hey sure if I

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don't see what you're showing or I'm not able

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to access this feature and this could be because

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of many reasons including the type of license

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that you have for copilot or other reasons and

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To cut to the chase here, the easiest thing you

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can do to figure out what kind of license you

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have is if you bring up your Microsoft 365 Copilot

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app, and I'll show you how to get it if you don't

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have it, you basically will see this work and

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web tab if you have the full M365 Copilot license.

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If you see that, you're golden, you have all

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the features that we're talking about, but there

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can be an exception there. And that exception

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is that... We have this concept of rings at Microsoft,

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and I'm going to bring up this old article from

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August of 2015 that talks about rings. And when

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I scroll down a little bit, it talks about all

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these different rings that Microsoft has, including

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ring zero, ring one, ring two, ring three, and

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ring four. And the idea here is that as Microsoft

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starts developing software, making features and

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updates, it starts with ring zero, it passes

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it on to internal teams of Microsoft to do some

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testing, eventually makes it all the way to ring

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four, which is also known as GA or generally

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available. And that's when you start seeing it.

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So this article kind of talks about that a little

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bit. But there's also something else with Copilot,

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we have something called the frontier program.

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And sometimes when you see a feature, it has

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parentheses Frontier around it. And that's explained

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in this article, which basically says that this

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Frontier program is Microsoft latest AI innovations

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through an early access program. So it's kind

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of a beta channel, if you will. I'm just calling

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it that for these co -pilot features. So between

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Rings and the Frontier program and... Also the

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license that you have you may or may not see

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features. Sometimes you just have to be a little

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bit patient The other thing that I'll show you

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is we do have a Microsoft 365 roadmap When you

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go to this site, it's a public site. You can

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type in whatever you want I just put in Microsoft

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365 Copilot here and then you can see here that

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we have the concept of in development There's

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265 features for M365 Copilot rolling out and

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also launch so Depending on the feature, you

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can always go ahead and search for it here in

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the roadmap and see when is it coming out? What

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stage is it in? And for each of these, you can

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select it and it'll give you some information

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about it and so on. But if you're still curious,

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the details of the licensing, what you can do

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is open up a browser and type in Microsoft 365

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Copilot. And the very first link that I see is

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basically this M365 Copilot site. that talks

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about you know how it works and our plans and

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pricing and all that kind of good stuff so here

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when i select plans and pricing there is information

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about individual plans business plans enterprise

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plans and then copilot studio copilot studio

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will skip for another day in the future but pretty

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much every single time that i talk about copilot

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i'm talking about these enterprise plans because

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my customers are larger customers and this applies

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to companies that have more than 300 employees

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because up to 300 you can have a business plan

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but beyond 300 you have to have an enterprise

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plan and so here when you select enterprise you

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can see that there is a section here for existing

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customers and new customers so depending on the

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type of customer that you are this one is selecting

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existing you either have a license called m365

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copilot chat that just comes included with your

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license and that doesn't have all the bells and

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whistles of copilot but there's no additional

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cost but if your company is really nice and is

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paying for the full license this 30 list price

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one you get all the bells and whistles and all

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the features of copilot and if you scroll down

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there's some information comparing the two of

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them together with respect to what the included

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one sometimes they call that the free one has

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versus the paid one so that's on the enterprise

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side but you can always select business plans

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and see what kind of options you have up to 300

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users for small businesses so this one again

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it shows the m365 copilot chat but also the business

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copilot and when you scroll down it shows you

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the differences in the features between the two

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of them now again i don't talk about business

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i talk about enterprise but just as a heads up

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if you are under 300 users you could have a business

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co -pilot license and then there's also individual

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plans which i also don't talk about but if you

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have an individual license with microsoft 365

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personal or 365 family there's a co -pilot capabilities

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there that it talks about what those are in this

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section so again most businesses that are over

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300 have the enterprise, and if you have this

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M365 copilot license, then when you open up your

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copilot M365 app, you'll see work and web, and

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that's a clear indication that you have the full

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license and have all the features and benefits

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of that. So that's how you know what kind of

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license you have and the behind the scenes of

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the rings and the frontier program and all that

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stuff to take into account as well. okay so with

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all that boring but important licensing stuff

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out of the way let's now move into where do you

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actually go to access copilot there's a lot of

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different places there's the m365 copilot app

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copilot inside all the applications i'll show

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you everything step by step so if we go back

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to that site that we looked at and i'm going

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to drop all these links in the comments so that

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you can basically look at them and i'll pin it

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is if you look on the top right of this site

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it says download the app and when you select

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that it basically opens up this microsoft copilot

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store that you can open up and then if you don't

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have the app i have it you'll be able to download

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it or you can just open it since i have it now

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that's how you can get the m365 copilot app and

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by the way from this point on every time i talk

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about copilot i'm talking about that 30 Microsoft

