Recent Discussions
Can Copilot help write better performance review comments?
We just finished our mid-year review cycle and the feedback quality from managers was honestly terrible. Lots of gems like "100%" or “Fully agree“. Someone on my team suggested using Copilot to help managers draft better feedback but I'm not sure how that would work practically. Like where would the AI even pull context from?73Views0likes1CommentIntroducing Microsoft Copilot Cowork
For the last couple of years, generative AI has mostly acted like an eager, highly capable research assistant. You give it a prompt, it spits out an email draft, a summary, or a bit of code, and then it waits for you to tell it what to do next. It’s useful, but the operational drag of constantly guiding it step-by-step still falls squarely on your shoulders. That dynamic is officially changing. With the general availability of Microsoft Copilot Cowork, Microsoft is shifting AI from a passive conversational tool into an autonomous execution agent. Instead of prompting an AI to help you build a deck, you can now delegate entire multi-step workflows to Cowork, let it run in the cloud background, and simply review its work at key checkpoints. Here is a breakdown of what Cowork is, how it functions, and why it changes standard team workflows. What is Microsoft Cowork? At its core, Cowork is an automation and execution layer built directly into Microsoft 365. Rather than responding to single prompts, Cowork translates a high-level intent into a multi step project plan, coordinates across multiple M365 apps simultaneously, and delivers a completed result. The technology behind it stems from Microsoft’s partnership with Anthropic, effectively integrating cloud based agentic workflows under your organization's existing enterprise security, compliance, and identity controls. Driven by an organizational context engine called Work IQ, Cowork doesn't just look at a single file, it synthesizes signals across your Outlook emails, Teams chats, SharePoint documents, and calendars to understand how your team operates. How It Works: From Intent to Action Using Cowork feels fundamentally different from standard prompting. You can input an outcome request using natural language (up to 16,000 characters) and attach relevant background files. The Execution Process Deconstructs the Goal: Cowork breaks your request down into an operational roadmap. Background Execution: The agent executes the plan in a protected cloud sandbox. You can close your laptop or switch devices, and the task keeps running. Human-in-the-Loop Approvals: For medium-to-high-risk actions—like firing off a client email or posting a final update to a public Teams channel Cowork pauses and explicitly asks for your permission via a risk level indicator card. The Power of Reusable "Skills" What makes Cowork a true team framework is its underlying Skills architecture. Out of the box, Cowork ships with 13 built-in skills spanning core workplace needs: Skill Group Core Capabilities Content & Files Create and edit Word documents, Excel sheets, PowerPoint presentations, and PDFs. Organization Automated calendar optimization, meeting intelligence, scheduling, and custom daily briefings. Communication Multi-app drafting across Email, Teams channels, and structured Adaptive Cards. Analysis Deep Research capabilities that aggregate broadly across multiple corporate sources. Building Custom Workflows Beyond the defaults, teams can create up to 20 custom skills by simply dropping a formatted markdown file (SKILL.md) into a designated OneDrive folder. Instead of every employee reinventing how they handle a project handover, a weekly status update, or client onboarding, the team can standardize a repeatable workflow. For example, a custom "Weekly Reporting" skill can instruct Cowork to scan team updates, flag blockers, cross-reference an Excel sheet, and format a client-ready summary automatically every Friday morning. Managing the Sandbox: Cost and Controls Because Cowork handles complex, long-running tasks that call multiple models, its runtime is consumption-based rather than a flat monthly fee, tracking via Copilot Credits. Tasks are categorized based on their complexity: Light/Medium Tasks: Applying structured reasoning across a few local sources to generate dual outputs. Heavy