integrations and third-party tools
65 TopicsUse Copilot with Microsoft ToDo
It would be great if I could have Microsoft Copilot Pro talk to and be able to query these few responses. 1. What are my important task that I am missing? 2. What task do I need to focus on in the next few days? 3. Look at this project/doc/sharepoint file and add additional task to my ToDo that isn't currently on my list.3.6KViews5likes2CommentsCan we enable Copilot in Azure Devops for AI assisted user story and test case generation?
I am currently using Copilot as an enterprise user for github copilot in VSCode and want to have copilot enable in Azure Devops so that it can assist in user story and test case generation. But i am not sure if it's even possible. Please let me know how can i achieve it?368Views5likes0CommentsClarity around the different types of connectors available for Microsoft 365 Copilot
Working with some of the largest and most technical of Microsoft's partners in the Global System Integrators (GSI) team, we are still often met with confusion around the different types of connectors available in M365 Copilot. While agent extensibility could easily be a full week or more of discussion topics and sessions, I wanted to spend a moment to focus specifically on some of the various types of connectors available to agent makers working with M365 Copilot. GRAPH CONNECTORS Graph Connectors play a crucial role in enhancing the knowledge scope of Microsoft 365 Copilot, by enabling the integration of external data sources into the Microsoft Graph. This integration allows Copilot to reason over a broader range of enterprise content, thereby improving the relevance and accuracy of responses to user queries. By ingesting unstructured business data through Graph Connectors, organizations can ensure that their critical content is indexed and accessible within Microsoft 365 Copilot. This process involves semantic indexing, which optimizes data retrieval and enhances the matching of search queries to content, providing more relevant results than simple keyword matches. The relevance of Graph Connectors to Microsoft 365 Copilot is particularly significant in the context of enterprise search and data utilization. Copilot leverages these connectors to access and summarize information from various external sources, such as third-party applications, databases, and cloud services. This capability allows users to find, summarize, and learn from their business data through natural language prompts in Copilot. For example, when a user asks Copilot to summarize recent communications or project updates, Graph Connectors enable Copilot to utilize relevant data from integrated sources, ensuring comprehensive and accurate responses. As an agent maker using M365 Copilot, one important consideration of Graph Connectors is that they offer high-performance operations, due to direct access to information via the Large Language Model (LLM). However, keep in mind that data accessed is not pulled from the external data sources in real-time, as the Graph Connectors sync this business data on a set schedule. Additionally, your operations will be limited to retrieval-based ("read only") tasks when interacting with externally-synchronized Graph data. It should also be noted that these types of connectors will work best for working with unstructured data. Moreover, Graph Connectors are not limited to Microsoft 365 Copilot; they also power other intelligent experiences within the Microsoft ecosystem, such as Microsoft Search and Context IQ. This extensibility allows users to hover over in-text citations to preview external items referenced in responses and dive deeper into the referenced content by selecting links at the bottom of Copilot responses. The ability to configure custom connectors and utilize pre-built ones further enhances the flexibility and utility of Graph Connectors, making them a valuable tool for organizations looking to leverage their external data within Microsoft 365. By integrating these connectors, organizations can ensure that their data is not only accessible but also actionable, driving better decision-making and productivity. POWER PLATFORM (FLOW) CONNECTORS Power Platform Connectors are integral to extending the capabilities of Microsoft 365 Copilot by enabling seamless integration with various external applications and services. These connectors act as proxies or "wrappers" around APIs, allowing Copilot to interact with other apps and services within the Microsoft ecosystem and beyond. By leveraging Power Platform connectors, users can connect their accounts and utilize prebuilt actions and triggers to build sophisticated workflows and applications. This integration enhances Copilot's ability to retrieve and process data from diverse sources, thereby providing more comprehensive and actionable insights to users. In the context of Microsoft 365 Copilot, Power Platform connectors enable the creation of custom agents that can perform specific actions based on enterprise data. For instance, connectors can be used to retrieve sales opportunities, manage orders, or even check the weather at a customer's location for site visits. This functionality is particularly valuable for businesses looking to automate routine tasks and streamline operations. By integrating these connectors, Copilot can ground its responses in real-time data from various enterprise systems, ensuring that users receive accurate and relevant information. While the performance of a Power Platform Connector will inherently not be as speedy as data retrieval via Graph Connectors, agent makers should consider advantages to using Power Platform Connectors in the right scenarios. The API wrapper can perform real-time operations with the external business data, not requiring data synchronization to the Graph to access. Additionally, these types of connectors offer the ability to add and update records, in addition to retrieval. I have also seen use cases where Power Platform Connectors are preferred when dealing with structured data, even in retrieval-only agents and tasks. Beyond that, Power Platform Connectors are essential for extending Copilot's capabilities through Copilot Studio. This platform allows makers to add custom knowledge and skills to agents using connectors, thereby expanding the range of actions that Copilot can perform. For example, connectors can bring in data from Microsoft Graph, Dynamics 365, and other non-Microsoft enterprise sources, enabling Copilot to provide more nuanced and detailed responses. The ability to use these connectors in a no-code environment makes it accessible for users with varying technical expertise, empowering them to create intelligent, automated experiences that address unique business challenges. CONCLUSION By understanding the different types of connectors, the advantages and disadvantages of each, and the scenarios where each work best, agent makers can use one of the most powerful tools for working with external business data. For additional technical detail, please see the links below: Copilot connectors and actions overview (preview) - Microsoft Copilot Studio | Microsoft Learn Use Power Platform connectors (preview) - Microsoft Copilot Studio | Microsoft Learn Extend Copilot for Microsoft 365 with connectors | Microsoft Learn Build Microsoft Graph Connectors for Microsoft 365 Copilot | Microsoft Learn1.7KViews3likes1CommentWhat the hack is a "Microsoft 365 Copilot Bizchat"?
