Getting Started with Copilot Studio: Your PAA & FAQ Guide
What is Microsoft Copilot Studio? Microsoft Copilot Studio is a low-code, graphical tool within the Power Platform used for building and conversational bots. It empowers users, even those without extensive technical backgrounds, to create sophisticated logic and connect to various data sources and services using prebuilt or custom plugins. Is Copilot Studio easy to use for beginners? Yes Copilot Studio is designed to be easy for beginners. You only need to describe the agent you want in plain language to start creating it. The platform uses a graphical, low-code interface that streamlines the process of defining instructions, knowledge sources (like documents), and conversation triggers, making it accessible to most users. What is the difference between Microsoft 365 Copilot and Copilot Studio? Microsoft 365 Copilot is an AI assistant that integrates across Microsoft 365 apps (Word, Excel, Teams, etc.) to enhance productivity. Copilot Studio, conversely, is a development platform used to build customised AI agents that are tailored to specific business goals or data sources. Copilot is the agent you use; Copilot Studio is the tool you use to build or extend agents. Do end-users need a specific license to use a Copilot I create? Yes, licensing for end-users depends on how and where the custom copilot is deployed. While development often requires a Power Platform or Azure subscription deploying the bot across an organization may require specific Copilot licenses for the end-users accessing the agent. Check the official Microsoft licensing documentation for your specific scenario. How can I add SharePoint data as a knowledge source for my Copilot? You can connect your Copilot agent to SharePoint data using the generative answers feature in Copilot Studio. The agent can search documents stored in a SharePoint document library. Be aware that there can sometimes be nuances with how attachments versus core document libraries are indexed, which the community is actively discussing in the forums. We hope this formatted FAQ helps you quickly find the information you need! If you have more questions, please use the discussion board to connect with the community.Connecting SharePoint Data to Copilot Insights A Complete Guide to Smarter Collaboration
AI is changing the workplace very fast than any other time. Using Microsoft 365 Copilot can help organizations get the true potential of their internal knowledge. SharePoint as the backbone of content and collaboration becomes even more powerful when connected to Copilot Insights. The integration between SharePoint and Copilot Insights gives the chance to users ask natural questions about their organization’s data and receive instant, intelligent answers, with no more digging through folders or chasing document versions. In this blog, we will walkthrough exploring why connecting SharePoint to Copilot Insights matters, how to configure your tenant for maximum success.Using Copilot in Loop Components for Seamless Collaboration
Collaboration has evolved dramatically in the modern digital workplace. Teams need intelligent tools to help them think, create, and build ideas together—no matter where they are. Microsoft Loop introduces a new, dynamic way to collaborate with live components that stay updated across apps like Teams, Outlook, and Word for the web. And with Copilot built into these components, teamwork becomes even faster, smarter, and more productive. This blog explores how teams can leverage Copilot in Loop Components to streamline workflows—and walks you through technical steps to get started today. https://dellenny.com/using-copilot-in-loop-components-for-seamless-collaboration/How do I automatically convert emails to tasks in Outlook using Copilot?
Definitely our mail inboxes get loaded faster than we can respond creating stress and important action items often get lost in the clutter, so get those emails turned into tasks automatically is not a dream and Microsoft Copilot makes this easier than ever. Making use of AI to streamline email management we can secure hours of productivity every week and ensure nothing slips. https://dellenny.com/how-do-i-automatically-convert-emails-to-tasks-in-outlook-using-copilot/
Microsoft copilot stops while giving a response.
Why is this happening? Is there a solution for this? It just stops while giving response. And it has happened several times. And you can't even give prompt to continue from there. You should restart it. Does anyone have a solution for this? and I have restarted and reinstalled it 1000 times.Microsoft Ignite 2025: The Dawn of the AI-Agent Era
Microsoft Ignite 2025 wasn’t just another tech conference — it was a redefinition of the modern workplace. Instead of incremental upgrades and predictable product updates, Microsoft used the event to signal the beginning of a new era: an agent-driven, AI-first workplace where intelligent copilots, governed automation, and deeply connected data systems form the backbone of how organizations operate. From massive transformations in Microsoft 365 to the emergence of fully governed AI agents with their own identities, Ignite 2025 delivered a bold roadmap. In this blog, we unpack the biggest announcements and explore why they matter — not just for IT leaders or developers, but for anyone who uses technology to get work done. https://dellenny.com/microsoft-ignite-2025-the-dawn-of-the-ai-agent-era/Analyzing Sales Data with Simple Natural Language Prompts in Copilot Excel
In today’s fast-paced business world, being able to efficiently analyze sales data is crucial for making informed decisions. Traditionally, this required advanced spreadsheet skills, experience with formulas, or even specialized data analysis tools. But with the introduction of Copilot in Excel, anyone—from beginner to expert—can now analyze data using simple natural language prompts. Instead of writing complex formulas or constructing pivot tables manually, users can simply type a question like, “Show me total revenue by region,” and Copilot does the heavy lifting. This transformation signals a major shift in how organizations and individuals work with spreadsheets. It gives non-technical users the ability to uncover insights that were previously either time-consuming or out of reach. In this blog, we’ll explore how Copilot in Excel works, how to use it for sales analysis, and why this new approach is a game-changer for data-driven decision making. https://dellenny.com/analyzing-sales-data-with-simple-natural-language-prompts-in-copilot-excel/How to Generate Formulas Using Copilot in Excel
In recent years, artificial intelligence has transformed the way we work in productivity tools, and Microsoft Excel is no exception. With the introduction of Copilot in Microsoft 365, users can now generate formulas, automate workflows, and analyze data with natural language commands. Instead of struggling to remember complex syntax or nested functions, Copilot acts as your intelligent assistant—interpreting your requests and building formulas for you. Whether you’re a beginner who always forgets how VLOOKUP works or a power user wanting to prototype formulas faster, Copilot offers an intuitive way to work smarter in Excel. In this guide, we’ll walk through how to generate formulas using Copilot in Excel, step-by-step, along with examples and tips on getting the best results. https://dellenny.com/how-to-generate-formulas-using-copilot-in-excel/Step-by-Step: Your First Data Analysis with Copilot in Excel
Data analysis has traditionally required a combination of technical skills, domain knowledge, and familiarity with complex Excel formulas. Today, Microsoft Copilot in Excel makes the process faster, more intuitive, and more approachable—even for beginners. Copilot works as an AI-powered assistant within Excel, helping you analyze spreadsheets, clean messy data, create insights, and build visualizations using natural language prompts. Whether you are new to data analysis or looking for smarter ways to explore information, this guide walks you through performing your first analysis using Copilot in Excel, step by step. https://dellenny.com/step-by-step-your-first-data-analysis-with-copilot-in-excel/Goodbye, Hours of Chart-Making: Hello, Copilot
Taking a neat table of numbers and turning it into a beautiful, insightful chart can feel like a chore. You know, clicking through menus, tweaking axis labels, and hoping you picked the right type of chart to tell your data’s story. It’s time-consuming, and for many people, it’s a stumbling block on the road to getting real value from their data. What if you could skip all that manual work? What if you could simply talk to your data tool and have it instantly whip up the perfect bar graph, line chart, or scatter plot? It’s a powerful change in how we interact with spreadsheets and data analysis platforms. This blog post will dive into how Copilot can automatically generate charts and graphs, making you a data visualization superhero with almost zero effort. https://dellenny.com/goodbye-hours-of-chart-making-hello-copilot/
