How to Use Copilot in Word - Features, Usage, Tips & Tricks

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Efficiency and productivity are more than just buzzwords; they are the cornerstones of any successful business. As a business owner, you're constantly seeking tools and technologies that can streamline your operations, enhance creativity, and boost overall productivity. This is where Microsoft Copilot, particularly its integration with Microsoft Word, comes into play.

In this comprehensive guide, we'll explore what Microsoft Copilot is, its specific features in Word, and how to use Copilot in Word to transform your business workflows and achieve new levels of employee productivity.

What is Microsoft Copilot?

Microsoft Copilot represents a significant milestone in the evolution of artificial intelligence (AI) tools within the Microsoft 365 ecosystem. Early implementations included features like AI-powered search and discovery in SharePoint and Delve, intelligent suggestions in Word and Outlook, and advanced data analysis capabilities in Excel. These features were designed to enhance user productivity and decision-making by leveraging AI for automation and insights.

Officially announced in early 2023, Microsoft Copilot is an AI-powered assistant that integrates with various Microsoft 365 Apps, including Word, Excel, PowerPoint, Outlook, Teams, and more. Microsoft also offers a cyber-security variant called Security Copilot that provides security professionals with real-time intelligent assistance with threat hunting, incident response, and other tasks that decrease a company’s potential attack surface.

What is Microsoft Word Copilot?

What is Microsoft Word Copilot

Copilot in Word significantly speeds up the writing process. It can generate drafts, suggest content, and even write entire sections of documents based on brief prompts. This capability is particularly beneficial for businesses that produce a lot of content, such as reports, proposals, and marketing materials. By reducing the time spent on initial drafts, employees can focus more on refining and customizing the content, leading to better use of their skills and time.

However, it should be noted that the AI in Copilot is not just about speed-it's also about quality. Microsoft Word Copilot offers suggestions for clearer, more concise language, and can even adapt the tone to suit different audiences. This leads to higher-quality documents that better serve their purpose, whether it's to persuade, inform, or engage. High-quality documents can enhance a company's professional image and improve communication effectiveness.

With regard to how to use Copilot in Word, there are several ways that the tool can be useful to any writer. First, it helps in reducing errors in documents. It can also spot and correct grammatical mistakes, suggest better word choices, and even review the document for plagiarism. This makes Word Copilot a feature that is crucial for maintaining professionalism in business communications because it reduces the time needed for proofreading and editing.

In terms of sources in a document, Copilot in Word can integrate data from local and internet-based sources directly into documents. It can analyze and summarize data, create visual representations, and even generate insights. This integration means that reports and analyses that used to take hours or days to compile can now be created much more quickly and accurately.

Like all apps in the Microsoft 365 productivity suite, authors of a Word document can easily share their work with peers and reviewers. Copilot in Word enhances these collaborative efforts with AI-driven suggestions and edits that improve the overall quality of the document. Think of Microsoft Word Copilot as an objective reviewer and editor of the document, which is particularly useful for teams working remotely or in multiple locations.

To clarify, the key differences between Microsoft Copilot and Copilot in Word are:

Microsoft Copilot

Microsoft Copilot for Word

The AI-powered assistant designed specifically for Microsoft products such as Microsoft 365, Dynamics 365, and GitHub

A feature in the Microsoft Word app enabling users to draft new content and transform their content once they have their ideas written

Getting Started with Copilot in Word

Getting Started with Copilot in Word

For business owners, understanding how to effectively enable, activate, and add Copilot to Microsoft Word is crucial for leveraging its full potential. This section provides a step-by-step guide regarding how to use Copilot in Word, ensuring a smooth transition into this advanced AI-powered tool. Whether you're looking to enhance document creation, streamline workflows, or simply boost overall productivity, these initial steps will set the foundation for a transformative experience with Microsoft Word Copilot.

