r/CopilotPro

I’ve tried and it sucks. Even using templates, it just doesn’t understand what the design needs to do.

Has anyone found a workflow to go from chat to PowerPoint presentation

I am a PM. My company recently pulled full Microsoft 365 Copilot access (security reasons) and replaced it with a homegrown internal AI tool that has zero connection to email, SharePoint, or meeting recordings. I do have Atlassian Rovo for Jira/Confluence.

I used to lean on Copilot heavily for two things: pulling together spreadsheets/decks from stuff across email and SharePoint, and building out user stories. Both of those workflows are basically gone now.

Curious how other PMs are handling this kind of downgrade:

• How are you building trackers/decks without an AI plugged into your files?
• How are you writing user stories now — Rovo, a plain LLM, back to doing it manually?
• How are you handling meeting notes without an AI recap tool?

Appreciate any real-world workarounds

Copilot account updates begin August 18 and will roll out gradually, so the timing can vary by account.

After an account updates, users will no longer be able to start, join, or participate in Copilot Group Chats. Group Chat threads, messages, and generated images will not carry forward.

Regular chats and other Copilot content move to the updated app, but Group Chat content is an exception. If you used it, copy any messages you need into a document or notes app and download the images before your account updates.

Is there a way that I can organize my Copilot chats? I have some chats that I go back to weekly or even several times a week. For a while it puts ones like I was able to pin chats, but that disappeared.
I really like how ChatGPT has project folders. It would be nice if Copilot had something similar.

Seriously?!

Why do you use it? In which modality (assistant, coding… their naming is the worst and finally with recent news of unifying it a bit, is a good move).

I’m guessing you are mostly under a corporate contract? Like you got thise M365 licenses or VS IDE ones or sth like that?

Like, don’t the source LLM vendors give better experience and results eg. Codex or Claude or Cursor?

They don’t have the necessary integration to the M365 suite?

I kept going thru history here and I hadnt gotten the impression people are satisfied with it (+ it increased prices a lot a few weeks back?). People say “you got Opus in there”, but I also read things like “yes, but the answers are not as good and price is higher”. Also people bragging with “I’m unimstalling copilot”, lol?

I am mostly aiming at the software development angle of this, not the business users. Is the new MS original model offering anything worthy at all? Geniune ask, thanks.

They (MS) can’t have only D. Fowler vouching for it (and outting nice rag dolls at his table)… I must be missing sth so so much.

Me: extensive (build agentic systems amd harnesses) user (dev) of codex, claude and cursor.

Let’s say I have a chat within a project where I establish clear examples of a way a certain type of bullet point for a certain deliverable should be written.

If I start another new chat within that same notebook, does copilot pick up on the context/remember the rules that I established from the other chat?

Or do I have to restate/re-prompt the new chat on that?

I have been using the Opus Version of the Copilot regularly but over the last two days it has completely stopped working. When I try giving a prompt it returns saying" I am not able to answer that right now, to continue this conversation choose another model".It's working fine for excel though. Has anyone run into the same issue and can anyone help me know what could be the reason and when this might get restored.

I'm using Microsoft 365 Copilot (Premium) in a corporate/work environment. Up until about 2 days ago, Copilot Notebooks was working fine for me. I could add Word and PDF files as references and Copilot could read them and answer questions based on them.

Now it seems like it can see the reference, but can't actually read the file.

For example, if I ask it "What is the first paragraph of [filename]?", it tells me that it can see the title of the file but doesn't have access to the contents.

I've tried this with both Word and PDF files. I've also created a completely new Notebook and added the files there, but get the same result.

The strange part is that if I take the exact same file and attach it directly to a normal Copilot chat, Copilot can read it without any problem.

So it seems like something is broken specifically with the Notebook References. This was working normally just a couple of days ago.

Is anyone else seeing this? I'm especially interested in hearing from anyone using Microsoft 365 Copilot in a corporate environment. If it's working normally for you, that would also be useful to know.

Thanks.

I figured out how to switch the copilot key to open up chat gbt instead

Microsoft changed the engine under Copilot Studio on August 3rd. Every new agent now runs on the GitHub Copilot harness, the same engine behind GitHub Copilot's coding agent.

I recorded a walkthrough of what changed. Three details are easy to miss: Billing starts while you build, the harness choice is permanent, and agents created before August 3rd keep their old pricing only until September 1st.

I use chatgpt for business stuff and have a monthly pro membership $20. I have a M365 domain with a few accounts with a E5 license that I pay for monthly.

The issue I have with chatgpt is that it tends to give me a wall of text that has useful informatoin but I cant seem to split the data and ask niche questions. I need something that can give me a wall a text that I can split into chunks and ask questions and takes notes on.

Does Copilot do this? or is there a better ai maybe claude?

Getting the most out of copilot…Copilot Notebooks vs. Agents?

Background:

I'm a heavy Claude user in my personal life, and Projects is one of my most-used features…you upload files and reference docs once, and every chat in that project is grounded in them.

Now that I'm using M365 Copilot at work (Accenture), I'm trying to find the closest equivalent. Based on my research, CoPilot Notebooks seems like the obvious candidate, but I'm unclear on how the grounding actually works, and where Copilot agents / Agent Builder fit in?

My use case:

I work in change management with a lot of technical user stories that I need to turn into training deliverables and end-user material. I want to use copilot to help me craft wording of these deliverables, sections, etc.

I could significantly benefit from Al here, mainly for figuring out which features need training, translating technical concepts into non-technical language, and crafting the bullets, order, and sequencing for my training materials (the actual content), all while grounding it in previous finished and high quality deliverables. I really need it to get deep into detail on what goes on each slide, and to do that, it needs to analyze content from multiple lengthy documents at once. Ideally, it would also store context, methods, and examples from previous work so it gets better each time.

So, I’m looking to use copilot to serve as a:

-Institutional knowledge base process rules, style conventions, and workstream context)
-Drafting workspace (iterate on monthly deliverables here)
-Accumulated context (so work starts from established process rather than from scratch)

Questions:

Are,

1. copilot notebooks or agents better for my use case?
2. Do all chats within a Notebook automatically ground against every file/reference you've added to it, the way Claude Projects does?
3. Are there practical limits I should know about...? number of files, file size, staleness/refresh behavior?

Does anyone have ANY ideas for a prompt or a workaround or something where I can have copilot be able to pull a specific email attachment, and then file it in SharePoint?? I don’t understand how such a powerful tool is unable to do this, so surely it must be user error or lack of experience on my part.