copilot in outlook
50 TopicsCopilot Connector with Windows, Google Drive
Copilot in Windows now allow connections with Google Drive, Google Calendar and Google Contacts. It also allows connection with personal accounts of Outlook and OneDrive. You can now get insights and prompt Copilot based on these connections. You can test it out and give feedback to Microsoft to further improve Copilot's connection with third-party applications. You can learn more here - https://blogs.windows.com/windows-insider/2025/10/09/copilot-on-windows-connectors-and-document-creation/9Views0likes0CommentsCopilot PRO won't put appointments in my agenda ... what's wrong?
Hallo everyone, Today i ask copied pro to put an appointment in my outlook schedule. Eetcafé me in message that it actually had put in this appointment but it did not! Does anybody know what what i am doing wrong? Greetings, Burtscull14Views0likes0CommentsWe need help solving a critical integration gap between Microsoft 365 Copilot and Salesforce.
The challenge: We want Copilot to access Salesforce data (including custom objects) while honoring each user’s Salesforce permissions—profiles, field‑level security, and sharing rules. Current out‑of‑box connectors don’t support this. Using an all‑access integration account is a compliance risk. Why it matters: Copilot is only valuable if answers are both accurate and secure. If a user sees data in Copilot they shouldn’t in Salesforce, that’s a governance nightmare. What we’re looking for: ✅ Support for custom objects & fields ✅ Enforcement of Salesforce profiles, FLS, and sharing ✅ Delegated user authentication (Entra ID ↔ Salesforce) ✅ Works with Microsoft 365 Copilot grounding Questions: - Has anyone implemented this successfully? - Is there a Microsoft or Salesforce roadmap for delegated auth in Copilot connectors? - Do you know a partner or expert who can build this securely? Let’s make Copilot + Salesforce both powerful and compliant.15Views1like0CommentsOutlook Prioritize Inbox missing from client
Hey everyone, Just wanted to check for enterprise licensed users if you have access to the 'Prioritize Inbox' feature in Outlook. Unfortunately, it hasn't appeared in our client yet, also it's missing from the admin message center (used to be visible there). We have plenty of users who could take advantage of this feature and yet it is nowhere to be found. I have reached out to our Microsoft contact, who had it enabled, and stated that it's coming... coming when? All best, Kamil102Views0likes4CommentsPart 5: Prompt Library + Slash — Building an All-in-One UX
TL;DR: Library = foundation, Slash = acceleration, 365 expansion = vision. The Problem We reuse the same prompts (summaries, draft replies, comparisons), but they get buried in chat history. Copy-paste is clumsy—especially for digital beginners. 👉As developers, we must design inclusivity + efficiency into Copilot. 1) Prompt Library in the Sidebar (for beginners, explained to developers) Save directly from chat Organize by category One-click insert Purpose: support beginners and seniors who struggle with bookmarks or copy-paste. For developers, this is the inclusivity baseline—without it, a large segment is left behind. 2) Slash Commands (for experienced users, including developers) /summary → instant draft in Word /diagram → structure in PowerPoint /reply → email text in Outlook Excel: handled via a command palette outside the cell (e.g., Ctrl+/) to avoid input conflicts. Why it matters (dev): Proven Loop “/” mechanism → technically low lift Keeps advanced users in flow High ROI: minimal engineering, massive UX payoff 3) Expand Slash Across Microsoft 365 Word, PowerPoint, Outlook, Excel. Unified command style = unified Copilot UX. 👉 That’s what makes Copilot the true all-in-one entry point. Why It Matters Inclusivity: Library ensures no one is excluded Efficiency: Slash preserves flow for advanced users Unified UX: consistent across all 365 apps Cost-effective: small feature, outsized impact 👉 Next step for devs: prototype Library (save/insert) + basic Slash picker in Word, using the Loop “/” pattern. Dogfood, then fan-out. Stay tuned — Part 6: “Microsoft, let’s move forward together!” ✅ 第5弾:プロンプトライブラリ+スラッシュ ― オールインワンUXへの布石 要点: ライブラリ=基盤、スラッシュ=推進力、365展開=未来像。 課題 「また同じプロンプト使いたいのに、どこだっけ?」 要約、返信下書き、比較…。気づけばチャット履歴に埋もれ、コピペ探しの旅に。 特に初心者やシニアには、この“コピペ頼み”が大きな壁になります。 👉 Copilotが“入口”を名乗るなら、ここを放置するのは致命的。 解決の二本柱 ① サイドバーのプロンプトライブラリ(弱者を救う基盤) チャットから直接保存 カテゴリ整理 ワンクリック呼び出し 「ブックマーク?コピペ?」で迷う層を置き去りにしない。 開発者にとってはこれは包括性の最低ライン。 ② スラッシュ呼び出し(経験者を加速する推進力) /要約 → Wordで即ドラフト /図解 → PowerPointで構造化 /返信 → Outlookで定型文展開 Excelは「セル外コマンドパレット(例:Ctrl+/)」で衝突回避すれば十分対応可能 既にLoopで実証済みの「/」を流用できる。 👉低工数・高ROIで、経験者はフローを途切れさせずに走り続けられる。 ③ 365全体への展開(未来を形づくるビジョン) Word、PowerPoint、Outlook、Excelで共通の操作スタイル。 👉Copilotを真のオールインワン入口に。 なぜ重要か 包括性: ライブラリで誰も取り残さない 効率性: スラッシュで流れを止めない 統一感: 365全体で同じUX コスパ: 小さな実装で大きな効果 ライブラリ=基盤、スラッシュ=推進力、365展開=未来像。 次回、第6弾は 「Microsoftよ、ともに行こう!」18Views0likes0CommentsCopilot Agent - assigning permissions to apps like Outlook and OneDrive
