Update log── Tips added and revised
Tips added or revised, newest first. A revision means the source changed and the tip was updated to a new version.
November 2026
October 2026
- October 31, 2026Copilot Chat · AddedCreate, update and delete in third-party services from Copilot Chat
- October 31, 2026Operating AI Agents · AddedReview connector write/delete tools in the admin center and disable connectors
- October 28, 2026SharePoint / OneDrive · RevisedAI-assisted FAQ creation moves to the Copilot in SharePoint authoring experience
- October 28, 2026PowerPoint · AddedAttach an existing deck so a new presentation follows its theme and styles
- October 28, 2026Outlook · AddedOpen Copilot settings in classic Outlook for Windows
- October 28, 2026OneNote · AddedCapture audio, photos and typed notes in one session on Android
- October 28, 2026Excel · AddedRecord a recurring task as a reusable skill (skill recorder)
- October 28, 2026Excel · RevisedInvoke the clean data skill with @clean-data
- October 28, 2026Copilot Chat · AddedAsk Copilot about a shared desktop screen or mobile camera feed (Vision)
- October 27, 2026Operating AI Agents · AddedQuery Power Platform assets in natural language with the Cowork admin plugin
- October 24, 2026Choosing Between Opus and GPT · AddedGPT Chat Latest in Copilot Studio and notice for new major versions
- October 24, 2026Operating AI Agents · AddedRead ratings and comments on your agent with Insights Agent
- October 24, 2026Operating AI Agents · AddedEnable Agent feedback sharing in the Microsoft 365 admin center
- October 23, 2026SharePoint / OneDrive · AddedFix links that won't open on a SharePoint HTML page
- October 23, 2026SharePoint / OneDrive · AddedUpload an existing HTML file or folder to SharePoint
- October 23, 2026SharePoint / OneDrive · AddedCreate an HTML page in SharePoint by describing it to Copilot
- October 22, 2026SharePoint / OneDrive · AddedCreate an interactive HTML report from spreadsheets and notes in OneDrive
- October 22, 2026SharePoint / OneDrive · AddedAsk Copilot to organize a cluttered project folder in OneDrive
- October 22, 2026SharePoint / OneDrive · AddedSelect several spreadsheets in OneDrive and ask Copilot for trends and charts
- October 22, 2026Copilot Chat · AddedCreate a Cowork task that starts when an event occurs in a connected system
- October 22, 2026Copilot Chat · AddedAdd role-based plugins from the Roles & Industry library in Cowork
- October 21, 2026Grounding Copilot in Your Stored Content · AddedLimit Work IQ retrieve to the Microsoft 365 index with strategy grounding
- October 21, 2026Excel · AddedReview Copilot's plan in Excel plan mode before it edits
- October 21, 2026Excel · RevisedCopilot modes on iPad and iPhone: edit mode is rolling out
- October 17, 2026Operating AI Agents · AddedGive Dataverse agents least-privileged roles via Entra agent identity
- October 16, 2026SharePoint / OneDrive · AddedAdd a Copilot-curated knowledge base to a SharePoint site
- October 15, 2026Copilot Chat · AddedSee which memories and past chats shaped a Copilot Chat answer
- October 13, 2026Excel · AddedDescribe the data you need and let Copilot fetch it (get data)
- October 13, 2026Excel · AddedTurn workbook data into an interactive canvas with a prompt
- October 11, 2026Notebooks / Pages · AddedScope a Notebook prompt to the notebook only or to Work and web
- October 11, 2026Notebooks / Pages · AddedCreate a one-page PDF from a Copilot Notebook through chat
- October 11, 2026Notebooks / Pages · RevisedAdd Markdown, TXT and RTF files as references in a Copilot Notebook
- October 11, 2026Copilot Chat · AddedReopen recent Office files from Library in the Copilot app
- October 11, 2026Copilot Chat · AddedCreate a Word document from Chat or Cowork and edit it side by side
- October 7, 2026Teams · AddedFind past meetings by topic or keyword in Copilot
- October 7, 2026PowerPoint · AddedReference SharePoint or OneDrive files by name when creating a presentation (Mac)
- October 7, 2026Outlook · AddedOpen email attachments directly from Copilot search results
- October 7, 2026Outlook · AddedSort Outlook Mail results by date in Copilot Search
- October 7, 2026Notebooks / Pages · AddedAdd references to a Copilot Notebook from Quick Access in Search
