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Issues with using Copilot on Outlook Calendars
Seems that Copilot cannot decipher calendars very well. I have tried several times to automate some work on Outlook Calendars and Copilot is completely lost when it comes to working with calendars. One example was when I tried to move 3 attendees from meetings I had scheduled out for several months from required to optional. It told me it did not have meetings with these 3 people in attendance but showed me events with these 3 people in attendance and asked if I wanted to look at these events!!! Also one other recent instance was to take a Group Calendar and just list out the daily events for the next several months. It seems like it is unable to work with calendars in Groups?SolvedabayerJun 08, 2026Copper Contributor247Views0likes2CommentsCreating Forms/Fields
Can I do the following with CP Create a custom form with fields Have CP search a particular document on my server for particulars words(s) Have those results automatically populate in the form/fields I created ThanksSolvedMstrlucky020974Jun 05, 2026Copper Contributor53Views0likes2CommentsCannot Publish My Agent
Hello I am currently facing an issue publishing an agent for testing purposes in Microsoft Copilot Studio. Despite having the license assigned, the publishing process is not functioning as expected. The pop-up reads, "There are open issues with your agent You currently do not have a user license that allows you to publish in Copilot Studio. Please contact your administrator to upgrade your license or enable the necessary permissions" I have noticed some inconsistencies in how these permissions are applied, a teammate with the same license initially could not access the environment at all. After being granted a Teams license, they were able to access and publish successfully however, the agent is not appearing in Teams. Moreover, there is no option to add a knowledge base, tools or further functionalities to the agent at this time. Could someone clarify the specific requirements for agent publishing? Do I need to contact my administrator to assign a role or do I need to be assigned a completely different license? Additionally, why would two users with identical licenses experience different environment access and visibility results?SolvedMSOPS1Apr 22, 2026Copper Contributor534Views0likes4CommentsCowork can't send emails?
Hi, all. I've been playing around with Copilot Cowork and really loving it, but with one problem. When it tries to send an email to anyone but myself, it can't. It tells me to approve, but I never get the approval prompt. I get errors like this: "Good question. The approval step typically appears as a confirmation dialog right here in our conversation before an email is sent. It worked fine for the test email to your own address, but when I tried sending to [otherperson], the system blocked it before the approval dialog could reach you" and "The platform is blocking the send to an external recipient and the approval dialog isn't surfacing properly." and "All three return the same error: the platform requires an approval step before executing any outbound send action, but that approval dialog isn't rendering in your session. The test email to yourself worked because self-sends appear to be auto-approved. This is a platform-level issue — not something I can fix from my side." Any thoughts? I'm not even sure where to start troubleshooting this.SolvedVirginiaH1Apr 14, 2026Copper Contributor241Views0likes4CommentsCowork (Frontier) OneDrive/SharePoint document read errors
We've recently managed to start using the Cowork (Frontier) agent in M365 Copilot and some of the fantastic capabilities it provides. We're seeing an issue where right now the agent it failing to read data from withing documents such as Word documents in SharePoint and OneDrive. We see errors in the detail such as "ReadFileContent tool keeps failing with auth expired" and "Auth expired. Let me retry - the system should have refreshed the token.". Other agents appear to be able to access SharePoint/OneDrive content without error and people trying to access those documents definitely have full permissions (their own OneDrive as an example). Works when files are manually attached to the prompt. We've enabled model sub-processing which is the only dependency I can see for Cowork. Wondering if a widespread known issue or something specific to my environment?Solveddanny_grassoApr 12, 2026Brass Contributor514Views4likes4CommentsCopilot 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 is built on top of the other. What is Copilot Chat (Basic)? First things first. Microsoft 365 Copilot Chat is often simply called Copilot Chat. Copilot Chat (Basic) generates answers based on web content, while Microsoft 365 Copilot (Premium) is also grounded on users' data, like emails, meetings, files, and more. Since early 2025, Microsoft 365 Copilot Chat has been available to all users in organizations, becoming the entry point to AI assistance for many organizations. Copilot Chat (Basic) is the foundational Copilot experience available at no extra cost for everyone with an eligible Microsoft 365 plan, including: Microsoft 365 E3 / E5 Microsoft 365 A3 / A5 Microsoft 365 Business Standard & Business Premium Copilot Chat (Basic) is secured, compliant, and