Microsoft Copilot is an AI-powered assistant where users can ask questions, request reviews, summaries, product comparisons, and more, and receive comprehensive answers.

CoPilot protects UMBs user and business data, so it’s important that all employees always sign into their UMB Microsoft account when using CoPilot.   There are presently 2 versions of CoPilot at UMB

CoPilot Chat

CoPilot Chat is available to all employees at UMB.  It can be accessed through any web browser and when users sign into this version with their UMB credentials, they are in a protected environment.

To learn how to access CoPilot Chat, view the:

• Accessing CoPilot Video - 3 mins
• Accessing CoPilot Job Aid

CoPilot for Microsoft 365

CoPilot for Microsoft 365 is presently being evaluated by UMB and therefore licensing for this version is presently limited to people who have been granted a license for evaluation purposes.

What CoPilot for M365 offers is that it is integrated with Microsoft 365 applications – Word, Excel, Teams Meetings, etc.  While in these applications, CoPilot can be easily accessed using the CoPIlot icon that is in the toolbar of each application. 

Once you have entered the CoPilot portion of the application, it will present common tasks geared toward the application you are currently using.  For example: summarizing a Word document or creating a formula in Excel.  In Teams Meetings, the meeting can be transcribed and CoPilot can identify key points or create a task list.   

To learn more about CoPilot for Microsoft 365, please view the following video:

CoPilot for Microsoft 365