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JosephNierenberg
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Joined Nov 16, 2018
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Copilot Access to Calendar and Email
We have Microsoft 365 Copilot licenses, which we purchased so we would have AI access to our firm data. I have Outlook for iOS, where my M365 account is the primary account. Copilot is one of the icons at the bottom of the screen, along with Mail, Calendar, and Apps. The problem is that Copilot, accessed from within the iOS Outlook, does not have access to my Calendar or Email. It cannot place an event on my calendar; it cannot review my email for a piece of information or particular sender. Is that the expected behavior? It would mean that the purchase of Copilot licenses is only good for (a) general questions of the type that do not require the license, and (b) using Copilot from within a SPO site. Is there no way to provide Copilot with direct access to my EWS data?2.1KViews0likes1CommentRe: M365 Copilot under iOS: a Giant Step Backward?
HelloBenTeoh​ Thank you, for two items! As much as I'd clicked around the UI, I never thought to look under Search. And, I thought--incorrectly it now appears--that the individual apps had been phased out. So thanks much for both insights.442Views1like1CommentM365 Copilot under iOS: a Giant Step Backward?
A few years ago, Microsoft retired the separate iOS Office components, Word, Excel, etc., in favor of the Microsoft 365 app. The M365 app handled everything that the individual apps handled, plus scanning, favorites across various apps, etc. Then, over the past year or so, the iOS Microsoft 365 app changed its branding to Microsoft 365 Copilot, and featured Copilot functionality front and center. But one could still click to find Recents, Favorites, etc. Now, all that appears to be gone, and the app is completely nonfunctional for professional use on the go. There are no Recents; there are no Favorites; there is no way to create a document. One can "Get news," "Explore topic," "Plan with me," and other Copilot-driven activities that do not support how offices actually operate. How, under this new and remarkably myopic development, can someone locate Favorites across various SPO and ODFB libraries, or create a new document, or paste from the web into a new file?Solved1.1KViews1like3CommentsCoPilot Is in the Way
Microsoft's constantly pushing CoPilot obstructs workflows, distracts focus, and is not effective. For example, although I've disabled CoPilot in Word in one installation and there is no CoPilot tab under Options in another installation, every time I start the app in the computer where there is no CoPilot Option tab, there are extremely distracting tiles at the top of the screen. If this continues, I'll be switching to LibxxOfficx (the full name is disallowed in this forum). In the meantime, does anyone know how to turn off these amazingly unproductive ads?Issues with Meeting Notes when Externals in Group
M365 Group, Teams-enabled, one member is a Guest User. The team is in my org, not hers. If I create a meeting invitation from within Teams, she (the Guest User) is not recognized and not allowed as a task assignee; she does not have access to the agenda or notes, which appear to Loop components; and does not have access to the meeting notes during a Teams meeting. Why? What permissions are interfering? If she's a member of the Group, she has edit permissions in SharePoint.Solved241Views0likes1CommentDownloading or Archiving Channel Chat
How could one archive or download the chat history in a channel, without using eDiscovery tools? We have an external collaborator, which is a member of a Teams group. There are several channels, which correspond to projects. When a project closes, it's necessary to retain the related conversations. Those conversations are visible in the channel. We need to export them to a commonly usable format. How could we do that?Solved528Views1like3CommentsRe: Lists; What Happens to the "Assigned To" Data?
Kidd_IpThanks. That confirms my experience with what putting a value in that field would not do, but it's still not clear what it does do. When you write, e.g., "The 'Assigned To' column in Microsoft Lists is primarily a way to associate tasks or items with specific individuals," where/how is that association viewable? How is that link made? It should be possible, if there's some association, to view all list items associated with a particular user.480Views0likes0CommentsLists; What Happens to the "Assigned To" Data?
In Microsoft Lists, there is a column entitled "Assigned To." I can add a member user's name; I don't know if I can enter a guest user's name. I entered my own username to test the result of entering data in this field. Nothing seems to have happened. I received no e-mail; I received no notice in Teams or ToDo or Planner. What is supposed to happen when I add someone's name there? (And could I use it for externals? For obvious reasons, I don't want to just test that.)616Views0likes2CommentsRe: Searching in a Microsoft List
Kidd_IpThank you. FWIW, to filter on the company, I have to click the drop-down next to the Company column header, click 'filter by,' and proceed to select the value. If I click the filter icon above the column headings (it's not on a right-side pane here), there are only a few filters available. I was hoping to find a query syntax, so I could, for example, put into the search box something like "Company:Williams," which doesn't work. Is there a query language you're aware of for a Lists search box?344Views0likes0CommentsSearching in a Microsoft List
How could a user restrict their search to a particular value in a particular field? Let's say I need to search for the value 'Williams' in the 'Company' field. I could enter "Williams" into the search bar, but the hits would include all items that contain the word "Williams" in any field. I want to restrict the search. How can one do that?Disagreement with CoPilot on Flow Logic
CoPilot and I disagree about a filter in a flow. Currently, my flow selects items with the following filter: DueDate le 'addDays(utcNow(), 2)' or DueDate eq 'addDays(utcNow(), 2)' It seems to me that the "eq" piece is duplicative, because the "le" piece would include it. In other words, "less than or equal to two days from now" already includes "equal to two days from now." CoPilot, however, states that the "eq" piece is necessary. Its reasoning is not convincing. What light can a human Flow expert shed on this?SolvedFile locations in SPO subsites vs. Teams group sites
