Welcome to Everyday AI Tips, where I'll show
you how to use Microsoft Copilot to get your
time back and make work less painful. If you
work at a company or run a small business, there
are only two versions of Copilot that you need
to know about, free and paid. Today, I'll show
you which one you have and exactly where you
can access it. Each episode builds on the last
and over time, you'll become a Copilot master.
My name is Shervin Shafi and I work at Microsoft
as a Copilot Principal Engineer. Welcome to collaboration.
simplified now let's get started so one of the
most common questions I get after posting a video
are questions and comments like hey sure if I
don't see what you're showing or I'm not able
to access this feature and this could be because
of many reasons including the type of license
that you have for copilot or other reasons and
To cut to the chase here, the easiest thing you
can do to figure out what kind of license you
have is if you bring up your Microsoft 365 Copilot
app, and I'll show you how to get it if you don't
have it, you basically will see this work and
web tab if you have the full M365 Copilot license.
If you see that, you're golden, you have all
the features that we're talking about, but there
can be an exception there. And that exception
is that... We have this concept of rings at Microsoft,
and I'm going to bring up this old article from
August of 2015 that talks about rings. And when
I scroll down a little bit, it talks about all
these different rings that Microsoft has, including
ring zero, ring one, ring two, ring three, and
ring four. And the idea here is that as Microsoft
starts developing software, making features and
updates, it starts with ring zero, it passes
it on to internal teams of Microsoft to do some
testing, eventually makes it all the way to ring
four, which is also known as GA or generally
available. And that's when you start seeing it.
So this article kind of talks about that a little
bit. But there's also something else with Copilot,
we have something called the frontier program.
And sometimes when you see a feature, it has
parentheses Frontier around it. And that's explained
in this article, which basically says that this
Frontier program is Microsoft latest AI innovations
through an early access program. So it's kind
of a beta channel, if you will. I'm just calling
it that for these co -pilot features. So between
Rings and the Frontier program and... Also the
license that you have you may or may not see
features. Sometimes you just have to be a little
bit patient The other thing that I'll show you
is we do have a Microsoft 365 roadmap When you
go to this site, it's a public site. You can
type in whatever you want I just put in Microsoft
365 Copilot here and then you can see here that
we have the concept of in development There's
265 features for M365 Copilot rolling out and
also launch so Depending on the feature, you
can always go ahead and search for it here in
the roadmap and see when is it coming out? What
stage is it in? And for each of these, you can
select it and it'll give you some information
about it and so on. But if you're still curious,
the details of the licensing, what you can do
is open up a browser and type in Microsoft 365
Copilot. And the very first link that I see is
basically this M365 Copilot site. that talks
about you know how it works and our plans and
pricing and all that kind of good stuff so here
when i select plans and pricing there is information
about individual plans business plans enterprise
plans and then copilot studio copilot studio
will skip for another day in the future but pretty
much every single time that i talk about copilot
i'm talking about these enterprise plans because
my customers are larger customers and this applies
to companies that have more than 300 employees
because up to 300 you can have a business plan
but beyond 300 you have to have an enterprise
plan and so here when you select enterprise you
can see that there is a section here for existing
customers and new customers so depending on the
type of customer that you are this one is selecting
existing you either have a license called m365
copilot chat that just comes included with your
license and that doesn't have all the bells and
whistles of copilot but there's no additional
cost but if your company is really nice and is
paying for the full license this 30 list price
one you get all the bells and whistles and all
the features of copilot and if you scroll down
there's some information comparing the two of
them together with respect to what the included
one sometimes they call that the free one has
versus the paid one so that's on the enterprise
side but you can always select business plans
and see what kind of options you have up to 300
users for small businesses so this one again
it shows the m365 copilot chat but also the business
copilot and when you scroll down it shows you
the differences in the features between the two
of them now again i don't talk about business
i talk about enterprise but just as a heads up
if you are under 300 users you could have a business
co -pilot license and then there's also individual
plans which i also don't talk about but if you
have an individual license with microsoft 365
personal or 365 family there's a co -pilot capabilities
there that it talks about what those are in this
section so again most businesses that are over
300 have the enterprise, and if you have this
M365 copilot license, then when you open up your
