Has anybody here used copilot, one note, & power automate extensively?
Posted by longsnapper on June 16, 2025, 9:38:46
Looking for good resources to get up to speed enough to get work projects organized, team members integrated, and remove as much administrative BS as possible.Lots of puns, no real answers
I’d consider Loop instead of One Note. It doesn’t seem to be a fully formed product yet but MS has been pushing it, recently integrating it with Copilot & Teams.
Copilot Chat is pretty much available to anyone. You can use it through Teams or your browser at chat.copilot.com. That will cover a lot of the ChatGPT type use cases.
If you’re looking at Copilot for M365 that’s integrated with the Teams app, Word, PP etc. then here’s a couple things you should probably know: - It expects your documents to be in your M365 tenant (Teams, SharePoint, OneDrive). - it will only have access to the things that each individual has access to. The thing is, if your users have access to things they shouldn’t, then it makes it easy for them to find those things.
So basically have a well structured, well organized, widely adopted, and secure SharePoint environment will really allow you to unlock Copilot features and minimize associated risks. The file access thing is a big reason why a lot of orgs have been slow to adopt.
As far as the Power Platform, there’s a lot of hidden extra costs. You can only access certain things with certain levels of licenses, plus there’s a lot of extra premium connectors out there. So you kinda have to know the limits and how to work with what you’ve got. I’ve found there’s a lot of experimentation and trial & error involved. Finding good documentation and help can be challenging. For some basics on getting started:
One of the things we do before we sell something is have the customer and sales fill out a DIW, or Does It Work. It's there to ensure what we're integrating with will work based on the versions of the dependencies.
I wanted to build a form using MS Forms that the sales team would fill out with the information they had... and by filling out that form, it would trigger a new form to be sent to the customer so they could fill out the data they had. It used to be thing thing where the sales person would have to coordinate with the customer to do it all at once, so I wante it to be the sales person giving me their info, and then the customer doing it at their leisure.
I knew what I wanted to do, but I found I'd get like 90% of the way there, only to find some fatal flaw in the way the software worked that I had to start over. To me it always felt that those tools are just good enough to let someone like me think I could do it, only to find out you need someone who this is all they do for a living to make it do what I really want it to do.
Looking for good resources to get up to speed enough to get work projects organized, team members integrated, and remove as much administrative BS as possible.
Looking for good resources to get up to speed enough to get work projects organized, team members integrated, and remove as much administrative BS as possible.
on June 16, 2025, 9:38:46
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