Tasks: Deep reasoning that aggregates data across a massive corporate ecosystem and outputs multiple complex documents. To prevent budget overruns, IT administrators have granular control over the ecosystem. Admins can set tenant, group, and user-level spending limits, and users can request additional credits directly from the Cowork interface when tackling particularly heavy computational tasks. Sum up Microsoft Cowork marks a distinct evolution in workplace productivity. The value isn't just about writing a single email faster; it's about reducing the daily operational chaos by automating the manual coordination that slows teams down. By handing off predictable rules-based workflows to an autonomous digital teammate, professionals can shift their energy away from administrative legwork and focus it back onto strategic decision-making.648Views1like2CommentsCopilot 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.165Views0likes3CommentsWeb Search in Copilot Notebooks Still Disabled Despite Policy Configuration
I've followed Microsoft's documentation to enable Web Search in Microsoft 365 Copilot Notebooks by creating a policy in the Cloud Policy Service. The policy includes: Allow web search in Copilot Pin Microsoft 365 Copilot Chat Allow creation and viewing of Copilot Pages and Notebooks The policy is assigned to an All Staff group, and users have the appropriate Microsoft 365 Copilot licenses. It's been over 24 hours since the policy was applied, but the Web Search toggle in Copilot Notebooks is still greyed out. I've verified: Users are on the Current Channel for Microsoft 365 Apps No conflicting Intune or GPO settings Network access to Bing and Microsoft services is unrestricted Relevant Microsoft documentation: Manage public web access in Microsoft 365 Copilot: https://learn.microsoft.com/en-us/copilot/microsoft-365/manage-public-web-access Configure policies using the Cloud Policy service: https://learn.microsoft.com/en-us/deployoffice/admincenter/overview-cloud-policy Microsoft 365 Copilot service description: https://learn.microsoft.com/en-us/microsoft-365-copilot/microsoft-365-copilot-service-description Has anyone else run into this issue? Any ideas or workarounds?957Views1like8CommentsIs "uncertainty" the feedback signal Copilot Studio agents are actually missing?
At today's M365 Platform Weekly session, we were asked for our input on what feedback we wish we could pull beyond thumbs up/down and verbatims. Is it trends over time, sentiment themes, the response-to-triage loop, etc. Here's an angle: What if the primitive itself is wrong? Thumbs up/down measures satisfaction after the fact. What if we measured confidence instead? How often an agent actually knows it's on shaky ground, and whether the user's reaction matches that? If an agent flags its own uncertainty at the point of response instead of a static thumbs up/down, a feedback prompt gets generated from whatever's trending in that uncertainty instead of the same generic question every time, and "trends over time" becomes "did this agent get more confident or less confident since the last update" rather than a flat satisfaction line. It might also solve the silence problem that most users rarely click anything. A reaction that's actually specific ("you caught something the agent flagged as shaky") seems easier to engage with than a binary good or bad. To be clear, confidence signals already exist in adjacent forms. Copilot Studio and most conversational AI platforms already use a confidence score internally to decide whether to answer directly, ask a clarifying question, or escalate to a human. GitHub Copilot has used a confidence score since its earliest versions too, ranking code suggestions and defaulting to the highest-scoring one. None of that is new. So rather than "add a percentage next to the answer", what if there is a specific flag pointing at the exact claim or step the agent is unsure about, feeding into the feedback loop? Curious if anyone else building in Copilot Studio has run into this: Do you ever wish your agent had hedged when it didn't? What would you actually do with an uncertainty score if you had one? And would just love others thoughts on this :)59Views0likes1CommentCopilot Studio + SharePoint: Markdown (.md) Files in Doc Libraries Supported as Knowledge Sources?
