In today’s business environment, streamlined workflows and reduced manual tasks are essential. Microsoft AI Builder brings the power of advanced automation to routine processes like email handling, document processing, and image management, helping businesses run smarter and more efficiently. With new capabilities, including multi-modal content processing, structured JSON outputs, flexible model selection, Dataverse grounding, and an extensive prompt library, AI Builder elevates agents, apps and automation to the next level of business impact.
Next generation document and image processing with GPT
One of the most game-changing updates in AI Builder is the new multi-modal content processing capability, which allows businesses to handle various data types —including text, document, and images—within a single natural language instruction. This integration greatly simplifies the process of crafting AI actions for intelligent document processing. Unlike traditional machine learning models that require extensive training and expertise, AI Builder’s multi-modal processing can be set up using natural language, and without training data.
Structured JSON outputs now generally available
With AI Builder’s new structured JSON output feature, businesses gain a more deterministic and reliable way to handle generated content. Unlike traditional outputs that might vary in format and structure, JSON outputs are now generated with a consistent predefined schema that you define at design time, ensuring that every result aligns precisely with expected data formats. This determinism in content generation means your automated workflows will produce predictable, structured data every time, and those results will be readily integrated as variables in your Power Automate workflow for downstream processing. This feature is especially beneficial when integrating AI Builder outputs into other systems, as it reduces the need for additional data cleaning or transformation. Whether feeding data into a CRM, database, or custom application, you can ensure that data is generated in a structured and predictable way.
Dataverse grounding is now generally available
The new Dataverse grounding capability empowers Generative AI models with up-to-date, contextually relevant information from your organization’s own data. By employing Retrieval-Augmented Generation (RAG), AI Builder integrates directly with Dataverse to pull in real-time, business-specific knowledge, giving models a deeper understanding of your unique context.
This RAG-enhanced approach allows AI models to dynamically retrieve and incorporate relevant data from Dataverse during processing, enabling Q&A scenarios with accurate responses that are also highly contextualized to your organization. For instance, models can instantly access customer histories, product information, and up-to-the-minute operational data, enriching outputs with knowledge directly grounded in your business reality.
As part of this feature becoming generally available, the capability has been enhanced to support multiple tables, including tables with large amounts of data records.
Model selection: GPT-4o and GPT-4o Mini
AI Builder offers flexibility in model selection, allowing users to choose between the powerful GPT-4o and the cost-effective GPT-4o Mini. This adaptability enables customization based on specific project requirements and resource considerations.
Prompt library
The prompt library feature provides a collection of pre-designed prompts, serving as templates to expedite the creation of AI models. This resource accelerates development and ensures best practices are followed in prompt engineering. Users can modify templates to suit specific needs, adjusting language, tone, and detail to match organizational standards and requirements. The templates cover key areas like document extraction, data transformation, and content generation, making it easy for users to find the right starting point for their intelligent automation goals.
Use cases to get started
With AI Builder, you don’t need to be a coding expert to leverage the power of AI in your daily operations. By creating prompts that can extract information from documents, classify emails, and even analyze images, you can empower your team to work smarter, not harder. AI Builder works hand-in-hand with other Power Platform tools like Power Automate, Copilot Studio and Power Apps, enabling users to create intelligent workflows and applications that are customized to meet the needs of any business.
For example, let’s say your team frequently processes customer inquiries. Using AI Builder and Power Automate, you can design a workflow that analyzes the content of incoming emails, categorizes them by urgency or topic, and even suggests responses. This not only saves time but also keeps communication consistent and efficient. By setting up this automated flow, businesses can stay on top of customer interactions and ensure timely responses.
Are you ready to bring AI to your organization?
The AI Builder Documentation provides a comprehensive guide on setting up AI Builder, configuring models, and integrating it with tools like Power Automate and Power Apps. For step-by-step tutorials, the Microsoft Learn AI Builder Learning Path is an excellent place to start. It covers everything from foundational concepts to advanced use cases, helping users of all levels become proficient in leveraging AI Builder to automate and optimize workflows.
The latest AI experiences in Power Automate are redefining the boundaries of what is possible in enterprise automation—transforming how we optimize and manage business processes to achieve more. Developers can now create advanced automation faster, business analysts can quickly extract, analyze, and optimize critical processes, and IT administrators can seamlessly manage and govern automation at scale. Copilot in Power Automate makes it faster to build solutions that save valuable time and reduce costs, thereby achieving business outcomes. Step into the future with the Power Automate advanced, enterprise-grade intelligent automation solutions.
Build advanced, reliable automations faster with AI
Developers are key to business process innovation. In Power Automate, it is now possible to build automations that utilize AI within cloud flows using generative actions, easily use natural language to create expressions for flows with Copilot for expressions, and incorporate document processing into workflows with next-generation document processing. These features enhance developers’ ability to deliver solutions efficiently and effectively.
