Add & Use Microsoft 365 Copilot in Excel: The Ultimate Guide

Introduction:

As an accountant in a busy firm, you are constantly working with large amounts of data in Excel. With deadlines looming, you need a way to streamline your workflow and complete your tasks more efficiently. That’s where Microsoft 365 Copilot comes in. By using Copilot in Excel, you can access intelligent suggestions and insights that can help you analyze data, generate charts, and perform complex calculations with ease. In this article, we will guide you through the process of using Microsoft 365 Copilot in Excel, so that you can work smarter, not harder.

What is Microsoft 365 Copilot?

Microsoft 365 Copilot is a powerful AI-powered tool that assists users in writing content in Microsoft Excel. Copilot can help users write anything from emails to reports, using natural language processing to suggest words, phrases, and entire sentences. If you are looking to add and use Microsoft 365 Copilot in Excel, you can follow these simple steps:

1. Check if you have access to Copilot: Microsoft 365 Copilot is currently available to a limited set of users, so you need to check if you have access to it. If you have access, you should see a Copilot button in the Home tab of your Excel ribbon.
2. Enable Copilot: If you have access to Copilot but cannot see the Copilot button, you need to enable it. To do this, click on the File tab, then Options, and then Add-ins. From there, select “Microsoft 365 Copilot” and click on “Enable.”
3. Use Copilot: Once you have enabled Copilot, you can start using it to assist you in writing content. To use Copilot, simply start typing in a cell, and Copilot will suggest words, phrases, and sentences that you can use to complete your content. You can also use the “Ask Copilot” feature to ask for suggestions based on a specific context or topic.
4. Customize Copilot settings: Copilot comes with several settings that you can customize to suit your needs. You can access these settings by clicking on the Copilot button and then selecting “Settings.” From there, you can adjust settings such as the number of suggestions Copilot provides and the types of suggestions it makes.

conclusion

adding and using Microsoft 365 Copilot in Excel is a straightforward process that can greatly assist users in writing content. By checking your access to Copilot, enabling it, using it to assist in writing content, and customizing its settings to suit your needs, you can improve your writing productivity and efficiency in Excel.