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GitHub Copilot with Copilot Studio Tips

HubSite - Editorial — Thu, 28 May 2026 00:40:30 +0000

MS expert uses GitHub Copilot and Copilot Studio in VS Code to clone and review agents, build Skills and draw diagrams

GitHub Copilot and Copilot Studio form a two-tool workflow: Copilot helps you write and refactor code in the editor, while Copilot Studio builds, tests, and publishes AI agents with low-code tools.
Use them together to speed development and streamline agent lifecycles.
Copilot Studio extension for Visual Studio Code lets you clone agents into the IDE, inspect their files, and edit flows directly in VS Code instead of the web UI.
This enables code-level reviews and faster iteration on agent logic.
Skills let teams automate reviews and diagramming: the video shows reusable GitHub Copilot Skills like a Readiness Review Skill and a Draw Architecture Skill that generate reports and architecture diagrams from cloned agents.
Skills make reviews consistent and repeatable across projects.
Practical workflow: clone an agent, run automated reviews in VS Code, fix detected errors, and push updates to the cloud.
This flow supports repeatable enterprise AI reviews and safer production deployments.
New platform capabilities improve grounding and orchestration: GPT-5 Chat availability, file groups, variable-based instructions, image and file uploads, and connectors for Power Automate.
These features let agents analyze content and run multistep automations more reliably.
Editor features boost developer productivity: integrated Copilot chat and code completion, multi-file edits, scoped chat threads, and vision tools that turn images into code.
Combine these editor tools with Copilot Studio to build end-to-end app and agent solutions.

Excel Pricing Calculator: Free Template

HubSite - Editorial — Wed, 27 May 2026 23:40:30 +0000

Microsoft Excel pricing calculator: What-If Analysis and Goal Seek to set profitable service rates with free template

Excel pricing calculator and What-If Analysis: The tutorial walks through a ready-made spreadsheet that lets service providers plug in real numbers (costs, hours, taxes) and instantly see price and profit outcomes.
Billable time and hourly rate: It shows how to calculate the portion of your work that is billable, then convert an income goal into the hourly rate you actually need. This reveals common undercharging mistakes.
Scenario comparison and Goal Seek: The file compares multiple scenarios side-by-side and uses Excel’s Goal Seek to reverse‑engineer the rate required to meet a target, helping you test “what if the market won’t pay” or “what if I work more hours.”
Core formulas: Key patterns include unit price, total cost = quantity × unit price, and per-unit cost = (fixed + variable costs) ÷ total units. These basics make the calculator transparent and easy to audit.
Build for reliability: Use Excel Tables, named ranges, and structured formulas to avoid fragile cell links. Document assumptions, lock summary formulas, and test scenarios to keep the workbook stable as you change inputs.
Microsoft context: Microsoft does not publish this exact Excel template; for cloud services use the Azure Pricing Calculator. Microsoft is emphasizing template-driven calculation for general planning while maintaining the Azure tool for cloud cost estimates.

Dynamics 365 Quality Agent: How it Works

HubSite - Editorial — Wed, 27 May 2026 22:40:30 +0000

Dynamics three sixty five Quality Evaluation Agent scales QA with Criteria, Plans and Results to improve coaching and CX

Quality Evaluation Agent (QEA) is an AI-powered tool in Dynamics 365 Customer Service and Dynamics 365 Contact Center that automatically scores support interactions and gives supervisors insights for coaching and improvement.
It reduces manual reviews and scales quality oversight across teams.
Core framework: Evaluation criteria (questions, scoring logic, instructions), Evaluation plans (when and how evaluations run), and Evaluations (scores, summaries, coaching recommendations).
These three parts work together to define, apply, and report quality consistently.
How to enable and operate: administrators configure QEA in the Copilot Service admin center under the Customer Support > Quality management area and can enable evaluation for Case or Conversation records.
Note: criteria scoring cannot be turned off once enabled, and bulk evaluations for cases are available in preview.
Recent updates and capabilities: conversation capabilities reached general availability on February 6, 2026, joining case evaluation as GA.
The framework supports weighted criteria or equal distribution, AI-supervisor review before publishing scores, and evaluations across cases, conversations, emails, and surveys.
Key benefits: consistency in scoring, scalability for higher review volume, actionable insights for coaching, reduced subjectivity through structured rules, and coverage of both human and AI interactions.
Organizations can use QEA to standardize quality and speed up improvement cycles.
Roadmap and important controls: Microsoft plans multilanguage support, criteria versioning, the ability to flag critical questions, simulation capabilities, and knowledge source adherence checks.
Proper roles such as Quality Administrator are required for setup and ongoing management.

Copilot Studio: Test and Scale Components

HubSite - Editorial — Wed, 27 May 2026 21:40:30 +0000

Copilot Studio component collections test and scale reusable kits for Copilot across Power Platform and Microsoft cloud

Copilot Studio Component Collections: A reusable packaging layer in Copilot Studio that bundles topics, knowledge, actions, entities and connectors into shared collections for multiple agents.
It helps teams avoid rebuilding the same assets for every agent and speeds up agent creation.
one-click export and simplified import: Collections support easy export/import workflows so teams can move shared assets between environments without manual copying.
This reduces errors and simplifies migration between development, test, and production.
testing across connected agents: You can test a collection directly from the Component Collections workspace and toggle between connected agents to validate behavior.
Tests respect each agent’s own entities so shared topics behave correctly in different agent contexts.
scalability across environments: Collections let teams scale agents consistently by centralizing shared logic and knowledge.
That reduces duplicated topics, lowers maintenance work, and streamlines reuse across business units.
versioned managed solutions: Collections can be managed as versioned solutions, enabling controlled lifecycle tasks like deployment, versioning, and restricted access for specific agents.
Agents reference components in the collection after components are moved there, simplifying ALM.
centralize logic: By packaging topics, flows, child agents and connectors into collections, teams keep logic in one place and update it once for all connected agents.
This leads to faster updates, cleaner releases, and more predictable agent behavior across projects.

Agent 365: Streamline Defender Ops

HubSite - Editorial — Wed, 27 May 2026 20:40:30 +0000

Protect AI agents with Microsoft Defender, Entra and Copilot Studio for unified visibility, blocking and automated remediation

Agent 365: The Microsoft video shows Agent 365 as a control plane that makes AI agents visible, governable, and defendable across your tenant.
It surfaces agent inventory and centralizes governance so teams can treat agents like standard IT assets.
Microsoft Defender: Defender integrates agent telemetry into the same investigation and incident workflows SOC teams already use.
Analysts can pivot from IT alerts into the full incident graph for deeper investigation.
real-time protection: Defender can block malicious tool invocations and detect persistent jailbreak attempts at runtime.
This reduces attacker dwell time by stopping risky actions as they occur.
Microsoft Entra: The demo shows automated response by linking incidents to Entra conditional access to revoke sessions and force password resets.
This lets teams quickly cut off compromised identities tied to malicious agents.
Advanced Hunting: Agent 365 provides observability data that you can query with KQL using built-in hunting templates.
Teams can find overpermissioned or risky agents and pull unsafe builds from the Agent Registry.
managed enterprise assets: The model assigns clear admin roles (Defender, Entra, Purview, Microsoft 365) so agents get inventory, policy controls, and data governance.
This gives IT and SOC a shared way to reduce exposure and prevent future incidents.

Power BI Roadmap for Data Analysts

HubSite - Editorial — Wed, 27 May 2026 19:40:30 +0000

Microsoft expert offers a FREE Data Analyst roadmap with Power BI Excel SQL Python and ChatGPT to boost analytics

This video summarizes Microsoft’s updated Power BI data analyst roadmap and centers the analyst workflow on getting data, cleaning and transforming, modeling, building reports, and operationalizing work in the Power BI service.
Microsoft now highlights Microsoft Fabric and Copilot in Power BI as core additions; Fabric links enterprise storage and governance, while Copilot speeds model and report creation and enables natural‑language questions.
Key technical skills to master are Power Query for shaping data, DAX for calculations, and the star schema pattern for reliable models; also practice connecting to Excel, CSV and SQL sources.
Operational and enterprise topics are essential: learn Power BI Service features such as workspaces, scheduled refresh, gateways, deployment pipelines, lineage, and sensitivity labels to support secure publishing and governance.
Follow a staged learning path—foundations, data modeling and DAX, advanced reporting, then service and deployment—and use hands‑on practice to prepare for the PL-300 certification exam.
Build practical portfolio projects like a Sales Summary report, a multi‑source model, and dashboards that show clean shaping, clear metrics, and business storytelling; these prove job readiness and help you apply Copilot effectively.

