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Copilot Agent with Salesforce
I am currently developing a custom agent in Microsoft Copilot Studio to streamline access to key information from our Salesforce sandbox, including Leads, Opportunities, I have successfully integrated Salesforce as a knowledge source using the Salesforce connector, authenticated via a service account with admin privileges in Salesforce. The integration is technically working as expected. However, I’ve encountered a security concern: At present, any user interacting with the Copilot agent can retrieve all data from Salesforce, regardless of their individual permissions in Salesforce. This appears to be due to the elevated privileges of the service account used for the connector. I would like assistance with configuring user-level access control within this integration. Specifically, I want to ensure that: Only authorized users can access specific Salesforce data through the Copilot agent. Users can only perform actions or retrieve records that their Salesforce permissions allow. Could you please guide me on how to properly implement permission scoping or data access control within Copilot Studio when using a high-privilege service account in the Salesforce connector?
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?
Copilot for Microsoft 365 is not working on Terminalserver RDS
Hi, i´m trying to install/configure Copilot for MS365 on an Terminalserver. All Requierements from MS Docs are ok, on Clients it´s works fine. I already checked Policies, Configuration also do a re-install the Apps for Business with deployment tool. Wehn i create a brand new User Account with assigned License it´s works fine, but Copilot is not visible for „old“ Users on the Terminalserver in Business Apps like Word, Outlook... Anyone have ideas about that Topic? Terminalserver: On-Prem Windows Server 2019 Std (On-Prem Domain, no Azure Sync for now) Azure User License: MS365 Business Premium, Copilot for MS365 Best Regards Nils Btw.: Copilot is visible in MS Teams for all UsersWhy doesn't the copilot key work with work accounts?
No, seriously, why doesn't it work as it is supposed to? I know this might not be the best topic to post this, but I haven't found anything better, so please help me out if you can, because it is so annoying that I actually took the time to post this myself. So I'm using my brand new Copilot+ PC with my official university account and since a few months pressing the dedicated copilot button gets me to this: I do not want to use any personal account since I already have an official one that my university provided to me. But I do not get it why Microsoft wouldn't want copilot to work on a work account to help me while I am working. Isn't copilot meant to do exactly that? And why do they not want as many people as possible to use it? Yes, I could go to that website and open stuff, but why do I have the dedicated button then, advertised for its convenience? It is just such a big missed opportunity in my opinion and no one seems to care.
Painful behavior of "slash" ("/") in chat prompts
I know about the /commands (/reset, /help, ...) in Copilot powered applications where hitting "/" triggers auto-completion suggestions. Here we are talking about Copilot chat (Teams or Web app for instance) Each time you hit the "/" key, it pops up a menu inviting you to upload files, preventing you from going on typing until you hit the <esc> key. That's too disruptive. That would be ok if the upload menu what acting like a suggestion -- You may select with arrow keys if you wish, or just go on typing if you just need a "/" in your prompts. Please consider disabling this "feature" or I at least enhancing it so the upload menu is not modal and gets dismissed when you go on typing. Comments positive or negative are welcome, thumbs up too 😉
Pin Copilot Chat - Admin Center
My dear friends, I pinned the Copilot Chat to the navigation bar through "Admin Center > Copilot > Settings > Pin Copilot Chat > Mark checkbox Pin Copilot Chat to the navigation bar (recommended)" This was performed about 72hr ago and I still can not see any copilot pinned to the Teams, Outlook etc. As per my understanding, this configuration should pin Copilot to the left side of Teams, correct? Our licenses are Microsoft 365 E3 + Defender. Any tips in why this is not working? Thanks in advanceCopilot missing in Word, Excel and PowerPoint desktop apps
Hi everyone My company has recently purchased some Copilot for Microsoft 365 licenses, one of which was applied to my account on Monday. If I use Teams desktop app and the new Outlook desktop app Copilot is there and works fine. I can also use Copilot in the online versions of Word, Excel and PowerPoint. However, Copilot still isn't showing up in my desktop apps for Word, Excel and PowerPoint. I've checked and we're currently on the Monthly Enterprise Channel and the version of M365 Apps for Enterprise on my machine is Version 2311 Build 16.0.17029.20140, which seems to be the latest version. This is the same for all our users that have Copilot licenses and they are all experiencing the same issue. I've signed out and back into the Office apps and also checked for any Office or Windows updates but there's nothing that seems to get Copilot to appear in these apps. The one weird thing I've noticed is that in lots of guides one solution is to go to File > Account in Word/Excel etc and click an Update License button. However, if I do this I don't see this button: I'm wondering whether this suggests I'm not using the correct version of the Office apps? Any help would be graefully received.
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.Exploring the Thinking Behind the Microsoft 365 Copilot App
A new post in our Product Maker Insights blog series by Jon_Friedman takes you behind the scenes of the Microsoft 365 Copilot app—its creation, purpose, and the thinking that guided key decisions along the way. If you're interested in how products evolve from vision to reality, or in the strategic choices that shape user experience, this is worth a read. Read the full post here
