What's difference creating Agent from Copilot page vs from Copilot Studio -> Copilot for M365?
Hello, I am learning about Copilot and was very confused by these two different ways to do it. My understanding is both are "Declarative Agents" which lets the Microsoft 365 Copilot do the most heavy lifting. Method 1. First way is to go to Copilot page and clicking 'Create an Agent' w3 Method 2: Going to Copilot Studio -> Agents -> Copilot for Microsoft 365 -> New Agent (Couldn't find a screenshot) Q1. Anyway, first, I created an Agent using the first Method 1 above, and now I see it on the Copilot page under 'Agents' section. However, when I go to Copilot Studio -> Agents -> Copilot for Microsoft 365, I don't see that Agent there. Is this normal and intended? Q2. Is an Agent created using the Method 1 only available to people who have Copilot license? (as long as they are shared; I see options are only me, anyone in the organization, and specific users in the organization) Q3. Could you please confirm agents created using either way above are both "Declarative Agents"? Sorry for the newbie questions in advance... I took the course MS-4010 and reviewed several posts but still confusing...
Copilot Agent with Salesforce
I am currently developing a custom agent in Microsoft Copilot Studio to streamline access to key information from our Salesforce sandbox, including Leads, Opportunities, I have successfully integrated Salesforce as a knowledge source using the Salesforce connector, authenticated via a service account with admin privileges in Salesforce. The integration is technically working as expected. However, I’ve encountered a security concern: At present, any user interacting with the Copilot agent can retrieve all data from Salesforce, regardless of their individual permissions in Salesforce. This appears to be due to the elevated privileges of the service account used for the connector. I would like assistance with configuring user-level access control within this integration. Specifically, I want to ensure that: Only authorized users can access specific Salesforce data through the Copilot agent. Users can only perform actions or retrieve records that their Salesforce permissions allow. Could you please guide me on how to properly implement permission scoping or data access control within Copilot Studio when using a high-privilege service account in the Salesforce connector?
Use Copilot with Microsoft ToDo
It would be great if I could have Microsoft Copilot Pro talk to and be able to query these few responses. 1. What are my important task that I am missing? 2. What task do I need to focus on in the next few days? 3. Look at this project/doc/sharepoint file and add additional task to my ToDo that isn't currently on my list.
I don't see conversation option in m365 chat
when i use this link https://m365.cloud.microsoft/chat?auth=2, which is m365 chat Vs Copilot.com. I do not see option for conversation where i can use mic to have a conversation with copilot. But when i use coiplot.com i see that option available. I tried to use copilot to figure it out but didn't get any answer which helped.
Copilot - Your education account is not yet supported
University sysadmin here. An increasing number of users with A5 licenses (Copilot Chat) are receiving the following error when trying to access https://copilot.microsoft.com/ "Continue as a guest or sign in with a personal account instead. Your education account <email address> is not yet supported." Is not impacting all users and seems to be transient. Cornell is also reporting the issue: https://itservicealerts.hosting.cornell.edu/view/7585 Workaround: User can sign in to Microsoft Teams and access the Copilot app without issue. -MattHow do I make an Agent available to my team? Is it possible even if they have no license?
Hi everyone, I have been learning Copilot and practicing for last few days. It's been fun and challenging (mainly due to different ways to create Agents) but have been getting used to it. However, I do have 2 questions I wanted to get a confirmation on. Question 1. I created and published an Agent using Copilot Studio page. How do I make it available in this 'Agents' section on the top right? Is it possible to make it available for myself for testing (production) then make it public for all of our team members? Question 2: Is it possible for team members without Copilot license to those agents too on this Copliot page above? I went to the agent i created/published on Copilot Studio, clicked Channels, and clicked 'Teams and Micorosft 365 Copliot' button. In there, I checked 'Make agent available in M365 Copliot' and saved + republished too but still not seeing it. I clicked 'See agent in Microsoft 365' which opened Copliot page and clicked 'Add' when it prompted me about the agent but nothing happened. I tried re-publishing as well but same result... Thank you very much in advance.Web Content toggle is now missing
Hi All- Starting yesterday, the toggle for "web content" in m365 Copilot has disappeared. And when searching for content, we see this alert: "Your organization has turned off web search. Copilot responses won't include the latest data from the web." No changes have been made on our end and we have the Cloud Policy for "Allow web search in Copilot" enabled. Anyone else having issues?
