Outlook Copilot: Easy Setup Guide

Microsoft Copilot in Outlook can be a game-changer.

Many users are looking for straightforward guidance on how to add copilot to outlook.

This easy setup guide will walk you through the process step by step.

What is Copilot in Outlook?

Copilot is your AI assistant designed to work within Outlook.

It helps you manage your inbox more efficiently.

Copilot can summarise long email threads, draft emails quickly, and even schedule meetings.

Think of it as having a smart assistant right inside your email application. It makes email management less time-consuming and more effective.

Do You Have Copilot? Checking Prerequisites

Before you learn how to add copilot to outlook, let’s ensure you have what you need.

Copilot for Microsoft 365 isn’t automatically available to everyone.

It typically requires a Microsoft 365 subscription and sometimes a specific Copilot license.

• Microsoft 365 Subscription: You’ll likely need a Microsoft 365 Business Standard or Business Premium plan, or an Enterprise plan.
• Copilot License: In many cases, Copilot is an add-on. Your organisation’s admin needs to assign Copilot licenses to users who require it.
• Outlook Version: Ensure you are using a recent version of Outlook. The latest desktop application or the web version is usually required for full Copilot functionality.

If you are unsure about your subscription or license, check with your IT administrator within your organisation. They can confirm if Copilot is available to you and if it is properly enabled.

Step-by-Step Guide: How to Add Copilot to Outlook

Once you have confirmed you meet the prerequisites, adding Copilot to Outlook should be seamless. In most cases, it’s already integrated! Here’s what to check:

1. Open Outlook

Launch your Outlook desktop application or open Outlook on the web in your browser.

2. Check for Copilot Features

Look for Copilot icons and features within Outlook. You will typically find Copilot features in areas like:

• Compose Window: When you start writing a new email, look for a ‘Draft with Copilot’ button.
• Email Summary: When viewing a long email thread, see if a ‘Summarise with Copilot’ option is available.
• Context Menu: Right-click on an email; Copilot options might appear in the context menu.

3. Sign in to Microsoft 365

Ensure you are signed in to Outlook with your Microsoft 365 account. Copilot is linked to your Microsoft 365 services. If you are not signed in, Copilot features won’t be active.

4. Update Outlook

If you don’t see Copilot features, ensure your Outlook is up to date. Outdated versions might not include the latest features like Copilot.

• Outlook Desktop: Go to File > Account > Update Options > Update Now.
• Outlook Web: The web version is usually updated automatically. Try refreshing your browser.

5. Contact Your Admin (If Necessary)

If after checking everything, you still don’t see Copilot, it’s time to contact your IT administrator. They can verify if Copilot is enabled for your account and if there are any organisational policies affecting its availability.

Troubleshooting Common Issues

Sometimes, adding Copilot to Outlook isn’t completely straightforward.

Here are a few common issues and how to address them:

• Copilot Features Not Visible: Double-check your Microsoft 365 subscription and Copilot license. Ensure you are signed in with the correct account.
• Outlook Version Compatibility: Use the latest Outlook desktop app or the web version to ensure compatibility with Copilot features.
• Organisational Policies: Your organisation might have specific policies about Copilot rollout. Check with your IT department for clarification.

Enjoy Enhanced Productivity with Copilot

Once set up, Copilot can significantly enhance your Outlook experience. It helps you manage emails more efficiently, saving you time and improving your productivity.

Knowing how to add copilot to outlook is the first step to leveraging these powerful AI capabilities in your daily workflow.

By following these steps, you should be able to easily access and utilise Copilot within Outlook. Start exploring its features and see how it can transform your email management.