Cowork Custom Instructions Not Autoloading
When you tell Cowork "remember this for next time" or "always do X," Cowork suggests (or just goes ahead and makes) an update to copilot-instructions file. It tells you the preference has been saved and the file does get written. However, it doesn't automatically load the custom instructions file at the start of new sessions. You have to specifically mention it in a prompt. Once you do, it will load the and use the file to guide its responses for the remainder of the session. I feel like one of two things are happening here: 1. I'm missing something 2. The Cowork dev team missed implementing what I would consider a basic feature, even for a "Frontier" feature. Can anyone else confirm that this is the behavior they experience?
UX Improvement Proposal: Visual Indicator Showing Which Copilot Environment Is Active
I would like to propose a small but highly impactful UX improvement for Microsoft Copilot. Suggestion: Add a small icon, badge, or color indicator in each Copilot chat session to clearly show which Copilot environment is currently active (Copilot Web, Copilot Pro, Copilot for Microsoft 365, Copilot in Teams, Copilot Studio, Windows Copilot, etc.). Reason: Each Copilot environment has different capabilities, permissions, connectors, and tools. When users switch between environments—or when two people compare results from different Copilots—it becomes confusing to understand why certain features work in one place but not in another. Real example: At my university, a professor could not understand why Copilot “wasn’t doing something it had done before.” The issue was simply that he was using a different Copilot environment without realizing it. This is a common scenario for students, educators, and professionals. Benefit: A simple visual indicator would: Reduce confusion and support requests Improve clarity for non‑technical users Help users understand available capabilities at a glance Provide better context awareness across devices and platforms This is a small UI change with a big impact on usability and learning. Thank you for considering this improvement.Copilot 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 is built on top of the other. What is Copilot Chat (Basic)? First things first. Microsoft 365 Copilot Chat is often simply called Copilot Chat. Copilot Chat (Basic) generates answers based on web content, while Microsoft 365 Copilot (Premium) is also grounded on users' data, like emails, meetings, files, and more. Since early 2025, Microsoft 365 Copilot Chat has been available to all users in organizations, becoming the entry point to AI assistance for many organizations. Copilot Chat (Basic) is the foundational Copilot experience available at no extra cost for everyone with an eligible Microsoft 365 plan, including: Microsoft 365 E3 / E5 Microsoft 365 A3 / A5 Microsoft 365 Business Standard & Business Premium Copilot Chat (Basic) is secured, compliant, and it does not required the full Copilot add-on license. Copilot Chat (Basic) is able to ground responses on: Public web content. Content explicitly shared or work data manually uploaded to the chat by the user. On-screen content or content displayed on-screen in apps like Outlook, Word, Excel, PowerPoint, and OneNote. When it comes to agents, Copilot Chat (Basic) offers these features: You can create your own declarative agents grounded on public web content with Agent Builder. You can use agents built by your org grounded on organizational data with the pay-as-you-go method. There are Microsoft prebuilt agents available like Prompt Coach, however Microsoft premium prebuilt agents like Researcher or Analyst are not included. The screenshot below shows how Copilot Chat looks and highlights its main capabilities. Note the Upgrade button, meaning this is not Microsoft 365 Copilot, but the Copilot Chat (Basic) experience. Note that EDP (Enterprise Data Protection) is available in Copilot Chat (Basic). What is Microsoft 365 Copilot (Premium)? Microsoft 365 Copilot (Premium) is a paid add-on license that builds on top of Copilot