Connect with me: ☕ Buy me a coffee: www.buymeacoffee.com/lisacrosbie 🖇 LinkedIn: www.linkedin.com/in/lisa-crosbie/ 📼 TikTok: www.tiktok.com/@lisa.crosbie 🐦 X (Twitter): twitter.com/LisaCrosbie 📚Take my LinkedIn Learning Course: Microsoft Power Platform Fundamentals (PL-900) Exam: Power Apps www.linkedin.com/learning/microsoft-power-platform-fundamentals-pl-900-cert-prep-power-apps/ 📹I use Camtasia for video recording and editing - if you're interested in trying it yourself, you can use my affiliate link to help support my channel - techsmith.z6rjha.net/n1vbMR
Great video. In my company, instead of asking a style guide specific questions, it will be much more useful to give it a draft document and have the copilot essentially proofread the text for compliance with the style guide. The folks I am training won’t know what they don’t know, so they’re less likely to ask about proper comma usage (for example). Similarly, we might ask the copilot to draft a document while ensuring compliance with the style guide. It would be awesome to see some examples of how to implement these concepts. Keep up the great work!
@@LisaCrosbie were you able to test this? I made a style guide for my organization in Copilot but I wasn't able to get it to proofread some text based on those guidelines. Let us know if you find out some way to do that. 🚀
Hi Lisa. Thanks very much for this video - very informative and easy to follow. A good example of the type of subject matter most people would appreciate being a bit more accessible. In that vein, I would be interested to see a data/Excel example. If you have the time and energy 😊. PS great work recapping the recent Microsoft releases on Copilot etc. Your versions are much easier to digest, for a non-technical person like me!
Thank you so much for letting me know the recent release videos are helping - I do enjoy making them. Copilot working off Excel spreadsheets is high on my list of things to test and make a video about next, so stay tuned.
Could you load in the style guide into Copilot and then give it some unformatted references and then have it output the references in the correct style as detailed in the style guide? That would be much more useful than asking what the style would be, have it give you the definition of the style and then you have to run off into MS word and type it all out.
The documents are uploaded and securely stored in Dataverse, but anyone using the copilot will have access to them, regardless of permissions or security. So I wouldn't be using this for anything highly confidential, or if you do, then the Copilot itself needs to be published somewhere secure (e.g. a private Teams channel). Documentation here learn.microsoft.com/en-us/microsoft-copilot-studio/nlu-documents
📝 Summary of Key Points: 📌 Microsoft Co-pilot Studio is demonstrated to build a co-pilot that can navigate and find information in existing documents or websites. 🧐 The speaker shows how to create a co-pilot, connect it to websites and documents, and adjust content moderation levels. 🚀 The co-pilot uses a large language model to provide real-time answers with references, without requiring specific trigger topics. 🚀 The co-pilot can be published and made available to users through various channels such as Microsoft Teams, websites, or mobile apps. 💡 Additional Insights and Observations: 💬 "The co-pilot applies a large language model to find information and provide references." 📊 No specific data or statistics were mentioned in the video. 🌐 The co-pilot references the Australian government style manual and a PDF document for providing detailed responses. 📣 Concluding Remarks: The video demonstrates how Microsoft Co-pilot Studio can be used to create a co-pilot that can navigate and find information in documents and websites. The co-pilot utilizes a large language model to provide real-time answers with references. It can be published and made available to users through various channels. This tool can be valuable for individuals or teams looking for an efficient way to access information and provide accurate responses. Generated using Talkbud (Browser Extension)
I find some websites it works for and others it just says "I'm sorry, I'm not sure how to help with that. Can you try rephrasing?" Could just be coincidence but smaller companies it does this for but bigger companies e.g. Apple it does not. Could there be something we need to plugin to the website to enable this?
You're right, I've had that fail as well. It's an indexing issue, it uses Bing to do the web search underneath. See if Bing returns any results from your site, and if it doesn't - it's an indexing / SEO problem worth raising with the website admins.
Hi Lisa. Great video showing how quick and easy it is to create a Copilot. Would you be able to show an example of how to go about building a Copilot to help generate Marketing Plans with Google Ads, Facebook Ads and new Recipe formulations from a restaurant image that is uploaded? Thanks.
I watched this a second time after watching the compare video. I have a use case. Honestly, I probably have a few, but I can come up with at least one private, one public, and one non-profit basis. I like the non-profit one the best, but the model of marketing doesn’t really matter. I’m a House Dad and former IT professional. I’ve done some freelance projects through volunteerism and through private practice. How can I share with you one idea, and see if you like the copilot “library?” model. Do I need to make a TH-cam video or something?
I can see that you are building your CP in a US environment. How do we know if our AU environment has all the features working? FYI, I have yet to be able to upload any files (Word, Excel or PDF) and have my specific content discoverable in the CP. I have waited hrs and even days for some processing. Thoughts?
Hi Lisa. Great video, thanks Can you please consider using the Generative AI section with data from an excel file in table format and with URLs in one pf the columns pointing to external sources? Thanks
I have just done that and not happy with what I got. I have a massive workbook with more than 10 worksheets. I asked if it can tell me how many worksheets exist in total, it gave me 5. I asked it to simplify/explain a formula in a certain cell in one of the worksheets; it instead explained how I should read the formula. Could I have missed something?
yes, you are correct. I downloaded the error message and it was saying that because of more restrictive permissions settings it was grayed out. Thank You.
