How to Purchase and Activate Copilot for Microsoft 365

welcome all my name is Devon Knight welcome back to Pride Matic Works Channel and if you have been keeping up with Microsoft co-pilot you are seeing some of the biggest news to co-pilot to date since its announcement this week was all around new changes to how co-pilot can work and really opening the door for all businesses not just large businesses but all businesses to be able to use co-pilot so what I want to do for you in this video is one fill you in on some of those major announcements that came this week but also walk you through how do you actually set up co-pilot in your environment how do you buy it it wasn't something you could easily even buy before but now you can purchase co-pilot on your own with inside of Microsoft's Administration Center and then also how do you then see the results of you buying it whenever you actually go within tools like word and PowerPoint things like that so first let's talk about the major announcements this week the big news is that co-pilot has been opened up to the masses it's not free but there is many new capabilities with inside of co-pilot and and really the idea of removing limitations that there were before that were holding back some businesses and individuals from using co-pilot so first let's talk about individuals as an individual if you would like to use co-pilot you can now do that I'm actually have the blog open on my screen right now in this blog it details a new skew that's been added to co-pilot called co-pilot Pro you can see that here co-pilot Pro is meant for the individual in fact let me make this even larger for you so you can really see this co-pilot Pro is really for the individual it's $20 a month and that allows you to have access to many of the co-pilot capabilities that you're seeing in Outlook word excel PowerPoint OneNote all of those things that you're seeing these really neat videos you can do on your own as an individual however if you want to kind of get this access throughout all of your files this integration with all of the things that you do with inside of office you really need to look at the more Enterprise version that's copy pilot for Microsoft 365 that's the one that is behind my head and in fact let me take myself away here for a moment so co-pilot for Microsoft 365 has some additional capabilities that lets it scr across your entire Microsoft graph you might be asking yourself what in the world is that mean what that capability gives you is you can actually be inside of PowerPoint and you can say create me a PowerPoint presentation based on this OneNote document that I have stored somewhere completely different so the really neat thing that Microsoft uh or co-pilot for Microsoft 365 allows you to do is the interconnectivity amongst all of your different apps that you have and not just within the context of the tool you're looking at so there's a lot of really really neat capabilities that you get now Microsoft 365 uh co-pilot is not new it's been around for a little bit however the major change that they've made to it is they have now opened it up to even smaller businesses the initial release of Microsoft uh co-pilot for micros co-pilot for for Microsoft 365 was only available to organizations that had at least 300 individuals that they wanted to assign a license to and you had to commit to it for a year uh that year commitment is still there however the nice thing is you don't have that limitation anymore of 300 licenses if you're a small business of five people of one person you can sign up for the co-pilot for Microsoft 365 option that you see on the far right and that way you also get that interconnectivity across all of your different applications that you use within inside of office and there's some really really neat stuff you can do with it we're going to show you some of those things over the course of several videos coming up but really that's the major announcement for today the major announcement is a new skew for the individual so that would be kind of your atome use potentially and then the second announcement there is the limitations that have been removed you can see that part highlighted right here there's no longer a minimum number of users that you have to have to use co-pilot for Microsoft 365 all right so major announcement there the other thing that's worth lightly mentioning here as well is previously you had to have M365 Microsoft 365 but you can also be an Office 365 E3 or E5 user to also take advantage of co-pilot so again it's expanded the breth of who can use this Office 365 is a little bit of an older skew but there's still many people that are still on it uh and so if you are one of those businesses that's still on the office rather than the Microsoft 365 skew you have the ability to also access co-pilot for m 365 so really great news that minimum of 300 users limitation being removed is a big one not only for small businesses everywhere but even us pragmatic Works uh we're excited about that one as well so let's say you've decided now that this limitation has been removed that you are ready to try co-pilot what do you need to do well when you're ready to start co-pilot you're going to need to work with your administrator to purchase it it's something you have to go purchase it's not for free uh you saw I had some pricing on the screen earlier and if you want to be able to have access to it you're going to need need a paid license to be able to do it so if you are interested in exploring and getting that paid license you'll need to work with your administrator and your administrator what they're going to need to do is they're going to go to admin. microsoft.com admin. microsoft.com and this is where you can purchase new services from Microsoft again not everyone has access to this this is again something you'll work with your administrator on being able to navigate and get to you'll go to admin. microsoft.com once you navigate there you're going to go to the billing section and underneath billing on the far left you'll see there's an option here called purchase Services that's where you can purchase new services that perhaps you don't have already or maybe you want to add additional licenses that all is going to be done under the purchase Services section so if I go ahead and select purchase Services we will have a I need to select my billing account so I have two different billing accounts I did have a little bit of a glitch that one of the billing accounts did not have it available while the the other one did I don't know that might have just been a me thing not necessarily you but if I select