Chat and unlocks Copilot's full power. It is available for selected Microsoft 365 plans, including: Microsoft 365 E3 / E5 Microsoft 365 A3 / A5 Microsoft 365 Business Standard & Business Premium With a Microsoft 365 Copilot license, users get everything Copilot Chat (Basic) offers, plus much more: Data grounding: Microsoft 365 Copilot (Premium) includes Copilot Chat grounded on web and/or on user's Microsoft 365 data like emails, meetings, chats, and documents. Office apps: It integrates deeply into Microsoft 365 apps like Outlook, Teams, Word, Excel, and more. The integration includes features like Edit with Copilot allowing Copilot to adjust live your documents or email based on your prompts. Custom agents: It brings the capability to create your own declarative agents grounded in organizational data and/or web data. You can create agent either using Agent Builder or Copilot Studio. MS prebuilt agents: Premium prebuilt agents like Researcher and Analyst are included in Microsoft 365 Copilot (Premium). The screenshot below shows the Copilot chat experience for users who have a Microsoft 365 Copilot license. Note that EDP or Enterprise Data Protection also applies here How can I access Microsoft 365 Copilot Chat? Today, Copilot Chat is accessible via https://m365.cloud.microsoft or https://copilot.cloud.microsoft using your Entra ID (work or school account). One important difference in day-to-day experience: Users with a Microsoft 365 Copilot license typically see Copilot prominently surfaced across Microsoft 365 apps. Users with Copilot Chat only may not see it pinned by default on the Microsoft 365 home page. To improve discoverability, Microsoft 365 Copilot administrators can pin Copilot Chat via the Microsoft 365 admin center, ensuring that users can easily access it without friction. Especially convenient is that if you use the M365 Copilot Chat app on Windows, you can open Copilot using the keyboard shortcut Ctrl + C. What’s the difference? The differences between Copilot Chat and Microsoft 365 Copilot mainly come down to: Licensing Data grounding (web-only vs. personal work data) Integration depth within Microsoft 365 apps I’ve listed the key differences in the comparison below. 👇
Feature Request: Add Search Functionality in Copilot Chat History
Hi everyone, I’d like to suggest a feature for Microsoft Copilot that I believe would significantly improve usability and productivity: searching within chat history. Currently, users cannot search past conversations inside Copilot. This makes it difficult to retrieve previous answers, references, or technical instructions—especially in long or complex chats. Adding a search bar or keyword filter would allow users to quickly locate relevant messages without scrolling manually. This feature would be especially helpful for developers, IT professionals, and anyone using Copilot for technical troubleshooting or documentation. It would also reduce repeated questions and improve continuity across sessions. Please consider adding this capability in future updates. If others agree, feel free to upvote or share your use cases. Thanks!
Copilot automation assumes OneDrive—hidden productivity cost in Google‑first environments
a { text-decoration: none; color: #464feb; } tr th, tr td { border: 1px solid #e6e6e6; } tr th { background-color: #f5f5f5; } We’re a Google‑first organization with a limited Microsoft 365 tenant. After recent Copilot updates, automation suggestions appear everywhere and feel “easy,” but nearly all meaningful automation requires files to live in OneDrive or SharePoint. In a hybrid environment, this creates hidden costs: duplicate file management, copying between systems, increased version/corruption risk, and hours of admin work just to discover limitations mid‑workflow. Copilot looks capable, but the storage and identity prerequisites aren’t explicit up front, so users lose time and trust. Are there plans to better support hybrid scenarios (for example, Google Drive as a system of record), or to provide clearer in‑product guidance before suggesting OneDrive‑only automations?
