integrations and third-party tools
77 TopicsCopilot in OneNote cannot access content in sidebar (Microsoft 365 Premium)
a { text-decoration: none; color: #464feb; } tr th, tr td { border: 1px solid #e6e6e6; } tr th { background-color: #f5f5f5; } Hello everyone, I'm hoping someone from the OneNote or Copilot team can help with an issue that has prevented me from using Copilot in OneNote for approximately two months despite having an active Microsoft 365 Premium subscription. Issue Copilot can detect that a OneNote page is open, but it cannot access or read the contents of the page. For example, if I open a page named 1Cor4:1-16.onepart or create a brand-new test page, Copilot acknowledges that the page exists but responds with something similar to: "I can see that the file is open, but I cannot access the note contents." As a result, Copilot cannot summarize, analyze, answer questions about, or otherwise interact with the contents of the current page. Environment Microsoft 365 Premium (Personal Subscription) OneNote for Microsoft 365 Version 2608 Build 16.0.20326.20100 (64-bit) Windows Desktop Notebooks stored in and synced through OneDrive Troubleshooting Completed I have already performed extensive troubleshooting, including: Verifying my Microsoft 365 Premium subscription is active Verifying I am signed into the correct Microsoft account Signing out and back into Office and OneNote Confirming notebooks are syncing properly Updating Office and OneNote to the latest version Restarting OneNote and Windows multiple times Creating brand-new notebooks and test pages Testing across multiple days and sessions The issue is fully reproducible on both existing notebooks and newly created notebooks. Microsoft Support Findings I have already worked directly with Microsoft Support. A support technician remotely connected to my computer and reviewed my configuration. They confirmed that Copilot in OneNote should be functioning in my environment. During the support session they performed multiple troubleshooting and repair actions, including uninstalling and reinstalling components, repairing Office, and verifying account and licensing status. Despite all of this, the problem remained unchanged. The technician indicated that the issue appears to be on the Copilot/OneNote side rather than being caused by my local setup. Since they were unable to resolve it, they recommended that I post here in the Microsoft Tech Community to seek further escalation and visibility. Questions Has anyone else experienced an issue where Copilot can see the currently open OneNote page but cannot access the page contents? Is there a known service-side, provisioning, or feature-rollout issue that could cause this behavior? Is there a way to escalate this directly to the OneNote or Copilot engineering teams? At this point, I've been paying for the feature for roughly two months and have not been able to use the core OneNote Copilot functionality at all. Any assistance or guidance would be greatly appreciated. Thank you.88Views0likes1CommentCopilot Call Delegation Does Not Work with Compliance Recording Applications
Hello, I was able to isolate an issue related to Copilot Call Delegation and compliance recording applications. We have successfully configured Copilot Call Delegation and confirmed that it functions as expected in a standard Teams Phone environment. However, when a compliance recording application is assigned to the user, Copilot Call Delegation no longer works correctly. The Copilot delegate does not join or participate in the call as expected. Has anyone else encountered this behavior? Is there a known limitation, compatibility issue, or recommended configuration when using Copilot Call Delegation alongside Teams compliance recording solutions? Any guidance from the Microsoft product team would be greatly appreciated. Thank you.54Views0likes1CommentSeeking Guidance on Microsoft 365 Copilot Adoption Support for an Enterprise Customer
Hi Everyone, We are a newly enrolled Microsoft partner currently working with a customer to accelerate Microsoft 365 Copilot adoption across their organization. We are exploring how we can best support the customer and would like to understand whether there are any Microsoft programs, resources, partner managers, or engagement channels available to help us collaborate with Microsoft on Copilot adoption opportunities. Could anyone advise on: The recommended Microsoft channel/team to engage for an enterprise Copilot adoption opportunity Any Microsoft programs or resources available to support customer adoption How partners can collaborate with Microsoft for customer-specific Copilot adoption support Any guidance on the appropriate Microsoft team, program, or point of contact would be greatly appreciated. Thank you!38Views0likes0CommentsFile Share Connector users not mapping
Hi everyone, In need of some help here. I've setup an on-prem file share connector following this guide: https://learn.microsoft.com/en-us/microsoft-365/copilot/connectors/fileshare-connector I can see the indexed items in my test folder, but, we can't crawl that data because the users are not mapping for some reason. I've been testing using the NTFS file permissions option. Has anyone had any success with using this option to sync/map users to the connector? If so, what were the requirements? The users are AD to entra id connect synced and the group I created is also AD to entra id connect synced as well. I applied ntfs perms to the test folder directly using the synced identity and tried using the group and the full crawl still does not populate users. I am not using nested groups neither. I also tried removing built-in groups such as administrators, authenticated users, etc. I've had a ticket open for weeks with Microsoft now with no answers.277Views1like4CommentsCan Copilot help create development plan suggestions after a review?
