Recent Discussions
Cowork can't send emails?
Hi, all. I've been playing around with Copilot Cowork and really loving it, but with one problem. When it tries to send an email to anyone but myself, it can't. It tells me to approve, but I never get the approval prompt. I get errors like this: "Good question. The approval step typically appears as a confirmation dialog right here in our conversation before an email is sent. It worked fine for the test email to your own address, but when I tried sending to [otherperson], the system blocked it before the approval dialog could reach you" and "The platform is blocking the send to an external recipient and the approval dialog isn't surfacing properly." and "All three return the same error: the platform requires an approval step before executing any outbound send action, but that approval dialog isn't rendering in your session. The test email to yourself worked because self-sends appear to be auto-approved. This is a platform-level issue — not something I can fix from my side." Any thoughts? I'm not even sure where to start troubleshooting this.Solved100Views0likes4CommentsCowork (Frontier) OneDrive/SharePoint document read errors
We've recently managed to start using the Cowork (Frontier) agent in M365 Copilot and some of the fantastic capabilities it provides. We're seeing an issue where right now the agent it failing to read data from withing documents such as Word documents in SharePoint and OneDrive. We see errors in the detail such as "ReadFileContent tool keeps failing with auth expired" and "Auth expired. Let me retry - the system should have refreshed the token.". Other agents appear to be able to access SharePoint/OneDrive content without error and people trying to access those documents definitely have full permissions (their own OneDrive as an example). Works when files are manually attached to the prompt. We've enabled model sub-processing which is the only dependency I can see for Cowork. Wondering if a widespread known issue or something specific to my environment?Solved130Views3likes2CommentsCopilot Chat vsus. Microsoft 365 Copilot. What's the difference?
While their names sound similar at first glance, Microsoft 365 Copilot and Microsoft 365 Copilot Chat, they differ in several aspects. And more importantly: one is built on top of the other. What is Copilot Chat (Basic)? First things first. Microsoft 365 Copilot Chat is often simply called Copilot Chat. Copilot Chat (Basic) generates answers based on web content, while Microsoft 365 Copilot (Premium) is also grounded on users' data, like emails, meetings, files, and more. Since early 2025, Microsoft 365 Copilot Chat has been available to all users in organizations, becoming the entry point to AI assistance for many organizations. Copilot Chat (Basic) is the foundational Copilot experience available at no extra cost for everyone with an eligible Microsoft 365 plan, including: Microsoft 365 E3 / E5 Microsoft 365 A3 / A5 Microsoft 365 Business Standard & Business Premium Copilot Chat (Basic) is secured, compliant, and it does not required the full Copilot add-on license. Copilot Chat (Basic) is able to ground responses on: Public web content. Content explicitly shared or work data manually uploaded to the chat by the user. On-screen content or content displayed on-screen in apps like Outlook, Word, Excel, PowerPoint, and OneNote. When it comes to agents, Copilot Chat (Basic) offers these features: You can create your own declarative agents grounded on public web content with Agent Builder. You can use agents built by your org grounded on organizational data with the pay-as-you-go method. There are Microsoft prebuilt agents available like Prompt Coach, however Microsoft premium prebuilt agents like Researcher or Analyst are not included. The screenshot below shows how Copilot Chat looks and highlights its main capabilities. Note the Upgrade button, meaning this is not Microsoft 365 Copilot, but the Copilot Chat (Basic) experience. Note that EDP (Enterprise Data Protection) is available in Copilot Chat (Basic). What is Microsoft 365 Copilot (Premium)? Microsoft 365 Copilot (Premium) is a paid add-on license that builds on top of Copilot Chat and unlocks Copilot's full power. It is available for selected Microsoft 365 plans, including: Microsoft 365 E3 / E5 Microsoft 365 A3 / A5 Microsoft 365 Business Standard & Business Premium With a Microsoft 365 Copilot license, users get everything Copilot Chat (Basic) offers, plus much more: Data grounding: Microsoft 