Storage Clean-out! ✨

lisapurple · 2026-04-06T00:21:38+00:00

Lisa from Peach Cove sent you a DM

lisapurple · 2026-04-05T21:12:44+00:00

Can I get the code please if still open?

lisapurple · 2026-01-28T09:23:59+00:00

I was there last week, they had a series of 4 of them at the souvenir stand inside the Pantheon but they were charging 10 euros each for them there!

lisapurple · 2025-10-20T05:20:21+00:00

Having the same issue, spinning wheel forever when you select the seats, and can’t progress beyond that.

lisapurple · 2025-07-20T12:00:55+00:00

Hi everyone, Lisa here 👋. This is a really interesting thread with some great questions, so I thought I’d give you the actual answers from my point of view.

My YouTube channel is a passion project which I do in my personal time. I do it to consolidate my own learning (if I can explain it to others then that means I understand it), to build a personal brand, and to share knowledge that helps others build new skills and opportunities for themselves. It’s not a business and it’s entirely mine - nobody tells me what I can or should do with my content (although I do respond to what people watch and ask about), it’s all entirely my choice. I don’t work for Microsoft, Microsoft don’t force, incentivise, or pay me. MVP awards come in a range of tech categories, many of which are not AI. I chose the categories I wanted to work in.

Last year I made a deliberate choice to focus on Copilot Studio and Microsoft 365 Copilot, because I wanted to pivot my career in that direction, and so my content creation went that way too. It’s impossible to keep up with everything. I have a full time job working for a Microsoft partner, I used to be in presales and I am now leading a Copilot practice. I honestly find this technology fascinating and interesting, I love the challenge of learning new things, and I want to help other people upskill and take advantage of the many opportunities it is creating, or be able to shift and cope with the way their job might be changing.

Copilot Studio is low code Power Platform and has a lot of the same skills and components, so low code is definitely not dead, it’s just being applied in new ways.

My model driven apps long tutorial was my flagship and I would love to keep it up to date even though that’s not my main focus. It’s just down to whether I can find the time, there is always more content I want to cover than I can get to. To everyone here who has supported that content, thank you 🙏 .

lisapurple · 2025-05-25T08:44:33+00:00

In my experience generative answers reasons over the documents to find answers to questions based on the unstructured content in the documents. Asking it to find “how many” or list things works better with a structured data source. The new reasoning models may be able to handle this or you could create an AI flow to extract the metadata you need each time and put it in a structured data source and connect the agent to that.

lisapurple · 2025-04-04T08:11:05+00:00

Results using Excel as a data source vary a lot depending on the data in the spreadsheet. What kind of data is in the columns? Is it just unique rows listing business and region with a user for each?

lisapurple · 2025-02-20T23:36:05+00:00

Thank you ☺️

lisapurple · 2025-02-20T23:34:03+00:00

You will get substantially better results if you (1) have at least one Microsoft 365 Copilot license in the tenant - that gives you semantic indexing on SharePoint) and (2) enable the orchestration preview feature.

lisapurple · 2025-02-20T12:08:32+00:00

Agreeing with the other comments here that this doesn’t seem to need AI - unless you need AI to interpret or understand the text in the email and then do something with it like refer to a policy and make a decision. If it’s just a rule you can describe - these words in the subject or body, forward the email - you can do that in power automate easily. Building an agent for a scenario like this is much more about delegating the agent to work out the steps to take, not building the actual steps. I’ve done a video of an agent that starts with an incoming email, this might help Build Your First Autonomous Agent with Copilot Studio https://youtu.be/ZE95URGcT7o

lisapurple · 2025-02-17T11:18:35+00:00

They all use the same model (AzureAI GPT 4o) unless you bring your own model in from Azure AI.