After performance reviews, we want managers to turn feedback into practical development plans, but the quality is inconsistent. Some managers write clear next steps, others keep it very generic. Has anyone used Copilot or another AI workflow to suggest development actions based on review feedback, goals, or competencies? Could I build an agent specific to this? Could I create a subskill that standardizes this? Should I go for something third party?82Views0likes2CommentsError Exporting Solution - Copilot Studio Agent with Confluence MCP “search” Tool
Hi all, I'm running into an issue when trying to export a solution that contains an agent built in Copilot Studio using the Confluence MCP “search” tool (Rovo search). I’m hoping someone can help clarify whether additional steps are required, or if this is a product limitation/bug. Scenario I’m building an agent that uses the Confluence MCP connector, specifically the Rovo “search” tool, combined with agent instructions to filter a specific Confluence space. Everything works fine in my developer environment, and now I’m preparing to move the solution to QA. However, I'm blocked at the export step. Steps I Followed Created the agent Added and configured Confluence MCP Selected only the “search” tool Set up agent instructions Created a new solution Added the agent to the solution Exported the solution Received the following error: Solution "xxxxxx" failed to export: Exporting connection reference <masked_connection_reference_id> for a custom connector requires the custom connector to be added to a Dataverse solution. Please add connector <masked_connector_id> to a solution and retry. What I Already Checked When I added the agent to the solution, only the Connection References were added automatically — no Custom Connectors were included. So, I manually added the Confluence MCP Custom Connector to the solution. Despite doing so, the export still fails with the same error. Additional Observations If I create a similar agent that uses only the searchConfluenceUsingCql tool (not the Rovo “search” tool), the solution exports without issues and I can successfully import it into QA. This makes me suspect that the problem is specific to the Rovo “search” capability in the MCP. Question Has anyone encountered this before? Do different steps need to be followed when an agent uses the Rovo “search” tool in the Confluence MCP? Or could it be a known issue? Any guidance or workarounds would be greatly appreciated. Thank youuu!608Views1like4CommentsPrimary Proposal: Copilot as an AI Gateway
Problem Statement Advanced users increasingly encounter limitations in Copilot’s ability to: generate or modify complex VBA safely maintain architectural integrity in multi‑module systems perform multi‑step workflows inside Office apps handle file generation or structured content creation operate without overly restrictive guardrails provide specialized domain expertise (e.g., coding, data science, creative tasks) Competitors — even free tiers — often outperform Copilot in these specialized tasks, despite lacking Microsoft’s integration advantages. This creates a mismatch between user expectations and Copilot’s current capabilities. Opportunity Microsoft does not need to build every specialized AI capability internally. Instead, Copilot can become the trusted orchestrator that: Authenticates the user Understands the task Selects the best AI engine for the job Executes the task securely Delivers the result inside Microsoft applications This approach: reduces Microsoft’s infrastructure burden increases Copilot’s capability ceiling preserves enterprise security and compliance provides users with best‑in‑class results positions Copilot as the central nervous system of the Microsoft ecosystem Proposed Architecture: Copilot as an AI Gateway Identity & Security Layer (Microsoft) Copilot remains the authentication and authorization layer, ensuring: user identity data boundaries compliance logging enterprise governance Task Classification Layer (Copilot) Copilot determines: the user’s intent the domain (VBA, Excel, OneDrive, coding, creative, etc.) the required capability level the risk profile AI Routing Layer (Copilot) Copilot selects the appropriate engine: Microsoft models for general tasks Specialized third‑party models for advanced tasks Local models for privacy‑sensitive operations Domain‑specific engines (e.g., coding assistants, creative generators) Integration Layer (Microsoft Apps) Results are delivered directly into: Excel Word PowerPoint OneDrive Windows Teams Outlook This is where Copilot’s integration advantage becomes unbeatable. Benefits to Microsoft Reduced infrastructure burden Increased user satisfaction Competitive differentiation Enterprise trust Developer ecosystem growth Secondary Proposal: OneDrive User‑Choice Restoration Overview OneDrive’s increasing emphasis on automatic cloud storage, forced sync behaviors, and reduced local‑storage autonomy has created friction for advanced users and power workflows. While these defaults benefit casual users, they can unintentionally disrupt professional, technical, and offline‑critical workflows. Restoring user choice — even through advanced or hidden settings — would allow OneDrive to serve both mainstream and power users without compromising Microsoft’s cloud‑first strategy. Issues Addressed Forced Cloud Migration Can Break Application Dependencies Automatic OneDrive migration