Recent Discussions
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.
Using AI to prep managers before performance reviews. What are you doing?
We're a 50 person company and review season is coming up. Our managers keep saying they dont have enough context on their direct reports when its time to write reviews. Someone suggested using Copilot to summarize Teams chats and emails but that feels like it would miss the actual performance data like goals and feedback. Whats everyone else doing to help managers prep for reviews? Is there some AI-powered tool that pulls together the actual relevant stuff?
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!How are you connecting OKR tracking to Copilot workflows?
My manager asked me to figure out how we can use Copilot to help with our OKR process. Right now we track objectives in a SharePoint list and its a mess. People forget to update progress, key results are disconnected from daily work, and nobody looks at it until the end of quarter scramble. Has anyone found a way to bring OKR tracking closer to where people actually work in Teams/Copilot? Or is there a Teams app that handles this better than a spreadsheet?
Reached weekly tasks limit
Friday at around 2pm I got locked out of using my projects under tasks in copilot. It says "You've reached your weekly Tasks limit. Check back Friday for more Tasks." I have 365 premium. After spending a day trying everything copilot could think to try, I gave up and talked to Microsoft support. They told me, after hours of being transferred and explaining what happened over and over, to try here. Copilot thought it was a corrupted webview2 and support thought it was just the back end needed to catch up. I'm a construction worker who does not know what he is doing. Please help.
Location of custom skills - cannot find them in OneDrive
I'm using Copilot Cowork to create skills, and Cowork insists the skills are being saved in OneDrive>Documents>Cowork>skills but I cannot find them in there. I cannot find the raw MD files anywhere in OneDrive, and Cowork can only surface them when I ask to see them. Anyone else experienced this and have the answer? I need to be able to create Cowork Skills and store them in a central repository for the team to use. #coworkHow to use agents response as an input to a topic?
Hi I would like to use the agents reponse to store it in a word or excel file. For that, I would like to use the response provided by the agent, pass it on to my custom topic which triggers an agentic workflow to store the agents response in a word or excel file. I cannot sort out how to pick the agents response and pass it on to my custom topic, any help will be highly appreciated, thanks!Legal Teams: Drafting Documents Securely with Copilot
In today’s legal environment, speed matters just as much as accuracy. Legal teams are under constant pressure to draft contracts faster, review documents more efficiently, and maintain airtight compliance standards. At the same time, firms and corporate legal departments are handling larger volumes of sensitive information than ever before. This is where AI-powered tools like Microsoft Copilot are transforming the way legal professionals work. https://dellenny.com/legal-teams-drafting-documents-securely-with-copilot/Copilot for Planner and To Do Automating Task Management
In today’s fast-paced digital workplace, managing tasks effectively is one of the most important skills for productivity and team success. Between meetings, emails, chats, and deadlines, it’s easy for key action items to fall through the cracks. Microsoft’s latest innovation—Copilot for Planner and To Do—aims to change that by using artificial intelligence to automate and simplify task management. This powerful integration between Microsoft 365 Copilot, Planner, and To Do allows individuals and teams to automatically generate, organize, and monitor tasks using natural language. Instead of spending hours setting up task lists or following up manually, you can let Copilot do the heavy lifting. https://dellenny.com/copilot-for-planner-and-to-do-how-ai-automates-task-management/
Architectural: Copilot should detect missing source data, avoid inference, and surface uncertainty.
Users expect the AI to detect when it lacks source data, avoid inference, surface uncertainty, and adapt to environmental constraints like character normalisation. These behaviours materially improve trust and usability. I’ve been working with Copilot on structured data extraction from a PDF and noticed a behaviour that seems like an architectural gap rather than a simple bug. Copilot attempted to infer table structure from a template when it did not have access to the actual source data. It produced confident but incorrect output instead of signalling that the source was unavailable. Additionally, Copilot attempted to output TAB‑delimited data, but the MS365 environment silently normalised TABs to spaces, and Copilot did not detect or adapt to this constraint. Recommendation: Copilot should proactively: detect when it lacks source data avoid inference when accuracy is expected surface uncertainty explicitly detect environment‑specific formatting limitations (e.g., TAB stripping) adapt output formats automatically These behaviours would materially improve trust, reliability, and user experience.Copilot Studio Agent resetting when processing PDF drawings (300MB+) via Claude 4.6 Sonnet
Hello everyone, I am building an automated drawing review verification agent inside Copilot Studio using the Claude 4.6 Sonnet model. The goal of the agent is to read a comments package (20-40MB) and verify if those design comments were successfully incorporated into a milestone drawing set (300MB–400MB). When testing this workflow natively within Claude, the model handles the token load perfectly and returns an accurate compliance/incorporation summary within approximately 20 minutes. However, when running the exact same agent setup within Copilot Studio, the conversational canvas repeatedly crashes and resets the session. I suspect I am hitting the 100-second synchronous conversational timeout or overloading the chat runtime payload limits due to the massive file sizes. Because of corporate compliance policies, this agent must live within our Microsoft tenant so it can be scaled across our operations team via Microsoft 365. How can I fix Copilot Studio to have its performance match Claude's, as it is utilizing the same agent model. I am fairly new to working with AI but am willing explore any avenue as if I can figure out a solution this will help save a lot of time for colleagues. Thanks in advance for any insights!Cowork Custom Instructions Not Autoloading
When you tell Cowork "remember this for next time" or "always do X," Cowork suggests (or just goes ahead and makes) an update to copilot-instructions file. It tells you the preference has been saved and the file does get written. However, it doesn't automatically load the custom instructions file at the start of new sessions. You have to specifically mention it in a prompt. Once you do, it will load the and use the file to guide its responses for the remainder of the session. I feel like one of two things are happening here: 1. I'm missing something 2. The Cowork dev team missed implementing what I would consider a basic feature, even for a "Frontier" feature. Can anyone else confirm that this is the behavior they experience?Copilot studio Agent Dataverse index issues.
