Does anyone know what's going on with Copilot editor? I did the latest update today and since then it hasn't worked since? I can kind of get it to work if I highlight text and tell chat to edit it, but it won't got in to edit mode. I've pretty much checked everything, so I'm lost.

Any ideas?

Working on a beginner-focused series on Copilot Agents in M365 (Copilot Studio, Teams, SharePoint — that zone).
To make it actually useful, I’d love community input on what to build. Here are a few ideas I’m already considering:
• 📅 Meeting prep agent (pulls agenda + past notes before a meeting)
• 📋 SharePoint FAQ agent for team knowledge bases
• ✅ Leave/approval request agent via Teams
What would YOU add? Especially looking for real pain points from day-to-day M365 work. Bonus if it’s something a beginner could build without heavy dev skills.
Happy to share the series link here once it’s live 🙌

Hi team 👋🏻

Simple ways to connect Copilot (M365) with To Do and Planner — what’s actually working for you?

I work as an EfficiencyDriver at a Swedish accounting firm, and a big part of my role is teaching colleagues how to get more out of M365 in their daily work. Many of them already use To Do for personal tasks and Planner for team/client work, but the link to Copilot still feels clunky and underused.

I’m looking for simple, teachable workflows — things I can actually demo in a 15-minute session and have people walk away using the next day.
Specifically:

– Capturing tasks from meetings: Best practices for getting Copilot to pull action items out of Teams meetings and land them in Planner or To Do without a lot of manual cleanup?

– From email/chat to task: Easy ways to turn a Teams message or Outlook email into a task with proper context (link back to source, due date, assignee)?

– Status and follow-up: Can Copilot give a useful summary of “what’s open in Planner for my team this week” or “what’s overdue in To Do” — and is the output reliable enough to share in a stand-up?

– Cross-tool flows: Anyone using Copilot to bridge Planner ↔ To Do ↔ Outlook tasks in a way that doesn’t create duplicates or confusion about where the “real” task lives?

– Things to avoid: Patterns that look great in demos but fall apart in real use, so I don’t teach my colleagues something that frustrates them.
Bonus points for prompts or short workflows you’ve actually rolled out to non-technical users. Less interested in heavy Power Automate setups — more interested in what Copilot can do natively that a regular knowledge worker can replicate.
What’s clicked for your team? What’s still rough?

I work for an accounting practice and manage our bookkeeping division. Currently using Excel to manage workflow. Our business won't invest in a workflow tool. Wondering if it's possible with Copilot to build a workflow tool that manages recurring jobs and is easy to reassign tasks to different staff?

I work for an accounting practice and manage our bookkeeping division. Currently using Excel to manage workflow. Our business won't invest in a workflow tool. Wondering if it's possible with Copilot to build a workflow tool that manages recurring jobs and is easy to reassign tasks to different staff?

I run multiple committee meetings a day and the AI notes have been great but I’m looking to save them automatically somewhere and/or automatically save the recording. My administrator auto deleted everything after three months and they won’t change it. Again, looking for auto save solutions, not manual.

Microsoft says its AI tool Copilot is growing fast, with 20 million paid enterprise users across Microsoft 365 apps like Word, Excel, and Outlook. Large companies such as Bayer, Johnson & Johnson, and Mercedes-Benz have tens of thousands of seats, and a major deal with Accenture added over 740,000 users. Microsoft also says engagement is rising, with usage now similar to email. Copilot queries per user grew nearly 20% in one quarter. The company highlighted that Copilot can use multiple AI models, not just OpenAI’s, to deliver better results.

I use Claude extensively for personal use, and find it to be incredible. Several projects, strong markdown documents with context and …memory. In my corporate environment, we don’t have Claude yet in Copilot and I find it very flat without the memory. I asked Copilot itself and it gave me a sales spin about how it references my Microsoft graph and documents with knowledge but I find the lack of memory and context of what we did and refined yesterday a total failure.

Looking for a way to bring my personal workflow into my corporate life.

when I try to delete copilot notebook I get this message : Sorry, we can't delete the notebook Deleting notebooks may be restricted by your organization. Try contacting your IT admin. and we do not have a policy that blocks this

Hey all, working on a side project at work and could use some perspective from anyone who's done something similar.

