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。Part 7: Copilot Pages × Teams — One Screen, No More Switching
Switching apps kills meetings. Silence. Dead air. Mistakes. The cure? One screen. Copilot Pages × Teams = Zero switching. Prepare, run, wrap — all in Pages. “Open once, close with confidence.” In Part 6, I proposed a “Feedback Dashboard” to connect users and Microsoft in continuous improvement. Now in Part 7, let’s face the toughest meeting problem: constant app switching. On the other side of the screen, nobody sees what’s happening — only waiting and broken focus. The solution is simple: don’t switch at all. Copilot Pages becomes the single cockpit for meetings: 1.Before — prepare everything in one Page. 2.During — dynamic sidebar and Teams control box. 3.After — results sync back automatically. Benefits • No more “Where’s the file?” moments. • No more dead air while someone fumbles with apps. • Teams and Pages finally feel like one seamless cockpit. In short: “Open Pages, run the meeting, close with confidence. No more switching.” Part One ends here — but my challenge to Microsoft is far from over. 第7弾：Copilot Pages × Teams ― アプリ切替ゼロの会議体験 会議を止めるのは、アプリ切替。 沈黙、待ち時間、ミス。 解決はシンプル。画面はひとつ。 Copilot Pages × Teams = 切替ゼロ。 準備も進行も振り返りも、Pagesで完結。 「沈黙ゼロ、切替ゼロ。Pagesを開けば、会議は止まらない。」 第6弾では「Feedback Dashboard」を提案し、ユーザーとMicrosoftが共に改善できる仕組みを描きました。 そして第7弾は、会議で最も深刻な問題に切り込みます。 アプリの切替による混乱とミス です。 参加者には見えない沈黙と待ち時間。 操作ミスが重なり、会議の流れが止まる。 解決策はただひとつ。切替をやめること。 Copilot Pagesを会議の“司令塔”にする： 会議前 ― 議題や資料をPagesに集約して準備。 会議中 ― 動的サイドバー（第3弾）と「Teams操作BOX」で進行を制御。 会議後 ― 成果は自動でTeamsチャネルに戻る。 効果 • 「ファイルどこ？」が消える。 • アプリ切替の沈黙がなくなる。 • TeamsとPagesが完全に融合し、ひとつの司令塔になる。 一言で言えば： 「沈黙ゼロ、切替ゼロ。Pagesを開けば、会議は止まらない。」 第1部はここで一区切り。 でも、Microsoftへの挑戦はまだ終わらない。Part 00 Extra: Criticism is Noise, Creation is Voice — See the People, Copilot Too
Recently, my Part 00 post was automatically hidden by the system. Even after revising the wording and reposting, it still didn’t appear — until I contacted support and they helped publish it. I felt disappointed and frustrated. Many posts online tend to be negative or complaint-based. But my intention was different. I’m someone who isn’t fully comfortable with digital tools. That’s exactly why I want to help create a world where older or less-experienced users can also shine in the digital era. It’s easy to filter by words. But when you try to describe the background, the problem, and the path to improvement, you’ll inevitably use words that may sound “negative.” If that alone stops voices from being heard, meaningful feedback disappears. In fact, this Extra chapter was originally planned to be posted earlier. However, Part 5 and Part 6 also got held in approval — a small “incident.” Before we turn voices into culture, those voices were stopped right at the entrance. Perhaps this, too, is a small design blind spot. The important thing is to judge not by words, but by people. That applies not only to Moderation, but also to the UX design of Copilot itself. Criticism is noise. Creation is voice. Turning these voices into culture — that’s what changes the future. This is not a complaint, but a question for building a better culture. I create with you. 👉 Next: Main Story, Part 7 — stay tuned. 00弾 外伝：批判はノイズ、創造は声 ― 人を見よ、Copilotも 先日、私が投稿した00弾が自動システムの判断で一時的に非公開になった。 言葉を見直して再投稿しても掲載されず、サポートに連絡してようやく公開された。 私は、残念で悔しかった。 確かに、多くの投稿は苦情やネガティブなものが多いのかもしれない。 しかし、私の声は違う。 私はデジタルに不慣れな立場だ。 だからこそ、年配者や初心者でもデジタル世界で輝ける世界を作りたいと願っている。 ワードで縛ることは簡単だ。 しかし、背景や問題点、改善点を語る文章には、どうしても“ネガティブに見える言葉”が含まれる。 それだけで声が届かないのでは、意味ある意見が消えてしまう。 実際、この外伝も本来はもっと早く投稿する予定だった。 ところが、第5弾と第6弾までもが承認待ちで止まる“小事件”が発生。 つまり、「声を文化にする」前に、文化の入口で声が止められるという、ちょっとしたパロディのような出来事になった。 これもまた、“設計の盲点”として受け止めたいと思う。 大事なのは、言葉ではなく人を見て判断することだ。 それはModerationだけでなく、CopilotのUX設計にも言えることだ。 批判はノイズ、創造は声。 この声を文化にすることこそが未来を変える力だ。 これは愚痴ではなく、文化をつくるための問いかけだ。 俺は、君たちと創る。 次回：本編第7弾。お楽しみに。
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.
