Microsoft SharePoint Blog articles

SharePoint Showcase: Refreshed SharePoint mobile app

John_Mighell — Thu, 29 Oct 2026 13:00:00 GMT

Your sites, files, news, and people, together in the redesigned SharePoint mobile app.

Work does not always happen while you are sitting at your desk. You may need to review a presentation before a meeting, find a document someone shared, or catch up on an important team update while moving between tasks.

The redesigned SharePoint mobile app now gives you a mobile starting point for finding relevant content, seeing what is new, and returning to the work that matters to you, similar to the SharePoint Discover experience on web.

The app brings your sites, files, news, and people together in a connected experience designed for how you work on a phone.

Alongside the refreshed design, we’ve updated sign-in, improved content loading and made navigation more dependable. These changes help make everyday tasks feel smoother, whether you’re checking a document before a meeting or catching up on the go.

SharePoint Discover, designed for your phone

Earlier this year, we introduced a new SharePoint experience for discovering knowledge, publishing content, and building solutions. Discover is its personalized front door to relevant content, updates, and work in progress.

The redesigned SharePoint mobile app extends that Discover experience to your phone.

The Overview tab brings relevant content, recent and favorite items, sites, coworker activity, and news together, giving you a view of what matters across your work.

When you want to go deeper, Resents and Favorites help you return to content, Sites lets you explore information through a team or project, People helps you find content shared by coworkers, and News brings organizational stories into a dedicated feed. Search provides a direct way to find information across SharePoint or within a particular hub or site. Your organization’s home site also remains accessible within the app. Refreshed navigation, focused layouts, and in-app file previews make it easier to move through your SharePoint content on a smaller screen and on the go.

Start with what matters to you

The Overview tab in Discover brings relevant content, recent and favorite items, sites, coworker updates, and news together. Catch up on activity or return to recent and favorite content, and see your work across SharePoint without navigating to another site first.

Pick up where you left off

Use Recents to find, preview, and share files, or add important items to Favorites. Sort or filter by file type to narrow the list.

Find your way through sites and people

With Sites, you can explore recent, favorite, and suggested sites, then move into their files, lists, and news. Your organization’s home site also remains accessible alongside your personalized Discover experience.

With People, you can find coworkers and view content they have shared with you, where your organization’s settings allow it.

Catch up on news, on your terms

SharePoint news helps organizations communicate important updates.

The mobile News experience brings stories into a scannable feed. Use the Unread filter to focus on stories you have not seen, or narrow the feed by source when you want updates from a particular part of your organization.

When you find a relevant story, you can open it, interact with it, share it, or add it to Favorites for later.

News sits alongside the files, sites, and people already connected to your work.

The SharePoint you are familiar with, now built for mobile work

The redesigned app carries forward the direction of the refreshed SharePoint experience: clearer navigation, less visual clutter, and more focus on your content.

It also recognizes that people use phones differently from desktop devices. That is why the redesigned experience emphasizes discovering, reading, finding, previewing, and sharing.

The standalone SharePoint mobile app also complements the SharePoint experience in Microsoft Teams. The mobile app emphasizes personalized discovery, while the Teams experience centers on the organization-curated home.

And this is just the beginning of updates for the SharePoint mobile app, starting with bringing Discover to you wherever you go.

Get started

The redesigned SharePoint mobile app will be available based on the confirmed rollout schedule and supported platforms for your organization.

Rollout: iOS 28th October. Android: End November
App store: App Store: Microsoft SharePoint App - App Store
Support: About SharePoint mobile app | Microsoft Support

Product drops

Here's what's new in SharePoint this month.

New advanced capabilities for Copilot in SharePoint: New capabilities powered by Copilot Credits include image generation and editing directly in document libraries and sites, AI-generated site analytics reports, and[CL19.1][RR19.2] metadata autofill that runs in near real time. Available with Copilot Credits for Copilot-licensed users; now generally available.

Copilot in OneDrive: Copilot in OneDrive has been rebuilt on the same foundation as Copilot in SharePoint, creating a more consistent experience for creating content, organizing information, and working with files wherever your content lives. Follows same licensing as Copilot in SharePoint.

SharePoint tools in WorkIQ (in Frontier): We’re bringing SharePoint’s content and action tools to Work IQ, making it possible for Copilot experiences to tap into SharePoint content intelligence and take action on SharePoint content.

Personal skills in SharePoint: Create your own personal skills in Copilot in SharePoint and use them anywhere you work. Personal skills travel with you across SharePoint sites and OneDrive—so a skill like document generation works everywhere without recreating it per site. You own your skills, saved as a markdown file in your OneDrive. Roadmap

Enterprise plugin in Copilot in SharePoint: Copilot in SharePoint now supports plugins from your enterprise store. A plugin can bundle skills, MCP servers, and other capabilities that extend what Copilot can do. Any plugin made available to your organization, whether installed tenant-wide by an admin or added by you, works directly in Copilot in SharePoint, all governed by your M365 admin. Roadmap

Microsoft 365 admin center: Optional Public CDN Support in Brand Center Setup: Updated Brand Center setup experience so that administrators can set up Brand Center without enabling Public CDN. Today, Public CDN is enabled as part of Brand Center setup, even when an organization only wants to use branding governance capabilities that do not require it. With this update, organizations can begin using Brand Center while deferring Public CDN until they need capabilities that depend on it, such as organizational fonts. Roadmap

Microsoft Teams: SharePoint app in Teams: When a user who has access to the SharePoint app in Teams clicks a SharePoint page or news link in Teams chat or channels, the link will open inside the SharePoint app in Teams (if available) instead of the mobile browser. Roadmap

SharePoint: New mobile experience on iOS and Android: The SharePoint mobile app for iOS and Android is redesigned around the personalized SharePoint Discover experience, bringing your most relevant files, sites, people, and news together in one place, with improved site browsing, in-app file previews, refreshed news and search, dark mode, and better performance. Roadmap

Anchored comments in the PDF viewer: Microsoft is adding anchored comments to the PDF viewer in OneDrive and SharePoint on the web. Users can attach a comment to a specific spot on a page, to selected text, and collaborate through replies and @mentions — bringing PDF review to parity with commenting in Office documents. This feature will be on by default and requires no admin action. Roadmap

SharePoint: HTML pages: Create HTML with Copilot in SharePoint or upload your own HTML from another source. Once stored in the pages library, you can render HTML as a page in SharePoint, make additional edits, and share with your audience. HTML gives you new ways to present your content beautifully alongside our existing ASPX pages. Roadmap

Stay tuned every month for the SharePoint Showcase, where we share updates, best practices, and real-world examples of how SharePoint helps teams move faster, work smarter, and stay in control as AI reshapes work.

SharePoint Publish: The next steps for Viva Amplify and centralized corporate communications

KripalKavi — Mon, 26 Oct 2026 19:50:12 GMT

By: Sarah Mathurin and Kripal Kavi

Corporate communicators need more than a place to publish updates. They need a connected workspace to create compelling content, plan campaigns, reach employees across channels, and measure impact.

That is the foundation of the new Publish experience in SharePoint. With Publish, communicators don’t have to remember another destination, they get a unified place to create, distribute, and measure communications without leaving the platform where their organizational news already lives.

Publish serves as the primary hub for communicators and content creators in SharePoint, bringing pages, news, Amplify content, campaigns, templates, analytics, and publishing workflows into a single modern interface, all powered by AI. Our goal is to help communicators deliver the right message to the right audience at the right time. Site campaigns are one way we’re bringing that vision into the everyday SharePoint publishing workflow.

Learn more about Publish Getting started with Publish in SharePoint | Microsoft Support

What's new: Site Campaigns

Today we’re introducing Site campaigns in SharePoint, a new capability that brings campaign management closer to where SharePoint news is created and published. Site campaigns are built directly into your SharePoint site. You can create a site campaign from the Publish experience in SharePoint or inside an existing or new SharePoint site by navigating to the ‘site settings’ menu.

Note: For more information on campaigns in SharePoint, click here: Manage campaigns in SharePoint | Microsoft Support

Once a site campaign is created, corporate communicators can:

Centralize news content: Create and group related SharePoint news posts into a campaign on your SharePoint site.
Distribute across channels: Publish to SharePoint, Outlook, Viva Engage, and Teams in one workflow.
Track campaign performance: View aggregated analytics across all channels in one place, providing the same visibility you’d expect from the Amplify app.
Build on SharePoint's foundation: Because site campaigns are native to SharePoint, communicators and organizations automatically benefit from SharePoint’s existing governance, permissions, co-authoring, and content management capabilities.

Site campaigns are available for all SharePoint and Amplify users.

Campaigns: Viva Amplify app vs. Amplify in SharePoint

To help your organization navigate this evolution, here is how the capabilities compare across both experiences. Both app campaigns and site campaigns are surfaced in SharePoint Publish for easy access. Amplify publications appear alongside news posts labeled as coming from an Amplify campaign and both campaign types appear together in the campaigns section.

Feature	Viva Amplify App Campaigns	Site Campaigns in SharePoint
Structure & Hosting	Built on dedicated campaign sites. Groups cross-channel publications together for centralized analytics tracking.	Lives within a SharePoint site, grouping related news posts for cross-channel publishing and aggregated analytics
Publishing	Enables publishing across SharePoint, Viva Engage (up to 5 communities), Teams and Outlook.	Enables publishing across SharePoint, Viva Engage (cross-post only), Outlook, Teams* *With Viva license
Customization per channel	Supports channel-specific content customization, allowing users to tailor content separately for Viva Engage, SharePoint, Outlook, or Teams.	Does not support channel-specific content customization across SharePoint, Viva Engage, Teams, and Outlook.
Approvals	Amplify app approvals work with Teams Approvals and let you publish automatically, on a schedule, or manually after approval	Site-level approvals can be applied across SharePoint news posts hosted in a site campaign, with Power Automate supporting customizable workflows.
Scheduling	Schedule any publication created on a campaign site to go live at a future date and time, without additional site setup	Schedule pages and news post to publish at a future date and time, once enabled at the site level.
Membership & Permissions	Campaign-level roles include Owners, Editors, and Approvers; there is no read-only role.	Managed broadly at the site level. Site owners/members inherit full site campaign access, while site visitors or readers can view published news.
Strategic Planning	Includes a Campaign Brief for defining goals, objectives, and key messages that remain visible while drafting.	No standalone Campaign Brief; site campaigns focus on multi-channel distribution and analytics.
Creation control	IT administrators can manage global creation permissions to control who can create campaigns in the organization.	Campaign creation follows SharePoint site permissions; site members and owners can create site campaigns.
Analytics	Supports cross-channel campaign analytics for Outlook, Teams, SharePoint and Engage.	Supports cross-channel campaign analytics for Outlook, Teams, SharePoint and Engage.

Note:

Amplify app campaigns and SharePoint site campaigns are not interchangeable. SharePoint news posts can only be associated with SharePoint site campaigns; Amplify app publications can only be associated with Amplify app campaigns.
Editing per channel is not available in Amplify from SharePoint & site campaigns.

What's coming soon: Cross-post to Viva Engage

SharePoint helps communicators create rich, engaging stories, announcements or news posts for their organizations. Viva Engage helps those stories travel through the communities and conversations where people connect every day. With cross-posting from SharePoint to Viva Engage, authors can bring these experiences together: one post, one conversation.

The new experience lets you distribute a SharePoint news post to a Viva Engage storyline or community. Readers can open the complete news post in full fidelity from Engage, while comments, replies, and reactions made in SharePoint or across Engage surfaces (mobile, web, Outlook, Teams) remain synchronized as one conversation. Learn more here: Cross-post SharePoint News to Viva Engage | Microsoft Support

Distributing to Engage: Viva Amplify app vs. Amplify in SharePoint

Feature	Viva Amplify App	Amplify in SharePoint
Destinations	Share to multiple (5) Engage destinations. Each Engage post has its own separate conversation.	Share to only one Engage destination. The SharePoint news post and the Engage post share one conversation.
Editing	Authors can edit the post directly in Engage.	Authors edit the SharePoint news post, and changes sync to Engage automatically. Posts can't be edited in Engage.
Media attachments	Shown at the end of the Engage thread.	Not shown at the end of the Engage thread. Readers can select 'view news post' to see all content, including media.
Analytics	Thread created is classified as 'Article' type	Thread created is classified as 'SharePoint News' type

What does it mean for Viva Amplify customers?

The Viva Amplify app will continue to be available, allowing organizations to maintain their existing workflows without interruption. There are no changes to our licensing model.

At the same time, we’re bringing Amplify capabilities directly into SharePoint Publish, making it easier for creators to access distribution and analytics within their existing SharePoint workflows. We’ve already integrated Amplify distribution and analytics features into native SharePoint experiences, and over time, we’ll continue bringing more Amplify capabilities into this unified experience.

This update is not a replacement for the Viva Amplify app. Rather, it gives customers more choice in how they access Amplify capabilities while establishing SharePoint as the direction for future corporate communications investments. We encourage customers to become familiar with and use Amplify in SharePoint whenever possible. Together with AI-powered experiences such as Copilot in SharePoint, this evolution gives corporate communicators a more integrated way to create and manage campaigns, streamline workflows, distribute content, and understand performance across Microsoft 365.

Appendix

Learn more

Publish rich and interactive content with HTML pages in SharePoint

Nicole Woon — Thu, 22 Oct 2026 16:56:43 GMT

We're excited to share that you can now create HTML pages in SharePoint. Describe what you want and let Copilot build it for you, or upload an HTML file you've already crafted. HTML pages live in the Site Pages library, right alongside your existing modern pages. That means you can edit, publish, and share them using the same familiar flow you already know.

The sky is the limit in terms of what you can build, from a project status page connected to live data; an onboarding page with the latest guidance for new hires and a timeline of key milestones; or a visual identity guide with recommended colors, voice, and imagery.

You might not see this feature yet. Some functionality is introduced gradually to organizations that have opted in to the Frontier public program in Microsoft 365.

See this video with Nicole Woon and Vesa Juvonen for the live demo of new features.

What's available

Here's a quick look at everything you can do with HTML pages today. To learn more, visit the support documentation for HTML pages.

Creating and uploading

- Create with Copilot in SharePoint. Type a prompt, attach files for extra context, and Copilot in SharePoint drafts a brand-aligned page in moments.
- Upload what you already have. Bring in a single HTML file or a whole HTML folder; supporting assets such as images and videos land in Site Assets automatically. If you already have existing HTML in your document library, you can easily move it to the Site Pages library via Move to or Edit in SharePoint from the document library.

There are new entry points to create or upload an HTML page, including:

- On any page of a site, “HTML page” as a new option in the +New menu in the command bar
- On the Publish landing page, “HTML page” as a new option from the +Create menu
- In the site pages library, “Upload HTML page” or “Upload HTML folder” as new options from the +Create or upload menu
- In a document library, “Edit in SharePoint”

Editing and publishing

- Make changes your way by editing text directly on the canvas or asking the Copilot in SharePoint chat pane for broader content and design updates. No HTML coding is required.
- HTML pages respect draft and publish states just like modern pages, making it easy for you to control when you’re ready to share content with your audience.
- Make your page engaging by incorporating rich media like images and videos, interactive elements like animations, and more so that your content pops.
- Go beyond static content. Pages can show live data upon refresh from SharePoint lists, Excel, and CSV. There is also built-in support for a select list of external libraries (Chart.js, Mermaid, React, Fluent UI, and Babylon).

Viewing

- With your site’s header, navigation, and footer surrounding page content, HTML pages feel like a natural part of your site.

Sharing and managing

- Share your HTML page directly with the people and groups that need to see it.
- Send your HTML page as an email with rich content so that you can easily communicate with your audience.
- See the impact of your content through page analytics.

What to expect and who can do what

HTML pages are enabled by default, so most of you can dive right in.

If the setting has been turned off for a site, a site owner must allow HTML files in the Site Pages library before authors can create or upload HTML pages. Go to the Site Pages library, select File types on the command bar, and turn on Allow HTML files.