can cause: broken links missing references VBA failures sync conflicts unexpected file locks Especially in Excel/VBA environments and engineering workflows. Sync Conflicts Create Data Integrity Risks Automatic sync can introduce: partial uploads version conflicts corrupted files duplicate “ghost” versions These issues disproportionately affect advanced users. Offline‑Critical Workflows Are Undermined Forced cloud storage can result in: files unavailable offline delayed syncs “file not found” errors This disrupts field work, travel, and low‑connectivity environments. User Intent Is Overridden Automatic folder redirection and forced sync violate a core professional principle: Users should control where their files live. Enterprise and Power Users Need Granular Control Organizations and advanced users often need: selective sync local‑only folders per‑directory rules opt‑out flags Providing these options would dramatically reduce friction. Proposed Solution Introduce a User Choice & Advanced Control Panel for OneDrive, allowing: per‑folder sync control local‑only folder designation optional migration prompts clear visibility into file location enterprise policy overrides Outcome This complements the Copilot gateway proposal by ensuring the underlying file system behaves predictably — a prerequisite for reliable AI‑assisted workflows.55Views0likes0CommentsCopilot Feedback - Power User Experience Improvements
As a frequent Copilot user for technical discussions, architecture, governance, Microsoft 365, Power Platform, and problem-solving activities, I would like more control over the user experience. Copilot has become a daily productivity tool, but several UI and usability improvements would significantly benefit advanced users. 1. Allow Disabling Suggested Follow-Up Prompts The suggested replies shown below every response may be useful for new users, but for experienced users they often add little value and consume screen space. Please provide an option to: Disable suggested prompts entirely Adjust their frequency or aggressiveness Enable them only for new conversations or learning scenarios 2. Make '/' and '@' Shortcuts Configurable The automatic triggering of slash commands and @ mentions while typing can be disruptive and may interrupt or replace text unexpectedly. Please allow users to: Disable these shortcuts Configure alternative trigger characters Require a keyboard shortcut before activating them 3. Add a Power User Mode Consider introducing a dedicated Power User Mode featuring: No suggested prompts Reduced UI clutter Compact layouts Fewer interruptions while typing Advanced customization options A productivity-focused experience 4. Compact Conversation View Long technical conversations can become difficult to navigate due to excessive spacing and scrolling. Please provide: A compact view option Reduced vertical whitespace More conversation content visible on screen 5. Conversation Search Many conversations contain valuable information that users want to revisit later. Please add the ability to: Search within a conversation Search code snippets and formulas Search by date or topic Quickly jump to matching results 6. Pin Important Messages Allow users to pin key answers, code snippets, formulas, decisions, or reference messages within a conversation so they can be easily found later. 7. Enhanced Copy Experience For technical users working with Power Apps, Power Automate, SQL, PowerShell, and other technologies: One-click copy for all code and formulas Preserve formatting during copy operations Support copying multiple related blocks together 8. User-Defined Response Profiles Allow users to create and switch between response styles such as: Technical Troubleshooting Power User Learning Mode Executive Summary Architecture Review This would reduce the need to repeatedly explain personal preferences. 9. Memory Transparency and Management Allow users to: View all stored memories and preferences Edit or delete individual memory items Temporarily disable specific memories Understand which memories are influencing responses This would improve transparency and trust. Summary Copilot is evolving from a simple chat tool into a professional productivity platform. Providing greater control over the interface, shortcuts, suggestions, memory, and conversation management would allow experienced users to tailor the experience to their workflow while preserving the current experience for those who prefer more guidance. Thank you for considering these improvements.94Views1like2CommentsConfusion between Gemini and Copilot
Microsoft Copilot and Google Gemini are sending me mixed signals on whether MAI’s Phi (Microsoft’s on-device small language models) models support LoRA adapters or any sort of community fine tuning. Copilot is saying no, and Gemini is saying yes. I need to talk with real Microsoft engineers to confirm with Microsoft if their Phi models support LoRA adapters or not.90Views0likes1CommentCan I set up an automated employee recognition system with copilot?
My manager asked me to look into whether Copilot can help us build some kind of employee recognition program inside Teams. It could include anniversary and birthday recognitions, or even recognitions sent based on achievements and milestones? Can I connect it with Praise? Or set up automations with power automate? Am I overengineering something I can pawn of to something third party?79Views0likes2Comments