For account managers running QBRs, is M365 Copilot enough or do you need workflow-specific agents?
Hi Microsoft 365 Copilot community, I’m trying to better understand how account managers and customer-facing teams are using Copilot for recurring business review workflows. Imagine you manage dozens of merchant or customer accounts. Every quarter, you need to prepare business reviews, summarize account performance, identify changes from the prior period, create executive-ready slides, recommend next actions, and send follow-up notes. For those of you doing similar work today: - Is Microsoft 365 Copilot enough for this workflow using prompts across Excel, PowerPoint, Word, Outlook, and Teams? - Where does the process still become manual or hard to repeat? - Do you need batch handling across many accounts, or is one account at a time enough? - How important is quarter-over-quarter history tracking? - Do you want outputs organized automatically in OneDrive or SharePoint so each account has a durable review history? - What would make this kind of workflow trustworthy enough for executive or customer-facing use? I’m especially interested in the business-user perspective: account managers, customer success managers, partner managers, sales operations, merchant services teams, and anyone who prepares recurring customer/account reviews. For context, we recently built a Microsoft 365 Marketplace agent called Merchant QBR AutoPilot that explores this pattern: batch QBR scorecards, PowerPoint outputs, OneDrive organization, and follow-up email drafts. But my main question is broader: what would you actually want Copilot or a workflow-specific agent to do for quarterly account reviews? Curious how others are approaching this.
Combining Project, Image, and Notebook Features for a Unified Experience
I'm currently using two different Copilot app experiences to manage my work, projects, and notebooks and each one excels in different areas while missing key capabilities found in the other. One app provides a much richer project management environment, with Tasks, true project folders, plugin connections, and the ability to embed instructions. The other offers a stronger, more fluid notebook experience, but lacks the depth and structure that the project-focused app provides. Switching back and forth between these environments creates friction, especially when I want my projects and notebooks to live together in one unified workspace. The separation makes the workflow feel fragmented. There are also inconsistencies across creative and experimental features. One Copilot app uses Create for image editing, while the other uses Imagen. One includes Team of Advisors, while the other doesn’t. Different experiments appear in different places, and the overall experience feels split rather than cohesive. I’d love to see these capabilities brought together into a single, integrated Copilot environment. I would love to have one place where projects, notebooks, agents, experiments, and creative tools coexist. Additionally, the video creation experience could benefit from deeper AI integration. Clipchamp is functional, but it doesn’t yet feel like an AI‑accelerated workflow. A more advanced, model video tool would dramatically improve speed and creativity for users who rely on Copilot for content production. Finally, many of us want broader access to Cowork and more agentic capabilities. The ability to design or customize our own agents would unlock huge value, especially for users who depend on Copilot for complex workflows. Right now, I often have to go elsewhere to build agentic tools because Copilot doesn’t allow enough personalization or agent creation within its own ecosystem. Bringing these experiences together ... unified projects, enhanced notebooks, consistent creative tools, richer video AI, and expanded Cowork access would create a far more powerful and seamless Copilot environment for everyone.CoPilot account issue
Bot WC said: Based on the troubleshooting performed so far, the issue appears to be specific to your Microsoft account, as: Copilot is failing on multiple platforms (MacBook, iPhone, and web browser). The issue occurs in both normal and Incognito/InPrivate sessions. Your Microsoft 365 Personal subscription is active. Your Copilot credits are available. Another Microsoft account works normally on the same devices. At this point, I recommend reaching out to the Microsoft Copilot Technical Community, where account-specific Copilot issues can be reviewed by Microsoft moderators and specialists who can investigate service-side restrictions, account anomalies, or backend-related issues. Where can a specialist sort this for me?
