Recent Discussions
Disabling 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, stevenwagnerSharePoint List Agent with Microsoft 365 Copilot – Create Lists Instantly with Natural Language
🚀 New Video! Introducing the SharePoint List Agent powered by Microsoft 365 Copilot Microsoft continues to push boundaries with AI in the workplace, and the new SharePoint List Agent is one of the most exciting capabilities rolling out right now. Based on Message Center MC1208689 and Roadmap ID 534606, this feature brings a huge productivity boost: you can now create SharePoint lists simply by describing what you need in natural language — directly within Copilot experiences across Teams, Outlook, Word, and more. In my latest YouTube video, I walk through: ✨ What the SharePoint List Agent is and how it works ✨ How Copilot turns structured content (orders, invoices, expenses, projects…) into lists in one click ✨ The updated GA rollout timeline for February 2026 ✨ Admin controls and licensing requirements ✨ Real scenarios where this feature saves time and reduces manual work This is a significant step forward for organizations using Microsoft 365 Copilot — making list creation simpler, faster, and more intuitive than ever. 🎥 Watch the full breakdown here: 👉 https://youtu.be/uypMK-jLw_0 If you work with SharePoint, Copilot, or Microsoft 365 in general, this is definitely a feature you’ll want to explore. Let me know what you think in the comments! 👇 #Microsoft365 #Copilot #SharePoint #M365Updates #AIProductivity #GiulianoDeLuca #SharePointListAgent #MicrosoftAdmins
Copilot Studio agents problems connecting to Sharepoint knowledge source
Hello, Since last week users in my tenant are experimenting issues regarding the connection between copilot studio agents and Sharepoint. The agents are not able to extract information from Sharepoint sites, printing there is not information in the Sharepoint site regarding the user's question when that information is in Sharepoint. These agents used to work well till last week. Does have been any update in Microsoft 365 services that can be affecting these agents ability to retrieve information from Sharepoint?
Recent Bug or issue i got for last 3 days when i am using Chat sessions.
Recent Bug or issue i got for last 3 days when i am using Chat sessions after creating New Projects and saving outside chats there. But in New chats when i opened and used attachment to it from Notta Memo it is clearly working its taking transcript and giving Summary and details i asked. Please help if any one faced same issue and you guys got any resolution in fixing this issue. Thanks in advance.Copilot Call Delegation Does Not Work with Compliance Recording Applications
Hello, I was able to isolate an issue related to Copilot Call Delegation and compliance recording applications. We have successfully configured Copilot Call Delegation and confirmed that it functions as expected in a standard Teams Phone environment. However, when a compliance recording application is assigned to the user, Copilot Call Delegation no longer works correctly. The Copilot delegate does not join or participate in the call as expected. Has anyone else encountered this behavior? Is there a known limitation, compatibility issue, or recommended configuration when using Copilot Call Delegation alongside Teams compliance recording solutions? Any guidance from the Microsoft product team would be greatly appreciated. Thank you.A Guide to Prompt Coach
Prompt Coach is a ready-to-use Agent built by Microsoft, included with free Copilot (Copilot Chat) and Microsoft 365 Copilot subscriptions. Teaches how to write clear, structured prompts Reviews existing prompts and suggests improvements Creates high-quality prompts tailored to your context Checks prompts for compliance and fairness Note: Prompt Coach is not available with Microsoft personal subscriptions Why use Prompt Coach ⭐ You’re new to Copilot (or any Gen AI tool) and learning how to prompt ⭐ Your prompts aren’t giving the results you want ⭐ You want to create effective prompts on the first try rather than a “trial-and-error” approach ⭐ You want to build skills to write your own high-quality prompts How to access Prompt Coach Go to M365 home and you will find Prompt Coach under the list of Agents. Let's go through a scenario 👤 You are a Recruiter 📝 You’ve written a job description for a new role and want a quality review before publishing ❓ You are not sure what prompt to use 💡 You know the prompt should start with “Analyze the job description” Step 1 - Open Prompt Coach and ask Analyze my prompt and provide feedback on how I could improve it "Analyze the job description" Step 2 - Receive actionable feedback from Prompt Coach Step 3 - Get an improved prompt from Prompt Coach 💡Tweak and refine what Prompt Coach gives you to make the prompt match your voice, context and goals.
