copilot in teams
97 TopicsCoPilot 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?6Views0likes0CommentsPart 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。5Views0likes0CommentsHow to add links to external docs in CoPilot Studio
Hi as a rank amateur, I am trying to develop a copilot agent that will display links to external reference documents that will contain more information than the co pilot knowledge answer. All the docs are held in various SharePoint sites. However I try to insert links in the knowledge documents, they will not display in the copilot agent. I have tried hyperlinks, raw urls, and trying to create a seperate heading for the references but nothing seems to make them appear in the agent answer. Can anyone help before I loose anymore hair from my fast receding hairline 😁😁18Views0likes0CommentsChange 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! Brian1.7KViews4likes6CommentsDeleting AI developed meeting recaps
Hello, We have recently begun utilizing the meeting transcript and AI generated transcript functionality for our meetings. However, we can discuss potentially sensitive information on our calls and so we would like to understand how to delete the AI notes from the recap once we have had adequate time to digest and review. I can see how to delete the full transcript, but I do not see an option to delete the AI meeting notes. And we need to confirm that once deleted they are cleared for good and cannot be deemed discoverable. Thank you for help that anyone can provide.101Views0likes1CommentCopilot 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.Solved26KViews29likes33CommentsAsk Copilot Agent created using Copilot Studio about custom metadata
I created an Agent using Copilot Studio, and i define the source to be a SharePoint online site. The site contain a document library which contain custom column named "MCProjectLeadUse" of type People or Group, Now if i directly asked the agent about the MCProjectLeadUser for a document named "Salary.docx", i will get this reply that it can not find this custom column:- So the only way i find it to fix this, is to create a Power Automate, which accept the entered file name , and return the custom field as follow:- and call this power automate from the copilot, as follow:- but is there a more appropriate approach to do this? as doing this inside Power Automate, means that we are not fully benefiting from AI capabilities, but rather return the values inside structured power automate flows using the traditional none-AI approach. So what if we add new custom column? or remove existing columns? can not we force the Agent to understand those custom properties out of the box? instead of using power automate? Thanks192Views0likes2CommentsHow to Collaborate Better with Copilot in Microsoft Teams
Microsoft Copilot is changing the way we work—especially within Microsoft Teams. It’s not just a chatbot or an AI assistant; it’s a productivity partner that helps you streamline communication, automate routine tasks, and make meetings more meaningful. Whether you’re managing projects, leading a team, or collaborating across departments, here’s how to get the most out of Copilot in Microsoft Teams. https://dellenny.com/how-to-collaborate-better-with-copilot-in-microsoft-teams/36Views0likes0Comments