Power BI Desktop Gets Version History

HubSite - Editorial — Wed, 27 May 2026 18:40:30 +0000

Power BI Desktop adds Version History for PBIX restore, streamlining report development and Microsoft Fabric integration

Version History: Power BI Desktop now stores built-in version history for semantic models so you can review and restore previous model states directly from the app and web editor.
It behaves like Office version history and makes iterative report work safer.
Semantic model capture: Versions are created automatically before you publish or upload a .pbix and when you open a Direct Lake model for live editing.
Each stored version includes both model metadata and model data for easier recovery.
Storage limits: Power BI keeps up to five saved versions per semantic model and does not support restoring versions older than 14 days (Microsoft says this limit exists though it is not strictly enforced today).
My Workspace and free licenses do not get this feature.
Permissions: To view or restore versions you need Write and Build permissions on the model.
Users with free licenses cannot use version history.
Version control vs. file history: This feature is focused on semantic model snapshots, not a full file-version system for PBIX files.
For file-level versioning use OneDrive/SharePoint or an external version-control workflow.
How to access: Open the Version history pane from workspace lists, the semantic model details page, or the web editor to compare or restore a version.
Tip: check version history before publishing to avoid duplicate filenames like SalesReportFINAL_v2.

Copilot Studio: Build Autonomous Agents

HubSite - Editorial — Wed, 27 May 2026 17:40:30 +0000

Build production-grade autonomous agents in Microsoft Copilot Studio using Topics, Triggers, Tools, Dataverse and Teams

Copilot Studio builds both conversational agents (guided chat) and autonomous agents (proactive task handling). Agents use AI to decide actions, and newer designs support generative orchestration and multi-agent routing for complex workflows.
Follow a compact build flow: Create the agent, Enable generative orchestration, Add knowledge sources, Attach actions/tools, Configure event triggers, then Test and Publish. Each step focuses on clear instructions and predictable behavior.
Design around core components: use Topics and Triggers to start flows, structure multi-step logic with Agent Flows, and craft precise Prompts and instructions to keep responses reliable and focused.
Ground agents in trusted data by adding the right knowledge sources and consider disabling broad model memory to prevent drift. Grounding keeps answers accurate and aligned to approved content.
Connect actions using Connectors and Actions/Tools (examples: Microsoft 365, Dataverse, APIs, Power Automate). Test each connector and action separately to avoid schema or output errors during autonomous runs.
Adopt safety and lifecycle practices: run thorough Testing, use Versioning, enable Monitoring, and set operational Guardrails. Start small, iterate, and limit autonomy until outcomes stay predictable and secure.

Claude Code: Make SPFx Upgrades Easy

HubSite - Editorial — Wed, 27 May 2026 12:26:04 +0000

Streamline SPFx upgrades with Pantoum and Claude Code using Microsoft Three Sixty Five CLI, AI guardrails and reviews

Nello D’Andrea demo presents how to make SharePoint Framework upgrades smoother by combining the open-source tool Pantoum with the AI workflow Claude Code to automate planning, refactoring, and reporting.
The demo addresses painful, repeatable upgrade work by using Microsoft 365 CLI reports, applying deterministic patches, and running AI-assisted guardrails so developers spend less time on manual edits and more on verification.
Key platform changes that matter: SPFx v1.22 moves the build chain from Gulp to Heft and targets Node.js v22 LTS, which affects tooling, dependency updates, and packaging during upgrades.
Claude Code integration works through a CLI, SDK, and a terminal UI (built with Ink) to analyze code, suggest edits, and apply automated refactors while generating review reports for human validation.
Main benefits shown: faster upgrade planning, automated refactoring, reduced manual effort, and clear review reports that help teams validate changes before shipping to production.
Practical next steps recommended: try Pantoum on a test branch, run upgrade reports, test in CI, keep backups, and always review AI-suggested changes before merging to ensure safety and correctness.

Teams: Organize Chats with Sections

HubSite - Editorial — Wed, 27 May 2026 07:06:31 +0000

Organize Microsoft Teams chats with sections to group threads, cut clutter and improve navigation for collaboration

Sections: A Teams feature that groups related chats, channels, meetings, and bots into named buckets so conversations stay organized in one place.
Use sections to reduce clutter and keep workstreams clear.
Combined view: Teams now shows chats and channels together rather than separately.
Built-in areas like Favorites, Chats, and Teams and channels sit alongside your custom sections for quicker access.
How to create: Open Chat or Teams in the left rail, choose New items → New section, name it, then add items.
Move conversations with drag-and-drop or the Move to menu and reorder by dragging.
Filters and sorting: Apply Filters (unread, chats, channels, meeting chats) to focus on priorities.
Choose custom/manual order, most recent, or unread-only views to manage what appears in each section.
Benefits: Improves organization, cuts context switching, and speeds navigation with favorites, sections, and filters.
The layout scales for busy teams and supports up to 50 sections with 50 items per section.
Availability: Sections launched as part of the new chat-and-channels experience in late March 2025 and completed rollout by April 2025.
Sections appear in the desktop app when the list uses Custom sorting; this is an update to Teams, not a separate product.

Microsoft 365: Maturity Benchmarks 2026

HubSite - Editorial — Wed, 27 May 2026 06:06:31 +0000

Microsoft expert recap Frontier Firm Maturity Model for Microsoft three sixty five boosts skills with Teams SharePoint

Maturity Model for Microsoft 365: A practical framework of business competencies that maps Microsoft 365 capabilities to real-world business activities. The May 19, 2026 community recording frames the model as a set of tools to measure and improve organizational maturity.
Five-point scale (100–500): The model uses clear maturity levels from foundational to advanced to describe what organizations can do at each stage and what they should invest in next.
Frontier Firm perspective: Links the model to the AI-era operating model where work shifts to human-agent workflows, with people acting as "agent bosses" who orchestrate outcomes by delegating tasks to AI.
Core competency areas: Key focus zones include Business Process, AI & Cognitive Business, Collaboration, Governance, Employee Experience, and Content & Search. These guide assessments and improvement plans.
Practical priorities for leaders: Assess where AI changes work, strengthen governance and security for agent-based work, and use maturity assessments to plan repeatable, AI-enabled operating patterns.
Next steps and community: The public call recording (May 19, 2026) emphasizes using the model as actionable tools and invites Microsoft 365 teams to join community calls and contribute to ongoing updates.

AI Agents: Guide to Modern Architectures

HubSite - Editorial — Wed, 27 May 2026 01:29:58 +0000

Agentic AI: use cases and scalable architecture with Microsoft Foundry, Copilot Studio and Three Sixty Five Copilot

AI agent: An AI agent uses a large language model plus tools and memory to act for a user, plan tasks, call services, and update its internal state as it works. It goes beyond single prompt-response chatbots by chaining steps and actions.

Why agents matter: Agents handle open-ended problems and multi-step processes that need planning, tool use, and learning from feedback. They work well when tasks require orchestration across systems rather than a single answer.

Microsoft Agent Framework: Microsoft highlights a framework that gives developers abstractions and building blocks to manage agent complexity so they can focus on application logic, not plumbing. The framework supports both autonomous agents and workflow-style orchestration.

Core architecture: Key parts include the language model as the reasoning core, external tools (APIs and services) for actions, memory to keep context, and a repeating agent loop that reasons, acts, and updates state.

Microsoft ecosystem: The series focuses on Microsoft tech like Foundry, Copilot Studio, Microsoft 365 Copilot, and Agent 365, showing how these tools fit into production agent designs and real enterprise scenarios.

Series outcome: The course walks from fundamentals to real implementations, offers GitHub repos for each episode, and aims to help you design and build scalable, production-ready agentic systems for real projects.

Beautiful.ai Passes AI Presentation Test

HubSite - Editorial — Wed, 27 May 2026 00:29:58 +0000

Beautiful.ai beats slide revision chaos with Microsoft PowerPoint friendly AI, Teams collaboration and sharing analytics

Real-world workflow test: A Presentation Process video follows a character, Charles, through real presentation edits to show how tools behave under repeated revisions.
Beautiful.ai handled many live changes more smoothly than one-shot AI generators in this scenario.
Guided, context-aware workflow: Beautiful.ai shifts from a single “generate” step to a prompt → outline → design → refine flow with AI support at each stage.
This approach keeps edits flexible and reduces the need to restart the deck after small changes.
Smart Slides and design guardrails: Built-in rules maintain spacing, alignment, hierarchy, and chart layouts so slides stay consistent during edits.
These guardrails help prevent the common “broken deck” problem when content changes.
Create with AI: Users add context, shape an outline, then generate and refine slides inside the editor without switching apps.
The platform supports content rewriting, visual generation, and design automation in one workflow.
Team and enterprise features: Beautiful.ai emphasizes brand control, work-ready templates, client sharing, and presentation analytics for teams.
These features aim to speed collaboration and track audience engagement after delivery.
Mixed reviews and practical limits: Reviewers praised speed, ease of use, and spreadsheet-driven slides but flagged UX issues and variable export quality.
Performance depends on the user’s workflow and expectations, so it’s stronger for iterative editing than for single-shot generation.

