SharePoint Advanced Management Updates

One of the more interesting announcements from this year’s Ignite conference is that SharePoint Advanced Management (SAM) is now available to M365 Copilot customer without an additional cost.

Why is this so important?  As existing as it is to introduce Copilot to your users, there are preparation activities you need to take on.  The one thing that Copilot will do is that it will provide your data more easily and quickly than ever before.  As you will find out, there will be instances where data has already been overshared.  Copilot will correctly provide security trimmed data to your users, yet you will find instances where you will want to lock down that data.

To assist you with this, administrators can leverage SAM to implement stronger governance over your data.  Some of the key features of SAM are:

• Managing Content Sprawl: It will help you identify and manage inactive SharePoint sites through automated rule-based policies.  This ensures that only relevant and active content is being leveraged by Copilot.  Before enabling Copilot, you can proactively set policies to restrict access to sites and manage content discoverability. 
• Content Life-Cycle Management: SAM will streamline content creation, organization and retention through automated workflows, detailed reporting and compliance settings.  One specific feature is the site change history report.
• Managing Oversharing: SAM will provide tools to control and prevent oversharing of confidential data ensuring that that sensitive information is not exposed inadvertently.  For instance, looking for sites with lots of links shared, sensitivity labels applied to files, and content shared with “everyone”.  Additionally, there are policies you can introduce to control data downloads.  Plus, you can add new policies that will restrict access control by only allowing users in a specified security group to access content.
• AI Insights: This feature uses language models to identify patterns and potential issues from reporting, offering actional recommendations to solve content governance issues.  What AI Insights will do is provide you automated analysis of the reports, detect patterns and potential governance issues and then make suggestions for actions to take.

So how can you get started?

First, reduce accidental oversharing by reviewing sharing settings on sites.

Second, ensure that all sites have valid owners.  If sites are inactive and have no owners, it may be good to remove them.

Third, identify sites with potentially overshared content.  Run the reports and perform remediation actions.  Leverage restricted access control policies to override access to sites that are overly shared.  Additionally leverage Restricted Content Discoverability policies to control if specific sites should be returned in search results.

References:

https://learn.microsoft.com/en-us/sharepoint/advanced-management 

https://learn.microsoft.com/en-us/sharepoint/sharepoint-copilot-best-practices

https://learn.microsoft.com/en-us/sharepoint/get-ready-copilot-sharepoint-advanced-management 

New Coaching with Copilot for Word

A new Copilot for Word experience is launching soon. It offers more than grammar corrections. The Get Coaching feature will provide style and tone suggestions, helping you write cleaner and clearer communications.

The process is straightforward. Simply highlight the desired text, click on the Copilot button, and then choose the Get Coaching option.

Reference:

https://techcommunity.microsoft.com/t5/microsoft-365-copilot/use-coaching-with-copilot-suggestions-on-how-to-improve-your/ba-p/4264558

Microsoft Teams Queues is now GA

Microsoft Teams Queues is now Generally Available (GA).  This is an existing, new experience delivered within Teams that enables organizations to that need to engage with customers but are not part of a traditional call center environment.  You can quickly create Queues that can support internal or external projects and initiatives.

There is a plethora of capabilities that allows you to create queues and then assign team members to work with those queues.  Calls can be prioritized, transferred between team members, history of past calls, opt in/out of queues, and switch between queues based on analytics (average wait time, number of abandoned calls, etc.).

Microsoft Copilot can be leveraged with Queues as well.  Notes can be automatically captured, along with highlights, the next steps, and outstanding issues enabling staff to be more accurate in their follow up with customers.

Queues are very simple to set up.  There are tons of administrative capabilities that allow you to easily add and remove support staff.  There is a capability called whisper controls that gives the ability for supervisors to step-in and assist in a conversation.  There are analytics that allow you to monitor performance, track call volumes and identify areas of improvement.  Auto attendants can be configured and numerous other configurations that control the customer experience like welcome greetings, music on hold, queue hours, call routing rules, agent monitoring, etc.

Microsoft Team Queues requires Teams Premium Licensing.

