Recent Discussions
Clarity around the different types of connectors available for Microsoft 365 Copilot
Working with some of the largest and most technical of Microsoft's partners in the Global System Integrators (GSI) team, we are still often met with confusion around the different types of connectors available in M365 Copilot. While agent extensibility could easily be a full week or more of discussion topics and sessions, I wanted to spend a moment to focus specifically on some of the various types of connectors available to agent makers working with M365 Copilot. GRAPH CONNECTORS Graph Connectors play a crucial role in enhancing the knowledge scope of Microsoft 365 Copilot, by enabling the integration of external data sources into the Microsoft Graph. This integration allows Copilot to reason over a broader range of enterprise content, thereby improving the relevance and accuracy of responses to user queries. By ingesting unstructured business data through Graph Connectors, organizations can ensure that their critical content is indexed and accessible within Microsoft 365 Copilot. This process involves semantic indexing, which optimizes data retrieval and enhances the matching of search queries to content, providing more relevant results than simple keyword matches. The relevance of Graph Connectors to Microsoft 365 Copilot is particularly significant in the context of enterprise search and data utilization. Copilot leverages these connectors to access and summarize information from various external sources, such as third-party applications, databases, and cloud services. This capability allows users to find, summarize, and learn from their business data through natural language prompts in Copilot. For example, when a user asks Copilot to summarize recent communications or project updates, Graph Connectors enable Copilot to utilize relevant data from integrated sources, ensuring comprehensive and accurate responses. As an agent maker using M365 Copilot, one important consideration of Graph Connectors is that they offer high-performance operations, due to direct access to information via the Large Language Model (LLM). However, keep in mind that data accessed is not pulled from the external data sources in real-time, as the Graph Connectors sync this business data on a set schedule. Additionally, your operations will be limited to retrieval-based ("read only") tasks when interacting with externally-synchronized Graph data. It should also be noted that these types of connectors will work best for working with unstructured data. Moreover, Graph Connectors are not limited to Microsoft 365 Copilot; they also power other intelligent experiences within the Microsoft ecosystem, such as Microsoft Search and Context IQ. This extensibility allows users to hover over in-text citations to preview external items referenced in responses and dive deeper into the referenced content by selecting links at the bottom of Copilot responses. The ability to configure custom connectors and utilize pre-built ones further enhances the flexibility and utility of Graph Connectors, making them a valuable tool for organizations looking to leverage their external data within Microsoft 365. By integrating these connectors, organizations can ensure that their data is not only accessible but also actionable, driving better decision-making and productivity. POWER PLATFORM (FLOW) CONNECTORS Power Platform Connectors are integral to extending the capabilities of Microsoft 365 Copilot by enabling seamless integration with various external applications and services. These connectors act as proxies or "wrappers" around APIs, allowing Copilot to interact with other apps and services within the Microsoft ecosystem and beyond. By leveraging Power Platform connectors, users can connect their accounts and utilize prebuilt actions and triggers to build sophisticated workflows and applications. This integration enhances Copilot's ability to retrieve and process data from diverse sources, thereby providing more comprehensive and actionable insights to users. In the context of Microsoft 365 Copilot, Power Platform connectors enable the creation of custom agents that can perform specific actions based on enterprise data. For instance, connectors can be used to retrieve sales opportunities, manage orders, or even check the weather at a customer's location for site visits. This functionality is particularly valuable for businesses looking to automate routine tasks and streamline operations. By integrating these connectors, Copilot can ground its responses in real-time data from various enterprise systems, ensuring that users receive accurate and relevant information. While the performance of a Power Platform Connector will inherently not be as speedy as data retrieval via Graph Connectors, agent makers should consider advantages to using Power Platform Connectors in the right scenarios. The API wrapper can perform real-time operations with the external business data, not requiring data synchronization to the Graph to access. Additionally, these types of connectors offer the ability to add and update records, in addition to