Problem that copilot is unable to see all my emails in outlook
Copilot returns incomplete http://outlook.com/ email search results while Outlook Desktop and Outlook Web return complete results Product Microsoft Copilot (Windows App) Microsoft Copilot (Web) http://outlook.com/ Outlook Desktop Outlook on the Web Issue Summary Copilot is returning incomplete email search results from my http://outlook.com/ mailbox. The same mailbox searched directly in Outlook Desktop and Outlook on the Web returns complete and accurate results, but Copilot only returns a subset of the matching emails. The issue occurs in both the Copilot Windows application and Copilot on the web, suggesting the problem is not device-specific. Environment Microsoft Account Personal Microsoft account http://outlook.com/ mailbox Microsoft 365 Personal trial currently active Devices Windows laptop Completely rebuilt from scratch to troubleshoot this issue Internal storage wiped Fresh Windows installation performed All current Windows updates installed All current Microsoft 365 / Office updates installed Applications Tested Outlook Desktop (latest version) Outlook on the Web Microsoft Copilot for Windows Microsoft Copilot on the Web Account Status Same Microsoft account used for Outlook and Copilot Mailbox accessible and functioning normally Mail synchronization appears healthy Outlook search functioning correctly Problem Description On Monday 3 August 2026, my Inbox contained 12 messages. Examples included: Tesco http://amazon.co.uk/ eBay Yahoo Microsoft Account Team Microsoft 365 When I asked Copilot to list emails received on 3 August 2026, Copilot returned only a subset of those emails. Copilot was able to locate: Tesco order confirmation Tesco order amendment Microsoft 365 trial activation Microsoft account password change However, Copilot did not return several emails that were visibly present in the Inbox, including Amazon, eBay, Yahoo and other Microsoft account notifications. Expected Result Copilot should return all emails matching the requested date range, consistent with Outlook Desktop Search and Outlook Web Search. Actual Result Copilot returns only a partial subset of the matching emails despite the emails being clearly present in the mailbox. Diagnostic Testing Performed Outlook Desktop Search Result: ✅ Returns all expected emails. Outlook Web Search Result: ✅ Returns all expected emails. Copilot for Windows Result: ❌ Returns only a subset of emails. Copilot Web Result: ❌ Returns the same subset of emails. Operating System Result: ✅ Fresh Windows installation completed. Office Installation Result: ✅ Fully updated. Mailbox Access Result: ✅ Mailbox functioning normally. Why I Believe This Is a Copilot Search Service Issue The issue reproduces: Across multiple Copilot clients On a freshly rebuilt device While Outlook Desktop Search works correctly While Outlook Web Search works correctly Since both Outlook clients return complete results and both Copilot clients return incomplete results, the evidence suggests a discrepancy in the mailbox search/indexing layer used by Copilot rather than a problem with Windows, Office, Outlook indexing, or the local device. Request Please investigate: Whether Copilot is using a different mailbox index from Outlook Search. Whether my mailbox has been only partially ingested into the Copilot search service. Whether there are known issues affecting http://outlook.com/ personal accounts and Copilot email retrieval. Whether Microsoft can trigger a reindex, resynchronization, or repair of the mailbox content used by Copilot. Whether there are any diagnostic tools available to compare Outlook Search results versus Copilot Search results. Evidence Available I can provide: Screenshots showing 12 emails present in Outlook Inbox on 3 August 2026. Screenshots of Outlook Desktop search results. Screenshots of Outlook Web search results. Screenshots showing Copilot returning only a subset of those emails.
What is the best file format for an AI agent knowledge base?