Microsoft Entra: Detect Tenant Drift Now

HubSite - Editorial — Tue, 26 May 2026 23:29:58 +0000

Microsoft Entra Tenant Governance detects configuration drift and monitors Intune Exchange Teams Defender Purview

Find Configuration Drift in Microsoft Entra Tenant Governance detects when tenant settings change away from a defined state across Entra, Intune, Exchange, Teams, Defender, and Purview.
It ties into the preview Configuration management experience to help teams keep settings consistent.
Admins define a desired state as a baseline (JSON) and run a scheduled monitor that compares live resources to that baseline.
Monitors run on a six-hour cadence and produce a run summary while detailed drift objects list property-level differences.
In the admin center you inspect Monitor results for run status and open Configuration drifts to see which resource properties deviate from the baseline.
The drift details show the affected resource and use the Ensure property to indicate Present or Absent for expected items.
The feature surfaces related or external tenants using B2B, multi-tenant app, and billing signals so you can extend control beyond tenants you already manage.
Use role-based templates and complete a secure approval handshake to administer governed tenants from a single browser.
Benefits include fast detection of unauthorized changes, stronger and more consistent security and compliance across tenants, and reduced need for third-party drift tools.
Remediated drifts are marked fixed on the next monitor run, keeping reports up to date.
You access the capability from the Microsoft Entra admin center; it requires the appropriate tenant license and admin privileges and is currently in preview.
Filters let you view results by monitor, resource type, name, and detection time to simplify investigations.

Power BI: Real AI Use Case Revealed

HubSite - Editorial — Tue, 26 May 2026 22:29:58 +0000

Microsoft expert: AI in Power BI builds model, measures, relationships and visuals with Copilot

Test overview: Christine Payton feeds PBIP files to Claude Code to see how far a large language model can build a Power BI model and report automatically.
It is a practical test of AI capabilities, not a recommended final workflow — always work on copies of your files first.
Core tasks asked of the AI: The prompt instructs the model to friendly-rename tables and columns, create relationships (preferably a star schema), build 15 measures (including complex DAX), organize measures into folders, and format dates and numbers.
The model also had to validate references and add at least one visualization to the report page.
What the AI produced: The model renamed tables/columns, created relationships, generated measures, and built two visuals — one simple and one using conditional formatting for richer insight.
Results show AI can handle many routine tasks but still needs human review for accuracy and context.
Formatting and structure rules: The prompt required strict PBIR/TMDL formatting (indentation-sensitive) and human-friendly labels (e.g., "Close Price").
It also specified date format (mm/dd/yyyy), appropriate rounding to avoid noisy decimals, and thousands separators for numbers.
Limitations to watch: AI can automate structure and scaffolding but may misinterpret business logic, DAX context, or relationship intent — always verify measures, relationships, and references before publishing.
Use the AI output as a strong starting point, not the final authoritative model.
Practical takeaway: Use AI for fast prototyping and repetitive cleanup (renaming, formatting, basic measures), while keeping human oversight for complex calculations, model validation, and visual storytelling.
This hybrid approach speeds reports without sacrificing accuracy.

Microsoft 365 Copilot: 8 Costly Mistakes

HubSite - Editorial — Tue, 26 May 2026 21:29:58 +0000

Sharpen Microsoft three sixty five Copilot with clear prompts, Prompt Coach, Memories, Teams transcripts and Word edits

Microsoft 365 Copilot is an AI assistant inside Microsoft 365 that uses Microsoft Graph and organizational data to speed up routine work and improve productivity.
It helps draft, summarize, analyze, and search, but its value depends on correct setup and expectations.
Avoid assuming Copilot is plug-and-play; successful rollout needs readiness checks, valid licensing, technical prerequisites, and a staged pilot rollout before broad deployment.
Plan governance and pilots so problems surface on a small scale, not across the whole organization.
Poor data hygiene and messy permissions in SharePoint, Teams, and OneDrive can expose wrong content or produce bad answers.
Apply sensitivity labels, use Microsoft Purview controls, run access reviews, and limit search scopes to protect data and improve results.
Vague or overloaded prompts deliver weak results—use tools like Prompt Coach, Custom Instructions, and clear examples to get precise outputs.
Store useful context in Copilot Memories, pick the right reasoning model, and always perform human verification before acting on important outputs.
Use collaboration features correctly: transcribe Teams meetings so Copilot can produce accurate recaps, choose Follow Meeting rather than declining to stay informed, and use Edit with Copilot or export to Word to move polished content into documents.
These steps make summaries and follow-ups more reliable and easier to reuse.
Train people on prompt writing, app behaviors, and app-specific limits; position Copilot as a support tool, not an automatic decision-maker.
Combine user training, cleaned permissions, and focused pilots to reduce risk and increase adoption.

Agent 365: New Licensing Model Unpacked

HubSite - Editorial — Tue, 26 May 2026 19:29:58 +0000

Microsoft expert on Agent three sixty five license, Copilot governance and free Microsoft three sixty five SharePoint features

Agent 365 is Microsoft’s control plane for agents, a management layer that helps organizations register, govern, secure, and monitor AI agents.
It targets the people who interact with, own, manage, or sponsor agents, treating agents as governed enterprise workloads.
Microsoft now says Agent 365 is licensed per user, not per agent instance, and recommends licenses for users who manage or interact with governed agents.
The standalone price listed is $15.00 per user/month, paid yearly, while some preview tenants use a Agent 365 Frontier enrollment that can affect agent creation.
“Per user” means the commercial license ties to the human role around an agent (owners, managers, sponsors, direct users), rather than assigning a license to every agent instance or agent identity object.
The agent itself remains a governed workload or identity inside the control plane.
Microsoft treats agents as a first-class enterprise asset with identity, ownership, policy, inventory, security controls, and lifecycle management.
Agent 365 integrates with admin surfaces like Entra, Purview, and Defender to provide orchestration across identity and security stacks.
Key benefits include centralized governance, least-privilege access, security and threat protection, and improved operational visibility into agent inventory and lifecycle.
These features help organizations discover, audit, and control agent behavior at scale.
Practical steps: license users who will manage or interact with agents, design governance and lifecycle policies, and map agent ownership and inventory for audits.
Expect preview-specific behaviors (Frontier enrollment) and plan integration with Entra, Purview, and Defender for policy enforcement and monitoring.

Copilot Cowork: World Cup Newsletter

HubSite - Editorial — Tue, 26 May 2026 17:29:58 +0000

Microsoft expert guides AI newsletter creation with Copilot Cowork and Power Platform agents to simplify email design

Copilot Cowork is a new execution layer in Microsoft 365 that turns one prompt into work across apps like Outlook, Word, PowerPoint, Excel and the calendar.
It coordinates actions across files and apps instead of just answering questions.
Major updates include expanded built-in skills and deeper integrations such as Fabric IQ with Power BI and scenarios in Dynamics 365.
Microsoft also added third-party connectors (examples: LSEG, Miro, monday.com, S&P Global Energy) and rolling availability through Frontier.
Core behavior focuses on executing multi-step tasks, producing parallel outputs (Word, PowerPoint, email) and keeping work inside a persistent session.
Microsoft frames this as a shift from chat-style replies to coordinated action.
World Cup newsletter workflow: gather recent content from email, docs, notes and connected sources; summarize into a Word draft; create a PowerPoint outline if needed; draft follow-up email or calendar actions; save files in OneDrive for review.
This makes newsletter production faster and more consistent.
Practical notes: user-facing starter tasks include Organize my inbox, Arrange my week, Prep for a meeting, and Research a company.
Model choices (for example Anthropic models) and feature availability can depend on tenant settings and Frontier enrollment.
Next step offer: I can create a ready-to-use Copilot Cowork prompt tailored for a fan news, business sponsorship, or internal newsletter workflow to speed your production.