Hi all, We’ve been doing some deeper testing with Copilot Studio agents grounded in SharePoint knowledge sources, and I’m hoping to clarify whether what we’re seeing is a known limitation or an undocumented gap. Scenario A Copilot Studio agent uses SharePoint document libraries as a knowledge source The library contains Markdown (.md) files that are intentionally used as canonical design references The same .md files: ✅ Work well when uploaded directly to the agent ❌ Are not retrievable or citable when stored in a SharePoint library and added as a SharePoint knowledge source To help with grounding, we created modern SharePoint index pages that: Explain what the markdown collections are (Patterns, ADRs, Guardrails) Link directly to the canonical folders and files Explicitly state that the .md files are the source of truth The agent can: Discover and summarize the index pages correctly Understand that .md artifacts exist and where they live But it cannot: Read the content of the individual .md files Apply a specific pattern or ADR from those files in a design conversation Cite them as sources, even when permissions and search indexing are confirmed What We’ve Checked Permissions (agent user has access) Folder depth (kept shallow) Search results (markdown files appear in SharePoint search) SharePoint indexing status Work IQ enabled Same content works when attached directly to the agent This behavior also seems consistent with what others have reported here: Markdown works when uploaded directly Markdown retrieval degrades when hosted in SharePoint libraries Questions for the Product Team / Community Are Markdown (.md) files in SharePoint document libraries officially supported as Copilot Studio knowledge sources today? If yes, are there specific constraints (file size, rendering, parsing, indexing) that differ from Word/PDF? If no (or “not yet”), is this a known limitation on the roadmap? Is the recommended pattern to: Convert important markdown files into .aspx pages, or Use thin “index / summary” pages and keep markdown canonical until retrieval improves? We’re happy to adapt our information architecture — just trying to align with the intended platform direction rather than work against it. Thanks in advance for any guidance or clarification. This capability is extremely powerful, and clearer expectations here would help a lot of teams make the right design tradeoffs.3.1KViews15likes7CommentsCopilot in Word can't read chat attachments; Word for web file picker shows “no token obtained”
Summary of the issue I am seeing a persistent failure with Copilot attachments specifically inside Microsoft Word. Copilot in Word desktop and Word for the web can recognize an uploaded chat attachment by filename or OneDrive URL, but it cannot read the file contents. It reports the uploaded file as empty, corrupted, or in a format it cannot process. The same files are successfully read by standalone Microsoft 365 Copilot Chat using the same Microsoft account, and file uploads also work in Excel Copilot and PowerPoint Copilot. Failure started 10 days ago, with no obvious changes in settings on my end. The most useful diagnostic clue so far is that Word for the web’s Copilot attachment/file-picker path has also failed before any file was selected, showing “Something went wrong, please try again or refresh the page, no token obtained.” In Chrome, Word for the web produced a SharePoint-style error page with a correlation ID. This makes the issue look less like a bad file or local Word installation problem and more like a Word Copilot attachment-picker, OneDrive/SharePoint authorization-token, or file-handoff problem. Environment and scope Windows 11, Pro. Microsoft Word desktop: issue reproduced after updating Office and Windows. Word for the web: issue reproduced in Edge, Edge InPrivate, and Chrome. Standalone Microsoft 365 Copilot Chat / copilot.microsoft.com / m365.cloud.microsoft/chat: uploaded files can be read successfully with the same Microsoft account. Excel Copilot and PowerPoint Copilot: uploaded files work. OneDrive in Chrome: upload/download and file access work normally with the same account. Same Microsoft account used throughout. File types tested include tiny TXT files, PDFs, and DOCX files, including a complex DOCX. Copilot in Word can read the active Word document normally; the failure is limited to files uploaded as Copilot chat attachments inside Word. Observed behavior In Word desktop, Copilot chat accepts or recognizes the attachment metadata, including filename and sometimes a OneDrive URL, but when asked to read or summarize the file it says the file appears to be empty, corrupted, or in a format it cannot process. This happens even with a very small TXT test file. In Word for the web, the same general failure occurs. In one clean test, I created a brand-new blank Word document in Word for the web, opened Copilot, attached a tiny TXT file, and asked what the uploaded TXT file said. Copilot responded: “The uploaded file ingestion_test_731_1915.txt appears to be empty, corrupted, or in a format I can’t process, so I can’t read any text from it.” In another Word for the web test, clicking Copilot’s “+” attachment button and choosing either “My Files” or “Recent” opened a mostly blank window saying: “Something went wrong, please try again or refresh the page, no token obtained.” This occurred before any file was selected. In Chrome, Word for the web