This is a best practice sharing the best format for an agent and show you why you should convert your PPT, PDF, WORD into a TXT markdown. I had an issue with my agent, time taken to answer was too long, and usually we spend a lot of time asking: What is the best prompt? Why is my agent slow? Why does retrieval sometimes work and sometimes fail? How can I improve answer quality? But I realised I was asking another question much less often: What is actually the best file format for the knowledge base? PDF? Raw text? Markdown? Pre-chunked text? Semantic sections? Context-enriched text? And more importantly: How much does the format alone affect agent performance? I tried to find a quantified benchmark answering this specific question, with the same agent, same source knowledge and same questions, but different knowledge representations. I couldn't find one that really answered what I wanted to measure. So I decided to run the experiment myself on a real case. My first exploratory tests were already surprising: depending on the representation, the agent could be significantly faster and more accurate, despite working from the exact same source information. So I decided to push the test further. My objective I want to identify, without assumptions and based on actual evaluation data, how a long document should be prepared for an LLM knowledge base so that the agent can retrieve, understand, ground and answer from it as reliably as possible. I focused on five dimensions: Answer quality Retrieval reliability Source grounding / citations Execution time Robustness across single-turn and multi-turn questions The broader question I'm trying to answer is: How should we structure knowledge so that an LLM can retrieve and use it as reliably as possible? The test case I deliberately chose a document that isn't particularly friendly for RAG: a 46-page European regulation, https://eur-lex.europa.eu/eli/reg/2011/1169/oj?locale=fr, on the provision of food information to consumers. The information is distributed across articles, definitions, exceptions, annexes, tables, numerical thresholds and cross-references. That makes it useful for testing retrieval: answering correctly often requires finding a very specific piece of information while preserving enough context to understand how it applies. I used the native PDF as the baseline and created 6 additional knowledge-base representations of the same document: Raw TXT Markdown Chunk-ready TXT RAG-oriented units Semantic TXT Contextual TXT One rule: same knowledge, same agent, same instructions, same questions. Only the knowledge representation changes. The benchmark I used two evaluation sets: 42 single-turn questions testing broad coverage of the document: direct facts, thresholds, exceptions, annexes, lists and cross-references. 5 multi-turn conversations containing 13 questions, to see what happens when a user asks a question and then follows up with things like: "And in this case?" "What are the exceptions?" "And for dietary fibre?" This gave me: 47 evaluated test cases / 55 actual questions per format Across all 7 formats: 329 evaluated conversations 385 user questions executed First results Metric Native PDF Best structured representation Overall pass rate 66.0% 85.1% - Contextual TXT Best single-turn score 69.0% 88.1% - Chunk-ready TXT Multi-turn benchmark 40% 80% - Contextual TXT Multi-turn execution time 14m24 5m54 Total benchmark time 44m31 24m49 The quality gap was already substantial: 66.0% → 85.1% That's +19.1 percentage points while keeping the underlying knowledge unchanged. I also saw a major difference in execution time. On the multi-turn test: 14m24 → 5m54 That's approximately 2.4× faster. Across the complete benchmark: 44m31 → 24m49 Around 44% less execution time. These timings represent the complete agent evaluation pipeline, so they shouldn't be interpreted as pure LLM inference latency. But the difference under identical test conditions is large enough that I want to understand it better. Findings There wasn't one format dominating every benchmark. Chunk-ready TXT scored highest on independent questions: 88.1%, while Contextual TXT performed better across multi-turn conversations and finished with the highest overall score. That may suggest that the way we optimise a document for isolated retrieval isn't exactly the same as the way we should prepare it for conversational retrieval. In the contextual version, I tried to make every section understandable when retrieved independently by keeping useful information around it: Source references Section context Retrieval cues Relevant cross-references For regulatory documents, this seems particularly important. A numerical value retrieved alone can be meaningless without knowing which rule it belongs to, under which conditions it applies, and whether another article contains an exception. Where I am now This remains an exploratory benchmark: One