copilot in sharepoint
71 TopicsSpent hours trying to build an employee feedback workflow with Power Automate
Someone on our leadership team asked if we could set up a system where employees can give each other continuous feedback through Teams. I spent the last two days trying to build this with Power Automate + Forms + SharePoint and honestly its a mess. The form submissions dont tie back to employee profiles cleanly, theres no good way to aggregate feedback per person over time. Is there a more elegant way to handle continuous feedback within the M365 stack?3Views0likes0CommentsCopilot and DLP policy behaviours
Hi Copilot Brain Trust, Looking for some real-world experiences with Microsoft 365 Copilot DLP enforcement. We've implemented a DLP policy targeting the Microsoft 365 Copilot location with the action to prevent Copilot from processing content that contains our sensitivity label (restricted). The implementation is based on the following Microsoft documentation: DLP for Microsoft 365 Copilot: https://learn.microsoft.com/en-us/purview/dlp-microsoft365-copilot-location-learn-about Create DLP policies for Microsoft 365 Copilot: https://learn.microsoft.com/en-us/purview/dlp-microsoft365-copilot Microsoft documentation states that when a DLP policy blocks Copilot processing, protected content should not be processed or used in Copilot-generated responses (although citations may still appear). However, during testing we're observing scenarios where Copilot appears to access/process provide restricted snippet with file names from content that should be protected by the DLP policy. A few questions for anyone who has implemented this in production: Have you successfully validated DLP policies preventing Copilot from summarising sensitivity-labelled content? Are there any known delays between policy deployment and enforcement? Have you observed differences between Copilot Chat and Copilot experiences within Word, Excel, or PowerPoint? Are there any prerequisites, limitations, or known issues not currently reflected in the public documentation? I'm interested to hear whether others have seen similar behaviour or have successfully validated this scenario end-to-end. Thanks in advance.21Views1like0CommentsFeature Proposal: OS-level Intelligent Task Organizer (Windows + Copilot)
A Idea about Intelligent Tasks organizer, I have to remember a lot of things during the team meetings like what is been said (we'll schedule a call or follow up etc.,) and what has been communicated in the emails (I'll get back to you after 2 weeks, or call us after two weeks) , And notes that I took in the notepad, or notepad ++,or sticky notes, or word, or one note. I want to chronologically display tasks on the right hand side of the laptop screen just like sticky note and it shall display all tasks one by one, it shall remove tasks are already complete (email sent with confirmation). and arrange, adjust every few mins according to priority/time or user added priority. App shall display small icon (just like chat) upon clicking it shall display ordered list of tasks. and desktop apps like teams/note/word/notepad++,sticky notes can participate by default or other apps like notepad++ can be onboarded manually in to the app. You can use a local model which infers the meaning of “I’ll call you in two weeks” - who is “I”? you or them? “Let’s follow up later” - task or casual statement? “I sent it” - which task did this complete? You can use a local model such that Corporate Teams/Outlook access may allow by corporate policy. Need to put much emphasis on false positives if the app keeps inventing tasks. Do not need to bring big LLMs in to the picture for inference, because of corporate policies may not allow. Microsoft provides operating system,office 365, tools with copilot, the inference can be possible because of all apps/content can be accessible at os level. Problem: Users capture tasks across multiple tools: Teams meetings and chats Outlook emails Notes (OneNote, Notepad, Sticky Notes, Word) Tasks become fragmented, untracked, and often lost. Proposed Solution: A lightweight system-level task layer integrated with Windows + Copilot that: Core Features Automatic task extraction From Teams, Outlook, notes, and user text Example interpretations: “I’ll call you in 2 weeks” “Let’s follow up later” Context-aware inference (local model) Identify: Task owner (“I” vs “you”) Priority signals Deadlines Minimize false positives Chronological task timeline Tasks auto-organized by: Time Priority Recency Floating task panel (desktop UI) Docked widget (like Sticky Notes or chat bubble) Expand/collapse view Always visible option Automatic task lifecycle tracking Detect completion: “Email sent” “File shared” Remove or mark complete automatically Continuous re-prioritization Adjust every few minutes based on: New inputs Deadlines User behavior Privacy-first architecture Use local models (SLM) instead of large cloud LLMs Enterprise admin control for data access Why this matters: Millions of users manually track tasks across fragmented tools, losing productivity daily. This feature would unify task understanding across the OS and M365 ecosystem.39Views0likes0CommentsSo 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!784Views2likes8CommentsCopilot Studio Agent vs SharePoint subfolders
Hi community, We are exploring the Copilot Studio Agents and are running into some issues. When we add the root library of a SharePoint site the agent is able to search the documents within, however when using only a subfolder of the site as a knowledge source it can't find any documents. The agent response is: "I have searched the available knowledge base but could not find any instructions on "Subject XXX". I read it can take up to 24 hours to build the index for subfolders, however after 3 days of waiting the agent still can't find any documents. I've tried making a new agent directly adding the subfolder as a source. The permissions of the user configuring the agent are also correct and the user has full access to all the files. I've also tried working with subagents with no success either. Has someone else experienced the same and is it correct agents can't work properly yet with subfolders of SharePoint sites?Solved1.6KViews0likes2CommentsCopilot missing in Word, Excel and PowerPoint desktop apps of some users
Hi Everyone, At my company we're setting up copilot. After allowing access through the Admin Centers we've encountered various oddities. Some users can use the sharepoint/onedrive search functionality. But most can't. Some users have the Copilot button in some of their apps. There is no consistency in which app they get it. Some have it in word, others in excel, some in multiple, some in none. A handful of users have Copilot in all apps. Things like transcribe work fine everywhere. We switched intune to push Office apps with Current Channel instead of Semi-Annual, to no avail. We use M365 Business premium with the Teams phone standard addon.2.8KViews0likes1CommentCopilot Agent ALM and Knowledge Source Management Across Environments
Hello everyone, I currently have an agent in a Dev environment and want to deploy it to a second environment (e.g., Test or Prod). During deployment, we need to change the references to the knowledge sources. I’ve seen some articles where environment variables are used within Conversational Boosting topics to handle this, but I wanted to check if there is a supported or recommended way to manage or update knowledge source references from the Knowledge section itself to make them dynamic by using Environment variable? Any guidance or best practices would help. Thankyou.474Views0likes2CommentsCopilot + SharePoint Search: How AI Changes Information Discovery
Traditional SharePoint Search has always relied on keywords, filters, and user intuition. While it often assumes users know what they’re looking for and how it’s stored. With the introduction of Microsoft Copilot, SharePoint Search is undergoing a fundamental transformation from keyword-based retrieval to AI-driven information discovery. https://dellenny.com/copilot-sharepoint-search-how-ai-changes-information-discovery/318Views0likes1CommentMicrosoft 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 ❤️Solved893Views2likes4CommentsCopilot searching SharePoint inconsistent
I realize that using SharePoint search to search SharePoint works great, but noticed that many times I ask Copilot for information that I KNOW is in our SharePoint, the results are poor. As test, I searched for a simple last name of one of our team from SharePoint and got 80 or so results. When I asked Copilot to "give me a list of every file where xxxx is found", it came back with 6 results. Why the discrepancy and how do we go about making this more reliable?512Views3likes3Comments