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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!
Copilot as a junior collaborator
I’m using Copilot in Word with OneDrive/SharePoint version control. Copilot should be able to act as a constrained collaborator identity: always editing with Track Changes on, never accepting changes, and operating under existing SharePoint permissions. Version history already provides rollback, and the controlling author retains full authority. This would enable true collaboration without increasing risk and mirrors how teams already work with junior editors. This conversation documents a real legal/financial drafting workflow where this capability would materially improve Copilot’s value.Send Emails from Chat using Copilot Studio Work IQ Mail (Preview)
I tested the new Work IQ Mail Preview tool in Copilot Studio and built a simple scenario where an agent can draft and send emails directly from chat using a natural language command. The idea is simple. A user first asks the agent to draft an email, then reviews the generated response, and finally sends it by typing the command "Send the email with the above response". For this test I created a simple agent called WorkPulse Assistant. The agent helps users draft professional emails and optionally send them using the Work IQ Mail MCP tool. I added the Work IQ Mail Preview tool from the Tools tab using Model Context Protocol MCP. Insert screenshot here showing the Work IQ Mail tool configuration. In the chat, the user can ask something like: Write an email to John about rescheduling tomorrow's meeting to Friday. The agent generates the email draft and informs the user that the email can be sent from chat. Insert screenshot here showing the generated email draft. After reviewing the draft, the user types the command Send the email with the above response. The agent then calls the Work IQ Mail tool and sends the message. Insert screenshot here showing the email sent confirmation. The first time the tool is used, Copilot Studio prompts the user to authorize the Work IQ Mail MCP connection. Insert screenshot here showing the connection prompt. This scenario shows how Copilot Studio agents can go beyond answering questions and perform real actions. Users can draft emails, review them, and send them directly from a conversational interface. I would be interested to hear if others are experimenting with Work IQ tools such as Mail, Teams, or Calendar in Copilot Studio.
Microsoft 365 Copilot License for Small Business Question
Hi! I'm the Global Admin for Microsoft 365 for a small company. Recently the CEO wanted to try Microsoft 365 Copilot(not the chat!) and I purchased a license for him. No one else have a license, not even me. So I purchased the license and assign it to him through the admin portal. So far he hasn't been able to use anything else but the chat. What am I missing here? I 've been checking settings and such and everything seems right. Any advice?
Copilot Agent AND notebook have trouble examining excel xlsx file
https://1drv.ms/x/c/047c12ac071676ec/IQA0n01R4RpJRoCCqTtdlrp5ASE85N8T8yXax1WKCQrePH4?e=gfzcT9 Uploading this same file to a custom agent AND setting up a new notebook with this one excel files gives errors - inability to access contents. I've tried multiple iterations of similar excel files (.xls, .csv, xlsx) - 300 rows by 5 columns with dummy data in each and simply asked sum the column called Base Market Value. If i put the file in a general chat, it does calculation without issue. Appreciate any help as this is extremely frustrating. Wolly PS below is the basic response i get. Despite my confirming that it has the right column name, it can't calculate it. Or in one case, it calculated the figure incorrectlyWhy Can’t Copilot Find My Files? Here’s What You Need to Know
Have you ever asked Copilot to pull up a document—only to get nothing back? It’s not a glitch. Copilot relies on permissions, indexing, and governance to locate your content. If your files aren’t accessible or properly organized, they won’t appear in Copilot’s results. Here’s what you can do: ✅ Make sure your files are stored in OneDrive or SharePoint ✅ Check sharing permissions—Copilot can’t access what you can’t ✅ Keep your content organized for better indexing Want to dive deeper? Read the full blog for practical tips: 👉 https://traccreations4e.com/why-copilot-misses-files/ Question for you: Have you run into this issue? What steps have helped you improve Copilot’s accuracy? #traccreations4e-p25 1/20/2026
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腾龙集团负责人《184 88》6 621 09 》 现在主要是两种方式来进行开户，一种是网上开户《 T L 06 8 . C C 》，一种是到公司当面开户。工具原料银行卡q号， 手机号方法/步骤分步阅读1/5无论是选择哪种开户方式，都需要您准备好本人的身份证、 银行卡以及与之关联的手机号 。2/5若您选择前往公司进行当面开户，会有专业的工作人员全程指导您完成开户流 程，操作过程较为简便。3/5若选择网上开户，您需提前准备好证件照片，开户过程中还需进行视频确认 。 4/5同时，您需要填写评估问卷，并签署入市协议等相关文件。5/5开户完成后，公司会进行电话回访，这通电话非常重要，请您务必接听
Microsoft 365 & Co-pilot, getting started
Hi, my company has recently given me a co-pilot license to see how I can utilise this in Excel. I am trying to do some simple exercises to get familiar with the product. I have a small table of data and I am asking co-pilot to do basic things like add a total at the bottom, colour a cell green etc. Each time I give it an instruction, it is creating a new spreadsheet to download instead of giving me the option to 'apply' the change to existing worksheet. I have ensured that the autosave is turned on and I am on share drive. I'm not sure why this isn't working and wondered if anyone can help me with this issue?
Copilot Chat in Word, Excel, etc but not in Outlook
I have an issue where Copilot Chat is available in all Office applications except Outlook. Environment: Windows 11 24H2 Microsoft 365 Microsoft® Outlook® for Microsoft 365 MSO Version 2510 (Build 16.0.19328.20266) 32-bit In Outlook, I can see the Copilot button, but the Chat experience is not available. I only see options like Reply and Summarize when an email is selected. Additionally, right after starting Outlook, the Copilot button is briefly visible, then it disappears again and only reappears once an email is selected. Why is the Copilot Chat not available in Outlook, while it works in all other Office applications?