Current practice: Org is a law firm with one tenant, that has multiple subsites and some secondary subsites below those. Subsites are topical, one of which contains active clients, and each of those has a subsite. Matters are folders within the subsites. Collaboration with externals is either by invitaton per file or by access by Entra groups that include the necessary externals. This allows easy synching via the OneDrive client, easy searching, and easy archiving. Objective: To use Teams for internals and externals on cases requiring a lot of collaboration. Problem: If one sets up a team in Teams with channels for cases, unless something has changed those files are kept in a dedicated SPO site, located hierarchically directly under the tenant. That interrupts the current file management system. Is there a way to use Teams and channels with externals while keeping the files in their current SPO subsites and folders? Or am I envisioning incorrectly how this would work?Copilot, Sharepoint Online, and LLM Training Data
When one creates a Copilot for a SPO site, what data becomes part of the model's training? Are prompts used by msft in training the model? Is any part of the site data or AI's reponses used in training the model? This is a critical issue for any organization with protected data, like law firms, health care delivery orgs, etc.1.3KViews1like1CommentOptions when spaces are in URL
I have started to create dashboards in OneNote of resources involved in specific projects. For example, Project A will have five resources scattered in different libraries or folders; in OneNote, I'll create a table with five nicknames and the URIs. Most URIs point to local files, and most of them have spaces in the filename or pathname. It does not appear to work to use quotation marks after the 'file:///' indicator, so I've been substituting '%20' for the spaces. That works fine, but it's time-consuming and error-prone. Is that my only option? Is there some way to make the quotation mark approach work in this context? (Would there be any advantage to using Excel or Lists for these dashboards, instead of OneNote?)370Views0likes1CommentPWAs for Lists can have different behavior
This post is more for someone from MSFT to forward along to the appropriate product team. My organization has a few Microsoft Lists. I can create a progressive web app either from the Microsoft Lists landing page, from which I could then enter any of the Lists; or I can create a web app from the specific List. But there's a difference in functionality. One of my lists has a lookup with linked fields that populate other columns. If I made a PWA from within that specific List, then I can click to filter one of the associated linked columns, and a pane will open with my choices. But if I made a PWA from the Microsoft Lists landing page and then go into the specific List, and then do as before to click a linked column heading to filter, the filter pane opens to a spinning disk and never populates. This is reproducible on various Windows versions. Haven't tried it under different OSs.390Views0likes0CommentsCalendars: separate but also merged
Background: My law firm uses subsites for clients, and document libraries for matters. Lists also get used. To date, the only SPO/M365 calendars being used are individual Outlook calendars. Matter events are calendared in a separate, shared SQL Server-based app. Problem: I'd like to enter matter events (generally deadlines) in a calendar that's based in the matter's document library, or alternatively in the client's subsite--but I would also like those dates to flow into one central calendar. (The central calendar could then be shared with whoever needs/has access, and would appear in their own Outlook.) Question: Is there a way to do that? Is there a better way to accomplish my end result, which is basically to migrate away from the SQL Server-based app.315Views0likes0CommentsLists PWA; column filtering not working
I have a PWA of Microsoft Lists. There are multiple lists on the landing page. When I'm in one of the lists and try to filter on a column's choices, the side pane opens, a little circle keeps spinning, but nothing else ever happens. If, though, I go into that list from within M365, i.e., not a PWA, then the column filtering function works as expected. Any idea what could be the problem? Is it Microsoft's issue or mine?File upload issue in non-channel meeting with externals
My law firm regularly meets with externals over Teams. These do not occur in any Group or Channel. They result from creating a new meeting over Teams from Outlook. The issue is that we have been unable to share files with other meeting participants. It does not work to drag-and-drop into the chat field; there's a bar/circle/can't-do icon. Not all, if any, participants are Guest User objects in Entra. (One example would be a deposition, where the witness and court reporter are not Guest Users, but there's a need to share exhibits that cannot be distributed before the deposition.) Is there any way to transfer files to all participants in this scenario?Solved973Views0likes1CommentNew Teams: contact list is incomplete
Under the Calls tab in Teams--at least for tenants with a Microsoft Phone subscription--the primary field returns a phone number or a name. If a name, there is no option to select a phone number. If one clicks the Contacts button toward the upper right of the window, then a listing populates the window, which includes a search field. Many, many contacts are missing from the contacts list. All the missing entries exist in the Contacts module of Outlook, and at least guest users (haven't tried nonusers) appear if their name is added to the People field--but, as noted, one cannot then opt for their cell, office, or other number. This makes the New Teams completely useless for any organization that uses Microsoft Phone and works with external resources.911Views0likes0CommentsMeeting notes and Loop components
Microsoft is phasing out the Teams wiki. One option for Teams notes remains OneNote. This post is not about either of those approaches. If an organizer adds notes, e.g., an agenda or meeting notes, to a Teams meeting entry from the Teams calendar blade, those notes can be reached through searching the Microsoft 365 portal. They appear as a Loop component. 1. Where is the content stored? Is it accessible for offline backups? Can it be preserved for eDiscovery? 2. What exactly are Loop components? None of the MSFT pages clarify that. They appear to be structured content that is subject to M365 permissions but not limited to a traditional Office app. Is that accurate? If so, again, where is the content stored? For example, how can it be searched as eDiscovery?Solved3.1KViews1like1Comment
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