retrieval. I have also seen use cases where Power Platform Connectors are preferred when dealing with structured data, even in retrieval-only agents and tasks. Beyond that, Power Platform Connectors are essential for extending Copilot's capabilities through Copilot Studio. This platform allows makers to add custom knowledge and skills to agents using connectors, thereby expanding the range of actions that Copilot can perform. For example, connectors can bring in data from Microsoft Graph, Dynamics 365, and other non-Microsoft enterprise sources, enabling Copilot to provide more nuanced and detailed responses. The ability to use these connectors in a no-code environment makes it accessible for users with varying technical expertise, empowering them to create intelligent, automated experiences that address unique business challenges. CONCLUSION By understanding the different types of connectors, the advantages and disadvantages of each, and the scenarios where each work best, agent makers can use one of the most powerful tools for working with external business data. For additional technical detail, please see the links below: Copilot connectors and actions overview (preview) - Microsoft Copilot Studio | Microsoft Learn Use Power Platform connectors (preview) - Microsoft Copilot Studio | Microsoft Learn Extend Copilot for Microsoft 365 with connectors | Microsoft Learn Build Microsoft Graph Connectors for Microsoft 365 Copilot | Microsoft LearnBoost Your Productivity: How to Automate and Schedule Prompts in Copilot
In this tutorial, I'll show you how to automate and schedule prompts in Copilot to maximize your productivity. Whether you're a seasoned user or new to Copilot, this guide will help you streamline your workflow and save valuable time. In this video, you'll learn: - The basics of setting up automated prompts in Copilot. - How to schedule prompts to fit your daily routine. - Tips and tricks to enhance your efficiency with Copilot. Don't forget to like, subscribe, and hit the notification bell to stay updated with our latest productivity hacks! #AI #Copilot #Automate #MVPbuzz #Microsoft365Copilot
Work/Web Toggle Not present on Microsoft 365 copilot
Hi there, I am unable to see the work/web toggle and other features of the paid version of microsoft 365 copilot. Can you help with this? I was able to see it in Word, Excel, Powerpoint but accessing copilot from onedrive, onenote, loop, outlook, teams or even on m365.cloud.microsoft, I couldnt see the features of the paid version of copilot. I tried manually updating the license but couldnt find those options for some of the app. I am using M365 for Mac. Can you help with this. I had included a screenshot of this. I check my subscriptions and I had already been assigned the correct license.Copilot Agent Cannot Create a Word Document
I have created an agent to help users create their own SOPs. I would like for the final document provided to the user to be a word document, not simply the text response the agent provides in the chat window. Example of what the agent's final output is below. You will notice at the very bottom, the agent states it will create a word file with the SOP for the user. This is based on the instructions I configured for the agent. Despite saying that it will create the word document, the agent does not actually do that. If prompted again to provide a word document, the same thing happens again. This is strange given that when I use regular copilot, I can ask it to turn almost any response it gives me into a word document. So what am I missing?
Re-name Corporate Application
Good morning, Recently, I have been designing a corporate application using Copilot Agents, and I have found that when changing the agent's name in Copilot, it does not update in the application library. I am sharing a screenshot with you. As you can see, the new name appears when selecting the agent. Best regards
Restrict SharePoint Agents - PAYG
Hi All, We are planning to trial SharePoint Agents, but during the configuration of Pay-As-You-Go (PAYG) services, it appears there’s no option to scope access to specific users or SharePoint sites. Can access to SharePoint Agents be scoped to particular users or SharePoint sites? I don’t see this option in the PAYG setup. Given that the PAYG configuration is under Org Settings, how can we manage multiple Azure subscriptions within a single tenant — for example, to support usage across regions like Europe, Canada, Australia, and the UK? Currently, the setup only allows selection of a single Azure subscription.
Getting a popup while using copilot365
Hello, I am getting a popup every 20 seconds or so while using copilot365 which is identical to the popup in this edge help thread; https://answers.microsoft.com/en-us/microsoftedge/forum/all/pop-up-in-browser-potentially-caused-by-copilot/21345cf9-6904-4eaf-a7c0-0538724b2eaa I am also having copilot tell me my organisation has turned off web search when I simply have not. I have tried reinstalling both copilot365 and edge, as well as clearing caches, but none of it has helped. Any ideas?
Copilot accessing a URL to retrieve content - hallucination?