I'm trying to create an agent to do the following: - Automate the process of creating an email addressed to XXX - Attach the most recent file from OneDrive without renaming the file. - Prompt the user for a subject line before sending the email. - Only send the email after the subject line is provided by the user. - Launch the agent when the user enters the prompt 'XXX" - Ensure the attachment is not renamed during the process Copilot will create the agent, but does not send the email. Copilot tells me that the agent may not have access to Outlook to send the email. How do I assign permissions to a Copilot agent? All my searching over the last two hours has left me with no solution. Any assistance is appreciated. Thank you!41Views0likes1CommentChange Default for Copilot Automatic Room Rebooking Setting in Outlook?
My users with Microsoft 365 Copilot licenses have noticed a newer feature that automatically rebooks meetings with an alternate room if the selected room is unavailable. It appears that this setting is on by default and can be turned off on a per case basis when a new meeting event is being scheduled. Is there a way to turn it off by default and allow people to enable it when a new calendar item is being created instead? Here is what it looks like for me in Outlook. I can click on Edit from the new meeting window and turn it off for a single event. I haven't found a way to change that default behavior. Has anyone found a way to adjust this? Thank you! BrianSolved2KViews4likes8CommentsCopilot Chat vsus. Microsoft 365 Copilot What's the difference?
While their names sound similar at first glance - Microsoft 365 Copilot and Microsoft 365 Copilot Chat - they differ in several aspects. And more importantly, one can't be without another. What is Microsoft 365 Copilot Chat? First since first. Microsoft 365 Copilot Chat is also called Copilot Chat. Copilot Chat generates answers based on web content, while Microsoft 365 Copilot is also grounded on users' data, like emails, meetings, files, and more. Since January 15, Microsoft 365 Copilot Chat is available for everyone. Everyone in organizations. Also customers with a Microsoft 365 Business Basic subscriptions can enjoy using Copilot Chat securily. The screenshot below shows how Copilot Chat looks like and highlights its main capabilities. Note that EDP - Enterprise Data Protection is available. What is Microsoft 365 Copilot? Microsoft 365 Copilot is an add-on available for specific Microsoft 365 Subscriptions: Microsoft 365 E3, E5, A3, A5, and Business Standard & Premium. It includes Copilot Chat in addition to other Copilot features: Microsoft 365 Copilot also includes a chat grounded on users' meetings, emails, chats, and documents. It integrates into Microsoft 365 apps, like Outlook, Teams, Word, Excel, and more. It brings the capability to create agents and additional Copilot management features such as SharePoint Advanced Management and Copilot Dashboard. The screenshot below shows how the Copilot chat experience for those users who got the Microsoft 365 Copilot license. Note that EDP - Enterprise Data Protection is available here too. Copilot Chat can be pinned in MS Teams and MS Outlook as App. How can I access Microsoft 365 Copilot Chat? Copilot Chat is nowadays accessible via m365copilot.com using your Entra account. In contrast to Microsoft 365 Copilot licensed users, Microsoft 365 Copilot Chat users cannot see, by default, Copilot Chat pinned on the Microsoft 365 homepage. Microsoft 365 Copilot Administrators will have to pin the chat in the admin center so it is easy for Copilot Chat users to access it. What's the difference? There are some aspects, such as licensing requirements, subscription fees, data sources, or access to organization content, that determine the differences between Copilot Chat and Microsoft 365 Copilot. I have listed it in the screenshot below. 👇 Image showing a 3-column table: Aspect, Microsoft 365 Copilot Chat, and Microsoft 365 Copilot.Solved29KViews31likes34CommentsOutlook Immersive Search with Copilot: Per-User License Required or Tenant-Wide?
