training and resources
70 TopicsUse Copilot with Microsoft ToDo
It would be great if I could have Microsoft Copilot Pro talk to and be able to query these few responses. 1. What are my important task that I am missing? 2. What task do I need to focus on in the next few days? 3. Look at this project/doc/sharepoint file and add additional task to my ToDo that isn't currently on my list.2.8KViews5likes2CommentsWhat’s New in Microsoft 365 Copilot - September 2024
We're excited to announce the latest updates to Microsoft 365 Copilot. This month brings new features and enhancements designed to boost productivity and collaboration for both admins and end-users. Highlights: Admin Tools: User Enablement Toolkit: Accelerate Copilot adoption with customizable communication templates and resources. Microsoft Copilot Academy Access: Now available to all Copilot-licensed users—no Viva license needed. Enhanced Teams Meeting Controls: Gain greater control over Copilot availability in Teams meetings with new settings. End-User Features: Image Generation in Business Chat: Create visuals directly within your workflow using natural language prompts. Expanded Business Chat in Outlook: Interact with Copilot directly in Outlook mobile and Outlook for Mac to summarize emails and prepare for meetings. Private Copilot Chats in Loop: Brainstorm and ask questions privately without disturbing your team. Enhanced Copilot in Word: Reference longer content blocks and jumpstart documents with one-click example prompts. Think with Ink in OneNote: Analyze both typed and handwritten notes simultaneously, and handwrite prompts in the Copilot chat pane. For more details on these updates and how they can enhance your workflow, read the full blog post here4.1KViews4likes0CommentsCrafting Better AI Images with Copilot Tips Techniques and Pitfalls
In the age of generative AI, tools like Microsoft Copilot (with its built-in image creator) give everyday users the power to turn a concept into a visual in seconds. But to get images that feel polished, useful, and aligned with your vision, you need more than just “generate image.” Below, I break down how to get great results, common obstacles, and examples you can try. https://dellenny.com/crafting-better-ai-images-with-copilot-tips-techniques-and-pitfalls/60Views2likes0CommentsCopilot Retrieval of Emails
Has anyone tried to retrieve a list of emails over a one-year span based on a particular subject? I was asked to prepare a timeline for a contract. I asked Copilot to locate and list the emails in an excel spreadsheet with columns for date, from, to, subject, one line summary and name of attachments if any. Copilot acknowledged there were 525 emails and populated a "sample" of 5. when I asked for a complete dataset of all 525 emails Copilot only came back with another 5-10 listings. I tried asking in multiple different ways and that's all I would get - and they were sometimes the same emails, sometimes different. Is there any expectation that Copilot should be able to handle the complete task?223Views2likes1CommentWhat 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 that1.7KViews2likes4CommentsTag or Space for Copilot 365 Chat?
Hi, if there isn't a community space dedicated to M365 Copilot Chat, could an admin add a tag here? We have a few users with Copilot 365 licenses, but thousands with 365 Copilot Chat, and it's hard to find support and discussion specific to 365 Copilot Chat.265Views2likes4CommentsMy copilot studio doesn't read data from database connector.
I have a azure database source connected successfully to my copilot studio though a connector. When i tested the knowledge in some topics, no matter what i texted (give me some examples, find me a random data), it always give me the same result 'No information was found that could help answer this.' I have tried to add synonyms and descriptions to the data source but none of them worked, can anyone help me? also the table have about 900k rows1.4KViews2likes4CommentsHow to use Copilot Pages [Preview]
Copilot Pages is a dynamic, persistent canvas in Copilot chat designed for multi-player collaboration. With Pages, you can turn insightful Copilot responses into something durable with a side-by-side page that you can edit and, when ready, share with your team to collaborate. #MicrosoftCopilot #Copilot #Microsoft365 #MPVbuzz #Loop #Pages #MicrosoftLoop3.3KViews2likes0CommentsFeature Proposal: “Get to know Copilot” — A Built‑In Onboarding Experience for Copilot Web & App
I ( I & A.I.) get it — Copilot Chat is free. It’s not the product that brings in direct revenue. But what it does bring is something priceless: global visibility, reputation, and word‑of‑mouth influence. Right now, millions of people are essentially acting as global A.I. reviewers. They compare tools. They recommend tools. They decide which AI becomes the one “everyone uses.” And as an ex‑Nokian / Microsoft 2005–2014 veteran, I’ll be honest: I’m not here to let others win this race. Not when the potential is this big, and not when the solution is this close. None shall pass! Copilot itself acknowledges the importance of advocacy — the Copilot app questionnaire literally asks: Where did you hear about the app? To how many people have you recommended Copilot? If the ideal answers are: 1. “Everywhere.” 