Who can do what

You only need a Microsoft 365 Copilot license for the Copilot-powered experiences. Everything else works with the SharePoint permissions you already have.

Task	Required access	M365 Copilot license required
Open the HTML page creation screen from + New on a site or + Create on the Publish landing page	Permission to create or edit pages	Yes
Create or edit a page with the Copilot in SharePoint chat pane	Permission to create or edit pages	Yes
Upload or move HTML content to the Site Pages library	Permission to add or move files	No
Edit page content directly	Permission to edit the page	No
Publish or share a page	Permission to publish or share the page	No
View a published page	Permission to view the page	No

HTML page FAQs

How do you keep HTML pages secure?

SharePoint renders HTML in a sandboxed iFrame that isolates the page from the surrounding SharePoint header, footer, and navigation. Content Security Policy (CSP) rules provide extra isolation. SharePoint blocks arbitrary fetch requests and outbound API calls from HTML pages, and does not support CDN-hosted scripts or cross-tenant communication.

A select list of external libraries (Chart.js, Mermaid, React, Fluent UI, and Babylon) is supported and hosted on a Microsoft-managed CDN. JavaScript is supported when the code is contained in the same HTML file; it does not support JavaScript loaded from a CDN or an open-source library location. The sandbox cannot access the browser localStorage.

Why can't I open a link on my HTML page?

If a link doesn't open on your page, it might not be content from an approved domain. This behavior is by design based on how SharePoint renders HTML pages.

A site admin must add the domain to the site's allow list:

Go to Settings, select Site information, and then select View all site settings.
Select HTML Field Security.
Add the relevant domain to the allow list.
Save your changes and refresh the page.
Once the domain is allowed, the link should open correctly.

Does SharePoint apply site branding to an HTML page?

Pages created with Copilot use the site's branding. SharePoint doesn't automatically apply site branding to uploaded HTML, but you can ask Copilot in SharePoint to update the page to match the site.

Can HTML pages be turned off for the whole tenant?

No, not at the tenant level. Site owners can disable HTML in the Site Pages library for an individual site.

We can't wait to see what you build

HTML pages open up a whole new world of creativity in SharePoint, and we're thrilled to put them in your hands. Whether you're sharing a project update, celebrating your team, or communicating organization-wide information, we'd love to hear how it goes. Share your feedback through the “Submit feedback to Microsoft” button, with the thumbs up and thumbs down buttons in the Copilot in SharePoint pane, or through existing SharePoint support channels.

Introducing a team knowledge base, curated by Copilot and agents

KripalKavi — Thu, 15 Oct 2026 14:45:10 GMT

Collaboration is changing as teams of humans and agents now work together to get more done. That’s why we’ve evolved Copilot to empower these human-agent teams: just last month, we announced copilot in Teams, Autopilot as your digital teammate, and new tools in Copilot for managing a team’s content workflows.

Today, we are taking the next step in human-agent team collaboration, designed to help address the problem of fragmented and outdated information and enable agent teammates to have the required team context they need to perform tasks and answer questions. In Frontier Preview, Copilot and agents in the newly announced Copilot app, Teams, and SharePoint will be able to create, contribute to, curate, and reference a team’s knowledge base in SharePoint.

If the player doesn’t load, open the video in a new window: Open video

Knowledge bases can support a range of team needs by bringing together the context people and agents need to do their best work. Here are some examples of how we are working with frontier teams to leverage a knowledge base:

Legal: Collecting isolated knowledge from emails, files, and personal notes to help agents reference relevant context when creating agreements and contracts.
Engineering: Combining technical specifications, user feedback, market research, and product history to give coding agents project context and support the onboarding of new engineers.
Sales: Organizing account knowledge and history so sales agents can recommend relevant next steps or quickly provide account snapshots.

Team members can explicitly contribute content— whether email, messages, meetings or content that is already on the SharePoint sites they work with. Copilot will organize all this information into an up-to-date knowledge base for the team, readable to people and grounding any agents that are working with the team.

Turning raw content into synthesized knowledge

At its core, the knowledge base is a specialized library of interlinked agent-friendly markdown files, created by Copilot using Work IQ’s native knowledge compilation engine. This content processing platform can help transform a team’s content into agent-ready knowledge to improve agent performance and results. In our early internal testing, we see that an agent’s responses were up to 4x faster and 30% more token-efficient with the knowledge base when retrieving content to answer questions and performing team tasks¹.

Figure 1: The knowledge base pipeline

We believe this is the first step in transforming how human-agent teams work together by leveraging Work IQ’s knowledge compilation engine. As the science advances, the engine improves. By combining advances in content processing with the latest corpus enrichment innovations from our Applied Science research teams, we are continually improving how enterprise content is transformed into usable knowledge. The evidence is promising so far. For example, in a recent paper, we evaluated agents on the task of answering complex questions that require connecting information across multiple documents. We observed significant improvements in both cost efficiency and quality when compared with traditional agents that worked with the original documents or other enrichment methods.

Figure 2: Retrieval quality and cost improvement when using the knowledge base corpus map. 
Note: Results are from a synthetic test environment and published in a public research paper.

With millions of sites created by customers every day, SharePoint plays a critical role as the home for the content and knowledge of a team, whether as a vibrant site of pages, files, and lists or the backing content store for a Teams Channel or Modern Group. When enhanced with a knowledge base, the SharePoint site evolves from a content source to the context layer for a team that people, Copilot, and agents can use and reference together.

What’s available now

This is rolling out now to our Frontier preview tenants. You can start by adding a knowledge base to any SharePoint site— including those backing Teams Channels and Microsoft 365 Groups. You can further use Copilot in SharePoint and the newly announced Autopilot in the Copilot app to create, curate and use your knowledge base. And with the power of Autopilot, you can also use the knowledge base directly from within Teams, from email (by emailing your autopilot).

If the player doesn’t load, open the video in a new window: Open video

Note: While the knowledge base and its tools are available in Frontier public, the integration with Autopilot requires access to Autopilot, which is rolling out on a separate cadence.

Knowledge base is currently available only to users enabled for usage-based billing. Administrators can manage access and spending through the Microsoft 365 admin center. Learn more about managing AI experiences enabled by usage-based billing and how to create the right policies for your organization. Because knowledge base capabilities are currently in preview, billing terms may change before general availability.

What’s coming soon

Next on our roadmap:

Knowledge bases in more places you work, including tools in Cowork and Copilot in Teams, and custom agents created in Microsoft Copilot Studio.
Deeper integration with M365 groups – to allow for easier bootstrapping knowledge bases from existing sources (channels, email).
Automated, ongoing curation with the help of Microsoft Copilot Studio’s agent flows to help keep your knowledge bases up to date as your organization’s content changes.
Greater content scaling, building on our corpus map approach to support larger volumes of content with higher quality at a lower cost.
Integration with CLIs and coding agents via Work IQ to allow a broader range of agents to contribute to and work with a knowledge base.

If the player doesn’t load, open the video in a new window: Open video

What’s new in Copilot in SharePoint: October 2026

julieseto — Thu, 01 Oct 2026 17:44:11 GMT

Your monthly roundup of what's new in Copilot in SharePoint.

Copilot in SharePoint general availability rollout started on September 30 — read the announcement blog for the full story.

But general availability isn't the finish line, and this month's release makes that clear. October is about what happens after Copilot creates something — reviewing it, restructuring it, publishing it, and getting it to the people who need to act on it. You'll find new ways to reshape documents and images, review and publish generated HTML, and send the result on without ever leaving the site. Round it out with plugins that reach your other business systems, workflows you can describe in a sentence, and analytics you can simply ask for, and the pattern this month is a simple one: fewer trips out of SharePoint to finish the job.

Most of these capabilities are included with your Microsoft 365 Copilot license. Image generation and editing, advanced autofill, and site analytics use Copilot Credits, which have started rolling out as part of general availability.

Create and refine content

Split, merge, and reorder PDFs without leaving SharePoint

What’s new: Copilot in SharePoint can now work with PDFs at the page and section level, letting you extract sections, insert attachments, reorder pages, and split a document into separate files.

Why it matters: You can reorganize large documents for different reviewers and audiences without leaving SharePoint.

If the player doesn’t load, open the video in a new window: Open video

Sample use cases:

Pull the pricing section out of an RFP response packet for a reviewer.
Insert a late attachment at a specific point or reorder a packet to match a required structure.
Split one document into separate copies for different audiences.

Try this prompt: “Pull the pricing section out of the response packet into its own PDF.”

Availability: Included with a Microsoft 365 Copilot license.

Review and restore earlier file versions

What's new: Ask Copilot to read version history, explain what changed, and restore an earlier version when you need to undo an unwanted edit.

Why it matters: You can investigate and recover from changes through conversation instead of manually opening and comparing multiple versions.

Sample use case: A content owner reviews what changed after an accidental edit and restores the last approved version.

Try these prompts:

Compare the latest version of this file with the previous version, summarize the changes, and restore the earlier version if I approve.

Show me the version history for this item and summarize what changed in each version.

Restore this document to version 2.0.

Availability: Included with a Microsoft 365 Copilot license.

Create and edit images right in your libraries

What’s new: Generate new images or edit existing ones with Copilot in SharePoint, with results shown as a preview in the Copilot pane.

Why it matters: You can work with document scans and photos from the field where your content already lives, and pair image editing with a custom skill that defines company-specific terms such as “PII.”

Sample use case: Use a custom skill that defines your company’s PII criteria to request redaction from a field photo, preview the result, and save it as a separate copy.

Try this prompt: “Redact all PII from this image and save the result as a new copy.”

Availability: Available with a Copilot License and Copilot Credits, which are rolling out this month.

Organize and structure files

Autofill metadata in near real-time

What’s new: Autofill turns a library of documents into structured, filterable data — you describe the column you want, and Copilot reads each file and fills it in. The existing autofill experience from the Copilot in SharePoint preview remains available with a Copilot license, but we’re also adding a new capability called Advanced Autofill. With advanced autofill, sites with Copilot Credits enabled get that work done on a faster processing queue, with most files completing in a few minutes (up to about an hour when services are especially busy).

Why it matters: Advanced Autofill simply gets you to a structured, organized library sooner, which is great for high priority documents.

Sample use cases:

Formalize customer feedback into a work item — Point Copilot at the library where your team drops customer calls, survey exports and escalation notes, and add columns for product area, sentiment, requested change and severity. Every new file gets classified as it lands, so raw feedback arrives ready to triage into a work item instead of waiting to be read.

Track exceptions in a list — For contracts, POs or policy documents, add columns for non-standard terms, approval status and owner. Advanced Autofill flags the exceptions across the whole library quickly, so your team reviews the handful that deviate rather than opening every file.

Turn requests for help into an issue list — When support requests, intake forms or IT tickets are stored as documents, autofill columns for request type, affected team, urgency and next action. The library becomes a working issue list you can sort, filter and assign — no manual tagging.

Try this prompt: "Create autofill columns for this library that capture the request type, the team affected, urgency, and the recommended next action for each document."

Learn more: https://learn.microsoft.com/en-us/sharepoint/copilot-in-sharepoint-create-autofill-columns#advanced-autofill

Availability: Available with a Copilot License and Copilot Credits, which are rolling out this month.

Work with HTML in SharePoint

Review & update generated HTML with comments

What’s new: Review AI-generated HTML the same way you review a Word document. Leave a comment on what you want changed, and Copilot handles the underlying HTML, CSS, and layout edits.

Why it matters: Feedback stays anchored to the exact content. Reviewers can focus on the desired outcome while Copilot preserves everything that wasn’t mentioned.

Sample use case: A project lead comments on a generated status dashboard to simplify a chart, rename a section, and clarify an alert—without writing a technical editing prompt.

If the player doesn’t load, open the video in a new window: Open video

Try this prompt after leaving comments on an HTML page: “Fix the issues in the comments and show me the updated version.”

Watch the demo: https://www.youtube.com/watch?v=f6o8iz9b4WY

Availability: Included with a Microsoft 365 Copilot license.

Display HTML as a SharePoint page

What’s new: Create HTML with Copilot in SharePoint or upload HTML from another source, then store it in the pages library to render it as a SharePoint page, make additional edits, and share it with your audience.

Why it matters: HTML gives you another way to present your content alongside existing ASPX pages.

Sample use case: Create a project newsletter that brings together the project summary, team members, and decisions and action items from the latest team meeting.

If the player doesn’t load, open the video in a new window: Open video

Try this prompt: “Create an HTML newsletter about Project Alpha. Include a summary of the project, team members involved, and the decisions and action items from our most recent weekly team meeting.”

Availability: Included with a Microsoft 365 Copilot license.

Share your content

Send an email from Copilot

What's new: Copilot in SharePoint can now send email for you. Ask it to create something — an HTML report, a summary, a planning update — and tell it who should receive it, and Copilot will generate the content, resolve the recipients you named (including references like "my manager" or "my reports"), and send the report as the body of the email rather than as an attachment. One prompt takes you from request to delivered.

Why it matters: The work isn't done when the report is finished — it's done when the right people have read it. And because the report lands in the email body, recipients read it the moment they open the message — no download, no attachment, no "which version is this?" — and because Copilot resolves people from how you actually refer to them, you don't have to stop and look up who's on the distribution. You stay in control of what goes out: Copilot shows you the message before it sends.

Sample use cases:

Share a monthly plan with your leadership chain — Generate a team planning report from your site content and send it straight to your manager, with your reports on CC, so everyone sees the same plan at the same time.

Send a status update without leaving the site — Summarize what changed in a library or list this week and email it to your stakeholders, no copy-paste into Outlook.

Distribute a readout to the people who need it — Turn a set of documents into a formatted summary and send it to the project team, with the content in the email body so it's readable on any device.

Try this prompt: "Create an HTML report of my team's planning for next month and send it to my manager, CC my reports."

Availability: Included with a Microsoft 365 Copilot license.

Connect content and business systems

Bring your other systems into Copilot in SharePoint

What’s new: Plugins let Copilot in SharePoint work with systems such as GitHub, CRM systems, publishing platforms, and internal tools, supporting both read and write scenarios with human approval on bulk actions.

Why it matters: Install a plugin once through Microsoft 365 and use it in the SharePoint sites where your team’s documents already live, while IT retains control over governance and who can access each plugin.

If the player doesn’t load, open the video in a new window: Open video

Sample use case: Cross-check a pipeline review in SharePoint against Dynamics 365 to identify deals with changed close dates and create follow-up tasks.

Try this prompt: “Cross-check the accounts in this site’s Q3 pipeline review against Dynamics 365, flag any deals where the close date has slipped, and log a follow-up task on each one.”

Availability: Included with a Microsoft 365 Copilot license.

Automate simple workflows

Automate files and lists with rich formatting in Teams

What’s New: Copilot can help you build a quick workflow to collaborate in chats or channels when key file changes and metadata updates occur. Don’t worry about triggers, actions, or setting up your own Power Automate flow, let workflows use the context of SharePoint and help build automatic notifications. Now with adaptive card support when you post a message in a chat or channel, simply tell Copilot what metadata fields to include and how you want the formatting to look. Want to send an email instead? Just ask Copilot and switch your workflow action with a simple prompt.

Go beyond simple text updates and let Copilot and SharePoint build you a beautiful, information rich adaptive card with helpful buttons and links back to SharePoint.

Why it matters: Collaboration happens in Teams or email. Let the content live in document libraries or lists and post key updates when new files are added, metadata meets a specified criteria, or recurring reminders to update files assigned to me in SharePoint.

Sample use cases:

Send high value invoices for leadership review — when you receive an invoice over $500k, post an exception notice in your chat with leadership, gather input and review critical details before processing a payment.

Route contract updates to the deal room — when a file in the Contracts library is updated, post a card to the deal channel with the version, the owner, and a link back to SharePoint so the team reviews the current copy.

Review RFP’s — post a message in the bid channel whenever a new RFP document lands, and notify the assigned reviewer privately so the response window never opens late.

Try this prompt: When a new file is added, post a nice looking summary card in my Teams channel with key file details and a button to open the file.