Hi Lisa! Awesome content! Could you please consider creating a video showing how to create a copilot, applicable to Dynamics 365 CRM? I wonder if I can create a copilot that will help sellers with their CRM related tasks, or just to serve as a manual on how to work with this or that CRM functionality.
This is a really interesting area, yes. There is also Sales Copilot designed for that - one that sits inside Dynamics 365 Sales, and one inside Outlook. Then the model driven apps copilot. Definitely and area I"m going to do more with, stay tuned.
Fantastic educational studio! Thank you. I was disappointed with the experience. I referenced a website that had imbedded documents but it couldn't find basic responses like the submission deadline. I then uploaded one of the documents and it could answer basic questions but missed out on a lot e.g., e.g., ‘what is the submission deadline?. Bot said: I’m sorry, I’m not sure how to help with that. Can you try rephrasing? And I get getting this response 'Escalating to a live agent is not currently configured for this bot, however this is where the bot could provide information about how to get in touch with someone another way. Is there anything else I can help you with?..
Great video thanks. My question is related to getting Copilot to summarize or aggregate information in a data source. For example if I upload an Excel file that has names and costs, it doesn't seem to be able to aggregate or summarize? Fir example how many people or what is the total cost? Shouldn't it be able to do this?
Great video Lisa, very easy to follow! 🏆 I made my first copilot. Thanks so much. 🙏 You mentioned at 5 minutes in that you have a video on using "topics." Which video is that?
Awesome, well done! I have still got that one coming, but here's an old version from when it was Power Virtual Agents - not all the same, but the concepts should still help. th-cam.com/video/0csF-BCHW0I/w-d-xo.html
Hi Lisa, I'm impressed with the bot within a minute, What I would like to see is create customised chatbot for an organization of 500- 1000 people, we are currently using Microsoft 365 as our CRM and have multiple entities for raising & resolving the issues acrosss the organization, can you pls help me with how we connect copilot to CR to fetch essential details and how can publish it to targeted people while maintaining securities & permissions to sensiive info
Hello @LisaCrosbie, I'm curious to know if Microsoft Copilot Studio supports custom bot logic. For example, if we create an Azure Web App and need Copilot to call its endpoint and respond accordingly, does Copilot have this capability?
Hi Lisa, I love your videos! Thanks so much for your efforts and insights. I have one question: if I were to build, design and publish this Copilot Studio (as Knowledge Base and Ticketing System) via MS Team for 100 colleagues, I only need to buy my own Copilot License, right? All of us aldy have the MS 365 licenses to use Teams. Many Thanks.
Dear Lisa. Can Studio connect with Twitter or LinkedIn for a particular individuals profile posts? Could that individual or another ask Studio to then draft a post ‘in the tone’ of the individual and in any topic of choosing? This would be great for professionals who post for awareness, influencers or communication professionals.
Great video thanks Lisa. I' would like to see a Copilot for Confluence. Confluence is a fantastic tool for creating documentation, but not so much for searching for information if you don't already know where the information is located. I suspect that having a Copilot will help a lot to mitigate this issue
@LisaCrosbie are there files that Copilot Studio likes better? Like a PPT pdf vs a Word doc? And does document formatting affect the results? I uploaded a document and asked for High "Content Moderation" and it just cannot read the regular pdf at all. Help me!
Hi, Lisa. I am using Sway as a course catalog. Sway doesn't have a great find/search feature built-in so I could see a Copilot helping in that regard. Since my Sway has a web address, do you know if I could add a Copilot?
9 หลายเดือนก่อน
Great Intros, Thanks a lot, what about adding a SharePoint Site to Copilot Studio, Would be really a great topic.
Awesome video, but I have one question. Do you only need a "normal" 365 licens, or do you need to buy anything else to be able too implement your own copilot bot with copilot studio?
You only need azure if you want to do custom search, index, AI models on your data with azure AI yourself and then bring that back in to Copilot Studio. If you don’t need or want to go there and just use Copilot Studio with the underlying LLM provided you don’t need any additional licensing.
Hi Lisa! Thanks for the video. I completed the same steps as you but used a SharePoint site as the data source - unfortunately the copilot didn’t produce any answers. Do you know whether SharePoint is currently not supported? Thanks
Yeah, this was my first inclination as well - to test it on a corporate SharePoint site. I'm not shocked by it not working, however, as wouldn't it undermine the commercial intent of the licensed 365 Copilot offerings? What are your thoughts, Lisa?
I haven't tried that exact use case, but I have noticed that it can be flaky. I've found that the best practice is to wait a bit after uploading and then click on the "Use Generative answers" toggle. If that still doesn't work, toggle the Generative answers again (Off, save, On, Save).