copilot M365 app, you'll see work and web, and
that's a clear indication that you have the full
license and have all the features and benefits
of that. So that's how you know what kind of
license you have and the behind the scenes of
the rings and the frontier program and all that
stuff to take into account as well. okay so with
all that boring but important licensing stuff
out of the way let's now move into where do you
actually go to access copilot there's a lot of
different places there's the m365 copilot app
copilot inside all the applications i'll show
you everything step by step so if we go back
to that site that we looked at and i'm going
to drop all these links in the comments so that
you can basically look at them and i'll pin it
is if you look on the top right of this site
it says download the app and when you select
that it basically opens up this microsoft copilot
store that you can open up and then if you don't
have the app i have it you'll be able to download
it or you can just open it since i have it now
that's how you can get the m365 copilot app and
by the way from this point on every time i talk
about copilot i'm talking about that 30 Microsoft
365 copilot license for enterprise users so if
there's any change I'll let you know but that's
what I'll always be talking about from this point
on now that's one way of getting it but I'll
drop this in the pinned comment as well there's
also a link you can go to and you can download
the m365 copilot app you can just download it
for windows and with this link if you just open
it up on a mac You can also download that app
on the Mac. So it just changes for Windows or
app because it recognizes your platform. So that's
another way of being able to get the app. But
a super easy way to get to the M365 Copilot app
is just open up a browser and type in m365copilot
.com. And that is all you need to do. to get
to the app now we would be remiss if we didn't
mention how to access copilot from your mobile
device so in this case i have my iphone up and
you can always download the m365 copilot app
from the app store so here when i select it i
can basically go ahead and ask copilot all my
questions here by just typing whatever question
i have and also if i select the top left hand
side you can see that i can chat my agents conversations
everything shows up here as well so that's the
M365 Copilot app from a mobile device. You can
also access Copilot from Outlook. You can see
the Copilot logo that pops up here on the bottom.
You can ask it questions like triaging my inbox
and voice catch up and so on. So Copilot shows
up in a lot of different places, not just from
your desktop, but also your mobile device as
well. The other thing you can do is if you just
select your search bar in Windows, This is a
way of accessing the M365 Copilot app. So if
I just select that, it'll open it up. And this
is the application that you could have downloaded.
Now, if I close this and we're looking at the
browser now and I go back to the search bar,
just remember that if you right click on it,
you can actually pin it to your taskbar or unpin
it. And for me, on the bottom in the taskbar,
it shows up right here. So it's super easy for
me to always access Copilot straight from the
taskbar. And here I can select it and unpin it.
But obviously I want it there all the time. So
different ways from the browser, from the link
that you can download and then pin it to your
taskbar and so on. Now we're looking at the Copilot
app. And what I'll show you next is that you
can also access Copilot in all the applications.
So on the left hand side. you'll see this section
called Apps. And this allows you to open up all
your different applications, at least the common
ones show up here, like Outlook and Teams and
Word and Excel and PowerPoint. So we'll just
look at a few real quick here. I'm going to go
ahead and select Word. And Copilot lives. inside
every application as well so with word if i just
select create a blank document you can see multiple
places of accessing copilot right here like for
example along the top it says describe what you'd
like to draft with copilot so that's one place
but also up along the top there's a copilot icon
so whether you select this or whether you select
that there's different ways of accessing copilot
and again in a different way from an icon perspective
this is kind of like the work and the web that
basically lets you know that you have the m365
copilot default license so that's word now let's
look at a couple of other examples as well going
back to the m365 copilot app and now let's open
up excel so i'm going to select create a blank
document So here, the main way of accessing Copilot
is right here, Copilot. And I'm just going to
select that and I can click on Copilot chat,
for example. And here I can give it instructions
of what I want it to do. We'll cover this in
a lot more detail, but this is a very simple
way of accessing Copilot inside Excel. You can
always right click and access Copilot suggestions
like show me an interesting insight, suggest
a formula. If you have data, then obviously these
things make sense. So different ways of accessing
Copilot by either right -clicking, clicking chat
with Copilot, which opens up that section on
the right -hand side, or going to the Copilot
icon inside Excel. Another main application that
everyone uses is Outlook, of course. So when
I select Outlook and we fire that up, you can
find Copilot in a bunch of different places.
