Sharing your Copilot notebooks - Is being rolled out

Microsoft is rolling a new update to Copilot Notebooks that make collaboration even easier: the ability to share Copilot Notebooks with your colleagues.  Personally, I like Notebooks because they feel almost like small, personal agents I don’t have to configure. They give me a safe space to collect notes and documents and then work on them over time. With this update, that personal space can become a shared space for a selected group of  colleagues, without compromising security or permissions. I think it is also important to note that your chat and chat history within the Notebook stays private. The web rollout began in late October and will finish by December, while mobile access starts in early November and are related to the Microsoft 365 Roadmap ( ID 506851 )  You can also read more about the Copilot Notebooks experience on the Microsoft website here . If you like this update and want to stay informed about similar improvements, feel free to follow me on LinkedIn!

Smarter AI Workflows in Microsoft 365 Copilot has been announced on the roadmap: Tools, Source Control, and Agents

Tool Selection in Copilot Chat: Making AI Features More Discoverable

One of the most helpful updates in my opinion, is the introduction of the new “Tools” button in Copilot Chat. Users will soon see this button directly in the chat prompt box, offering quick access to a curated set of Copilot features such as Researcher, Analyst, Pages, and image generation. 

This will hopefully help users with an easier path to the different tools at their disposal. The feature is turned on by default, with no admin configuration required. This feature is associated with Roadmap ID 497298, and is expected to roll out in the last weeks of August.

Source Control in Copilot Chat: Scoped Responses for Greater Relevance

Another user-friendly enhancement coming up, is the ability to scope Copilot Chat responses to specific content sources. This feature will allow users to define exactly which documents, folders, or repositories Copilot should reference when generating responses. It’s a subtle but powerful shift that gives users more control over the relevance and accuracy of the AI’s output.

This update addresses a common concern I’ve heard from many of my customers: "How can we trust the source of the information we are receiving". Users often wonder where Copilot is pulling its information from and whether it’s relevant to their current project. By allowing users to narrow the scope of Copilot’s reasoning, Microsoft is helping reduce noise and increase precision two things that are essential for building confidence in AI-assisted workflows. 

This feature is associated with Roadmap ID 496596, and will also be enabled by default and doesn’t require any admin setup, though helpdesk teams should be prepared to support users who may have questions. It’s also a good idea for organizations to update internal documentation and training materials to reflect this new capability.

Source Control in Agents: Researcher Gets Granular

Microsoft is not only introducing Source Control in Chat, they are also introducing Source Controls for the Researcher Agent. This enhancement allows users to specify exactly where the Researcher Agent should look when generating insights. Previously, the agent had broad access to both internal and external sources, which could sometimes lead to overly general or irrelevant results. With this update, users will be able to choose between Web content, internal organizational data, standard Microsoft Graph entities like emails and files, and soon external data sources via connectors.

The feature will respect any existing policies, and will roll out automatically to users. It looks like we have to wait a little longer for this update, as it is currently scheduled to be released in the September timeframe.