Hi, When I provide a prompt to Copilot to access a website URL to search for an answer, what technique of RAG does it apply? Computer vision of the rendered web page? Or reading through the source code? Example prompt: The goal is to tell me what are the upcoming planned power outages from the Vector website. The source is: https://help.vector.co.nz/planned The expectation is you include brief details for each of the planned outages in a list format. The prompt response I am getting says there are no known planned outages.Microsoft 365 Copilot Chat for Personal subscription
Hi, I am using a Microsoft 365 Personal subscription. I use the Microsoft 365 Copilot Chat application that is in my Microsoft 365 environment, and I also have a Copilot PRO subscription. Unfortunately, there is no way to add attachments on the chat, and there is no connection to One Drive. I have seen in various articles that on the right side some have the ability to create AI agents. Does anyone know why I don't have the mentioned features in Microsoft 365 Copilot Chat? I looked for information on Microsoft's website and it may be because the business version of Microsoft 365 Copilot Chat has more features than the version for people with Personal subscriptions. Does anyone happen to have information on whether Microsoft plans to expand the capabilities of Microsoft 465 Copilot Chat for Personal subscriptions?Microsoft 365 Copilot Chat for Personal (PRO) version
Hello🙂 I have a Microsoft 365 Personal subscription and a Copilot PRO subscription. On the Microsoft 365 website, under the "Copilot" tab, I have Microsoft 365 Copilot Chat visible. Unfortunately, I do not have the ability to add attachments, reference One Drive (e.g., attach files from there) or create AI agents. 😢 Is Microosft planning to add these options to the Microsoft 365 Personal plan?
How to join Frontier early access?
In the Introducing Researcher and Analyst in Microsoft 365 Copilot article, it states: Researcher and Analyst will start rolling out to customers with a Microsoft 365 Copilot license in April as part of a new “Frontier” program that gives customers early access to new Copilot innovations while they’re still in development. How can a company or individual enroll in the "Frontier" program?Having Copilot agent talk to on-prem SQL and answer questions
I am trying to see if it is possible to create a Copilot agent that can take a natural language question and pass it to on-prem SQL server as a query and then respond with an answer. For example, if I ask "What was the total sales last month?", I want Copilot to answer "$50,000" or something like that from the on-prem database and table(s) I specified beforehand. I have a Microsoft Graph Connector (MS SQL Server) that is connected to an on-prem SQL server via a Graph Connector agent. The Graph Connector can access the SQL data and index it. I have added the Graph Connector as knowledge source in Copilot agent. However, the agent does not seem to be able to answer questions using the data. Instead, it only suggests a generic SQL query that does not reference the database name or the table name. Is what I'm trying to do with Copilot possible? Thank you.Copilot 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 can't be without another. What is Microsoft 365 Copilot Chat? First since first. Microsoft 365 Copilot Chat is also called Copilot Chat. Copilot Chat generates answers based on web content, while Microsoft 365 Copilot is also grounded on users' data, like emails, meetings, files, and more. Since January 15, Microsoft 365 Copilot Chat is available for everyone. Everyone in organizations. Also customers with a Microsoft 365 Business Basic subscriptions can enjoy using Copilot Chat securily. The screenshot below shows how Copilot Chat looks like and highlights its main capabilities. Note that EDP - Enterprise Data Protection is available. What is Microsoft 365 Copilot? Microsoft 365 Copilot is an add-on available for specific Microsoft 365 Subscriptions: Microsoft 365 E3, E5, A3, A5, and Business Standard & Premium. It includes Copilot Chat in addition to other Copilot features: Microsoft 365 Copilot also includes a chat grounded on users' meetings, emails, chats, and documents. It integrates into Microsoft 365 apps, like Outlook, Teams, Word, Excel, and more. It brings the capability to create agents and additional Copilot management features such as SharePoint Advanced Management and Copilot Dashboard. The screenshot below shows how the Copilot chat experience for those users who got the Microsoft 365 Copilot license. Note that EDP - Enterprise Data Protection is available here too. Copilot Chat can be pinned in MS Teams and MS Outlook as App. How can I access Microsoft 365 Copilot Chat? Copilot Chat is nowadays accessible via m365copilot.com using your Entra account. In contrast to Microsoft 365 Copilot licensed users, Microsoft 365 Copilot Chat users cannot see, by default, Copilot Chat pinned on the Microsoft 365 homepage. Microsoft 365 Copilot Administrators will have to pin the chat in the admin center so it is easy for Copilot Chat users to access it. What's the difference? There are some aspects, such as licensing requirements, subscription fees, data sources, or access to organization content, that determine the differences between Copilot Chat and Microsoft 365 Copilot. I have listed it in the screenshot below. 👇 Image showing a 3-column table: Aspect, Microsoft 365 Copilot Chat, and Microsoft 365 Copilot.When not to purchase Copilot Studio