Availability: Included with a Microsoft 365 Copilot license. Requires access to Power Automate.

Understand content performance

Ask how your site and content are performing

What’s new: Site owners can ask about site, page, news, and document performance in plain language, assemble the numbers in one place, and turn the results into a custom HTML report to share.

Why it matters: Instead of gathering insights from separate places or working around fixed reporting windows, you can tailor the metrics to the view you need.

Sample use case: Create a report covering pages, news, and documents to see which content is most popular on your site this week.

If the player doesn’t load, open the video in a new window: Open video

Try these prompts:

“Which pages on this site get the most views and unique visitors?”

“How is my site performing this month?”

“Which documents on this site are being viewed the most?”

“Summarize the average time spent on my top pages and tell me what stands out.”

“How did my last news post perform compared to the previous one?”

“Build me a custom analytics report for this site covering pages, news and documents, and highlight what's popular this week”

Availability: Available with a Copilot License and Copilot Credits, which are rolling out this month.

A chat experience that’s always improving

This month we added suggestion chips: after Copilot responds, you'll see contextual follow-ups right under the answer. They help you refine the result, dig deeper, or take the next action — so you never have to stare at an empty prompt box wondering what to ask next. We’re also added a quick access option for skills, similar to the way you access files, people, and meetings, so you can discover and add the right skill when you need it. Together they make Copilot in SharePoint easier to start with, and easier to keep going with.

Try it today

Explore ready-to-use prompts and step-by-step guidance in the https://adoption.microsoft.com/copilot-in-sharepoint/ and the https://adoption.microsoft.com/files/sharepoint/GettingStartedGuidePromptLibrary.pdf.

Stay up to date through the https://aka.ms/CopilotinSP/WhatsNew, and see more demos on https://www.youtube.com/@ZRosenfield.

See you next month for more updates!

SharePoint AI innovations hit GA, powering new Copilot app and agents

Jeff_Teper — Fri, 25 Sep 2026 16:15:53 GMT

Today we announced the new Copilot app, bringing together how people assist, delegate, build, and automate work in one experience powered by Work IQ.

Because Work IQ grounds these experiences in your work and organizational context, the quality and structure of knowledge behind them matters more than ever. The better that content gets, the better Copilot gets: in Microsoft evaluations, responses in the Copilot app improved by an average of 17 percentage points when the underlying content had been enriched and structured by Copilot.

That’s why over the past year we’ve invested in Copilot’s content experiences and tools – both in the Copilot app and inside the content repository itself with the Copilot in SharePoint preview. In just the past month, millions of users have tried this preview, applying it to real-world challenges to translate complex content into tangible business value and accelerate their organization’s AI transformation.

See Copilot in SharePoint in action, from asking questions of your content to building reusable skills your teams can share.

And now, we’re taking that further by building these AI-native SharePoint tools and enriched data into the Copilot app and in the Work IQ APIs, going beyond traditional Graph API retrieval to help Copilot better understand and act on organizational content.

Preview customers are already seeing the impact. At MAIRE Tecnimont, engineers transformed technical documents into structured results in minutes instead of hours. Tourism and Events Queensland is transforming contract lifecycle management, standardizing contract creation and improving visibility into contract information and approval status. And Microsoft's own legal team reduced contract review from a 72-hour outside counsel SLA to 10 minutes.

These outcomes reveal a foundational step on the path to becoming a Frontier Firm: structure organizational content so AI can understand it, act on it, and continuously optimize business processes. Copilot in SharePoint can do much of that work automatically, with deeper enrichment just a few prompts away.

Today we're excited to announce three things:

The tools that power Copilot in SharePoint are being built into the Copilot app, Copilot Studio, and Work IQ tools, supporting integrated content intelligence and business processes across Microsoft 365.
Copilot in SharePoint has reached general availability, rolling out to worldwide tenants starting September 30.
Copilot in SharePoint now aligns with Microsoft’s new hybrid billing model, keeping everyday AI capabilities within the Microsoft 365 Copilot license while using standardized Copilot Credits for large-scale and advanced AI tasks.

The community is also showing what is possible. Explore these demos and tutorials from SharePoint MVPs and Microsoft experts:

Laura Rogers	I Built a Live SharePoint Dashboard in One Prompt
Daniel Anderson	This Copilot in SharePoint Update Changes Everything
Toshit Bhardwaj	SharePoint's New Copilot Features Are Game Changing (2026)
Joao Ferreira	Turn reports into native SharePoint pages
Mike Tholfsen	How to Use Copilot in SharePoint \| New Features, Tips & Tricks (2026)
Zach Rosenfield	Building Workflows with Copilot in SharePoint
Vlad Catrinescu	SharePoint Skills Explained: Build Your First Skill with Copilot (Webinar)

Powering faster business outcomes and better Copilot experiences

Our preview and Microsoft evaluations show the impact of richer, more structured organizational content across two areas: faster business processes and improved Copilot outcomes.

Faster business processes: Across 10 co-build scenarios with customers, Copilot in SharePoint saved an average of 67.7 hours compared with the previous processes, a 95.7% reduction in time spent on document workflows.
Improved Copilot outcomes: Robust evals across six industries (graph below) show Copilot’s accuracy improved an average of 17 percentage points when working with content enriched and structured by Copilot in SharePoint.

The examples below highlight four of the evaluated scenarios and show how richer, more structured content improved Copilot retrieval across legal, sales, finance, and manufacturing use cases.

Legal (+22 points). Copilot in SharePoint identified qualifying NDAs with greater precision, increasing accuracy from 67% to 89% and supporting a more complete, auditable inventory.

Sales (+19 points). Copilot in SharePoint surfaced relevant reseller agreements in seconds, increasing accuracy from 75% to 94% and expanding the pool of potential sales opportunities.

Finance (+15 points). Copilot in SharePoint applied industry-specific rounding rules to increase accuracy from 77% to 92% and resolve discrepancies.

Manufacturing (+15 points). Copilot in SharePoint verified certificates correctly and applied versioning guidelines, increasing accuracy from 80% to 95% and giving reviewers stronger evidence for compliance audits.

Driving real-world impact for organizations

Organizations putting Copilot in SharePoint to work

Organizations are using Copilot in SharePoint to understand and enrich content—and increasingly to build agentic solutions.

Accenture is building a solution on Copilot in SharePoint to make its customer evidence — case studies, references, and win stories spread across teams — easier for employees to find and reuse. Lucy Bone, Global IT Storytelling Enablement Technologies Lead at Accenture, explained:

MAIRE Tecnimont is using Copilot in SharePoint to help engineers work more efficiently with complex technical documentation. By applying specialized AI skills to analyze engineering drawings and specifications, teams can transform unstructured content into structured insights in minutes rather than hours:

Tourism and Events Queensland (TEQ) is using Copilot in SharePoint to standardize contract creation and turn contract data into a connected, automated source of information for reporting, approvals, and downstream processes:

Microsoft as Customer Zero

We’re putting these capabilities to work inside Microsoft, too. Microsoft teams are using Copilot in SharePoint to transform complex, expert-driven processes.

Microsoft’s legal team is using Copilot in SharePoint as an initial step in its contract-review workflow, reducing a process previously managed under a 72-hour outside counsel SLA to approximately 10 minutes for automated analysis, followed by no more than one hour for validation and audit by qualified legal professionals. Outputs remain subject to applicable confidentiality, privilege, and data-handling controls.

Microsoft Investor Relations is using Copilot in SharePoint to accelerate quarterly earnings preparation, assembling citation-backed data packs in approximately 12 hours instead of 12 weeks while preserving the source-citation audit trail required for review.

If you'd like to explore how Copilot in SharePoint can help solve a real business challenge in your organization, apply for the Co-build program and work directly with Microsoft to bring a solution from concept to production.

Try Copilot in SharePoint in your own content today, or take it for a test drive in the guided simulation below:

If the launch video doesn’t load, open the video in a new window: Open video

Scaling AI with Microsoft Copilot’s hybrid business model

As organizations expand from personal productivity to AI-powered business processes, they need a way to start broadly, scale confidently, and pay for advanced capabilities only when they're used. That's why Copilot in SharePoint now aligns with Microsoft's hybrid business model for AI experiences.

Included with your Microsoft 365 Copilot license: The everyday work capabilities customers have been using throughout preview remain included. Users can continue asking questions grounded in your content, creating and organizing content, building reusable skills your teams can share, and enriching content with AI-generated metadata that fills in over time. Deterministic workflows are included with your license as well — automations that trigger on a column change or a schedule follow the rules you set, running on SharePoint's workflow engine.
Powered by Copilot Credits: When you scale out your work with Copilot in SharePoint to operate across large content collections and complete multi-step tasks on your behalf, you’ll need to use Copilot Credits. New advanced capabilities to Copilot in SharePoint also require Copilot Credits, such as image generation and editing directly in document libraries and sites, AI-generated site analytics reports, and metadata autofill that runs in near real-time.

Users with usage-based billing enabled are prompted to confirm if they would like to use Copilot Credits when running advanced AI-powered tasks. Final user experience may differ.

Turn on usage-based billing to unlock scale. Usage-based billing activates Copilot Credits. With it enabled, users can choose to spend credits on the advanced capabilities and large-scale agentic work described above. Admins control who can access these experiences through spending policies in the Microsoft 365 admin center. Admins new to Copilot Credits will need to create a cost management policy in the Microsoft 365 admin center, whereas existing cost management policies may automatically include newly available services. Users are prompted to confirm before Copilot Credits are consumed in Copilot in SharePoint.

Learn more about Copilot Credits, usage-based billing, and Microsoft’s approach to pricing Copilot as AI gets more capable.

What’s next for AI across SharePoint and Copilot

More AI capabilities across SharePoint and OneDrive

We’re bringing new AI-powered experiences directly to the places where people create, organize, find, and work with content:

Copilot in OneDrive becomes generally available September 30. Copilot in OneDrive has been rebuilt on the same foundation as Copilot in SharePoint, creating a more consistent experience for creating content, organizing information, and working with files wherever your content lives. Follows same licensing as Copilot in SharePoint.
Copilot Search is coming to SharePoint and OneDrive. Copilot Search is becoming the default search experience for Copilot-licensed users across SharePoint and OneDrive. It combines natural language understanding, semantic retrieval, and AI-generated answers so people can ask questions naturally and receive grounded answers drawn from supported content they are authorized to access. AI-generated content may be inaccurate. Rolling out to Frontier Public.
New advanced capabilities for Copilot in SharePoint. New capabilities powered by Copilot Credits include image generation and editing directly in document libraries and sites, AI-generated site analytics reports, and metadata autofill that runs in near real time. Available with Copilot Credits for Copilot-licensed users; generally available September 30.

Want to keep up with the latest capabilities? Check out the What’s New in Copilot in SharePoint blog.

Enhancing the Copilot app and Work IQ tools

SharePoint’s content intelligence and business process capabilities are becoming part of the broader Copilot platform, helping Copilot work with richer organizational knowledge and take action across content.

Bringing SharePoint tools into Work IQ. We’re bringing SharePoint’s content and action tools to Work IQ, making it possible for Copilot experiences to tap into SharePoint content intelligence and take action on SharePoint content. We’ll share more details about developer availability in October.
New SharePoint capabilities coming to Copilot. SharePoint capabilities are becoming more deeply integrated across the Copilot platform, including experiences in the Copilot app and Copilot Studio. These improvements - across content understanding, lists & library management, metadata operations, and more - are rolling out over the coming months across Chat, Cowork, Code, Autopilots, and Copilot Studio. You don’t need to change your habits to make use of them – these experiences will just get better at understanding SharePoint and OneDrive content and processes.
UX components are coming to Copilot: Visual UX components, built on SharePoint Framework, can now render directly within Copilot chat so people can view information, interact with controls, and take action without leaving the conversation. Now in public preview.

A stronger foundation for AI across your organization

Together, these innovations transform content into an active knowledge foundation for AI, helping people, Copilot, and agents create content, automate processes, and take action across business systems.

The result is better outcomes, lower costs, and AI-powered business processes that can scale across the enterprise.

We’re grateful to the customers and community members whose feedback helped us improve Copilot in SharePoint.

Related resources:

SharePoint AI page authoring: Select, describe, and refine

Sara_Cummings — Thu, 10 Sep 2026 11:32:05 GMT

Creating and refining SharePoint pages is becoming more intuitive. Instead of describing where content lives on the page, authors can now simply select a section or web part and tell Copilot what they want to change.

Watch the demo

Featured speakers

Sara Cummings, Product Manager for AI authoring, Microsoft
Vesa Juvonen, Principal Product Manager, Microsoft

From describing a location to selecting it

Previously, authors described both the content they wanted to change and where it was located on the page. With on-canvas selection, location becomes part of the context automatically. Simply select a web part or section and describe the outcome you want. The selected item appears in the Copilot experience, giving the request clear context.

What you can do

Make focused edits. Select an image or another page element and ask Copilot to move or update it.
Restructure a section. Select the section and ask for a different column layout; Copilot can work across the components inside it.
Apply broader updates. Ask Copilot to update repeated content across a page, for example, changing a product or brand name in text and supported web-part content.
Review the result. Updated areas are visually indicated on the canvas so you can inspect the changes before publishing.

The page remains built from native SharePoint elements, so you can continue editing it with the familiar page-authoring tools at any time.

Focus on what you want, not how to do it

You do not need to learn a special command syntax. Describe the outcome as you would to a colleague. Copilot uses the selected page context and your request together, which makes short instructions such as “move this to the middle column” or “make this a two-column section” practical.

Suggested prompts can help you get started, and follow-up suggestions can help you continue refining the page. As with any AI-assisted change, review the full page, verify links and facts, check accessibility, and preview the result before publishing.

Imagine updating a campaign page for a product launch. Select a section containing promotional content and ask Copilot to update the messaging for the latest release. The selected context helps Copilot understand exactly where the change should be applied.

Designed for new and experienced authors

For new authors, Copilot reduces the need to know every SharePoint web part or configuration option before getting started. For experienced authors, it can accelerate repetitive edits and larger page-wide changes. In both cases, the author stays in control of the final review and publishing decision.

Availability

The feature is rolling out gradually across Microsoft 365. Availability may vary by tenant and release ring. Organizations must have Copilot in SharePoint enabled, and authors need permission to edit pages. For current guidance and the broader set of AI-assisted authoring capabilities, see Authoring with Copilot in SharePoint: An overview.

What we are exploring next

The team is exploring reusable skills for edit mode: natural-language shortcuts that package a repeatable sequence of page-authoring actions. A skill could eventually help an organization apply a consistent page structure or turn source content into a page using a reusable set of instructions. This is forward-looking work, not a commitment to a specific release date or final experience.

Try it and share your feedback

When the experience reaches your tenant, open a page in edit mode, launch Copilot, select a web part or section, and describe the outcome you want. Start with a focused change, review what Copilot updates, and then build from there.

We're continuing to make SharePoint page creation faster, simpler, and more approachable for everyone. As this experience reaches your tenant, we'd love to hear your feedback and learn which page-authoring scenarios matter most to you.

Learn more: Authoring with Copilot in SharePoint: An overview

Introducing SharePoint News and Viva Engage cross-posting

ReetikChandra — Thu, 03 Sep 2026 10:15:45 GMT

SharePoint helps communicators create rich, engaging stories, announcements or news posts for their organizations. Viva Engage helps those stories travel through the communities and conversations where people connect every day. With SharePoint News and Viva Engage cross-posting, authors can now bring these experiences together.

See this video with Reetik Chandra and Vesa Juvonen for the live demo of new features.

Meet people where they already connect

A great news post should not stop at the boundary of a single site. Cross-posting extends the reach of SharePoint news into Viva Engage feeds, digests, and connected experiences. Readers get the same experience whether they use Engage on the web or mobile app, including iOS, or the Engage apps in Microsoft Teams and Outlook. Authors can reach these audiences without recreating content or managing separate discussions.

A SharePoint news post in the Viva Engage feed.