- October 7, 2026Grounding Copilot in Your Stored Content · RevisedReport on items shared with Everyone and Everyone except external users
- October 7, 2026Copilot Chat · AddedOpen a referenced email beside Copilot Chat
- October 7, 2026Copilot Chat · AddedAsk follow-up questions in chat from Copilot Search results
- October 7, 2026Copilot Chat · AddedGet an alternative answer with Try Again or Switch Model
- October 3, 2026SharePoint / OneDrive · AddedTurn a document library into structured data with autofill columns
- October 3, 2026SharePoint / OneDrive · AddedExtract, reorder and split PDFs in SharePoint with Copilot
- October 3, 2026SharePoint / OneDrive · AddedHave Copilot read version history in SharePoint and restore an earlier version
- October 3, 2026PowerPoint · AddedUse prebuilt PowerPoint Skills to review flow and sharpen slide titles
- October 3, 2026Choosing Between Opus and GPT · RevisedCheck where GPT-6.1 Sol and Claude Sonnet 5.5 are available, and how limits work
- October 3, 2026Grounding Copilot in Your Stored Content · AddedDesignate trusted SharePoint sites as authoritative sources for Copilot Search
- October 3, 2026Copilot Chat · AddedCall agents with '/' and skills with '@' inside a prompt
- October 2, 2026Teams · AddedOpen Copilot from a message or selected text in a Teams conversation
- October 2, 2026Teams · AddedAsk Copilot about a recorded call in the Queues app shared call history
- October 2, 2026Operating AI Agents · AddedEnable, disable, block or assign plugins in the Microsoft 365 admin center
- October 1, 2026Choosing Between Opus and GPT · AddedClaude Fable 5.1 and GPT-6 Astra added to Copilot Cowork and Copilot Studio
- October 1, 2026Operating AI Agents · AddedTrack agent makers with the Users by creator type metric in the usage report
September 2026
- September 27, 2026Choosing Between Opus and GPT · RevisedModel selection is part of the USL, with Opus 5 coming under limits
- September 27, 2026Operating AI Agents · AddedCheck your own credit balance and usage history inside Copilot
- September 26, 2026Working with OneDrive · AddedCopilot in OneDrive reaches general availability on the SharePoint foundation
- September 26, 2026Concept Search and Insight across OneDrive Documents · RevisedCopilot Search is becoming the default search in SharePoint and OneDrive
- September 25, 2026Outlook · AddedAsk Copilot to delete, move, categorize mail, and manage inbox rules
- September 25, 2026Notebooks / Pages · AddedAdd a Teams meeting as a reference in a Copilot Notebook
- September 25, 2026Choosing Between Opus and GPT · RevisedPick the Researcher model directly from the model selector in Chat
- September 25, 2026Excel · AddedSee which edits came from Copilot in the Show Changes pane
- September 25, 2026Excel · AddedJump to workbook changes directly from the Copilot chat response
- September 24, 2026PowerPoint · AddedReference an email when creating a presentation with Copilot in PowerPoint
- September 24, 2026Notebooks / Pages · AddedAdd Outlook emails as a knowledge source in Copilot Notebooks
- September 24, 2026Choosing Between Opus and GPT · AddedCheck context window, output limit, and knowledge cutoff per Claude model on Anthropic's own page
- September 24, 2026Building AI Agents with Agent Builder · AddedUse a SharePoint list as a knowledge source in Agent Builder (up to 20,000 items)
- September 19, 2026Choosing Between Opus and GPT · AddedGrok-4.1 Fast (Non-Reasoning) is flagged as not recommended for production
- September 19, 2026Choosing Between Opus and GPT · AddedAdding an external model needs two separate admin settings
- September 19, 2026Choosing Between Opus and GPT · AddedCopilot Studio model release tags determine what you can rely on
- September 19, 2026Choosing Between Opus and GPT · Revised"Anthropic models with Data Retention" store data for up to 30 days
- September 19, 2026Choosing Between Opus and GPT · RevisedSteps to enable Anthropic models in the Microsoft 365 admin center
- September 18, 2026Choosing Between Opus and GPT · AddedSwitch an agent's primary AI model from its Overview page
- September 18, 2026Choosing Between Opus and GPT · AddedChoose by purpose: understanding the Deep / Auto / General model tags