Intune Hands-On: Experts Live London

HubSite - Editorial — Tue, 26 May 2026 12:22:04 +0000

Microsoft Intune hands-on workshop at Experts Live UK London, Autopilot, Entra, KQL and endpoint management insights

Experts Live UK 2026 hosts an in-person Intune Hands-On Workshop in London on 11–12 June 2026 at CodeNode.
Seats are limited to about 100 per workshop and several workshops run in parallel, so book early.
Speakers: Steve Weiner (traveling from the U.S.), Andrew Taylor, and James Robinson lead the Intune day, with Dean Ellerby mentioned as part of the discussion team.
Expect experienced presenters focused on practical deployment and management tips.
Workshop format is fully hands-on: bring your own device, follow guided tenant setup, run through Autopilot v1 and v2 scenarios, then join roundtables for problem-solving.
This is active learning, not a lecture series.
Related sessions on day two include "Intune notes from the field" and a Mastering KQL session, giving both operational and query skills for management and troubleshooting.
These sessions complement the hands-on day.
Access and pricing: the workshop is ticketed while the broader Intune Academy is planned as a free program via waitlist after launch.
Register early to secure a seat and note the 31 May deadline to claim event shirt offers.
Why attend: gain practical hands-on training and direct access to experts, accelerate endpoint management skills, and network in small workshop groups.
The rare, small-group format makes this a high-value learning day for Intune professionals.

Copilot Chat: Advanced Agent Manifests

HubSite - Editorial — Tue, 26 May 2026 07:02:03 +0000

Microsoft Copilot Chat demo reveals declarative agent manifests shaping behavior, governance and UX on Power Platform

Demo summary: This note summarizes a community-call demo by Sébastien Levert about advanced manifest capabilities for Copilot Chat declarative agents.
It highlights how Microsoft moves more agent behavior into the agent manifest instead of requiring custom backends.
Core concept: A declarative agent is defined by a machine-readable manifest that lists instructions, conversation starters, actions, and the agent’s capabilities.
The manifest tells the agent what it can access and how it should behave.
Key capabilities: Manifests can enable features such as embedded knowledge, code interpreter (Python analysis and visuals), image generation, and connectors to enterprise data.
Newer schema also supports connected agents so agents can call other agents when declared.
Manifest controls: Use the manifest to set grounding sources (OneDrive, SharePoint, Dataverse, connectors), behavior overrides, disclaimers, and environment configurations to shape UX and responses.
Agent-to-agent calls are currently text-only and can pass adaptive card data for processing.
Benefits: Moving features into the manifest reduces custom backend work, speeds deployment, and keeps behavior transparent and centralized.
It also enables richer grounding in enterprise data and adds analytical power through the code interpreter for math, data analysis, and visuals.
Practical limits & governance: Capabilities require explicit declaration and appropriate permissions, and organizations must plan for security and transparency when granting data access.
Design manifests with governance and user-facing disclaimers to control risk and expectations.

Microsoft 365 Copilot Buyers Guide

HubSite - Editorial — Tue, 26 May 2026 06:02:03 +0000

Microsoft expert demystifies Microsoft Copilot licensing, Copilot Chat and Excel restore tips for premium productivity

Microsoft 365 Copilot is an add-on that requires an eligible Microsoft 365 or Office 365 base plan plus the Copilot license for each user.
Assign both licenses to a user for Copilot features to work.
Microsoft shortened its SKU lineup in late 2025 and folded many role-specific products into the main Copilot offering — the video explains that retired role-based SKUs like Copilot for Sales, Service, and Finance are now included in the standard Copilot license.
Transitions from retired SKUs happen at renewal and Microsoft says there are no refunds for recently bought retired SKUs.
The updated purchase model now includes a small-business edition called Microsoft 365 Copilot Business (for up to 300 users) and limited-time promotional pricing.
Promotions in 2026 apply to the first year and may include a short cancellation window with a prorated refund.
Microsoft changed the consumption terms: the old “messages” unit is now called credits, and licensed Copilot users generally do not face extra usage charges.
Charges can apply for actions by non-licensed users, independent bots, or consumer-facing scenarios.
Packaging updates roll out through mid-2026: Microsoft is adding more Copilot Chat and security/device-management features to M365 suites and introducing services such as Copilot Chat, Intune upgrades, and Microsoft Defender for Office 365.
Expect pricing and bundle changes to take effect around July 1, 2026.
Practical takeaways from the video: procurement gets simpler with fewer Copilot SKUs, but admins should review renewals, check base-plan eligibility, and reassign licenses where needed.
If a Copilot button (for example in Excel) disappears, it often reflects licensing or packaging changes rather than a local bug.

SharePoint Copilot: Site in Minutes

HubSite - Editorial — Tue, 26 May 2026 01:20:04 +0000

Build a full SharePoint site in minutes with Microsoft Copilot and Admin Center demo for faster cloud productivity

Copilot demo overview: The short shows how Copilot in the Microsoft 365 admin center and SharePoint admin center speeds up site preparation and governance.
It highlights that AI assists admins rather than instantly creating production-ready sites.
Natural language interactions: Admins can ask plain-English questions and get clear, tenant-grounded answers.
This reduces time spent searching docs or building PowerShell scripts from scratch.
Core capabilities: The tool helps find users and licenses, summarize settings, monitor service health, generate reports, and suggest governance actions.
It also produces PowerShell guidance and flags oversharing risks for remediation.
How it works: Copilot uses tenant-aware context plus Microsoft documentation to produce actionable steps and commands.
Responses include structured PowerShell examples and specific remediation options admins can follow.
Availability: Copilot features appear for tenants with at least one active license; admin accounts do not need separate licenses for the admin-center experience.
Microsoft is rolling similar experiences into the Teams and SharePoint admin centers.
Governance impact: The combo of AI, tenant grounding, and workflow links speeds site governance and lowers skill barriers for routine tasks.
Admins should still validate AI suggestions and use SharePoint Advanced Management for lifecycle and oversharing control.

Power Platform: UDF GA and Agentic Apps

HubSite - Editorial — Tue, 26 May 2026 00:20:04 +0000

Power Platform update: Power Apps UDFs, InfoPath migration agent, Grid Container, DataGrid, Microsoft Copilot

User Defined Functions (UDF) & User Defined Types (UDT) are now generally available in Canvas apps.
They let makers reuse logic, enforce typed data models, and reduce duplicated formulas for clearer, faster apps.
InfoPath Migration now offers a coding agent to convert legacy forms into Canvas Apps.
The tool automates control and data mappings to cut manual rewrite work, but converted apps still need review and testing before production.
Grid Container and the new DataGrid control reached GA with drag-and-drop layout and responsive CSS grid support.
DataGrid adds search, sortable columns, multi-select, and typed column types (URL, email, phone) for richer tabular screens.
Modern Controls like Button, Slider, Icon, and Dropdown moved to GA-quality with polished behavior and improved Fluent theming.
Expect more consistent UI, fewer custom workarounds, and better alignment with Microsoft design patterns.
Microsoft 365 Copilot and generative features expand across apps with support for custom tools and Generative Pages.
AI code generation helps create app components and flows, enabling more agentic app scenarios and faster prototyping.
Dataverse gains stronger data and integration features, including advanced Azure Synapse Link configuration, virtual tables via virtual connectors, SharePoint file uploads with metadata, and cross-environment sync.
These improvements make analytics and enterprise integration easier and more flexible.

Power Platform: End-to-End Inventory App

HubSite - Editorial — Mon, 25 May 2026 21:18:06 +0000

Microsoft expert demo builds custom inventory on Power Platform with Power Apps Power Automate Dataverse Copilot Studio

Power Platform: The demo shows a full inventory system built with Power Apps, Power Automate, Dataverse, and Copilot Studio.
These tools connect to store data, build UIs, automate flows, and speed up development with AI.
Architecture layers: Use a clear stack — Data Layer (Dataverse), App Layer (canvas and model-driven apps), Automation Layer (Power Automate), and AI (Copilot).
This structure keeps data consistent, UIs responsive, and processes automated.
App types and flows: The demo includes a model-driven app with a generative page, a canvas app for inventory management, and a mobile app for packing-slip scanning and tagging.
A Copilot Studio agent helps manage actions and speeds repetitive tasks.
Implementation steps: Create Dataverse tables, build views and forms, add barcode scanning, and implement delegable filters for large datasets.
Then add approval flows and test mobile scanning before rolling out.
Benefits: Expect faster builds, reduced manual errors through automation, seamless integration with Microsoft 365, and easy scaling for larger inventories.
Low-code tools also enable quick customization to match business needs.
Practical tips: Track key fields like reorder point, serial numbers, and images; use approvals for stock changes; and surface insights in Power BI.
Keep mobile scanning simple and validate flows with real users before full deployment.