References:

https://techcommunity.microsoft.com/t5/microsoft-teams-blog/queues-app-for-microsoft-teams-now-generally-available/ba-p/4276837 

https://support.microsoft.com/en-us/office/use-the-queues-app-for-microsoft-teams-370ad83e-c2c1-4a9f-8a59-16c98be102e9 

https://learn.microsoft.com/en-us/MicrosoftTeams/manage-queues-app 

New OneDrive Features and Capabilities Announcement

This month, it was announced that several new features are being released for OneDrive.

Copilot for OneDrive is Now Generally Available in the Commercial Cloud. This development significantly enhances the way users interact with and discover information.

• Copilot buttons are accessible through the OneDrive user interface.
• Files can be summarized quickly without opening them.
• FAQs can be generated from selected documents for use or sharing.
• File comparison with Copilot will analyze and display differences between files.
• Questions can be asked to Copilot without needing to open the files.

Copilot Agents are coming to OneDrive.  For instance:

• You can develop an agent that possesses comprehensive knowledge about a project by utilizing OneDrive as the primary source of information.
• Tasks can be automated and simplified by creating an agent capable of addressing common requests, such as retrieving the agenda and budget for an event you are managing.
• The agents you create are accessible across various user interfaces, including Teams, OneDrive, and SharePoint.
• Instead of manually locating files to share with a new employee, you can provide them with access to the Copilot Agent, which enables interaction, inquiries, and real-time responses.

OneDrive serves as a centralized files application for all M365 files. New features will enhance the capability to filter, search, and interact with files through the OneDrive web app.

• File Type Filter Pill buttons help you quickly find files by type.
• A new data filter allows defining specific time frames by periods.
• In search results, a new column called Location shows the source location of a file, such as OneDrive, someone else’s account, a team site, or a Teams channel.
• Results also show who created a file and who last edited it, providing more context to the file.
• In search results, it is possible to filter/toggle between: All Files, My Files, Current Folder, and Current Library.

New AI driven policy recommendations and data management controls

• Site Policy Comparison: Identifies similar sites and missing policies.
• Restricted Content: Files with this policy won't appear in Copilot results.
• File Level M365 Archive: Moves inactive files on SharePoint to declutter main areas.

The OneDrive mobile app has been refreshed with several new experiences.  There are several new experiences with how you search for and visualize photos stored in OneDrive.

Resources:

https://techcommunity.microsoft.com/t5/microsoft-onedrive-blog/welcome-to-the-new-era-of-microsoft-onedrive-ai-productivity-and/ba-p/4265409 

https://techcommunity.microsoft.com/t5/community-news-desk/get-to-know-copilot-in-onedrive/ba-p/4262317 

https://techcommunity.microsoft.com/t5/microsoft-onedrive-blog/enhanced-onedrive-search-experience-new-features-to-boost/ba-p/4260347 

Microsoft Entra Primer

Probably one of the best overview blogs I have seen on what is Microsoft Entra.

I highly recommend reading this.  It is a nice compact and complete review of all the major components of Entra. 

https://techcommunity.microsoft.com/t5/apps-on-azure-blog/what-is-microsoft-entra-and-why-use-it/ba-p/4262826 

Microsoft 365 Copilot Wave 2 Announcement

Big announcements were made this week on what is being termed as Microsoft 365 Copilot Wave 2.  There are three major capabilities with this release:

1. Copilot Pages
2. Copilot Microsoft 365 Apps
3. Copilot Agents

1) Copilot Pages

Copilot Pages are a new immersive and collaborative experience that begins with you engaging with Copilot to obtain information.  From there, an interactive experience starts that allows you to take information you obtain from Copilot, extract it, share and then collaborate with that data in real-time with your colleagues.  It allows quickly transition information you obtain from Copilot to create persistent work products.

If you are wondering what a Copilot Page is, it is essentially an integrated experience with Loop.  Loop files are created and stored for the user.  Loop files are managed just like any other Office file stored in SharePoint Online.  The Copilot Page is stored in a new user owned SharePoint Embedded container designated for user.  Copilot Pages can be managed from an enterprise perspective just like any other piece of content in SharePoint Online.