We 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.Part 00: Beyond Team Pride — Copilot Pages as the True Entry Point
In Part 0, I shared my personal motivation from an education experience. Building on that, here I want to highlight another reason — the fragmentation of Microsoft 365. The Problem The boundaries between apps are too strong, so to users they appear as completely separate worlds. The Challenge If this siloed culture continues, even new features will not solve the root issue — they will only add more complexity. My Proposal (Parts 1–3) That’s why I made my proposals in Part 1–3: Part 1: Simplify Copilot fragmentation Part 2: Vertical navigation to prevent getting lost Part 3: Dynamic sidebar for meetings Feasibility This is not an impossible idea. With Graph API and Fluent UI, plus existing side panels (e.g., Teams), unified lists, switching, and a meeting sidebar can all be implemented. It’s mainly integration and UX alignment, which makes it low-cost and high-impact. My Ask So please, prioritize user experience over team pride. If Copilot Pages becomes the true all-in-one entry point, Microsoft’s technology will shine even brighter — and users will finally say: “This is exactly what we’ve been waiting for.” 👉 Next: Part 4, “Thoughts Under a Cloudy Sky”, to explore the future vision. 00弾：メンツよりユーザー体験を ― Copilot Pagesを入口に 0弾では、自分の教育体験からの“きっかけ”を書きました。 その延長線上で、もう一つの理由――Microsoft 365の分断問題について整理します。 Microsoftの問題点 アプリごとの境界が強すぎて、ユーザーからは“別々の世界”に見えてしまう。 Microsoftの課題 この「縦割り文化」が続けば、新機能を出しても根本的な解決にはならず、かえって複雑さを増すだけです。 私の提案（第1〜3弾） だからこそ私は、第1弾〜第3弾の提案を出しました。 第1弾：Copilot乱立の整理 第2弾：縦スクロールUIで迷子防止 第3弾：会議UXの進化（動的サイドバー） 提案実現の可能性 これは実現不可能な話ではありません。 Graph API と Fluent UI、そして既存のサイドパネル（例：Teams）を組み合わせれば、統一リスト／切替や会議サイドバーは実装できます。 要は 統合とUX整理 であり、低コスト・高効果です。 最後にお願い どうか、メンツよりユーザー体験を最優先にしてください。 Copilot Pagesが本当のオールインワン入口になれば、Microsoftの技術はさらに輝き、ユーザーはこう言うでしょう。 「これこそ、私たちが求めていたものだ」と。 👉 次は第4弾、「曇り空に想うこと」 で、さらに未来像を描きます。
Change 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! BrianCopilot 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.
CoPilot Agents Misinform About Capabilties
When I'm creating and describing what I'd like a new CoPilot "Agent" to do, it confirms that it will "search" my microsoft email account, and says it can "send" emails, but when asked to test these agents after creation, it delays and stalls and says it is "searching" my email etc.. Only to finally admit after me badgering it repeatedly, that it does NOT have the abilty to scan/search my email and that it CANNOT send email or create documents. Why do these agents misinform me about their capabilities?
