Copilot Agent having trouble accessing sharepoint files
Hi everyone, I’ve built an agent using Copilot Agent Builder for my job (unfortunately I don’t have access to the full Copilot Studio). The agent is supposed to retrieve insights from market research studies stored on a SharePoint site. The agent does have access to the SharePoint location, but every time I query it, I get the same first response before actually going forward with answering my questions: Unfortunately, the contents of the files could not be searched directly, but the snippets already provide a very clear picture. This isn’t helpful, because I need the agent to actually extract and reference specific content from the documents. Ideally, it should mention the exact slide when referring to information, but it can’t do that. Has anyone else run into this issue? Is there a way to improve how SharePoint files are indexed or made searchable? Are there specific file formats, metadata, or permissions that need to be configured? Any tips on how to get the agent to go beyond just snippets? So far, I’ve tried uploading the SharePoint files directly to the knowledge base (which partially solved the issue, but then it started citing the wrong reports). Also, I’d prefer not to manually upload new reports every time one is added to SharePoint, since my whole team uses the agent. tldr: Agent built with Copilot Agent Builder can access SharePoint, but only returns “snippets” instead of extracting real content (PDF, PPT, Word, some Excel). OCR doesn’t work, files are set to Internal/Public. Looking for tips on indexing, formats, or permissions to make documents fully searchable.
Outlook Immersive Search with Copilot: Per-User License Required or Tenant-Wide?
Microsoft Outlook is introducing Immersive Search with a Copilot side pane that provides AI-generated summaries from emails, Teams messages, and documents after a search. Rolling out worldwide from late September to October 2025, this feature is on by default, requires no admin setup, and is available to Copilot-licensed tenants. https://admin.microsoft.com/#/MessageCenter/:/messages/MC1130610 But I need clarification on licensing. Summary: "Available to Copilot-licensed tenants." Introduction: "Available only to tenants with Copilot licenses." Key details: On by default, no admin setup or controls; appears after search. Question: Does this require individual Microsoft 365 Copilot licenses per user, or is it accessible to all users tenant-wide once the org has Copilot licenses? Appreciate insights from Microsoft or admins. Thanks!What's difference creating Agent from Copilot page vs from Copilot Studio -> Copilot for M365?
Hello, I am learning about Copilot and was very confused by these two different ways to do it. My understanding is both are "Declarative Agents" which lets the Microsoft 365 Copilot do the most heavy lifting. Method 1. First way is to go to Copilot page and clicking 'Create an Agent' w3 Method 2: Going to Copilot Studio -> Agents -> Copilot for Microsoft 365 -> New Agent (Couldn't find a screenshot) Q1. Anyway, first, I created an Agent using the first Method 1 above, and now I see it on the Copilot page under 'Agents' section. However, when I go to Copilot Studio -> Agents -> Copilot for Microsoft 365, I don't see that Agent there. Is this normal and intended? Q2. Is an Agent created using the Method 1 only available to people who have Copilot license? (as long as they are shared; I see options are only me, anyone in the organization, and specific users in the organization) Q3. Could you please confirm agents created using either way above are both "Declarative Agents"? Sorry for the newbie questions in advance... I took the course MS-4010 and reviewed several posts but still confusing...
Copilot and large documents
I have a very large document. It is over 67000 words and over 200 pages. I tried to use the embedded copilot and it is worthless. The response time when it responds to a conversation is minutes. The response is one word at a time. It can take 5-10 minutes to repeat a long paragraph. I have used the free copilot app and copy/past back and forth. This works great until my conversation is truncated. Then copilot loses context around my document and the responses become almost useless without telling it what to do word for word. I am writing a novel. After truncation, it does not know any character names. Their personalities, anything. I get tons of sequence errors and logic issues. I can use it for a few days and get it working great. Then the conversation is truncated and I have to start over again. I tried attaching my document to the copilot app. I get a message that the content is too dark. It is about a young girl who is burned in a fire and how she succeeds after that. No cusswords, no graphic sex. Just the scene of escaping from a fire and getting burned. I really am not finding copilot as useful as it could be if I had space to save conversations.