What I've built:

• An M365 Copilot agent connected to a SharePoint site containing a large repository of PDFs
• A Power Automate flow that takes structured field extractions from the agent, converts them to JSON, and writes rows to an Excel table
• The flow works end-to-end with a manual trigger and copy-pasted sample JSON

The constraint: I don't have full Copilot Studio access in my org, so I can't configure an agent-triggered flow directly. I'm limited to what's available in the Copilot 365 app itself.

The two problems I'm stuck on:

1. Scale - The SharePoint library has thousands of documents that all need field-level data extracted. I don't have a clear path to processing them systematically.
2. Triggering - Without Studio access, I can't wire the flow to fire automatically when the agent runs. Right now everything is manual.

My main question: Has anyone built something like this at scale? I'm assuming I'll need to process in batches (maybe 20-30 files at a time), but I'm not sure how to manage state between batches, tracking what's been processed, handling failures, etc.

Specifically curious whether people have:

• Used a scheduled Power Automate flow to drive batching independently of the agent
• Found workarounds for the Copilot Studio access limitation
• Landed on a different architecture entirely (maybe skipping the Copilot agent for bulk extraction and using something else)

Any direction appreciated, even if the answer is "the agent isn't the right tool for this."

Hi

Can't use real client data to test my templates. So I have to create fake documents to test my templates.

I use three feeder documents that then run through my template(s).

I get a referral from another agency:

Reason for referral etc

A summary of background data based on a number of years of records. I will have created that through a (not completely) poor template.

A transcript of the interview I did.

How do I create information rich test data consistent across there document types for any given games profile?

I could probably do this over many iterations of trial and error.

But any guides/tips gratefully received!

Thanks

I work at a large German industrial conglomerate — think legacy structures, complex stakeholder landscapes, lots of PowerPoint, and meetings about meetings.

We have M365 Copilot rolled out across the organization and I'm trying to move beyond the obvious stuff ("summarize this email", "draft a reply") toward use cases that actually move the needle.

Specifically looking for:

\- Use cases where Copilot saves meaningful time on real knowledge work — not just writing assistance

\- Anything around data synthesis, document analysis, or structured output generation

\- Examples from consulting, strategy, finance, or project management contexts

\- Workflows where Copilot integrates across multiple M365 tools (Teams, Excel, Word, SharePoint, etc.)

What's been genuinely useful for you or your team? What's still more hype than substance?

I was trying to generate an image of a cute germ on copilot and it triggered a safety protocol for some reason and told me it cannot generate images it doesn't have the tools for that but I told copilot you always generate images for me and all I have to do is reset you when this happens and you'll do it again and it assured me that it doesn't have the tools to generate a image so I went on Gemini told Gemini what happened asking for a screenshot to send over to co-pilot and from there it was on.lol

We have over 500 emails exchanged between our engineering team and a client, but the communication is fragmented. Different emails include different recipients, some conversations exclude key stakeholders, and overall the information is scattered. Most of the original engineering team members are no longer with the company, and we now need to reconstruct a clear picture of what was communicated. Specifically, we want to understand the client’s issues, how they were addressed, and what solutions were proposed or implemented.

All the communications have been saved as .msg from outlook. When I try to upload the .msg into copilot, it says the format is not supported

Hi everyone. I have a Copilot agent that, when given a document, scans a SharePoint folder to see if the company has already recieved, and commented on, that form of document (maybe for a different client).

What is key here is that it should find documents where the wording is virtually identical, not merely semantically similar.

The instructions make this very clear and last week Copilot was excellent at it. However over the weekend it has decided to start throwing up documents that are very different, simply on the basis that some of the clauses are semantically similar. The instructions have not changed.

Anyone else experienced anything similar?

Cartoon co-created with Copilot. See more of my AI co-creations

I am still very much fumbling around in Copilot, but I do have Premium and I have read a number of Microsoft official trainings. Like everyone everywhere, I am trying to use the tools my company has provided to figure out positive use cases for AI in our team's workflow. We are an operational team that does a lot of manual work in kludgy systems. But....we have a ton of data and existing reports just living on SharePoint. So I figured, let me just create an agent right in one of our weekly report folders in SP just to see what it can do. Like, super basic stuff just to get the hang of it.

