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Copilot Agent in Sharepoint - customisation options
Hi there, I've been asked by a client to design and deploy a Copilot Agent as part of a Sharepoint intranet build. The client would like the Sharepoint pane to be persistently open when their users are visiting Sharepoint pages - even better if it can start a conversation like a customer service chatbot. Could someone let me know if this is possible? Using iFrames looks really clunky, and we're not convinced users will know to click the Copilot icon that's currently in the top right. Copilot itself thinks it's possible but the Javascript it gives me doesn't seem to work! ThanksFeedback 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 TrainerCopilot Chat in Office Tools
Hit of the press! Copilot Chat will start to be published in the Office Apps. Copilot Chat will still have no access to Graph. admins can pin it for all users to have a nice experience. have a look on my announcement https://www.linkedin.com/posts/andre-thiemann-bb888646_microsoft365copilot-copilotchat-microsoft365-activity-7341100014070378498-xhxE?utm_source=share&utm_medium=member_ios&rcm=ACoAAAm9dzwB9gBW8cfBuj0IBk3MpR03ArNpnaY
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.
what happened to Notebook mode in Copilot (formerly Bing Chat Enterprise)
Looks like in the latest updates for Bing Chat Enterprise, the Notebook mode that allowed longer prompt sizes got deprecated. How can we realize the same Notebook functionality within the MSFT AI offering? Specifically, longer context window and prompt size offered by the Notebook mode in one shot mode. If I am not wrong, the Notebook mode also had the ability to generate a longer output with more words than the limitation within chatbot mode.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 #MPVbuzzCopilot with commercial data protection - Image creation
Hi everyone, we are using the CoPilot in Edge with our E5 license. A user now raised a ticket that after some successful image creations he gets this popup: After signing in with his MS personal account - he can proceed. But then the images are created "without data protection" or am i wrong here? Is there a limit on image creations per day? BR Stephan
