OneNote

Why Is Copilot Greyed Out in OneNote?

Spencer LanoueSpencer Lanoue
OneNote

Finding that Copilot is greyed out in OneNote can be pretty frustrating, especially when you're counting on it to help boost your productivity. Whether you're trying to streamline your note-taking or collaborate more effectively, having Copilot at your fingertips makes a world of difference. Let's take a look at why this might be happening and how you can get things back on track.

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Understanding Copilot in OneNote

Before we jump into the potential problem, let's talk a bit about what Copilot actually does in OneNote. Essentially, Copilot is a feature that leverages AI to assist you with various tasks within OneNote. From generating content to organizing your notes, it's designed to make your life easier by automating repetitive tasks and providing intelligent suggestions.

Imagine you're working on a research project and have a pile of information to sift through. Copilot can help you summarize notes, suggest categorizations, and even find connections between different pieces of data that you might not have noticed. It's like having a super-efficient assistant right there in your notebook.

But what happens when this trusty assistant is suddenly unavailable? That's where we start investigating why Copilot might be greyed out and how you can fix it.

Checking Your OneNote Version

One of the most common reasons for Copilot being greyed out is using an outdated version of OneNote. Microsoft frequently updates its software to improve functionality and security. Sometimes, features like Copilot require the latest version to work correctly.

Here's how you can check your OneNote version and update it:

  • Open OneNote: Launch the OneNote application on your device.
  • Access Settings: Click on the "File" menu and then select "Account" or "Office Account" depending on your version.
  • Check for Updates: Look for an "Updates" or "Update Options" button. Click it and select "Update Now."

If there are updates available, they will be downloaded and installed. Once that's done, restart OneNote and check if Copilot is still greyed out.

Compatibility with Your Operating System

Another potential roadblock could be compatibility issues with your operating system. Copilot, like many advanced features, may require a certain version of Windows or macOS to function correctly.

Here's what you can do:

  • Check Your OS Version: On Windows, go to "Settings" > "System" > "About" to see your OS details. On macOS, click the Apple icon and select "About This Mac."
  • Update Your OS: If your system is outdated, you might need to update it. Windows users can go to "Settings" > "Update & Security" > "Windows Update," and Mac users can navigate to "System Preferences" > "Software Update."

Keeping your OS up to date ensures compatibility with the latest software features. After updating, check OneNote again to see if Copilot is available.

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Ensuring You Have the Right Subscription

Sometimes, access to certain features is tied to specific subscriptions. Copilot might be part of a package that's not included in your current Office 365 or Microsoft 365 subscription.

Here's how to verify your subscription details:

  • Access Account Information: Go to the Microsoft account page and log in using the account linked to your Office 365.
  • Check Your Subscription: Navigate to "Services & subscriptions" to see what you're currently subscribed to.
  • Upgrade If Necessary: If you find that your subscription doesn't include Copilot, you might consider upgrading to a plan that does.

Having the right subscription can unlock a host of features and ensure you're getting the most out of your tools.

Checking for Administrative Restrictions

If you're using OneNote in a work or school environment, administrative restrictions could be the culprit. IT departments often set permissions that limit access to certain features for security reasons.

Here's how to address this:

  • Contact IT Support: Reach out to your IT department to inquire if there are any restrictions on using Copilot in OneNote.
  • Request Changes: If there are restrictions, you might be able to request access or ask for an explanation of why it's limited.

Being proactive and communicating with your IT team can often resolve these issues swiftly.

Signing In with the Correct Account

Sometimes, the simplest solution is the one we overlook. Ensure you're signed into OneNote with the account that's authorized to use Copilot. It's surprisingly easy to be logged into the wrong account, especially if you juggle multiple Microsoft accounts for work, school, or personal use.

To check and switch accounts:

  • Access Account Settings: Open OneNote, click on your profile icon or name, and select "Switch Account" if available.
  • Sign In with the Correct Credentials: Make sure you're using the email and password associated with the account that has Copilot access.

Once you've confirmed you're using the right account, check to see if Copilot is now active.

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Network Connection Issues

Your network connection could also be a factor. Copilot relies on cloud services to function. If there's a disruption in your internet connection, it might not be available.

Here's how to troubleshoot network issues:

  • Check Your Connection: Ensure your device is connected to the internet and that your connection is stable.
  • Restart Your Router: Sometimes a simple router restart can resolve connectivity issues.
  • Try a Different Network: If possible, switch to another network to see if the issue persists.

Once you've confirmed that your internet connection is stable, try accessing Copilot again.

Updating Your Office Apps

Even if your OneNote is updated, other Office apps might need updates to ensure everything works smoothly together. Microsoft Office apps are interconnected, and updates in one can affect the functionality of others.

How to update all Office apps:

  • Open Another Office App: Such as Word or Excel, and go to "File" > "Account."
  • Check for Updates: Look for the "Update Options" button and select "Update Now."

Keeping all your Office apps updated ensures they work together without hiccups. After updating, open OneNote to see if Copilot is still greyed out.

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Exploring Spell as an Alternative

If Copilot remains elusive despite your best efforts, it might be time to consider alternatives. Spell offers a unique approach by integrating AI directly into your document editing process. Unlike traditional note-taking apps, Spell is built from the ground up to streamline your workflow with AI.

With Spell, you can:

  • Create Documents Faster: Go from idea to polished document in seconds, freeing up your time for other tasks.
  • Edit Using Natural Language: Simply highlight text and tell Spell what changes you need, eliminating the hassle of manual editing.
  • Collaborate in Real-Time: Share and edit documents with your team seamlessly, thanks to Spell's real-time collaboration features.

While Copilot is a valuable tool in OneNote, exploring options like Spell can open new possibilities for efficiency and creativity in your work.

Final Thoughts

Dealing with a greyed-out Copilot in OneNote can be quite the puzzle, but with a few steps, you can usually get it sorted. From ensuring your software is up-to-date to checking account details, everything counts. If Copilot remains tricky, consider Spell for a fresh take on document editing. Not only is it fast, but it also makes collaboration a breeze, saving you time and effort.

Spencer Lanoue

Spencer Lanoue

Spencer has been working in product and growth for the last 10 years. He's currently Head of Growth at Sugardoh. Before that he worked at Bump Boxes, Buffer, UserTesting, and a few other early-stage startups.

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