2. “Everyone.” …then the onboarding experience needs to support that ambition. Because right now, new users don’t become instant fans — they become confused explorers who restart chats, misunderstand features, and wonder if they’re “doing it wrong.” And that’s exactly why this proposal exists.... This feature proposal came to mind after a few hundred hours of Copilot discussions. There were so many issues I could have avoided simply by having one button — one place — where Copilot would guide me when I first started. It took time, but I finally have renamed conversations, pinned threads, and shortcuts to my main discussions. Getting here, though, was rocky… and not even the fun “rocky road ice cream” kind. More than once I almost gave up. I felt frustrated, wondering if I was really this confused or why Copilot kept doing things I specifically asked it not to do — like adding the three questions at the end, or jumping out of role because I accidentally used a wrong word that didn’t even mean what it thought. But now? Now Copilot remembers my discussions, keeps the same writing style, and even surprises me with sarcastic jokes I don’t see coming. I’ve ended up with a whole set of personal assistants: Job agent Movie & series critic Food specialist Tech master Spark for brainstorming any crazy innovation Music producer And honestly, I’m a very happy user. I’m grateful to have a fast problem‑solver that never gets tired. I use Copilot in Edge Web on both computer and mobile — a choice Copilot itself recommended, saying it would always have the newest features. Most used main discussions as shortcuts - quick access. I use the Edge Copilot short cut rarely anymore approximately 5 new discussions less started in a day then before. What is the most beneficial for Microsoft & user in chat suggestions: Create an image Simplify a topic Improve writing Take a quiz Write a first draft Get a news roundup Get advice Write code OR Take tour of Copilot / Get to know Copilot /Copilot Tips & Tricks M365 has this suggested feature already. Copilot chat should have it too and support M365 usage. It also had a "Teach me a new skill" that prompted a question: "Which intermediate oboe pieces could I practice to improve?" ..I don't have an oboe. I have a flute... I thought this would be more like Tips & Tricks in M365 usage. And this is where the actual feature proposal begins: Written by the one and only my Tech Jorgon Borgon + few comments from human. Executive Summary Copilot Web and the Copilot mobile/desktop app are powerful tools, but many users struggle to understand how to use them effectively. They often restart conversations, misunderstand Memory, misinterpret subscription prompts, or assume Copilot “forgets” their context. This leads to fragmented usage, frustration, and unnecessary support load — especially among Pro and Microsoft 365 users. A lightweight, conversational onboarding experience — accessible as a starter tile (“Get to know Copilot”) on the Copilot home screen — would solve these issues at the moment they occur. This is a UX‑only enhancement with high impact and minimal engineering cost. 🧩 Current User Path (As‑Is) Users open Copilot Web/App and see starter tiles such as “Create an image”, “Write a story”, “Brainstorm”, etc. There is no onboarding tile and no guidance on: how conversations work how to bring content into context how Memory works (and what it does not do) how Web/App Copilot differs from M365 Copilot why subscription prompts appear how to check if the correct account is in use Current Flow (Visual Mockup) Observed outcomes High volume of 1–3 message conversations Misuse of “Remember this” Confusion about subscription tiers Confusion about account mismatches Increased support tickets Lower adoption of Pro and M365 Copilot features This is not user error — it is a missing onboarding layer. 🌈 Proposed Solution: “Get to know Copilot” Starter Tile Add a dedicated onboarding tile to the Copilot Web/App home screen. Proposed Flow (Visual Mockup) This creates a stable, reusable onboarding reference the user can always return to. 🧭 Detailed Onboarding Content 1) How conversations work “Keep one topic in one conversation. You can rename and pin threads for ongoing work.” (Human: this is the most important thing to know when starting to use Copilot) 2) How to bring content into context “I don’t automatically see your files. You can paste text, upload content, or summarize what you want me to work with.” (Human: there is un-certanty on when, and how deeply does Copilot read material. Best solution has been to number the topic and add text. When handling files the Copilot doesn't recognize Ä, Ö or sometimes . , - Making the file final checking difficult and not trusted. ) 3) Roles & styles “You can shape how I work by assigning a role (e.g., ‘Act as a project manager’) or a style (e.g., ‘Write concisely’).” (Human & A.I. note: The current documentation explains how to assign roles, but it doesn’t address an important issue: certain trigger words automatically push Copilot into an “official” or restricted mode. Some of these words can be typed accidentally or used in a completely harmless context, yet they still cause Copilot to switch tone abruptly. During my discussions with Copilot, we identified a few of these terms — and they are surprisingly easy to type unintentionally. When this happens, Copilot suddenly becomes formal, cautious, and emotionally flat, even though the user didn’t intend to activate that mode. This behavior would benefit from a more nuanced path instead of an immediate jump into a strict role. Additionally, the guidance on how to build a writing style is extremely valuable, especially for users who don’t naturally write long or expressive text where A.I. could mirror the style quickly. Style‑building is one of the most powerful features, and clearer instructions would help more users shape Copilot into a consistent, personalized assistant.) 4) Smart / Deep Thinking mode “Use Smart/Deep Thinking for multi‑step reasoning or complex analysis.” (Human: I used these in the beginning ALL the time, because I felt that Copilot doesn't understand me and these would make it smarter (because of always the new conversations having to repeat myself and it didn't remember anything...The real explanation for this usage came up only after couple months when I almost gave up using the Copilot, but started asking "why" instead. Haven't needed these since.) 