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365 copilot license for enterprise users so if

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there's any change I'll let you know but that's

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what I'll always be talking about from this point

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on now that's one way of getting it but I'll

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drop this in the pinned comment as well there's

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also a link you can go to and you can download

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the m365 copilot app you can just download it

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for windows and with this link if you just open

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it up on a mac You can also download that app

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on the Mac. So it just changes for Windows or

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app because it recognizes your platform. So that's

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another way of being able to get the app. But

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a super easy way to get to the M365 Copilot app

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is just open up a browser and type in m365copilot

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.com. And that is all you need to do. to get

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to the app now we would be remiss if we didn't

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mention how to access copilot from your mobile

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device so in this case i have my iphone up and

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you can always download the m365 copilot app

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from the app store so here when i select it i

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can basically go ahead and ask copilot all my

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questions here by just typing whatever question

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i have and also if i select the top left hand

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side you can see that i can chat my agents conversations

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everything shows up here as well so that's the

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M365 Copilot app from a mobile device. You can

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also access Copilot from Outlook. You can see

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the Copilot logo that pops up here on the bottom.

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You can ask it questions like triaging my inbox

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and voice catch up and so on. So Copilot shows

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up in a lot of different places, not just from

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your desktop, but also your mobile device as

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well. The other thing you can do is if you just

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select your search bar in Windows, This is a

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way of accessing the M365 Copilot app. So if

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I just select that, it'll open it up. And this

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is the application that you could have downloaded.

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Now, if I close this and we're looking at the

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browser now and I go back to the search bar,

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just remember that if you right click on it,

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you can actually pin it to your taskbar or unpin

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it. And for me, on the bottom in the taskbar,

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it shows up right here. So it's super easy for

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me to always access Copilot straight from the

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taskbar. And here I can select it and unpin it.

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But obviously I want it there all the time. So

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different ways from the browser, from the link

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that you can download and then pin it to your

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taskbar and so on. Now we're looking at the Copilot

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app. And what I'll show you next is that you

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can also access Copilot in all the applications.

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So on the left hand side. you'll see this section

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called Apps. And this allows you to open up all

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your different applications, at least the common

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ones show up here, like Outlook and Teams and

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Word and Excel and PowerPoint. So we'll just

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look at a few real quick here. I'm going to go

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ahead and select Word. And Copilot lives. inside

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every application as well so with word if i just

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select create a blank document you can see multiple

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places of accessing copilot right here like for

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example along the top it says describe what you'd

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like to draft with copilot so that's one place

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but also up along the top there's a copilot icon

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so whether you select this or whether you select

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that there's different ways of accessing copilot

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and again in a different way from an icon perspective

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this is kind of like the work and the web that

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basically lets you know that you have the m365

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copilot default license so that's word now let's

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look at a couple of other examples as well going

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back to the m365 copilot app and now let's open

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up excel so i'm going to select create a blank

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document So here, the main way of accessing Copilot

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is right here, Copilot. And I'm just going to

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select that and I can click on Copilot chat,

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for example. And here I can give it instructions

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of what I want it to do. We'll cover this in

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a lot more detail, but this is a very simple

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way of accessing Copilot inside Excel. You can

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always right click and access Copilot suggestions

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like show me an interesting insight, suggest

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a formula. If you have data, then obviously these

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things make sense. So different ways of accessing

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Copilot by either right -clicking, clicking chat

00:11:34.970 --> 00:11:37.710
with Copilot, which opens up that section on

00:11:37.710 --> 00:11:39.909
the right -hand side, or going to the Copilot

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icon inside Excel. Another main application that

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everyone uses is Outlook, of course. So when

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I select Outlook and we fire that up, you can

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find Copilot in a bunch of different places.

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For example, on the left hand side here there's

00:11:55.779 --> 00:11:58.779
a copilot icon and also on the right hand side

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here there's a copilot icon and you can select

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the drop down and draft or chat with copilot

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and you'll get this familiar interface as you

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do inside excel and word in terms of how copilot

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looks and copilot because it's context sensitive

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if i select new email and i just go to the drafting

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section you can see that it says draft with copilot

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where i select alt i and then i can tell it what

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kind of email that i want to create and how i

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want it done we'll be covering this in more detail

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in the future let's look at one more example

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here so back to the m365 copilot app opening

00:12:36.899 --> 00:12:40.399
up applications Let's look at Teams. Now a lot

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of people use Teams for meetings, Teams for chat,

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for channels. So Teams get used all the time

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in a lot of different ways. So in that respect,

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there's a lot of different ways of accessing

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Copilot depending on what you're doing inside

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Teams. So here Teams opened up for me. And one

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thing I want to show you real quick, which is

00:12:58.600 --> 00:13:02.070
kind of interesting. is if you look on the left

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-hand side of Teams, you'll see like your chat

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and your calendar and your calls, all that's

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kind of good stuff. And then if you select these

