Stay in the flow: sharing documents from Copilot Chat

Agent Builder in Microsoft 365 Copilot picked up a lot this fall: skills that let one agent handle several jobs, skill packages that can run their own scripts, company systems your IT team can switch on as knowledge, and a new Plugins button in the Copilot app. Your Copilot license is quietly becoming a power user toolkit. In this episode of Tech Ease, I give you three simple questions for deciding when it's time to move to Copilot Studio, explain why the gap between the two tools is closing, and I'm honest about where Copilot Studio still leads, from workflows to model choice. I also cover the copy button and why SharePoint agents built in the older .agent file format need an upgrade before the end of March 2027.Chapters00:00 The demo that changed the question00:28 The basics: what an agent is00:49 What's new this fall02:17 When to move to Copilot Studio03:51 Inside the demo: skills and scripts04:31 Is the gap closing?06:21 Wrap-up: your first stepWatch on YouTube: https://youtu.be/g74Re0iJb34Some screenshots: Microsoft LearnFollow Tech Ease on Spotify

Could one weekly question give colleagues a reason to return to your intranet? I walk through the Weekly Pulse Quiz for SharePoint, including advance planning, department-specific questions, appearance options, and what anonymous answers really mean. The episode also explains its Microsoft Teams availability and how the quiz can be used in Microsoft 365 Copilot Chat.Watch on YouTube: https://youtu.be/P7vP8gJeqR0Code sample (GitHub): https://github.com/pnp/spfx-copilot-components/pull/75Follow Tech Ease for new episodes.

A finished presentation is only useful to your team if they can find it. Anand explains the Document Submission Form, a custom app that brings SharePoint document contributions into Microsoft 365 Copilot Chat, with a preconfigured Knowledge Base destination and the flexibility to choose another library. The same form also works on a SharePoint page for colleagues who prefer to start there.What we cover in this episode:The 4-step interruption: Why finished presentations and documents get stuck between a Copilot conversation and your team's SharePoint library.One form, two places: How the same component sits on a SharePoint page for colleagues who start from the intranet, and opens inline inside Microsoft 365 Copilot Chat when you're already working in chat.Built-in Home Base: Pre-configuring your team's default SharePoint site URL and destination library (Knowledge Base) so you don't have to look up an address every time—while still letting you switch destinations when a file belongs in another team's library.Library fields & permissions: Bringing in required and optional fields (Document Title, Category, Status) from the destination library automatically, and uploading with your existing SharePoint permissions.Boundaries & IT deployment: Microsoft 365 Copilot license requirements for the in-chat experience vs. standard SharePoint access on a SharePoint page, IT administrator deployment via the SharePoint App Catalog, and keeping destinations scoped within your company's SharePoint tenant.Chapters:(00:00) Finishing a presentation in Copilot — and the 4-step sharing interruption(00:26) Meet the Document Submission Form(00:46) One form, two places: on a SharePoint Knowledge Hub page(01:09) Submitting a document inline inside Microsoft 365 Copilot Chat(01:33) Configured Home Base: Site URL & Knowledge Base pre-filled(01:55) Changing the destination library when needed(02:19) The moment useful work becomes shared knowledge(02:40) Destination library fields & your existing SharePoint permissions(03:03) Boundaries: Microsoft 365 Copilot license vs. SharePoint access & IT deployment(03:28) Under the hood: SharePoint Framework (SPFx) & tenant boundary(03:51) How to start with your team & PnP Community contributionSource and implementation:Document Submission Form contribution, pull request #73: https://github.com/pnp/spfx-copilot-components/pull/73Deployment uses SharePoint Framework version 1.24, the SharePoint App Catalog, and Sync to Teams. The in-chat experience requires a Microsoft 365 Copilot license; the SharePoint page version requires appropriate SharePoint access.

