Photo credit: Gemini Between personal productivity and the nonstop demands of a modern Microsoft 365 environment, no one has time to dig through emails, task boards, and documentation just to understand what’s going on. That’s why Copilot Notebooks have become more than a tool for me. I coined the term our team Notebook has become … Continue reading Create a second brain with Copilot Notebooks
Category: Microsoft
Hot off the press | Announcing the new Copilot Work IQ APIs
Microsoft just announced general availability of the new Work IQ APIs on June 16, 2026 (link below) a major shift in how agents will interact with Microsoft 365. Below is a plain english edit of what was released and how it potentially benefits us. Work IQ is the intelligence layer behind Copilot, continuously mapping how … Continue reading Hot off the press | Announcing the new Copilot Work IQ APIs
Microsoft 365 Roadmap Updates June 2026
What’s shipping, what’s changing, and what admins should prepare for. Photo credit: Copilot TL;DR (Executive Summary)Why This Month MattersCopilot / AI ExperiencesSharePoint List Support in Agent BuilderTeams Meetings in Copilot NotebooksVision in Microsoft 365 CopilotChat History Filtering by ExperienceDynamic Tool Discovery for AgentsCopilot Studio / Agent PlatformWork IQ — Unified REST EndpointRemote MCP Server SupportDeclarative … Continue reading Microsoft 365 Roadmap Updates June 2026
Microsoft 365 Roadmap Updates May 2026
What’s shipping, what’s changing, and what admins need to prepare for. Photo credit: Copilot May brings one of the most security‑heavy roadmap drops of the year, with Microsoft Purview delivering major advances across DSPM, Insider Risk, DLP, and Data Security Investigations. SharePoint continues its AI acceleration with authoritative sites, AI‑generated workflows, and new Power Automate … Continue reading Microsoft 365 Roadmap Updates May 2026
Podcast #20 Fireside Chat Too Much Governance Can Stiffen Innovation
https://open.spotify.com/episode/6AgfbcsLNZkaQtrTk42jIk?si=GhIsgJD5Se-QHFjtL7PB8g Episode 20 – Transcription Timeline 00:03 — Opening Thesis Core statement: “Governance should come after innovation.” Sets the theme: guardrails slow creativity. 00:07 — Welcome & Context Host introduces the episode: “Hi all, welcome to another fireside chat.” Notes this is Episode 20 and the second consecutive release. 00:14 — Serendipitous Timing Mentions the … Continue reading Podcast #20 Fireside Chat Too Much Governance Can Stiffen Innovation
Podcast #19 Fireside Chat mitigate risk with software development
Photo credit: Gemini https://open.spotify.com/episode/0OdWcb7osK0BEsJ36Eqb3X?si=xQUwejDcSWaM_S1H2oFxhw Show Notes with Timestamps 00:03 — Welcome & Episode Setup Joe opens Episode 19 of the Level Up M365 Podcast. This episode is a fireside chat focused on a broader philosophy rather than strictly Microsoft 365. 00:12 — Episode Theme: Mitigating Software Development Risk Introduction of the central topic: how to … Continue reading Podcast #19 Fireside Chat mitigate risk with software development
Microsoft 365 Roadmap Updates April 2026
Photo credit: Copilot IntroCopilot: Researcher Evolves, Notebooks Expand, and Image Models Go MultimodalResearcher: Multi‑Model IntelligenceCopilot Notebooks → Excel, Word, PowerPointCreative ToolsSharePoint: AI‑Assisted Page CreationTeams: Interoperability, Mobility, and Intelligent CommunicationsCross‑Platform & Device EnhancementsCalling & Customer EngagementMeetings & SchedulingInteroperabilityPurview: DSPM, DLP, IRM, and Information Protection Expand AgainData Loss Prevention (DLP)Data Security Investigations (DSI)Information ProtectionData Lifecycle ManagementInsider Risk … Continue reading Microsoft 365 Roadmap Updates April 2026
Microsoft 365 Roadmap Updates March 2026
Photo credit: Gemini Table of Contents Intro Copilot: Deeper Integration, Better Grounding, and New Agent CapabilitiesSearch & Discovery EnhancementsAgent Mode in PowerPoint: A Massive ExpansionCopilot Tuning & ExtensibilityCopilot in OneDriveOther Notable Copilot UpdatesTeams: Rooms, Meetings, Calling, and Collaboration UpgradesTeams Rooms & DevicesMeetings & CollaborationChat & ChannelsEvents & SchedulingSharePoint & OneDrive: Modernization and GovernanceSharePointOneDriveSharing & AccessOutlook: … Continue reading Microsoft 365 Roadmap Updates March 2026
Podcast #18 Project for the Web Retirement and Project Management Options in M365
Photo credit: Gemini https://open.spotify.com/episode/4F2bdupDJLCvWnpMrC5SUU?si=e0f98ddc72ca4132 Timestamped Summary of Episode 18 Transcript 00:00–00:03 — Episode Intro Announces Episode 18 of the Level Up M365 Podcast. Topic focus: Project for the Web retirement, updates to Microsoft Planner, and general M365 project management direction. 00:03–00:12 — Show Introduction Host: Joe Cole. Audience: M365 admins, pros, and business users. Purpose: … Continue reading Podcast #18 Project for the Web Retirement and Project Management Options in M365
Project for the Web vs. Planner P1: What Microsoft’s Retirement Announcement Really Means
Photo credit: Gemini Microsoft’s recent announcements around the retirement of Project for the Web have created a wave of confusion for Microsoft 365 admins. The biggest question I keep hearing is simple: “Is Project for the Web the same thing as Planner Premium?” The short answer is no, but Microsoft’s new unified Planner experience makes … Continue reading Project for the Web vs. Planner P1: What Microsoft’s Retirement Announcement Really Means
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