For account managers running QBRs, is M365 Copilot enough or do you need workflow-specific agents?
Hi Microsoft 365 Copilot community, I’m trying to better understand how account managers and customer-facing teams are using Copilot for recurring business review workflows. Imagine you manage dozens of merchant or customer accounts. Every quarter, you need to prepare business reviews, summarize account performance, identify changes from the prior period, create executive-ready slides, recommend next actions, and send follow-up notes. For those of you doing similar work today: - Is Microsoft 365 Copilot enough for this workflow using prompts across Excel, PowerPoint, Word, Outlook, and Teams? - Where does the process still become manual or hard to repeat? - Do you need batch handling across many accounts, or is one account at a time enough? - How important is quarter-over-quarter history tracking? - Do you want outputs organized automatically in OneDrive or SharePoint so each account has a durable review history? - What would make this kind of workflow trustworthy enough for executive or customer-facing use? I’m especially interested in the business-user perspective: account managers, customer success managers, partner managers, sales operations, merchant services teams, and anyone who prepares recurring customer/account reviews. For context, we recently built a Microsoft 365 Marketplace agent called Merchant QBR AutoPilot that explores this pattern: batch QBR scorecards, PowerPoint outputs, OneDrive organization, and follow-up email drafts. But my main question is broader: what would you actually want Copilot or a workflow-specific agent to do for quarterly account reviews? Curious how others are approaching this.
Combining Project, Image, and Notebook Features for a Unified Experience
I'm currently using two different Copilot app experiences to manage my work, projects, and notebooks and each one excels in different areas while missing key capabilities found in the other. One app provides a much richer project management environment, with Tasks, true project folders, plugin connections, and the ability to embed instructions. The other offers a stronger, more fluid notebook experience, but lacks the depth and structure that the project-focused app provides. Switching back and forth between these environments creates friction, especially when I want my projects and notebooks to live together in one unified workspace. The separation makes the workflow feel fragmented. There are also inconsistencies across creative and experimental features. One Copilot app uses Create for image editing, while the other uses Imagen. One includes Team of Advisors, while the other doesn’t. Different experiments appear in different places, and the overall experience feels split rather than cohesive. I’d love to see these capabilities brought together into a single, integrated Copilot environment. I would love to have one place where projects, notebooks, agents, experiments, and creative tools coexist. Additionally, the video creation experience could benefit from deeper AI integration. Clipchamp is functional, but it doesn’t yet feel like an AI‑accelerated workflow. A more advanced, model video tool would dramatically improve speed and creativity for users who rely on Copilot for content production. Finally, many of us want broader access to Cowork and more agentic capabilities. The ability to design or customize our own agents would unlock huge value, especially for users who depend on Copilot for complex workflows. Right now, I often have to go elsewhere to build agentic tools because Copilot doesn’t allow enough personalization or agent creation within its own ecosystem. Bringing these experiences together ... unified projects, enhanced notebooks, consistent creative tools, richer video AI, and expanded Cowork access would create a far more powerful and seamless Copilot environment for everyone.Why is it so hard to get tech support?
The chat said they can't help me and then said to start a discussion incase a peer can help me. But its diagnosed as a back-end account issue: Based on the troubleshooting performed so far, the issue appears to be specific to your Microsoft account, as: Copilot is failing on multiple platforms (MacBook, iPhone, and web browser). The issue occurs in both normal and Incognito/InPrivate sessions. Your Microsoft 365 Personal subscription is active. Your Copilot credits are available. Another Microsoft account works normally on the same devices. At this point, I recommend reaching out to the Microsoft Copilot Technical Community, where account-specific Copilot issues can be reviewed by Microsoft moderators and specialists who can investigate service-side restrictions, account anomalies, or backend-related issues.CoPilot account issue
Bot WC said: Based on the troubleshooting performed so far, the issue appears to be specific to your Microsoft account, as: Copilot is failing on multiple platforms (MacBook, iPhone, and web browser). The issue occurs in both normal and Incognito/InPrivate sessions. Your Microsoft 365 Personal subscription is active. Your Copilot credits are available. Another Microsoft account works normally on the same devices. At this point, I recommend reaching out to the Microsoft Copilot Technical Community, where account-specific Copilot issues can be reviewed by Microsoft moderators and specialists who can investigate service-side restrictions, account anomalies, or backend-related issues. Where can a specialist sort this for me?
The GPT 5.5 Think Deeper Model on Copilot is not responding
I have tried all possible troubleshooting methods to correct this issue but the GPT 5.5 Think Deeper model seems to not be working and the Microsoft Support team also was not able to provide any help on this issue. Can you suggest what possible issue it could be at my end and how to fix the same and this issue is being faced by everyone on my Microsoft 365 License Everytime I ask for a response from GPT 5.5 Think Deeper model I am getting the error message " Sorry, I wasn't able to respond to that. Is there something else I can help with? " And these are for AI commands that it had been responding properly beforeMicrosoft Forms Copilot: "/" command returns file search error
Hello, I'm experiencing an issue in the Copilot draft experience in Microsoft Forms. When I type only the / character, the search panel opens, but an error message is immediately displayed : "I can't find this file right now. Check the file name or try again in a few moments." I'm not searching for a specific file. I'm simply typing / to trigger the menu. I get the exact same behavior when clicking the attachment (paperclip) button. The behavior is reproducible. Has anyone else experienced this issue with the / command in Microsoft Forms Copilot ? Thank you.Any way to keep Copilot always open in the sidebar?
Looking to always have Copilot open in the sidebar when using Edge. I've found various bits of information regarding how to do this but they rely on the "sidebar" settings area which apparently has been retired from Edge. I just want Copilot in the sidebar at all times directly from startup. Thanks.
After a week of heavy use, Microsoft 365 Copilot is creating more work than it saves
I am posting this publicly because I want to know whether other Microsoft 365 Copilot users are experiencing similar issues. Over the last week, Copilot has repeatedly created more work instead of reducing it. The recurring issues include: Failure to consistently use information that already exists within authorized Microsoft 365 content. Incomplete deliverables that require multiple rounds of prompting and manual assembly. Loss of context during longer conversations. Conversations becoming unresponsive with no practical recovery path. Assumptions presented as if they were verified facts. Deliverables requiring manual validation before they can actually be used. A recent example perfectly summarizes the problem. While helping me prepare Microsoft feedback, Copilot generated content that exceeded the destination character limit multiple times, even after being told the limit had already been exceeded. I repeatedly had to paste the content, discover the failure myself, return to Copilot, and request another correction. The user became the validator because the AI did not validate its own output before presenting it as complete. The larger concern is that this pattern appears across many workflows. The experience often looks like this: Request submitted. Incomplete answer returned. Missing information identified. Additional prompting required. Information is finally found. Consolidation requested. Additional omissions discovered. User assembles the final product manually. That is not productivity improvement. That is transferring research, validation, correction, consolidation, and quality assurance back to the user. I would appreciate input from other enterprise users: Are you experiencing similar issues? Have you found effective workarounds? Has Microsoft discussed planned improvements around context retention, workflow continuity, conversation recovery, enterprise grounding, response completeness, and validation? I have already submitted formal feedback through the Microsoft Feedback Portal and welcome discussion from users and Microsoft representatives.
Retention after deletion
We currently have no retention or deletion policy set for copilot chats. I'm aware that these are now seperate from teams chats. We are considering setting deletion to 6 months but this may take time to proceed through. If users manually delete chat logs in the meantime how long are they retained in any form by default?