Full-fidelity news, directly in Engage

The Engage feed card gives readers a clear entry point to the complete SharePoint story. Wherever people discover the cross-post in Engage, selecting View news post opens the complete SharePoint page in full fidelity. It is not a screenshot or a simplified copy: sections, images, buttons, links, custom SPFx webparts and other page elements remain available as part of the original news post.

Readers can open the complete SharePoint news post from the Engage feed.

Links in both experiences make it easy to move between the original SharePoint news post and the Engage conversation. The result is one story that remains visually consistent wherever readers encounter it.

One news post - One conversation

Cross-posting creates a single synchronized conversation. Comments, replies, and reactions made from SharePoint or Engage appear in the same thread. Readers can participate from the experience that works best for them while authors keep one connected discussion attached to the news.

Comments and reactions remain connected across SharePoint and Viva Engage.

Because the comment thread is shared, communicators do not need to monitor or reconcile separate conversations. Readers see the same discussion, including nested replies and reactions, from either product.

Cross-post in just a few steps

The experience is built into the SharePoint publishing flow and is also available for news posts that have already been published:

Publish your SharePoint news post. The distribution panel appears automatically after publishing.
Select the Engage card. For a news post that is already published, start from the Amplify or Promote button in the command bar, and then choose Engage.
Confirm the Post as identity, choose a storyline or an Engage community where you can publish, and select Amplify.

The Engage composer retains the publishing options authors already use in Engage. Authors can add people, send the post as an announcement when they have the required role, and, if they are configured as a delegate, publish on behalf of the person they support.

Choose who is posting and where the news should appear in Engage.

This feature is available to everyone with a Microsoft 365 license, including users who do not have a Viva C&C license. Those users see Promote instead of Amplify in the SharePoint command bar; the remaining cross-posting steps are the same.

Understand performance across channels

Authors can use analytics in SharePoint and Engage together to understand how their news is performing across distribution channels. SharePoint page analytics can show performance from SharePoint and Engage, while Engage analytics provides a channel-level view of reach, reactions, and comments.

Available analytics can vary by license, and SharePoint news is identified as a distinct post type in Engage conversation rollups.

SharePoint analytics help authors understand performance across distribution channels.

Bring your news and conversations together

SharePoint News and Viva Engage cross-posting combines the rich authoring experience of SharePoint with the reach and participation of Engage. Authors can publish once, bring the story to a wider audience, and keep every comment and reaction connected to the original news post.

Try cross-posting your next SharePoint news post to a Viva Engage storyline or community, connect people with important news and create more unified conversations across your organization!

What's New in Copilot in SharePoint: September 2026

julieseto — Wed, 02 Sep 2026 23:26:40 GMT

Your monthly roundup of what's new in Copilot in SharePoint.

Copilot in SharePoint helps you do more with your content — ask questions, run workflows, and create sites, pages, interactive reports, and Office files using natural language. This month, reusable skills can follow you across SharePoint and OneDrive, Copilot can measure and improve those skills with evaluations, and new guidance helps AI agents build live, SharePoint-safe experiences. Here's everything that's new.

Build better skills and use them anywhere

Personal skills that follow you

What's new: Create a personal skill once and use it across all your SharePoint sites

Why it matters: Your preferred formats, standards, and repeatable ways of working can travel with you instead of being tied to one site.

Sample use cases:

Save your executive-update structure as a personal skill, then use it with project content wherever it lives.
An executive can ask Copilot to create a personal document briefing skill that turns lengthy SharePoint documents into concise summaries. The skill highlights proposals, expected value, decisions needed, key risks, open questions, and next steps

Try these prompts:

“Create a personal skill for concise weekly leadership updates with progress, decisions, risks, and next steps.”
“Create a personal skill that turns long SharePoint documents into concise executive briefings highlighting business value, decisions, risks, and next steps, with source citations.”

If the player doesn’t load, open the video in a new window: Open video

Watch a demo: https://www.youtube.com/watch?v=yc7foD5cHfs&t=30s

Improve skills with measured evaluations

What's new: Ask Copilot to improve a skill with tests, evaluations, and measured changes instead of manually rewriting instructions and hoping for a better result.

Why it matters: You can see whether a change actually improves quality before you share the skill more broadly.

Sample use case: A Legal Operations team asks Copilot to improve its Marketing Legal review skill. Copilot suggests tests, evaluation criteria, and targeted updates to align external content with legal guidance and identify risks.

Try this prompt: “Improve my marketing legal document review skill. Create representative tests, evaluate the current results, and recommend measured changes.”

Watch the demo: https://www.youtube.com/watch?v=yc7foD5cHfs

Create SharePoint HTML

Build live, SharePoint-safe pages and reports

What’s new: Every Microsoft 365 customer now has tenant-specific HTML guidance at _html. Point Cowork, Scout, GitHub Copilot, Copilot Studio, or another AI assistant to this page for up-to-date instructions on creating HTML designed to work within SharePoint’s sandbox. The guidance supports capabilities such as live-linked SharePoint lists, helping reports stay connected to their source data.

Why it matters: AI assistants typically generate standard web HTML, which may not work as expected in SharePoint. This guidance removes the need to explain SharePoint’s requirements yourself—and updates automatically as new capabilities become available in your tenant. More people can create rich, securely shareable experiences without requiring custom development for every scenario.

Sample use case: In Cowork, turn a SharePoint project-tracking list into an interactive status report with filters, key milestones, risks, and links to the source items.

Try this prompt (in Cowork, Scout, Copilot Studio, or another AI assistant): “Use https://[tenantname].sharepoint.com_html to generate a new HTML project status report about the content in this folder.

Watch the demo: https://youtu.be/yc7foD5cHfs?t=339

Understand content

Understand images with Copilot

What’s new: Ask questions about images across a document library—without selecting and reviewing them individually.

Why it matters: Copilot could already explain or extract text from a selected image. Now, it can analyze images across your library to surface relevant details and extract visible text at scale.

If the player doesn’t load, open the video in a new window: Open video

Sample use case: A facilities team asks Copilot to review site photos, identify equipment and labels, and flag images that may show maintenance issues.

Try this prompt: “Review the images in this library. Summarize the equipment and labels shown, extract relevant text, and flag anything that may require follow-up.”

Automate simple workflows & notifications

Post a message in Teams for file updates

What's new: Let your team know when new files are added or key metadata updates occur. Send a simple message in a group chat or channel with the file title, link and your own custom text.

Why it matters: Conversations and collaboration happen in Teams. Keep the source file in SharePoint and get feedback from colleagues, notify a partner team a file is ready to review, or send a weekly reminder to look at files with an upcoming due date filtered view.

If the player doesn’t load, open the video in a new window: Open video

Sample use cases:

Send high $ invoices for leadership review — when you receive an invoice over $1M, post an exception notice in your chat with leadership, gather input and review critical details before processing a payment.
Review new client documents— when a new client document is submitted, post a message in the onboarding channel.

Try this prompt: Send me a chat for new files, when status = final. Post a message in our group chat, or post in our Team channel when a due date is updated.

Learn more: Getting started with Workflows | Microsoft Support

Workflows to route approval requests

What's new: Track approvals in the context of your files and lists, collect required information, and route requests to the right reviewers.

Why it matters: Approvals stay connected to the content and status that triggered them, giving requestors and reviewers a clearer record of what was submitted, who needs to act, and what happens next.

If the player doesn’t load, open the video in a new window: Open video

Sample use cases:

Clear new vendor documents — when a file is added to the Vendor Onboarding library, send an approval request to the compliance lead, then move the file into the Approved folder once it clears.
Review RFP’s — when a new RFP item is created in your pipeline list, request manager approval before the bid goes out, and email the requestor as soon as the status changes to Approved.

Try this prompt: Collect new PTO requests, route approvals to our team manager whenever submitted. Tell the requestor when they are approved.

Learn more: Approvals in Lists & Document Libraries | Microsoft Support

A Chat Experience That’s Always Improving

Copilot in SharePoint now delivers more consistent, predictable cards in chat, making information, approvals, and available actions easier to scan so you can verify the context and take the next step with confidence.

Try it today

Copilot in SharePoint is available for users with a Microsoft 365 Copilot license. For ready-to-use prompts and step-by-step guidance, explore the Copilot in SharePoint Adoption Hub and the Getting Started Prompt Library .

Bring us your business challenge! If your team has a high-value SharePoint scenario that could benefit from Copilot, nominate it for the Copilot in SharePoint co-build program and work with us to shape the solution.

See you next month for the next round of what's new! 🚀

SharePoint Flexible Sections just got more predictable and easier to use

katelynhelms — Tue, 01 Sep 2026 08:33:57 GMT

Flexible Sections give SharePoint page authors the freedom to build layouts without a strict column structure, resizing, moving, and overlapping web parts freely within a section. That freedom is powerful, but it can also make it harder to keep pages predictable and consistent across the many ways people view them.

Today we're shipping a set of usability improvements designed to make flexible sections more predictable, easier to control, and faster to author, without giving up any of the flexibility that makes it useful in the first place.

See this video with Katelyn Seemakurti and Vesa Juvonen for the live demo of new features.

Column layout guides

Flexible Sections now show visual layout guides that mirror the familiar column structures you already know from standard sections. These guides give your page an underlying sense of structure, so content reflows cleanly and predictably across email, mobile, and canvas resize.

When you add a web part to the canvas, it automatically matches the layout guide's column width, giving you a sensible starting point every time. And you keep full flexibility: resize, reposition, or overlap any web part whenever your design calls for it. The guides inform your layout; they don't constrain it.

Persistent grid layout guides

Sometimes you just want to see the structure while you plan. A new grid layout guides toggle in the page command bar lets you keep gridlines and layout guides visible the entire time you're authoring.

No more entering a drag or resize operation just to reveal the underlying grid. Flip the toggle on, and the guides stay put as a page-level setting, making it far easier to align content and plan your layout with intention.

Convert standard sections to Flexible Sections

Want to turn an existing page or section into flexible? You can now convert a standard section into a Flexible Section in a single click, directly from the section property pane.

Best of all, conversion is non-destructive. Your existing column structure (whether it's 1, 2, 3 columns, or a 1/3–2/3 split) is preserved, along with the placement and stacking order of every web part. There's no need to rebuild your page content; you get the flexibility of flexible sections while keeping the layout you already built.

Keep the feedback coming

None of this would be possible without the ongoing input from our customers and partners. Your feedback on layout consistency, authoring speed, and control has directly shaped these improvements to Flexible Sections, and we're grateful for the continued partnership as we keep making page authoring better.

Have thoughts on these updates, or ideas for what should come next? Let us know in the comments on this post or on the demo video. We read every comment, and your input helps shape our roadmap.

Upcoming changes to classic experiences in SharePoint Online

AdamHarmetz — Mon, 31 Aug 2026 20:10:33 GMT

For the latest details, timelines, FAQs, and implementation guidance, read the full Microsoft Learn article.

In 2016, we introduced modern SharePoint and the SharePoint Framework to our online service – a cloud-born user experience & developer extensibility framework. Ten years later, we continue to invest in this stable platform to provide reliable, well-governed, AI-ready, mobile-friendly, and secure-by-default foundations for customers’ publishing and content management needs.

Also in 2016, we renamed our previous publishing and UX extensibility system to “classic”. These features were designed to ease our customers’ transition from on premises environment to the cloud service. Now, ten years later, these classic features are used by fewer than 5% of our monthly active tenant base, and the classic SharePoint page content is not participating in the latest ways content should be secured, managed, and shared. Classic pages are also not fully represented in the content formats that power Microsoft 365 Copilot, which can reduce the coverage and accuracy of Copilot responses that draw on classic content. As such, over the next two years, we will take steps to retire classic SharePoint pages and custom scripting add/update capability in SharePoint Online from Microsoft 365 – below you will find details on timelines, assessment tooling, and migration guidance.

Overview

We are introducing a set of changes to classic experiences in SharePoint Online across two phases.

No classic page content or data will be deleted by Microsoft in these phases. Existing pages will remain accessible in a read-only form.

Phase 1 – Beginning March 1, 2027

The following changes will take effect:

For all tenants

Creation of new classic publishing sites and activation of the classic publishing feature will be disabled for site collection and sub sites.
The AllowClassicPublishingSiteCreation tenant setting will be enforced as False and cannot be changed.

For new tenants created on or after March 1, 2027

Users cannot create new classic pages — including wiki pages, web part pages, blog pages, publishing pages, and custom ASPX pages.
The ability to add or update custom scripts will be disabled by default, and the site setting DenyAddAndCustomizePages will be enforced as True and cannot be changed. Note that this setting applies only to classic pages — modern SharePoint pages are not affected, and custom solutions built on the SharePoint Framework (SPFx) will continue to work under your organization's existing governance.

Phase 2 - Beginning October 1, 2028

The following changes will extend to all tenants:

Classic user-created pages — including wiki pages, web part pages, blog pages, publishing pages, and custom ASPX pages — will become read-only. Users will no longer be able to create or edit these classic pages.
The ability to add or update custom scripts will be disabled and the DenyAddAndCustomizePages site setting will be enforced as True and cannot be changed.

What you should do now

For SharePoint administrators:

No data or content will be deleted by Microsoft as part of this change, and all existing data governance features will continue to be honored and continue to function.
Discover and assess your classic SharePoint environment
Identify usage of classic sites and pages across your tenant. Use the “SharePoint Classic Activities” Purview Audit log category - included in Audit (Standard) and available to all organizations, and events (ClassicPageCreated, ClassicPageEdited, and ClassicPageViewed) to identify active classic page usage, and leverage the Microsoft 365 Assessment Tool to understand the overall classic scope and modernization feasibility.
Prioritize based on business importance and usage
If your assessment finds no classic content, none of these changes apply to your organization — no action needed. Otherwise, focus first on high-value or frequently updated classic sites and pages, and identify where modernization will have the greatest impact. Classifying content by business criticality can help guide a phased migration plan.
Transform to modern SharePoint experiences before enforcement deadlines
SharePoint administrators should use modernization tools such as SharePoint PnP Modernization and SharePoint Page Modernization Agent to convert classic pages into modern SharePoint experiences where applicable. Microsoft will continue enhancing the tooling to accelerate page modernization with best-effort fidelity reservation, but it may not fully automate complex scenarios; modernization is a project that typically requires planning, resourcing, and highly customized pages often need redesign or manual rebuilding.
Adopt a phased migration strategy
Combine centralized IT-led planning and prioritization with distributed execution by site owners over time. Most organizations find success by modernizing page content in waves rather than attempting a single large-scale migration.

For detailed guidance, tools, and step-by-step recommendations, refer to the Microsoft Learn article.

For site owners and content authors:

Site owners should work with their SharePoint administrators to identify classic sites and pages that are still actively used and determine which content should be modernized, retired, or replaced. Documentation, assessment tools, and migration guidance linked below can help organizations understand available modernization options and prepare for the transition.

How do I get help?

Refer to the following documentation, tools, and Microsoft partner resources to support your migration from classic SharePoint experiences:

Learn more

For complete details, timelines, FAQs, and ongoing updates, see the Microsoft Learn announcement.

A Message Center post in the Microsoft 365 admin center has been sent to all tenants. (MC1464926 & MC1464924)

SharePoint Showcase: 5 Ways Organizations Improve Business Processes with Copilot in SharePoint

sophiapeng — Thu, 27 Aug 2026 16:28:53 GMT

AI becomes most impactful when it helps with the work teams already do every day. The challenge is rarely a lack of information. It is turning trusted information into a clear, repeatable process without starting from scratch each time.

That is where Copilot in SharePoint can help. It works with the content and structure already in SharePoint, including sites, pages, lists, libraries, and files. Teams can ask questions, compare and summarize content, organize information, create outputs, and turn repeatable multi-step processes into reusable skills.

The examples below are based on real customer scenarios from organizations exploring Copilot in SharePoint. To protect customer confidentiality, organization names and identifying details have been generalized. What matters is the pattern: start with trusted SharePoint content, define the work that needs to happen, keep people in control, and make the process easier to repeat.

