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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.
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.
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.
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
