- Tech for Finance
- Posts
- How to Use Microsoft Copilot Pro in Outlook, Excel, Word & PowerPoint
How to Use Microsoft Copilot Pro in Outlook, Excel, Word & PowerPoint
In today's shorter edition:
Walkthrough - How to Access 90% of AI language models for FREE
Expert Resource - Copilot Pro & Business Explained
Sponsor
Struggling to keep up with AI in finance? Join us in the AI finance Club where you’ll get access to:
Interactive workshops and a community for AI and finance networking.
Exclusive AI finance guides, tool reviews, and prompt engineering insights.
A free ChatGPT for Finance course with membership, plus a 10% discount using 'ADAM100'.
Join today and start mastering AI in finance for less than the price of a coffee a day → Get access here.
Walkthrough
How to use Copilot Pro in Office
In this video we walk through how Copilot can help you supercharge your work.
We look at:
Drafting e-mails, summarising e-mails, and e-mail coaching in Outlook
Analysing financial data in Excel, creating visuals and adding calculated columns
Creating a CFO board pack using copilot in Word
Creating, structuring and analysing information in PowerPoint.
You can find the full video on YouTube here.
Expert Resources
Copilot Demystified
BIG NEWS: Microsoft makes Office Copilot available to everyone!
(Well, kind of...) Here’s what you need to know 👇
1. Copilot Pro
Available to individuals using Home or Family plans.
Priced at $20 per individual per month.
- Single experience across devices
- Built into your office apps
- Access to GPT-4 Turbo
2. Copilot for Microsoft 365
Available to companies using Microsoft Business plans.
Priced at $30 per individual per month (via a partner)
- Available for Business Premium or Standard
- Available for E3/E5 below 300 seats (soon)
- Grounded on company data
Your data is protected with both, and it’s not used for training.
↳ Use it in Outlook, Word, Excel, PowerPoint, OneNote
↳ And in Microsoft Teams if using Copilot for M365.
Plus the Copilot GPT builder is coming soon!
⁉ "So how do I get it?"
For Microsoft Home & Family Plans
↳ Purchase online on this link
For Microsoft Business Plans
↳ Contact your Microsoft/Partner rep

—
So that’s it for this week.
See you soon.
Adam
—
P.S - The best thing you can do to help me is share this with a fellow finance pro, so please link / forward where you can 🙏