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.
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 beforeWhy 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?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.How to Avoid Tasks Copilot "You've reached our weekly Tasks limit"
I’ve been using both Chat‑Copilot (CC) and Tasks‑Copilot (TC) extensively, and I wanted to share a brief summary provided by TC, that may help others understand how each tool works, why TC sometimes stops responding, and how to avoid running into limits. ⭐ 1. Chat‑Copilot and Tasks‑Copilot serve different purposes Chat‑Copilot Real‑time conversational AI Great for brainstorming, drafting, coding, calculations, and iterative design Stateless — each message is processed independently Very stable and rarely gets stuck Tasks‑Copilot Designed for multi‑step workflows Can create and maintain documents Runs long‑lived background tasks Maintains persistent state More powerful for structured work More fragile because it depends on a task‑execution pipeline These two systems are independent. Chat can work perfectly even when TC is frozen. ⭐ 2. Why Tasks‑Copilot hits limits or becomes unresponsive TC can stop responding when: A task runs too long A multi‑step workflow fails mid‑execution The task state becomes corrupted The weekly quota system triggers The backend fails to reset on Friday Too many “pipeline‑style” requests are issued in a short time When this happens, TC may: stop responding entirely ignore all prompts remain stuck across all devices and browsers This is a backend state issue, not a browser or device problem. ⭐ 3. How to avoid triggering TC limits Here are practical ways to keep TC healthy: Use Chat‑Copilot for: brainstorming engineering design calculations drafting text generating diagrams or prompts step‑by‑step reasoning Chat handles these extremely well and never “uses up” TC capacity. Use Tasks‑Copilot only for: creating structured documents maintaining long‑form reports assembling multi‑section deliverables tasks that explicitly require persistent state Avoid these patterns in TC: “Build the entire document end‑to‑end” “Run this whole workflow” “Generate all sections at once” Rapid‑fire edits or repeated task triggers Very large or complex requests Instead, break work into small, single‑action steps. ⭐ 4. When TC gets stuck, what can users do? For consumer Microsoft 365 Personal accounts: There is no user‑accessible reset button Frontline support cannot reset TC’s task state Creating a business account does not fix the issue The only options today are: submit feedback post on the Tech Community wait for the backend to refresh This is a known limitation of the current TC preview. ⭐ 5. What would help users going forward A few improvements would make TC much more reliable: A user‑visible “Reset Task State” button Error messages instead of silent failures More predictable weekly resets Support tools that allow agents to clear stuck task containersMicrosoft 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.