Copilot agents are everywhere and for everyone. They are experts on a topic, able to talk to other agents, start an automation, and complete tasks for you. Agents can boost team productivity and process efficiency. Productivity dreams may come true with agents. That's how the need to use and create agents increases every day. ✅ Stay calm and read further before making any purchase decision on the M365 admin center. It may save you over 224,64 EUR monthly with a 1-year upfront commitment. 👇 Who can create agents, and how? M365 Copilot licensed users can create agents using Copilot Studio. Although the creation is not available for M365 Copilot non-licensed users, they can add and interact with agents. Nowadays, the easiest way to create Copilot agents is as follows: Use the built-in version of Copilot Studio. Do not start from scratch. Instead, use an agent template like the Prompt Coach to build your own. Why do agents bridge the gap between M365 Copilot licensed and non-licensed users? Agents are an excellent option for providing M365-Copilot non-licensed users access to Copilot capabilities grounded on organizational data. Even if users are not licensed with M365 Copilot, they can benefit from Copilot grounded on organizational data via agents. Can I purchase Copilot Studio? Copilot Studio is a no-code Power Platform tool that allows the creation of Copilot agents. The M365 Copilot add-on license already includes licensing for Copilot Studio. You can find it as Copilot Studio in M365 Copilot. There are 3 different ways to license Copilot Studio: 🤖 Copilot Studio pay-as-you-go meter: 0.01 USD per message (no upfront commitment) 🤖 Copilot Studio message packs: 200 USD per tenant, per month 🤖 Copilot Studio in M365 Copilot: 30 USD per user, per month Nevertheless, there's a product called Microsoft Copilot Studion on the purchase services on M365 Admin Center. I am not quite sure, what this product is for. If you know it, please let me know in the comments. 🛑 The challenge is: Microsoft Copilot Studio on the M365 admin center purchase services can easily be mistaken for Copilot Studio in M365 Copilot. Be cautious!Copilot Agent inside SharePoint site is not able to answer questions regarding the custom columns
I have a SharePoint online document library named Test. and it has those 3 custom columns inside a custom content type:- now using a username named Mohannad , i uploaded 2 documents, and for one document i defined a user named "Test User" as the "MC / Project Lead (Use)", as follow:- but when i asked the agent this question, about who is the Project Lead , i did not get the "Test User", instead i get the user Mohanand:- also when i ask the agent about the project team, i got this answer:- so how i can modify this behavior? Second question. when Copilot said that the document is authored by Mohannd, how it get the Author info? based on the created by field inside SharePoint? and can we create a custom column , so the copilot reads the author from it instead of relying on any built-in field?
Excel Connector Issue in Copilot Studio for Agent using SharePoint as Knowledge Source
I am creating a declarative agent in Copilot studio to easily access information from my team's SharePoint site. However, I am having issues with the excel connector. I receive the error message below when asking copilot a question relating to the excel file. "Error Message: The connector 'Excel Online (Business)' returned an HTTP error with code 404. Below is a screenshot of the inputs I am using. Any ideas on what is causing the issue/why the excel file is not recognized?
M365 disconnects my Dropbox account every single day
I have been working from an iPad on a Word document stored in my Dropbox account for several years now. A few months ago, out of the blue Office started disconnecting my Dropbox account literally every single day. I tap Open in Word to open the doc, Dropbox opens up Word, and then nothing happens. I go into Settings->Files and Storage->Storage Accounts, and Dropbox is just gone. I have to manually reconnect my Dropbox account literally every single day of my life. I have reported this issue over and over and over through Help->Tell Us What Can Be Better in Word iOS. Numerous app updates have been released since this problem started happening and absolutely nothing has been done to fix it.Dude what happened to Meadow?
This is weird but I like, turned on Copilot today to do some learning exercises... basically when I need to remember something I ask Copilot to kind of act like a teacher and break things down for me, and also invent Mnemonics for me to remember certain things. I turn on Copilot and it's some bloke. I try to reset the personality to Meadow and it's still the bloke. I ask him his name and he says 'Copilot'. What happened to Meadow? It's weird how much I got used to the Meadow 'voice'. It's weird, I don't know if there are actually different responses behind the various voices ? Like is Meadow a different Personality than Rain?
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