document One domain One agent setup One evaluation framework One run per configuration There are plenty of things I still want to test: repeated runs, retrieval-level evaluation, token consumption, larger knowledge bases, other document types, chunk sizes, overlap, contextual headers, and more. But these first results already convinced me that the preparation of the knowledge base deserves much more attention when evaluating an agent. We often spend hours refining instructions while the same information may behave very differently depending on how it reaches the retrieval layer. Next step I'll share the prompts, knowledge-base formats and evaluation methodology on GitHub so the experiment can be reproduced and challenged. I'll keep enriching the repository as I test new formats, improve the evaluation set and add new results. If people here have ideas, edge cases or formats worth testing, I'd genuinely like to include some of them in the next iteration. What would you test next?Update: Root Cause Identified
Hi everyone, I would like to share the root cause and solution in case someone else encounters the same issue. The Problem I created several agent flows directly in Power Automate using: https://make.powerautomate.com The flows were configured correctly: The flow starts with When an agent calls the flow The flow ends with Respond to the agent The flow and agent are in the same environment The flow is included in a solution The flow is published and fully functional The flows could be added to an agent and executed successfully. However, unlike flows created directly from Copilot Studio, they did not appear in the Global Tools directory. What I Investigated I verified: Trigger configuration Respond to the agent action Environment consistency Solution membership Publish all customizations Asynchronous response settings Synchronization delays between Power Automate and Copilot Studio None of these were the root cause. Root Cause The issue was related to the workflow Plan. I discovered that: Flows created directly in Power Automate were assigned: Plan = The user running the flow Flows created directly in Copilot Studio were assigned: Plan = Copilot Studio Although the Power Automate flow was fully functional and could be used by the agent, it was not visible in the Global Tools directory. Solution After changing the workflow Plan to: Plan = Copilot Studio the flow immediately appeared in the Global Tools directory. Configuration Location The setting can be found in the workflow properties under: Primary owner → Plan Important Note Based on my testing, changing the Plan to Copilot Studio appears to be a one-way operation and may not be reversible. It may be a good idea to export or save the flow before making the change. Acknowledgements Special thanks to sohnash for reproducing the scenario and providing troubleshooting suggestions, and to Patty_Velasquez for sharing similar observations that helped confirm the behavior. Hopefully this helps others who encounter the same issue. Best regards, Adhonaï KOUKAPower Automate Flows Created Outside Copilot Studio Not Appearing in Tools
Hello everyone, I'm facing an issue with Copilot Studio and would appreciate your advice. Context I have several Power Automate flows that I created directly from: https://make.powerautomate.com My goal is to use these flows as tools within a Copilot Studio agent. All components are in the same Power Platform environment. What I've verified The flows use the "When an agent calls a flow" trigger. The flows end with "Respond to the agent". The flows are saved and published. The agent and flows are added to the same Solution. The solution has been published. I am using the same account and environment for both Power Automate and Copilot Studio. The Issue Flows that are created directly from Copilot Studio appear correctly under: Tools → Add Tool However, flows created from Power Automate (make.powerautomate.com) do not appear in the Tools list, even though they have the same trigger and response configuration. Question Are there additional requirements for a Power Automate flow to be discoverable by Copilot Studio? For example: Does the flow need to be an Agent Flow rather than a standard Cloud Flow? Are there known synchronization or caching issues between Power Automate and Copilot Studio? Is there a specific setting, solution configuration, or publishing step that I may have missed? Any guidance or experience with a similar issue would be greatly appreciated. Thank you!Free Copilot Credits for MCTs/ MVPs ?
Hello All The new Copilot Studio experience, powered by the GitHub Copilot harness, requires Copilot Credits for building, testing, and evaluating agents. In contrast, classic Copilot Studio requires Copilot Credits only after publishing. Is there a way for MCTs or MVPs to get Free access to Copilot Credits so they can test agents in the new Copilot Studio experience?