We are testing a Copilot Studio agent and would like to test/use Dataverse as a data source. At a very basic level, the Dataverse table has been created with the following columns: Category Question and topic Answer to customer The challenge is that our Copilot Studio agent cannot find any relevant answers or data from our Dataverse table. Under ‘Knowledge’, our Dataverse table shows a status of: ‘Unknown’. It has remained in this state for several days. Removing and re-adding the knowledge source does not help. What are we doing wrong?
Different Names for Different Products
The naming between Copilot Chat and Microsoft 365 Copilot is confusing. These are fundamentally different products (thinking assistant vs work‑data agent) and should have different names entirely. Premium/Basic labeling is not sufficient. Maybe the 365 product can remain Copilot and the free version be something else, like Midshipman or something.UX Improvement Proposal: Visual Indicator Showing Which Copilot Environment Is Active
I would like to propose a small but highly impactful UX improvement for Microsoft Copilot. Suggestion: Add a small icon, badge, or color indicator in each Copilot chat session to clearly show which Copilot environment is currently active (Copilot Web, Copilot Pro, Copilot for Microsoft 365, Copilot in Teams, Copilot Studio, Windows Copilot, etc.). Reason: Each Copilot environment has different capabilities, permissions, connectors, and tools. When users switch between environments—or when two people compare results from different Copilots—it becomes confusing to understand why certain features work in one place but not in another. Real example: At my university, a professor could not understand why Copilot “wasn’t doing something it had done before.” The issue was simply that he was using a different Copilot environment without realizing it. This is a common scenario for students, educators, and professionals. Benefit: A simple visual indicator would: Reduce confusion and support requests Improve clarity for non‑technical users Help users understand available capabilities at a glance Provide better context awareness across devices and platforms This is a small UI change with a big impact on usability and learning. Thank you for considering this improvement.Welcome to the Microsoft 365 Copilot community!
Greetings, IT admins, tech enthusiasts and Microsoft 365 enthusiasts alike! We are thrilled to announce the launch of the Microsoft 365 Copilot community-a hub where admins and users gather to explore the possibilities and harness the power of Microsoft 365 Copilot. Check out our first blog post in the community about how to get ready for Microsoft 365 Copilot. The Copilot community serves as a collaborative space where users can connect, share ideas, and collaborate on all things Microsoft 365 Copilot. Whether you're seeking tips and tricks to enhance productivity, looking to learn more about Microsoft AI, or are curious about Copilot, we’ve created this space for you. Expect digital events, like Ask Microsoft Anything (AMA), engagements with Microsoft experts and engineers, vibrant discussions with fellow Microsoft 365 users, advice from pros, and the latest news on updates and releases for Copilot. In addition to this community, check out this helpful article on Microsoft AI help and learning to get a broader understanding of how Microsoft is approaching AI and get oriented to what’s coming. Together, let's elevate our skills, empower our organizations, and embark on an exciting journey of digital transformation with Microsoft 365 Copilot! Explore. Engage. Empower. Welcome to the Microsoft 365 Copilot Community!How to Introduce Copilot Agents Without Disrupting Your Organization
Artificial intelligence is no longer an experimental technology sitting on the sidelines of business strategy. With the rise of intelligent assistants and autonomous AI workflows, organizations are increasingly exploring Copilot Agents to automate repetitive tasks, improve employee productivity, and streamline operations. Yet despite the excitement, many companies struggle with one important question: https://dellenny.com/how-to-introduce-copilot-agents-without-disrupting-your-organization/
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- Microsoft 365 Copilot Adoption hub has an updated user centric design. Focused on AI business users, AI Champions and AI Leaders we've simplified the design to better support your use of AI exp...May 18, 2026
- The next chapter of enterprise AI isn't about chatting with assistants—it's about agents that actually do the work.May 13, 2026