- September 18, 2026Operating AI Agents · AddedAdmins control preview, experimental, and external model access per environment
- September 16, 2026PowerPoint · AddedSave a repeated workflow as a personal Skill for reuse
- September 16, 2026PowerPoint · RevisedTurn on stricter brand adherence for highly regulated decks
- September 16, 2026PowerPoint · RevisedCall prebuilt Skills like @Prepare for Questions in the chat pane
- September 13, 2026Choosing Between Opus and GPT · AddedNew Grok models in Copilot require an admin setting (off by default)
- September 12, 2026Word · AddedFormatting | For headings, tables of contents, headers and page numbers, name the scope and Word's built-in styles
- September 12, 2026Word · AddedReview | Asking Copilot to mark changed passages in yellow highlighter: check with Find, and remove it before sending
- September 12, 2026Word · AddedReview | Accept or reject Copilot's edits one at a time, and leave resolving comments to a person
- September 12, 2026Word · AddedReview | Have Copilot apply the review comments you chose, and report any it could not apply
- September 12, 2026Word · AddedReview | Before applying anything, have Copilot list the open comments and let a person choose which to fix
- September 12, 2026Word · AddedReview | Before Copilot edits, turn on Track Changes and make sure you can roll back
- September 12, 2026Word · AddedAsk Copilot to insert and format hyperlinks in a document
- September 12, 2026Word · AddedFind differences between two versions
- September 12, 2026Word · RevisedRewrites now highlight only the exact words that changed
- September 12, 2026Word · AddedTurn text into a table (Visualize as a Table)
- September 12, 2026Word · AddedCompare rewrite suggestions for selected text
- September 12, 2026Word · AddedAsk questions about a document and check citations
- September 12, 2026Word · AddedSummarize a long document
- September 12, 2026Word · AddedDraft from referenced files using /
- September 12, 2026Teams · AddedAdd Copilot to a group chat (preview)
- September 12, 2026Teams · AddedRun the meeting with Facilitator
- September 12, 2026Teams · AddedRewrite and adjust a message before sending
- September 12, 2026Teams · AddedCatch up on chats and channels
- September 12, 2026Teams · AddedReview AI notes and tasks in intelligent recap
- September 12, 2026Teams · AddedAsk Copilot after the meeting in chat or Recap
- September 12, 2026Teams · AddedUse Copilot without transcription or recording
- September 12, 2026Teams · AddedSet how Copilot can be used in your meeting
- September 12, 2026Teams · AddedAsk Copilot about the meeting while it runs
- September 12, 2026SharePoint / OneDrive · AddedClassic SharePoint pages can reduce the accuracy of Copilot responses
- September 12, 2026SharePoint / OneDrive · AddedBuild SharePoint-safe HTML using the tenant's own _html guidance page
- September 12, 2026SharePoint / OneDrive · AddedImprove a skill using tests and measured evaluations
- September 12, 2026SharePoint / OneDrive · AddedCreate a personal skill once and use it across all SharePoint sites
- September 12, 2026SharePoint / OneDrive · AddedUse SharePoint site agents to find internal documents
- September 12, 2026SharePoint / OneDrive · AddedCreate a OneDrive agent grounded in selected files
- September 12, 2026SharePoint / OneDrive · AddedAsk questions across files without opening them
- September 12, 2026SharePoint / OneDrive · AddedCompare old and new SOP versions in OneDrive
- September 12, 2026SharePoint / OneDrive · AddedSummarize up to 5 files in OneDrive without opening them
- September 12, 2026PowerPoint · AddedAdd a slide from a description
- September 12, 2026PowerPoint · AddedGenerate speaker notes
- September 12, 2026PowerPoint · AddedSummarize a deck and find key slides
- September 12, 2026PowerPoint · AddedBuild a draft deck from a Word document
- September 12, 2026PowerPoint · AddedCreate a new presentation with Agent Mode
- September 12, 2026Outlook · AddedSchedule a meeting through Copilot chat
- September 12, 2026Outlook · AddedDraft a meeting agenda with Copilot
- September 12, 2026Outlook · AddedCreate a meeting from an email thread
- September 12, 2026Outlook · AddedSave your writing style as draft instructions
