check before: 2025-01-01
Product:
Copilot, SharePoint, Teams
Platform:
Online, Web, World tenant
Status:
In development
Change type:
Links:
Details:
SharePoint users can create a Copilot agent in SharePoint simply by selecting the SharePoint sites and/or files. Share these Copilot agents with your team to use in SharePoint and/or Teams.
Change Category:
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Scope:
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Release Phase:
Targeted Release, Preview, General Availability
Created:
2024-09-24
updated:
2024-09-24
Public Preview Start Date
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Docu to Check
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MS workload name
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summary for non-techies**
Microsoft has introduced Copilot agents in SharePoint, which act as digital assistants to help users and teams manage and find documents and information more efficiently within SharePoint and Microsoft Teams.
Direct effects for Operations**
User Experience Degradation
If Copilot agents are introduced without proper training, users may struggle to utilize the new features effectively, leading to frustration and decreased productivity.
- roles: End Users, Team Leaders
- references: https://www.microsoft.com/en-us/microsoft-365/blog/2023/03/16/introducing-microsoft-365-copilot/, https://www.forbes.com/sites/bernardmarr/2023/03/20/what-is-microsoft-365-copilot-and-how-can-it-help-your-business/
Integration Issues
Unprepared integration of Copilot agents with existing SharePoint workflows may cause disruptions, leading to potential data loss or workflow failures.
- roles: IT Administrators, Project Managers
- references: https://techcommunity.microsoft.com/t5/sharepoint-developer/best-practices-for-using-sharepoint-copilot/ba-p/3741230, https://www.zdnet.com/article/microsoft-365-copilot-what-it-is-and-how-it-works/
Increased Support Requests
The introduction of Copilot agents without adequate preparation may lead to a surge in support requests as users encounter issues or confusion, straining IT resources.
- roles: Help Desk Staff, IT Support Managers
- references: https://www.cio.com/article/366123/how-microsoft-365-copilot-will-change-the-way-you-work.html, https://www.techradar.com/news/microsoft-365-copilot-what-you-need-to-know
Configutation Options**
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Opportunities**
Enhanced Collaboration through Copilot Agents
Implementing Copilot agents in SharePoint can significantly improve collaboration by allowing users to create personalized agents that assist in managing projects, sharing information, and facilitating communication. This will lead to increased productivity and a more streamlined workflow.
- next-steps: Conduct training sessions for users to familiarize them with Copilot agents. Gather feedback on usage and make necessary adjustments to improve functionality.
- roles: Project Managers, Team Leaders, Collaboration Specialists
- references: https://techcommunity.microsoft.com/t5/microsoft-sharepoint-blog/introducing-microsoft-copilot-in-sharepoint/ba-p/3741576, https://www.microsoft.com/en-us/microsoft-365/blog/2023/05/01/introducing-microsoft-copilot-for-sharepoint/
Automated Document Management
Utilizing Copilot agents can automate routine document management tasks, such as organizing files, tagging content, and maintaining version control. This reduces manual errors and saves time for IT staff and end-users.
- next-steps: Identify key document management tasks that can be automated with Copilot. Develop workflows and test them with a small group before a broader rollout.
- roles: IT Administrators, Document Managers, Compliance Officers
- references: https://www.sharepointmaven.com/10-tips-to-automate-your-sharepoint-document-management/, https://www.microsoft.com/en-us/microsoft-365/blog/2023/06/15/automating-workflows-with-copilot-in-sharepoint/
Improved User Experience with Custom Agents
By allowing users to create custom Copilot agents tailored to their specific needs, SharePoint can enhance user experience and satisfaction. This personalization leads to better engagement and utilization of SharePoint's features.
- next-steps: Survey users to understand their needs for customization. Develop a guide for creating and sharing Copilot agents based on user feedback.
- roles: End Users, UX Designers, Training Coordinators
- references: https://www.microsoft.com/en-us/microsoft-365/blog/2023/07/10/creating-custom-copilot-agents-in-sharepoint/, https://www.forbes.com/sites/bernardmarr/2023/08/15/how-ai-is-changing-the-way-we-use-sharepoint/?sh=3bfb8f5e6e2f
Potentional Risks**
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IT Security**
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explanation for non-techies**
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** AI generated content. This information must be reviewed before use.
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