How to Enable Copilot in Word

The process to enable Copilot in Word is straightforward and doesn't require deep technical expertise. Here’s a simplified guide:

  1. Check your Microsoft 365 subscription: Ensure that your business has an active Microsoft 365 E5 subscription. Copilot is a feature within the Microsoft 365 suite, so having this subscription is the first step. As of this blog post's initial publication, Copilot for Word is only available to users with a Microsoft 365 E5 license. So, if you're not sure about your subscription status, you can check this through your Microsoft 365 admin center or contact your subscription provider.
  2. Verify application availability: Copilot works with the latest versions of Microsoft 365 applications, including Word. Make sure that your Word application is up to date. You can usually find this information under the 'Account' or 'File' tab in Word, where you can check for updates.
  3. Enable access to OneDrive: Microsoft OneDrive is a secure cloud-based file storage service integrated into Microsoft 365. As such, integration with this cloud service is crucial for Copilot’s functionality, as it often uses data stored in OneDrive for various features. Ensure that you and your team have OneDrive accounts set up and linked to your Microsoft 365. This setup allows Copilot in Word to seamlessly access your stored documents and files.

How to Activate Copilot in Word

Activating Copilot in Word involves accessing the Copilot feature within the Word interface. In Word, look for the Copilot icon or feature. This is usually found in the toolbar or ribbon at the top of the application. The exact location might vary depending on your version of Word and your user interface settings.

How to Add Copilot to Word

If you do not see the Copilot icon in your Microsoft Word app at your business, then you likely will need help from your organization's Microsoft 365 administrator in the IT department. As previously stated, Copilot to Word is part of Microsoft 365, but only Microsoft 365 E5 users have the option to use Copilot in any apps as of this blog post's publication.

Copilot Features in Microsoft Word

Copilot Features in Microsoft Word

From drafting content from scratch to refining and formatting existing work, Copilot in Word offers a diverse range of functionalities that cater to various needs in a business environment. In this section, we'll delve into some of the key features of Copilot in Word, highlighting how each can be leveraged to benefit your business operations and document management strategies.

Microsoft Word Copilot's features are designed to make these common business tasks more efficient (and effective):

  1. Drafting reports
  2. Preparing presentations
  3. Crafting communications

Auto-completion and Suggestion Capabilities

The auto-completion and suggestion capabilities of Microsoft Copilot in Word are designed to significantly enhance the efficiency and quality of document creation. Rather than staring at a blank page with no idea what to write, you can start a chat with the Word Copilot AI to help fill in that blank page. For example, say you're tasked with creating a guidance document for managers on conducting effective annual reviews. Copilot in Word can help you draft this document from scratch. By typing in a prompt for Copilot in the text box that outlines the specific elements you want to include in the guidance document (i.e., a checklist for managers), Copilot in Word will automatically produce a comprehensive first draft. This feature is invaluable for overcoming the challenge of a blank page and getting a substantial head start on your document.

Beyond initial content generation, Copilot's suggestion capabilities allow for the refinement and tailoring of the text:

  • Refining and tailoring Content - For example, if the manager checklist document that Word Copilot drafted for you is a bit too extensive, you can prompt Copilot to limit it to the most important items. Copilot will then revise the entire document, ensuring that the changes are contextually integrated throughout.
  • Editing and rewriting - Copilot also aids in editing and rewriting existing content. By highlighting a paragraph and using the Rewrite with Copilot feature, you can explore different ways to express the same idea. This is particularly useful for enhancing clarity, changing the tone, or simplifying complex technical language. The tool offers various options, and you can choose the one that best fits your needs.

Code Generation for Various Programming Languages

Although more relevant for technical users, Copilot can assist in generating code snippets in various programming languages, which can be useful for businesses dealing with software development. For a business decision maker, the ability of Microsoft Copilot in Word to generate software code initially seems only useful to developers. However, its real-world implications extend far beyond the realm of software development, impacting overall business strategy, innovation, and efficiency.

Imagine your company regularly compiles extensive business reports that involve collecting data from various departments, analyzing trends, and generating insights. Traditionally, this process requires significant manual effort and coordination, often leading to delays and potential errors.