produced this error when trying to use the Copilot attachment flow: “Sorry, something went wrong. An unexpected error has occurred. Technical Details: Troubleshoot issues with Microsoft SharePoint Foundation.” The error included Correlation ID 64062ea2-3083-8000-a0f7-fbf4f6bb617d and Date/Time 8/4/2026 12:21:38 PM. Evidence matrix Test Result Standalone Microsoft 365 Copilot Chat / copilot.microsoft.com DOCX, PDF, and TXT uploads can be read successfully with the same account. OneDrive in Chrome Upload, download, and file access work normally. Excel Copilot Uploaded files work. PowerPoint Copilot Uploaded files work. Word desktop Copilot Attachments are recognized but reported as empty, corrupted, or unprocessable. Word for the web in Edge/InPrivate Tiny TXT attachment reported as empty, corrupted, or unprocessable. Word for the web attachment picker “No token obtained” message before file selection. Word for the web in Chrome SharePoint Foundation-style error with correlation ID 64062ea2-3083-8000-a0f7-fbf4f6bb617d. Word Copilot reading the active document Works normally. Troubleshooting already tried Updated Microsoft Office / Microsoft 365 desktop apps. Updated Windows. Restarted Word multiple times. Restarted the computer multiple times. Signed out and signed back in. Confirmed that the same Microsoft account is being used; there is only one Microsoft account involved. Toggled connected experiences off and back on, including restarts between changes. Started Word in Safe Mode. In Safe Mode, Copilot chat opened but did not activate properly; the Copilot pane appeared to cycle in the background and sub-windows were blank/unusable. Tested with a brand-new blank Word document in Word for the web. Tested in Edge, Edge InPrivate, and Chrome. Tested with very small TXT files as well as PDF and DOCX files. Confirmed OneDrive itself works normally in Chrome by uploading and accessing files successfully. Confirmed standalone Copilot and Excel/PowerPoint Copilot can process uploaded files successfully. Why this does not look like a local file or browser problem The same uploaded files work in standalone Microsoft 365 Copilot Chat, and OneDrive upload/download works normally. The issue also reproduces across Word desktop and Word for the web, across multiple browsers, and with a brand-new blank Word document. Because Word Copilot can read the active document but cannot acquire or process uploaded chat attachments, the failure appears isolated to the Word-integrated Copilot attachment picker, authorization-token acquisition, or OneDrive/SharePoint file-handoff path. Most likely failure area My current working theory is that Word-integrated Copilot is failing to obtain or pass the required SharePoint/OneDrive authorization token for Copilot chat attachments. The “no token obtained” message and the SharePoint Foundation correlation ID point toward the file-picker or backend handoff path rather than file contents. It may be account-specific, feature-flight/routing-specific, or a Microsoft-side regression affecting Word Copilot attachment handling. Request for help Has anyone seen Word Copilot attachments fail in this way while standalone Copilot, OneDrive, Excel Copilot, and PowerPoint Copilot all still work? Are there known Word Copilot attachment-picker, OneDrive/SharePoint token, or feature-routing issues that can affect only Word-integrated Copilot? If Microsoft support or engineering can trace backend logs, the most relevant correlation ID I have is 64062ea2-3083-8000-a0f7-fbf4f6bb617d from 8/4/2026 at 12:21:38 PM in Word for the web in Chrome. I would especially appreciate suggestions for anything beyond the standard local troubleshooting already tried. At this point, the pattern suggests the next useful step is probably backend investigation of the Word Copilot attachment/file-picker authorization flow rather than more file-format testing or local repair.698Views0likes10CommentsCopilot Projects folder empty after failed upgrade - case #7108610754
Hi, I'm following up on Microsoft Support case #7108610754. My Copilot Projects folder is completely empty (shows "No projects yet" on the Projects page), and several project folders with their full chat histories that existed before are no longer visible. The support chat marked the case as "resolved" and closed it, but nothing was actually restored - the folder is still empty. Could the Copilot product team please investigate this server-side? Happy to share the case number and account details privately if needed. Thank you.17Views0likes0CommentsDisabling Agent Creation for End Users with Copilot for Microsoft 365
Hello! I am an IT admin at my organization, and we recently rolled out Copilot for Microsoft 365 for all end users. I would like our end users to be able to access agents published by my organization and Microsoft (Analyst, Researcher, etc.) but I do not want them to be able to create agents in Copilot Studio OR Agent Builder. We have disabled Copilot Studio at the license level, but our end users are still able to create agents in the M365 Copilot app with the "New Agent" button. To summarize, I want our users to be able to access Agents created by our organization and Microsoft, but I do not want them to be able to create any agents of their own at this time. Is there a way to do this? Thank you in advance, stevenwagner1KViews0likes9CommentsHow to fix the missing Copilot integration in Outlook?
