474658 – Microsoft Copilot (Microsoft 365): Copilot in Forms can now reference files to help generate drafts

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check before: 2025-03-01

Product:

Copilot, Forms, Microsoft 365 Apps

Platform:

Web, World tenant

Status:

In development

Change type:

Links:

Details:

When creating a form with Copilot, users can now reference existing documents such as Word, Excel, and PowerPoint. Users can also reference an existing form by pasting the form's URL into the prompt box. Additionally, Copilot can search and suggest relevant files when generating a form, so users can easily create a draft that meets their needs.

Change Category:
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Scope:
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Release Phase:
General Availability, Preview, Targeted Release

Created:
2025-02-04

updated:
2025-02-04

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**

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Direct effects for Operations**

Increased User Error
Without proper training on how to effectively use the new Copilot features, users may misinterpret the suggestions or references, leading to incorrect form drafts.
   - roles: Form Creators, Project Managers
   - references: https://www.microsoft.com/en-us/microsoft-365/blog/2023/10/01/introducing-microsoft-copilot-in-forms/

Data Privacy Concerns
Referencing existing documents may inadvertently expose sensitive information if users are not aware of the privacy settings of the files they are referencing.
   - roles: Compliance Officers, IT Security Managers
   - references: https://www.microsoft.com/en-us/microsoft-365/blog/2023/10/01/introducing-microsoft-copilot-in-forms/

Configutation Options**

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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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