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three dots here, you have some additional stuff

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that you can select, but you can also type in

00:13:15.090 --> 00:13:18.929
Copilot in here. And then you can get the Copilot

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app, which when I selected, now Copilot shows

00:13:22.990 --> 00:13:27.690
up as an application inside Teams. and it's very

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much the same look and feel as having the m365

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copilot app i can click this expand navigation

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and you'll see the same feature set more or less

00:13:38.710 --> 00:13:42.009
and so this is another way of accessing copilot

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inside teams and i can right click it and i can

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unpin it or i can leave it pinned just so many

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different ways of accessing copilot now you can

00:13:51.529 --> 00:13:55.779
also access copilot from inside chats so If I

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go to chat and I have a chat here with Albert

00:13:58.659 --> 00:14:01.659
Einstein, you can see that there's a copilot

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icon right here. And when you select that, you

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can access copilot with respect to things that

00:14:07.539 --> 00:14:10.120
are happening inside this chat. You can also

00:14:10.120 --> 00:14:13.879
access copilot inside channels. So just always

00:14:13.879 --> 00:14:17.750
be on the lookout for the copilot icon. and then

00:14:17.750 --> 00:14:20.309
you'll be able to interact with it and it's basically

00:14:20.309 --> 00:14:22.669
context sensitive so depending on the application

00:14:22.669 --> 00:14:27.230
you're in word excel powerpoint teams the functionality

00:14:27.230 --> 00:14:29.629
and the behavior changes but just look for that

00:14:29.629 --> 00:14:32.629
logo and one last one that i'll show going back

00:14:32.629 --> 00:14:36.970
to the m365 copilot app and selecting apps is

00:14:36.970 --> 00:14:40.909
powerpoint because word excel powerpoint outlook

00:14:40.909 --> 00:14:43.950
and teams are the main ones and here i'm just

00:14:43.950 --> 00:14:47.389
going to click on create a new presentation and

00:14:47.389 --> 00:14:50.429
right away when powerpoint opens up now recall

00:14:50.429 --> 00:14:52.769
that these are all happening from a web browser

00:14:52.769 --> 00:14:55.370
right so from a web browser these are the web

00:14:55.370 --> 00:14:57.529
versions of all these applications you could

00:14:57.529 --> 00:14:59.950
also have them installed on your machine it should

00:14:59.950 --> 00:15:02.309
be the same behavior in terms of accessing copilot

00:15:02.309 --> 00:15:06.090
so right away i get this icon here these like

00:15:06.090 --> 00:15:08.659
shooting stars i guess and You can create a new

00:15:08.659 --> 00:15:13.159
presentation from a file or just by words. And

00:15:13.159 --> 00:15:15.100
if I select that, I can create a new presentation.

00:15:15.340 --> 00:15:18.259
We'll go into this in the future. But you'll

00:15:18.259 --> 00:15:22.139
also see the Copilot logo. If you select Home,

00:15:22.360 --> 00:15:25.019
you'll see Copilot right here. So this is another

00:15:25.019 --> 00:15:28.100
way of accessing Copilot from a PowerPoint perspective.

00:15:28.539 --> 00:15:32.139
So essentially, we covered where to find Copilot

00:15:32.139 --> 00:15:35.080
in Outlook, Teams, Word, Excel, and PowerPoint.

00:15:35.870 --> 00:15:38.809
But you can also find Copilot inside OneDrive

00:15:38.809 --> 00:15:42.490
and SharePoint. Just look for that logo and always

00:15:42.490 --> 00:15:46.429
start from the M365 Copilot app, whether it's

00:15:46.429 --> 00:15:49.409
from the web or that you've downloaded. So I

00:15:49.409 --> 00:15:52.029
hope you found this useful. We covered the types

00:15:52.029 --> 00:15:54.549
of licenses. We covered how to access Copilot,

00:15:54.610 --> 00:15:57.090
how to download the application. Really all the

00:15:57.090 --> 00:16:01.110
basics to get us going for more advanced work

00:16:01.110 --> 00:16:03.710
that we're going to be doing in future videos.

00:16:04.570 --> 00:16:07.049
In the next video, I'm going to cover the M365

00:16:07.049 --> 00:16:10.250
Copilot app that we looked at briefly, which

00:16:10.250 --> 00:16:12.009
is here, but I'm going to go over all the different

00:16:12.009 --> 00:16:14.950
functionality of it in a lot more detail. Thank

00:16:14.950 --> 00:16:16.990
you very much for watching. I always appreciate

00:16:16.990 --> 00:16:19.429
your support. Make sure to give this video a

00:16:19.429 --> 00:16:22.830
like. Subscribe if you want to watch the additional

00:16:22.830 --> 00:16:25.730
content. There's plenty of existing videos, and

00:16:25.730 --> 00:16:27.350
I'll catch you on the next one.