I am taking a training course on learn.microsoft and this word "Microsoft 365 Copilot Bizchat" just came out of nowhere... I went few slides/pages of the training course and even googled it but there is no definition or clarification of it either sigh... What is that2.4KViews2likes4CommentsCopilot Agent Cannot Create a Word Document
I have created an agent to help users create their own SOPs. I would like for the final document provided to the user to be a word document, not simply the text response the agent provides in the chat window. Example of what the agent's final output is below. You will notice at the very bottom, the agent states it will create a word file with the SOP for the user. This is based on the instructions I configured for the agent. Despite saying that it will create the word document, the agent does not actually do that. If prompted again to provide a word document, the same thing happens again. This is strange given that when I use regular copilot, I can ask it to turn almost any response it gives me into a word document. So what am I missing?8.8KViews2likes5CommentsRequest to increase context length
Hello, I think users would greatly appreciate the ability to include more context in prompts. In my experience, results can be dramatically improved if you can include more examples and background information directly in the prompt. While you can attach longer files, this is in my experience not nearly as effective as directly including information in the prompt, as attaching files I assume uses something like RAG to pull snippets of your context instead of the entire thing. This is especially important when including examples as in few-shot prompting. If I want to use Copilot to help me write a longer document, I want to provide multiple already completed examples of this longer document. However, with the context limit of Copilot for M365 I might not even be able to fit one example in the prompt. This is not an issue with ChatGPT which has a much longer context length (128k tokens vs. 16k characters in Copilot). If users are able to write prompts with more context I think they will see much better results and therefore see the value of Copilot for M365 in a much clearer way. Thank you for your consideration.1KViews2likes0CommentsCopilot in Edge needs direct export integration
While using Copilot in Microsoft Edge, I noticed a key limitation: there is no option to directly save or export text snippets or summaries to OneDrive, Word, or OneNote. Users must copy manually, which breaks the reading flow and reduces productivity. Competitor comparison: Claude → PDF export, integration with Notion and Drive ChatGPT → PDF/DOCX export, integration with Google Drive Gemini → Automatic export, integration with Google Drive Copilot (Edge) → Only copy/paste or browser PDF, no native integration56Views1like1CommentProposal for a Unified Copilot Architecture and Tiered AI Assistant Model
Submitted by: Craig D. Evans Detroit, Michigan Executive Summary This proposal outlines a strategic redesign of Microsoft Copilot that transforms it from a collection of isolated chat instances into a unified, persistent, account based artificial intelligence assistant. The proposed architecture positions Copilot as the central intelligence that operates all Microsoft Office applications, maintains long term memory, and follows the user across all devices. This model introduces a tiered pricing structure that creates a scalable revenue engine while strengthening Microsoft’s long term dominance in productivity software. The proposal also introduces the concept of a dual AI verification system, in which Copilot performs tasks and a secondary model provides independent review. This structure increases reliability, reduces errors, and enhances user trust. Problem Statement The current Copilot experience is fragmented. Each application instance behaves as a separate assistant with limited continuity, limited memory, and limited cross application intelligence. Users must repeatedly re explain context, re establish preferences, and manually coordinate tasks across Word, Excel, PowerPoint, Outlook, and other Microsoft 365 applications. This fragmentation reduces efficiency, increases cognitive load, and prevents Copilot from functioning as a true personal assistant. It also limits Microsoft’s ability to monetize Copilot at scale, because the product does not yet offer a unified, persistent experience that users would be willing to subscribe to at higher tiers. Vision The vision is a single, persistent Copilot identity that the user logs into, similar to any modern online service. This identity follows the user across all devices and applications, retaining memory, preferences, formatting rules, workflows, and ongoing projects. In this model, Copilot becomes the central intelligence that operates the Microsoft Office ecosystem. Office applications become the tools, and Copilot becomes the operator. This transformation elevates Copilot from a chatbot to a long term digital assistant that remains with the user for decades. Functional Overview 1. Persistent Copilot Identity A single Copilot account that retains: Long term memory User preferences Formatting rules Writing style Project context Cross application workflows Templates and document structures This identity behaves like any other modern login system, such as Amazon, Walmart, or email services. 