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.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 containersCopilot 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. 👇Copilot Feedback - Power User Experience Improvements
As a frequent Copilot user for technical discussions, architecture, governance, Microsoft 365, Power Platform, and problem-solving activities, I would like more control over the user experience. Copilot has become a daily productivity tool, but several UI and usability improvements would significantly benefit advanced users. 1. Allow Disabling Suggested Follow-Up Prompts The suggested replies shown below every response may be useful for new users, but for experienced users they often add little value and consume screen space. Please provide an option to: Disable suggested prompts entirely Adjust their frequency or aggressiveness Enable them only for new conversations or learning scenarios 2. Make '/' and '@' Shortcuts Configurable The automatic triggering of slash commands and @ mentions while typing can be disruptive and may interrupt or replace text unexpectedly. Please allow users to: Disable these shortcuts Configure alternative trigger characters Require a keyboard shortcut before activating them 3. Add a Power User Mode Consider introducing a dedicated Power User Mode featuring: No suggested prompts Reduced UI clutter Compact layouts Fewer interruptions while typing Advanced customization options A productivity-focused experience 4. Compact Conversation View Long technical conversations can become difficult to navigate due to excessive spacing and scrolling. Please provide: A compact view option Reduced vertical whitespace More conversation content visible on screen 5. Conversation Search Many conversations contain valuable information that users want to revisit later. Please add the ability to: Search within a conversation Search code snippets and formulas Search by date or topic Quickly jump to matching results 6. Pin Important Messages Allow users to pin key answers, code snippets, formulas, decisions, or reference messages within a conversation so they can be easily found later. 7. Enhanced Copy Experience For technical users working with Power Apps, Power Automate, SQL, PowerShell, and other technologies: One-click copy for all code and formulas Preserve formatting during copy operations Support copying multiple related blocks together 8. User-Defined Response Profiles Allow users to create and switch between response styles such as: Technical Troubleshooting Power User Learning Mode Executive Summary Architecture Review This would reduce the need to repeatedly explain personal preferences. 9. Memory Transparency and Management Allow users to: View all stored memories and preferences Edit or delete individual memory items Temporarily disable specific memories Understand which memories are influencing responses This would improve transparency and trust. Summary Copilot is evolving from a simple chat tool into a professional productivity platform. Providing greater control over the interface, shortcuts, suggestions, memory, and conversation management would allow experienced users to tailor the experience to their workflow while preserving the current experience for those who prefer more guidance. Thank you for considering these improvements.Copilot API for usage
From the microsoft admin backend it is possible to download usage from copilot, so it is possible to see how many prompts users have made etc. But i struggle to find an API that support that lookup. If have found API that show last activity date - but need an API that shows how many prompts etc has been used. I don´t want to see what is prompted of course - but just to show amount of prompts, so we can verify how much usage there is and make some automation in case copilot is not used, as license then can be removedHow to Fix Microsoft Copilot Not Working on Windows: Easy Solutions That Actually Help
Microsoft Copilot can be a genuinely useful Windows companion. Whether you use it to brainstorm ideas, summarize information, create images, find answers, or get help with Windows settings, it can save a surprising amount of time. But when Copilot suddenly refuses to open, gets stuck loading, crashes, shows a blank screen, or simply stops responding, the experience can be frustrating. Link to the postSharePoint List Agent with Microsoft 365 Copilot – Create Lists Instantly with Natural Language
🚀 New Video! Introducing the SharePoint List Agent powered by Microsoft 365 Copilot Microsoft continues to push boundaries with AI in the workplace, and the new SharePoint List Agent is one of the most exciting capabilities rolling out right now. Based on Message Center MC1208689 and Roadmap ID 534606, this feature brings a huge productivity boost: you can now create SharePoint lists simply by describing what you need in natural language — directly within Copilot experiences across Teams, Outlook, Word, and more. In my latest YouTube video, I walk through: ✨ What the SharePoint List Agent is and how it works ✨ How Copilot turns structured content (orders, invoices, expenses, projects…) into lists in one click ✨ The updated GA rollout timeline for February 2026 ✨ Admin controls and licensing requirements ✨ Real scenarios where this feature saves time and reduces manual work This is a significant step forward for organizations using Microsoft 365 Copilot — making list creation simpler, faster, and more intuitive than ever. 🎥 Watch the full breakdown here: 👉 https://youtu.be/uypMK-jLw_0 If you work with SharePoint, Copilot, or Microsoft 365 in general, this is definitely a feature you’ll want to explore. Let me know what you think in the comments! 👇 #Microsoft365 #Copilot #SharePoint #M365Updates #AIProductivity #GiulianoDeLuca #SharePointListAgent #MicrosoftAdminsA Guide to Prompt Coach
Prompt Coach is a ready-to-use Agent built by Microsoft, included with free Copilot (Copilot Chat) and Microsoft 365 Copilot subscriptions. Teaches how to write clear, structured prompts Reviews existing prompts and suggests improvements Creates high-quality prompts tailored to your context Checks prompts for compliance and fairness Note: Prompt Coach is not available with Microsoft personal subscriptions Why use Prompt Coach ⭐ You’re new to Copilot (or any Gen AI tool) and learning how to prompt ⭐ Your prompts aren’t giving the results you want ⭐ You want to create effective prompts on the first try rather than a “trial-and-error” approach ⭐ You want to build skills to write your own high-quality prompts How to access Prompt Coach Go to M365 home and you will find Prompt Coach under the list of Agents. Let's go through a scenario 👤 You are a Recruiter 📝 You’ve written a job description for a new role and want a quality review before publishing ❓ You are not sure what prompt to use 💡 You know the prompt should start with “Analyze the job description” Step 1 - Open Prompt Coach and ask Analyze my prompt and provide feedback on how I could improve it "Analyze the job description" Step 2 - Receive actionable feedback from Prompt Coach Step 3 - Get an improved prompt from Prompt Coach 💡Tweak and refine what Prompt Coach gives you to make the prompt match your voice, context and goals.How Do I Secure Copilot? A Practical Guide to Protecting Your AI Assistant
Artificial intelligence has become an essential part of modern workplaces, and Microsoft Copilot is leading the way in helping organizations improve productivity. From drafting emails and summarizing meetings to generating code and analyzing documents, Copilot makes daily work faster and more efficient. However, with these powerful capabilities comes an important question: How do I secure Copilot? https://dellenny.com/how-do-i-secure-copilot-a-practical-guide-to-protecting-your-ai-assistant
