Recent Discussions
Copilot Studio Knowledge Source Limitation When Iterating Over Multiple SharePoint Documents
Hi, I’m looking for clarification on a limitation we’re currently encountering in Copilot Studio that is blocking some of our use case. Example Scenario (Policy Agent) We have a SharePoint document library containing ~100 policy documents. A Copilot Studio agent is configured with this library as a knowledge source. The agent performs well for typical question-answering scenarios where responses can be derived from a subset of documents. For example: “How much annual leave can I take?” correctly returns answers sourced from multiple relevant policies. Issue When the question requires the agent to evaluate all documents individually, the results are incomplete. Example prompt: “Review each policy document and return the review date.” In this scenario: The agent only processes the first ~10 documents. It then stops, without indicating that the response is partial or that a limit has been reached. The remaining documents in the library are not evaluated. During a recent Microsoft-led course, we were advised that this behaviour is expected due to platform limitations. Specifically: While it will reside over all documents to genereate the most suitable response, the agent is not designed to self‑iterate across all items in a large knowledge source for individual document responses. Asking it to “review each document” effectively requires iteration, which is constrained. The suggested workaround was to: Create a trigger-based flow Implement a loop to process the documents in batches We were able to make this approach work, but it feels like a heavy and brittle workaround for what seems like a common enterprise requirement. We’ve Tried Both available SharePoint knowledge source connection methods Allowing sufficient time for indexing and refresh Rephrasing prompts to encourage broader coverage None of these approaches changed the outcome, the agent consistently returns results for only the first subset of documents. Is this behaviour a documented or known limitation of Copilot Studio knowledge sources? Are there recommended design patterns for scenarios that require document-by-document evaluation at scale? Is there a more native or supported approach planned to avoid custom looping logic for this kind of use case? Any guidance or confirmation would be appreciated. Thanks.
Automating the feedback collection process before reviews. Is it possible with Copilot?
Every quarter, our HR team manually emails people asking for peer feedback before reviews start. Its a huge time sink and half the responses come in late. Someone mentioned Copilot agents might be able to handle this, like automatically reaching out to the right people, collecting responses, and organizing them. Has anyone tried building something like this? Or is there a simpler way to automate 360 feedback collection in M365?
Copilot pulling last weeks 1:1 action items into this weeks agenda, possible?
Spent 3 hours yesterday trying to get Copilot to pull open action items from last weeks 1:1 OneNote page and turn them into this weeks agenda. Gave up. Is this a prompt problem or just not possible with the current connectors?Got Copilot to use goal progress when drafting review feedback?
So I've been trying to experiment with how I use Copilot for performance management, reviews, goals, etc. When I manually feed goals, feedback results, etc into Copilot, it drafts pretty decent performance reviews. Now Im curious. Can I automatically feed these into copilot from any HR platform with API's or something? So it automatically views goal progress and drafts review feedback? I know if Viva Goals was still available, I would be able to do something along these lines. Anyone tried this?Event-Driven Architectures for Agentic Systems: Building Responsive, Intelligent, and Scalable AI
As software systems evolve toward greater autonomy, the rise of agentic systems systems composed of intelligent agents capable of making decisions and acting independently has created new architectural challenges. Traditional request-response models often fall short when dealing with dynamic, real-time decision-making environments. This is where Event-Driven Architecture (EDA) becomes not just useful, but essential. https://dellenny.com/event-driven-architectures-for-agentic-systems-building-responsive-intelligent-and-scalable-ai/
Short survey: Feedback on Sensitivity Label Suggestions in Microsoft 365 Apps
Hi everyone, I’m looking to gather feedback on user experiences with Sensitivity Label suggestions in Microsoft 365 apps. This short survey aims to understand how label recommendations are working in practice and where improvements may be needed. Your responses will help identify common challenges and opportunities to make the label recommendation process more accurate, useful, and seamless for users. Survey link: Experience with Recommended Sensitivity Labels in Microsoft 365 – Fill out form The survey takes around 3 minutes to complete. Your feedback will directly help us better understand real-world experiences with label suggestions. Thank you very much for taking the time to contribute.
M365 Copilot Agents – Credit Consumption Clarification
Scenario 1: User with M365 Copilot license creates an agent inside M365 Copilot app and uses it himself. However, it still consumes Copilot credits from the Copilot capacity pack in Power Platform. When does this happen? Which actions trigger credit usage? As per the documentation, this should not consume credits: https://learn.microsoft.com/en-us/microsoft-copilot-studio/requirements-messages-management#copilot-credits-billing-rates Scenario 2: User with M365 Copilot license creates an agent inside M365 Copilot app and shares it with a user who does not have a Copilot license. Will all interactions from the unlicensed user consume credits? Trying to clearly understand the boundary between included usage vs metered (credit-based) usage.
Cannot 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?