Five Microsoft 365 updates worth your time (Season 4, Episode 23 — Monday, 26 October 2026). Non-channel Teams Loop and Facilitator meeting notes move to the meeting organizer's OneDrive from mid-November (MC1523076, RM576194), and Copilot Studio brings Topics, connected agents, Activity Map previews, and dev/test/prod lifecycle management to declarative Copilot Chat agents starting today (MC1518233). Meanwhile, Outlook begins retiring the Copilot Prioritize feature today through March 2027 (MC1519861), Microsoft Purview Data Lifecycle Management adds retention and eDiscovery support for Copilot Memory (MC1478965, RM569612), and Copilot Notebooks in OneNote add JPG, PNG, CSV, and TSV files as direct grounding sources (MC1519842, RM569211, MC1519841, RM569210).Chapters(00:00) Five Microsoft 365 updates this week (Mon 26 Oct 2026)(00:10) 1. Teams Loop & Facilitator notes in the organizer's OneDrive (MC1523076 / RM576194)(00:48) 2. Copilot Studio enterprise maker features GA for Copilot Chat agents (MC1518233)(01:36) 3. Outlook Copilot Prioritize feature retirement (MC1519861)(02:15) 4. Microsoft Purview retention & eDiscovery for Copilot Memory (MC1478965 / RM569612)(02:58) 5. OneNote Copilot Notebooks JPG, PNG, CSV & TSV grounding (MC1519842 / MC1519841)(03:44) Follow Tech Ease on Spotify & YouTubeLinks- Teams Loop and Facilitator meeting notes stored in the organizer's OneDrive (MC1523076): https://mc.merill.net/message/MC1523076- Roadmap: Teams Loop meeting notes in the organizer's OneDrive (RM576194): https://mc.merill.net/message/RM576194- Copilot Studio enhanced support for Copilot Chat agents (MC1518233): https://mc.merill.net/message/MC1518233- Outlook Copilot Prioritize feature retirement (MC1519861): https://mc.merill.net/message/MC1519861- Microsoft Purview Data Lifecycle Management retention for Copilot Memory (MC1478965): https://mc.merill.net/message/MC1478965- Roadmap: Microsoft Purview retention for Copilot Memory (RM569612): https://mc.merill.net/message/RM569612- Microsoft OneNote JPG and PNG references in Copilot Notebooks (MC1519842): https://mc.merill.net/message/MC1519842- Roadmap: JPG and PNG references in Copilot Notebooks (RM569211): https://mc.merill.net/message/RM569211- Microsoft OneNote CSV and TSV references in Copilot Notebooks (MC1519841): https://mc.merill.net/message/MC1519841- Roadmap: CSV and TSV references in Copilot Notebooks (RM569210): https://mc.merill.net/message/RM569210Deep dive: Copilot Notebooks: One Place for One Project (S4E20)- Spotify: https://open.spotify.com/episode/64PSB1hN5QInxpfhv8ckS2- YouTube: https://youtu.be/QqtV77qo21c- Watch this Day Brief on YouTube: https://youtu.be/fuUiv_R4TloTech Ease is independent and not affiliated with Microsoft. Microsoft, Microsoft 365, SharePoint, OneDrive, Teams, Purview, OneNote, and Copilot are trademarks of the Microsoft group of companies.

Ever landed on an intranet page and wondered whether any of it is still right? In this episode, Anand walks through the Verified Page Banner, a SharePoint Framework web part he built that shows who owns a page, when it was last confirmed, and lets readers flag content that looks out of date. He covers the one-click setup for site owners, and the step IT needs to take first to make it available in your SharePoint app catalog.Chapters(00:00) The intranet doubt: closing the tab to ask a colleague(00:20) What Verified Page Banner is & the two questions it answers(00:56) Confirm still current, reader flags & add-only visitor access(01:52) One-click site setup & self-healing SharePoint columns(02:56) Browser cache & setup fingerprint optimization(03:31) What it means for intranet owners and page authors(03:50) SharePoint app catalog rollout & community gallery PR(04:33) One takeaway you can apply to your top page todayTech Ease is independent and not affiliated with Microsoft. Microsoft, Microsoft 365, SharePoint, OneDrive, Teams, and GitHub are trademarks of the Microsoft group of companies.

What is Copilot Cowork, and how is it different from regular Copilot Chat? Anand explains how Cowork takes on longer, multi-step jobs, how Work IQ gives it context, and how skills and plugins extend it. He covers when Copilot Studio is the better fit, how to get started, and why Autopilot looks like the next step.Chapters(00:00) The Monday Power BI refresh chore(00:39) What Copilot Cowork is in plain words(01:04) Copilot Chat vs Copilot Cowork(01:31) Work IQ: the context layer underneath(01:57) Extension 1: Skills & SKILL.md playbooks(02:40) Extension 2: Plugins & IT governance(03:36) Back to Monday: small jobs that add up(04:02) Cowork vs Copilot Studio & how to start(05:03) Where it is heading: Microsoft Autopilot (Scout)Watch on YouTube: https://youtu.be/qlxD3dMrZ5c

Copilot Notebooks has changed a lot since last year's episode. Anand explains what a notebook is, what's new, including Markdown and text files and Notebooks for Copilot Chat users, and which features are available now, in early access, or coming soon, based on Microsoft's October 2026 Notebooks post. He ends with one simple way to start a notebook today, in Copilot or OneNote.Microsoft's October 2026 Notebooks post: https://techcommunity.microsoft.com/blog/microsoft-copilot-blog/whats-new-in-notebooks--october-2026/4559105Chapters0:00 How many places does one project live?0:24 What a notebook is0:49 Sharing, with private chats1:00 What's changed since last time1:27 What's in it for you: notebook only vs work and web1:58 Three everyday examples2:49 There's more coming: early access and coming soon3:22 The limits3:39 Try it todayFeature status (available now / early access / coming soon) as described in Microsoft's post. Screens in this video are illustrations.Tech Ease is independent and not affiliated with Microsoft. Microsoft, Microsoft 365, Copilot, OneNote, Word, Excel and PowerPoint are trademarks of the Microsoft group of companies.Watch on YouTube: https://youtu.be/QqtV77qo21c