Pricing details are here - this is to purchase it if you don't already have Copilot for Microsoft 365 www.microsoft.com/en-us/copilot/microsoft-copilot-studio#Pricing
I have been able to remove docs and add new ones, and add new websites and retest without needing to republish. If your bot is live and published to a channel, then yes you would need to republish
Can anyone help? Im not able to sign in to Microsoft copilot studio Error: We can't finish signing you up because Microsoft Copilot Studio isn't currently available for your work or school account associated with
Yes, you can - I haven't done a video on it yet, but the Microsoft documentation is here learn.microsoft.com/en-us/microsoft-copilot-studio/nlu-generative-answers-sharepoint-onedrive?WT.mc_id=BA-MVP-5003537
Greetings, I'm curious if you've done or would do a video on the licensing options for CoPilot. What are the differences between M365 CoPilot, Dynamics Sales CoPilot, etc. Thank you.
Do you have a video on how to get the demo website working when it is disabled in the channels tab? It seems that the only channel that is not disabled is the Microsoft Teams channel. Is there additional configuration required?
You need to go into Settings - Security - Authentication - and set it to no authentication. Publish again. Then you will see the demo website available to use.
Hello Lisa! Thank you for this useful video. Do you know if it is needed to get a copilot license to create a MS team chat bot ? Similar a Virtual assistant. I have a business ms account. Thank you
Say you needed to send the same email once a month but have different data each month. Could it help you just change the data each month or even perform a calculation and keep the rest of the email the same? Just trying to think of use cases.
Copilot isn’t designed for that kind of thing, you can use Power Automate for that. Run a scheduled flow each month and connect the flow to your data source to pick up the current data for the email.
Hi, great video! Say, would it be postbilen to use the copilot to draft a style guide based on an existentiella web site. Ie put the full site in as you shown and then prompt the copilot to draft a style guide based on the actual web site?
It’s designed to be good at summarising so if you pointed it to the website I’d say it could do a good summary for you. But if you want it to create a whole formal document this won’t be the right tool.
@@LisaCrosbie thanks for the responce, appreciate it😊 Ok, as I thought. I want to create a formal doc. Can I use the AI in some smart way to support this process?
Great video. Thanks. It does not seem that the copilot is available for end users. It only seems to be accepting 'work' emails to allow access. Not sure if you experienced otherwise. Thanks.
You need to publish it to somewhere that the end users can access - Teams, website, etc depending on the use -where have you published it that the users need to login? You do need a work email to log in to create a copilot, but if you publish it in a public place like a website there is no license to use it (unless you have it connected to a data source that needs authentication)
@@LisaCrosbie Thanks Lisa. I looked at it last night and it's kind of sad to see that I can't just use it on my excel sheet right away :( I was planning to connect an excel data sheet and add a copilot chat window to my Power Apps app and ask the copilot questions about it.
It depends on what kind of data is in the spreadsheet. From what I’ve tested here if it’s a reference table it works fine, but if you’re using excel as something that really should be in a database then it doesn’t.
Question - I have a small business and currently gmail as email domain. when i try to login to copilot studio with my Microsoft 365 acct (gmail) it stops me and say a personal account can’t be used. Is copilot available to individuals to trial?
If you're trying to log in to Microsoft Copilot Studio (as shown here) you will need a work account, yes. if you want to use the general Copilot (copilot.microsoft.com), formerly known as Bing Chat Enterprise, that's a different thing and you can do that with your personal Microsoft account.
Thanks! So you could publish a bot to Microsoft Copilot (former Bing Chat Enterprise)? How would that look like? Or is that the Microsoft M365 Copilot? And all you need is one license for you as the admin?!
You can create a standalone Copilot (as shown here) and publish to any of the channels made available here - e.g. Teams, website, apps etc.. The licensing for that is done per tenant, not per user. If you want to publish to Microsoft Copilot, that's the Microsoft 365 Copilot - and you need to have the license for Microsoft 365 Copilot to do that.
If you’re looking to replace Microsoft Access or starting with a database application in mind have a look at Microsoft Dataverse and Power Apps here Power Apps Model-Driven Apps: Tutorial for Complete Beginners (2023 UPDATED) th-cam.com/video/JtMKcvQcKNY/w-d-xo.html
Is there a similar way to make Custom Copilots using our documents on Sharepoint and OneDrive only for internet use within out O365 tenant? (Not published out to the outside world)
Thanks for the video-- i am hitting the belwo exception --i get the authentication error when trying to access the chat bot - how do i fix this? Error Message: Authentication is not configured for this bot Error Code: AuthenticationNotConfigured
It's pretty hard to troubleshoot in this forum - are you trying to connect to an authenticated source like SharePoint, and if so have you configured the authentication? If not, try going into Authentication in the settings area and making sure it's set to No Authentication. Try republishing. If none of that helps, I'd suggest posting with full details in the community forum - many of the product staff are responsive there.
Hi Lisa. I have a knowledge base Sharepoint site, I want to build a copilot that is connected to that site so that it only references that information. How do I do that?
Glad you found the solution. I haven't worked much with Loop, but the Copilot for Microsoft 365 works there - does this help support.microsoft.com/en-au/office/get-started-with-copilot-for-microsoft-365-in-loop-966eb1a2-b5ec-4532-8a9d-f1aaeda7f90e
I have some project reports which i want to convert to ppt with help of AI. With the copilot studio, can i just give the onedrive link ( as website) and ask it to create a PPT?
No, you’ll need the Copilot for Microsoft 365 license to do that, the experience of being in PowerPoint and asking it to create a deck based on something from OneNote is part of that.
