Instructions for Utilizing Copilot

Access Copilot Chat through any web browser, and when you sign in with your UMB credentials, you are working in a protected environment designed to keep your information secure.

• About Copilot Chat
• Use Copilot Chat on desktop, mobile, Edge or Microsoft365.com
• Use Copilot Prompt Gallery
• Analyze an uploaded document in Copilot Chat
• Create a document with Copilot Chat
• Create a graph with Copilot Chat

Additionally, UMB hosted a Copilot Prompt-a-Thon in November, 2025.  To view a recording of each of the sessions, please visit our IT Training Resources page. 

This advanced AI assistant is fully integrated with Microsoft 365 applications, including Word, Excel, PowerPoint, Outlook, and Teams.

Getting Started:

• Meet Copilot
• What you can do with Copilot
• Start using Copilot

Learn the basics of prompting:

• What is a prompt?
• What makes a good prompt?
• Quick tips for better prompts?

Building AI Agents

Visit the Building AI Agents page to view the 10-lesson course on the fundamentals of building AI agents. 

Want to learn more?

• Visit Microsoft 365 Copilot Video Tutorials to view any of the above tutorials or to access more information on the topics of Create, Summarize, Communicate, and Catch up.  
• Visit Microsoft 365 Copilot help & learning to view additional information about how Copilot can be utilized across all Microsoft 365 applications.