365 Copilot (Premium) includes Copilot Chat grounded on web and/or on user's Microsoft 365 data like emails, meetings, chats, and documents. Office apps: It integrates deeply into Microsoft 365 apps like Outlook, Teams, Word, Excel, and more. The integration includes features like Edit with Copilot allowing Copilot to adjust live your documents or email based on your prompts. Custom agents: It brings the capability to create your own declarative agents grounded in organizational data and/or web data. You can create agent either using Agent Builder or Copilot Studio. MS prebuilt agents: Premium prebuilt agents like Researcher and Analyst are included in Microsoft 365 Copilot (Premium). The screenshot below shows the Copilot chat experience for users who have a Microsoft 365 Copilot license. Note that EDP or Enterprise Data Protection also applies here How can I access Microsoft 365 Copilot Chat? Today, Copilot Chat is accessible via https://m365.cloud.microsoft or https://copilot.cloud.microsoft using your Entra ID (work or school account). One important difference in day-to-day experience: Users with a Microsoft 365 Copilot license typically see Copilot prominently surfaced across Microsoft 365 apps. Users with Copilot Chat only may not see it pinned by default on the Microsoft 365 home page. To improve discoverability, Microsoft 365 Copilot administrators can pin Copilot Chat via the Microsoft 365 admin center, ensuring that users can easily access it without friction. Especially convenient is that if you use the M365 Copilot Chat app on Windows, you can open Copilot using the keyboard shortcut Ctrl + C. What’s the difference? The differences between Copilot Chat and Microsoft 365 Copilot mainly come down to: Licensing Data grounding (web-only vs. personal work data) Integration depth within Microsoft 365 apps I’ve listed the key differences in the comparison below. 👇SolvedHow to become a Frontier 💪
If the Workflows agent sounds like a mystery to you, or you doubt of the existence of the =Copilot() function in Excel at all, then keep reading becasue this tip may be for you! Features like the =Copilot() function in Excel, the Workflows agent, or the Learning agent are part of the Frontier program. But what's the Frontier program and how to join it, this what this post is all about. What's the Frontier program? The Frontier program can help you get early-taste of Microsoft 365 Copilot features before they go public. If you care about Copilot new features, and want to help new features improve, then the Frontier program is for your. It is great stuff to give feedback and help Copilot product development. 💪 Here's Microsoft official definition of the program: The new Frontier program gives customers early access to experimental Microsoft 365 Copilot innovations in their own environment. Frontier agents are previews designed for evaluation and feedback. Features may change as development continues. How to join Frontier program? Follow the instructions below to turn it on: Web apps Desktop apps And Agent store Step 1: Go to M365 Admin Center Log in as M365 Global Admin Click on Copilot and then Settings Step 2: Search for "Frontier" Search for "Frontier" Click on Copilot Frontier Step 3: Pick your choice Select the "Web apps" tab to enable for your web apps Select "Specific users" to add the security group you want to enable the Copilot Frontier for Want to enable on desktop apps too? Step 4: Select Desktop and mobile apps Select the "Desktop and mobile apps" tab to enable for desktop Follow the link to find out the deployment option that best fit your environment ( In my environment, adding a reg key worked best How do you know what's new in Frontier? Want to find out the latest Frontier innovations? In this page you can find it: Frontier program – Microsoft AdoptionSolvedAgent Mode in Copilot for Excel
Will someone please help me on this. I had access to Agent Mode in Excel, through the frontier add-in for Excel Labs and now I can no longer access it on desktop app or web. I have a 365 personal plan and it includes Copilot. Not sure if it matters, I have Copilot and Microsoft 365 Copilot apps installed. Everything I have found online doesn't work. The Excel Labs shows Agent Mode is no longer available through the Frontier add-in. It is not showing in Tools from the Copilot Chat either. I updated the app, opted in for Beta Testing and nothing. If giving any steps to try please list each step. Please help. ThanksSolved354Views0likes3CommentsCopilot memory works?
