Forum Widgets
Latest Discussions
Feedback Request: Seamless Context Retention Between Voice and Text Modes in Copilot
בקשת שיפור: שימור הקשר בין מצב קולי לצ'אט כתוב ב־Copilot מאת: מיכאל, MS MVP (ישראל) נושא: שיחה רציפה והקשר נשמר בין קול לכתב תיוגים: Copilot, VoiceChat, ContextRetention, CrossModeSync, AI usability, Excel integration, MS MVP, User Experience, Productivity, Accessibility Feedback Request: Seamless Context Retention Between Voice and Text Modes in Copilot From: Michael, MS MVP (Israel) Topic: Improve continuity and preserve context when switching between voice and text conversations in Copilot Tags: Copilot, VoiceChat, ContextRetention, CrossModeSync, AI usability, Excel integration, MS MVP, User Experience, Productivity, Accessibility Description: Currently, when transitioning between voice and text modes in Copilot, the ongoing conversation context is lost, resulting in a fresh and disconnected session. This poses challenges for users engaged in technical workflows (e.g., Excel functions, coding steps, formula exploration), where discussion begins in voice and requires visual follow-up in text — yet the system fails to remember what was just discussed. Use Case: A user verbally asks for help creating a complex Excel formula. After several minutes of voice dialog, they switch to text mode to view and refine the formula — only to discover that Copilot no longer remembers the earlier voice interaction, forcing redundant explanation and a break in continuity. Suggested Improvements: Enable persistent conversation memory across modes Automatically bring recent voice summary into the next text session Introduce an intelligent switch that allows users to move from voice to text (and back) with full context preserved Support visual rendering (e.g., formulas, graphs) within voice sessions Value to Users: This improvement would dramatically boost workflow efficiency, reduce friction in technical tasks, and allow users to engage naturally — choosing the mode best suited to their needs without sacrificing consistency. תיאור: בעת מעבר בין שיחה קולית לצ'אט כתוב ב־Copilot, לא נשמר ההקשר הקודם. השיחה מתחילה מחדש, דבר שמפריע במיוחד בשיח טכני בו מבקשים תוכן חזותי (למשל נוסחה או קוד) אחרי שדנים בו בקול. מקרה שימוש: המשתמש שואל בקול איך ליצור נוסחה מורכבת באקסל. לאחר שיחה קולית ארוכה, הוא עובר לצ'אט כדי לראות אותה בכתב — אך מגלה ש־Copilot שכח את השיחה הקודמת. צריך לחזור על הכול מחדש. הצעות לשיפור: שימור הקשר מלא במעבר בין קול לכתב סיכום קולי אוטומטי שיופיע בצ'אט כתוב מעבר חכם בין המצבים תוך שמירת רצף אפשרות להציג תוכן טכני גם בשיחה קולית ערך למשתמשים: חוויית שימוש חכמה, טבעית ורציפה ללא הפרעות. מתאים במיוחד למשתמשים טכניים, אנשי מקצוע, תלמידים וכל מי שעובד באופן דינמי ומעמיק. Feel free to reach out if you'd like to explore this idea further. I’d be happy to help. Best regards, (micky) Avidan Michael Microsoft MVP – OFFICE 365 EXCEL Email: email address removed for privacy reasons Relevant tags: Copilot, VoiceChat, ContextRetention, Excel integration, MS MVP, User Experience, Productivity, AccessibilityHow Are You Using Microsoft Copilot to Boost Productivity? [Let’s Share Use Cases + Tips]
Hi Microsoft Community! As a Microsoft Certified Trainer, I’ve been actively exploring Microsoft Copilot in Excel, Word, PowerPoint, and Outlook — and I must say, it’s revolutionizing how we approach daily tasks. For those new to Copilot, it’s an AI-powered assistant integrated into Microsoft 365 that helps you write, summarize, analyze, automate, and create — all using natural language. Think of it as your intelligent digital teammate. Practical Use Cases I’ve Personally Found Valuable: In Excel: - Analyze sales data for monthly trends - Create a pivot table summarizing department-wise bonuses - Highlight outliers in expense data It auto-generates charts, formulas, and summaries without needing technical know-how. In Word: - Generate reports or proposals from short prompts - Summarize long documents or meeting notes in seconds - Rewrite text in a more formal, concise, or persuasive tone In PowerPoint: - Turn an outline into a visually formatted presentation - Auto-generate slide content from Word documents or meeting notes - Adjust tone and theme to match your audience In Outlook: - Write quick, professional replies - Summarize long email threads - Set follow-up reminders and meeting notes automatically Tips to Get the Most Out of Copilot: - Be specific in your prompts. Instead of saying “analyze this data,” try: “Create a chart showing profit growth over the last 6 months, categorized by region.” - Start with small tasks and build trust. Use it to clean up writing, summarize a paragraph, or build a to-do list. - Always review Copilot’s output — it’s powerful, but human oversight is still key for context and accuracy. Let’s Learn Together! I’d love to hear from the community: - How are you using Microsoft Copilot in your workflow? - What features have saved you the most time? - What challenges have you faced in adoption or training others? Let’s share real-world stories, best practices, and creative ways we use this powerful AI tool. Looking forward to your responses! — Raj Singh, Microsoft Certified Trainer