Proposal 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, MichiganCopilot 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.Beyond the hype: turning Microsoft 365 Copilot and agents into real business outcomes
Microsoft Ignite 2025 in San Francisco was an electrifying gathering that brought together over 30,000 tech professionals, business leaders, and innovators from around the globe. This year’s event set a bold tone for the future, spotlighting the transformative role of Copilot and agents in modern workplaces and unveiling a wave of advancements across the Microsoft 365 ecosystem. The energy on the ground reflected both the excitement and the urgency of this new era, making it clear: Microsoft 365 Copilot and agents are not just the future—they are redefining the way companies get work done today. As I spoke with partners and customers, I was inspired by how organizations are embracing these tools to unlock new ways of working and developing rich business solutions. I want to take a moment to reflect on some of my highlights from the event. Extend familiar management infrastructure to agents with Microsoft Agent 365 Over the last week, I heard time and time again how business leaders are embracing the Frontier Firm wave, steering their organizations toward partnering people with agents across every workflow. Thousands of agents are already automating business processes, and by 2028 IDC projects there will be 1.3 billion in circulation.* For enterprise customers, this will bring a massive new digital workforce to manage. As agents get added to every workflow and become more capable, some business leaders have expressed concerns about how to accelerate AI innovation securely. Microsoft Agent 365 turns this challenge into an opportunity. Operating as a control plane for AI agents, Agent 365 extends the existing infrastructure used to manage people to also manage agents, equipping them with the same apps, protections, and context. For IT leaders, Agent 365 gives organizations a single platform to deploy, govern, and organize agents, transforming them from isolated actors into an integrated part of business operations. Agent 365 helps protect and manage agents across the organization by unifying Defender, Entra, and Purview, and provides a single view of their entire agent fleet with the Microsoft 365 admin center. To ensure agents have the context they need to provide the most accurate results, Agent 365 connects Microsoft 365 apps and Semantic Index through WorkIQ. For organizations ready to take advantage of this unified foundation, Agent 365 will offer a robust ecosystem. For example, Microsoft agents like the new, fully autonomous Sales Development Agent; partner agents from Adobe, Cognition, Databricks, Genspark, Glean, Kasisto, Manus, NVIDIA, n8n, SAP, ServiceNow, Workday, and more; and open-source agents from Anthropic, Cursor, LangChain, OpenAI, Perplexity, and Vercel. For developers looking to build their own Agent 365-compatible agents, they can start with Copilot Studio or Microsoft Foundry. For deeper integrations, Microsoft Agent Framework or Agent 365 SDK enable unified discovery, governance, and collaboration across Microsoft 365. Simplify HR and IT support with the Employee Self-Service agent Another impactful way businesses are integrating agents into operational workflows is by replacing fragmented employee-support systems for HR or IT tasks. At Ignite, we announced the general availability of the Employee Self Service (ESS) agent, which brings AI-powered service delivery directly into Microsoft 365 Copilot to improve HR and IT employee support scenarios. Within Copilot, employees can ask questions, submit requests, and complete routine tasks in one trusted place without disrupting workflow. Natively built into Copilot Studio, the ESS agent provides a customizable foundation for intelligent employee service. It works with HR and IT systems such as Workday, ServiceNow, and SAP SuccessFactors and can easily be expanded through low-code extensions, connectors, and integrations with enterprise systems. Employees can tailor workflows, embed organizational knowledge, and adapt the experience to match their organization’s systems, resulting in a faster and more connected support experience. Frontier Firms in action: Turning AI innovation into business outcomes On Thursday, I hosted a panel session with leaders from several enterprise customers who are well on the path to becoming Frontier Firms: Sean Alexander, SVP, Connected Ecosystem, Lumen Tim Holt, VP, Health Answers Tech Lead & Architect, Pfizer Mona Riemenschneider, Head of Global Communications, GenAI, BASF John Whittaker, Director, AI Platform & Products, Ernst & Young Two themes emerged from our panel discussion. First, the most successful organizations are moving from experimentation to operationalization, developing agent-specific KPIs, governance structures, and more. These are not science experiments, but production tools already embedded directly into some of the world’s most complex enterprises. For example, Pfizer is leveraging Copilot Studio at scale with over 300 agents deployed across their organization, including a specialized agent that provides continuous manufacturing improvement with prioritized opportunities across the supply chain. Second, leaders on the panel emphasized that the future of work is human-led and agent powered. At Lumen, they’ve developed a declarative agent that synthesizes internal data, external filings, and