Copilot in OneNote cannot access content in sidebar (Microsoft 365 Premium)
a { text-decoration: none; color: #464feb; } tr th, tr td { border: 1px solid #e6e6e6; } tr th { background-color: #f5f5f5; } Hello everyone, I'm hoping someone from the OneNote or Copilot team can help with an issue that has prevented me from using Copilot in OneNote for approximately two months despite having an active Microsoft 365 Premium subscription. Issue Copilot can detect that a OneNote page is open, but it cannot access or read the contents of the page. For example, if I open a page named 1Cor4:1-16.onepart or create a brand-new test page, Copilot acknowledges that the page exists but responds with something similar to: "I can see that the file is open, but I cannot access the note contents." As a result, Copilot cannot summarize, analyze, answer questions about, or otherwise interact with the contents of the current page. Environment Microsoft 365 Premium (Personal Subscription) OneNote for Microsoft 365 Version 2608 Build 16.0.20326.20100 (64-bit) Windows Desktop Notebooks stored in and synced through OneDrive Troubleshooting Completed I have already performed extensive troubleshooting, including: Verifying my Microsoft 365 Premium subscription is active Verifying I am signed into the correct Microsoft account Signing out and back into Office and OneNote Confirming notebooks are syncing properly Updating Office and OneNote to the latest version Restarting OneNote and Windows multiple times Creating brand-new notebooks and test pages Testing across multiple days and sessions The issue is fully reproducible on both existing notebooks and newly created notebooks. Microsoft Support Findings I have already worked directly with Microsoft Support. A support technician remotely connected to my computer and reviewed my configuration. They confirmed that Copilot in OneNote should be functioning in my environment. During the support session they performed multiple troubleshooting and repair actions, including uninstalling and reinstalling components, repairing Office, and verifying account and licensing status. Despite all of this, the problem remained unchanged. The technician indicated that the issue appears to be on the Copilot/OneNote side rather than being caused by my local setup. Since they were unable to resolve it, they recommended that I post here in the Microsoft Tech Community to seek further escalation and visibility. Questions Has anyone else experienced an issue where Copilot can see the currently open OneNote page but cannot access the page contents? Is there a known service-side, provisioning, or feature-rollout issue that could cause this behavior? Is there a way to escalate this directly to the OneNote or Copilot engineering teams? At this point, I've been paying for the feature for roughly two months and have not been able to use the core OneNote Copilot functionality at all. Any assistance or guidance would be greatly appreciated. Thank you.
Copilot Notebook features missing
I think it was back in March or April that improved features for Notebooks in Copilot were added as General Availability: the Audio overview, Mind Map and others. I have Copilot Premium, can and have created a notebook, but those features are greyed out for me. I'm pretty sure I have enough content (3 files with approximately 500 pages of content) in the Notebook but when I click those buttons, I see a message: More in OneNote Power BI Notebook isn't available here yet, but coming soon. For now, you can open it in OneNote. Those features are in OneNote, but not in Copilot. What's wrong, and what can I do to get them working in Copilot Notebooks? Thank you for your answerCreated agents are shown twice in "Shared with you"
Hi all I've noticed for myself, and for several of our users, that when agents are created in Copilot Studio, and shared. Each agent is shown twice, when people access their "Shared with you" in Copilot. Why is that, and does anybody else experience this?Seeking Guidance on Microsoft 365 Copilot Adoption Support for an Enterprise Customer
Hi Everyone, We are a newly enrolled Microsoft partner currently working with a customer to accelerate Microsoft 365 Copilot adoption across their organization. We are exploring how we can best support the customer and would like to understand whether there are any Microsoft programs, resources, partner managers, or engagement channels available to help us collaborate with Microsoft on Copilot adoption opportunities. Could anyone advise on: The recommended Microsoft channel/team to engage for an enterprise Copilot adoption opportunity Any Microsoft programs or resources available to support customer adoption How partners can collaborate with Microsoft for customer-specific Copilot adoption support Any guidance on the appropriate Microsoft team, program, or point of contact would be greatly appreciated. Thank you!Is there any benefit to using Bing for my default search if I have Copilot Premium?