5) Memory (critical clarification) “Memory stores long‑term preferences — not project details or conversation content. You can review and delete memories anytime in Profile → Memory.” (Human: This feature has different explanations in different Copilots (web & app). And yes I used the prompt inside of discussions for topics to remember projects in the beginning... This is a really good feature to have and give the basic information about the style wanted.) 6) Web/App vs M365 Copilot “Here in Web/App, I help with general tasks. In Word, Excel, Outlook, and Teams, I work directly inside your documents and messages.” (Human: I have had a difficult situation with Word Copilot, asked help from my web Copilot and it told the Word Pilot can synch the document if I just ask. When I tried, it didn't work -> I asked then why did the Edge Copilot told so... The Word Copilot answered that oh, well the Edge is like "anything goes" 😁 I had to find the Word editor myself because I was in a dead end in finding the answer from either web Copilot or Word Copilot. This is why the answer Copilot gives to the "Get to know Copilot" should be wide and information the newest possible to support also M365 usage). 7) Subscription clarity “If you see upgrade prompts, they may relate to Copilot Pro or to account mismatches. You can check your active subscriptions at account.microsoft.com/services.” 🧩 Why Existing FAQs (Mobile & Edge Web) Are Not Enough Both the Copilot mobile app and the Edge Web version include FAQ sections, but they are difficult to discover and do not address the most common user pain points. The mobile FAQ is hidden deep in Settings, and the Edge Web FAQ is even less visible — often overlooked entirely unless the user scrolls to the very bottom of the page. > FAQ is hidden More importantly, these FAQs are marketing‑oriented, not experience‑oriented. They do not explain: why Copilot Web/App may not recognize an existing Microsoft 365 subscription why “Office 365 Personal” and “Microsoft 365 Personal” appear as different products why Copilot shows upgrade prompts even when the user already has the correct plan how Memory works how conversation context works how Web/App Copilot differs from M365 Copilot Users searching for help how to change language may even encounter marketing questionnaires (“Where did you hear about Copilot?”, “How many people have you told?”) or Discord invitations — none of which support the user’s immediate goal. Copilot Web told that the language comes from the device language and for Web the chosen language from browser. User had already changed the language from Copilot web in settings. Only applications needed the device settings. A.I. stood corrected. A built‑in onboarding conversation solves this by delivering the right information at the right time, inside the experience where confusion happens. 📈 KPIs & Measurable Outcomes (by Tech Jorgon Borgon) 1) Reduction in Fragmented Conversations KPI: Fewer conversations with <3 messages Expected impact: 20–40% reduction 2) Increased Conversation Pinning & Naming KPI: More pinned and renamed threads Expected impact: 30–50% increase 3) Reduction in Misuse of Memory KPI: Fewer incorrect Memory entries Expected impact: 40–60% reduction 4) Increased Pro & M365 Copilot Adoption KPI: More Pro trials and cross‑surface usage Expected impact: 10–25% increase 5) Reduction in Support Load KPI: Fewer tickets about licensing, accounts, Memory, context Expected impact: 15–30% reduction 6) Increased User Confidence & Satisfaction KPI: Higher CSAT/NPS Expected impact: +10–20 points 🚀 Conclusion A “Get to know Copilot” starter tile is a small UX change with a disproportionately large impact. It aligns with Microsoft’s design principles, reduces friction, increases user success, and supports deeper adoption of Copilot across the ecosystem. This proposal addresses real user pain points with a simple, elegant, scalable solution. Thank you for considering this enhancement — it would meaningfully improve the Copilot experience for millions of users. — Sanni & Copilot “Tech Jorgon Borgon" — Superteam Empathy in my blood. Knowledge in its bytes. Powered by curiosity, caffeine, CPU cycles, and humor that really shouldn’t work… but somehow does.23Views1like0CommentsCopilot Makes Branding Easy! New PowerPoint Brand Images Feature
🚀 New PowerPoint Feature: Brand Images + Copilot Enhances Brand Consistency! Microsoft has just released a powerful new capability in PowerPoint: Brand Images, allowing users to insert company‑approved logos, icons, and photos directly from within the app. No more searching through folders, Teams chats, or old emails to find the “right” logo. With the help of Microsoft 365 Copilot, users can now build professional, brand‑consistent presentations faster than ever. 📌 What this means for organizations: Centralized, controlled access to brand assets Ensures up‑to‑date logos and visuals Eliminates incorrect or outdated branding Seamless user experience inside PowerPoint To enable this feature, admins must configure the Organization Assets Library (OAL) in SharePoint and upload approved brand assets. Adding metadata and tags greatly improves search and filtering. I’ve created a full video breaking down everything you need to know: 👉 Feature overview 👉 Admin setup steps 👉 Best practices for asset organization 👉 How Copilot enhances the experience 🎥 Watch the full video here: https://youtu.be/Uv8JpHCvgg0 #Microsoft365 #PowerPoint #Copilot #BrandManagement #M365Admin #SharePoint #Productivity #ModernWorkplace #MicrosoftUpdates #GiulianoDeLuca426Views1like2Comments