how do i ugrade to copilot pro?

Hi, Bill Finlayson

Welcome to Microsoft Q&A forum.

Thanks for your question. Here's the path you can follow to upgrade to Copilot Pro:

How to Upgrade

Purchase Copilot Pro

• Go to the Copilot Pro page or sign in at account.microsoft.com.
• You can also buy Copilot Pro through the Copilot app (iOS, Android, Windows), Bing, Edge, or Start mobile apps.

Sign in with your Microsoft account

• Ensure you’re signed in with the same account linked to your Microsoft 365 subscription.
• Copilot Pro works best when paired with Microsoft 365 Personal or Family subscriptions for full desktop app access.

Activate in Excel

• After upgrading, open Excel and check for the Copilot icon in the ribbon.
• If it’s missing, go to File > Options > Customize Ribbon and enable Copilot under Main Tabs.

Requirements for Copilot in Excel

• File Location: Copilot in Excel only works with files saved in OneDrive or SharePoint with AutoSave enabled. Local files won’t work.
• Supported Formats: Use modern Excel formats (.xlsx, .xlsb, .xlsm).
• Language: Excel Copilot features are currently in English only and in preview.
• Subscription:
  • Copilot Pro gives access to Copilot in web versions of Word, Excel, PowerPoint, and Outlook.
  • For desktop apps, you need Copilot Pro + Microsoft 365 Personal or Family.

Thank you for your patience in reading, we hope this information has been helpful to you. 

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To upgrade to Microsoft 365 Copilot Pro for use with Excel, you need to ensure that you have the right Microsoft 365 subscription plan that supports Copilot. Microsoft 365 Copilot is available as an add-on plan, and you can check the licensing prerequisites to confirm if your current plan is eligible or if you need to upgrade.

You can find detailed information about the available plans and how to upgrade on the Microsoft website. If your organization does not have the right plan, you can purchase a new plan or upgrade your existing one.

For more specific steps, you may want to consult the Microsoft 365 Copilot service description guide or the relevant Microsoft 365 business plan comparison resources.

References:

• License options for Microsoft 365 Copilot
• Microsoft 365 Copilot