it does not required the full Copilot add-on license. Copilot Chat (Basic) is able to ground responses on: Public web content. Content explicitly shared or work data manually uploaded to the chat by the user. On-screen content or content displayed on-screen in apps like Outlook, Word, Excel, PowerPoint, and OneNote. When it comes to agents, Copilot Chat (Basic) offers these features: You can create your own declarative agents grounded on public web content with Agent Builder. You can use agents built by your org grounded on organizational data with the pay-as-you-go method. There are Microsoft prebuilt agents available like Prompt Coach, however Microsoft premium prebuilt agents like Researcher or Analyst are not included. The screenshot below shows how Copilot Chat looks and highlights its main capabilities. Note the Upgrade button, meaning this is not Microsoft 365 Copilot, but the Copilot Chat (Basic) experience. Note that EDP (Enterprise Data Protection) is available in Copilot Chat (Basic). What is Microsoft 365 Copilot (Premium)? Microsoft 365 Copilot (Premium) is a paid add-on license that builds on top of Copilot Chat and unlocks Copilot's full power. It is available for selected Microsoft 365 plans, including: Microsoft 365 E3 / E5 Microsoft 365 A3 / A5 Microsoft 365 Business Standard & Business Premium With a Microsoft 365 Copilot license, users get everything Copilot Chat (Basic) offers, plus much more: Data grounding: Microsoft 365 Copilot (Premium) includes Copilot Chat grounded on web and/or on user's Microsoft 365 data like emails, meetings, chats, and documents. Office apps: It integrates deeply into Microsoft 365 apps like Outlook, Teams, Word, Excel, and more. The integration includes features like Edit with Copilot allowing Copilot to adjust live your documents or email based on your prompts. Custom agents: It brings the capability to create your own declarative agents grounded in organizational data and/or web data. You can create agent either using Agent Builder or Copilot Studio. MS prebuilt agents: Premium prebuilt agents like Researcher and Analyst are included in Microsoft 365 Copilot (Premium). The screenshot below shows the Copilot chat experience for users who have a Microsoft 365 Copilot license. Note that EDP or Enterprise Data Protection also applies here How can I access Microsoft 365 Copilot Chat? Today, Copilot Chat is accessible via https://m365.cloud.microsoft or https://copilot.cloud.microsoft using your Entra ID (work or school account). One important difference in day-to-day experience: Users with a Microsoft 365 Copilot license typically see Copilot prominently surfaced across Microsoft 365 apps. Users with Copilot Chat only may not see it pinned by default on the Microsoft 365 home page. To improve discoverability, Microsoft 365 Copilot administrators can pin Copilot Chat via the Microsoft 365 admin center, ensuring that users can easily access it without friction. Especially convenient is that if you use the M365 Copilot Chat app on Windows, you can open Copilot using the keyboard shortcut Ctrl + C. What’s the difference? The differences between Copilot Chat and Microsoft 365 Copilot mainly come down to: Licensing Data grounding (web-only vs. personal work data) Integration depth within Microsoft 365 apps I’ve listed the key differences in the comparison below. 👇SolvedHow to become a Frontier 💪
If the Workflows agent sounds like a mystery to you, or you doubt of the existence of the =Copilot() function in Excel at all, then keep reading becasue this tip may be for you! Features like the =Copilot() function in Excel, the Workflows agent, or the Learning agent are part of the Frontier program. But what's the Frontier program and how to join it, this what this post is all about. What's the Frontier program? The Frontier program can help you get early-taste of Microsoft 365 Copilot features before they go public. If you care about Copilot new features, and want to help new features improve, then the Frontier program is for your. It is great stuff to give feedback and help Copilot product development. 💪 Here's Microsoft official definition of the program: The new Frontier program gives customers early access to experimental Microsoft 365 Copilot innovations in their own environment. Frontier agents are previews designed for evaluation and feedback. Features may change as development continues. How to join Frontier program? Follow the instructions below to turn it on: Web apps Desktop apps And Agent store Step 1: Go to M365 Admin Center Log in as M365 Global Admin Click on Copilot and then Settings Step 2: Search for "Frontier" Search for "Frontier" Click on Copilot Frontier Step 3: Pick your choice Select the "Web apps" tab to enable for your web apps Select "Specific users" to add the security group you want to enable the Copilot Frontier for Want to enable on desktop apps too? Step 4: Select Desktop and mobile apps Select the "Desktop and mobile apps" tab to enable for desktop Follow the link to find out the deployment option that best fit your environment ( In my environment, adding a reg key worked best How do you know what's new in Frontier? Want to find out the latest Frontier innovations? In this page you can find it: Frontier program – Microsoft AdoptionSolvedRemoval of Copilot Chat Availability in M365 Apps?!?