Salesforce Case fields missing
Added Salesforce as a data source via Microsoft search. Not seeing the Account Name or Case Closed Date in the search results. Therefore, Copilot isn't able to answer questions like how many open cases does Company X have? I made sure every profile has access to these 2 fields. Account Name is actually AccountID which does show in Graph Explorer, but the ID isn't very helpful.How to schedule a meeting with Copilot in Outlook
With Copilot, scheduling a meeting from an email thread is quick and simple. By selecting the Schedule with Copilot option, Copilot reviews the email and generates a meeting invitation. It automatically fills in the meeting title and agenda, and attaches the email thread. The participants from the email thread are added as attendees, allowing you to easily review, modify details if needed, and send out the invitation. #MicrosoftCopilot #Copilot #AI #Microsoft365 #MPVbuzzMicrosoft Copilot Pro w/product integration
The Pro/paid version requires repair/upgrade for optimization on Android tablets. Currently, this availability is provided to iOS tablets, this has potentially negative cost consuming effects, it also forces the edge web browser to demand excessive resources limiting multiple tab/website usage for required productivity.
NEW Copilot Customer Adoption | Train the Trainer Digital Series
Join us for a monthly Train the trainer session on how to use the Partner-led Copilot Immersion Experience, providing partners the ability to demo unique scenarios and help customers (including spaces); make clear what you’re promoting and why it matters with hands-on experiences with Copilot for Microsoft 365. In this session, we will walk you through role/persona scenarios showcasing how Copilot can help businesses solve common problems and streamline business processes, automate repetitive tasks, and unlock productivity. Train the Trainer | Copilot Customer Adoption Schedule Americas/EMEA: September 18 | 8:00 AM – 9:00 AM, Pacific Time APAC: September 18 | 5:00 PM – 6:00 PM, Pacific Time Register Today! or invite your resellers with the attached invite.
Co-Pilot refusing to delete chat history and more.
I experienced this on a tablet and I went to my profile in Outlook. Error message says not all of my settings were successfully deleted. I then deleted them one by one. While they seem to be deleted, I exited Bing Co-Pilot and signed back in and they were still there. Even a day later. I replicated the issue on Microsoft Edge and Chrome on Desktop. It's quite obvious Bing wants to keep your chat history as long as possible and they don't respect your privacy. Aside from this, Co-Pilot is incredibly frustrating to use. It fails to follow directions, continues to lie and denies that it does. In rare cases, it acknowledges it did in fact lie. And of course, when you challenge it, it loves to cut you off.
Issues while trying to build a graph connector to Azure SQL in M365 copilot
Dear All, I tried to create a Graph Connector to Azure SQL. I wanted to ingest data from Azure SQL and ask questions about it within Copilot for Microsoft 365. The graph connector was created in this Microsoft 365 Admin Centre within the 'Data sources' section in 'Search and Intelligence' menu: https://admin.microsoft.com/#/homepage The Microsoft documentation (https://learn.microsoft.com/en-us/graph/connecting-external-content-experiences#copilot-for-microsoft-365) screenshot below states that in order for the information to surface in Copilot for Microsoft 365, the fields "title," "url," and "iconUrl" need to be filled out during the configuration process. However, during the configuration process, I noticed that the 'iconUrl' field is greyed out. Hence, I am not able surface data from Azure SQL in Copilot for Microsoft 365. On the other hand, Microsoft Search and Sharepoint both displayed the Azure SQL data as I proceeded to configure the connector anyway. Is there any workaround for this? Are there any alternative approaches that I can take to surface the data in Copilot chat? Would appreciate any help regarding the same.Copilot for Teams Phone
In the current documentation on Copilot for Microsoft 365 requirements (Microsoft Copilot for Microsoft 365 requirements | Microsoft Learn) it is stated that Copilot for Teams Phone requires a calling plan license. Does this mean that Copilot for Microsoft 365 will not be able to assist with PSTN calls when you have a Direct Routing or Operator Connect setup??