real-time insights to generate tailored executive briefings, reducing cognitive load and surfacing the context needed to prepare for partner and customer meetings. At BASF Agricultural Solutions, they’re using a Copilot agent to transform global corporate communication efficiency. The Copilot agent streamlines the compilation of internal and external communication messages, efficiently and securely, resulting in significant time savings. "If 2025 was the year of the agent, then 2026 will be the year of the agents," said EY’s John Whittaker. “That’s where I think we’re going to see the consolidation of processes into far faster, more real-time, improved outcomes.” Learn how partners and customers are already unlocking new value with AI agents It’s exciting to see how our rich ecosystem of customers and partners are using Microsoft technology to create their own agents to solve real-world challenges, accelerate transformation, and scale human-agent collaboration. Ignite 2025 featured several Microsoft partners and customers who are building innovative agents, designed to work with Microsoft 365 Copilot to help save time, boost productivity, and accelerate business transformation. ADP - The ADP Assist agent for Microsoft 365 Copilot is purpose-built to support HR and will simplify payroll tasks by bringing key workflows into Copilot Chat and Microsoft Teams. Employees will be able to check time-off balances, review pay statements, and confirm direct deposit settings, all without leaving their flow of work. Blue Yonder - Blue Yonder Inventory Ops for Microsoft 365 Copilot automates demand forecasting using advanced machine learning and generates optimized, constraint-based supply plans covering production, distribution, and procurement to meet business objectives and enhance planner productivity. Freshservice - Freddy AI Agent now integrates seamlessly with Microsoft Copilot, bringing instant IT and support assistance into Word, Outlook, Teams, and more. This deep integration boosts adoption, eliminates context switching, and empowers employees to resolve issues effortlessly inside their everyday Microsoft 365 tools. monday.com - monday.com has integrated its MCP server with Microsoft Copilot both as a ready-to-use agent in the Agent Store and as a "Tool" for users to build custom agents on Copilot Studio. Users can now directly access their monday.com data, surface boards and items, or even update statuses directly within their Teams app or Microsoft 365. Sophos - Sophos Intelix will integrate real-time threat intelligence into Microsoft 365 Copilot, empowering IT teams and business users to check links and files, and make faster, more informed security decisions while democratizing enterprise-grade cybersecurity insights within everyday Microsoft 365 workflows. Wipro – Wipro has implemented Copilot-powered agents across sales, procurement, finance, and talent functions, enhancing knowledge access and decision-making to drive faster, more accurate, and consistent business operations. These aren’t the only incredible agents helping businesses. Thousands more are available in Microsoft Marketplace, where partners like the ones below are already reaching customers at scale. Shape the future of work with AI agents What inspires me most coming out of Ignite 2025 is seeing how customers and partners are already building the foundation of their Frontier Firms—people and agents working together to transform productivity and decision-making. This shift is no longer theoretical, it’s happening now across industries, powered by Copilot. To learn more about agents in Copilot and gain access to Microsoft resources, follow the links below. Check out recorded sessions from Ignite and watch demonstrations of agentic solutions from leading software companies Read about the exciting AI innovations for software developers who are building agents Start building agents with Microsoft Copilot Studio and Microsoft Visual Studio Get resources for building and customizing agents from the Microsoft 365 Dev Center and the AI Agents Hub *IDC Info Snapshot, sponsored by Microsoft, 1.3 Billion AI Agents by 2028, #US53361825 and May 2025Copilot Employee Self-Service Agent
I’m looking for some clarity regarding the rollout of the https://adoption.microsoft.com/en-us/ai-agents/employee-self-service-agent/ and whether others are seeing it in their environments yet. I’ve been following this closely and initially understood that a formal request was required to gain access. However, the Microsoft Learn documentation now provides specific, step-by-step instructions on how to enable and access it directly. Despite following those instructions to the letter, the agent is still not appearing within my tenant. I’ve verified my configurations against the guide, but the options simply aren't visible. A few questions for the community: Has anyone else successfully enabled the agent using the self-service steps in the documentation? Is there or was there ever a manual "request-for-access" process that overrides the published steps? I’d appreciate any insights or if anyone from the product team could clarify if the documentation is slightly ahead of the actual deployment.
Do I need to have a Copilot license to use MCP servers through Frontier?
Do I need to have a Copilot license to use Microsoft-published MCP servers for Word / Teams / Outlook / SharePoint under Microsoft Agent 365 (Frontier)? https://learn.microsoft.com/en-us/microsoft-agent-365/tooling-servers-overview