The GPT 5.5 Think Deeper Model on Copilot is not responding
I have tried all possible troubleshooting methods to correct this issue but the GPT 5.5 Think Deeper model seems to not be working and the Microsoft Support team also was not able to provide any help on this issue. Can you suggest what possible issue it could be at my end and how to fix the same and this issue is being faced by everyone on my Microsoft 365 License Everytime I ask for a response from GPT 5.5 Think Deeper model I am getting the error message " Sorry, I wasn't able to respond to that. Is there something else I can help with? " And these are for AI commands that it had been responding properly before
After a week of heavy use, Microsoft 365 Copilot is creating more work than it saves
I am posting this publicly because I want to know whether other Microsoft 365 Copilot users are experiencing similar issues. Over the last week, Copilot has repeatedly created more work instead of reducing it. The recurring issues include: Failure to consistently use information that already exists within authorized Microsoft 365 content. Incomplete deliverables that require multiple rounds of prompting and manual assembly. Loss of context during longer conversations. Conversations becoming unresponsive with no practical recovery path. Assumptions presented as if they were verified facts. Deliverables requiring manual validation before they can actually be used. A recent example perfectly summarizes the problem. While helping me prepare Microsoft feedback, Copilot generated content that exceeded the destination character limit multiple times, even after being told the limit had already been exceeded. I repeatedly had to paste the content, discover the failure myself, return to Copilot, and request another correction. The user became the validator because the AI did not validate its own output before presenting it as complete. The larger concern is that this pattern appears across many workflows. The experience often looks like this: Request submitted. Incomplete answer returned. Missing information identified. Additional prompting required. Information is finally found. Consolidation requested. Additional omissions discovered. User assembles the final product manually. That is not productivity improvement. That is transferring research, validation, correction, consolidation, and quality assurance back to the user. I would appreciate input from other enterprise users: Are you experiencing similar issues? Have you found effective workarounds? Has Microsoft discussed planned improvements around context retention, workflow continuity, conversation recovery, enterprise grounding, response completeness, and validation? I have already submitted formal feedback through the Microsoft Feedback Portal and welcome discussion from users and Microsoft representatives.
Retention after deletion
We currently have no retention or deletion policy set for copilot chats. I'm aware that these are now seperate from teams chats. We are considering setting deletion to 6 months but this may take time to proceed through. If users manually delete chat logs in the meantime how long are they retained in any form by default?
New Copilot update has made a chat inaccessible
I am experiencing an issue with a Copilot chat that appears to have become inaccessible after a recent update where the . This happened since Friday 21st August. I first noticed when all of my chats were migrated except one chat which is no longer visible in my chat history. I am logged into the same Microsoft account for the chat that is missing on which I created it. I have tried searching for it on the desktop app and in the browser with no luck. By some chance I had a Chrome browser tab open from an older Copilot session, which shows the older Copilot UI and the chat is there. The chat is fully functional: I can open it, view its history, send new messages, and receive responses. But this chat only is visible in the old UI and cannot be accessed in the new Copilot experience. The URL cannot be copied and pasted into a new tab because it redirects the copilot.microsoft.com URL to copilot.com and goes to a blank chat. The problem is if I close this browser tab, it will not be visible anymore. I have tried on the desktop app, a fresh browser tab, a fresh browser using incognito mode and even on mobile and on all of those, the new Copilot UI/Experience loads up without the chat I need. As part of my troubleshooting on the old Copilot Experience, I moved the chat to a "Project". But now I am unable to move it out of the "Project" And the new Copilot experience doesn't have a "Projects" section but instead a "Notebooks" section and I can't find it there either. You can see in both screenshots the UI is different. Because the chat now is in a Project it has a URL in the format: https://copilot.microsoft.com/projects/{project-id}/chats/{chat-id} Opening this URL on other devices or browsers redirects to the new Copilot experience and starts a new chat instead of opening the existing Project chat. As mentioned before on the new Copilot experience, this chat cannot be found anywhere else, even in the list "Chats". I can confirm that this is the same Microsoft account since my other chats have synced correctly. I have tested the URL on other browsers too with the redirect issue. The Project chat remains accessible and functional only within the old Copilot session. The chat I need contains an active, ongoing project. Although it remains accessible in the current browser tab, I have no reliable way to reopen it elsewhere, and I am concerned that if the session is lost or if I have to restart my browser or PC, I may permanently lose access to the Project chat and its accumulated context. Could you please investigate whether this Project chat is associated with an older Copilot experience, a migration issue, or a synchronisation problem between Project chats and the newer Copilot interface? Thanks, JCopilot Chat Retention vs Memory: What Happens to Chat History Inferences?