Copilot News: Episode 1 Highlights

HubSite - Editorial — Mon, 25 May 2026 20:18:06 +0000

Copilot news: AI updates, SharePoint Agents, Anthropic news, Copilot Studio and Microsoft three sixty five Copilot

Copilot News Show Episode 1
Short 7-minute YouTube update hosted by Shane and Todd that highlights the latest Copilot and Microsoft AI tool news.
It calls out SharePoint knowledge agents, product name changes, and other key developments.
Computer-use capability
New features let Copilot operate legacy systems and third-party apps where APIs are missing.
The AI can read email, update records, submit forms, and report progress across multiple interfaces.
Executive AI automation
Copilot is evolving from an advisor into an agent that completes end-to-end workflows based on natural language commands.
This reduces manual handoffs and speeds routine business processes.
GPT-5 integration & user features
GPT-5 improves chat quality, comprehension, and reasoning for better responses.
Microsoft also added Copilot Pages, Notebooks, dictation, read-aloud, and audio overviews to enhance productivity and accessibility.
Federal approval
In 2025 the U.S. government approved Microsoft 365 Copilot for federal use, marking a major trust milestone.
This decision may accelerate Copilot adoption across public agencies.
Governance and community
Microsoft expanded admin controls, prompt galleries, scheduled prompts, and defined agent roles for research and analysis.
Community channels and events support adoption, training, and best practices.

Microsoft 365 Copilot: Redeploy Agents

HubSite - Editorial — Mon, 25 May 2026 19:18:06 +0000

Expert guide to redeploy Copilot Studio agents to Microsoft Three Sixty Five Copilot, Teams, SharePoint, Power Platform

Copilot Studio
Agents are AI assistants you build in Copilot Studio and publish to Microsoft 365 Copilot or Teams. Redeployment aims to deliver updates without breaking access, permissions, or user experience.
Stable endpoint
Published agents can keep the same endpoint URL while serving new versions. Setting the version selector to Always use latest pushes updates automatically and removes repeated ZIP repackaging.
Metadata updates
Small changes like display name or descriptions can be updated without full repackaging. Update the agent’s display properties to refresh user-facing info quickly.
Microsoft 365 admin center
The admin center and the agent registry now control publish rights, availability vs. preinstallation, and org-level governance for safer, enterprise-ready deployments.
Teams vs Copilot deployment
Deployments can target Microsoft 365 Copilot only, Teams only, or both. Expect different rollout, approval, and reinstall behaviors between the two channels.
Redeploy flow
Typical steps: update the agent in Copilot Studio → republish the agent → confirm channel and admin settings → use admin center policies to distribute. Use documented reconnect/reinstall actions in Teams when needed to force the latest version.

Copilot AI Skills: How to Use

HubSite - Editorial — Mon, 25 May 2026 17:18:06 +0000

Microsoft expert on AI skills uses tree cutting analogy to demo progressive disclosure via Azure and GitHub Copilot

AI skilling aims to help people use AI to augment human work, not just automate tasks.
Microsoft centers learning around the AI learning hub where users find practical, job-focused training.
Microsoft Elevate is a new, large-scale program backed by $4 billion in cash and technology to expand access to AI training.
It targets 20 million credentials in two years to boost job-ready skills across nonprofits, schools, and workforce groups.
The platform uses the AI Skills Navigator to recommend learning paths based on goals, level, and interests.
It emphasizes role-based learning for business leaders, developers, security teams, and everyday users.
Core technical topics include Generative AI, Large language models (LLMs), effective prompting, and building AI agents for workflows.
Microsoft ties these topics to tools like Copilot and Azure AI for hands-on practice.
Responsible AI and security are part of the curriculum, with guidance on governance, data protection, and risk management.
That focus supports enterprise readiness so organizations can adopt AI safely and at scale.
Benefits include clear career relevance, many free resources, and practical demos to build real skills.
Start at the AI learning hub and practice with Copilot or Azure AI to move from basics to role-specific credentials.

Microsoft 365: Message Center — Ep 427

HubSite - Editorial — Mon, 25 May 2026 16:18:06 +0000

Teams moves meeting buttons under More with pin, SharePoint agents tidied, Copilot infographics added, Meeting AI toggle

Microsoft Teams in-meeting experience gets simpler controls: less-used buttons move under the ...More menu and you can pin them back for quick access.
This reduces clutter and speeds up common meeting actions.
SharePoint Pages now offers a Heading 1 (H1) option in web part title areas.
Authors can build clearer page structure, improving accessibility and SEO for site content.
Microsoft Copilot Notebooks introduces Infographics to create quick visual summaries from data.
Teams and presenters can turn complex info into easy-to-read visuals.
SharePoint agents receive a cleaner listing and a simpler launch flow, plus new site AI settings for admin control.
Admins can manage where agents appear and how AI features run on sites.
Teams adds an in-meeting Meeting AI toggle so participants can turn AI features on or off during a call.
This gives users immediate privacy and control over AI-driven meeting features.
Copilot expands grounding sources to file types like MP4, CAD, and ZIP and adds usage reporting for metered consumption.
Organizations gain better answer relevance and admin visibility into AI use and costs.

Copilot Edit Mode Edits Word, Excel, PPT

HubSite - Editorial — Mon, 25 May 2026 14:18:06 +0000

Microsoft Copilot Edit transforms Word Excel PowerPoint with AI edits, email form filling, analysis and slide makeovers

Editing with Copilot now goes beyond chat: Microsoft lets Copilot make direct, in-app edits inside Word, Excel, and PowerPoint while keeping users in control.
Copilot acts in a guided, model-aware way and keeps files editable and synced instead of producing locked outputs.
Excel Plan mode builds a step-by-step plan before making changes and applies edits using standard Excel features so results stay editable.
Excel editing also adds Python support for advanced analysis and visuals inside the workbook.
In Word and PowerPoint, Copilot gains new options: Word can use a Claude model for drafting and edits, and PowerPoint can use public webpage grounding and choose an image model selection (for example GPT-Image, Flux, or Auto) when creating visuals.
Simple workflow and user control: open Copilot, enter a request, review the generated plan, then approve or edit changes.
Users can switch to Chat only if they prefer no automatic edits and rely on transparency to see intended actions before changes occur.
Main benefits are clear: faster handling of repetitive tasks, more reliable results, and greater user control.
Copilot speeds up edits, improves consistency, and helps produce fresher content with model and web grounding.
Supported subscriptions are required for edit features: these include consumer and commercial Microsoft 365 plans that include AI credits or Copilot entitlements.
Check your plan to confirm access before expecting edit-mode features.

AI Breakthroughs: Solving the Impossible

HubSite - Editorial — Mon, 25 May 2026 13:18:06 +0000

Microsoft expert: AI solving unimaginable problems with Azure AI and Copilot showcased in a YouTube Short and Stream

This YouTube Short highlights Microsoft's long-running AI for Good effort, which uses AI, cloud services, and research partnerships to tackle health, humanitarian, accessibility, climate, and conservation challenges.
Microsoft packs compute, AI tools, research labs, and funding into projects so teams get technical and financial support. Azure supplies the cloud capacity and services that power many initiatives.
Microsoft is moving from “AI as a helper” to AI as a reasoning system, focusing on domain-specific models that fit real workflows and support higher-stakes decisions.
The program prioritizes analysis of unstructured data — text, images, audio, and video — to unlock insights for conservation, clinical care, and disaster response.
Clinical examples include Dragon Copilot and RAD-DINO; Microsoft also highlights MAI-DxO as a system that can speed diagnosis and show strong benchmark performance in some tests.
Overall, the initiative scales human expertise, speeds actions, lowers access barriers with grants and credits, and aims for measurable, cost-aware results in real-world projects.

Copilot Planner: Excel to Plan in 30s

HubSite - Editorial — Mon, 25 May 2026 12:18:06 +0000

Microsoft Copilot Planner Agent turns Excel and Word into Planner boards with AI automation for Microsoft cloud PM

Planner (Frontier) Agent: An AI tool inside Microsoft 365 Copilot that turns scattered notes, spreadsheets, emails, and meeting content into a structured Microsoft Planner plan. It builds tasks, buckets, dates, and hierarchy automatically.
Natural-language request: You tell Copilot what to do in plain language (for example, “Create a plan from this brief”), and the agent interprets the intent and starts drafting a plan from your input.
Grounded enterprise content: The agent uses real workplace sources—Excel sheets, chats, emails, files, and meeting notes—to create accurate, context-aware tasks instead of relying on generic prompts.
Excel to Planner: Upload or reference an Excel file and the agent maps rows to tasks, assigns owners, sets due dates, and organizes buckets, cutting manual copy-paste and setup time dramatically.
Automation: The agent drafts complete plans and can refine them with follow-up prompts, reducing repetitive setup and helping teams scale project onboarding and migrations faster.
Human-in-the-loop: The system drafts plans for review, asks clarifying questions when needed, and requires user approval before saving, keeping control and accuracy in business workflows.