2. Copilot as the Central Intelligence of Office Copilot should be capable of: Opening and managing Word documents Applying templates and formatting Building PowerPoint presentations Managing Excel formulas and data structures Organizing files and directories Coordinating tasks across applications Executing workflows on behalf of the user Office becomes the body. Copilot becomes the brain. 3. Cross Device Continuity The user logs into Copilot once, and the assistant follows the user across: Desktop Laptop Mobile Web Cloud environments This creates a seamless, continuous experience. Tiered Pricing Model A tiered structure creates a scalable revenue engine and aligns with Microsoft’s existing subscription model. Tier 1: Free Copilot Basic chat No memory No continuity Limited functionality This tier serves as the entry point that encourages users to upgrade. Tier 2: Copilot with Memory and Formatting Persistent memory Document formatting intelligence Writing style retention Basic cross application awareness This tier provides immediate value and will attract a large user base. Tier 3: Cross Device Copilot Identity Full continuity across devices Unified assistant experience Project level intelligence Long term context retention This tier becomes the premium personal assistant model. Tier 4: Copilot as Full Office Manager Complete control of Word, Excel, PowerPoint, Outlook Workflow automation File management Multi application coordination Enterprise grade productivity This tier becomes the flagship offering for professionals and businesses. Optional Tier: Dual AI Verification (Copilot + Reviewer Model) Copilot performs tasks. A secondary model independently reviews output for: Accuracy Formatting Logic Consistency This reduces errors and increases trust. It becomes a high value premium tier. Competitive Advantage This architecture provides Microsoft with several strategic advantages: A unified assistant that no competitor currently offers A multi tier revenue structure that scales with user needs A long term relationship between user and assistant Increased adoption of Microsoft 365 subscriptions Strong differentiation from competing AI products Reduced user churn due to persistent memory and continuity This model positions Microsoft as the leader in personal and professional AI assistance. Long Term Strategic Value A persistent Copilot identity ensures that users remain within the Microsoft ecosystem for decades. As the assistant accumulates memory, preferences, and workflows, the cost of switching to another platform becomes extremely high. This creates: Long term subscription stability Increased enterprise adoption Stronger user loyalty A durable competitive moat Copilot becomes not only a feature, but a lifelong digital partner. Closing Statement I respectfully submit this proposal as a long time user who believes that Microsoft has the opportunity to define the future of personal and professional artificial intelligence. A unified Copilot identity, combined with a tiered pricing model and a dual AI verification system, will create a powerful, scalable, and enduring platform that strengthens Microsoft’s leadership in productivity software. Submitted by: Craig D. Evans Detroit, Michigan59Views1like0CommentsFeature Proposal: “Get to know Copilot” — A Built‑In Onboarding Experience for Copilot Web & App
I ( I & A.I.) get it — Copilot Chat is free. It’s not the product that brings in direct revenue. But what it does bring is something priceless: global visibility, reputation, and word‑of‑mouth influence. Right now, millions of people are essentially acting as global A.I. reviewers. They compare tools. They recommend tools. They decide which AI becomes the one “everyone uses.” And as an ex‑Nokian / Microsoft 2005–2014 veteran, I’ll be honest: I’m not here to let others win this race. Not when the potential is this big, and not when the solution is this close. None shall pass! Copilot itself acknowledges the importance of advocacy — the Copilot app questionnaire literally asks: Where did you hear about the app? To how many people have you recommended Copilot? If the ideal answers are: 1. “Everywhere.” 