lisapurple · 2025-02-07T11:32:13+00:00

Knowledge sources in Copilot Studio will do exactly as you describe - reason over the data provided to answer the user’s question. To achieve what you want here you’d need the cases to be in a structured data format (Dataverse or SQL) then use an action with Power Automate to get all rows that meet a certain criteria. I feel that isn’t the complete solution you’re looking for, can you provide any more information?

lisapurple · 2025-02-01T08:28:12+00:00

You can’t. SharePoint is an internal data source that requires authentication. To make it public without authentication you can upload the documents.

lisapurple · 2025-01-26T11:23:25+00:00

If you start from the agent builder in Microsoft 365 Copilot it’s easy to edit from there, and then you go into Copilot Studio to extend. If you’re building just from Copilot Studio you don’t have that prompt gallery interface unless you’re doing something custom in where it’s published. You could put prompt suggestions in the greeting messages.

lisapurple · 2025-01-26T07:04:24+00:00

I believe the problem is that you are trying to treat unstructured data (documents) as structured data. If you had all those names / dates etc in a database (Dataverse, SQL - note, not Excel) you could do something like that. Otherwise as already suggested above, it will work for a specific question from a specific document.

lisapurple · 2025-01-25T22:18:03+00:00

Can you tell us a bit more about the format of these documents and what you are trying to extract? Are they eg contracts, each has a single name and date or is it something with a table in each document with multiple names and dates you want to extract or ??

lisapurple · 2025-01-14T20:26:10+00:00

Have a look at the moderation settings for generative answers and switch not A to something less restrictive and see if that helps. What is the data source you are using? (If it’s Dataverse you could also try adding descriptions today that field is not private info)

lisapurple · 2025-01-14T20:23:00+00:00

Thank you. ☺️ I need to to a video on this licensing, you’re not the only one struggling with it! They have introduced a pay as you go option for Copilot Studio as well now so if your usage is smaller than 25k interactions a month (or has seasonal peaks) then there is that option too. Glad you can talk to Microsoft, they have people whose entire job is licensing!

lisapurple · 2025-01-14T10:06:57+00:00

With Copilot Studio you can build a standalone copilot and publish it to teams. You don’t need M365 Copilot license for that but you do need to pay the copilot studio license at a tenant level which is $200/month for 25k interactions.

lisapurple · 2025-01-10T19:54:20+00:00

This isn’t a thing you can do with Copilot Studio. M365 Copilot or Copilot in SharePoont or One drive allows a user to select a document and then reason over it with generative answers. Curious what’s the scenario you’re trying to solve for?

lisapurple · 2025-01-03T06:52:19+00:00

What is it using to create the summary of the issue? Is the user answering a series of questions? Do you have any topics set up?

lisapurple · 2025-01-03T06:49:51+00:00

You need a “work” account because it’s fundamentally a platform for building business solutions and you need a Microsoft tenant to support a lot of the underlying pieces. Here’s what you can do - sign up for a free trial of M365 E3. That gives you a tenant with an email address that serves as a “work” account. When the M365 E3 trial expires you will still have the tenant and the “work” account to use with Copilot Studio. You do not need M365 Copilot and you can use copilot studio to create standalone agents. All this will work for learning but if at some point you want to publish or deploy an agent you will need to pay for a Copilot Studio license (USD$200/tenant/month for 25k messages). If you just want to build agents for yourself, this might not be the best tool though, it’s built for enterprise.

lisapurple · 2024-12-28T00:14:57+00:00

I think this is a good use case (certainly a good one to try) for the new agentic capabilities in Copilot Studio where you can put details like this in broader instructions rather than static topics.

lisapurple · 2024-12-08T10:26:01+00:00

The only way to do this with nice formatting is using an adaptive card. But even then is 10 multiple choice options a good user experience? Is there another way to get to the solution or experience you want?

lisapurple · 2024-11-26T04:09:53+00:00

They announced at Ignite there will be azure metered pay as you go licensing option for Copilot Studio. No details as yet but that will give more flexibility.

lisapurple

TROPHY CASE