Photo credit: Copilot July 2026 is a dense Copilot, Purview, SharePoint, and Planner month, with strong movement toward agentic automation, mobile data protection, and cross‑M365 consistency. I also viewed the Message Center. This adds Teams meeting production controls, Planner Agent chat availability, and Copilot Pages enhancements. Table of Contents TLDRCopilot & AI ExperiencesSales Agent EnhancementsCopilot … Continue reading Microsoft 365 Roadmap Updates August 2026
Category: Planner
Microsoft 365 Roadmap Updates July 2026
Photo credit: Copilot These monthly updates are coming at us with haste! Be sure to follow here so you don't miss out. For today, let's take a gander at July’s Microsoft 365 roadmap. While previous months focused heavily on Copilot and SharePoint modernization, July shifts attention toward data security automation, Teams meeting intelligence, OneDrive/SharePoint UX … Continue reading Microsoft 365 Roadmap Updates July 2026
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) June is a Copilot + governance-heavy release with clear movement toward agent-driven workflows and stronger compliance controls. Copilot is becoming more context-aware (meetings, SharePoint lists, vision inputs) Microsoft is investing heavily in agent extensibility (Work IQ + MCP) Purview … Continue reading Microsoft 365 Roadmap Updates June 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
Gantt Chart Options in M365
In this discussion, we explore three options for creating Gantt charts in Microsoft 365: Microsoft Project, which is the premium but costly choice; SharePoint, offering a free, basic solution; and Power Apps, a customizable middle ground. Each option has unique strengths and limitations tailored to different user needs.
M365 KANBAN Supremacy and improving communication at scale
I Have a treat for you. That is, within most M365 standard license models we have a great set of options for creating a simple KANBAN board. If you‘re unfamiliar with this funny sounding term, or its benefits, we've got you covered! At a high-level, we will talk briefly about the KANBAN approach to manage tasks/day-to-day operations.
Podcast Episode #5 SharePoint Sync vs One Drive shortcut, plus Microsoft Planner is evolving
In today’s episode we going to talk about a new Segment introduction, and that is the Microsoft Message Center News that stuck out to me. Specifically, we are going to talk about App name change for Microsoft Project for the web, and the Planner app convergence. We talk about the SharePoint Sync vs OneDrive Shortcut button.And then we close with the tip of the day.
Podcast Episode #3 The State of Tasks in Microsoft 365
https://open.spotify.com/episode/5catH72Kbk0Fo2oBEh5XIz?si=bd0ac8733cbf4b86 Show Notes Text Write up on app with screenshots – https://levelupm365.com/2022/07/26/the-state-of-tasks-in-microsoft-365/ AI Generated Transcript – https://levelupm365.com/portfolio/episode-3-ai-generated-transcripts/ Itunes – https://podcasts.apple.com/us/podcast/level-up-m365/id1718776415 Spotify – https://podcasters.spotify.com/pod/show/levelupm365/ If this post was helpful, please share it as a token of your appreciation and consider subscribing to be notified of new posts!
The State of Tasks in Microsoft 365
Here is a shortcut link to this photo Context The state of task management in Microsoft 365 is all over the place. Its not that there is no solid solution. The problem is the opposite! There are LOTS of great task management apps. As a result, most folks end up with tasks scattered everywhere. Notifications … Continue reading The State of Tasks in Microsoft 365
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