Microsoft 365 Copilot licensing confusion
In the SharePoint Agent preview (ended in October 2025), Microsoft permitted unlicensed users to access SharePoint agents. I guess the reason for it was to enable organizations to evaluate agent functionality and provide feedback before licensing and billing requirements were applied (?). After the preview period concluded, it now seems that all users are required to have a Microsoft 365 Copilot Add-On license to interact with SharePoint agents. Users with, for example, a Microsoft 365 E3 license can only access the free version of Copilot (Copilot Chat), but do not have interaction privileges with SharePoint agents. A while ago, one of our CSP partners recommended us to buy a capacity pack and set up pay-as-you-go billing. In their opinion, this would replace the need for the Microsoft 365 Copilot Add-On license. However, we do not want to buy these expensive package unless we know for sure that this is the case. Can anyone answer the question: Does using a capacity pack and pay-as-you-go billing override user license requirements? Thank you ❤️
SharePoint Knowledge Agent Vs Power automate AI builder
If we want to classify, summarize and extract key info from documents uploaded/edited inside a SharePoint document libraries. seems we can do this using AI builder inside power automate which get triggered when add/edit a document or using the Knowledge Agent, mainly the "Organize this library" option. can any one advice when you use each?So many different CoPilots - confusing, unproductive
I think we have all learned that CoPilot is a brand, a suite of tools. That probably makes sense from Microsoft perspective, but it is confusing as heck for end users or people trying to roll out CoPilot in a company. Products include: Sharepoint agents CoPilot desktop app Copilot in Office apps -- different copilots for PPT, Word, excel, Outlook CoPilot Studio - custom copilots (which by the way turn into "apps"???) Teams Copilot Researcher and Analyst Agents Prompting Coach Visual Creator What is even more frustrating is they don't all work together or in the same environments. I want to call my Sharepoint Agent from my Copilot, nope. I want my Custom Copilot to use Researcher (or vice versa even), not happening (despite Copilot giving me instructions on how it should). Meanwhile, in Anthropic-land, I setup an MCP service to integrate Claude and my to do app. Not without hiccups, but it works now. The whole Copilot ecosystem needs to get a lot more consistent and quickly or you are going to continue to loose users. PS - as i went to post this, I needed to select Tags -- there were 20 Copilot products to choose from!Pre-Flight Check The 5 Non-Negotiable SharePoint Cleanups Before Deploying Copilot
Microsoft 365 Copilot is only as good as the data it can reach. Before you let this powerful assistant loose in your SharePoint environment, it’s crucial to make sure your data foundation is clean, secure, and well-governed. Think of it as a pre-flight checklist — a series of must-do cleanups to ensure your Copilot deployment takes off smoothly. Here are the five non-negotiable SharePoint cleanups every organization should complete before deploying Copilot. https://dellenny.com/pre-flight-check-the-5-non-negotiable-sharepoint-cleanups-before-deploying-copilot/
Prologue — Microsoft Planet (Episode 0)
Welcome to a world not of code, but of connection. Here begins the story of the “Microsoft Planet.” A world where four great nations and countless app kingdoms coexist, connected by invisible roads and bridges of information. The Four Great Nations — Foundations of the Planet Upon the vast continent of SharePoint, four great nations stand as the backbone of this world: ・SharePoint Federation ・OneDrive Kingdom ・Z-Cloud Empire ・Outlook Union Each serves as a place of preservation, guarding the memories and history of the planet. The App Kingdoms — The Front Stage Excel, PowerPoint, Teams, Word... Each nation holds its own culture and purpose, sometimes competing, sometimes supporting one another, together shaping the rhythm of the Microsoft Planet. Its citizens grow, learn, and occasionally misunderstand one another — many of these missteps arise simply because they have yet to truly understand how the world works. Roads and Bridges — The Network of Flow The nations are linked by countless roads and bridges. Through these paths, information flows freely, connections emerge, and the planet begins to move as one. The Traveler and the Fairy And within this world walks a traveler — a seeker of understanding, journeying through the Microsoft Planet. Beside them floats a small, imperfect yet