Thanks - yes, this is essentially what used to be PVA, but with more added - name and language change, and then all the parts that connect to Copilot for Microsoft 365 are new.
Hey Lisa, Good Content thank you for the video. Actually I was also trying to make a Generative AI chatbot for testing, I have registered a development account on Microsoft to test this. I have followed the same steps but I am unable to get any answers, is it because it is a premium feature? Can you please confirm if you are using a paid version or free? Also, though I have selected options of Generative AI regions in Power Platform Settings I wanted to confirm if this feature has been only rolled out for US yet and that is what causing a problem for me? Thanks in advance, response would be highly appreciated.
Everything I’m showing in this video I did on a free trial so that’s not the problem. I used a US environment here but it has since rolled out to more countries (I can now do it in my Australian trial environment too). If you can see the generative AI toggle then you have it in your region). You might like to try the community forum for specific troubleshooting if you’re still stuck.
@@LisaCrosbie Hey Lisa, thank you for the reply. I was able to create one for myself, actually the issue was related with some initial time lag that it takes to configure the chatbot. When I tried querying my chatbot again after a day I was able to get responses from the documents and websites link I had provided. Thank you for the support.
Copilot Studio as shown in this video is $200/tenant/month. If you want Copilot for Microsoft 365 you can buy that for $30/user/month as an add on to your Office 365 or Microsoft 365 license.
It really depends what kind of technical document you mean - if, for instance, it is the technical specifications of a product or system, you can use it as a chatbot to ask any questions to quickly find the information in that documentation - so it could be used by an end user to find help.
@@LisaCrosbie so I have multiple files with an assortment of data (patent related etc) with multiple columns and rows. At the moment I just want to get one of those files into the system but I can't. If I try to create a new table in the environment recognises that I have 400 rows, previews 20, but only imports 20. If I try another route it sometimes creates the table but it's empty. Have been online with support for hours and am basically getting nowhere.
Yes, the only limitation is that the URL can’t be more than 3 levels deep with /. I’ve also seen it not work on sites that aren’t being indexed properly by search engines.
I’ve had that problem when I point it to a website that isn’t indexed or if I run it too soon after I upload a document (it takes a few minutes to index the document). Could it be either of those things?
I made a bot for that and imagine what happened when I asked the Bot (Wikipedia Helper) who is Jimmy Wales....Don't hold your breath. It can currently reference or understand almost nothing even though I have it the URL for Wikipedia. It needs to learn still....lol @@LisaCrosbie
Connect with me:
☕ Buy me a coffee: www.buymeacoffee.com/lisacrosbie
🖇 LinkedIn: www.linkedin.com/in/lisa-crosbie/
📼 TikTok: www.tiktok.com/@lisa.crosbie
🐦 X (Twitter): twitter.com/LisaCrosbie
📚Take my LinkedIn Learning Course: Microsoft Power Platform Fundamentals (PL-900) Exam: Power Apps www.linkedin.com/learning/microsoft-power-platform-fundamentals-pl-900-cert-prep-power-apps/
📹I use Camtasia for video recording and editing - if you're interested in trying it yourself, you can use my affiliate link to help support my channel - techsmith.z6rjha.net/n1vbMR
where are my comments :) google LOV111VOL
Came back to buy you a coffee or 3. Much appreciated.
Thank you so much, I"m feeling properly caffeinated and very much appreciate that.
Great video. In my company, instead of asking a style guide specific questions, it will be much more useful to give it a draft document and have the copilot essentially proofread the text for compliance with the style guide. The folks I am training won’t know what they don’t know, so they’re less likely to ask about proper comma usage (for example). Similarly, we might ask the copilot to draft a document while ensuring compliance with the style guide. It would be awesome to see some examples of how to implement these concepts. Keep up the great work!
Oh that’s a great use case thank you. I’ve used ChatGPT to do that myself, I will see how and it whether it works here.
@@LisaCrosbie were you able to test this? I made a style guide for my organization in Copilot but I wasn't able to get it to proofread some text based on those guidelines. Let us know if you find out some way to do that. 🚀
Hi Lisa. Thanks very much for this video - very informative and easy to follow. A good example of the type of subject matter most people would appreciate being a bit more accessible. In that vein, I would be interested to see a data/Excel example. If you have the time and energy 😊. PS great work recapping the recent Microsoft releases on Copilot etc. Your versions are much easier to digest, for a non-technical person like me!
Thank you so much for letting me know the recent release videos are helping - I do enjoy making them. Copilot working off Excel spreadsheets is high on my list of things to test and make a video about next, so stay tuned.
Could you load in the style guide into Copilot and then give it some unformatted references and then have it output the references in the correct style as detailed in the style guide? That would be much more useful than asking what the style would be, have it give you the definition of the style and then you have to run off into MS word and type it all out.
Hi Lisa, can you advise how would be the security & data privacy if sensitive documents being used?
The documents are uploaded and securely stored in Dataverse, but anyone using the copilot will have access to them, regardless of permissions or security. So I wouldn't be using this for anything highly confidential, or if you do, then the Copilot itself needs to be published somewhere secure (e.g. a private Teams channel). Documentation here learn.microsoft.com/en-us/microsoft-copilot-studio/nlu-documents
📝 Summary of Key Points:
📌 Microsoft Co-pilot Studio is demonstrated to build a co-pilot that can navigate and find information in existing documents or websites.