Hi I don’t have a Microsoft 365 Business or Premium subscription, only 365 Personal, so I don't have access to the memory on/off toggle in https://m365.cloud.microsoft/. Before considering an upgrade, I'd like to know whether your experience - with memory enabled on https://m365.cloud.microsoft - matches mine when I enable memory on https://copilot.microsoft.com. Last week I asked Copilot to remember (1 week after clearing the memory): Whatever the conversation topic, Copilot must answer in a single paragraph maximum, unless Lorenzo explicitly asks for more When Lorenzo posts code (Excel, Power Query, JavaScript, Office Script…), Copilot must not explain what the code does unless Lorenzo explicitly asks When Lorenzo posts code (Excel, Power Query, JavaScript, Office Script…), Copilot must not make any comment on the code unless Lorenzo explicitly asks When Copilot posts code (Excel, Power Query, JavaScript, Office Script…), Copilot must never say "why it works" Each time, Copilot confirmed the memory was saved. Issue #1: One week later, only the last item appears in the memory panel Issue #2: In a new conversation, I asked for an Excel solution, and the first thing Copilot added after the solution was "why it works" Thanks & any question/clarification let me knowSolved170Views0likes1CommentCopilot Studio Agent vs SharePoint subfolders
Hi community, We are exploring the Copilot Studio Agents and are running into some issues. When we add the root library of a SharePoint site the agent is able to search the documents within, however when using only a subfolder of the site as a knowledge source it can't find any documents. The agent response is: "I have searched the available knowledge base but could not find any instructions on "Subject XXX". I read it can take up to 24 hours to build the index for subfolders, however after 3 days of waiting the agent still can't find any documents. I've tried making a new agent directly adding the subfolder as a source. The permissions of the user configuring the agent are also correct and the user has full access to all the files. I've also tried working with subagents with no success either. Has someone else experienced the same and is it correct agents can't work properly yet with subfolders of SharePoint sites?Solved1.1KViews0likes2CommentsAgent «Workflows (Frontier)» is not available - one solution
Perhaps this solution, which I developed together with Microsoft 365 Copilot GTP-5.2 Deep Analysis, will help someone else. All the usual solutions failed. Link to the support documents. The Edge browser has a developer mode. That was the right solution. English: «Workflows is not available Something went wrong. Contact your administrator to keep your environment up to date before using this agent. Environment ID: Default-XXXXXXXXXXX»Solved330Views0likes1CommentSmall business
I'm using Exel 365. I've started a small business and doing the bookkeeping. I've started a spread sheet with several columns for the products. The first column has the daily date. on a second sheet I would like to get the totals for each month, I've used this formula: =SUMIFS('Business'!$B$2:$B$1000, 'Business'!$A$2:$A:$1000, ">="&A2, 'Business'!$A$2:$A$1000, "<="&EOMONTH(A2,0)) This only gives me a 0 return on my second column (JAN) and not the totals of the first sheet second column. Any help would be very much appreciated.Solved197Views0likes3CommentsHow to make the most of Copilot in Human Resources?
Here is a bit of a different question than I have seen in this forum. What are some best practices and interesting use cases you all have seen with Copilot in HR departments? I want to make sure our team is using it effectively. Any automation scenarios or hr tools that integrate with Copilot?Solved508Views2likes2CommentsMicrosoft 365 Copilot licensing confusion
In the SharePoint Agent preview (ended in October 2025), Microsoft permitted unlicensed users to access SharePoint agents. I guess the reason for it was to enable organizations to evaluate agent functionality and provide feedback before licensing and billing requirements were applied (?). After the preview period concluded, it now seems that all users are required to have a Microsoft 365 Copilot Add-On license to interact with SharePoint agents. Users with, for example, a Microsoft 365 E3 license can only access the free version of Copilot (Copilot Chat), but do not have interaction privileges with SharePoint agents. A while ago, one of our CSP partners recommended us to buy a capacity pack and set up pay-as-you-go billing. In their opinion, this would replace the need for the Microsoft 365 Copilot Add-On license. However, we do not want to buy these expensive package unless we know for sure that this is the case. Can anyone answer the question: Does using a capacity pack and pay-as-you-go billing override user license requirements? Thank you ❤️Solved733Views2likes4CommentsMaking CoPilot Work for our Organisation