1. Turn fragmented project updates into a usable project history

Industry Scenario: A life sciences organization needed a better way to understand how complex projects changed over time. Important decisions and updates were spread across email exports, presentations, planning documents, and other project files. Reconstructing the story behind a project required significant manual review and made it difficult to see what changed, when it changed, and why.

Solution: The team brought approved project materials into a SharePoint site and designed a reusable skill in Copilot in SharePoint to review the content in stages. The skill identifies changes to planning assumptions, timelines, resources, and other project parameters, then organizes those findings into a structured project history for people to review.

Example prompt: Create a skill that reviews the project files on this SharePoint site, identifies changes to key assumptions, timelines, resources, and decisions, and produces a structured change history with links to the supporting source material.

If the player doesn’t load, open the video in a new window: Open video

Outcome: The result is a more consistent starting point for project summaries, change reviews, and stakeholder updates. Project teams still validate the output and make decisions, but they spend less time piecing together the past before they can move the work forward. By reducing the time spent reconstructing project history, the teams can move faster from review to action and reinvest that time to higher-value work and advancing more projects.

2. Validate new content against trusted source material

Industry Scenario: A corporate finance team prepares a recurring set of public-facing business materials. Before publication, reviewers need to check financial figures, business-driver statements, and qualitative claims against approved internal source documents. The work is detailed, repetitive, and highly dependent on traceability.

Solution: The team stores the draft materials and supporting documents in SharePoint, then uses Copilot in SharePoint to review statements across the files and organize the findings for human review. The new AI-powered workflow captures the statement, the source document, supporting references, a validation status, notes, and a recommended next action for the finance team to review.

Example prompt: Review the draft materials and approved supporting files on this SharePoint site. Identify factual and financial statements, find the relevant supporting sources, and organize the results by statement, source, support status, notes, and recommended follow-up. Include citations so reviewers can verify each finding.

Outcome: This gives reviewers a structured, source-grounded place to begin. Instead of manually building the first pass across every document, the team can focus its attention on unsupported, inconsistent, or ambiguous statements and retain responsibility for final validation saving the team about 4 weeks of manual effort each quarter. The finance team remains in control of the final interpretation and decisions, while Copilot helps make the project history easier to assemble, audit, and reuse.

3. Help customer-facing teams use a central knowledge list

Industry Scenario: A technology organization maintains a SharePoint list as a central knowledge repository for its customer success teams. The list contains recommended strategies, actions, resources, and guidance aligned to different customer objectives. As the repository grew, people needed an easier way to find the most relevant guidance, identify overlapping entries, and turn the information into customer-ready plans.

Solution: With Copilot in SharePoint, the team can work with the list using natural language. Users can ask Copilot to filter information for a specific objective, summarize the related guidance, and organize the result into a useful plan. Content owners can also use Copilot to review the list structure, improve fields and views, and identify entries that may be duplicative or ready to consolidate.

Example prompt: Using this SharePoint list, find the strategies and actions that align to the selected customer objective. Group the recommendations by theme, include the related resources, and draft a concise success plan for review. Flag entries that appear duplicative or need clarification.

If the player doesn’t load, open the video in a new window: Open video

Outcome: What once required navigating hundreds of list entries can now be accomplished through a simple conversation with Copilot. The repository becomes easier to use without requiring every person to learn a complex filtering model, helping a team of more than 600 people quickly access relevant, grounded guidance. Customer-facing teams can get to relevant, grounded guidance faster, so more time can be dedicated to helping customers achieve their goals. By turning trusted knowledge into actionable guidance, teams can scale customer engagement more consistently.

4. Build a repeatable proposal-development workflow

Industry Scenario: A professional services organization wanted to reduce the manual effort involved in developing client proposals. Teams were searching across prior proposals and approved knowledge, interpreting requirements, identifying reusable content, and assembling a first draft before they could focus on the strategy that would make the proposal distinctive.

Solution: The organization designed a set of focused skills in Copilot in SharePoint, with a human checkpoint at each stage:

Requirement extraction: Create a skill that reviews an RFP package, identifies mandatory requirements, evaluation factors, submission instructions, and key obligations, and produces a structured requirements view.
Content discovery and mapping: Create a skill that searches approved SharePoint sources for relevant case studies, methodologies, and proposal content, then maps each source to the applicable requirement.
Response strategy: Create a skill that synthesizes the requirements, approved source content, and stakeholder inputs into a recommended proposal structure, message hierarchy, and areas requiring expert input.
Draft development: Create a skill that drafts proposal sections using the approved response strategy and grounded SharePoint content, and inserts clear placeholders wherever required information is missing.
Quality and risk review: Create a skill that reviews the draft against the source material, submission requirements, organizational policies, and brand guidance, then flags unsupported claims, gaps, and items requiring human approval.

Outcome: By separating the process into focused, reusable skills, the team can accelerate the path to a strong first draft while preserving clear ownership for proposal strategy, expert judgment, claim validation, and final approval. Teams spend less time navigating process requirements and more time executing client proposals. They can create high-quality submissions faster, reduce review cycles, and help move business initiatives forward more quickly.

5. Accelerate compliance reviews across large agreement libraries

Industry Scenario: A legal operations team at a global organization manages agreements that define how third-party content, services, and data can be used across the business. As part of periodic compliance reviews, teams must examine large collections of agreements and compare key clauses against approved standards and acceptable alternatives. The process traditionally required extensive manual review, making it difficult to scale consistently across large document repositories.

Solution: The organization stores agreements, compliance guidance, and review standards in SharePoint and uses Copilot in SharePoint to support audits. Rather than manually reviewing every clause, legal teams can use Copilot to analyze thousands of documents, compare content against approved guidance, classify findings, and surface agreements that may require additional investigation. Reviewers remain responsible for validating results and making final compliance determinations.

Example prompt: Create a skill that reviews selected agreement documents in SharePoint, identifies relevant compliance clauses, compares them against approved guidance, and classifies findings as standard language, approved alternatives, or potential deviations. Include citations and organize results for reviewer validation.

Outcome: Legal and compliance teams gain a faster, more consistent starting point for required audits. By analyzing large groups of documents against trusted SharePoint content, reviewers can focus their attention on agreements that require deeper investigation instead of spending time manually reviewing every clause. The result is a more scalable compliance process that helps teams prioritize higher-value legal analysis.

What these workflows have in common

These organizations are solving different business problems, but the strongest workflows share a few simple design choices:

They start with trusted content in SharePoint. The workflow is grounded in the files, lists, libraries, pages, and site context the team already manages.
They focus on a real, repeatable process. The goal is not a clever one-time prompt. It is a workflow people need to perform consistently.
They use focused instructions and reusable skills where consistency matters. Teams capture the steps, expected inputs, output format, and quality bar so the process can be repeated.
They keep people in control. Copilot helps with research, organization, comparison, and drafting, while subject matter experts review the output and own the final decision.
They make traceability part of the design. Source references and clear review points help teams validate outputs before using them in high-value work.

Start with one workflow

Choose one content-centric workflow your team performs often. Bring the trusted source material together in SharePoint. Write down the steps a knowledgeable teammate follows. Then use Copilot in SharePoint to test the process, refine the instructions, and decide whether it should become a reusable skill.

The opportunity is bigger than saving time on a single task. It is making organizational knowledge easier to find, easier to apply, and easier to turn into consistent work.

Learn more

Product drops

Here's what's new in SharePoint this month. Final availability language and roadmap details must be validated before publication:

SharePoint: Flexible Section Authoring Improvements: Authors can now use visual column layout guides that mirror familiar sections, keep gridlines and layout guides visible while editing, and convert existing sections into Flexible Sections with a single click while preserving content placement. Roadmap

Catalog Management in SharePoint: When a user who has access to the SharePoint app in Teams clicks a SharePoint page or news link in Teams chat or channels, the link will open inside the SharePoint app in Teams (if available) instead of the mobile browser. Roadmap

SharePoint: Viva Connections Multi-Home Management in SharePoint Admin Center: Viva Connections multi-home site management is moving from the Microsoft 365 admin center (MAC) to the SharePoint Admin Center (SPAC). Administrators will be able to create and manage multiple Home sites, configure audience targeting, manage home site priority order, and remove Home sites directly from SPAC. Existing entry points in the Microsoft 365 admin center will direct administrators to the new SPAC experience. Roadmap

Thumbnail view for PDFs is available in OneDrive and SharePoint on the web: Users will be able to open a thumbnail panel to visually browse pages in a PDF and jump directly to a selected page. Roadmap

Block screen capture for sensitivity-labeled PDFs in the OneDrive and SharePoint web viewer: The OneDrive and SharePoint web PDF viewer will block screen capture in Microsoft Edge when users open PDFs whose sensitivity (MIP) label without Copy (EXTRACT) permission. Roadmap

SharePoint: Inline Comments & notifications for Markdown files: Users will be able to leave comments on specific parts of a Markdown file and receive notifications when they are mentioned or when there is activity that needs their attention. Roadmap

Streamlining Enterprise Collaboration - ACP - SharePoint Partner Spotlight

VesaJuvonen — Wed, 26 Aug 2026 09:53:02 GMT

Organizations continue to look for faster ways to modernize intranets, improve internal communications, and increase employee engagement. Partners in the Microsoft ecosystem are helping customers accelerate that journey by extending SharePoint and Microsoft 365 with ready-to-deploy solutions that deliver immediate business value.

As organizations increasingly adopt Microsoft 365 Copilot, a well-structured and engaging intranet becomes even more important. High-quality content, clear information architecture, and effective content management help employees get greater value from AI-powered experiences.

This partner showcase highlights ACP, one of the leading IT service providers in Austria, Germany, and Switzerland.

About ACP

ACP is one of the leading IT service providers in Austria, Germany, and Switzerland. As a leading technology and digital transformation partner, ACP delivers modern IT solutions, cloud services, digital workplaces, cybersecurity, and managed services to businesses and public sector organizations. With more than 2,600 specialists and a strong local presence, ACP helps customers unlock innovation and turn technology into measurable business value.

Within ACP, the SCOPE team (SharePoint & Copilot Experts) serves as the AI-first center of excellence for Microsoft 365, SharePoint Online and Copilot. Through consulting, implementation, training, adoption programs, and product innovations, the team enables organizations to become future-ready and achieve sustainable long-term success. With more than 15 years of experience helping organizations build digital workplaces with SharePoint, the SCOPE team has helped organizations build intelligent digital workspaces, intranets, and business solutions that deliver real value - turning customer-specific use cases into practical and impactful solutions.

The ACP Intranet Accelerator Kit

To address recurring needs and challenges, ACP transformed years of project experience into a scalable product. In 2024, the company launched the ACP Intranet Accelerator Kit, a subscription-based add-on for SharePoint Online that combines the most requested intranet capabilities into a ready-to-use solution.

The ACP Intranet Accelerator Kit extends SharePoint Online with a comprehensive set of configurable capabilities designed to enhance the employee experience while reducing implementation effort and cost. Instead of building custom solutions from scratch, organizations can quickly deploy proven functionality that addresses common intranet requirements while staying aligned with Microsoft 365 governance and standards.

The solution improves several key areas of the intranet experience, including:

Personalized information delivery through synchronized user profile data
Enhanced navigation and content discoverability
Extended search and filtering capabilities
Flexible design and content presentation options
Ready-to-use intranet components for common employee scenarios
Improved content management experience for editors and site owners

These capabilities help organizations accelerate intranet modernization while reducing implementation complexity and cost. Organizations can rapidly introduce capabilities such as people directories, event hubs, FAQs, wikis, targeted news experiences, quick links, polls, and employee profile enhancements — without extensive custom development.

For employees, this means faster access to relevant information, better discoverability, and a more engaging digital content experience. For content owners and communication teams, it means greater flexibility, lower maintenance effort, and the ability to launch valuable intranet experiences significantly faster.

The ACP Intranet Accelerator Kit reflects ACP's broader innovation approach: transforming real customer challenges into reusable solutions that scale across organizations. By combining Microsoft SharePoint with practical product innovation, ACP helps customers accelerate their digital workplace journey while continuously benefiting from ongoing enhancements, support, and product evolution.

Watch the showcase

In this SharePoint Partner Showcase, ACP demonstrates how organizations can rapidly enhance SharePoint Online with proven intranet capabilities that improve communications, employee engagement, and knowledge sharing while reducing implementation effort. By optimizing corporate communications, streamlining document workflows, and boosting employee engagement, ACP helps enterprises maximize their Microsoft 365 investment and drive long-term business value.

Key highlights covered in this video:

Modern Corporate Communications – How to centralize news, announcements, and leadership messaging across distributed and hybrid teams.
Intranet Optimization – Building engaging, targeted communication sites and hub portals that eliminate information silos.
Enhanced Productivity & Collaboration – Streamlining daily workflows, content governance, and knowledge management within Microsoft 365.
Business ROI & Scalability – Accelerating deployment with proven intranet capabilities while maintaining flexibility for future growth.

Whether you're looking to upgrade your legacy intranet, improve internal comms engagement, or build a scalable employee portal, see how ACP delivers tailored solutions aligned with your core business objectives.

Agenda:

00:00 – Introduction
03:18 – Live demo
12:47 – Discussion

When asked where Microsoft could further invest for partners and customers, ACP highlighted two key areas:

Improved predictability and governance controls for new feature rollouts to support organizational change management.
Greater opportunities to integrate Copilot capabilities directly into custom SharePoint solutions and experiences.

Presenters

In this SharePoint Partner Showcase, Vesa Juvonen (Microsoft) sat down with Julia Kaufmann-Hailu (ACP) and Martin Ettl (ACP) to discuss ACP's SCOPE offerings and how the ACP Intranet Accelerator Kit helps organizations turn SharePoint Online into a modern, engaging digital workplace.

Julia Kaufmann-Hailu (ACP) – LinkedIn
Martin Ettl (ACP) – LinkedIn
Host: Vesa Juvonen (Microsoft) – LinkedIn

Learn more about ACP

Microsoft resources

Microsoft 365 and SharePoint provide powerful out-of-the-box capabilities that can be extended and tailored to your user experience goals using no-code, low-code, or pro-code approaches. This flexibility enables customers to configure and build unique and powerful experiences at Microsoft 365 for corporate communications, employee experiences, and business processes.

Microsoft SharePoint
SharePoint 25th anniversary announcements - new AI features and more
SharePoint help & learning
Intelligent intranet overview
SharePoint Framework provides a secure, modern way to build custom and AI-enhanced experiences in SharePoint and Microsoft 365.
SharePoint Embedded enables building solutions outside of Microsoft 365 with a custom user interface, but continues storing files in SharePoint.
Microsoft Community Learning YouTube channel for videos and guidance

Showcase your solution

Do you have offerings or products built with SharePoint and would be interested in creating a similar showcase video and blog post with Microsoft? Please fill in the following form to get connected with us: https://aka.ms/sharepoint/partner/showcase.

The Microsoft 365 ecosystem continues to thrive through partners who innovate, build solutions that solve real business challenges, and share their expertise with customers around the world.

What's New in Copilot in SharePoint: August 2026

julieseto — Thu, 06 Aug 2026 13:00:00 GMT

📊 Create live SharePoint dashboards

Copilot can now generate a SharePoint dashboard directly from a list as an interactive HTML report that stays connected to the underlying list. Instead of exporting data and rebuilding a report every time something changes, your SharePoint dashboard refreshes from the list whenever it's opened. Dashboards can also be created from Excel and CSV files.

Why it matters: Most AI-generated dashboards go stale the moment they're created. You export data, generate a report, update the list, then rebuild the whole thing. No more. Now SharePoint can generate HTML dashboards and apps that stay connected to the underlying list data -- unlocking all types of new List-driven experiences!