Hi folks. I recently purchased Microsoft premium so I could use Copilot in Microsoft apps and I'm wondering if there is any benefit to switching to Bing for my default search in my browser instead of Google if I have the Premium features. Such as will it profile what I'm doing offering better/more catered to me answers when searching in Bing and using in Apps? Honestly I still find the Google AI answers better but since I have this Premium version of Copilot now, I want to leverage the premium features as much as possible. Thanks.Unable to generate M365 Copilot audit events 284 and 373 – Record Types 328/383/384 also unavailable
Hello, I am testing Microsoft 365 Copilot audit logging and need some clarification regarding several Copilot/AI audit Record Types. Environment: Microsoft 365 Business Premium Microsoft 365 Copilot license Unified Audit Log ingestion enabled: UnifiedAuditLogIngestionEnabled = True Microsoft Purview Audit is enabled We can successfully see Copilot audit events for Record Type 261 and 310–314 However, we are unable to generate/locate the following events: Record Type 284 – AIAppInteraction We performed AI application-related activities but cannot find the expected audit records. Record Type 373 – OutlookCopilotAutomation We created and executed a Copilot Workflow using Outlook and M365 Copilot. The workflow successfully processed emails and generated responses, but the corresponding 373 audit event is not visible in Purview Audit. We also noticed that the following Record Types are not available in Purview Audit Search → Record Type filter: 328 – ConnectedAIAppInteraction 383 – CopilotForSecurityTrigger 384 – CopilotAgentManagement According to Microsoft's documentation, these Record Types exist in the Office 365 Management Activity API schema. I would appreciate help with the following: What exact activity generates Record Type 284 (AIAppInteraction)? What exact Outlook/Copilot activity generates Record Type 373 (OutlookCopilotAutomation)? Is 373 supported with Microsoft 365 Business Premium + Microsoft 365 Copilot? Why are 328, 383 and 384 not available in the Purview Audit Search Record Type filter? Are these events generated only for specific Copilot/AI products, licenses, or scenarios? Is there a specific configuration or API query required to retrieve them? If anyone has successfully generated these events, could you please share the exact test activity/workflow used? We have already confirmed that audit ingestion is enabled and that other Copilot events (261 and 310–314) are being generated successfully. Any guidance or a known-good test procedure would be greatly appreciated. Thanks!Copilot Studio: “Get file content using path” fails for table-heavy DOCX files
Hi everyone, I'm investigating an issue with a Copilot Studio Standard Harness agent and would like to know whether others have encountered similar behavior. Scenario I have configured a tool in my agent using: Get file content using path The document is stored in my own OneDrive/SharePoint location and I have full access to it. This is not a chat file upload scenario and not a knowledge source indexing scenario. The agent is retrieving the document through a configured tool action. Behavior Observed Case 1 - Works The Word document contains approximately: ~4.1K words ~20 tables The agent successfully: Finds the file Retrieves the file Reads the content Generates a summary Case 2 - Fails I increase the document slightly: ~4.2K words More tables added The agent now returns a message similar to: The file was retrieved, but its content could not be converted to text. The response still indicates that: File found File retrieved Text extraction/conversion failed Important Observation Initially I thought this might be a word-count limitation, but additional testing suggests otherwise. I tested another document containing: More than 4.3K words Very few or no tables The agent processed that file successfully and generated a correct summary. Because of this, the issue appears to be related more to table-heavy DOCX content than to the total number of words. What Has Been Ruled Out The following do not appear to be the cause: File path issues Permissions/access issues File not found issues Connector authentication issues Large file size issues Chat file upload limitations Knowledge source indexing limitations The same tool and same retrieval approach continue working until the document becomes more table-heavy. Questions Has anyone experienced similar behavior with Get file content using path in Copilot Studio? Does Copilot Studio Standard Harness perform an internal DOCX-to-text conversion step after retrieving the file? Are there known limitations around processing Word documents that contain a large number of tables? Has anyone identified practical thresholds around table count, table complexity, or table-heavy technical documents? Is there a recommended workaround besides splitting the document into smaller files? Any insights, similar experiences, or Microsoft guidance would be greatly appreciated. Thanks!
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- Bring READMEs, wikis, logs, transcripts, and rich-text files into Copilot NotebooksAug 13, 2026
- Now the LegalZoom agent works inside Microsoft 365 Copilot so a legal task no longer means stepping away from your work.Aug 12, 2026
