Sign in to your Microsoft Teams account.

Go toApps, typeCopilot, and then select and download the tools that you need.

On the left side, youll see your downloaded apps.

Search for Copilot in the Microsoft Teams app

put in your prompt in the text box and hit theEnter key or icon.

You should then see a summary of what youre looking for.

To use Copilot elsewhere, go for the logo to expand your list of options.

Use Copilot for Sales in Microsoft Teams

In the sections below, well cover exactly what it’s crucial that you use Copilot in Microsoft Teams.

First, youll need a Microsoft 365 Business Basic, Standard, or Premium account.

Unfortunately, its not enough to have a Microsoft 365 Personal account.

A screenshot saying that Copilot is available for Teams i your subscription

So, if you haven’t already, you’ll have to upgrade.

If you dont see this message, you canbuy Copilot on the Microsoft website.

Copilot costs $360 per year.

The Apps heading for Copilot in Microsoft Teams

Examples include Trello, Seismic, Jira Cloud, and Dropbox.

In Microsoft Teams, select theAppsheading on the left side.

SelectCopilot extensionsto see what’s available.

The “Copilot Extensions” heading under Apps in Microsoft Teams

Look for the Copilot extension(s) youd like to add in Teams.

you’ve got the option to either use the search bar or browse different categories.

When you find one you want, selectAddto install it.

The “Add” button for a Copilot extension

Your extensions will appear in your chat, and you’re able to access them from there.

You may need to sign in to an app to use its extension.

In addition to using Copilot in Teams, you might use the software in several other Microsoft apps.

Use Trello add-on in Microsoft Teams

For example, if youuse Copilot in Word, you’re free to create drafts.

Its also possible touse Copilot in Excelto interact with different data points.

For both, youll need a Copilot subscription.