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How to Use New Copilot Pages in Microsoft 365

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How to Use New Copilot Pages in Microsoft 365

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How to Use New Copilot Pages in Microsoft 365


Microsoft’s introduction of Copilot Pages in Microsoft 365 marks a significant advancement in collaborative document creation. This innovative feature embeds AI capabilities within a shared platform, allowing you to draft, edit, and share documents with unprecedented efficiency. Integrated seamlessly into Microsoft Loop, Copilot Pages transforms the AI assistant into a collaborative environment, streamlining teamwork and enhancing document management processes.

The new Copilot Pages feature brings AI capabilities into a shared workspace. Whether you’re working on a project charter or a business proposal, Copilot Pages seamlessly integrates into Microsoft Loop. Accessing these innovative tools is as straightforward as launching Microsoft Teams or visiting a website.

Microsoft Copilot Pages

Copilot Pages is more than just a time-saver; it’s a productivity booster that fosters a truly collaborative atmosphere. With features like dynamic tables, @ mentions, and real-time editing, your team can stay connected and engaged, making document creation not just a task, but a shared journey.

TL;DR Key Takeaways :

  • Copilot Pages in Microsoft 365 enhance collaborative document creation by integrating AI capabilities, streamlining teamwork and document management.
  • Seamless access through Microsoft Teams or a dedicated website allows for easy initiation of collaborative projects, boosting productivity and consistency.
  • Comprehensive editing and formatting tools in Microsoft Loop enable efficient transition from AI-generated content to polished documents.
  • Enhanced collaboration features include dynamic tables, @ mentions, and flexible sharing options, promoting active teamwork and secure information distribution.
  • Real-time editing and integration with Microsoft Loop workspaces optimize user experience, simplifying document management and ensuring continuous improvement.

Seamless Access and Integration

Accessing Copilot Pages is remarkably straightforward. You can launch it directly through Microsoft Teams or via a dedicated website, allowing you to initiate collaborative projects with ease. The platform enables you to create document prompts that generate structured content, such as: Project charters, Meeting agendas, Business proposals and Research summaries.

This feature not only saves time but also ensures consistency across various document types. The seamless integration into existing workflows significantly boosts productivity and fosters a collaborative environment.

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How to Use Copilot Pages

  1. Access Copilot at Microsoft.com/Copilot. If you have an M365 Copilot license, you can also access Copilot in Teams and Outlook. 
  2. Chat with Copilot as you usually would. Once you receive a response you’d like to keep, click ‘Edit in Pages’. This will create a page and open it side-by-side the chat with the response already copied and formatted, including link previews and code blocks. A reference to the page will automatically be added in the chat. 
  3. Add and refine. You can continue your conversation in chat. Clicking ‘Edit in Pages’ will add subsequent responses to the bottom of the page. Everything on the page is editable – just click on the page and start typing. Pro tip: type “/” to view a menu of content types that you can use. 
  4. Share and collaborate. When you are ready, you can share your page with others who will be able to collaborate on it with you. People you share with will have access to the page and its content, not your Copilot session. If you and your team have a Microsoft 365 Copilot license, you can view the page in full screen to use Copilot directly within the page, adding to each other’s prompts and collaborating on a final output. Pro tip: Click the share icon in the upper right and select “Copy component” to surface the page in a fully interactive way when you paste it in Teams or Outlook.  
  5. Access your pages. Return to your page at any time by clicking the link in the chat where you first created the page or by opening the Pages tab in Microsoft365.com, where you will see all the Pages that you previously created. 
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Efficient Editing and Formatting

Once Copilot generates a response, you can effortlessly transition to editable pages. Microsoft Loop offers a comprehensive suite of formatting and editing tools, allowing you to refine and tailor documents to your specific requirements. This smooth transition from AI-generated content to polished documents enhances the editing experience, making it more efficient and user-friendly.

The platform provides:

  • Rich text formatting options
  • Image and media insertion capabilities
  • Table creation and customization tools
  • Version history tracking

These features combine to create a powerful editing environment that caters to diverse document creation needs.

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Enhanced Collaboration Features

Copilot Pages includes dynamic tables that support sorting and filtering, significantly aiding in data organization and analysis. You can use @ mentions to alert team members and share access to specific document sections, keeping everyone informed and engaged. These features encourage active collaboration and effective communication within your team.

Additional collaboration enhancements include:

  • Real-time co-authoring capabilities
  • Comment and suggestion tools
  • Task assignment and tracking
  • Integration with other Microsoft 365 apps

These tools create a cohesive collaborative ecosystem, fostering teamwork and improving overall productivity.

Flexible Sharing and Permissions

Copilot Pages offers versatile sharing options. You can share pages as live components or links, providing flexibility in information distribution. Configurable permissions allow you to manage access levels, making sure sensitive information remains secure while still promoting collaboration. This control is vital for maintaining document integrity and confidentiality.

Key sharing and permission features include:

  • Granular access control settings
  • Time-limited sharing options
  • External user access management
  • Audit trails for document access and changes

These features provide a robust security framework that balances collaboration needs with data protection requirements.

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Streamlined Feedback and Integration

Feedback collection is simplified through email integration, allowing you to gather insights and suggestions from team members efficiently. Copilot Pages can also be integrated into Microsoft Loop workspaces, creating a centralized hub for document management and collaboration. This integration enhances the feedback process, making sure continuous improvement and alignment with team objectives.

The platform assists:

  • Structured feedback collection
  • Automated notification systems for feedback requests
  • Integration with project management tools
  • Analytics on document engagement and feedback patterns

These capabilities create a comprehensive feedback ecosystem that drives document quality and team alignment.

Optimized User Experience

Real-time editing and collaboration are central to Copilot Pages, allowing you to work alongside team members simultaneously. This feature simplifies document management and sharing, making sure everyone has access to the latest information. By focusing on content creation and collaboration, Copilot Pages enhance the user experience, freeing you from administrative burdens.

User experience improvements include:

  • Intuitive interface design
  • Customizable workspace layouts
  • Intelligent content suggestions
  • Seamless mobile and desktop synchronization

These enhancements create a user-centric environment that adapts to individual and team preferences, maximizing productivity and satisfaction.

Copilot Pages in Microsoft 365 transforms collaborative document creation by integrating AI-powered tools into a cohesive environment. With features like dynamic tables, configurable permissions, and real-time editing, you can significantly boost productivity and streamline team collaboration. This innovative platform makes document management more efficient and effective, setting a new standard for collaborative work in the digital age.

Media Credit: Kevin Stratvert

Filed Under: AI, Guides, Top News





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