If the player doesn’t load, open the video in a new window: Open video

Sample use cases:

Project status dashboard — turn a list of projects into a live executive view showing what's on track, at risk, or blocked, with filters for owner, priority, due date, or status.
Inventory tracker — turn a product inventory Excel into a visual app showing stock by item, location, size, or category, so store managers can instantly spot what's low or overstocked.
Request or application pipeline — turn a list of requests, grants, or approvals into a live pipeline showing totals, high-priority items, pending approvals, and bottlenecks in one interactive report.
Recruiting dashboard — turn a list of open requisitions into a live hiring view showing candidate pipeline health, interview progress, and time-to-fill metrics, with filters for department, role, hiring manager, or stage.
Customer escalation dashboard — turn a list of support escalations into an executive view showing active cases by severity, aging tickets, and resolution trends, so leaders can spot what's stuck before it becomes a fire drill.

Try this prompt: Create an executive dashboard from this project portfolio list showing project health, milestones, risks, budget status, and owner accountability. Add interactive filters and charts that stay synchronized with the list data.

Learn more: Turn SharePoint Lists into Live Apps with Copilot

⚡ Launch Copilot prompts from a page button

You can now launch a custom Copilot prompt straight from a page button web part. Drop a button onto a SharePoint page, wire it to a prompt, and anyone visiting the page can run it in a single click.

If the player doesn’t load, open the video in a new window: Open video

Why it matters: Page buttons put the right prompt in front of people exactly where they're already working, helping everyone discover relevant, contextual prompts in Copilot in SharePoint — with no need to remember what to type.

Sample use cases:

On a team's project hub, add a “Draft status update” button that launches a prompt summarizing this week's changes, so any member can generate a consistent update in one click.
Build a weekly report with “Generate executive report”, include files assigned to me, new sales leads in a pipeline list, and leverage custom skills to tailor your report
Add multiple buttons to help narrow in on content across your site, “Find operations manuals” or “Find manufacturing manuals”

Try this prompt for a page button: Review deal pipeline list and filter for deals assigned to me, summarize the items closed this week into a live interactive dashboard

Learn more: Use the Button web part

💬 A Chat Experience That’s Always Improving

A set of refinements makes chat and skills smoother this month:

A faster, more modern way to add context to your conversations - Type / in the prompt box to search for and insert files, people, and meetings directly into your chat. The new built-in search makes it easier to ground your prompt with the exact content you need.
Polished skill cards — a smoother card experience when skills are created and invoked ensures building and running skills feels more seamless.
A more compact chat — a tidier thinking-steps view and an improved citation hover card make answers easier to scan and verify.

Try it today

See you next month for the next round of what's new! 🚀

SharePoint Showcase: 10 Custom AI Skills Every SharePoint Site Owner Should Build

John_Mighell — Tue, 28 Jul 2026 18:34:37 GMT

Every team has repeatable work they want done the right way, not just once, but every time. Copilot can learn the way your team already works, follow the processes you trust, and help people repeat high-quality outcomes without starting from scratch every time.

That is the idea behind skills in Copilot in SharePoint. Skills are reusable instructions that teach Copilot how to perform a specific task, whether that is summarizing meetings, analyzing a SharePoint site, generating reports, reviewing documents, or preparing project briefs. Once saved to a SharePoint site, skills become a shared team asset that anyone with access to the site can invoke from chat.

For organizations, that means less repetitive prompting, more consistent results, and a growing library of expertise that can be reused across projects and teams. If you are new to skills, learn more at Teaching AI in SharePoint What to Know and How to Act and the Copilot in SharePoint adoption page. To help you get started, here are ten skills that show what is possible today and can help you turn proven processes into reusable capabilities for your team.

10 custom AI skills to try

Here are ten examples that show how skills can support common site owner, content owner, and business team scenarios. Use them as starting points, then adapt the pattern for your own team’s work.

Site Analyzer: Performs a comprehensive analysis of a SharePoint project site by reading lists and documents, then producing a tailored site audit, project health review, scorecard, or meeting briefing.
Knowledge Base Admin Report: Generates a knowledge base health report covering corpus overview, decay status, gaps, ingestion activity, expert coverage, and recommended next actions.
SharePoint List Styling:Transform SharePoint lists and document libraries into fully art-directed views using column formatting, view formatting, row templates, and tile layouts. Works with any style token file in this collection to produce "I can't believe that's SharePoint" results.
Scorecard Matrix: Creates a weighted heatmap scoring matrix for evaluations such as vendor selection, tool comparison, site-readiness grading, or competitive analysis.
Quarterly Expense Report: Reads vendor, date, and spend data from an Expenses library and generates an interactive HTML expense report for a specified fiscal quarter.
Executive Report: Generates a polished executive report from SharePoint lists, CSVs, or a description, using narrative blocks such as KPIs, charts, tables, status grids, and highlights.
Project Brief: Turns a rough idea or stakeholder request into a structured project brief by clarifying the problem, goals, success criteria, scope, stakeholders, risks, and decisions needed.
RFP Response Generator: Drafts a complete proposal Word document section by section using the approved Strategy Brief as its blueprint, grounding every section in source documents before writing and inserting structured placeholders rather than inventing content where gaps exist.
Brand Style Guide Template: Provides a fill-in-the-blank template for turning an organization’s brand guide into an AI skill that can guide colors, typography, spacing, and component style.
Gap Analysis: Compares two documents and identifies what is missing, conflicting, changed, or new, with findings organized by severity and recommended action.

Two ways to get started

There are two simple ways to begin building a skill library.

Option 1: Create a skill from your own instructions

If you already have a workflow your team repeats, start there. Tell Copilot in SharePoint the instructions you want it to follow, refine the output, and ask Copilot to save those instructions as a skill. A strong first skill usually has a narrow job: for example, “summarize this transcript into decisions and action items,” or “review this page draft against our editorial checklist.”

If the player doesn’t load, open the video in a new window: Open video

Option 2: Download and install an existing skill

You can also start from a skill someone else has already created – either one from the list linked above or others posted online.

The Agent Assets library is where a SharePoint site stores reusable assets for Copilot, including skills. If the library does not already exist, Copilot in SharePoint can create it for you. You can draft or download a skill anywhere, but to make it discoverable as a reusable skill for that site, the full skill folder — including its SKILL.md file and any supporting files — should be saved in the site’s Agent Assets library under Skills. If a SKILL.md file lives outside that location, Copilot may still use it as ordinary content when referenced, but it will not be treated as a reusable site skill in the same way.

Install a downloaded skill folder

Download the skill folder, such as writing/copy-editing/.
In your SharePoint site, open the Agent Assets library. If one does not exist, ask Copilot in SharePoint to create one.
Navigate into the Skills folder and upload your skill.
Ask Copilot in SharePoint to perform the skill. Copilot discovers the skill by the name field in SKILL.md and then follows the instructions in the skill.

What makes a good skill?

Every organization has workflows that a few people know by heart. Skills let you capture that knowledge once, store it where work already happens, and make it available to everyone else through Copilot in SharePoint.

The best skills are intentionally small. They focus on one job, contain the context needed to perform that job, and are documented clearly enough that Copilot can select the right skill at the right time.

As you build your own, keep four principles in mind:

Focused: one capability per skill, not a grab bag of loosely related tasks.
Self-contained: include the instructions, inputs, output format, and quality bar the skill needs.
Clearly documented: use clear frontmatter, especially the name and description fields, so the agent can self-select the skill.
Easy to maintain write it so another site owner can understand what it does and update it as the workflow changes.

A simple first project: turn one repeatable workflow into a skill

If you are wondering where to begin, pick one workflow your team already does repeatedly. A monthly report. A meeting summary. A content review. A project brief. A site audit. Then write down the steps your ideal teammate would follow and turn that into a skill.

Start small, test it with real content, and refine the instructions until the output is useful without a long back-and-forth. Once it works, save it to the SharePoint site where the work happens and let the team use it from Copilot in SharePoint.

That is the bigger opportunity with skills: not just faster prompts, but reusable team know-how. SharePoint becomes the place where the content lives, the work happens, and the instructions for doing that work well can be shared.

Availability note

Skills in Copilot in SharePoint are available in expanded public preview for users with a Microsoft 365 Copilot license.

Learn more

Be sure to check out our new monthly What's New in Copilot in SharePoint blog!

Product drops

Here's what's new in SharePoint this month, all now generally available:

SharePoint: Agent Access Insights heatmap for SharePoint and OneDrive sites: Provides a visual heatmap of agent activity to help admins quickly detect patterns, hotspots, and unusual access behavior. Roadmap 565027

AI-generated audio summary of SharePoint News: Users will be able access an AI generated audio summary of SharePoint News posts in the SharePoint app for Teams. Roadmap 562018

Generating documents using forms in SharePoint with Power Automate: This capability supports scenarios such as creating contracts, invoices, letters, or reports using structured templates and form-driven inputs. The action works by mapping input data to template fields and returns the generated document along with file metadata such as location and status. Roadmap 561026

Beyond Benchmarks: The Lifecycle of Measuring Agentic Quality in AI Content Management

sjauhar — Tue, 21 Jul 2026 15:56:41 GMT

By Sujay Kumar Jauhar, Spriha Chandrayan, Natasha Gaitonde, Zhen Lei, Reed Pankhurst, Anush Sankaran, Amrit Shandilya, Ryen W. White

Organizations put their most important content in OneDrive and SharePoint, trusting us to deliver AI experiences they can depend on. That trust runs across everything Copilot does with their content — surfacing the right information through retrieval, and, increasingly, driving agentic workflows that reason over documents and take action on their behalf. Living up to that trust is what we care about most, and it's why we put the quality of these experiences — and consequently the ways we measure that quality — at the center of how we build.

It turns out that this is a non-trivial problem, because quality in AI is rarely binary. An agent can call exactly the right tools and still produce an answer that's subtly, confidently wrong. A search result can be technically relevant and still miss what the user was really after. An AI-generated page can be well-structured and fluent and still omit the one detail that mattered. Quality here is continuous, context-dependent, and multidimensional — and when these experiences are serving hundreds of millions of enterprise users, measuring it demands scientific rigor across the full lifecycle of building AI products.

Across OneDrive and SharePoint — the knowledge platform for Copilot and Agents — we’ve spent the past year building a rigorous practice around evaluation: determining what to measure, developing the right methods to measure it, and learning how to act on those measurements to improve our systems and experiences.

In software engineering, tests verify correctness and telemetry monitors health. The boundaries are well-defined: a function returns the right value or it doesn’t; a service meets its service level objective or it doesn’t. AI evaluation requires an analogous discipline, but the problem is structurally harder — there is rarely a single correct answer, and quality depends on factors that shift with every user, task, and context.

This post describes the evaluation practice we are building across Copilot capabilities in OneDrive and SharePoint. It follows the arc of what we think of as the evaluation lifecycle — from rapid inner-loop validation, through rigorous offline measurement, to customer-grounded evaluation that evolves with real feedback, and ultimately to understanding whether our metrics predict what users actually experience. Each stage addresses a question the previous ones cannot, but they don’t run in a straight line. What we learn downstream can reshape the data and methodology of upstream measurements. That’s what makes this a lifecycle — and together they form a strategy for building AI systems that aim to earn user trust at enterprise scale.

The stages of the evaluation lifecycle

We're on a journey — learning and evolving as we build this practice. Some of the things we're actively working on, omitted from this blog post for the sake of brevity, are: holding ourselves to public, industry-standard benchmarks such as GAIA and GDPval, with more in the pipeline; and investing in the foundations that keep evaluation trustworthy, by generating realistic synthetic evaluation data so our test sets keep pace with new models, and monitoring the health of our benchmarks for saturation.

The inner loop: "Did I break anything?"

The first requirement of any AI development workflow is a fast feedback signal. Teams are experimenting constantly on internal builds — adjusting prompts, swapping model versions, rearchitecting retrieval pipelines — and they need to know within minutes whether a change helped or hurt.

That is the role of our unit-level evaluations: a rapid inner loop for feature crews. A developer modifies a system prompt or adjusts the grounding context, runs it against a targeted set of test cases, and gets immediate feedback on whether key behaviors are preserved. These checks are fast, focused, and designed to catch regressions before they compound.

The distinction from traditional unit testing is worth noting. In software, a test asserts an exact expected output. In AI, you are validating behavioral properties — coherence, completeness, tool selection, factual consistency — against approximate expectations. The pass/fail boundary is softer, but the engineering purpose is the same: give teams confidence to iterate without fear of silent degradation.

One of the crews building Copilot's agentic features over SharePoint Lists knows this loop well. They keep a large set of prompts that engineers run whenever they change something — a tweak to a tool's description, a different setting passed to the model, a reworded prompt.

Many of those questions run over the same synthetic data: lists of bakery orders, each row carrying details like the baker, the delivery agent, the profit on the order, and its status. The same lists come in a range of sizes, from a few thousand rows up to a million. The largest are used to push the system's limits but the inner loop lives at the lower end. There, most questions are ones the system has gotten right for a long time, so when a change quietly breaks one of them, it shows up right away. An engineer can try an idea, run the set quickly, and whether they've introduced a regression.

An example of what the schema of our synthetic dataset looks like

Fast iteration checks are essential, but they only tell you whether something regressed. They cannot tell you how good the system actually is.

Offline evaluation: "How good is this, really?"

This is the domain of our offline evaluation practice. We maintain curated, scenario-focused benchmarks evaluated in a controlled harness that reflect the tasks and content types our enterprise users encounter, alongside public benchmarks that situate our systems in the broader AI landscape. The goal is to bring each AI scenario to a state of decision-readiness: explicit success criteria, representative evaluation datasets, metrics we attempt to validate against real outcomes, and systematic coverage of known failure modes.

We try to do this rigorously by running evals against the real product. Each test case is a plan — a short script of things a user might ask for — paired with criteria (or assertions) describing what a good outcome looks like, sorted by how much each one matters: Critical, Expected, or Aspirational. An LLM plays the user: it drives the live product through the browser, sends the opening request, and then reacts the way a person would, confirming an action card here or answering a clarifying question there, so the system is exercised end to end.

When the conversation finishes, the harness gathers the evidence of what actually happened — the responses in the chat, the state of the page, and screenshots where the judgment is visual. That evidence goes to a second model acting as judge — the increasingly standard "LLM-as-a-judge" approach — which scores the run against the original assertions. And because a model grading a model is only as trustworthy as its agreement with people, those scores are calibrated against human raters.

Using a high-priority, curated slice of these evals, the team ran big proposed changes side by side to see which ones came out ahead. One of those comparisons looked at how the orchestrator is told about the tools it can use. At one extreme, you hand the model the full description of every tool up front; at the other, you give it only short, tweet-length summaries and let it pull a tool's full description and parameters only when it decides it needs them.

Configuration	Quality %	Latency vs. default	Cost vs. default
Baseline	83.0	1.00x	1.00x
Default tool discovery	90.3	1.11x	0.62x
Rearchitected tool discovery	85.6	0.97x	0.73x
Semantic tool search	92.8	0.95x	0.74x
Hybrid	93.5	0.82x	0.62x

Table 1: A comparison of the different approaches for tool selection we experimented with. Based on internal evaluation results using our internal test environment, and test configurations of the product. Quality was measured through LLM judgement of AI responses based on a set of criteria, latency was measured by the harness running the evaluations, and cost is based on publicly disclosed price heuristics for token usage for the LLM API being used for orchestration. Results were calculated from 500 scenario tests based on synthetic data.

The table above summarizes our results from an internal offline evaluation on a curated slice. In this evaluation, we found that the baseline which loads everything up front was, predictably, the most expensive. The out-of-the-box tool-discovery method cut token usage sharply — but was a bit slower. Pushing further, a rearchitecting of the orchestrator for tool discovery did speed things up, but at the cost of quality. Meanwhile semantic tool search improved on both quality and latency relative to the baseline but wasn’t as cost-efficient as the default tool discovery method. Overall, in this evaluation, a strong balance of quality, token usage, and latency came from a hybrid — the standard tool-learning architecture with a few targeted semantic-search changes, which still resulted in a more than 35% reduction in token usage when compared with full tool descriptions.

