training and resources
41 TopicsPart 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。12Views0likes0CommentsCopilot Notebooks in OneNote (Windows): The AI Note-Taking Upgrade You Need
🚀 Big news for productivity enthusiasts! Microsoft has just introduced Copilot Notebooks in OneNote on Windows, and I’ve created a new video to walk you through everything you need to know. With this update, you can now: ✅ Combine the power of AI-driven Copilot with the flexibility of OneNote ✅ Create structured, interactive notebooks for brainstorming, planning, and learning ✅ Boost your workflow with context-aware assistance right inside your notes 📺 Watch my full breakdown here: https://youtu.be/tgmW873iWGk 💬 What do you think about AI-powered note-taking? Will this change the way you work? #Microsoft365 #Copilot #OneNote #ArtificialIntelligence #Productivity #WorkSmarter #DigitalWorkplace #AIinBusiness #FutureOfWork45Views1like0CommentsDeleting AI developed meeting recaps
Hello, We have recently begun utilizing the meeting transcript and AI generated transcript functionality for our meetings. However, we can discuss potentially sensitive information on our calls and so we would like to understand how to delete the AI notes from the recap once we have had adequate time to digest and review. I can see how to delete the full transcript, but I do not see an option to delete the AI meeting notes. And we need to confirm that once deleted they are cleared for good and cannot be deemed discoverable. Thank you for help that anyone can provide.110Views0likes1CommentIntroducing the New Surveys Agent in Microsoft 365 Copilot (Frontier Preview)
Microsoft has just launched Surveys Agent, a powerful new capability available through the Frontier program—giving early access to cutting-edge Copilot innovations. ✅ What is Surveys Agent? Surveys Agent is an AI-powered assistant integrated into Microsoft 365 Copilot that streamlines the entire survey lifecycle: 📌Create: Generate well-structured surveys instantly from a simple prompt (e.g., “Create an employee satisfaction survey”). 📌Distribute: Get a tailored distribution plan with recommended channels and response strategies. 📌Track: Monitor responses in real time and send automated reminders. 📌Analyze: Receive actionable insights and export results to Excel for deeper collaboration and analysis. 🔍 Why it matters - Save time: No more manual question building—just describe your intent. - Stay in control: Surveys Agent ensures you hit your response goals before deadlines. - Drive decisions: Turn feedback into insights quickly, enabling informed decision-making. 📺Check the Video i recorded at this Link https://www.youtube.com/watch?v=jloAp8wUp6470Views0likes0CommentsUseful Copilot features have disappeared from Outlook on the web
At my work, we mostly use the full Outlook desktop application, however, until recently outlook.office.com had better Copilot features so I ran both apps at the same time. In outlook.office.com, when you clicked the Copilot logo to open the panel on the right-hand side of the screen, you could get Copilot to quickly set your out of office automatic reply without having to leave the panel, or find time to meet with a colleague on a one-to-one basis. I found those features extremely useful, but in recent days they seem to have disappeared. Instead, when you click the Copilot icon to open the panel on the right-hand side of the screen in outlook.office.com, it is just a version of Copilot Chat. These were fantastic time saving features and I miss them. Will they be brought back into outlook.office.com?229Views1like4CommentsMy 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 rows1.1KViews2likes4CommentsCan Copilot extract and concatenate all paragraphs containing given keyword?
I want to upload ebooks and papers to Copilot and ask it to extract and concatenate every paragraph containing strings I give it, eg "Battery pack". I haven't been able to make it do this. Right now Copilot 1) misses most occurences of simple keywords (missed 57/60) 2) tries to summarise instead of extracting verbatim text 3) doesn't understand the limits of a paragraph and when it does find an occurence correctly, it extracts most of the page. Can anyone suggest how I can drive it better please? Thanks.281Views0likes2CommentsCopilot 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?120Views2likes1CommentWhat 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 that247Views1like4CommentsHow do I make an Agent available to my team? Is it possible even if they have no license?
Hi everyone, I have been learning Copilot and practicing for last few days. It's been fun and challenging (mainly due to different ways to create Agents) but have been getting used to it. However, I do have 2 questions I wanted to get a confirmation on. Question 1. I created and published an Agent using Copilot Studio page. How do I make it available in this 'Agents' section on the top right? Is it possible to make it available for myself for testing (production) then make it public for all of our team members? Question 2: Is it possible for team members without Copilot license to those agents too on this Copliot page above? I went to the agent i created/published on Copilot Studio, clicked Channels, and clicked 'Teams and Micorosft 365 Copliot' button. In there, I checked 'Make agent available in M365 Copliot' and saved + republished too but still not seeing it. I clicked 'See agent in Microsoft 365' which opened Copliot page and clicked 'Add' when it prompted me about the agent but nothing happened. I tried re-publishing as well but same result... Thank you very much in advance.389Views1like3Comments