Part 3: Dynamic Sidebar for Team Meetings
In Part 2, I focused on the vertical sidebar UX for personal work — helping individuals stay organized and avoid confusion. But in meetings, the challenge is even bigger: participants open different files, the view fragments, and the team quickly loses alignment. I’ve tested this myself by lining up apps in the current sidebar. But that model is essentially personal: files still open in separate windows, there is no unity, and meetings feel disrupted. That’s why Part 3 introduces a dedicated dynamic sidebar for meetings. With Copilot Pages as the hub, this sidebar integrates all participants’ files into one vertical scroll: Shared visibility – instantly see what others are viewing. No interruptions – because all participants’ files are shared, there’s no need to stop and search. Continuous flow – no screen switching; one unified view where discussion never derails. The breakthrough is clear: you never have to close the meeting screen. All participants’ files remain visible, and even files opened later are added automatically without disrupting the presenter. Benefits Meetings run without disruption; context is never lost. Alignment is automatic: the entire team stays in sync. This is not a minor UI tweak — it redefines how meetings work. 👉 In short: “Dynamic Sidebar → Zero interruptions. Meetings with full unity.” If you agree, please give it a like. 👉 Next time, I’ll share my thoughts on how we should approach learning Microsoft 365. 第3弾：会議の一体感を生む ― 動的サイドバーの提案 第2弾では、個人ワークにおける縦型スクロールUXを取り上げ、整理しやすく混乱を防ぐ方法を提案しました。 しかし会議になると課題はさらに大きくなり、参加者ごとに異なるファイルを開いて全体の足並みが乱れてしまいます。 私自身も、既存のサイドバーにアプリを並べて試してみました。 しかしこれはあくまで「個人用」の仕組みで、ファイルは別ウィンドウで開いてしまうため一体感がなく、会議中に分断が生じてしまいます。 だからこそ必要なのが、**会議専用の「動的サイドバー」**です。 Copilot Pagesを母艦とし、参加者全員のファイルを一つの縦スクロールに統合することで、会議画面を閉じることなく、常に同じ視界で情報を共有できます。 共有視界 – 誰がどの資料を見ているか全員が把握できる。 中断防止 – 全員のファイルが共有されているため、探すという中断がなくなる。 途切れない進行 – 会議画面の切り替えがなく、常に同じ視界でストレスなく議論を続けられる。 最大の進化はこれです。会議画面を一度も閉じる必要がないこと。 さらに途中で開いた資料も自動的に追加されるため、進行を妨げません。 効果 会議の流れが止まらず、文脈を見失わない。 全員が常に同期し、足並みが乱れない。 これは単なるUI改善ではなく、会議のあり方そのものを変える提案です。 👉 一言で言えば: 「動的サイドバー → 中断ゼロ、会議の一体感を実現」 共感いただける方はぜひ「いいね」をお願いします。 👉 次回は、Microsoft 365の学び方・教育に関する私の想い を書きたいと思います。Introducing Copilot Memory: A More Productive and Personalized AI for the Way You Work
At Microsoft, we believe AI should work for you—not the other way around. That’s why we’re introducing memory in Copilot, a new capability that makes your Copilot more productive, more helpful, and more in tune with how you work.Upcoming September 2025 Microsoft 365 Champion Community Call
Join our next community call on September 23, 2025, to learn more about how to leverage Viva Engage for Microsoft 365 Copilot adoption. Our community calls are in the Teams webinar format, which means you must register to ensure you will be able to join the call when it starts. An on-demand recording will still be available on our Driving Adoption > Events pages, as well as on our Microsoft Community Learning YouTube channel. The calls will still start at 5 minutes past the hour for both sessions (at 8:05 AM and 5:05 PM PT), and it will still end at the top of the hour (9:00 AM and 6:00 PM PT, respectively). The registration links for both sessions are below. Once you register, you will receive an email confirmation and calendar invite with the event join link. https://aka.ms/M365ChampionCallAM https://aka.ms/M365ChampionCallPM Since our calls are open to everyone, you must be a member of the Microsoft 365 Champion Program in order to access the presentation materials - the access link is in the initial welcome email and the monthly newsletter emails sent the week before the community calls. If you have not yet joined our Champion community, sign up here to get access to the monthly newsletters, calendar invites, and program assets (e.g., the presentations).Microsoft 365 Champion community call | September 2025 | AM
Join our next community call on September 23 2025, to learn more about how to leverage Viva Engage for Microsoft 365 Copilot adoption. Host: Tiffany Lee Guest: James Tyer Moderator: Jessie Hwang 📢 NOTE: our community call format has changed to using Teams webinars to enable more dynamic discussions! Join link is still the same but you must register to be able to join the call when it starts: https://aka.ms/M365ChampionCallAM ⏰ 🗨️ Each call includes an open Q&A discussion section, where you'll have a chance to ask your questions about Microsoft 365. 👋 Join the Microsoft 365 Champion program today! Champions combine technical acumen with people skills to drive meaningful change. Our community calls are open to everyone but only Champions have access to the presentation resources (access link in the initial welcome email and in the monthly newsletters). Join now: https://aka.ms/M365Champions.
