Step by Step with Microsoft Copilot: A Practical Guide to AI in Microsoft Packages

Microsoft Copilot is a tool that revolutionizes daily work with Microsoft 365 and Windows. In this step-by-step guide, we’ll show you how to start using Copilot, configure it, and maximize its potential in the most popular applications.

Microsoft Copilot
– Your Digital Co-worker

Microsoft Copilot is an intelligent assistant powered by advanced language models (e.g., GPT-4) and Microsoft Graph data. It integrates seamlessly with applications like Word, Excel, PowerPoint, Outlook, and Teams, offering:
  • Automatic content generation
  • Data analysis
  • Assistance in creating presentations
  • Summarization of emails and meetings

How to Access Microsoft Copilot
– Step by Step

Step 1
Check Your Microsoft 365 Subscription

Microsoft Copilot is available within the latest Microsoft 365 plans for both business and individual users. Ensure you have an active subscription; for Personal and Family versions, Copilot features are already integrated.

Step 2
Update Your Applications

Update your Office applications (Word, Excel, PowerPoint, Outlook) to the latest version. New AI features will appear automatically after installing the latest system updates.

Step 3
Sign In and Configure

Zaloguj się na swoje konto Microsoft 365. Po pierwszym uruchomieniu aplikacji możesz zauważyć nową sekcję lub ikonę Copilot. Warto przejść przez krótką konfigurację, która pozwoli dostosować narzędzie do Twoich preferencji (np. ustawić język, personalizować styl odpowiedzi itp.).

Copilot in Your Daily Work

Copilot in MS Word
Creating and Editing Documents

  • Content Generation: Enter a natural language command, such as “Write an introduction for the sales report for the last quarter.” Copilot will prepare a draft that you can modify as needed.

  • Formatting: Ask Copilot to transform text into a bulleted list or table to enhance document readability.

  • Translations: If you work in a multilingual environment, use the translation feature for quick language conversions.

Copilot in MS PowerPoint
Szybkie przygotowywanie prezentacji

  • Automatic Slide Generation: Provide Copilot with key points or describe the presentation topic, and it will create a slide deck for you to edit.

  • Visual Suggestions: Copilot will recommend suitable layouts, templates, and graphics to make your presentations more engaging.

  • Content Editing: Request revisions, content shortening, or additional explanations to ensure the presentation is coherent and clear.

Copilot in MS Excel
Data Analysis and Visualization

  • Quick Calculations: Simply input commands like “Calculate the average value in column B” or “Show sales trends over the past 6 months.” Copilot will suggest appropriate formulas and perform the calculations.

  • Creating Charts: Request data visualization. Copilot can automatically generate charts to help you better understand changes and trends.

  • Reports: For large datasets, ask Copilot to generate a summary or report highlighting key information.

Copilot in Outlook & Teams
Managing Communication

  • Email Summarization: For lengthy email threads, Copilot can automatically provide concise summaries, allowing you to quickly grasp the essential information.

  • Meeting Planning: In Teams, Copilot assists in organizing meetings, sending invitations, and drafting meeting notes. After the meeting, it can generate a report with key points and tasks.

  • Automatic Replies: In Outlook, Copilot can suggest responses to emails, adopting a tone and style consistent with your communication.

Copilot – Practical Tips

  • Experiment: Initially, test various commands to discover Copilot’s capabilities. Don’t hesitate to ask questions and experiment with natural language inputs.

  • Modify Generated Content: Remember, content generated by Copilot serves as a starting point—adjust it to fit your needs and context perfectly.

Use Case Examples – Everyday Inspirations

Example 1
Preparing a Sales Report

  1. In Word: Enter the command “Write a sales report for the last quarter using data from Excel.”

  2. In Excel: Request data analysis, e.g., “Calculate total sales, average sales, and create trend charts.”

  3. In PowerPoint: Generate a presentation based on the report, adding key insights and charts.

Example 2
Organizing a Team Meeting

  1. In Outlook: Use Copilot to summarize lengthy email threads and prepare a meeting agenda.

  2. In Teams: Utilize transcription and meeting summary features to share with absent team members.

Ready to Get AI-Rolling?

Sign in to Microsoft 365, update your applications, and discover how AI can transform your daily work!

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