Offline benchmarks, however carefully constructed, have an inherent limitation. They represent a fixed snapshot — based often on what product teams believe will be important use cases, particularly for features that have not yet shipped to real customers. As the product evolves and real usage patterns emerge, the gap between what our benchmarks measure and what actually matters can widen.

The evals flywheel: "Are we measuring what users care about?"

This is the motivation behind what we call the Evals Flywheel: a closed-loop system that translates real user dissatisfaction directly into better evaluations and, ultimately, better systems. In software engineering, there is a well-established discipline of turning production bugs into tests. In the AI analog, user feedback provided with appropriate consent helps produce new evaluation data, systematic failure diagnoses, and targeted improvements.

Take for instance a user that consents to share feedback with us (via a thumbs down). At first glance, this seems like a single interaction. But to us, it's an opportunity to learn. We investigate what happened, identify the underlying reason for the user dissatisfaction, and ask a critical question: was this an isolated mistake, or does it reveal a broader weakness in how the system understands documents like this one?

Here's a representative example. A user uploaded a 120-page quarterly financial report packed with dense tables, nested headers, footnotes, and appendices. They asked a straightforward question: "What was our actual spending in Q3?" The answer seemed like it should be easy — the relevant numbers were all in the document. The assistant responded confidently with a figure from one of the summary tables; but it cited the budgeted amount, not the actual spend.

The mistake stemmed from the document's complexity. The table spanned multiple pages, with a top-level "Q3" header extending across several sub-columns such as Budget, Actual, Forecast, and Variance. On its own, that's one mistake in one document. However, it pointed at something more general: whenever a table uses a heading that spans multiple columns, or stacks two rows of headers, or tucks a small table inside a larger one, then the link between a header label and its value turns fragile. Understanding the text is often not enough — the assistant must also accurately preserve and reason over intricate document structure, table relationships, and context that can span dozens of pages.

An evaluation document built in an automated manner that deliberately reproduces the exact structure of the table that was the root cause for the customer dissatisfaction.

Hence, instead of patching that single file, we built a family of evaluation documents that deliberately stress that exact structure. Each eval document pairs a question with the single correct answer and a short list of "tempting but wrong" answers which are the nearby values a confused reader would most likely grab. That last part is the key: an eval that only checks for the right answer can be passed by luck, but an eval that includes likely distractors tells you whether the system is genuinely reasoning or just guessing.

This example reflects a repeatable method. The first step is resisting the urge to treat a user dissatisfaction as an isolated bug. Instead, we ask why it happened and not "what's the right answer for this question." That root-cause identification is what turns the user feedback into a useful signal. The payoff is a flywheel between real-world experience and offline evaluation. The improvement ships back into the product, where future interactions validate it — and surface the next gap. Each loop widens our coverage and, just as importantly, helps us prioritize the improvements that matter most to the people using the product.

But it raises a deeper question: when our benchmarks are representative of user concerns, do improvements actually translate into better experiences in production?

Real-world insights: "Does this actually matter to users?"

It is possible to improve a benchmark score and have it mean nothing in practice. A model that scores five points higher on an offline evaluation may produce no detectable difference in user satisfaction or task success. Conversely, a change that barely moves the needle offline might transform the user experience in unexpected ways.

This gap between offline measurement and real-world impact is the focus of our online evaluation work. Through production telemetry, we study user-AI interaction patterns at scale. The objective is not simply to monitor system health, but to develop an empirical understanding of how users experience our AI features in context.

In traditional software, production telemetry provides crisp, well-defined signals: uptime, latency percentiles, error rates. In AI, the equivalent signals — satisfaction, intent alignment, task success — are inherently noisier and harder to define. The central challenge here is alignment: do our offline metrics predict real user value? Answering that depends first on being able to measure value reliably in production at all.

Consider a recent experiment on one of our top-of-funnel entry points — the most common way users first reach the assistant. The team suspected that engagement was low (around 1%) simply because users weren't noticing the entry point. So they ran a user-level A/B test across a sample of 900,000 Copilot-licensed users over 21 days, swapping the entry point's icon for a more contextually relevant one. The effect was a statistically significant 42% lift in click-through, alongside a 1.7% increase in active users.

That result is encouraging, but it also illustrates a subtle nuance. We moved an engagement metric sharply without touching quality at all — this tells us that we had an education gap, but didn’t inform our understanding of the AI system’s performance.

To get closer to that distinction, we looked at kept rate: the share of AI responses where the user does something that signals the answer was worth keeping — copying the result, clicking through to a citation or a suggested follow-up, or providing a thumbs up. And because it's captured passively, from actions users take anyway, it scales to every response rather than the small fraction where someone leaves explicit feedback.

Even an indirect, partial signal like kept rate lets us close the offline-online loop. Once we have a read on what users valued, we can start to ask how well it correlates with our offline benchmarks. When offline gains track with a rise in kept rate, for example, it's early evidence the benchmark is steering us toward something real; when they are uncorrelated, it's a warning that we may be hill-climbing in a wrong direction.

Beyond quality

Quality matters — but in production systems, it is entangled with cost and latency in ways that cannot be evaluated in isolation. A high-quality response that is unacceptably slow degrades the user experience regardless of its correctness. Or a frontier model that is marginally better than a smaller alternative may not justify the cost differential.

This is the next frontier of our evaluation work: learning to reason about quality, cost, and latency as a tradeoff surface rather than independent dimensions. The goal is to build the instrumentation and frameworks that make these tradeoffs visible and deliberate, so that teams can make principled decisions about how they ship.

To make this concrete, consider some early findings from our internal evaluations. We took a range of system configurations — models, reasoning levels, tool access — and, for a set of representative tasks — QA over lists, the AppWorld public benchmark, and a collection of complex multi-step plans that stress-test the Copilot in SharePoint agent — plotted each one by the quality it achieved against what it cost to run. The result is a Pareto frontier: the curve of the best quality reachable at each price, with everything below it dominated by something strictly better.

The Pareto frontier of cost vs. quality estimated across three different benchmark datasets from an internal evaluation run.

Two things stand out. First, different tasks live in different performance regions. Simple, factual lookups like those in ListsQA cost fractions of a cent; harder, more agentic tasks like those in AppWorld and Copilot in SharePoint run to cents or dollars; there is no single answer to what "good" costs. Second, the shape of each curve tells you where spending more is actually worth it. Where the frontier rises sharply, additional cost buys real quality; where it flattens, you have hit diminishing returns, paying more for gains a user may not notice.

In short, the decision stops being "is the quality good enough to ship?" and becomes "which point on this curve is right for this scenario?" given budget and latency constraints — a question a feature crew can answer, with the tradeoffs in front of them.

What we've learned so far

We are still early in this work. Models are improving rapidly, user expectations are evolving, and the definition of quality continues to shift. But several principles have become clear to us.

No single evaluation approach is sufficient. Inner-loop checks catch regressions but cannot establish absolute quality. Offline benchmarks provide rigor but go stale. Customer feedback grounds evaluation in real needs but covers only the cases where dissatisfaction is expressed. Online metrics reveal real behavioral patterns but cannot always explain the mechanisms behind them. A credible evaluation practice requires all of these, operating in concert and informing each other.

Evaluation is not a gate you pass before shipping — it is a continuous discipline that evolves with the product. The teams that build the best AI experiences are not necessarily those with the highest benchmark scores, but those with the clearest understanding of where their systems fall short and the most systematic approach to closing those gaps.

And measuring what matters is itself a scientific problem, one that demands the same rigor we apply to the systems being measured. Developing evaluation methods that are reliable, predictive of real user value, and robust to the rapid evolution of AI capabilities is core to our mission across OneDrive and SharePoint. It is how we work to earn the trust of the enterprise users who depend on these experiences, and we are committed to advancing this work and sharing what we learn.

What’s New in Copilot in SharePoint: July 2026

julieseto — Thu, 16 Jul 2026 16:05:23 GMT

Copilot in SharePoint helps you do more with your content — ask questions, run workflows, and create sites, pages, interactive reports, and Office files using natural language. June was a big month: starting June 16 Copilot in SharePoint began rolling out as on by default for everyone with a Microsoft 365 Copilot license, and we shipped a wave of new capabilities for creating content, automating work, and getting trustworthy answers. Here’s everything that’s new.

🛠️ Create content with natural language

Create Word, Excel, and PowerPoint files

What’s new: Ask Copilot to create a Word document, Excel workbook, or PowerPoint deck directly from your content in SharePoint — no blank-page start required.

Why it matters: Turn the knowledge already living in your sites into finished, shareable deliverables in minutes, without copy-pasting across apps.

Sample use case: A program manager turns a project site’s notes into a first-draft status deck before a leadership review.

Try this prompt “Create a press release as a Word doc based on the sales performance dashboard [doc link]. Summarize key results, highlight top growth areas, call out trends, and frame it for an internal leadership audience.”

If the player doesn’t load, open the video in a new window: Open video

Generate interactive HTML reports

What’s new: Copilot can build an interactive HTML report from content stored in SharePoint.

Why it matters: Get a polished, shareable, interactive view of your information — great for readouts and dashboards — without manual formatting.

Sample use case: A team lead generates an interactive summary of a document library to share progress with stakeholders.

Try this prompt “Create an interactive dashboard based on this quarter’s sales performance data [folder link]. Include total revenue, quota attainment, top and bottom performing regions, and trend over time. Add filters for region and product, and make it suitable for a leadership review.”

If the player doesn’t load, open the video in a new window: Open video

📁 Work with files through chat

Organize files and folders

What’s new: Manage your library right from chat — Copilot can help you organize files and folders conversationally.

Why it matters: Tidy up and restructure content without clicking through menus — just describe what you want.

Sample use case: Cleaning up a messy project library at the end of a sprint.

Try this prompt “Based on the contents of this folder, please suggest a folder structure to better organize my files. Show me a mapping structure, and once I approve, apply it.”

If the player doesn’t load, open the video in a new window: Open video

Share a file

What’s new: Ask Copilot to share a specific file with a specific person — directly in the flow of chat.

Why it matters: Skip the hunt-and-click sharing dialog; share what you’re looking at, right when you need to.

⚙️ Automate your team’s work

Approvals

What’s new: Natural language configuration for simple request tracking and approvals on your site.

Why it matters: It's now easy to use built-in approval tracking for managing your sign-offs, requests, and reviews all within SharePoint list or library, no custom approval flows required.

Sample use case: A content manager sets up a quick approval step for documents before they’re published.

Try this prompt “Help me track approval requests for this library and create a view grouped by status. Highlight overdue or stalled items and suggest next steps.”

If the player doesn’t load, open the video in a new window: Open video

Rules

What’s new: Configure simple email notifications when content or metadata changes.

Why it matters: Stay on top of what matters — get notified automatically instead of manually checking for updates.

Try this prompt “Send an email reminder to the file owner, 5 days before the review by date.”

Quick Steps

What’s new: Add your favorite actions right into the grid for one-click reuse.

Why it matters: Put the actions you repeat most within instant reach, reducing routine clicks.

Try this prompt “Add a button to update the review by date to today and set the status as under review.”

🧩 Build and use Skills

Built-in (out-of-box) Skills for the full Skill lifecycle

What’s new: Copilot now uses built-in skills to help you create your own skills, set up automation, and initialize a site (including a SharePoint.md starter).

Why it matters: It's now easier to turn your team’s repeatable processes into reusable AI skills — without starting from scratch — so work stays consistent and scalable.

Try this prompt “Follow approved layouts and branding — then save this as a skill so my team can reuse it.”

If the player doesn’t load, open the video in a new window: Open video

Discover skills with /Skills

What’s new: Anyone on a site can type /Skills to see the list of skills available in that context.

Why it matters: /Skills makes your team’s custom skills more discoverable, so people actually use the shortcuts you’ve built.

💬 A clearer, more trustworthy chat experience

This month brings a set of refinements that make answers easier to read, verify, and trust:

Better citations — Citations are now compact and clickable, so you can jump straight to the source.

Sensitivity labels in chat — Copilot now surfaces sensitivity labels on content to help prevent oversharing and meet privacy requirements.

Clickable links — All links in chat are now properly formatted and clickable.

Reasoning transparency — For reasoning models, Copilot can now show its chain-of-thought so you can follow how it reached an answer.

Try this prompt “Based on the documents in this library, what are the key deliverables for the Q3 product launch and who is responsible for each?”

⚡ Faster ways in — the Copilot button

1-click Q&A — A prompt box right in the Copilot button lets you fire off a question faster, without opening the full pane.
Helpful nudges — Contextual coach messages introduce people to Copilot and point them to the button, so more of your team discovers what it can do.
--about — A handy power-user command that tells you which model and version you’re using.

🔐 For admins & site owners

One model provider — Copilot in SharePoint now runs on the latest reasoning OpenAI model for everyone, without a fallback model. This means high quality answers and easier management.
Show/Hide the Copilot button per site — Site owners get a setting to disable the Copilot button for site visitors on a per-site basis — useful for governance on sensitive sites.

Try it today

Copilot in SharePoint is available for users with a Microsoft 365 Copilot license. For ready-to-use prompts and step-by-step guidance, explore the Copilot in SharePoint adoption hub and the Getting Started prompt library. If Copilot in SharePoint has not yet rollout to your tenant as on by default, your IT Admin can opt in to the preview following the instructions here.

Bring us your business challenge! Work directly with Microsoft Engineering to design and deploy a real Copilot in SharePoint solution for your organization. From knowledge management to custom skills and workflow automation, we'll help selected Microsoft 365 Copilot customers go from idea to production. For free. Nominate your scenario here.

See you next month for the next round of what’s new! 🚀

Streamlining business processes with Microsoft 365 - ShareCloud - SharePoint Partner Spotlight

VesaJuvonen — Wed, 08 Jul 2026 16:14:28 GMT

SharePoint and Microsoft 365 have evolved into a powerful platform for building business applications that meet organizations where they already work. With SharePoint as the content, collaboration, and process foundation, and Microsoft 365 services such as Teams, Power Platform, and Azure extending the experience, partners can deliver practical solutions that simplify everyday work, improve compliance, and help organizations move faster.

This partner showcase highlights ShareCloud, an Estonian software company that has been delivering productized and tailor-made solutions on top of Microsoft 365, SharePoint, Power Platform, and Azure services since 2016. ShareCloud focuses on making business processes smarter, faster, and more efficient for organizations across the Baltics and Nordics, serving both SMEs and large enterprises.

ShareCloud helps organizations turn Microsoft 365 into practical business solutions across communication, administration, HR, and adoption. Their work spans intranets, employee portals, instructions management, document collaboration, e-signing in SharePoint, asset management, absence management, onboarding, training, and consulting that aligns SharePoint, Power Automate, Teams, and Microsoft 365 with business goals.

In this partner showcase, ShareCloud introduced two productized SharePoint-based solutions that show how organizations can use Microsoft 365 as a practical business application platform:

Secure e-Signing in SharePoint – a solution for managing e-signing flows directly from SharePoint, including internal and external signers, while maintaining security, compliance, and QES-level signature integrity. The solution supports cross-border e-signing across 100+ countries and helps make signature collection easier, faster, and more efficient.
Instructions and Procedures Management in SharePoint – a solution that streamlines the creation, approval, distribution, versioning, and acknowledgment of employee instructions and procedures. Automated reminders and clear visibility into acknowledgments help improve HR, quality, and compliance-related processes.

In this SharePoint Partner Showcase, Vesa Juvonen sat down with Anders Abel to discuss ShareCloud’s offerings and how their solutions streamline business operations directly where employees already work.

Learn more about ShareCloud:

Microsoft SharePoint
SharePoint 25th anniversary announcements - new AI features and more
SharePoint help & learning
Intelligent intranet overview
SharePoint Framework provides a secure, modern way to build custom and AI-enhanced experiences in SharePoint and Microsoft 365.
SharePoint Embedded enables building solutions outside of Microsoft 365 with a custom user interface, but continues storing files in SharePoint.
Microsoft Community Learning YouTube channel for videos and guidance

Do you have SharePoint-based solutions that end users can benefit from and would like to showcase to the community? Let us highlight your solution(s). We welcome all kinds of solutions which highlight the art of possible with SharePoint. Please fill in the following form to get us connected with you and we will get back to you on planning the right model together - https://aka.ms/sharepoint/partner/showcase.

