MC1047927 – Microsoft 365 Copilot in Forms: Users can reference files and forms to help generate drafts (archived)

Product:

Copilot, Forms, Microsoft 365 Apps, Microsoft 365 Copilot, Purview Information Protection

Platform:

Online, Web, World tenant

Status:

Launched

Change type:

New feature, User impact

Links:

474658

Details:

Coming soon for Microsoft 365 Copilot in Forms: When creating a form with Copilot, users can reference existing documents such as Microsoft Word, Microsoft Excel, and Microsoft PowerPoint or existing forms. Referenced files are restricted to those with sensitivity labels of General or below.
A Microsoft 365 Copilot license is required to use this feature.
This message is associated with Microsoft 365 Roadmap ID 474658.
[When this will happen:]
General Availability (Worldwide): We will begin rolling out mid-April 2025 and expect to complete by late April 2025.

Change Category:
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Scope:
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Release Phase:
General Availability

Created:
2025-04-04

updated:
2025-04-04

Public Preview Start Date

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Task Type

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Docu to Check

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MS How does it affect me

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MS Preperations

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MS Urgency

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MS workload name

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linked item details

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Pictures

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summary for non-techies**

Microsoft 365 Forms will introduce a feature called Copilot in April 2025, allowing users to reference existing Word, Excel, and PowerPoint documents when creating new forms, provided they have a Microsoft 365 Copilot license.

Direct effects for Operations**

User Experience Disruption
Users may experience confusion or frustration if they are not informed about the new feature, leading to inefficient form creation and potential errors in drafts.
   - roles: End Users, Form Creators
   - references: https://support.microsoft.com/office/frequently-asked-questions-about-copilot-in-forms-c9941b72-b32e-4c7e-9af9-e603929bb1d2, https://support.microsoft.com/office/welcome-to-copilot-in-forms-6a21bfbd-21b3-4e48-946c-7603b129521c

Increased Support Requests
Without prior preparation, the rollout may lead to an increase in support requests as users encounter issues or have questions about the new functionality, overwhelming IT support teams.
   - roles: IT Support Staff, Help Desk Agents
   - references: https://support.microsoft.com/office/frequently-asked-questions-about-copilot-in-forms-c9941b72-b32e-4c7e-9af9-e603929bb1d2, https://www.microsoft.com/microsoft-365/roadmap?filters=&searchterms=474658

Configutation Options**

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Data Protection**

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explanation for non-techies**

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