Received a post in Message Center today and would like clarification as to what capabilities Copilot Chat will retain as it is unclear from the message. This is a huge impact to users who have already adopted Copilot Chat in Word, Excel, PowerPoint and OneNote as well as training materials (both our own and those provided here by Microsoft). Will users be able to access Copilot Chat (basic) via pinned app in M365 apps? Will users only be able to access via web browser? The section below noted in red is very confusing (from the Microsoft message) -- who gets what features as both are mentioned in same paragraph? ---------------------------------- Microsoft 365 Copilot Chat – Updates to Copilot in Word, Excel, PowerPoint, and OneNote Starting April 15, 2026, Copilot will no longer be available in Word, Excel, PowerPoint, and OneNote for Copilot Chat users. To ensure a high-quality experience, we are reserving the full Copilot experience in these apps—with advanced reasoning and model choice—for users with a paid Microsoft 365 Copilot license. There are no other changes for users without a Microsoft 365 Copilot license. Copilot Chat still offers secure, AI web chat and the Word, Excel, and PowerPoint agents for chat-first content creation within the Microsoft 365 Copilot app. Additionally, users still get Copilot in Outlook with inbox and calendar grounding.SolvedBeth_P1230Mar 17, 2026Iron Contributor27KViews8likes21CommentsAgent Mode in Copilot for Excel
Will someone please help me on this. I had access to Agent Mode in Excel, through the frontier add-in for Excel Labs and now I can no longer access it on desktop app or web. I have a 365 personal plan and it includes Copilot. Not sure if it matters, I have Copilot and Microsoft 365 Copilot apps installed. Everything I have found online doesn't work. The Excel Labs shows Agent Mode is no longer available through the Frontier add-in. It is not showing in Tools from the Copilot Chat either. I updated the app, opted in for Beta Testing and nothing. If giving any steps to try please list each step. Please help. ThanksSolved472Views0likes3CommentsCopilot memory works?
Hi I don’t have a Microsoft 365 Business or Premium subscription, only 365 Personal, so I don't have access to the memory on/off toggle in https://m365.cloud.microsoft/. Before considering an upgrade, I'd like to know whether your experience - with memory enabled on https://m365.cloud.microsoft - matches mine when I enable memory on https://copilot.microsoft.com. Last week I asked Copilot to remember (1 week after clearing the memory): Whatever the conversation topic, Copilot must answer in a single paragraph maximum, unless Lorenzo explicitly asks for more When Lorenzo posts code (Excel, Power Query, JavaScript, Office Script…), Copilot must not explain what the code does unless Lorenzo explicitly asks When Lorenzo posts code (Excel, Power Query, JavaScript, Office Script…), Copilot must not make any comment on the code unless Lorenzo explicitly asks When Copilot posts code (Excel, Power Query, JavaScript, Office Script…), Copilot must never say "why it works" Each time, Copilot confirmed the memory was saved. Issue #1: One week later, only the last item appears in the memory panel Issue #2: In a new conversation, I asked for an Excel solution, and the first thing Copilot added after the solution was "why it works" Thanks & any question/clarification let me knowSolvedLorenzoFeb 24, 2026Silver Contributor277Views0likes1Comment
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