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ONBOARDING FOR BUSINESS

A welcome guide to Microsoft 365 Copilot

Explore essential onboarding and learning topics designed to help your business get the most out of Microsoft 365 Copilot. Unlock new capabilities, streamline your workflows, and empower your team to work smarter—beginning today.
Get started
AI assistant icon

AI-powered assistant

Need help finding a product or solution? Try the AI-powered assistant.
Microsoft 365 Copilot navigation interface
Meet Copilot

What is Microsoft Copilot?

Copilot is your AI-powered assistant built into Microsoft 365. Work more efficiently by turning natural language prompts into powerful insights and actions.
Open the app Learn more
Signing in

How to access Copilot

Copilot on MacOS and the Copilot app on Windows require using a Microsoft account, Apple ID, or Google account. Go to m365.cloud.microsoft, and sign in with your work or school account.
Sign in now Create an account
Personalized results

What happens when I sign in?

Signing in allows Copilot to reference your chats, files, emails, and apps to deliver informed responses to your queries.
Get help signing in
Microsoft 365 Copilot getting started interface
Getting started

How do I use Copilot?

Begin by typing what you need in plain language. Copilot works alongside you in your favorite apps, so you can create, edit, and collaborate without leaving your workflow.
Try in Copilot Chat
Copilot across Microsoft apps
Copilot in Microsoft apps

Which apps include Copilot?

Look for the Copilot icon, typically in the upper right corner of Outlook, Teams, Word, Excel, PowerPoint, and all your other Microsoft apps to start transforming your productivity.
Select an app to try Copilot
Copilot installation

How can I install Copilot on a device?

Check if Copilot is already on your device or pinned to the taskbar. If not, go to the app store for your device. Copilot is available in the Microsoft Store, the Apple App Store, and the Google Play Store.
Search your app store
Copilot on the web

Use Copilot on any web connected device

Access Copilot using any modern browser. Some features are already included in the Microsoft Edge browser.
Open Copilot in your browser
Microsoft 365 Copilot mobile app interface
Copilot mobile app

Can I get Copilot on my mobile device?

Copilot is accessible on mobile devices to help you stay productive on the go. Get instant help, catch up on meetings, draft content, and manage tasks from your phone.
Get the Copilot mobile app Learn more
Back to RESOURCES - Research reports tab section
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INDUSTRIES AND ROLES

Add value at scale across your business

Explore scenarios to apply even greater opportunities to increase revenue, optimize costs, and help employees to thrive.
See all scenarios
  • Optimize market research, track campaign performance, and create relevant, personalized content at scale.
  • Simplify the collaboration steps to diagnose and respond to customer complaints.
  • Enhance the efficiency, quality, and scale of legal work to deliver broad impact.
  • Tailor pitch materials and offers to optimize your sales pipeline and close more deals.
  • Now in preview—connect to your financial data, surface insights to help reduce costs, and improve accuracy.
Back to tabs
Soft gradient background with smooth wavy layers transitioning from blue to pink.
AGENTS

Automate work with Agents

Find and share agents to meet your business needs—dive into the different types of agents, specialized functions, and how to use and deploy them.
Meet agents

Extend Copilot capabilities

Customize Copilot by connecting organizational data to automate business processes with agents.
Learn more
Microsoft-built agents

Discover a smarter way to work

With your Microsoft 365 Copilot subscription, you have access to multiple agents from Microsoft that are built into Copilot or available for you to add.
Learn more
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DEPLOYMENT RESOURCES

Get more out of your investments

Find resources to help your business deploy Microsoft Copilot.
QuickStart wizard

Get help rolling out Copilot

Deploy Microsoft Copilot with a quickstart deployment wizard.
Open the quickstart guide
Microsoft Support

Microsoft Copilot help and learning topics

Explore learning resources, training modules, and support options available for Copilot.
Learn more
Licenses

Drive results with the right resources

Impact grows when teams can move faster together.
Purchase more licenses
Microsoft Support

Copilot admin basics made simple

A guide for administrators to learn and peform basic administrative tasks to help you scale faster.
Open Copilot admin training
e-Newsletter

Get email updates about Copilot

Discover tips, tricks, and the latest insights on Microsoft Copilot and AI—delivered straight to your inbox.
Sign up
Microsoft Community

Tap into a community of experts

Access guided assistance and real-world applications from professionals like you.
Connect to my community
Back to DEPLOYMENT RESOURCES
GUIDED LEARNING 

Supercharge your productivity 

Become a power-user with these guided Copilot trainings—save time, boost productivity, and simplify everyday tasks at work.
Copilot prompt panel displaying file and email search results
The Great Copilot Journey

30-day guided tour 

Try an easy-to-follow step-by-step program to teach you prompts and simplify your everyday tasks. 
Begin the journey
Laptop showing Microsoft 365 Copilot chat and productivity features
Copilot Prompt Gallery

Ready-to-use prompts

To explore the Prompt Gallery, select the link below and click on the three dots below the search field—then discover, save, and share prompts, curated by objective.
Explore the Prompt Gallery
a group of people discussing.
Microsoft Events 

Live, instructor-led Copilot training

Join free training sessions and see expert-led demos about specialized topics in Microsoft Copilot.
Find an event
a woman standing
Microsoft Adoption 

Upcoming and on-demand sessions

Learn what you can achieve with Microsoft solutions through webinars and recorded on-demand sessions.
Register for sessions
A man and woman discussing
Microsoft Copilot Academy

Viva Learning employee training

Help your team develop the skills to utilize Copilot effectively with learning paths designed by Microsoft experts.
Get started
Back to GUIDED LEARNING section
Person using a laptop in a café, on a phone call, with a drink on the table and a bicycle on the wall behind.