With Copilot's code generation capabilities, you can streamline this process. For instance, Copilot can assist in creating a script that automatically pulls data from different databases (like sales, marketing, and operations), processes this data, and compiles it into a comprehensive report.

Copilot Word’s code generation helps your business efficiency in several ways:

  1. It saves time: Automating the report generation process saves hours of manual work, allowing your team to focus on more strategic tasks.
  2. It increases accuracy: Automated reports reduce the risk of human error, ensuring that the data you base your decisions on is reliable.
  3. It provides real-time insights: With automation, reports can be generated more frequently, even daily, providing real-time insights into business performance.
  4. It saves money: Reducing the time spent on report generation translates into cost savings, as resources can be allocated more efficiently.

Context-aware Recommendations

Copilot provides context-aware recommendations, helping you refine and improve your document content based on the existing text and your business needs. Let's explore this with a real-world example to illustrate its practical application.

Real-World Example: Crafting a Sustainability Report

Imagine you are the CEO of a company that is increasingly focusing on sustainability and corporate social responsibility. You are preparing an annual sustainability report that will be shared with stakeholders, including investors, customers, and employees. This report needs to reflect your company's commitment to sustainability, highlight achievements, and outline future goals.

As you draft the report in Word, Copilot's context-aware recommendations can assist in several ways:

  • Tone and language: Copilot can suggest language that aligns with your company's values and the seriousness of the subject. For instance, if your draft leans too casual, Copilot can recommend more formal and professional wording appropriate for a sustainability report.
  • Data integration: While discussing specific achievements, such as a reduction in carbon footprint, Copilot can recommend incorporating relevant data and statistics. It understands the context of sustainability reporting and the importance of data to back up claims.
  • Compliance and best practices: For a company committed to sustainability, compliance with environmental regulations and industry best practices is crucial. Copilot can suggest including references to these standards, ensuring that your report adheres to expected norms and demonstrates your company's commitment to ethical practices.
  • Future goals and initiatives: When you mention future sustainability goals, Copilot can recommend including specific initiatives or strategies based on current industry trends and best practices. This ensures that your forward-looking statements are grounded in realistic and actionable plans.

Collaboration Features in Document Creation

Copilot enhances collaboration in document creation, allowing multiple users to work together more efficiently, with AI-driven suggestions and edits. Let's delve into a real-world example to understand how these collaboration features can be effectively utilized.

Real-World Example: Developing a Marketing Strategy Document

Imagine you are leading a team tasked with creating a comprehensive marketing strategy for the upcoming year. This document requires input from various departments including marketing, sales, product development, and finance. Each team has unique insights and data that need to be integrated into the strategy. Copilot in Word enhances the team's collaboration with:

  • Simultaneous editing and input: Team members from different departments can work on the document simultaneously. Copilot facilitates this by allowing multiple users to add their content, suggestions, and edits in real-time. For instance, while the marketing team works on the branding strategy, the finance team can simultaneously input budgetary considerations.
  • Contextual suggestions for cohesiveness: As different sections are being developed, Copilot provides context-aware recommendations to ensure cohesiveness in the document. It can suggest changes to align the tone across different sections, ensuring that the document reads as a unified strategy rather than disjointed inputs from various teams.
  • Integrating diverse perspectives: Copilot can assist in blending the diverse perspectives and data points from different departments into a seamless narrative. For example, it can suggest ways to integrate sales data into marketing narratives or to align product development timelines with marketing campaigns.
  • Efficient review and consolidation: Once all teams have added their input, Copilot can help in the review process. It can suggest edits for clarity, flag inconsistencies, and even propose sections that might need further elaboration or simplification. This makes the final review process much more efficient.

In the new norm of hybrid and remote work environments, these features become even more critical. Copilot in Word ensures that distance is not a barrier to effective collaboration, allowing team members from different locations to contribute equally and effectively to the document. In the scenario of developing a marketing strategy document, Copilot's collaboration features transform a potentially complex and time-consuming task into a streamlined and cohesive process.

