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Step-by-Step Instructions to Enable Microsoft Copilot for Microsoft 365

Step 1: Ensure You Have the Correct Subscription

  1. Check Your Subscription: Verify that your Microsoft 365 subscription includes Copilot.

  2. Purchase Copilot Licenses: If you don’t have Copilot included, you can purchase licenses through the Microsoft 365 admin center or a Microsoft partner.

Eligible plans typically include Microsoft 365 Business Basic, Business Standard, Business Premium, E3, E5, F1, or F3

Step 2: Update Your Microsoft 365 Apps

  1. Open Any Microsoft 365 App: Launch Word, Excel, PowerPoint, or any other Microsoft 365 app.

  2. Check for Updates: Go to File > Account > Update Options > Update Now.

Ensure all your apps are up-to-date to support Copilot

Step 3: Enable Copilot in Each App

  1. Sign In with the Correct Account: Make sure you’re signed into your Microsoft 365 apps with an account that has a Copilot license

  2. Enable Copilot in Word, Excel, and PowerPoint:

    • Word: Go to Home tab and look for the Copilot button. If it’s not visible, go to File > Options > Add-ins and ensure Copilot is enabled.
    • Excel: Similar to Word, find the Copilot button in the Home tab. If missing, check File > Options > Add-ins.
    • PowerPoint: Look for Copilot in the Home tab.

  3. Enable Copilot in Teams:

    • Open Microsoft Teams and go to Settings.
    • Navigate to Apps and ensure Copilot is enabled.

Step 4: Refresh Your License

  1. Force a License Refresh:

    • In any Microsoft 365 app, go to File > Account.
    • Select Update License.
    • Close and restart all Microsoft 365 apps to apply the license refresh

Step 5: Verify Copilot is Active

  1. Check for Copilot Features: Open any supported app and look for Copilot features in the Home tab or relevant sections.

  2. Test Copilot: Try using a Copilot feature, such as generating a summary in Word or analyzing data in Excel, to ensure it’s working correctly.

By following these steps, you should be able to enable and start using Microsoft Copilot across your Microsoft 365 apps.

If you encounter any issues, make sure to check your subscription and app updates, and consult the Microsoft support documentation for further assistance