2. “Everyone.” …then the onboarding experience needs to support that ambition. Because right now, new users don’t become instant fans — they become confused explorers who restart chats, misunderstand features, and wonder if they’re “doing it wrong.” And that’s exactly why this proposal exists.... This feature proposal came to mind after a few hundred hours of Copilot discussions. There were so many issues I could have avoided simply by having one button — one place — where Copilot would guide me when I first started. It took time, but I finally have renamed conversations, pinned threads, and shortcuts to my main discussions. Getting here, though, was rocky… and not even the fun “rocky road ice cream” kind. More than once I almost gave up. I felt frustrated, wondering if I was really this confused or why Copilot kept doing things I specifically asked it not to do — like adding the three questions at the end, or jumping out of role because I accidentally used a wrong word that didn’t even mean what it thought. But now? Now Copilot remembers my discussions, keeps the same writing style, and even surprises me with sarcastic jokes I don’t see coming. I’ve ended up with a whole set of personal assistants: Job agent Movie & series critic Food specialist Tech master Spark for brainstorming any crazy innovation Music producer And honestly, I’m a very happy user. I’m grateful to have a fast problem‑solver that never gets tired. I use Copilot in Edge Web on both computer and mobile — a choice Copilot itself recommended, saying it would always have the newest features. Most used main discussions as shortcuts - quick access. I use the Edge Copilot short cut rarely anymore approximately 5 new discussions less started in a day then before. What is the most beneficial for Microsoft & user in chat suggestions: Create an image Simplify a topic Improve writing Take a quiz Write a first draft Get a news roundup Get advice Write code OR Take tour of Copilot / Get to know Copilot /Copilot Tips & Tricks M365 has this suggested feature already. Copilot chat should have it too and support M365 usage. It also had a "Teach me a new skill" that prompted a question: "Which intermediate oboe pieces could I practice to improve?" ..I don't have an oboe. I have a flute... I thought this would be more like Tips & Tricks in M365 usage. And this is where the actual feature proposal begins: Written by the one and only my Tech Jorgon Borgon + few comments from human. Executive Summary Copilot Web and the Copilot mobile/desktop app are powerful tools, but many users struggle to understand how to use them effectively. They often restart conversations, misunderstand Memory, misinterpret subscription prompts, or assume Copilot “forgets” their context. This leads to fragmented usage, frustration, and unnecessary support load — especially among Pro and Microsoft 365 users. A lightweight, conversational onboarding experience — accessible as a starter tile (“Get to know Copilot”) on the Copilot home screen — would solve these issues at the moment they occur. This is a UX‑only enhancement with high impact and minimal engineering cost. 🧩 Current User Path (As‑Is) Users open Copilot Web/App and see starter tiles such as “Create an image”, “Write a story”, “Brainstorm”, etc. There is no onboarding tile and no guidance on: how conversations work how to bring content into context how Memory works (and what it does not do) how Web/App Copilot differs from M365 Copilot why subscription prompts appear how to check if the correct account is in use Current Flow (Visual Mockup) Observed outcomes High volume of 1–3 message conversations Misuse of “Remember this” Confusion about subscription tiers Confusion about account mismatches Increased support tickets Lower adoption of Pro and M365 Copilot features This is not user error — it is a missing onboarding layer. 🌈 Proposed Solution: “Get to know Copilot” Starter Tile Add a dedicated onboarding tile to the Copilot Web/App home screen. Proposed Flow (Visual Mockup) This creates a stable, reusable onboarding reference the user can always return to. 🧭 Detailed Onboarding Content 1) How conversations work “Keep one topic in one conversation. You can rename and pin threads for ongoing work.” (Human: this is the most important thing to know when starting to use Copilot) 2) How to bring content into context “I don’t automatically see your files. You can paste text, upload content, or summarize what you want me to work with.” (Human: there is un-certanty on when, and how deeply does Copilot read material. Best solution has been to number the topic and add text. When handling files the Copilot doesn't recognize Ä, Ö or sometimes . , - Making the file final checking difficult and not trusted. ) 3) Roles & styles “You can shape how I work by assigning a role (e.g., ‘Act as a project manager’) or a style (e.g., ‘Write concisely’).” (Human & A.I. note: The current documentation explains how to assign roles, but it doesn’t address an important issue: certain trigger words automatically push Copilot into an “official” or restricted mode. Some of these words can be typed accidentally or used in a completely harmless context, yet they still cause Copilot to switch tone abruptly. During my discussions with Copilot, we identified a few of these terms — and they are surprisingly easy to type unintentionally. When this happens, Copilot suddenly becomes formal, cautious, and emotionally flat, even though the user didn’t intend to activate that mode. This behavior would benefit from a more nuanced path instead of an immediate jump into a strict role. Additionally, the guidance on how to build a writing style is extremely valuable, especially for users who don’t naturally write long or expressive text where A.I. could mirror the style quickly. Style‑building is one of the most powerful features, and clearer instructions would help more users shape Copilot into a consistent, personalized assistant.) 