2) Copilot Microsoft 365 Apps

There are new experiences being delivered with Copilot with each of the Microsoft 365 Apps.

Copilot in Excel: Provides new capabilities to assist users with formatting and analyzing data in spreadsheets.  Copilot knows how to reason over the data and assist with tasks with formatting and preparing data to make decisions.  Applying formulas, formatting, are just pieces of this.  You now can ask Copilot questions about the data.  Copilot can make recommendations on visual formats for the best chart to represent the data you have in Excel.  If you need to do some advanced analysis, you can leverage Copilot to generate Python code in your spreadsheet to create complex operations such as building visualizations, data refinement, machine learning and predictive analytics.  There are also new capabilities where Copilot can reason over data in a spreadsheet and generate summarized natural language responses about the data that can be used in other business products you are creating.

Copilot in PowerPoint: There are new Copilot features that assist with the creation of slides and content.  Narrative Builder is a new feature where Copilot assists you with creating an outline and then generates slides based on that outline.  You have the ability to tell Copilot the type of information you and to bring into the presentation, it will query your corporate data and then pull the data into the outline for you to review.  There is also a new feature called Brand Manager that will bring in your corporate brand and apply it to the presentation.

Copilot in Teams: There is a new feature that brings together the meeting transcript with chat data provide a complete picture of what was discussed in the meeting.

Copilot in Outlook: There is new capability that will assist you with Prioritizing your inbox.  Copilot will quickly review the messages that matter, and generate a summary of each email including why it was prioritized.

Copilot in Word: Today, Copilot already assists the user with bringing in and referencing data from the web and files you have access to.  This is going to be expanded to other locations such as your email and meetings.

Copilot in OneDrive: With Copilot, you now do not have to remember where that content was stored, especially if you have amassed a large volume of content of the years.  All this information is accessible to Copilot.

3) Copilot Agents

This is an extremely exciting new capability.  Agents are basically AI assistants that are designed to automate and execute business processes.  They can be very simple in nature that automate simple tasks or be more complex to replace repetitive tasks.  To create an agent there is a new agent builder tool that is built to be simple for an information worker.  An agent can be created based on a defined set of data, and then users can interact with that agent to obtain data.  More advanced agents can operate autonomously and independently execute and perform planned activities.

There is a new lightweight Copilot Studio tool that assists users with the creation of an Agent.  You have the ability to tell Copilot Studio, in natural language, what you like it to be.  You can identify knowledge sources and data across the enterprise to be leveraged by the Agent.  From there the Agent and be deployed to the enterprise.

References

• Microsoft 365 Copilot Wave 2: Pages, Python in Excel, and agents | Microsoft 365 Blog
• Announcing Copilot Pages for multiplayer collaboration - Microsoft Community Hub
• Copilot pages for IT Admins - Sep 2024 update - Microsoft Community Hub
• Unlock the power of Copilot in Excel, now generally available - Microsoft Community Hub
• Supercharge your business with agents built with Microsoft Copilot Studio | Microsoft Copilot Blog

Microsoft Copilot is coming to the US Government Clouds

Microsoft Copilot is coming to the US Government Clouds.  Here is some basic information you should know.

GCC Cloud

Current roadmap it to release Copilot in two waves to the GCC cloud.  Wave 1 will land in October 2024.  This first wave will comprise of such features as Copilot Graph-ground chat, Copilot with the major apps (Word, Excel, PowerPoint, Outlook, Teams chat) and Intelligent Meeting Recap.  This first set of capability is strategically aligned with supporting user experiences with the primary collaboration clients that user interact with daily.

Wave 2 is planned for March 2025.  In this release additional Office collaboration scenarios will be supported: Teams Meeting Copilot, OneNote, Stream, Planner, OneDrive for Business and Loop.

GCCH/DoD Clouds

Targeted for Summer of 2025.  

References

https://techcommunity.microsoft.com/t5/public-sector-blog/microsoft-copilot-for-microsoft-365-gcc-ga-update-empowering/ba-p/4222952

https://techcommunity.microsoft.com/t5/public-sector-blog/azure-openai-service-is-fedramp-high-and-copilot-for-microsoft/ba-p/4222955