The Microsoft 365 ecosystem continues to thrive through partners who innovate, contribute, and share with the broader community. Amazing ecosystem building AI and Copilot powered solutions with SharePoint and Microsoft 365 👏

SharePoint Showcase: How Microsoft uses Copilot in SharePoint, and how you can get started

John_Mighell — Thu, 09 Jul 2026 17:56:32 GMT

For this month's SharePoint showcase, we're zooming in on AI skills in SharePoint and real Microsoft use cases for Copilot in SharePoint. We're also introducing a new "Product Drops" standing section to recap all the new GA functionality across the platform each month.

As always, would love to hear from you in the comments. Let's get into it!

Start with the playbook: building AI skills that actually work

Before the new capabilities below, start with the thinking behind them. In a new companion post, our team distills what we've learned working with customers building real skills in Copilot in SharePoint — why some AI workflows take off and others stall after the demo. Three lessons stand out:

Pick the right workflow. Most efforts succeed or fail here. A quick filter: is it worth building, is it content-centric, and is there a repeatable path to a known-good outcome? Proposal drafting, compliance checks, and vendor evaluation pass; one-off creative work doesn't.
Build it the way work actually happens. Skills beat ad-hoc prompts the moment judgment needs to be consistent. Design around the handoff to the next person, set the human checkpoint first, and let site memory carry lessons forward.
Make it stick. Skills survive when skipping them costs more than using them. Target high value and high volume workflows at starter scenarios.

→ Read the full post: Lessons from Building AI Skills in the Real World

How Microsoft uses Copilot in SharePoint, and how you can get started

Every month in the SharePoint Showcase we walk through new capabilities across SharePoint. This month we want to show you something different: how we use it.

As a complex company with over 200,000 employees, Microsoft has a massive data estate. We deeply understand the need for complex data estate management; the actions we take ourselves translate into the features we build.

Copilot in SharePoint delivers an agentic experience that helps teams create, organize, and act on content with AI. We introduced these capabilities at Microsoft Ignite 2025, and moved to an expanded public preview this month.

Here are 4 examples of where it’s making a difference for us, the numbers behind it, and exactly how you can get started.

Partner Incentives & Operations An employee-built solution automated the creation of retail partner offer letters for sales incentive campaigns. The automation improved finance and sales operations efficiency — saving roughly 6,000 hours — and improved Microsoft Partner organization interactions by 30%.

Microsoft Advertising AI-generated metadata tags made a sales-collateral site far easier to navigate, boosting content discovery by 75% and cutting the time to surface the right material from about two days to half a day. The result: less time searching, faster document processing and publishing, and more productive sellers.

Legal Frontline Support Auto-categorization of incoming emails into predefined categories streamlined the support process, with a 95% reduction in time spent on data tracking and a 15% reduction in follow-up cases. Power Platform automation supplied scripted replies to employees asking common legal questions.

Nuance Business Operations AI surfaced clauses and terms in contracts to speed reviews, accelerate deal processing, and strengthen data accuracy and legal compliance in customer subscription renewals. It saved two vendor resources annually and cut processing time per renewal cycle by 35%.

In their words

Two of our own teams on what changed in their day-to-day:

We have a team of legal professionals who provide legal counsel and guidance to internal product groups and engineering teams during product lifecycle, development and release planning (we call this team “CELA E+D”). A SharePoint orchestration initiative maintained over 10K contracts and legal documentation in a SharePoint "Data Lake" to enable this team to provide better support to E+D.

“By replacing ad-hoc storage with a structured, AI-ready repository, the team reduces duplicative legal work, improves time to answer for product groups, and increases trust in Copilot and Agent outputs.”

Jaymee Torres, Senior Paralegal, Microsoft CELA E+D (SharePoint orchestration initiative)

Agent Launchpad is an internal user adoption campaign for Agent Extensibility, run by Microsoft Digital (MSD) with a SP site, Viva Engage community and a series of showcases, demos and user story sessions promoting custom Copilot Agents built by employees.

“We used the AI capabilities in SharePoint, paired with targeted SEO and metadata optimization, to improve how Copilot understands, ranks, and surfaces the Agent Launchpad site. As a result, Copilot responses are now more consistently pointing users to the right guidance when needed, reducing friction, improving time to value, and driving better adoption of AI tools across the organization.”

Cadie Kneip, Senior BPM, Microsoft Digital (Agent Launchpad)

How you can get started

Simply go to SharePoint Online to begin. You need one high-value library and one repeatable workflow. Here’s are some example paths you can follow:

Turn on metadata. Pick one high-value library, choose the Copilot button, and select Add autofill columns. Let Copilot tag what manual effort never finished. Then, ask Copilot in SharePoint to use the metadata to generate an HTML report summarizing the content of the document library for easy visibility to what’s there.
Make a site answerable. Enable Copilot in SharePoint chat (contextual Q&A) on an HR, Legal, or IT site so employees get cited answers instead of digging through pages.
Build a page with AI. Use Copilot in SharePoint to turn a prompt into a structured first draft.
Codify one workflow. Choose something repeatable and content-centric, build around the handoff, and design the human checkpoint first.
Mind your labels. Confirm sensitivity labels are applied so AI processes what it should while leaving Highly Confidential content untouched.

Get started with Copilot in SharePoint

Adoption page: the home for everything Copilot in SharePoint
Nominate your scenario: partner with the SharePoint product team to co-build your solution at no-cost (subject to selection – see link for full details).

Additional resources:

Quick start guide: a step-by-step path to your first wins
Intro video: a quick product overview to share with your team
SharePoint skills: a blog on tips for incorporating skills into your AI workflows
Get started with Copilot in SharePoint: see learn documentation about Copilot in SharePoint
SharePoint Showcase landing page: every monthly post in one place

Product drops

Here's what's new in SharePoint this month, all now generally available:

Create a SharePoint News post from Copilot Pages: Once you've finished researching, creating, and collecting content in Copilot Pages, take it to a SharePoint News post with the press of the 'SharePoint' button under 'Create.' Roadmap 557566

AI news summary for SharePoint News in Teams: Access an AI-generated audio summary of SharePoint News posts in the SharePoint app for Teams (Viva Connections). Roadmap 562018

eSignature for Microsoft 365: recipient groups: Recipient groups let a signing slot be assigned to multiple people, so any one of them can fulfill the signing requirement on behalf of the group. Roadmap 560822

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Lessons From Building AI Skills in the Real World with Copilot in SharePoint

Matt Wolodarsky — Tue, 30 Jun 2026 15:00:00 GMT

Matt Wolodarsky, a principal program manager at Microsoft, has led an early access program, testing out how skills in SharePoint can drive value for customers.

You can roll AI out and still have nothing to show for it. We've all seen the headlines about companies spending big on AI and getting little back. But it doesn't have to go that way. Over the past few months, I've worked alongside teams doing the opposite - one got a usable proposal draft in a fraction of the time it used to take; another got a clear read on where a project actually stood, when the information they needed was scattered across documents and hard to surface. What ultimately set these teams apart was how intentionally they applied Copilot to real work.

This is where skills matter. In SharePoint, skills transform Copilot from a general-purpose assistant into a specialist grounded in your content, policies, and business logic - enabling it to perform meaningful work on your behalf. They capture the repeatable judgment your teams already use to make decisions and move work forward. The rules your legal team applies when reviewing marketing content before it goes live? That’s a skill. The rules that determine whether a vendor is approved, needs additional review, or can move forward? That’s a skill. The process your project team uses to identify risks and turn them into action? That’s a skill.

Each skill is valuable on its own - it does a specific job well and delivers immediate impact. But the real power comes from how they work together. When you start chaining skills together in SharePoint, you move from solving individual tasks to solving the full workflow.

I’ve spent the last few months working with a handful of customers doing exactly this. I started to see patterns - which workflows create momentum, and which ones look promising in a demo but struggle when real users and real content get involved. A few things consistently show up:

Pick the right workflow. Most failures start here.
Build it the way work actually happens. Not the way it should.
Make it stick. Adoption and proof decide whether it keeps running after the pilot.

Pick the right workflow

This is where most workflows either take off or stall. Get the workflow right, and everything else has a chance to work. Get it wrong, and it rarely gets off the ground.

You see it when you start working through real scenarios. Some workflows don’t just look promising - they solve the problem in front of you. You can trace the inputs through to a clear outcome, and the value is obvious. Others never quite get there.

At that point, it’s not a tooling problem - it’s a selection problem. Before you build anything, pressure test it. I use a simple three-question filter to decide which workflows to enhance with Copilot in SharePoint:

Is it worth building? There’s enough repeatability to justify the effort, and enough value to make reuse worthwhile.
Is it a content-centric process? When the work is driven by content, Copilot in SharePoint can access the right source material, follow the rules encoded in the skill, and produce an output the team can review, reuse, and build on.
Is there a clear, repeatable way to get to the right outcome? Repeatable doesn't mean identical - each draft or decision differs - it means there's a known standard for what "good" looks like and a consistent path to reach it. That's what a skill encodes and applies at scale.

When you run those three questions, certain patterns show up:

What passes:

Proposal drafting
Contract or policy compliance verification
Procurement or vendor evaluation
Risk identification and mitigation planning
Launch readiness or go/no-go reviews

What fails:

One-off creative work - no repeatability, nothing to compound
Open-ended brainstorming or ideation - no fixed target and no shared standard for a "right" result, so there's nothing for a skill to encode

Proposal automation is a good example. The work repeats, the source material usually lives in SharePoint, and strong proposals follow a clear playbook: answer the RFP, hit the win themes, reuse approved content, and stay on voice. I’ve seen teams aim for a 60% complete first draft, with AI skills extracting requirements, mapping them to approved content, and flagging compliance gaps before the first review. That can save hours and give the pursuit team a stronger starting point.

The RFP Response Engine sample shows this proposal automation pattern in practice. You can find the sample skills in the pnp/sharepoint-skills GitHub repo, under Skills, by looking for the folders prefixed with rfp-response-. They can be used individually or adapted together as a connected proposal workflow.

Build it the way work actually happens

Once you have picked a workflow worth building around, the next question is whether the skill matches the real shape of the work.

The tempting version of proposal automation is: “Give AI the RFP and draft the response.” But in real workflows, writing is often not where the work starts. The first challenge is turning a messy RFP, scattered across paragraphs, tables, appendices, and evaluation criteria, into a working checklist. A useful skill starts there: extracting requirements, normalizing overlaps, flagging inconsistencies, and categorizing items.

Now the team is not starting with a blank spreadsheet and a long, messy document. They are starting with a structured first pass they can review, correct, assign, and build on.

A strong skill does not just produce an impressive output. It turns messy work into structured work, captures repeatable judgment, and gives the next person a clearer decision to make.

Once you see it that way, a few building lessons fall out.

Skills beat prompts the moment judgment needs to be consistent

Ad-hoc prompts work for one person, one time. But when the same decision or output needs to be repeated consistently, the judgment needs to be codified. In a proposal workflow, that might mean prioritizing approved references from the same industry, flagging unsupported claims, and escalating anything that requires pricing, legal, or delivery-owner input.

Build around the handoff, not the AI task

The natural instinct is to define skills around what AI can do: summarize this, draft that, extract these fields, generate this response.

But the better starting point is the handoff: what does the next person in the workflow need to move the work forward?

In an RFP workflow, the useful skill may not be “draft the answer.” It may be “create the response checklist,” “map requirements to approved source content,” or “prepare the reviewer’s decision packet.”

That shift matters. AI tasks produce outputs. Good handoffs move the work forward.

Design the human checkpoint before you design the automation

In one vendor evaluation scenario we worked through with a customer, the skill scored responses and produced a ranking with rationale. On paper, the reviewer still had the final say. In practice, the output looked complete and re-evaluating it took more effort than accepting it.

That is the trap. A checkpoint only works if the reviewer has a real decision to make, clear evidence to inspect, and a reason to override when something looks wrong.

The fix is not more review. It is better review design: confirm the criteria up front, show the evidence behind the recommendation, and require a reason for approvals or overrides.

Skills that work long-term do not remove the human from the loop. They put the human where judgment matters most.

Site memory turns one-shot AI into shared proposal context

Copilot in SharePoint does not have to start from zero every time someone uses it. With site-level memory, a team can capture rules and lessons once and apply them across future work on the site.

A lost bid is a good example. If the feedback was, “Evaluators could not tell what they would actually receive at the end of each phase,” the team can turn that into a reusable rule: future implementation plans should include a phase deliverables table with named outputs, formats, and approvers.

The next proposal writer does not need to know about the lost bid or remember the instruction. Every proposal can start stronger because the site remembers what the team learned last time.

Make it stick

Building the workflow is not the finish line. In some ways, it is where the harder work starts.

Even a good skill can fail to become part of the team’s normal workflow. Usually, it fails for one of two reasons.

The first is abandonment. People try it once or twice, decide it is interesting but not essential, and drift back to the old way of working. If the skill doesn't clearly make a core part of the job faster, easier, or better - something people do often and genuinely care about - it stays a nice-to-have, and nice-to-haves get dropped the moment things get busy. The skills that survive are aimed at work central enough that skipping them costs more than using them.

The second is fuzzy proof. The team believes the skill helped, but cannot show how much time it saved, how much rework it reduced, or whether the output got meaningfully better.

I would not treat adoption and measurement as launch-plan items. They need to shape the workflow from the start.

Adoption breaks in four places

When I look at the workflows that stick, they usually get four things right:

Value: Does the skill make the work faster, easier, or better?
Effort: Do people get through their first few uses without feeling slower than before?
Trust: Can they see sources, rationale, and checkpoints clearly enough to review the work?
Fit: Does it match the real handoffs, exceptions, and decision points in the workflow?

For a proposal team, legal team, or project team, the pattern is the same: the skill must make the next task easier. It should give people source-grounded work they can inspect, a clearer handoff, and a workflow that fits how the team already moves from intake to review to decision.

Usage is not proof

A common mistake is treating usage as the main success metric.

Usage matters, but it is not proof of business value. A team can use AI hundreds of times and still see no meaningful improvement in the work. They may be experimenting, rewriting prompts, checking answers, or using it for low-value tasks.

The better question is: did the workflow improve?

For many content-centric processes, three signals matter most: time saved, cycle time, and rework. Did the work get faster? Did the process move from start to finish more quickly? Did the team need fewer review cycles before it shipped?

Do not launch with a dashboard full of metrics. Pick the one number that would make a leader say, “Yes, this is worth scaling.”

For proposals, that might be hours saved getting to a usable first draft. For policy review, fewer missed compliance issues. For launch readiness, faster time from readiness review to launch decision.

The goal is not to prove people ran the skill. It is to prove the work got faster, cleaner, or easier to ship.

Copilot in SharePoint will bring AI into more of the places where people already work. But access is only the starting point. The real test is whether teams can turn that access into better workflows: choosing the right process, building around how the work actually happens, and proving the result was worth it.

A quick checklist

Pick the right workflow

Start with one workflow worth improving - repeatable, content-driven, with a clear outcome.

Build it the way work actually happens

Model the messy real workflow, not the ideal one.
Codify judgment so the same decision comes out consistently.
Build around the handoff and the human checkpoint - move the work forward, not just the AI task.
Use site memory so the workflow gets smarter every run.

Make it stick

Watch the four adoption killers: unclear value, high effort, weak trust, poor fit.
Prove the work got better - time saved, cycle time, rework - not that people used it.

Build with us!

Bring us your real-world business problem, and we’ll help co-build the solution with Copilot in SharePoint.

If your organization is selected, Microsoft Engineering will partner 1:1 with you at no cost to design, implement, and deploy a Copilot in SharePoint solution in production. Whether you’re looking to streamline knowledge management, automate business processes, or create custom skills, we’ll help you get from concept to deployment. Nominate your scenario.

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