I have a Microsoft 365 Premium subscription. Had to reinstall outlook on my computer. Doing so I lost the Copilot integration. All the information I found indicates that the subscription should automatically provide the integration. All other instructions I have found fix my issue has not worked or not available for my subscription.46Views0likes1CommentUsing 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?280Views0likes3Commentsmissing co-pilot conversation history after update:
I have updated Co-pilot this morning. when co-pilot restarted my chat history/ conversations were uploaded... except for one. the affected conversation started in January 2026 and is significantly larger than your other chats (a project based sparring exchange). I refreshed, but that did not work out: error message ("Unable to load"/white screen. other smaller conversation did up-load correct. I use Copilot app version macOS Tahoe 26.6.2 version. support could not help me and send me to this platform....624Views11likes15CommentsChild agents and local agents in Copilot Studio
I'm AI administrator, and I have a colleague who've build an agent in Copilot Studio that uses to child agents. However on his screen they have the relationship "Local" and he can't access them or do anything. When I look at his agent, the sub agents have relationship "Child" and everything works fine. The image down below is what he sees - and the trigger also gets that orange triangle. Have anybody experienced the same? We tried to give another colleague editor permission to the agent, and that colleague experiences the same. They are both sitting at an office in another country than me.28Views0likes0CommentsRetention policy for only Microsoft Copilot Chat and Copilot Studio agent transcript?
Is it possible to create a retention policy for "Microsoft Copilot Experiences" location but targeting only Microsoft 365 Copilot and Copilot studio but not Security Copilot or Copilot in Fabric?42Views0likes1CommentCopilot chat history disappeared after update but conversations are still present in data export
Hello, I am trying to understand whether other users are experiencing the same issue. My situation is the following: I was actively using Microsoft Copilot Personal. I had an important conversation open and was working in it normally. Copilot prompted me to install an update. I accepted the update. Immediately after the update, most of my chat history disappeared. Additional details: I am using the same Microsoft account as before. The issue occurs across devices and browsers. Some of the missing conversations had been used only a few hours before they disappeared. Opening saved links to those conversations shows the error: "Unable to load the page. There was a problem loading the page. Please try again later." However, the missing conversations are still present in my Copilot data export. Because of this, I do not believe the conversations were intentionally deleted. It appears more like a chat history, synchronization, or loading issue that started immediately after the update. Has anyone else experienced the same behavior? Thank you.95Views2likes1CommentCopilot Capabilities
What's one Copilot Capability you use almost every day that you think more people should know about? For me, this will be Copilot in PowerPoint. As someone who creates PowerPoint decks a lot, I find it very helpful. Copilot knows how to align with the brand goals, brand colors, and brand information. I'd love to hear from you, what aspect of Copilot makes life easier for you.Solved66Views1like2CommentsHow to Use Microsoft 365 Copilot Cowork to Clean Up Your Inbox
If your inbox feels like a never-ending to-do list, you’re not alone. Between work updates, meeting invitations, newsletters, internal conversations, customer emails, and those messages that somehow require a five-paragraph reply, keeping your inbox organized can quickly become a full-time job. Link to the post48Views0likes0CommentsHow to Fix Copilot With Multiple Microsoft 365 Accounts
Using Microsoft 365 with more than one account can be incredibly convenient. Maybe you have a work account and a personal Microsoft account. Or perhaps you manage Microsoft 365 for multiple organizations and regularly switch between different tenants. link to the post195Views1like4CommentsIncorrect Microsoft 365 Entitlement showing in Copilot
When using Copilot at https://copilot.microsoft.com I am seeing a page that comes up and shows me as logged in with a Microsoft 365 Family entitlement, but then after about 1 second, it redirects to some other page, seemingly a login/authentication page, and then redirects back to the Copilot chat, but my entitlement now shows "Personal" instead of "Microsoft 365 Family". All my chat history appears to still be there, but some preview features that I had been using such as Copilot Health are no longer available. I contacted Microsoft Support who redirected me to this forum identifying that there is likely an issue with my subscription entitlement. My account is the subscription owner. The issue started a week or so ago and I also see "Personal" in the Copilot app on Android. indicating that it is not an issue with a particular client side experience.42Views0likes0Comments
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