- September 12, 2026Outlook · AddedAsk Copilot Chat in Outlook about your mail and calendar
- September 12, 2026Outlook · AddedUse Prioritize my inbox
- September 12, 2026Outlook · AddedCheck a draft with Coaching by Copilot
- September 12, 2026Outlook · AddedDraft an email with Copilot
- September 12, 2026Outlook · AddedSummarize a long email thread
- September 12, 2026OneNote · AddedCollect sources in a Copilot Notebook and ask questions
- September 12, 2026OneNote · AddedTake notes with Copilot from Microsoft 365 content
- September 12, 2026OneNote · AddedDraft a project plan from requirement notes
- September 12, 2026OneNote · AddedAsk questions about the notes in a section
- September 12, 2026OneNote · AddedOrganize a messy section
- September 12, 2026OneNote · AddedTurn meeting notes into a to-do list
- September 12, 2026OneNote · AddedSummarize notes on a page or section
- September 12, 2026Working with OneDrive · AddedYour sharing settings define what Copilot can surface
- September 12, 2026Working with OneDrive · AddedCopilot in OneDrive: supported types and 150 MB limit
- September 12, 2026Working with OneDrive · AddedScope Copilot to a SharePoint library or folder
- September 12, 2026Working with OneDrive · AddedHow your license changes OneDrive and SharePoint access
- September 12, 2026Working with OneDrive · AddedUploaded files are stored in your OneDrive
- September 12, 2026Working with OneDrive · AddedType '/' to reference OneDrive or SharePoint files
- September 12, 2026Notebooks / Pages · AddedDeleted notebooks cannot be recovered
- September 12, 2026Notebooks / Pages · AddedLabels work on Pages only; no Information Barriers
- September 12, 2026Notebooks / Pages · AddedSharing a notebook also shares its referenced files
- September 12, 2026Notebooks / Pages · AddedNotebooks answer only from the references you add
- September 12, 2026Notebooks / Pages · AddedShare a Page with the right link type
- September 12, 2026Notebooks / Pages · AddedPages and Notebooks are stored in SharePoint Embedded
- September 12, 2026Notebooks / Pages · AddedTurn a chat answer into a Copilot Page
- September 12, 2026Choosing Between Opus and GPT · AddedGPT-5.6 may be used automatically as the preferred model
- September 12, 2026Choosing Between Opus and GPT · AddedRead vendor API specs separately from Copilot limits
- September 12, 2026Choosing Between Opus and GPT · AddedUse audit logs to see which model answered
- September 12, 2026Choosing Between Opus and GPT · RevisedClaude Sonnet 5 and GPT-5.5 Chat now generally available as primary models in Copilot Studio
- September 12, 2026Choosing Between Opus and GPT · AddedIn Cowork, pick by the model description and effort level
- September 12, 2026Choosing Between Opus and GPT · AddedKnow how data handling differs by model provider
- September 12, 2026Loop · AddedChoose between Loop, Copilot Pages, and Notebooks
- September 12, 2026Loop · AddedEdit part of a Copilot Page with Ask Copilot
- September 12, 2026Loop · AddedSave a Copilot Chat answer as a Copilot Page
- September 12, 2026Loop · AddedDraft with the '/' Copilot menu (Create, Brainstorm)
- September 12, 2026Loop · AddedShare page changes with Recap
- September 12, 2026Loop · AddedInsert a Copilot answer into a Loop page
- September 12, 2026Loop · AddedCopilot in Loop has been reduced for now
- September 12, 2026Grounding Copilot in Your Stored Content · AddedGround Copilot in other systems with Copilot connectors
- September 12, 2026Grounding Copilot in Your Stored Content · AddedUse Restricted Access Control to actually block access
- September 12, 2026Grounding Copilot in Your Stored Content · AddedRestricted SharePoint Search is retiring
- September 12, 2026Grounding Copilot in Your Stored Content · AddedHide sites from Copilot with Restricted Content Discovery
- September 12, 2026Grounding Copilot in Your Stored Content · AddedUse DLP to keep labeled files out of Copilot processing
- September 12, 2026Grounding Copilot in Your Stored Content · AddedNew content inherits the source sensitivity label
- September 12, 2026Grounding Copilot in Your Stored Content · AddedEncrypted labels: Copilot needs VIEW and EXTRACT