🧐 The speaker shows how to create a co-pilot, connect it to websites and documents, and adjust content moderation levels.
🚀 The co-pilot uses a large language model to provide real-time answers with references, without requiring specific trigger topics.
🚀 The co-pilot can be published and made available to users through various channels such as Microsoft Teams, websites, or mobile apps.
💡 Additional Insights and Observations:
💬 "The co-pilot applies a large language model to find information and provide references."
📊 No specific data or statistics were mentioned in the video.
🌐 The co-pilot references the Australian government style manual and a PDF document for providing detailed responses.
📣 Concluding Remarks:
The video demonstrates how Microsoft Co-pilot Studio can be used to create a co-pilot that can navigate and find information in documents and websites. The co-pilot utilizes a large language model to provide real-time answers with references. It can be published and made available to users through various channels. This tool can be valuable for individuals or teams looking for an efficient way to access information and provide accurate responses.
Generated using Talkbud (Browser Extension)
I find some websites it works for and others it just says "I'm sorry, I'm not sure how to help with that. Can you try rephrasing?"
Could just be coincidence but smaller companies it does this for but bigger companies e.g. Apple it does not.
Could there be something we need to plugin to the website to enable this?
You're right, I've had that fail as well. It's an indexing issue, it uses Bing to do the web search underneath. See if Bing returns any results from your site, and if it doesn't - it's an indexing / SEO problem worth raising with the website admins.
Hi Lisa. Great video showing how quick and easy it is to create a Copilot. Would you be able to show an example of how to go about building a Copilot to help generate Marketing Plans with Google Ads, Facebook Ads and new Recipe formulations from a restaurant image that is uploaded? Thanks.
I watched this a second time after watching the compare video. I have a use case. Honestly, I probably have a few, but I can come up with at least one private, one public, and one non-profit basis. I like the non-profit one the best, but the model of marketing doesn’t really matter.
I’m a House Dad and former IT professional. I’ve done some freelance projects through volunteerism and through private practice. How can I share with you one idea, and see if you like the copilot “library?” model. Do I need to make a TH-cam video or something?
Outstanding video Lisa and love the referencing of style guides😂
Thanks - of all the things I’ve tried it on that’s my favourite so far.
I can see that you are building your CP in a US environment. How do we know if our AU environment has all the features working? FYI, I have yet to be able to upload any files (Word, Excel or PDF) and have my specific content discoverable in the CP. I have waited hrs and even days for some processing. Thoughts?
Hi Lisa. Great video, thanks
Can you please consider using the Generative AI section with data from an excel file in table format and with URLs in one pf the columns pointing to external sources? Thanks
I have just done that and not happy with what I got. I have a massive workbook with more than 10 worksheets. I asked if it can tell me how many worksheets exist in total, it gave me 5. I asked it to simplify/explain a formula in a certain cell in one of the worksheets; it instead explained how I should read the formula. Could I have missed something?
This seems to be the most common request, I'm definitely going to give it a go, stay tuned.
yes, you are correct. I downloaded the error message and it was saying that because of more restrictive permissions settings it was grayed out. Thank You.
Thanks, Lisa. You are brilliant.
Hi Lisa! Awesome content! Could you please consider creating a video showing how to create a copilot, applicable to Dynamics 365 CRM? I wonder if I can create a copilot that will help sellers with their CRM related tasks, or just to serve as a manual on how to work with this or that CRM functionality.
This is a really interesting area, yes. There is also Sales Copilot designed for that - one that sits inside Dynamics 365 Sales, and one inside Outlook. Then the model driven apps copilot. Definitely and area I"m going to do more with, stay tuned.
Outstanding features, Lisa!!
Fantastic educational studio! Thank you.
I was disappointed with the experience. I referenced a website that had imbedded documents but it couldn't find basic responses like the submission deadline. I then uploaded one of the documents and it could answer basic questions but missed out on a lot e.g., e.g., ‘what is the submission deadline?. Bot said: I’m sorry, I’m not sure how to help with that. Can you try rephrasing? And I get getting this response 'Escalating to a live agent is not currently configured for this bot, however this is where the bot could provide information about how to get in touch with someone another way. Is there anything else I can help you with?..
I have had the same experience. We are going to create a chatbot, but we dont know how to make it effective because of this reason
Great video thanks. My question is related to getting Copilot to summarize or aggregate information in a data source. For example if I upload an Excel file that has names and costs, it doesn't seem to be able to aggregate or summarize? Fir example how many people or what is the total cost? Shouldn't it be able to do this?
Great video! Very informative. Thanks.
Great video, Lisa.
Also, great minds think alike 🙂. I had a video on 'From Power Virtual Agents to Microsoft Copilot Studio!' released this week.
I saw that, it’s the hottest topic in town this week 🔥
Very well presented Lisa! Thanks a lot for sharing this. I am so exited to try to build my own Copilot now! 😊😊
Great video, really appreciate your work!
This is awesome. Thank you so much! 👏
Great video Lisa, very easy to follow! 🏆 I made my first copilot. Thanks so much. 🙏 You mentioned at 5 minutes in that you have a video on using "topics." Which video is that?