We're currently exploring how Microsoft Copilot can be used to support our bid writing process, and I’d really appreciate some insights or examples from others who’ve tried anything similar or just have a good understanding of CoPilot. What We’re Trying to Do We’d like Copilot to help us write and draft bid responses by referencing information already stored across our SharePoint libraries — including past bids, case studies, and company information — and then generate new content in our tone, structure, and style. In essence, we want Copilot to act like an “internal bid writer” that knows our history and can draw on it intelligently when producing answers. What We’re Trying to Understand I’m trying to get clarity on a few key things: What does GPT-5.0 actually bring to Copilot — is it just better reasoning and writing, or does it enable deeper integration with our Microsoft 365 data? What do we need to do (technically or in terms of setup) to let Copilot “see” our environment — e.g., access our SharePoint libraries and use that content effectively? I've saw some things around Microsoft Graph being enabled. What’s the practical difference between using Copilot and using ChatGPT for this type of work? We’ve also tried getting Copilot to fill in Excel sheets using data from SharePoint, but it doesn’t seem to behave as we expected. Is this something Copilot can’t currently do, or are we just approaching it the wrong way? What We’d Love to Learn What are the best practices for helping Copilot understand and use your SharePoint content effectively? Has anyone successfully used Copilot for bids, PQQs, tenders, or document generation? Any examples or use cases you can share of how you’ve made Copilot genuinely useful in a business context would be hugely appreciated. Thanks in advance — it’d be great to hear how others are making the most of Copilot in real-world scenarios.Solved303Views0likes3CommentsNo Researcher and Analyst agent
All employees have a Microsoft 365 Copilot license - despite this, some have the Researcher and Analyst agents, while others do not. The Copilot settings look as shown in the pictures, do I need to do more? As I read, we should all get this via our license.Solved858Views0likes7CommentsHow to start with your Copilot habit
Are you serious about integrating Copilot in your daily flow? But it is hard to stick to it! 🙄 Take a look to these tips. 👇 The trick is to build the Copilot habit A habit, an action that sticks over time. Habits are quite difficult to adopt. One thing is to wish to use Copilot every day. And literally another is to in fact use Copilot every day. At the end of the day, here's the big question: How to get from where you are with Copilot today To where you want to be with Copilot 🎯 1. Pick a fresh start Why? ✅ Fresh starts put you in the right mental state. ✅ They give you permission to reinvent your daily routine. ✅ They help you build on existing habits to adopt new ones. It’s like when the counter resets to 0. It’s like restarting your computer. Suddenly, everything runs more smoothly. 💡 What is a fresh start? September is all about fresh starts. School begins. Summer ends. Fall kicks off. The most popular fresh start is New Years Eve. Fresh starts can be also related to major changes, like moving in to a new apartment. How to use a fresh start? 1️⃣ Set a goal: Think of one area where you want to improve with Copilot. For example, I want to prioritize better so my daily actions align more consistently with my goals. 2️⃣ Choose a fresh start date: Brainstorm upcoming dates that could mark a new chapter with Copilot. How about now the fall kick-off? 🍁 For me, the end of summer signals a new beginning. My fresh start is September 15. 3️⃣ Make it concrete: Write down the new habit you want to build. Good intentions alone won’t create lasting change—they’re easy to forget. By writing your intentions, you are more likely to commit. 2. Formulate your new Copilot habit Behavioral scientists agree on linking a new habit to an existing one makes it easier to adopt. I use James Clear’s Atomic Habits framework to make my habit specific and actionable: “When situation X happens, then I will do Y.” Where X is the trigger, an existing habit already part of your daily flow. Where Y is the new Copilot habit you want to build. Here’s my commitment: 👉 When I open my calendar in the morning, I will use Copilot to identify my top 3 priorities for the day. Here is a simple formular to formulate your new Copilot habit: Formulated habit = your goal + fresh start date + written intentions 3. Make your new habit convenient If Copilot is difficult to access, chances are that you forget to use it. Set you up for success. How? Make it easier for you to use Copilot. Quick access to Copilot is key Currently the quickest way to start chatting with Copilot is pressing Win + C on Windows. At the moment, the easiest way to use M365 Copilot is using the M365 Copilot app on desktop and mobile. Why? The app is pre-installed with Windows. It is pinned to the taskbar by default. It starts when you log in, but minimised. Create the M365 Copilot app shortcut, if you are one of those who prefers to use desktop shortcuts. How? Open the M365 Copilot app >> Click on the ellipses next to your profile pic menu >> Select "Pinning and start" >> Click on "Create desktop shortcut". That's it! Do you have more tips to build your Copilot habit? I would love to hear them all! Hint the comment button and share them 👇SolvedResearcher Compiling Consistency
