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.
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.
What 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 that