Awesome, well done! I have still got that one coming, but here's an old version from when it was Power Virtual Agents - not all the same, but the concepts should still help. th-cam.com/video/0csF-BCHW0I/w-d-xo.html
Hi Lisa, I'm impressed with the bot within a minute, What I would like to see is create customised chatbot for an organization of 500- 1000 people, we are currently using Microsoft 365 as our CRM and have multiple entities for raising & resolving the issues acrosss the organization, can you pls help me with how we connect copilot to CR to fetch essential details and how can publish it to targeted people while maintaining securities & permissions to sensiive info
Hello @LisaCrosbie, I'm curious to know if Microsoft Copilot Studio supports custom bot logic. For example, if we create an Azure Web App and need Copilot to call its endpoint and respond accordingly, does Copilot have this capability?
Hi Lisa, I love your videos! Thanks so much for your efforts and insights. I have one question: if I were to build, design and publish this Copilot Studio (as Knowledge Base and Ticketing System) via MS Team for 100 colleagues, I only need to buy my own Copilot License, right? All of us aldy have the MS 365 licenses to use Teams. Many Thanks.
You need a copilot studio license for your organisation, (copilot studio is licensed by number of messages not by user).
Dear Lisa. Can Studio connect with Twitter or LinkedIn for a particular individuals profile posts? Could that individual or another ask Studio to then draft a post ‘in the tone’ of the individual and in any topic of choosing? This would be great for professionals who post for awareness, influencers or communication professionals.
Thanks for posting!
Great video thanks Lisa. I' would like to see a Copilot for Confluence. Confluence is a fantastic tool for creating documentation, but not so much for searching for information if you don't already know where the information is located. I suspect that having a Copilot will help a lot to mitigate this issue
on the way, atlassian is working on that
thanks!
Great choices for external references
Thanks, I was looking for something other than a commercial website, with more substantial content, very happy with how it worked, glad you liked it.
@LisaCrosbie are there files that Copilot Studio likes better? Like a PPT pdf vs a Word doc? And does document formatting affect the results? I uploaded a document and asked for High "Content Moderation" and it just cannot read the regular pdf at all. Help me!
Do you know if a CP created in, say, a US environment, can this be added to a solution running in, say, an AU environment?
Great stuff Lisa, many thanks. Possible you can try to use Excel file with formulas t demonstrate usage?
Yes, definitely, testing what it does with Excel spreadsheets is high on my list of videos to make next. thank you
Hi Lisa
Thank you for this video!
Is it possible to publish Copilot into SharePoint page?
Hi, Lisa. I am using Sway as a course catalog. Sway doesn't have a great find/search feature built-in so I could see a Copilot helping in that regard. Since my Sway has a web address, do you know if I could add a Copilot?
Great Intros, Thanks a lot, what about adding a SharePoint Site to Copilot Studio, Would be really a great topic.
Definitely on my list, yes, thank you!
I built a copilot to ask a bunch of questions. Now I need to combine the answers. Can I do that?
How do I pull documents from password protected webpage?
Following your demo, selected generativeAI and did not see the same options like adding a document or additional sites.
Awesome video, but I have one question. Do you only need a "normal" 365 licens, or do you need to buy anything else to be able too implement your own copilot bot with copilot studio?
You need a separate Copilot Studio license to build your own Copjlots, it’s not part of the normal M365 license.
@@LisaCrosbie Yeah sorry, badly formulated question by me. I meant if you need anything else other than that. Like for example azure?
You only need azure if you want to do custom search, index, AI models on your data with azure AI yourself and then bring that back in to Copilot Studio. If you don’t need or want to go there and just use Copilot Studio with the underlying LLM provided you don’t need any additional licensing.
Hi Lisa! Thanks for the video. I completed the same steps as you but used a SharePoint site as the data source - unfortunately the copilot didn’t produce any answers. Do you know whether SharePoint is currently not supported? Thanks
Yeah, this was my first inclination as well - to test it on a corporate SharePoint site. I'm not shocked by it not working, however, as wouldn't it undermine the commercial intent of the licensed 365 Copilot offerings? What are your thoughts, Lisa?
Yes you can connect to documents on SharePoint but there are some additional steps to set up with authentication. Another video coming …
I haven't tried that exact use case, but I have noticed that it can be flaky. I've found that the best practice is to wait a bit after uploading and then click on the "Use Generative answers" toggle. If that still doesn't work, toggle the Generative answers again (Off, save, On, Save).
That was great - thanks
WOW THIS IS GREAT!
Fascinating.
How much is it after the free trial?
Pricing details are here - this is to purchase it if you don't already have Copilot for Microsoft 365 www.microsoft.com/en-us/copilot/microsoft-copilot-studio#Pricing
Thanks, great video. Do you know if you have to republish the bot when you add more docs or websites?
I have been able to remove docs and add new ones, and add new websites and retest without needing to republish. If your bot is live and published to a channel, then yes you would need to republish
Can anyone help?
Im not able to sign in to Microsoft copilot studio
Error:
We can't finish signing you up because Microsoft Copilot Studio isn't currently available for your work or school account associated with
My exact problem
Can you do a deep dive on plugins within copilot studio? Id love to be able to plug in to tools like confluence jira etc
On my list, thanks!
Trying to connect to a classic asp website - is this doable?