Copilot in Excel: Add Checkbox Column

HubSite - Editorial — Mon, 25 May 2026 06:36:03 +0000

Microsoft expert: Copilot in Excel adds a checkbox column to speed automation and boost productivity YouTube Short

What a checkbox does
Use a checkbox to mark items as done, selected, or true/false in lists and trackers.
They work well in to‑do lists, attendance sheets, approval flows, and simple dashboards.
How to add a built‑in checkbox column
Select the cells you want, choose Insert > Checkbox, then click to toggle each box or press Space.
Remove them by selecting the range and pressing Delete.
Legacy Developer controls
If your Excel version lacks the new command, use Developer > Insert > Form Controls > Check Box and link each control via Format Control.
This method is more manual but still supported in older desktop builds.
What Copilot does
Copilot helps build formulas, summaries, and conditional logic that use checkbox states, but it does not create the checkbox feature itself.
Combine Copilot’s formula help with native checkboxes for faster workflows.
Values and formulas
Checked boxes return TRUE and unchecked return FALSE, so use them directly in IF, AND, and other logical formulas.
Use these values to count completions, flag rows, or drive calculations.
Conditional formatting and common uses
Pair checkboxes with Conditional formatting to highlight or dim rows, color-code status, or show progress visually.
For scalable results, use structured tables and range-based rules to apply formatting consistently.

Copilot: View All Admin Agents in Tenant

HubSite - Editorial — Mon, 25 May 2026 01:16:05 +0000

Expert guide to list Copilot agents for tenant visibility governance and compliance in Microsoft Three Sixty Five Admin

Copilot Microsoft 365 Admin Agent now lets admins view and list all agents across a tenant, turning scattered agents into a searchable agents inventory that is discoverable and manageable.
Find agents in the Microsoft 365 admin center under Copilot (look for Agents or the newer Agents & connectors hub); use the Copilot Control System for data access and finer agent settings.
Admins can see many agent types: Microsoft-built agents, partner/third‑party agents, custom agents from Copilot Studio, shared agents, admin‑published agents, and early frontier agents for testing.
The inventory shows key fields like agent name, creator, creation date, host products, and availability status, and supports filters (e.g., available to all users, no users, or missing owner) for cleanup and governance.
Use the usage report in Reports > Usage > Microsoft 365 Copilot > Agents to track adoption, but note a current limitation: it does not include usage for Microsoft‑built or partner agents.
Better visibility improves governance, security, and compliance: you can identify unused or duplicate agents, block unsafe agents, and run stronger lifecycle management—you can’t manage what you can’t see.

Agent 365: Declarative MCP Servers

HubSite - Editorial — Mon, 25 May 2026 00:16:05 +0000

Extend Declarative Agents with Agent three sixty five MCP server to automate SharePoint and Outlook in Microsoft three sixty five Copilot

Demo overview: Lee Ford (Symity) demonstrated how to connect Agent 365 MCP servers to Declarative Agents in a Microsoft 365 Copilot demo.
He showed real multi-step automations that call services like Outlook and SharePoint from within Copilot.
What an MCP server does: An MCP (Model Context Protocol) server exposes tools and actions in a standard format so agents can discover and invoke them.
This removes the need to hardcode each API and gives agents a consistent way to act on external systems.
Declarative Agents integration: Declarative Agents now connect to MCP servers as actions by linking to an MCP URL, selecting tools, configuring authentication, and generating agent files.
This flow simplifies building agents and reduces custom integration code.
Enterprise governance with Agent 365: Agent 365 provides enterprise-grade MCP tooling that maps tools to permissions, enables admin approval, and supports auditing.
That makes agent access safer and compliant for large or regulated organizations.
Bring Your Own (BYO) MCP server: Organizations can register and govern their own MCP servers so internal systems become safely available to Copilot and agents.
Admins control approval, consent, and access centrally.
Developer toolkit and richer experiences: The Microsoft 365 Agents Toolkit scaffolds agents, discovers MCP tools, helps configure auth, and supports local testing.
MCP apps can also render richer UI inside Copilot interfaces for scenarios like approvals and interactive workflows.

Microsoft Copilot: Teams Sales Insights

HubSite - Editorial — Sun, 24 May 2026 21:31:38 +0000

Microsoft Teams Copilot in Teams Premium uses custom prompts to auto extract sales intelligence and feed your CRM

Custom Summary
Access this feature in Teams when you have Teams Premium or Microsoft 365 Copilot enabled.
Switch the meeting transcript to the Sales view to see structured, sales-focused output.
Copilot for Sales
The tool converts recorded and transcribed Teams meetings into actionable sales intelligence like summaries, follow-ups, and CRM-ready notes.
It blends conversation intelligence with sales workflows so teams move from talk to action faster.
Custom prompt
Build a reusable prompt that extracts company profile details, competitors mentioned, risks, and a confidence-based win rate.
Scope the prompt to your product, sales cycle, and CRM fields for consistent, relevant output.
Meeting recap
After a recorded meeting, open the recap, choose Sales, and review AI-generated insights.
From there you can create tasks, draft follow-up emails, and save notes back into CRM to avoid lost deal information.
Save as template
Save your custom prompt as a template so it runs automatically on future calls and reduces repeated manual work.
This ensures the same structure and fields populate every meeting recap.
Benefits
Teams gain faster follow-up, consistent documentation, less admin time, and improved CRM alignment.
The feature improves collaboration by keeping action items and customer context organized in Teams and Microsoft 365.

Entra Governance: Stop Shadow Tenants

HubSite - Editorial — Sun, 24 May 2026 20:31:38 +0000

Entra Governance after Midnight Blizzard: discover shadow tenants, stop drift, secure tenants with Intune Teams Exchange

Related Tenants: Automatically finds tenants connected to your organization using signals like B2B sign-ins, multitenant app consents, and billing relationships.
This discovery exposed the risk that the Midnight Blizzard attack exploited: unknown test tenants can let attackers move laterally.
Configuration Drift: Define a "Golden Configuration" baseline and monitor it regularly to spot weakened security settings.
The service checks 200+ resource types across Entra, Intune, Teams, and Exchange and alerts when drift appears.
Three-Step Handshake: A strict trust flow prevents accidental or malicious takeovers between tenants.
If tenants lack a billing link, the governed tenant must invite the governing tenant before any control is granted.
Discovery Signals: Uses telemetry such as sign-in logs, app consent events, and billing ties to map exposure.
Microsoft plans to add device and network telemetry to catch tenants accessed from corporate endpoints.
Licensing Model: Tenant Governance is licensed by the number of admins who use the feature, not by every user.
This approach makes securing large multi-tenant estates more affordable for many organizations.
Secure Tenant Creation & Where to Start: Use secure tenant creation, governance templates, and governed relationships to control new and existing tenants.
Begin with discovery, set baselines, enable drift monitoring, and then apply governance to high-risk or unmanaged tenants.

Power BI: No-Code Modeling with Claude

HubSite - Editorial — Sun, 24 May 2026 18:34:04 +0000

Microsoft expert: no-code Power BI modeling with Claude AI and MCP Server, live demo, Fabric and Copilot

Power BI Modeling MCP Server links AI assistants to Power BI semantic models so you can change models by talking to the agent instead of clicking through menus.
It uses the Model Context Protocol (MCP) to let tools like Claude inspect and modify tables, measures, relationships, and metadata.
Setup is simple: install the local MCP server or use the remote endpoint, connect an MCP-capable client, point it to your model, and ask the assistant to inspect or update objects.
This creates a conversational, no GUI workflow that works with Power BI Desktop and Fabric models.
Main capabilities include reading model structure, generating or updating DAX measures, making bulk updates and refactors, exporting model metadata, and running batch transaction edits to keep changes consistent.
Benefits: it speeds up repetitive tasks, enforces naming and modelling standards, and makes model work accessible to beginners while helping experienced developers move faster on large or repeatable changes.
Practical uses: create measures quickly, refactor many objects at once, audit model structure, automate translations and security rules, and prototype changes before applying them in production.
Considerations: plan for security and access controls, keep human review of AI-made changes, track versions for rollback, and confirm model type support and local vs remote server requirements before production use.

