Category: Outlook SupportYou’ve heard of Copilot and want to know if you can use the app in Outlook? So far, my testing says yes! I have been playing around with Microsoft Copilot for a few weeks, trying to figure out new things and I figured out the Outlook add-in. Here are some simple instructions to help you. I site my sources as well, from Microsoft
1.) Close Outlook
2.) Click on this link https://learn.microsoft.com/en-us/microsoft-sales-copilot/install-sales-copilot
3.) Read this page so you can know more
4.) Then on that page, you will see this “Install Sales Copilot Outlook add-in from AppSource” about half way down, then “Sign in to Microsoft AppSource”
5.) After you finish setting it up, open Outlook and it will or should be in your ribbon like my graphic below
6.) Test it! Reply to an email and in that message, the Sales Pilot Add-In is in the message. Click on it and you will see “draft an email”
7.) Another box will be lower and you can type in something like “reply to Liz” and it will AI generate a response using keywords in the message you received.
8.) Then you will see generated text, click “add to email” and it will move to the body of the message you’re replying to
9.) Edit as needed
10.) Send
11.) Love the message? Make it a template!
12.) Before you send, click on the “templates” and add to you 365 templates.
If you need my help, please contact me below. Thanks!
You’ve heard of Copilot and want to know if you can use the app in Outlook? So far, my testing says yes! I have been playing around with Microsoft Copilot for a few weeks, trying to figure out new things and I figured out the Outlook add-in. Here are some simple instructions to help you. I site my sources as well, from Microsoft. For this app, you do not need an enterprise license, just a 365 Exchange account.
1.) Close Outlook
2.) Click on this link https://learn.microsoft.com/en-us/microsoft-sales-copilot/install-sales-copilot
3.) Read this page so you can know more
4.) Then on that page, you will see this “Install Sales Copilot Outlook add-in from AppSource” about half way down, then “Sign in to Microsoft AppSource”
5.) After you finish setting it up, open Outlook and it will or should be in your ribbon like my graphic below
6.) Test it! Reply to an email and in that message, the Sales Pilot Add-In is in the message. Click on it and you will see “draft an email”
7.) Another box will be lower and you can type in something like “reply to Liz” and it will AI generate a response using keywords in the message you received.
8.) Then you will see generated text, click “add to email” and it will move to the body of the message you’re replying to
9.) Edit as needed
10.) Send
11.) Love the message? Make it a template!
12.) Before you send, click on the “templates” and add to you 365 templates.
If you need my help, please contact me below. Thanks!
FIXED: I was trying to setup a new Microsoft 365 Exchange account in Outlook desktop and it only gave me IMAP as an option. It should not as it’s a new account and I hadn’t changed the mail settings in the admin control center. After doing some research and help from my 365 vendor, turns out the account was not accepted as a domain, the tenant account was authorized but the domain was not.
As I did not do the actual work, I still wanted to share the answer and here is a link that gives better instructions. If you have a CSP partner, they can most likely help. If you call Microsoft, be sure to tell them you found my blog so they can skip other troubleshooting and get to the real issue. If you need my help with this or other 365/Outlook issues, please fill out the form below or schedule an appt.
Manage accepted domains in Exchange Online | Microsoft Learn
This was an interesting error to try to fix for my client. He was using Outlook 2016 and needed his office upgraded due to his new 365 Exchange account not connecting. I upgraded his office the correct way, but still got this error when opening Word and Excel docs.
I did the usual things to check, credential manager, accounts, etc. Nothing showed another account so I was not sure what to do. Like you all, I head to the internet looking for answers. Since I know how to read tech blogs well, I found the answer pretty quickly and will share with you all what I did and site my source.
Solution #4 was the fix, fairly simple and it worked immediately. Turns out he had an old 365 account that was not visible in the computer/settings.
Remember to backup the registry before doing any reg hacking. If you need my help, feel free to schedule time on my calendar below.
Clients who have worked with me for years know how fast and efficient I can be during our time together. Since many only call me every year or so when they have problems, things can change on their computers; such as a new computer, more data, new accounts and configurations can change. Starting now and in 2024, I will be using my new core services outline for all appointments. If you’d like my help solving problems and want me to support you in the future, it’s important we complete this list your first time you call. The core list won’t need to be done every time you call as we will have the notes.
When you book an appt, here is the list of services you receive:
Thank you for your interest in my 30-minute 365 training! If you are new to my site, first thing I ask is for a 15 min consultation to discuss your training needs and be sure I’m going to hit your goal. Before our call, please review the list below of all the training options I have. I can also add any custom requests to any session.