my top billing account here I can then actually search over here on the far right I can search for co-pilot and see the co-pilot services that are available for me to buy so do a quick search there for co-pilot and the one that we're interested in for today's video is this one right here Microsoft co-pilot for Microsoft 365 you'll notice the starting price here that there is no free trial on this one like there is many of the other services this is a you must buy no trial available so if I select details I can then go in and actually make a purchase of this so you can select the length of the subscription you can actually buy three years in advance I noticed it didn't look like you got any discount for buying three years in advance but you could do that if for budgeting purposes it made sense to do that but you can select one year and then you can see how much it's going to cost you here now I've already done this once you can also adjust by the way the quantity of licenses you'll notice as you adjust the quantity that also increases the subtotal there as well and then then you would go through and hit buy again and that would buy you additional licenses now for me I've already purchased licenses and so I would go to the manage section here I've already done this once I don't need to buy more and I can actually see underneath the manage section I have two licenses that I purchased just to test things out so far and if I wanted to assign those licenses to someone I can do that by going to the assign licenses section right here so that would allow me to see the number of licenses I have available right now I have zero available cuz I have two out of two already assigned but I could go to the assign section here and I could pick which users I want to allocate my licenses to all right again right now I have zero available so I would need to go buy more but you can see the two users here it's me it's Brian uh within pragmatic works that have purchased licenses so very cool stuff uh that you can very easily purchase now before not too long ago it was not an easy thing to purchase the uh Microsoft 365 co-pilot licenses now it's been made a lot easier to do now once you purchased just that you will also be sent an email so there'll actually be a notification once you assign a license that you're going to be uh sending an email to your users that you're assigning and what that email looks like is something like this so let me bring this up on the screen here for you they will receive an email that looks like this it tells them what's in store for you it tells them all the things that you can all the areas where you can use co-pilot uh you can see them all kind of listed here and it gives you an examples of how co-pilot can be used if you look carefully over here on the left side of my screen so lots of ways it can be used now one of the road blocks that I struggle with a little bit is after purchasing co-pilot how do I actually see it in the client tools how do I see it when I open up word how do I see it when I open up PowerPoint because it wasn't there initially in fact whenever I want to go open up word just to kind of give you a little peek at what I did next my first thing was great I can go launch word and I can start to use co-pilot uh unfortunately not uh what you would experience once you open word is you would go launch open a blank Word document and you're expecting to be able to see co-pilot appear up here in the top right but it's not there the reason why it's missing is you need to basically essentially refresh your licensing here and so what you would need to do to make sure that word knows you have a co-pilot license you would need to go to the file menu in the top left so go up to file and then all the way on the bottom you're going to go to account so I'll select account here and then with inside of the account section you're going to select the update license option found right here one once you do that that will let your office client on your workstation know that you have this new co-pilot license so if I select that give that a moment sign in all right so I have signed in it says I need to restart so I'm going to go ahead and close word relaunch word and I'll bring it over to the correct screen looks like it's already there I should be able to create a blank document now and look what I have here you can see in the middle of my screen right here as well as up in the the top right hand corner of my screen up here I have the co-pilot options now available to me and I can start to utilize them right away we'll have some further videos about how to actually utilize co-pilot this one's more about getting it turned on getting it enabled and what you noticed there was we had to kind of activate our license to refresh it and next time we opened up uh word it now has that available you may experience that same thing in PowerPoint and one note you may have to do the same thing that I just showed again those steps were we went over to the file menu go to account and then update license right here that will kind of refresh your license with inside of office and you should be able to see the co-pilot features after that now there's a few other quirks that I found as well whenever you're working in tools like Outlook so I'm not going to bring up my Outlook where I have all my email but when you're inside Outlook you do need to be using the new outlook you might be like me and have been avoiding using it for some time if you want to have access to the co-pilot features with inside of Outlook you're going to have to toggle that switch in the top right to switch to the new outlook look to be able to use it and then when it comes to teams I got one more tip for you uh what I had to do was actually sign out of teams and sign back into teams and after I did that co-pilot showed up just fine so you considered making those quick little changes and then you should be good to go you'll find co-pilot available in all of your client tools after at that point and you can start to utilize it now we will have some future videos on utilizing and interacting with co-pilot hang tight we will have those coming uh very soon obviously co-pilot's a very popular topic right now so you'll have the place to come here with us at pragmatic Works make sure you like And subscribe so you can have those videos come directly to you and we look forward to seeing you in some of those future co-pilot videos see you then thanks a lot

Channel: Pragmatic Works

Views: 2,518

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Id: 97AmZ-JKW3c

Length: 11min 54sec (714 seconds)

Published: Thu Jan 18 2024