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How to Use Copilot in Word 365 – Step by Step Productivity Guide

John Michaloudis
When I first heard about Microsoft Copilot for Word, I was intrigued by the promise of having an AI-powered assistant to help with my writing tasks.
As someone who frequently works with Word documents, I was eager to see how this tool could enhance my productivity.

After using it for a while, I’ve found that Copilot has become an invaluable part of my writing process.

In this article, I’ll share my personal experience on how to effectively use Copilot in Word.
How to Use Copilot in Word 365 - Step by Step Productivity Guide | MyExcelOnline How to Use Copilot in Word 365 - Step by Step Productivity Guide | MyExcelOnline

Key Takeaways:

  • AI-Powered Assistant: Microsoft Copilot for Word provides an intelligent assistant that enhances writing productivity by offering suggestions, corrections, and text generation.
  • Time-Saving Features: Copilot reduces drafting time with tools like text prediction, automatic data integration, and content summarization.
  • Seamless Integration: The tool is integrated directly into Word, allowing easy access through icons, the Ribbon, or keyboard shortcuts like Alt + i.
  • Customization: Copilot tailors suggestions based on your writing style and offers features like tone adjustments and content rewrites.
  • Easy Setup: To use Copilot optimally, ensure your Microsoft 365 subscription is updated and configured for seamless integration within Word.

 

The Rise of Assisted Writing Tools

Introducing Copilot for Word 365

Copilot for Word 365 is a groundbreaking addition to the suite of Microsoft 365 applications. It’s not just another handy spellchecker – it represents the next generation of writing assistance, powered by AI. Integrated directly into Microsoft Word, Copilot transforms the writing experience by offering remarkable tools like text prediction, smart editing, and the ability to understand and respond to natural language queries.

Write-up: Imagine an intelligent writing partner that not only corrects errors but offers suggestions to improve the entire flow of your document. That’s Copilot for Word 365, which is designed to significantly cut down the time it takes to go from a blank page to a polished document. It leverages the power of AI to aid in content drafting, summarization, and even responding directly to questions you might pose about your content. With its seamless integration, Copilot sits right within Word, ready to elevate every piece of writing you undertake.

Key Features and Benefits

Key features and benefits of Copilot in Word 365 are hard to overstate. From its advanced grammar checker to innovative predictive typing, Copilot streamlines the writing process. You can enjoy features like real-time style and tone suggestions, and a contextual thesaurus that understands the subject matter you’re writing about. The utility of AI-driven writing suggestions means you’re often presented with options you might not have considered otherwise.

When using Copilot, I’ve found that it significantly reduces the time I spend drafting, thanks to features like automatic data integration where it pulls in relevant information as I type. Furthermore, the tool learns from my writing style over time, offering increasingly tailored suggestions.

Plus, it’s exceptionally beneficial for anyone who juggles multiple writing projects with different audiences and tones. The text summarization function, which can distill lengthy documents into concise summaries, is another time-saver.

 

Getting Started with Copilot in Word 365

Setting up Copilot for Optimal Use

To extract the maximum benefit from Copilot, it’s critical that it’s set up properly within Word 365. This isn’t just about flipping a switch; it involves tailoring it to your needs. Here’s what I usually recommend for an optimal setup:

To start, ensure that you have a valid Microsoft 365 subscription and that Word is updated to the latest version. Follow the steps below to update Microsoft Word –

STEP 1: Once Word is open, navigate to the top left corner of the window and click on the File tab. This will open a dropdown menu.

Copilot in Word 365

STEP 2: Select ‘Account’.

Copilot in Word 365

STEP 3: In the Account section, look for the Update Options button. Click on it to reveal a dropdown menu. Click ‘Update Now’

Copilot in Word 365

Microsoft Word will then be updated.

Different Ways to Access Copilot

There are several methods to access Copilot in Microsoft Word, allowing you to seamlessly integrate its powerful features into your writing process. Here are the primary ways to get started with Copilot:

  • Open a blank Word document and you will see the Copilot icon on the top left corner of the page. Simply click on it to start using Copilot.