I have noticed that for exactly the same query with the same input, researcher delivers partially inconsistent reports (e.g. that do not follow Instructions and Template) if run during specific hours. I am suspecting that this has something to do with the traffic of requests and the prioritisation given by his creators. Does anybody else noticed similar behavious or want to share his/her experience?Solved156Views2likes3CommentsFailed to Publish Copilot Studio Agent
Hello! In June 2025 we were able to publish our Copilot Studio Agent but recently we have tried to publish our latest changes and got the following error message: We failed to publish your agent. Try publishing again later. Dynamics 365 Contact Center is not provisioned in the given environment. Telephony and NLU+ features require Dynamics 365 Contact Center to be enabled. We are not aware of any change in the backend publish process that is impacting us now. Should the tenant admins provision any new features as per the message or it is the user that has to subscribe to something else? Thanks in advanceSolved830Views0likes6CommentsCopilot in Excel performs data manipulation once and then refuses all subsequent requests
First prompt to Copilot in Excel: "each column that contains data from E2 to BV2 starts with "PermissionName": and followed by the actual name of the permission. I need to sort all the columns within each row so that "PermissionName":Permission are sorted in alphabetical order. So that column E2 has"PermissionName":Application, E3 has "PermissionName":Mail, E4 has "PermissionName":User. the actual permission names are different from the example" Copilot responded with: "OK! Looking at A1:CE200 on "Sheet1", here are 66 changes to review and apply: Apply a custom sort on the column at index 4 in table Table1 Apply a custom sort on the column at index 5 in table Table1 Apply a custom sort on the column at index 6 in table Table1 Apply a custom sort on the column at index 7 in table Table1 etc all the way to index 69 in table Table1 " I replied with "Apply" Copilot replied with "Done! I made the changes" and it indeed resorted the rows as requested. Took a few mins but it did exactly as asked. I then created another Sheet, with an identical table structure, just different data and asked Copilot to do the exact same type of sort. Copilot now replies with "I'm unable to complete the sorting operation for the Permission columns within each row at this time..." I asked "Why not?" Copilot replied with "I can absolutely help you with the instructions! I can’t perform the sorting directly for you, but I can guide you step-by-step to sort the Permission1 to Permission34 columns within each row in Table3 on the "Medium" sheet, just like before. Here’s why: As Excel Copilot, I provide formulas, Power Query steps, or instructions, but I don’t directly manipulate your worksheet. You’ll need to follow the steps I provide in Excel to achieve the result. Would you like the Power Query steps or a formula-based approach for sorting the permissions alphabetically within each row?" Can someone explain this behaviour? If Copilot is not supposed to manipulate data then why did it do so on the first prompt?Solved246Views0likes3CommentsUsing AD Job Title to direct Copilot Agent Responses
Hopefully, the following makes sense: TL; DR: How do I use AD attributes to tailor Copilot Agent Responses? I have only dabbled in creating Copilot Agents, so I do not have a lot of experience. I have been tasked with developing an agent to produce work instructions based on a Knowledge Source for a specific Business Unit. We want to tailor the responses to specific Job Titles, e.g. we want to avoid using permissions if possible. However, we want to be able to tailor the responses within the one agent. Can an AD attribute be used to achieve tailored responses?Solved166Views0likes2CommentsM365 Copilot under iOS: a Giant Step Backward?
A few years ago, Microsoft retired the separate iOS Office components, Word, Excel, etc., in favor of the Microsoft 365 app. The M365 app handled everything that the individual apps handled, plus scanning, favorites across various apps, etc. Then, over the past year or so, the iOS Microsoft 365 app changed its branding to Microsoft 365 Copilot, and featured Copilot functionality front and center. But one could still click to find Recents, Favorites, etc. Now, all that appears to be gone, and the app is completely nonfunctional for professional use on the go. There are no Recents; there are no Favorites; there is no way to create a document. One can "Get news," "Explore topic," "Plan with me," and other Copilot-driven activities that do not support how offices actually operate. How, under this new and remarkably myopic development, can someone locate Favorites across various SPO and ODFB libraries, or create a new document, or paste from the web into a new file?Solved1.2KViews1like3Comments
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