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Lower tier copilot user licenses for staff not needing full scope of Copilot capability
We are a small manufacturing company with 9 users on Microsoft 365 Business Standard and Business Basic. We have invested heavily in SharePoint Lists and Excel-based business data. We need an affordable AI licence focused on searching and querying our SharePoint Lists, Excel files and document libraries. Current Copilot licensing is too expensive for deployment across our whole business. We would strongly consider a lower-cost "Copilot Data Search" licence focused on natural-language querying of company data. Example: "Show all Extension springs using 1/2" wire." Please consider a small-business pricing tier. Company data license... don't know how to word it right. But for the purpose, copilot is way too uneconomical for these types of users.
End users not seeing the option "Select Brand" from PowerPoint Copilot
Hello I have followed the instructions in this guide https://learn.microsoft.com/en-us/microsoft-365/copilot/enterprise-brand-manager to push out a brand kit to end users, however very frustratingly, users do not have access to the "Select Brand" option within PowerPoint Copilot setting (i.e. PowerPoint.Cloud.Microsoft web instance) Steps i performed over a week ago! 1- Enabled enterprise Brand Manager policy - Config.office.com 2. Created a Brand Kit ( https://m365.cloud.microsoft > Waffle Menu > Create > More... > Brand Kits. Ensured it's published adn Official) 3. Brand kit is published and Official, see below * Screenshot place holder - Forbidden by microsoft! * I have tested this on over three different users via PowerPoint.Cloud.Microsoft and desktop app All of these users have Copilot Premium licenses for more than a few months! MY EXPERIENCE I seem to be the only user that has this option "Seelct Brand"; * Screenshot place holder - Forbidden by microsoft! * END USER EXPERIENCE This is what the end user within the same tenancy, and is deffo logged into their business account; * Screenshot place holder - Forbidden by microsoft! * End users can access the Official Branding Kit; This is becoming very frustrating and shoud just work! Please help
Best practices using CoPilot with Data from NetSuite and using NetSuite AI reports
At a small business that has access to readonly reports from NetSuite for retail inventory etc. Is there an existing MCP server that is available that can be easily integrated (no-code). Alternately, within CoWork, is there a plug-in that has skills and connectors for NetSuite that I can potentially search for and re-use through community or third party licenses.
Using AI to prep managers before performance reviews. What are you doing?
We're a 50 person company and review season is coming up. Our managers keep saying they dont have enough context on their direct reports when its time to write reviews. Someone suggested using Copilot to summarize Teams chats and emails but that feels like it would miss the actual performance data like goals and feedback. Whats everyone else doing to help managers prep for reviews? Is there some AI-powered tool that pulls together the actual relevant stuff?
Errors in source file retrieval from the knowledge base in copilot agents?
Hi all, I understand that copilot agents are connected to MS Graph, which maps the relationships between all the data stored in your MS 365 tenancy (sharepoint, onedrive files, emails etc). Recently, I created an agent and assigned a specific folder to the knowledge base and turned off the "use web content" toggle, because I wanted the responses to be very directly tailored to my folder (inclu. sub-folders with multiple files). I then tested if/how well the agent retrieved specific files using this prompt: "Can you please tell me how many files are in this folder and list the files in the folder? [Insert link to sub-folder in from the main folder in the knowledge base]" The agent responded with (1) an incorrect count and (2) listed a few files that were not in the sub-folder but in another part of the knowledge base. As I understand it, it is a counting error in (1) and retrieval+indexing error in (2). I'm more concerned about (2) because I'm worried the agent isn't retrieving (and therefore, using the info in) all the files in an important folder (when specifically linked to it even). Questions: (a) Where is this error happening in the indexing process within MS graph? Am I misunderstanding where the error lies? Any ideas on why an agent is naming the wrong files in a folder within its own knowledge base?? (b) Do agents created within the copilot agents web interface use Azure AI Search for semantic indexing or is that only for more custom RAG solutions created "from scratch" using foundry, SDK, etc? Do copilot agents use Microsoft Search to query and index files used in a response? Thanks!
All scheduled prompts failing — "couldn't be completed" error — Power Platform provisioning issue?
I'm hoping someone from Microsoft or the community has seen this. All my scheduled prompts are failing at execution time with this error: "This scheduled prompt couldn't be completed. It will be retried during the next scheduled run." Key facts: M365 Copilot license on a direct Business subscription The same prompts run correctly in Copilot Chat Even the simplest scheduled prompt fails: "List emails I received in the past 5 days. No analysis needed — just the list." The scheduling UI works fine — prompts appear in the Active list with correct schedules Failure is at execution time. Retries also fail. Admin-side investigation already completed: Power Platform environment: Ready No DLP policies in the tenant No admin toggle for scheduled prompts exists in M365 admin center (noted as unusual) Org-level optional connected experiences: enabled User-level optional connected experiences toggle absent (consistent with org locking it On) The absence of an admin toggle for scheduled prompts in the M365 admin center is the one thing that stood out — I wonder if this indicates the feature wasn't fully provisioned when the Copilot license was applied. Sharing here in case this is a known issue or others are experiencing the same. Any insight from Microsoft engineers or others who've resolved this would be appreciated. I am a small business teaching copilot and we are supposed to demo scheduled prompts on Monday and the failure of over 25 scheduled prompts over the past four days isn't a great sign.
Activate Copilot for Microsoft 365 Business Standard (Mac)
I purchased "Microsoft Copilot for Microsoft 365" license. However, I am unable to activate it on Outlook and OneNote. Word - Available on both Desktop & Website Excel - Available on both Desktop & Website Outlook - Available on Website, NOT on Desktop OneNote - NOT available on both Desktop & Website I tried the following method: Under "Language and time", turned on "Sync across Microsoft 365" under Use my Microsoft 365 setting Uninstall and reinstall the Office 365 Desktop app Turned on Optional Connected Experiences under Privacy in Outlook and OneNote Desktop app Update licenses on Desktop app Any idea why Copilot not appear on some of the apps? Thanks Andy