Copilot Licensing: Basic vs Premium

HubSite - Editorial — Sun, 24 May 2026 13:14:03 +0000

Microsoft expert: Copilot licensing Basic vs Premium, org size impacts access, boost productivity across Microsoft apps

Microsoft Copilot is an AI assistant across the web, Windows and Microsoft 365 apps that helps draft content, summarize meetings, analyze data and automate tasks.
Licensing layers fall into three types: Basic / free Copilot, Copilot features in eligible Microsoft 365 subscriptions, and the full Microsoft 365 Copilot paid license that ties into work data and enterprise controls.
Basic Copilot serves general web chat and drafting without deep access to company data; Premium Copilot uses your work data (email, files, chats, meetings), integrates into apps and adds admin and security controls for business use.
Microsoft now offers an SMB option called Microsoft 365 Copilot Business, built for smaller organizations and capped at up to 300 users to make premium features more accessible to small teams.
Premium benefits include in-app Copilot in Outlook, Teams, Word, Excel and PowerPoint, enterprise security and compliance, priority access and prebuilt AI agents for advanced workflows.
Purchasing and eligibility: organization size now affects licensing, Microsoft removed the old 300-seat minimum for the main Copilot license, and admins should verify plan eligibility and tenant settings before rollout.

Agent Dudecast: Dona Sarkar on Windows

HubSite - Editorial — Sun, 24 May 2026 12:14:03 +0000

AI agents and human context protocol drive reinvention and human-centric branding with Azure Copilot and Teams

Agent Dudecast EP7: This summary covers the YouTube episode featuring Dona Sarkar and highlights key ideas for editors and readers.
The notes are written by our newsroom and do not speak for the guest.
agentic AI: The episode stresses a shift from simple generative outputs to AI that plans, executes, collaborates, and self-corrects with people in the loop.
This means AI moves from drafting answers to participating directly in workflows.
workflow-level experimentation: Microsoft urges teams to test AI across full processes, not just personal tasks, to find real business value quickly.
Start small, learn from results, then expand to solve wider operational problems.
Microsoft Copilot: The Copilot ecosystem is the practical entry point—use existing copilots, add context and plugins, then build custom agents where needed.
Keep human oversight and iterate before committing to large custom projects.
data quality: Success depends on clean, well-organized data, strong governance, and security practices to ensure reliable AI outcomes.
Poor data or weak controls will reduce value and increase risk.
Human Context Protocol (HCP): The discussion highlights keeping human judgment, empathy, and personal context central as AI scales into consumer and corporate spaces.
Side hustles and continual learning also help people adapt and bring new skills to AI-driven work.

SharePoint: Intranet Branding That Works

HubSite - Editorial — Sun, 24 May 2026 06:32:04 +0000

Microsoft SharePoint expert tips: custom colour palettes, site design and branding for modern SharePoint Online intranet

SharePoint Intranet branding uses custom colour palettes and modern themes to give sites a professional, consistent look that reflects your brand across Microsoft 365.
Keep palettes focused and reusable so pages look cohesive and familiar to users.
Brand center is the centralized hub for creating and managing tenant-wide themes; it lets admins define and publish colors once for reuse across sites and Viva Connections.
Use the Brand center to keep branding consistent and simplify theme updates.
Create theme and apply theme: choose primary and accent colors, build the palette in the admin experience, publish the theme, then site owners select it under Settings → Change the look → Theme.
Publishing themes makes approved options appear automatically for site editors.
Accessible palettes and contrast testing ensure readability and support dark-mode experiences; pick color combinations that meet accessibility guidelines and test on real pages.
Accessible choices improve usability for all users and reduce rework.
Governance and templates matter: publish approved organization themes, provide site templates and layout ideas, and avoid unsupported custom code to keep branding stable and maintainable.
Governed themes reduce fragmentation and speed site provisioning.
Site navigation, logo, and templates shape user experience—place logos and navigation consistently, use clean layouts, and validate designs with user testing.
Small, repeatable design rules create a scalable intranet users enjoy.

Customer Insights - Data: Wave 1 Tips

HubSite - Editorial — Sun, 24 May 2026 01:13:58 +0000

Microsoft Customer Insights Data powers Copilot and AI agents with unified profiles and real-time activation

2026 release wave 1 overview:
Summary of Microsoft's video and release plan for Dynamics 365 Customer Insights – Data, rolling out April–September 2026.
The update positions the product as an AI-powered customer data platform (CDP) that supplies trusted customer context for business workflows.
Agents and Copilot as a priority:
Customer Insights – Data will serve as a knowledge source for copilots and autonomous agents, letting teams surface profile data directly in workflows for faster, more accurate decisions.
Core platform tasks simplified:
The system still ingests data, unifies identities, enriches profiles, and activates insights in real time to drive actions across sales, marketing, and service.
Richer customer context and signals:
The release emphasizes behavioral signals and organizational context, enabling better segmentation, personalization, and campaign optimization.
Pipeline acceleration and lifecycle activation:
Features aim to improve lead quality, speed up qualification, and increase conversions by applying unified insights across the customer journey and connecting to Customer Insights – Journeys.
Integration and business benefits:
Microsoft signals closer ties with Microsoft Fabric as a data source, while the release promises better AI grounding, faster personalized actions, and stronger pipeline outcomes.

Microsoft Intune: New Device View Tips

HubSite - Editorial — Sun, 24 May 2026 00:13:58 +0000

Microsoft Intune device view shows UI updates, confusion and decisively improved device management in Endpoint Manager

Intune Device View is a redesigned single-device details page in the Intune admin center that brings status, actions, reports, and properties into one place.
It helps admins see the full device context without jumping between pages.
How to enable: open Devices > All devices, select a device, and turn on the Preview new device view toggle.
Note: the new view appears only when you open a device from Devices > All devices.
Main tabs include Device action status, Tools and reports (formerly Overview), Properties, and Device details, with an always-visible Essentials section.
Each tab groups related tools and data so you can act faster.
The key change is a workflow redesign that puts device actions, monitoring, and settings on a single page.
This creates a clearer layout, better navigation, and more direct access to operational tools.
Benefits for admins: faster troubleshooting by reducing clicks, less context switching, and immediate visibility of requested or in-progress actions in the Device action status tab.
These improvements speed common support tasks.
Practical tips and caveats: the experience is in preview, so features and availability may change.
Use the search, sort, filter options in Device action status and edit scope tags in Properties to streamline work; if you don’t see the new view, open the device from Devices > All devices.

SharePoint and Purview: Protect Downloads

HubSite - Editorial — Sat, 23 May 2026 18:30:04 +0000

SharePoint and Purview extend permissions with Sensitivity Labels to protect downloaded files and revoke external access

Extend Permissions: Microsoft now links SharePoint library permissions with Purview sensitivity labels so protection follows a file after download.
This means library access rules can continue to control a file even when it is stored or opened outside SharePoint.
Sensitivity label at library level: Apply a label to a SharePoint document library and supported files inherit that label automatically.
Admins set the label once at the library instead of labeling each file manually, simplifying deployment at scale.
Supported file types: The feature covers common Office files and PDFs, including Word, Excel, PowerPoint, and PDF formats.
When users download these files, the files remain protected and carry enforcement tied to the source library.
Real-time rights evaluation: Opened downloads check access against the originating SharePoint permissions in real time.
If you remove a user from the library, their access to previously downloaded copies can be revoked dynamically.
Permission management benefits: The approach reduces duplicate controls and speeds up access changes by centralizing permissions in SharePoint.
This improves security against data exfiltration and makes admin tasks easier.
Limitations and best practices: Verify client and file compatibility, enable the capability in your tenant, and test with site owners before full rollout.
Combine labels with clear governance, monitoring, and user training to avoid gaps and unexpected user impact.

SharePoint: 5 Time-Saving Tips

HubSite - Editorial — Sat, 23 May 2026 13:11:58 +0000

Microsoft SharePoint tips: metadata over folders, OneDrive vs SharePoint, Teams files, search, permissions, versioning

SharePoint vs shared drive: In a YouTube video, the presenter explains that SharePoint is not a traditional shared drive but a collaborative workspace.
Think in terms of sites, libraries, and teams instead of nested folders, and you’ll use it more effectively.
Metadata beats deep folders: Tag documents with metadata like project, department, or document type instead of building long folder trees.
This improves search relevance, lets you filter and group content quickly, and scales as your library grows.
OneDrive, SharePoint and Teams files: Put personal or in-progress files in OneDrive and team or shared work in SharePoint.
Files you see in Teams are stored in SharePoint behind the scenes, so choose the right location to avoid confusion.
Search and views over clicking folders: Use the built-in search and create saved views with filters and columns instead of drilling into folders.
Views give consistent layouts for teams and make common filters one click away.
Permissions and inheritance: Keep permissions simple and use groups and site-level rights rather than breaking inheritance on many items.
Broken inheritance creates management headaches and access surprises, so limit unique permissions and test access regularly.
Version history and co-authoring: Rely on version history and real-time co-authoring to avoid duplicate “final” files.
Restore earlier versions when needed and sync libraries with OneDrive for offline edits to keep work coordinated and recoverable.