- September 12, 2026Grounding Copilot in Your Stored Content · AddedHow the semantic index works and how to exclude a site
- September 12, 2026Grounding Copilot in Your Stored Content · AddedCopilot surfaces only data you can at least view
- September 12, 2026Excel · AddedOpen previous Copilot in Excel conversations from chat history
- September 12, 2026Excel · AddedTurn repeatable tasks into custom skills
- September 12, 2026Excel · AddedAsk Copilot to explain workbook change history
- September 12, 2026Excel · AddedGet answers computed with Python-based analysis
- September 12, 2026Excel · AddedHighlight, sort, and filter with a prompt
- September 12, 2026Excel · AddedCreate charts and PivotTables by describing them
- September 12, 2026Excel · AddedHave Copilot explain a formula
- September 12, 2026Excel · AddedAdd calculated columns in plain language
- September 12, 2026Copilot Chat · AddedManage custom instructions and memory (preview)
- September 12, 2026Copilot Chat · AddedUse Analyst to find trends in aggregated data
- September 12, 2026Copilot Chat · AddedUse Researcher for source-cited reports
- September 12, 2026Copilot Chat · AddedSave prompts you use often
- September 12, 2026Copilot Chat · AddedSupported file formats and splitting long files
- September 12, 2026Copilot Chat · AddedLook for the green shield (enterprise data protection)
- September 12, 2026Copilot Chat · AddedCheck the exact web queries in the citations
- September 12, 2026Copilot Chat · AddedDecide whether Copilot may use web search
- September 12, 2026Copilot Chat · AddedUse the Work IQ button to turn work data on or off
- September 12, 2026Copilot Chat · Added2026 renaming: Microsoft Copilot and Copilot Chat
- September 12, 2026Concept Search and Insight across OneDrive Documents · AddedPDF | Verify answers on the PDF page itself: open the cited source alongside and compare
- September 12, 2026Concept Search and Insight across OneDrive Documents · AddedPDF | When Copilot can't read a PDF, check in this order: password, label, DLP, size, count
- September 12, 2026Concept Search and Insight across OneDrive Documents · AddedPDF | Scanned PDFs may have no text: check first, and turn them into text before you use them
- September 12, 2026Concept Search and Insight across OneDrive Documents · AddedPDF | Find stored PDFs by meaning: PDF files are covered by the semantic index
- September 12, 2026Concept Search and Insight across OneDrive Documents · AddedPDF | Compare several PDFs: Compare files for up to five, a notebook when there are more
- September 12, 2026Concept Search and Insight across OneDrive Documents · AddedPDF | Open a PDF in Word and ask Copilot, keeping in mind that you are working on a converted copy
- September 12, 2026Concept Search and Insight across OneDrive Documents · AddedPDF | Ask an attached PDF by meaning and have it answer with the page, heading and a verbatim quote
- September 12, 2026Concept Search and Insight across OneDrive Documents · AddedPDF | Ask about a PDF open in Edge through the sidebar Copilot, signed in with your work account
- September 12, 2026Concept Search and Insight across OneDrive Documents · AddedPDF | In a PDF open in OneDrive, select a passage and use Explain this or your own prompt
- September 12, 2026Concept Search and Insight across OneDrive Documents · AddedPDF | Keep PDFs in OneDrive rather than on your PC, and make sure their text can be selected
- September 12, 2026Concept Search and Insight across OneDrive Documents · AddedBefore you use an answer, check facts, figures, names and dates against the source
- September 12, 2026Concept Search and Insight across OneDrive Documents · RevisedAsk what it changes and why: separate facts, implications and reasons
- September 12, 2026Concept Search and Insight across OneDrive Documents · AddedPull recurring themes out of many documents with a notebook
- September 12, 2026Concept Search and Insight across OneDrive Documents · AddedDecide the comparison criteria first, then line up to five files in a table
- September 12, 2026Concept Search and Insight across OneDrive Documents · AddedGenerate check questions and an FAQ, answer them yourself, then compare
- September 12, 2026Concept Search and Insight across OneDrive Documents · AddedCheck your understanding: have it test your own summary against the source