This is phenomenal, how would 1. Can i reference our SharePoint intranet as a data source?
Yes, you can - I haven't done a video on it yet, but the Microsoft documentation is here learn.microsoft.com/en-us/microsoft-copilot-studio/nlu-generative-answers-sharepoint-onedrive?WT.mc_id=BA-MVP-5003537
can i add voice assistant in microsoft copilot
Greetings, I'm curious if you've done or would do a video on the licensing options for CoPilot. What are the differences between M365 CoPilot, Dynamics Sales CoPilot, etc. Thank you.
On my list for the new year!
Do you have a video on how to get the demo website working when it is disabled in the channels tab? It seems that the only channel that is not disabled is the Microsoft Teams channel. Is there additional configuration required?
Go into settings - authentication- and set it to no authentication. Then the demo website should work.
Greate Video. Good Job!.
Demo website is grayed out for me. Do you know why? When I am trying to publish it.
You need to go into Settings - Security - Authentication - and set it to no authentication. Publish again. Then you will see the demo website available to use.
Hello Lisa! Thank you for this useful video. Do you know if it is needed to get a copilot license to create a MS team chat bot ? Similar a Virtual assistant. I have a business ms account. Thank you
You can create a bot for MS Teams by getting a Copilot Studio license.
Say you needed to send the same email once a month but have different data each month. Could it help you just change the data each month or even perform a calculation and keep the rest of the email the same?
Just trying to think of use cases.
Copilot isn’t designed for that kind of thing, you can use Power Automate for that. Run a scheduled flow each month and connect the flow to your data source to pick up the current data for the email.
Hi, great video! Say, would it be postbilen to use the copilot to draft a style guide based on an existentiella web site. Ie put the full site in as you shown and then prompt the copilot to draft a style guide based on the actual web site?
It’s designed to be good at summarising so if you pointed it to the website I’d say it could do a good summary for you. But if you want it to create a whole formal document this won’t be the right tool.
@@LisaCrosbie thanks for the responce, appreciate it😊 Ok, as I thought. I want to create a formal doc. Can I use the AI in some smart way to support this process?
Great video. Thanks.
It does not seem that the copilot is available for end users. It only seems to be accepting 'work' emails to allow access.
Not sure if you experienced otherwise.
Thanks.
You need to publish it to somewhere that the end users can access - Teams, website, etc depending on the use -where have you published it that the users need to login? You do need a work email to log in to create a copilot, but if you publish it in a public place like a website there is no license to use it (unless you have it connected to a data source that needs authentication)
@@LisaCrosbie thanks for the reply.
I want to keep this as a separate side hustle in my free time. As such, I do not want to provide my work email.
It would be nice to test an xlsx file (excel table) if it can read the data in it and give some answers or how can we train it to do it?
Yep, I’ve done a follow up video on that here Can you use Excel files with Microsoft Copilot Studio?
th-cam.com/video/JxQZTkDepgQ/w-d-xo.html
@@LisaCrosbie Thanks Lisa. I looked at it last night and it's kind of sad to see that I can't just use it on my excel sheet right away :( I was planning to connect an excel data sheet and add a copilot chat window to my Power Apps app and ask the copilot questions about it.
It depends on what kind of data is in the spreadsheet. From what I’ve tested here if it’s a reference table it works fine, but if you’re using excel as something that really should be in a database then it doesn’t.
Question - I have a small business and currently gmail as email domain. when i try to login to copilot studio with my Microsoft 365 acct (gmail) it stops me and say a personal account can’t be used. Is copilot available to individuals to trial?
If you're trying to log in to Microsoft Copilot Studio (as shown here) you will need a work account, yes. if you want to use the general Copilot (copilot.microsoft.com), formerly known as Bing Chat Enterprise, that's a different thing and you can do that with your personal Microsoft account.
Thanks! So you could publish a bot to Microsoft Copilot (former Bing Chat Enterprise)? How would that look like? Or is that the Microsoft M365 Copilot?
And all you need is one license for you as the admin?!
You can create a standalone Copilot (as shown here) and publish to any of the channels made available here - e.g. Teams, website, apps etc.. The licensing for that is done per tenant, not per user. If you want to publish to Microsoft Copilot, that's the Microsoft 365 Copilot - and you need to have the license for Microsoft 365 Copilot to do that.
Thank you! But do you still need some ”session” licensing or how does the consumption costs of the service work?
What are the artificial intelligence tools that can be used to accelerate business?
Microsoft Access?
If you’re looking to replace Microsoft Access or starting with a database application in mind have a look at Microsoft Dataverse and Power Apps here Power Apps Model-Driven Apps: Tutorial for Complete Beginners (2023 UPDATED)
th-cam.com/video/JtMKcvQcKNY/w-d-xo.html
Is there a similar way to make Custom Copilots using our documents on Sharepoint and OneDrive only for internet use within out O365 tenant? (Not published out to the outside world)
Absolutely yes, you can use everything shown here, then you just publish it to an internal source like Teams.
Hey Lisa whats the cost for a standalone Copilot studio
US$200/month, licensed for the tenant not per user.
Thanks for the video-- i am hitting the belwo exception --i get the authentication error when trying to access the chat bot - how do i fix this?