Excel: Colon Trick for Smarter Formulas

HubSite - Editorial — Sat, 23 May 2026 12:11:58 +0000

Microsoft Excel tip: use the colon range with the spill operator to build dynamic, bulletproof charts and modern formulas

Range operator (colon): The colon (:) tells Excel to include every cell between two references, for example A1:A10.
Use it in formulas, named ranges, charts, conditional formatting, and PivotTable sources to cover blocks of cells in one simple expression.
Spill operator (#) and dynamic arrays: Modern Excel returns results that "spill" into nearby cells.
Use the spill reference (the # symbol) to point at an entire spilled array without listing each cell.
Colon + Spill trick for robust charts: Combine the colon and spill operators to form a dynamic range that grows or shrinks with your data.
This creates chart series and formulas that automatically adjust when the source array changes, avoiding manual updates.
Why it helps: The trick makes dashboards and models more reliable and easier to maintain.
It works well with FILTER, UNIQUE, SORT and lookup functions so your visuals and calculations stay correct as data changes.
Limits and gotchas: The method needs a version of Excel that supports dynamic arrays; older Excel may not recognize the spill operator.
Also test carefully—some simple range methods appear to work but fail when rows or columns change.
Practical steps: Create a spill formula for your data, reference that spill with #, then use the colon to build the full range for a chart or formula; finally, confirm it updates when you add or remove data.
Optionally convert the result to a dynamic named range to simplify reuse across sheets.

SPFx: Hierarchical Quick Links Web Part

HubSite - Editorial — Sat, 23 May 2026 06:28:04 +0000

Microsoft expert guide to SPFx hierarchical Quick Links in SharePoint with no code list edits and Power Platform tips

Hierarchical Quick Links: A custom SPFx web part that shows links in a tree instead of a flat grid.
It groups related links under expandable headings so users find resources faster.
SPFx and React: Built with the SharePoint Framework and React to run in the browser and work natively on modern SharePoint pages.
This setup integrates with SharePoint lists, permissions, and page hosting.
Parent-child relationships: Links store parent IDs so items nest into multiple levels.
Site owners can organize links into logical branches like departments or projects.
Property pane authoring: Authors can add, edit, and reorder links using the web part property pane without code.
This keeps updates simple and reduces page redesign work.
Tree-view UI: The component renders collapsible nodes so users expand only the sections they need.
Developers can extend it with icons, filters, audience targeting, or search.
Benefits: Improves information architecture, reduces clutter, and makes navigation easier to maintain.
It fits portals, project hubs, policy centers, and other intranet scenarios.

Excel Copilot: Data Cleansing and Insights

HubSite - Editorial — Sat, 23 May 2026 02:26:04 +0000

Microsoft Excel Copilot for data cleansing and analytics: revamp workflows, use AI best practices, keep human judgment

Excel Copilot: AI assistant inside Excel that uses plain-language prompts to clean, transform, and analyze tables.
It speeds common tasks without deep formula knowledge and turns messy sheets into usable insights.
Agent Mode: a 2026 upgrade that performs multi-step workflows by inspecting the workbook, planning actions, cleaning data, and creating summaries or charts.
It presents proposed changes for user review before finalizing them.
Edit with Copilot: a focused cleaning experience for real data problems like capitalization, spelling variants, abbreviations, zero vs. letter O, and US date formats.
This shifts Copilot from analysis-only help to practical data preparation.
Data cleansing & normalization: handles missing values, duplicates, and standardizes formats and data types to prepare tables for reporting and visualization.
Use Copilot to reduce manual, repetitive cleanup steps.
Access & requirements: some Agent features appear for Microsoft 365 users without a separate Copilot license, while advanced tools may need a paid add-on.
Best results require files saved to OneDrive or SharePoint, AutoSave on, and data organized as tables.
Best practices: structure data in clean tables, enable AutoSave, select the table, open Copilot, and ask clear, stepwise prompts.
Always review AI suggestions and combine human judgment with Copilot outputs for reliable results.

Dynamics 365: Add Marketing to Timelines

HubSite - Editorial — Sat, 23 May 2026 01:26:04 +0000

Show Customer Insights Journeys interactions in DynamicsThreeSixtyFive timeline with custom connector, test in Sandbox

Problem & scope: Marketing interactions from Customer Insights – Journeys may not appear on custom Contact or Lead forms; out-of-the-box Dynamics 365 CE forms already show those interactions by default.
Use a connector on custom forms to surface marketing activities in the timeline.
Solution summary: Add a custom connector to the timeline component on each custom Contact or Lead form, test in a Sandbox, then deploy to Production.
This makes marketing events (emails, forms, website hits, etc.) visible alongside other CRM activity.
Quick steps: Open your solution, add the Contact/Lead table and the custom form, select the Timeline component, open Properties → Advanced → Custom Connectors → Add connector, enter the connector details, then Save and Publish the form.
Always verify results in Sandbox before applying changes in Production.
Connector details: Constructor: msdynmkt_DynamicsMktTimelineInteractionAnalytics.TimelineInteractionAnalyticsResource
Resource path: msdynmkt_DynamicsMktTimelineInteractionAnalytics
Enter these exact values when adding the new connector so the timeline can load marketing interactions.
Permissions & required tables: Users need read permission on marketing tables to view interactions; common tables include msdyncrm_marketingemail, msevtmgt_event, msdyncrm_marketingform, msdynmkt_marketingform, msdyncrm_website, msdynmkt_email, msdynmkt_pushnotification, and msdynmkt_sms.
CustomerID backstamping may be required for Data Profile interactions to appear on the timeline.
Benefits & best practices: Unified visibility helps sales, service, and marketing act with context and reduces silos.
Test changes in Sandbox, confirm permissions, then publish to Production to avoid user disruption.

Copilot in SharePoint: Quick Start Guide

HubSite - Editorial — Sat, 23 May 2026 00:26:04 +0000

Copilot in SharePoint uses natural language to build content, reusable Skills and instant dashboards with Power Platform

Copilot in SharePoint helps users create, edit, and manage SharePoint content using conversational prompts rather than manual design steps.
It turns SharePoint into a content-aware workspace so teams can move faster and collaborate more easily.
AI page creation lets you describe a page, attach reference files, and receive a draft you can review, edit, and publish.
This reduces the blank-page problem and can convert documents or slides into SharePoint pages quickly.
Smart sections provide modular, AI-generated page parts you can add or refine one at a time.
They make it simple for non-designers to build pages incrementally and keep layouts consistent.
SharePoint Skills let teams save and reuse automation and content patterns directly in a site.
Site owners can manage and evolve Skills so the same expertise works across pages and projects.
Dynamic HTML dashboards transform SharePoint list data into interactive dashboards instantly, making insights visible without manual coding.
This speeds reporting and helps teams act on data faster.
Permission-aware access uses Microsoft Graph and tenant controls so Copilot only reads content users are allowed to see.
Admins can apply governance and compliance settings to limit sources and protect sensitive information.

Lakehouse vs Data Warehouse: Use Both

HubSite - Editorial — Fri, 22 May 2026 23:26:04 +0000

Microsoft expert: Move beyond Lakehouse vs Warehouse vs Eventhouse to design data systems in Microsoft Fabric with Power BI

Right question: Stop asking whether to pick a Lakehouse, Warehouse, or Eventhouse. Choose based on the data system you need, not on a single tool.
Design your platform around purpose and workload, then map services to that design.
Three data system patterns: Flexible systems handle raw or evolving data and heavy transformations; Structured analytical systems serve modeled, governed, query-optimized reporting; Event-driven systems support time-based, append-only, real-time scenarios.
Match each pattern to the right Fabric components and practices.
Implementations, not choices: In Microsoft Fabric, a Lakehouse, Warehouse, or Eventhouse are implementations of architectural patterns.
Start with architecture, ownership, and data flows before selecting which Fabric service to use.
Medallion architecture: The medallion (bronze/silver/gold) approach helps organize stages of data, but layering is a design choice, not a strict requirement.
Use layers where they add governance, clarity, or operational benefits.
SQL analytics endpoint: Fabric gives Lakehouses a built-in SQL analytics endpoint, reducing the gap with Warehouses and improving interoperability.
This makes Lakehouse data easier to query from BI tools without forcing a separate warehouse.
Practical guidance: Pick tools based on workload, team skills, and ownership.
Use Lakehouse for flexible ingestion, notebooks, and ML; use Warehouse for SQL-first reporting and multi-table transactions; focus on system design and clear ownership across the stack.