- September 12, 2026Concept Search and Insight across OneDrive Documents · AddedWith long documents, ask about a specific topic instead of asking for a summary
- September 12, 2026Concept Search and Insight across OneDrive Documents · AddedHave it return the passage with the file name and a verbatim quote
- September 12, 2026Concept Search and Insight across OneDrive Documents · AddedFor a large collection, add the whole folder to a notebook and ask
- September 12, 2026Concept Search and Insight across OneDrive Documents · AddedUse word search for fixed terms and Copilot for questions of meaning
- September 12, 2026Concept Search and Insight across OneDrive Documents · AddedWrite queries as meaning and conditions, not single keywords
- September 12, 2026Operating AI Agents · AddedSeparate what Entra Agent ID and Agent 365 cover
- September 12, 2026Operating AI Agents · AddedReview quality regularly in Copilot Studio Monitor
- September 12, 2026Operating AI Agents · AddedTrack agent use in Purview audit logs
- September 12, 2026Operating AI Agents · AddedRestrict features per environment with data policies
- September 12, 2026Operating AI Agents · AddedSet up pay-as-you-go for unlicensed Copilot Chat users
- September 12, 2026Operating AI Agents · AddedWhen capacity overage stops agents, and per-agent caps
- September 12, 2026Operating AI Agents · AddedWhat's included for licensed users, and the exceptions
- September 12, 2026Operating AI Agents · AddedPin the agents you want people to use
- September 12, 2026Operating AI Agents · AddedRetire agents knowing deletion is irreversible
- September 12, 2026Operating AI Agents · AddedAssign a new owner to ownerless agents
- September 12, 2026Operating AI Agents · AddedBlocking reach depends on how the agent was built
- September 12, 2026Operating AI Agents · AddedRoute org-wide publishing through request and approval
- September 12, 2026Operating AI Agents · AddedUse the Agent Registry as your inventory
- September 12, 2026Building AI Agents with Agent Builder · AddedDeep dive 2 | When to move to Copilot Studio, and what a copy doesn't carry over
- September 12, 2026Building AI Agents with Agent Builder · AddedDeep dive 2 | When something goes wrong, work from the symptom to the cause
- September 12, 2026Building AI Agents with Agent Builder · AddedDeep dive 2 | Know where admin settings affect makers
- September 12, 2026Building AI Agents with Agent Builder · AddedDeep dive 2 | Updates reach users only after Update: keep a change record and clear owners
- September 12, 2026Building AI Agents with Agent Builder · AddedDeep dive 2 | Evaluate with a fixed question set and follow usage in Monitor
- September 12, 2026Building AI Agents with Agent Builder · AddedDeep dive 2 | Limits of scoping: general knowledge can't be fully shut out
- September 12, 2026Building AI Agents with Agent Builder · AddedDeep dive 1 | Before sharing, check that people can open the knowledge
- September 12, 2026Building AI Agents with Agent Builder · AddedDeep dive 1 | Share with separate roles: chat only, or edit and manage
- September 12, 2026Building AI Agents with Agent Builder · AddedDeep dive 1 | Use starter prompts as test questions and check them on Try it
- September 12, 2026Building AI Agents with Agent Builder · AddedDeep dive 1 | Scope knowledge to what the answers actually need
- September 12, 2026Building AI Agents with Agent Builder · AddedDeep dive 1 | Build instructions from purpose, general rules, steps and output format
- September 12, 2026Building AI Agents with Agent Builder · AddedBasics | Set capabilities and starter prompts, test on Try it, then create
- September 12, 2026Building AI Agents with Agent Builder · AddedBasics | Knowledge source types and how many you can add
- September 12, 2026Building AI Agents with Agent Builder · AddedBasics | Name, description and instructions: what each does, and the 30 / 1,000 / 8,000 character limits
- September 12, 2026Building AI Agents with Agent Builder · AddedBasics | Three ways to build: describe, configure by hand, or start from a template
- September 12, 2026Building AI Agents with Agent Builder · AddedBasics | Where to open Agent Builder and who can use it