How do Chat History inferences behave after tenant retention deletes the underlying Copilot interactions? Microsoft's documentation explains that: Saved Memories persist until explicitly deleted. Chat History personalization creates inferred details. Purview retention policies do not apply to Copilot Memory. What is unclear is the lifecycle of Chat History inferences when the Copilot interactions that originally contributed to those inferences are permanently removed by a tenant retention policy. Example: A tenant has a 60-day retention policy for Microsoft 365 Copilot interactions. Copilot infers user preferences from conversations. The source conversations are later removed due to retention. Does Copilot: Retain those inferred details? Recompute them from remaining conversations? Remove them because the source interactions no longer exist? Understanding this is important because users may experience changes in Copilot personalization without understanding why.
Copilot in OneNote cannot access content in sidebar (Microsoft 365 Premium)
a { text-decoration: none; color: #464feb; } tr th, tr td { border: 1px solid #e6e6e6; } tr th { background-color: #f5f5f5; } Hello everyone, I'm hoping someone from the OneNote or Copilot team can help with an issue that has prevented me from using Copilot in OneNote for approximately two months despite having an active Microsoft 365 Premium subscription. Issue Copilot can detect that a OneNote page is open, but it cannot access or read the contents of the page. For example, if I open a page named 1Cor4:1-16.onepart or create a brand-new test page, Copilot acknowledges that the page exists but responds with something similar to: "I can see that the file is open, but I cannot access the note contents." As a result, Copilot cannot summarize, analyze, answer questions about, or otherwise interact with the contents of the current page. Environment Microsoft 365 Premium (Personal Subscription) OneNote for Microsoft 365 Version 2608 Build 16.0.20326.20100 (64-bit) Windows Desktop Notebooks stored in and synced through OneDrive Troubleshooting Completed I have already performed extensive troubleshooting, including: Verifying my Microsoft 365 Premium subscription is active Verifying I am signed into the correct Microsoft account Signing out and back into Office and OneNote Confirming notebooks are syncing properly Updating Office and OneNote to the latest version Restarting OneNote and Windows multiple times Creating brand-new notebooks and test pages Testing across multiple days and sessions The issue is fully reproducible on both existing notebooks and newly created notebooks. Microsoft Support Findings I have already worked directly with Microsoft Support. A support technician remotely connected to my computer and reviewed my configuration. They confirmed that Copilot in OneNote should be functioning in my environment. During the support session they performed multiple troubleshooting and repair actions, including uninstalling and reinstalling components, repairing Office, and verifying account and licensing status. Despite all of this, the problem remained unchanged. The technician indicated that the issue appears to be on the Copilot/OneNote side rather than being caused by my local setup. Since they were unable to resolve it, they recommended that I post here in the Microsoft Tech Community to seek further escalation and visibility. Questions Has anyone else experienced an issue where Copilot can see the currently open OneNote page but cannot access the page contents? Is there a known service-side, provisioning, or feature-rollout issue that could cause this behavior? Is there a way to escalate this directly to the OneNote or Copilot engineering teams? At this point, I've been paying for the feature for roughly two months and have not been able to use the core OneNote Copilot functionality at all. Any assistance or guidance would be greatly appreciated. Thank you.Seeking Guidance on Microsoft 365 Copilot Adoption Support for an Enterprise Customer
Hi Everyone, We are a newly enrolled Microsoft partner currently working with a customer to accelerate Microsoft 365 Copilot adoption across their organization. We are exploring how we can best support the customer and would like to understand whether there are any Microsoft programs, resources, partner managers, or engagement channels available to help us collaborate with Microsoft on Copilot adoption opportunities. Could anyone advise on: The recommended Microsoft channel/team to engage for an enterprise Copilot adoption opportunity Any Microsoft programs or resources available to support customer adoption How partners can collaborate with Microsoft for customer-specific Copilot adoption support Any guidance on the appropriate Microsoft team, program, or point of contact would be greatly appreciated. Thank you!