Microsoft 365 Copilot enables deep work but lacks durable project and artifact continuity
a { text-decoration: none; color: #464feb; } tr th, tr td { border: 1px solid #e6e6e6; } tr th { background-color: #f5f5f5; } icrosoft 365 Copilot enables me to accomplish complex analytical and engineering work without needing to know everything upfront, which is genuinely transformative. However, the lack of durable project state, reliable artifact persistence (file generation and retrieval), and cross‑device continuity breaks real workflows. Copilot succeeds at reasoning, but outputs cannot be reliably retained, resumed, or transferred across sessions and devices. This limits sustained use for serious work in Microsoft 365 scenarios where users expect continuity similar to Word, Excel, and OneDrive. This is not a UX polish issue — it is a workflow and demand‑growth constraint for advanced users who want Copilot as a long‑running work partner rather than a disposable assistant. Copilot feels capable of being a first‑class Microsoft 365 collaborator, but today its lack of persistence prevents users from trusting it with real work.Welcome let's get started
Welcome to the Copilot Studio Community on Microsoft Tech Community! We're thrilled to announce that Copilot Studio now has a dedicated home on the Microsoft Tech Community, and we'd love for you to be part of it from day one. Whether you're just getting started with building Agents in Agent Builder or you are a pro building agents and automations with Copilot Studio, this is your space to: Ask questions and get answers from the community and Microsoft experts Share what you've built — show off your agents, flows, and use cases Stay up to date on the latest features, releases, and best practices Connect with peers across industries who are shaping the future of AI-powered work The community is open to everyone, from first-time explorers to seasoned pros. Every question asked and every insight shared makes this a better resource for all of us. We can't wait to see what you build. Welcome!Missing “Shared by creator” option in Copilot agents (Admin portal)
I’m reviewing the Microsoft documentation on managing Copilot agents in the M365 admin center: https://learn.microsoft.com/en-us/microsoft-365/admin/manage/manage-copilot-agents-integrated-apps?view=o365-worldwide#agent-types-you-can-manage The doc mentions different agent types, including “Shared by creator”. However, in the Admin portal, I’m unable to find or filter agents under “Shared by creator”.Feature Request: Add Search Functionality in Copilot Chat History
Hi everyone, I’d like to suggest a feature for Microsoft Copilot that I believe would significantly improve usability and productivity: searching within chat history. Currently, users cannot search past conversations inside Copilot. This makes it difficult to retrieve previous answers, references, or technical instructions—especially in long or complex chats. Adding a search bar or keyword filter would allow users to quickly locate relevant messages without scrolling manually. This feature would be especially helpful for developers, IT professionals, and anyone using Copilot for technical troubleshooting or documentation. It would also reduce repeated questions and improve continuity across sessions. Please consider adding this capability in future updates. If others agree, feel free to upvote or share your use cases. Thanks!AI-generated feedback summaries for managers - is this a thing yet?
Our managers are responsible for 10-15 direct reports each and the biggest complaint I keep hearing is that writing individual feedback for every person takes forever. Copilot can help draft emails and summarize meetings but I cant figure out how to get it to look at someone's goals progress, recent feedback, and 1:1 notes all together and suggest talking points or review comments. Is anyone using Copilot in any form to help managers write better, more data-backed feedback?
Copilot List error
I’m seeing a persistent issue when integrating SharePoint lists with Copilot Studio agents. Any SharePoint list I add to an agent results in an error being shown in the Copilot Studio UI, but no error message, diagnostic detail, or failure reason is surfaced. I’ve removed and re-added the list connections multiple times and reproduced the issue across multiple agents, with the same outcome each time. Has anyone encountered this behaviour, or are there known issues or prerequisites (e.g. permissions, connector state, tenant configuration, or recent service changes) that could cause silent failures when integrating SharePoint lists?Copilot on Word App on iPad - how to turn off?
I’ve managed to turn the wretched thing off on Word on my desktop and laptop after updating to latest versions and the “disable co-pilot “ checkbox finally appearing in settings. but how on earth do I turn it off on my iPad as it doesn’t have a whole load of settings for the app? I have office 365 personal subscription. #co-pilotCan my agent use flows as tools when I'm a licensed M365 Copilot user?
I tried to create an agent in Copilot Studio which drafts responses to emails I receive in Outlook. There is no "draft a reply" tool, there is only "Send a reply" or "Draft a message". I don't want an AI agent to immediately send out email replies, I want to review them first, but I also would like to review them in the context of the original message (as opposed to having a bunch of messages in the drafts folder with no visible connection to the original email I received - like the "Draft a message" tool does). So I "added a tool" (which would be a "Flow") to the agent which just does 2 HTTP calls to the outlook graph api (one creates the reply, the second adds the generated content to the body). The flow checker tells me: More Copilot Credits are needed for this flow to run. Runs from agents by M365 Copilot users and testing don't consume credits. I am a "M365 Copilot user", so I'd expect this to work, and manually testing the flow works. However, when the agent tries to run the flow, it's being blocked with the error: The environment 'Default-<...>' does not have sufficient Copilot Credits to run workflows. So, can an agent by a M365 Copilot user run flows? Alternatively: is there a way to draft email responses which in Outlook end up visually connected to the original message?Copilot Notebook - No web search enabled
HI, It appears this just isn't a function of Notebook currently, and the only other post I see about it was from last year where someone couldn't get it to work. Does anyone know if this is a planned change to add it in the future? I'm not seeing the usefulness of Notebooks if it can only search internally. My SharePoint can do that without an extra step. If it has since been added since last seen, does anyone know where the settings are for it so I can have our admins look? Our regular Copilot Work chats do allow web searches, so it's not that.Help shape the Microsoft 365 Copilot community experience — your input matters
Do you engage with the Microsoft 365 Copilot community experience on Tech Community? Whether you’re a regular user or just drop in occasionally, we’d love your feedback. We’ve put together a short, anonymous survey (just 7 quick questions) to help us understand: Who you are and what content is most useful to you What you’d like to see more (or less) of How we can make the community more relevant to your day‑to‑day work It takes about 10 minutes, and your input will directly influence future Microsoft 365 Copilot community experience. 👉 Take the survey: https://aka.ms/m365copilotcommunitysurvey Thanks so much for helping us improve the community experience. — Mandy Product Marketing Manager, Microsoft 365 Copilot Experience
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