For example, on the left hand side here there's
a copilot icon and also on the right hand side
here there's a copilot icon and you can select
the drop down and draft or chat with copilot
and you'll get this familiar interface as you
do inside excel and word in terms of how copilot
looks and copilot because it's context sensitive
if i select new email and i just go to the drafting
section you can see that it says draft with copilot
where i select alt i and then i can tell it what
kind of email that i want to create and how i
want it done we'll be covering this in more detail
in the future let's look at one more example
here so back to the m365 copilot app opening
up applications Let's look at Teams. Now a lot
of people use Teams for meetings, Teams for chat,
for channels. So Teams get used all the time
in a lot of different ways. So in that respect,
there's a lot of different ways of accessing
Copilot depending on what you're doing inside
Teams. So here Teams opened up for me. And one
thing I want to show you real quick, which is
kind of interesting. is if you look on the left
-hand side of Teams, you'll see like your chat
and your calendar and your calls, all that's
kind of good stuff. And then if you select these
three dots here, you have some additional stuff
that you can select, but you can also type in
Copilot in here. And then you can get the Copilot
app, which when I selected, now Copilot shows
up as an application inside Teams. and it's very
much the same look and feel as having the m365
copilot app i can click this expand navigation
and you'll see the same feature set more or less
and so this is another way of accessing copilot
inside teams and i can right click it and i can
unpin it or i can leave it pinned just so many
different ways of accessing copilot now you can
also access copilot from inside chats so If I
go to chat and I have a chat here with Albert
Einstein, you can see that there's a copilot
icon right here. And when you select that, you
can access copilot with respect to things that
are happening inside this chat. You can also
access copilot inside channels. So just always
be on the lookout for the copilot icon. and then
you'll be able to interact with it and it's basically
context sensitive so depending on the application
you're in word excel powerpoint teams the functionality
and the behavior changes but just look for that
logo and one last one that i'll show going back
to the m365 copilot app and selecting apps is
powerpoint because word excel powerpoint outlook
and teams are the main ones and here i'm just
going to click on create a new presentation and
right away when powerpoint opens up now recall
that these are all happening from a web browser
right so from a web browser these are the web
versions of all these applications you could
also have them installed on your machine it should
be the same behavior in terms of accessing copilot
so right away i get this icon here these like
shooting stars i guess and You can create a new
presentation from a file or just by words. And
if I select that, I can create a new presentation.
We'll go into this in the future. But you'll
also see the Copilot logo. If you select Home,
you'll see Copilot right here. So this is another
way of accessing Copilot from a PowerPoint perspective.
So essentially, we covered where to find Copilot
in Outlook, Teams, Word, Excel, and PowerPoint.
But you can also find Copilot inside OneDrive
and SharePoint. Just look for that logo and always
start from the M365 Copilot app, whether it's
from the web or that you've downloaded. So I
hope you found this useful. We covered the types
of licenses. We covered how to access Copilot,
how to download the application. Really all the
basics to get us going for more advanced work
that we're going to be doing in future videos.
In the next video, I'm going to cover the M365
Copilot app that we looked at briefly, which
is here, but I'm going to go over all the different
functionality of it in a lot more detail. Thank
you very much for watching. I always appreciate
your support. Make sure to give this video a
like. Subscribe if you want to watch the additional
content. There's plenty of existing videos, and
I'll catch you on the next one.