MC1099692 – Microsoft Copilot: Access SharePoint agents in the Microsoft 365 Copilot app

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check before: 2025-07-01

Product:

Copilot, Microsoft 365 Apps, Microsoft 365 Copilot, SharePoint

Platform:

Online, Web, World tenant

Status:

In development

Change type:

New feature, User impact, Admin impact

Links:

482601

Details:

Summary:
Access recently used SharePoint agents directly within the Microsoft 365 Copilot app, starting mid-July 2025. This feature aims to reduce context switching and improve productivity. Admins can manage agents by deleting the corresponding .agent files. Update training materials and review SharePoint agent management practices.

Details:
We're introducing a new way to seamlessly access your most recently used SharePoint agents directly within the Microsoft 365 Copilot app-no need to navigate back to the SharePoint site. This enhancement helps users stay focused and productive by reducing context switching.
This message is associated with Microsoft 365 Roadmap ID 482601
[When this will happen:]
General Availability (Worldwide): We will begin rolling out in mid-July 2025.

Change Category:
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Scope:
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Release Phase:
General Availability

Created:
2025-06-21

updated:
2025-06-21

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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Pictures

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summary for non-techies**

The new Microsoft 365 Copilot feature allows users to access SharePoint resources directly within the app without navigating back to the SharePoint site, using .agent files to manage access, which enhances productivity by reducing context switching.

Direct effects for Operations**

Increased User Confusion
Users may be confused about the new access point for SharePoint agents, leading to potential misuse or underutilization of the feature.
   - roles: End Users, IT Support
   - references: https://www.microsoft.com/microsoft-365/roadmap?rtc=1%26filters%3D&searchterms=482601

Training Material Obsolescence
Existing training materials may become outdated, resulting in users not fully understanding how to utilize the new feature effectively.
   - roles: Trainers, End Users
   - references: https://www.microsoft.com/microsoft-365/roadmap?rtc=1%26filters%3D&searchterms=482601

Data Governance Risks
The introduction of a new access point may lead to lapses in data governance if SharePoint agent management practices are not reviewed and updated accordingly.
   - roles: Admins, Compliance Officers
   - references: https://www.microsoft.com/microsoft-365/roadmap?rtc=1%26filters%3D&searchterms=482601

Configutation Options**

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Opportunities**

Enhanced User Training and Documentation
With the introduction of the new access point for SharePoint agents in the Microsoft 365 Copilot app, there is an opportunity to enhance user training materials and documentation. This will ensure that users are fully aware of how to utilize the new feature effectively, thereby maximizing productivity and minimizing confusion.
   - next-steps: Develop updated training modules that include demonstrations of the new feature. Schedule training sessions and create easily accessible documentation on the company intranet.
   - roles: Training Coordinators, IT Support, Department Managers
   - references: https://www.microsoft.com/microsoft-365/roadmap?rtc=1%26filters%3D&searchterms=482601

Streamlined SharePoint Agent Management
The ability for admins to manage SharePoint agents directly from the Copilot app presents an opportunity to streamline agent governance and lifecycle management. By establishing clear practices for managing .agent files, organizations can ensure better compliance and resource allocation.
   - next-steps: Create a governance framework for SharePoint agent management, including guidelines for agent creation, modification, and deletion. Train IT staff on these new practices.
   - roles: IT Administrators, Compliance Officers, Project Managers
   - references: https://www.microsoft.com/microsoft-365/roadmap?rtc=1%26filters%3D&searchterms=482601

Improved Workflow Integration
By reducing context switching through the new access to SharePoint agents, there is a significant opportunity to enhance overall workflow integration within teams. This could lead to better collaboration and faster project completion as users can quickly access the resources they need without navigating away from their current tasks.
   - next-steps: Conduct a survey to identify key workflows that can benefit from this integration. Collaborate with team leaders to implement best practices for using the new feature in daily operations.
   - roles: Team Leaders, Project Managers, Operations Managers
   - references: https://www.microsoft.com/microsoft-365/roadmap?rtc=1%26filters%3D&searchterms=482601

Potentional Risks**

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Data Protection**

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IT Security**

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Hypothetical Work Council Statement**

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DPIA Draft**

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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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