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1

Know Your Version of Copilot

You either have a the full version of Copilot that’s called Microsoft 365 Copilot Premium or you have Microsoft 365 Copilot Basic.

Microsoft 365 Copilot Premium:

The full version will give you access to all your data, anything you have access to in 365, including files, Teams chats, not just emails, meetings, and things on SharePoint, etc.

After installing on your computer, you will see in the lower left section under your name that it is a premium version of Copilot (see the snip to the right).

Microsoft 365 Copilot Basic:

The basic version now gives you access to anything in your inbox or your calendar or your other folders in Outlook when you search from or work from the Copilot app with inside Outlook.

It doesn’t do that if you use the standalone app. It only works if you do it inside Copilot within Outlook. So you could ask or say in Outlook “hey, what’s my top three emails for today in Outlook?” It’s going to tell you. If ask for the same in the standalone Copilot Basic, it says, I don’t have access to that data.

After installing on your computer, you will see in the lower left section under your name that it is a basic version of Copilot (see the snip to the right).

Microsoft Copilot Chat (Not Recommended):

The next thing is you don’t want to use the consumer version of Copilot on either the phone or the computer, which basically is called Copilot Chat without any 365 on it, because then you’re sharing your data with the LLMs to train their models.

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Installing the Correct Copilot App

Make sure, you have the standalone app on both, your phone and computer. It should have 365 in it’s name. If you don’t have it on your computer, you can left click here to get it at the Microsoft Store.

And on the phone, it’s the same deal that if you don’t have it, get it from Apple Store or Play Store.

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How to Add Custom Instructions for Copilot?

Custom Instructions allow you to personalize Microsoft 365 Copilot by telling it how you work, communicate, and what type of responses you prefer. By setting your preferences, Copilot can provide more relevant, consistent, and personalized assistance across Microsoft 365 apps. This is especially useful for defining your writing style, role, preferred tone, and common business tasks.

Steps to Add Custom Instructions

Open Microsoft 365 Copilot.

Left click three dots to the right of your profile picture in the lower left section.

Left click Settings.

Left click Personalization.

In “Custom Instructions” section, toggle on the switch and left click “Edit instructions.

Add details about yourself, such as your role, responsibilities, preferred communication style, and response preferences.

Left click “Save instructions”.

Here is its video tutorial:

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Copilot Training

Eight, 30-minute 1:1 Teams Meetings, covering the tips and secrets of using Copilot 365 in all Office apps with confidence to be more productive.

Introduction to AI, Using Microsoft 365 Copilot in Outlook on computer, and Outlook Mobile

Using Microsoft 365 Copilot in Word and PowerPoint

Using Microsoft 365 Copilot in OneNote and Excel

Using Microsoft 365 Copilot in Teams, Standalone app, and on Edge

Copilot Training

Eight 30-minute 1:1 Teams sessions covering Copilot across Outlook, Word, PowerPoint, OneNote, Excel, Teams, and Edge.

Purchase the Training NOW! →

Leadership Summit