Error Message: Authentication is not configured for this bot Error Code: AuthenticationNotConfigured
It's pretty hard to troubleshoot in this forum - are you trying to connect to an authenticated source like SharePoint, and if so have you configured the authentication? If not, try going into Authentication in the settings area and making sure it's set to No Authentication. Try republishing. If none of that helps, I'd suggest posting with full details in the community forum - many of the product staff are responsive there.
Hi Lisa. I have a knowledge base Sharepoint site, I want to build a copilot that is connected to that site so that it only references that information. How do I do that?
I have solved this myself, but I have another question! How do I get a copilot to connect with a Loop workspace?
Glad you found the solution. I haven't worked much with Loop, but the Copilot for Microsoft 365 works there - does this help support.microsoft.com/en-au/office/get-started-with-copilot-for-microsoft-365-in-loop-966eb1a2-b5ec-4532-8a9d-f1aaeda7f90e
@@alanballany8637 i have the same request, can you please help me on how did you mange to have the copilot that is connect to the Shairpoint site?
I have some project reports which i want to convert to ppt with help of AI. With the copilot studio, can i just give the onedrive link ( as website) and ask it to create a PPT?
No, you’ll need the Copilot for Microsoft 365 license to do that, the experience of being in PowerPoint and asking it to create a deck based on something from OneNote is part of that.
Your video is too good. I think this as been built on top of PVA. without PVA will it be possible to build a Copilot stuff. just want to understand.
Thanks - yes, this is essentially what used to be PVA, but with more added - name and language change, and then all the parts that connect to Copilot for Microsoft 365 are new.
Hey Lisa, Good Content thank you for the video.
Actually I was also trying to make a Generative AI chatbot for testing, I have registered a development account on Microsoft to test this.
I have followed the same steps but I am unable to get any answers, is it because it is a premium feature? Can you please confirm if you are using a paid version or free?
Also, though I have selected options of Generative AI regions in Power Platform Settings I wanted to confirm if this feature has been only rolled out for US yet and that is what causing a problem for me?
Thanks in advance, response would be highly appreciated.
Everything I’m showing in this video I did on a free trial so that’s not the problem. I used a US environment here but it has since rolled out to more countries (I can now do it in my Australian trial environment too). If you can see the generative AI toggle then you have it in your region). You might like to try the community forum for specific troubleshooting if you’re still stuck.
@@LisaCrosbie Hey Lisa, thank you for the reply.
I was able to create one for myself, actually the issue was related with some initial time lag that it takes to configure the chatbot. When I tried querying my chatbot again after a day I was able to get responses from the documents and websites link I had provided.
Thank you for the support.
Hi team, how do we get access for copilot , pls let me know
Copilot Studio as shown in this video is $200/tenant/month. If you want Copilot for Microsoft 365 you can buy that for $30/user/month as an add on to your Office 365 or Microsoft 365 license.
Can it connect to sites that you have a login to in order to access the content?
Yes you can set up authentication
Do you have guidance on this or a document? I’m interested in that for sure. That would really help accuracy of data if you trust the sources already.
How could one use this chatbot to retrieve information from technical documents in a worthwhile manner?
It really depends what kind of technical document you mean - if, for instance, it is the technical specifications of a product or system, you can use it as a chatbot to ask any questions to quickly find the information in that documentation - so it could be used by an end user to find help.
Can we do one with dataverse data ?
Coming soon now that Dataverse has been added as a knowledge source
Looks like something has changed. The site now says that no free trial is available.
When I go to this website there is still a "Try Free" button: www.microsoft.com/en-us/copilot/microsoft-copilot-studio
Has anyone tried using a word document with multiple different references in it? I can’t get it to work and have to use individual documents instead
Do you mean you are trying to create a single document that is like an index to the other documents?
@@LisaCrosbie so I have multiple files with an assortment of data (patent related etc) with multiple columns and rows. At the moment I just want to get one of those files into the system but I can't. If I try to create a new table in the environment recognises that I have 400 rows, previews 20, but only imports 20. If I try another route it sometimes creates the table but it's empty. Have been online with support for hours and am basically getting nowhere.
Can this be done with any website?
Yes, the only limitation is that the URL can’t be more than 3 levels deep with /. I’ve also seen it not work on sites that aren’t being indexed properly by search engines.
My copilot to a fault returns "I’m sorry, I’m not sure how to help with that. Can you try rephrasing?" Anyone finding the same issue?
I’ve had that problem when I point it to a website that isn’t indexed or if I run it too soon after I upload a document (it takes a few minutes to index the document). Could it be either of those things?
Lehetetlen belépni
Next time make your screen a little bigger!
Noted. Thanks.
Point it to en.wikipedia.org/wiki/Main_Page
Oh, now that's a great suggestion, thank you ....!
I made a bot for that and imagine what happened when I asked the Bot (Wikipedia Helper) who is Jimmy Wales....Don't hold your breath. It can currently reference or understand almost nothing even though I have it the URL for Wikipedia. It needs to learn still....lol
@@LisaCrosbie
Yeah I just tried it, it doesn’t work at all. I think Wikipedia has indexing blocked exactly so you can’t do this kind of thing.
That thumbnail must be how people recognize professionalism and authority 😂
I'm going for approachable and fun, but you do you 😄