By facilitating real-time collaboration, integrating diverse inputs, and streamlining the review process, Copilot helps create a comprehensive and unified strategy document that reflects the collective intelligence and expertise of the entire team. This not only saves time but also enhances the quality of the final output, leading to more effective and successful marketing strategies.

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Using Copilot in Word

Using Copilot in Word

From drafting and editing to formatting and even coding, Copilot's capabilities are vast and varied, catering to a wide range of business needs. In this section, we'll explore how to use Copilot in Word across different scenarios, providing real-world examples for each of its key functionalities:



Writing & Editing

Copilot generates content, offers rewriting suggestions, and helps refine the tone and style of your document.

Document Formatting

Copilot for Word can aid in formatting documents, transforming text into tables, and organizing content in a more visually appealing and structured manner.

Coding & Programming

Copilot can generate code snippets and write a script embedded in the document to pull data from various sources and format it into a standardized report.

Whether you're a business owner drafting reports, a project manager organizing documentation, or a developer handling technical documents, Copilot in Word offers solutions to enhance productivity and streamline your workflow.

Writing & Editing

Copilot assists in writing and editing by generating content, offering rewriting suggestions, and helping refine the tone and style of your document. For example, imagine that you are drafting a business proposal for a potential client. Knowing how to use Copilot in Word helps you start with a compelling executive summary, suggest content based on industry trends, and ensure that your proposal is clear, concise, and persuasive.

Document Formatting

Knowing how to use Copilot in Word can also aid in formatting documents, transforming text into tables, and organizing content in a more visually appealing and structured manner. Say you need to prepare an annual report and the deadline for completion is fast approaching. Copilot can quickly assist in organizing the content into a professional layout, suggesting appropriate headers, bullet points, and even visual data representations, ensuring the report is both informative and visually appealing.

Coding & Programming

For businesses that require coding, Copilot can generate code snippets, making it easier for non-technical staff to handle basic programming tasks. As previously stated, Copilot is very good at automating routine tasks. If you need to automate the generation of monthly financial reports, then Copilot can assist in writing a script embedded in the document to pull data from various sources and format it into a standardized report, saving time and reducing manual errors.

Advanced Copilot Tips and Tricks

This section delves into some sophisticated tips and tricks for those familiar with how to use Copilot in Word. These advanced strategies are particularly useful for those looking to integrate Copilot more deeply into their business processes, enhancing productivity and creativity across various applications. Let's explore these advanced tips and tricks with real-world examples.

Leveraging Copilot's Machine Learning Capabilities

You can leverage Copilot's machine learning capabilities for more advanced tasks like data analysis, summarizing lengthy reports, or generating insightful business plans. For example, say you're tasked with creating personalized emails for a customer outreach campaign. Copilot can analyze previous successful communication patterns and suggest tailored content for each customer segment, making your emails more engaging and effective.

Integrating Copilot with Other Microsoft Office Applications

Integrating Copilot with other Microsoft Office applications like Excel, PowerPoint, and Outlook can streamline various business processes, from data analysis to email management. Copilot can help integrate data from Excel spreadsheets, PowerPoint presentations, and Outlook emails into a comprehensive Word document. For example, it can suggest including specific Excel data in your Word report and even help format it appropriately, ensuring that all project documentation is cohesive and easily accessible.

Exploring Copilot's Latest Updates and Features

The great thing about Copilot AI is that it is a cloud-based service that is constantly updated by Microsoft with new features and capabilities. By knowing how to use Copilot in Word's newest updates and features, you can use it to generate content that aligns with the latest marketing strategies and techniques. For example, if Copilot introduces a new feature for SEO optimization, you can use it to refine your web content, ensuring it's not only well-written but also ranks high in search engine results.


Microsoft Copilot, especially its integration with Word, is a game-changer for businesses looking to enhance productivity and creativity. Embracing this technology can lead to significant improvements in business efficiency. To integrate Microsoft 365 with Microsoft Copilot AI features into your business workflows and attain new levels of employee productivity, contact Amaxra for expert guidance from our experts. We will empower you to adopt Microsoft Copilot solutions to transform your business operations today.

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