Copilot in Word 365

  • One of the most straightforward ways to access Copilot is through the Ribbon at the top of the Word interface. Using the Ribbon – Go to the home tab and select Copilot.

Copilot in Word 365

  • For users who prefer keyboard shortcuts, Copilot offers a shortcut – Alt + i to quickly access its features without needing to navigate through menus

 

Navigating the Copilot Interface

Starting a Draft with Ease

Beginning a new document with Copilot is immensely straightforward and can significantly ease the daunting task of writing from scratch. Here’s what I consistently observe:

First, open a blank Word document. Look for the Copilot icon, usually situated in the upper left area, or you can activate it by pressing ALT + i, to bring up the Draft with Copilot box.

Copilot in Word 365

From there, I often type a broad prompt to get things rolling. For example, inputting “Write an introduction about sustainable energy practices” prompts Copilot to piece together a coherent and relevant starting point. The beauty lies in its immediate responsiveness; hit ‘Generate,’ and Copilot conjures up content suggestions without delay.

Copilot in Word 365

Once generated, it’s up to you to decide whether to keep, discard, or regenerate the content based on your specific needs.

Copilot in Word 365

Additionally, I can ask Copilot to make further changes, such as making it formal.

Copilot in Word 365

Copilot will refine my content based on the request. I frequently use this feature to quickly assemble the bones of an article, report, or even an email. It’s like having a virtual writing assistant on call, ready to help you flesh out ideas anytime.

Remember, Copilot doesn’t just drop a chunk of text into your lap; it gives you a living document that you can immediately interact with, tweak, and expand upon, making the blank page a thing of the past.

Rewrite Text in Copilot

I can easily ask Copilot to rewrite any of my existing content in Word. All I need to do is highlight the text I want to improve and then click the Copilot icon, selecting the “Auto Rewrite” option.

Copilot in Word 365

Once Copilot rewrites the content, I have the flexibility to either replace the original text or insert the new version below it.

Copilot in Word 365

Additionally, if I’m not satisfied with the first attempt, I can regenerate the content until it meets my needs.

Copilot in Word 365

Copilot also allows me to adjust the tone of the rewritten text, making it more professional, casual, or tailored to a specific audience.

Copilot in Word 365

Furthermore, I can visualize content as a table by selecting the relevant text and choosing the “Visualize as a Table” option.

Copilot in Word 365

This helps me structure the information in a clearer, more organized way.

Copilot in Word 365

FAQs

Is Microsoft Copilot available in Office 365?

Yes, Microsoft Copilot is available in Office 365. It integrates with Microsoft’s suite of office applications, including Word, to provide enhanced productivity features. However, access to Copilot requires an active subscription to Microsoft 365 that includes Copilot features.

How Do I Activate Copilot in Word 365?

To activate Copilot in Word 365, open a Word document and right-click to access the context menu. Look for ‘Copilot’ within the menu options. If you don’t see it, ensure that your Microsoft 365 subscription includes Copilot and that you’re properly signed in to your account.

Can Copilot Help Me Write Better?

Yes, Copilot can help you write better by providing intelligent suggestions for grammar, style, and content, but it’s important to actively learn from the feedback and maintain an understanding of the fundamentals of good writing.

What Are the Privacy Implications of Using Copilot?

Using Copilot involves processing data, which raises privacy considerations. Microsoft follows a comprehensive approach to security, compliance, and privacy. Users are encouraged to review Microsoft 365’s privacy settings and understand how data is managed.

Is There a Mobile Version of Copilot Available?

Yes, there is a mobile version of Copilot available. It is accessible on iOS and Android devices through the Microsoft 365 apps, allowing you to use Copilot features on the go with Word for mobile.

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Founder & Chief Inspirational Officer at

John Michaloudis is a former accountant and finance analyst at General Electric, a Microsoft MVP since 2020, an Amazon #1 bestselling author of 4 Microsoft Excel books and teacher of Microsoft Excel & Office over at his flagship MyExcelOnline Academy Online Course.

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