Microsoft Copilot for Individuals | Complete Tutorial

About this video

Nick tutorials Copilot for individual Microsoft 365 subscribers, distinct from free/company accounts. Personal includes most features; on Family only the primary holder gets Copilot, while Premium adds pre-made agents. Subscriptions include monthly AI credits used for requests inside Word, Excel and Outlook. There are two chat sites: Microsoft Copilot at copilot.microsoft.com (natural voice talk mode, picture uploads) and Microsoft 365 Copilot (Create tool, downloadable Word/PowerPoint/Excel files, OneDrive referencing via ‘/’ or Add Content, and Outlook email/calendar search). Consumer-site connectors can link OneDrive, Outlook and Google Drive/Gmail, but Gmail search is limited and needs specific keywords. Skills: continuing context, new/saved/deletable chats, citations to verify sources, voice input, uploading/dragging files and screenshots for analysis or troubleshooting, generating/revising text and images, and Create/Library tools for images, podcasts, research reports and quizzes. Prompt engineering uses role, goal, context, expectations and sources, plus suggested prompts/gallery. Premium agents include Researcher (deep source-comparing reports, asks clarifying questions, slow, no images) and Analyst (data insights, charts). Memory differs: the consumer site stores explicitly told ‘facts you shared’ and can delete all memory, while Microsoft 365 Copilot retains no personal facts across chats; history is cleared separately per service in privacy settings. Pages save/edit/share responses on both sites; Notebooks (Microsoft 365 only) focus research on chosen sources and generate an audio overview, though not from Excel/PowerPoint. Apps: Windows, Mac and mobile — no Microsoft 365 Copilot app on Mac at recording — plus Windows Vision, Copilot key/Windows+C, and Edge. In apps: Word has chat-only vs allow-editing, blank-document drafting and text rewriting; Excel does Q&A, sorting, filtering, conditional formatting and dashboards when editing is allowed; PowerPoint does Q&A, image insertion, presentation/slide creation outside the panel and translation; Outlook does priority inbox triage, thread summaries, Draft/Write with Copilot and saved draft instructions.

Key takeaways

• This is for individual Microsoft 365: Personal covers most features, Family gives Copilot only to the primary holder, and Premium adds agents; in-app requests consume monthly AI credits
• Use both sites deliberately — copilot.microsoft.com for voice and picture uploads, Microsoft 365 Copilot for downloadable Office files, OneDrive referencing and Outlook email/calendar search
• Write stronger prompts with role, goal, context, expectations and sources, and always check citations because Copilot’s internet-sourced answers may be inaccurate
• Memory is split: the consumer site stores only facts you explicitly tell it to remember, while Microsoft 365 Copilot retains no personal facts across new chats
• In Word, Excel, PowerPoint and Outlook, distinguish chat-only mode from allow-editing mode — only the latter lets Copilot change documents, sort/filter data, build dashboards or draft directly

Episode details: published April 20, 2026 · 1:22:39 long. Summary written by Self Growth Videos from the episode itself. Business results and any income figures mentioned are Kevin Stratvert’s own claims, shared for education — they are not typical or guaranteed.

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