reliable companion: the Copilot Fairy. When the traveler asks a question, the fairy lights the path and quietly guides them forward. Thus begins the journey — a story of understanding that moves the heart of the Microsoft world itself. Author’s Note In this story, the primary “storage realms” are represented as SharePoint, OneDrive, Z-Cloud, and Outlook, in alignment with how users actually perceive them. Technically, these all exist atop SharePoint, but the narrative prioritizes the user’s perspective for clarity. Stories of the individual app kingdoms (Excel, Teams, etc.) will later appear as side tales within the same world. ※ This story is an educational narrative written from the perspective of a learner, depicting the world of Microsoft as seen by momotarou. While technical aspects are considered, the author prioritizes user understanding above all else. 0話 ― Microsoft星 序幕 ここは「Microsoft星」。 四つの大国と、数多のアプリ国が息づき、 道や橋で結ばれた、不思議な星である。 四つの大国 ― 星の基盤 この星を支えるのは、広大なSharePoint大陸の上に築かれた四つの大国。 ・SharePoint連合国 ・OneDrive王国 ・Zクラウド大帝国 ・Outlook連邦 それぞれが「保存先」として、星の記憶と歴史を守っている。 アプリ国 ― 表舞台 Excel国、PowerPoint国、Teams共和国、Word国――。 それぞれが独自の文化と役割を持ち、 時に競い、時に支え合いながら、Microsoft星の営みを形づくっている。 国々の住民たちは、成長を重ねながらも、時にすれ違う。 すれ違いの多くは、この星の仕組みを十分に理解できていないことから生まれていた。 道や橋 ― 交通網 国々を結ぶのは道や橋。 情報が流れ、連携が生まれ、星全体がひとつに動き出す。 旅人と妖精 この物語には、一人の旅人がいる。 Microsoft星を巡りながら、まだ見ぬ真実を探す冒険者。 その傍らには、完璧ではないが頼れる伴走者―― 小さな妖精コパイロットがいる。 旅人が問いを投げれば、道を照らし、静かに導いてくれる。 こうして物語は始まる。 星の仕組みをめぐる“理解の旅”が、いま静かに、しかし確かに動き出した。 解説 この物語では、主要な保存先をユーザーの感覚に沿って、 SharePoint、OneDrive、Zクラウド、Outlookとして描いています。 本来、これらはすべてSharePoint上に存在しますが、 物語の中ではユーザー目線を優先にして表現しています。 なお、各アプリ（Excel、Teamsなど）の物語は、後日、外伝として描きたいと考えています。 ※ この物語は、@momotarou が見た Microsoft の世界を、学び人の視点から描いた教育物語です。 技術的な面も考慮しつつ、筆者はユーザーの「理解」を最も重視して執筆しています。あらかじめご了承ください。The Instruction Story — Prologue
Microsoft 365 apps are incredibly powerful. Yet within their intertwined features and ever-evolving UX/UI, users often get lost — overwhelmed by complexity and constant change. As a result, many people stop trying to truly understand, relying instead on Excel alone. This isn’t just a workplace issue; it’s a challenge in classrooms as well, where learning often halts before understanding can take root. In my previous Tech Community post (Part 0), I wrote about the moment of “realization” — the instant when understanding clicks into place. That experience led me to a new experiment: A user’s manual told as a story — “The Instruction Story.” This story follows a traveler and a small fairy named Copilot, as they wander through the world of Microsoft 365 — sometimes lost, sometimes pausing — to learn how its structures and systems truly connect. At the end of this journey, you too may find yourself realizing something. What that is, we do not yet know. And so, The Instruction Story begins. I hope to grow this journey together with the people of Microsoft, as companions in understanding. ※ This story is written by momotarou, from a user’s perspective. Some parts may feel unusual from a technical standpoint, but it is written with the utmost respect for “understanding” as the heart of learning. 取説物語 ― まえがき ― Microsoft 365 の各アプリは非常に優れています。 しかし、その関係性や複雑に重なり合う機能、 そして進化し続ける UX/UI の中で、ユーザーは迷い、時に混乱し、気づけば迷子になりがちです。 その結果、多くの人々は理解することをあきらめ、Excel に依存し続けてしまう現状…。 各アプリの学びの中断は、職場だけではなく教育現場でも同じです。 以前、私は Tech Community の 0 弾で「理解するための気づき」について書きました。 それをきっかけに、私は新たな試みを始めようと考えました。 それが―― **物語としての取扱説明書『取説物語』**です。 この「取説物語」は、Microsoft 365 の世界を旅する“旅人”と、 小さな妖精“コパイロット”が、時に迷い、立ち止まりながら、 Microsoft の世界の仕組みや構造を学ぶ物語です。 旅の終わりには、あなたも何かに気づくかもしれません。 それが何なのかは、現時点ではわかりません。 では、取説物語の開幕です。 Microsoft の皆様と共に、この物語を育てていければと願っています。 ※ この物語は、@momotarou が見た Microsoft の世界を、学び人の視点から描いた教育物語です。 技術者や開発者の方から見ると、表現や構成に違和感を感じることもあるかもしれませんが、 筆者はユーザーの「理解」を最も重視して執筆しています。あらかじめご了承ください。Creating Work Instructions/Process from a video with Copilot
I'm looking to document a process in the most efficient way possible. Has anyone been able to use Copilot to interpret a video from Teams or a screen recording and have it create accurate work instructions? Would like to save time and avoid manually typing work instructions by potentially using Copilot to speed up this process. Any tutorials would be much appreciated.SharePoint Knowledge Agent Available in Preview (but where's the magic)
With not a little hype, Microsoft launched the SharePoint Knowledge Agent on September 18. Getting some AI help to organize sites sounds good, but only if the assistance delivered by the artificial intelligence does something useful. In this case, the agent generated some moderately interesting results without ever reaching the level of AI magic anticipated (and reported) by some. https://office365itpros.com/2025/09/25/sharepoint-knowledge-agent/