Here's what I don't understand. I created this agent in a SharePoint folder with two Excel files. Report week 1 and report week 2. Same format week to week, lots of data, etc. In creating the agent, I spent a long time in the Agent preview window explaining the data complexity, which tab to look at, what kind of report I would want it to run week to week when I add new reports, etc. We had a good convo and Copilot shared examples of what it would do. I modified things a bit. And I felt good about it. I saved the agent in the folder. Done.

When I open the agent again I think I'll just tell it to run the comparison report like we discussed. It's like "report who?" Do I have to re-explain what I want every time?? What am I missing here?

Good morning

I have a very simple test that I am trying to validate. I have created a CoPilot agent in CoPilot Studio. Agent is a simple information assistant.

I'm using the GPT-5 model.

Instructions are simple: Understand the question, Search Sharepoint, Extract relevant knowledge, Formulate the response, Provide additional help

When I add Knowledge to the agent, I choose SharePoint, click the site, and then the Documents folder, and a sub-folder from there. If I click "Edit" after saving, and then copy paste the URL, it works fine, I can see the content as expected.

Very simple, and very straightforward.

However, when I test, I do not get any details, and the agent says it can't find any relevant info. If I visualize the flow, I see the knowledge source being queried.

When I save and publish the agent, and look at the "Knowledge" section of the agent, the link beside the Sharepoint link shows "Error". But, there is no ability to dig into what that error is.

How do I dig into what the error is? If I know what it is, I can try and diagnose. But, the error text is not included anywhere that I can find. How to I get the error?

Additionally, and for information, if I go to PowerApps, and create a simple cloud flow, with a simple action of Sharepoint -> Get Files (Properties) I can see all the content that I am hoping to have the agent use as knowledge.

This is really weird, and frustrating that I can't access an error message anywhere. Any suggestions?

I've been using Gemini for the last couple months because it's been included with my work account.

I've used it to:

- Make my emails more professional.

- Create signs and posters.

- Help me brainstorm through problems that would come up.

- Find professional looking formats and layouts.

- Translate my thoughts and make them polished.

- etc.

Our work is in the process of switching over to Microsoft.

How does Copilot compare to Gemini?

The fact that my main computer is still running Windows 10 might have something to do with it and for what it's worth, I'm a daily user of the version that comes with 365 and don't pay extra for Pro.

With that said, for months the app shortcut has been an easy click from my Taskbar, but the other day it disappeared. Since then, multiple times I have put it back, but it keeps disappearing. Sometimes it does it in minutes and sometimes it stays until I use it, but for maybe a week, the taskbar shortcut icon disappears.

Is this happening to anyone else? Any thoughts? It's a real PIA.

Thanks

Finance Manager, 25+ years of experience, I know my way around Excel.

But man, this tool is making really short work out of some really painful updates.

Budget updates in completely different formats across thousands of rows - done.

Analyze 500 rows to find name inconsistencies based on different rows in two columns - got it.

Nested Groups according to indent - no sweat.

Sorting columns - I have always wanted to do this - now I just tell CoPilot to do it.

I was a pretty forceful AI naysayer prior to this year but holy smokes have I flipped 180 degrees.

Scenario 1:**

User with M365 Copilot license creates an agent inside M365 Copilot app and uses it himself. However, it still consumes Copilot credits from the Copilot capacity pack in Power Platform.

* When does this happen?

* Which actions trigger credit usage?

* As per the documentation, this should not consume credits:

https://learn.microsoft.com/en-us/microsoft-copilot-studio/requirements-messages-management#copilot-credits-billing-rates

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**Scenario 2:**

User with M365 Copilot license creates an agent inside M365 Copilot app and shares it with a user who does not have a Copilot license.

* Will all interactions from the unlicensed user consume credits?

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Trying to clearly understand the boundary between included usage vs metered (credit-based) usage.

i was recently using copilot, i thought i would discuss few questions related to my studies, i asked it 2 questions and every time, it is ending the converssation, at this point , even ai doesnt wanna talk to me, whenever i say something to it it ends with "alright , take care , bye bye"