Five Microsoft 365 updates worth your time. SharePoint and OneDrive agents move from .agent files to Copilot Agent Builder from mid-November, and .agent files stop working in April 2027 (MC1511052, with the Agent chat web part in RM575298). OneDrive's Copilot actions leave the File Explorer right-click menu (MC1515940), Copilot Studio Evaluations now explain why a test succeeded or failed (MC1518085), Copilot Studio agents get support for sensitivity-labeled files (RM571305), and Copilot Chat in Frontier can take on long-running, multistep work (MC1479277, with the Tasks view in Teams and Outlook in MC1458472 and MC1458470).LinksSharePoint and OneDrive agents move to Copilot Agent Builder (MC1511052): https://mc.merill.net/message/MC1511052SharePoint Agent chat web part (RM575298): https://mc.merill.net/message/RM575298OneDrive Copilot actions leave the File Explorer context menu (MC1515940): https://mc.merill.net/message/MC1515940Copilot Studio Evaluations improvements (MC1518085): https://mc.merill.net/message/MC1518085Copilot Studio support for sensitivity-labeled files (RM571305): https://mc.merill.net/message/RM571305Long-running, multistep work in Copilot Chat (Microsoft Support): https://support.microsoft.com/en-us/microsoft-365-copilot/use-copilot-chat-for-long-running-multi-step-workLong-running work and the Tasks view in Copilot Chat (MC1479277): https://mc.merill.net/message/MC1479277Tasks view in full-screen Copilot in Teams (MC1458472): https://mc.merill.net/message/MC1458472Tasks view in full-screen Copilot in Outlook (MC1458470): https://mc.merill.net/message/MC1458470Deep dive: Who's Going to Upgrade Your SharePoint Agent?Spotify: https://open.spotify.com/episode/0p4PB1IS3ueNGbmli0MQnSYouTube: https://youtu.be/Tf_UROiSEa8Follow Tech Ease on Spotify: https://open.spotify.com/show/0Cd8NsDE7kdQmLnbXe8Xx1Tech Ease is independent and not affiliated with Microsoft. Microsoft, Microsoft 365, SharePoint, OneDrive, Copilot, Teams, Outlook and Purview are trademarks of the Microsoft group of companies.

Someone on your team gets asked for a learning page. They know the content, but not the time to design tabs, quizzes and flashcards in SharePoint. Anand walks through the Learning Designer, his skill for Copilot in SharePoint: fill in a form, get a Word Learning Request Brief, press one button, and Copilot builds one self-contained HTML learning page with up to three stages, flip-card flashcards, a practice exercise and knowledge checks. You'll see the demo, what is inside the package (SKILL.md, the mapping file and the reference HTML), what the maintainers' review fixed, and lessons for anyone contributing a skill to the PnP repository.LinksLearning Designer skill (PnP sharepoint-skills): https://github.com/pnp/sharepoint-skills/tree/main/Skills/learning-designerTeam Newsletter Publisher skill (PnP sharepoint-skills): https://github.com/pnp/sharepoint-skills/tree/main/Skills/team-newsletter-publisherYouTube version: https://youtu.be/aP2TDM1YVP8Demo brief written for this video; the reference page is the sample bundled with the skill.Tech Ease is independent and not affiliated with Microsoft. Microsoft, Microsoft 365, SharePoint, Word, PowerPoint and Copilot are trademarks of the Microsoft group of companies.

Anand takes his Dynamics User Group talk, From Form to Document to Dashboard in SharePoint, and walks through two scenarios built on the same pattern: a monthly newsletter made from a document generation form and a Copilot skill, and a site safety audit where Copilot in SharePoint fills in library columns that feed a live HTML dashboard for a plant manager. An audience question from his session leads into the technical setup: editing the generated Word doc, using Copilot to help write skill instructions, the newsletter's file mapping and templates, and Quick Step buttons in both libraries. You'll see both demos and a fair look at when a list is the better tool than a Word report. For a closer look at the form side, listen to the episode What If Your Templates Filled Themselves In? The newsletter skill is on GitHub: https://github.com/pnp/sharepoint-skills/tree/main/Skills/team-newsletter-publisherLinksNewsletter skill on GitHub (PnP sharepoint-skills): https://github.com/pnp/sharepoint-skills/tree/main/Skills/team-newsletter-publisherEarlier episode, What If Your Templates Filled Themselves In? (Tech Ease on Spotify): https://open.spotify.com/episode/4Et2RAffYXPtdIARSc1yJeDemo data is made up; screens were recorded in a demo SharePoint site.Tech Ease is independent and not affiliated with Microsoft. Microsoft, Microsoft 365, SharePoint, Word, Dynamics and Copilot are trademarks of the Microsoft group of companies.