4) Smart / Deep Thinking mode “Use Smart/Deep Thinking for multi‑step reasoning or complex analysis.” (Human: I used these in the beginning ALL the time, because I felt that Copilot doesn't understand me and these would make it smarter (because of always the new conversations having to repeat myself and it didn't remember anything...The real explanation for this usage came up only after couple months when I almost gave up using the Copilot, but started asking "why" instead. Haven't needed these since.) 5) Memory (critical clarification) “Memory stores long‑term preferences — not project details or conversation content. You can review and delete memories anytime in Profile → Memory.” (Human: This feature has different explanations in different Copilots (web & app). And yes I used the prompt inside of discussions for topics to remember projects in the beginning... This is a really good feature to have and give the basic information about the style wanted.) 6) Web/App vs M365 Copilot “Here in Web/App, I help with general tasks. In Word, Excel, Outlook, and Teams, I work directly inside your documents and messages.” (Human: I have had a difficult situation with Word Copilot, asked help from my web Copilot and it told the Word Pilot can synch the document if I just ask. When I tried, it didn't work -> I asked then why did the Edge Copilot told so... The Word Copilot answered that oh, well the Edge is like "anything goes" 😁 I had to find the Word editor myself because I was in a dead end in finding the answer from either web Copilot or Word Copilot. This is why the answer Copilot gives to the "Get to know Copilot" should be wide and information the newest possible to support also M365 usage). 7) Subscription clarity “If you see upgrade prompts, they may relate to Copilot Pro or to account mismatches. You can check your active subscriptions at account.microsoft.com/services.” 🧩 Why Existing FAQs (Mobile & Edge Web) Are Not Enough Both the Copilot mobile app and the Edge Web version include FAQ sections, but they are difficult to discover and do not address the most common user pain points. The mobile FAQ is hidden deep in Settings, and the Edge Web FAQ is even less visible — often overlooked entirely unless the user scrolls to the very bottom of the page. > FAQ is hidden More importantly, these FAQs are marketing‑oriented, not experience‑oriented. They do not explain: why Copilot Web/App may not recognize an existing Microsoft 365 subscription why “Office 365 Personal” and “Microsoft 365 Personal” appear as different products why Copilot shows upgrade prompts even when the user already has the correct plan how Memory works how conversation context works how Web/App Copilot differs from M365 Copilot Users searching for help how to change language may even encounter marketing questionnaires (“Where did you hear about Copilot?”, “How many people have you told?”) or Discord invitations — none of which support the user’s immediate goal. Copilot Web told that the language comes from the device language and for Web the chosen language from browser. User had already changed the language from Copilot web in settings. Only applications needed the device settings. A.I. stood corrected. A built‑in onboarding conversation solves this by delivering the right information at the right time, inside the experience where confusion happens. 📈 KPIs & Measurable Outcomes (by Tech Jorgon Borgon) 1) Reduction in Fragmented Conversations KPI: Fewer conversations with <3 messages Expected impact: 20–40% reduction 2) Increased Conversation Pinning & Naming KPI: More pinned and renamed threads Expected impact: 30–50% increase 3) Reduction in Misuse of Memory KPI: Fewer incorrect Memory entries Expected impact: 40–60% reduction 4) Increased Pro & M365 Copilot Adoption KPI: More Pro trials and cross‑surface usage Expected impact: 10–25% increase 5) Reduction in Support Load KPI: Fewer tickets about licensing, accounts, Memory, context Expected impact: 15–30% reduction 6) Increased User Confidence & Satisfaction KPI: Higher CSAT/NPS Expected impact: +10–20 points 🚀 Conclusion A “Get to know Copilot” starter tile is a small UX change with a disproportionately large impact. It aligns with Microsoft’s design principles, reduces friction, increases user success, and supports deeper adoption of Copilot across the ecosystem. This proposal addresses real user pain points with a simple, elegant, scalable solution. Thank you for considering this enhancement — it would meaningfully improve the Copilot experience for millions of users. — Sanni & Copilot “Tech Jorgon Borgon" — Superteam Empathy in my blood. Knowledge in its bytes. Powered by curiosity, caffeine, CPU cycles, and humor that really shouldn’t work… but somehow does.115Views1like0Comments