Microsoft Outlook is introducing Immersive Search with a Copilot side pane that provides AI-generated summaries from emails, Teams messages, and documents after a search. Rolling out worldwide from late September to October 2025, this feature is on by default, requires no admin setup, and is available to Copilot-licensed tenants. https://admin.microsoft.com/#/MessageCenter/:/messages/MC1130610 But I need clarification on licensing. Summary: "Available to Copilot-licensed tenants." Introduction: "Available only to tenants with Copilot licenses." Key details: On by default, no admin setup or controls; appears after search. Question: Does this require individual Microsoft 365 Copilot licenses per user, or is it accessible to all users tenant-wide once the org has Copilot licenses? Appreciate insights from Microsoft or admins. Thanks!38Views0likes0CommentsPart 3: Dynamic Sidebar for Team Meetings
In Part 2, I focused on the vertical sidebar UX for personal work — helping individuals stay organized and avoid confusion. But in meetings, the challenge is even bigger: participants open different files, the view fragments, and the team quickly loses alignment. I’ve tested this myself by lining up apps in the current sidebar. But that model is essentially personal: files still open in separate windows, there is no unity, and meetings feel disrupted. That’s why Part 3 introduces a dedicated dynamic sidebar for meetings. With Copilot Pages as the hub, this sidebar integrates all participants’ files into one vertical scroll: Shared visibility – instantly see what others are viewing. No interruptions – because all participants’ files are shared, there’s no need to stop and search. Continuous flow – no screen switching; one unified view where discussion never derails. The breakthrough is clear: you never have to close the meeting screen. All participants’ files remain visible, and even files opened later are added automatically without disrupting the presenter. Benefits Meetings run without disruption; context is never lost. Alignment is automatic: the entire team stays in sync. This is not a minor UI tweak — it redefines how meetings work. 👉 In short: “Dynamic Sidebar → Zero interruptions. Meetings with full unity.” If you agree, please give it a like. 👉 Next time, I’ll share my thoughts on how we should approach learning Microsoft 365. 第3弾:会議の一体感を生む ― 動的サイドバーの提案 第2弾では、個人ワークにおける縦型スクロールUXを取り上げ、整理しやすく混乱を防ぐ方法を提案しました。 しかし会議になると課題はさらに大きくなり、参加者ごとに異なるファイルを開いて全体の足並みが乱れてしまいます。 私自身も、既存のサイドバーにアプリを並べて試してみました。 しかしこれはあくまで「個人用」の仕組みで、ファイルは別ウィンドウで開いてしまうため一体感がなく、会議中に分断が生じてしまいます。 だからこそ必要なのが、**会議専用の「動的サイドバー」**です。 Copilot Pagesを母艦とし、参加者全員のファイルを一つの縦スクロールに統合することで、会議画面を閉じることなく、常に同じ視界で情報を共有できます。 共有視界 – 誰がどの資料を見ているか全員が把握できる。 中断防止 – 全員のファイルが共有されているため、探すという中断がなくなる。 途切れない進行 – 会議画面の切り替えがなく、常に同じ視界でストレスなく議論を続けられる。 最大の進化はこれです。会議画面を一度も閉じる必要がないこと。 さらに途中で開いた資料も自動的に追加されるため、進行を妨げません。 効果 会議の流れが止まらず、文脈を見失わない。 全員が常に同期し、足並みが乱れない。 これは単なるUI改善ではなく、会議のあり方そのものを変える提案です。 👉 一言で言えば: 「動的サイドバー → 中断ゼロ、会議の一体感を実現」 共感いただける方はぜひ「いいね」をお願いします。 👉 次回は、Microsoft 365の学び方・教育に関する私の想い を書きたいと思います。26Views0likes0Comments