Contact us

Learn more about our products, discuss use cases, or get pricing information.

Available M-F 6 AM to 6 PM PT.
Chat now

    Call (800) 642 7676
A blue and white shade background
ONBOARDING FOR BUSINESS

A welcome guide to Microsoft 365 Copilot

Explore essential onboarding and learning topics designed to help your business get the most out of Microsoft 365 Copilot. Unlock new capabilities, streamline your workflows, and empower your team to work smarter—beginning today.
Get started
AI assistant icon

AI-powered assistant

Need help finding a product or solution? Try the AI-powered assistant.
Meet Copilot

What is Microsoft Copilot?

Copilot is your AI-powered assistant built into Microsoft 365. Work more efficiently by turning natural language prompts into powerful insights and actions.
Open the app Learn more
Signing in

How to access Copilot

Copilot on MacOS and the Copilot app on Windows require using a Microsoft account, Apple ID, or Google account. Go to m365.cloud.microsoft, and sign in with your work or school account.
Sign in now Create an account
Personalized results

What happens when I sign in?

Signing in allows Copilot to reference your chats, files, emails, and apps to deliver informed responses to your queries.
Get help signing in
Getting started

How do I use Copilot?

Begin by typing what you need in plain language. Copilot works alongside you in your favorite apps, so you can create, edit, and collaborate without leaving your workflow.
Try in Copilot Chat
Copilot in Microsoft apps

Which apps include Copilot?

Look for the Copilot icon, typically in the upper right corner of Outlook, Teams, Word, Excel, PowerPoint, and all your other Microsoft apps to start transforming your productivity.
Select an app to try Copilot
Copilot installation

How can I install Copilot on a device?

Check if Copilot is already on your device or pinned to the taskbar. If not, go to the app store for your device. Copilot is available in the Microsoft Store, the Apple App Store, and the Google Play Store.
Search your app store
Copilot on the web

Use Copilot on any web connected device

Access Copilot using any modern browser. Some features are already included in the Microsoft Edge browser.
Open Copilot in your browser
Copilot mobile app

Can I get Copilot on my mobile device?

Copilot is accessible on mobile devices to help you stay productive on the go. Get instant help, catch up on meetings, draft content, and manage tasks from your phone.
Get the Copilot mobile app Learn more
Back to RESOURCES - Research reports tab section
Back to tabs
accordion background image
INDUSTRIES AND ROLES

Add value at scale across your business

Explore scenarios to apply even greater opportunities to increase revenue, optimize costs, and help employees to thrive.
See all scenarios
  • Optimize market research, track campaign performance, and create relevant, personalized content at scale.
  • Simplify the collaboration steps to diagnose and respond to customer complaints.
  • Enhance the efficiency, quality, and scale of legal work to deliver broad impact.
  • Tailor pitch materials and offers to optimize your sales pipeline and close more deals.
  • Now in preview—connect to your financial data, surface insights to help reduce costs, and improve accuracy.
Back to tabs
Soft gradient background with smooth wavy layers transitioning from blue to pink.
AGENTS

Automate work with Agents

Find and share agents to meet your business needs—dive into the different types of agents, specialized functions, and how to use and deploy them.
Meet agents

Extend Copilot capabilities

Customize Copilot by connecting organizational data to automate business processes with agents.
Learn more
Microsoft-built agents

Discover a smarter way to work

With your Microsoft 365 Copilot subscription, you have access to multiple agents from Microsoft that are built into Copilot or available for you to add.
Learn more
Back to tabs
DEPLOYMENT RESOURCES

Get more out of your investments

Find resources to help your business deploy Microsoft Copilot.
QuickStart wizard

Get help rolling out Copilot

Deploy Microsoft Copilot with a quickstart deployment wizard.
Open the quickstart guide
Microsoft Support

Microsoft Copilot help and learning topics

Explore learning resources, training modules, and support options available for Copilot.
Learn more
e-Newsletter

Get email updates about Copilot

Discover tips, tricks, and the latest insights on Microsoft 365 Copilot and AI—delivered straight to your inbox.
Sign up
Microsoft Community

Tap into a community of experts

Access guided assistance and real-world applications from professionals like you.
Connect to my community
Back to tabs
GUIDED LEARNING

Supercharge your productivity

Become a power-user with these guided Copilot trainings—save time, boost productivity, and simplify everyday tasks at work.
30-day Copilot guided tour
The Great Copilot Journey

30-day guided tour 

Try an easy-to-follow step-by-step program to teach you prompts and simplify your everyday tasks. 
Begin the journey
Copilot Prompt Gallery interface
Copilot Prompt Gallery

Ready-to-use prompts

To explore the Prompt Gallery, select the link below and click on the three dots below the search field—then discover, save, and share prompts, curated by objective.
Explore the Prompt Gallery
a group of people discussing.
Microsoft Events 

Live, instructor-led Copilot training

Join free training sessions and see expert-led demos about specialized topics in Microsoft Copilot.
Find an event
a woman standing
Microsoft Adoption 

Upcoming and on-demand sessions

Learn what you can achieve with Microsoft solutions through webinars and recorded on-demand sessions.
Register for sessions
A man and woman discussing
Microsoft Copilot Academy

Viva Learning employee training

Help your team develop the skills to utilize Copilot effectively with learning paths designed by Microsoft experts.
Get started
Back to ADDITIONAL RESOURCES section
Person using a laptop in a café, on a phone call, with a drink on the table and a bicycle on the wall behind.

Contact us

Learn more about our products, discuss use cases, or get pricing information.

Available M-F 6 AM to 6 PM PT.
Chat now

    Call (800) 642 7676

Follow Microsoft Copilot

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