Introducing next-generation document processing with GPT
Efficient document management is vital for smooth operations and timely decisions, but traditional AI models require lengthy training and frequent updates. With GPT-4-powered document processing, now available in public preview, you can use natural language to extract and process unstructured data from documents like invoices, medical results, or emails. This next-gen tool handles multi-modal content, automating email, document, and image processing for improved productivity. For makers who want to blend in pro-code or gain greater control, we’ve added the ability to structure outputs using JavaScript Object Notation (JSON) directly inline. Makers can combine multi-modal content with enterprise knowledge from Microsoft Dataverse in their prompts. This feature enables makers to quickly deploy document and image processing directly into existing workflows using natural language instructions.
Transform your automation processes with generative actions
Generative actions allow you to add AI-powered steps to your cloud flows, letting AI reason over enterprise guardrails provided in unstructured content format such as documents and PDFs, and decide the best course of action for complex tasks. For example, with generative actions you can automate conditional approvals based on the content of incoming emails and company policies. This feature, currently in the Early Access Program, is coming soon to public preview, when you will be able to create, edit, test, and run generative actions all from within the cloud flow designer.
Create and edit expressions faster with Copilot
Copilot for expressions, now in public preview, is designed to assist developers and makers in creating or editing complex expressions using natural language. By simply describing what you want to build and referencing the dynamic data in the flow, Copilot translates your prompts into specific expressions in your Power Automate flow, speeding up development and reducing manual coding time.
Monitor and manage at scale with new automation center
Automation center, now generally available, is a central hub for efficient monitoring and troubleshooting experiences for automation processes across Power Automate at scale. The automation center provides comprehensive visualizations that enable you to monitor the health of your automations, quickly detect issues or trends, and troubleshoot problems more efficiently.
Whether you’re a developer, operator, Center of Excellence team member, or business analyst, the automation center provides a centralized view of all automation activities. Now generally available, it features a user-friendly interface with dashboards that show recommendations, the health status of work queues, and desktop flow activity. Additionally, new views for execution logs, performance metrics, and integrated agents are now available in public preview.
To learn more and to get started, read our Automation center documentation.
Improve robotic process automation (RPA) reliability using repair with Copilot
Repair with Copilot, now in public preview, simplifies resolving user interface (UI) control issues in both attended and unattended RPA with Power Automate for desktop. By proactively providing solutions to common automation issues, such as notifying the right person in the automation center, repair with Copilot reduces downtime for RPA scenarios.
Example of using repair with Copilot for unattended RPA:
Example of using repair with Copilot for attended RPA:
Start your journey into a new era of automation and AI
Are you ready to bring your organization into the future with the latest AI capabilities in Power Automate? Get started with a free trial or compare plans, join our sessions below at Microsoft Ignite 2024, and read about other exciting announcements for Microsoft Power Platform.
Power Automate
Find the right low-code automation plan for your business.
Empowering Seamless Collaboration for Modern Workforces
We are thrilled to announce the general availability of the Microsoft 365 Document Collaboration Partner Program (MDCPP). This new program allows eligible independent software vendors (ISVs) who provide cloud communication and collaboration platforms the opportunity to offer customers a collaboration experience inside and outside meetings. ISVs who join the program can enable customers on their platform to view, collaborate, and coauthor documents within Microsoft apps. We’re excited to expand this experience available in Microsoft Teams to new platforms.
Enable Live Microsoft 365 Document Collaboration
The Microsoft 365 Document Collaboration Partner Program allows eligible ISVs to include collaborative Microsoft 365 app experiences in their preferred communication and collaboration platform. And we’re bring the same quality customers expect from Microsoft for accessibility, security, and privacy. The Microsoft 365 Document Collaboration Partner Program includes:
Web app option for real-time co-authoring
Now eligible ISVs can provide simultaneous collaboration and editing of documents integrated into their platform. This includes the ability to integrate Word, Excel, and PowerPoint documents from SharePoint and OneDrive for Business. Available today.
An image of a Word document that multiple users can collaborate on
Live app option in meetings
Soon, customers will be able to experience interactive and engaging experiences with PowerPoint Live and Excel Live in their preferred meeting solution. With PowerPoint Live and Excel Live, meeting participants can interact and collaborate with documents in real time, including editing and exploring documents directly in the meeting window. Presenters can also see rich presenter view, speaker notes, and other available presentation tools. Coming soon.
An image of PowerPoint Live showing a slide with speaker notes in a Teams meeting.
Partnering for Success with Zoom
We have collaborated with Zoom to leverage their expertise in communication and collaboration in the development of MDCPP.
“We continue the work with Microsoft as announced earlier this year to bring this to market for Zoom Workplace customers,” said Brendan Ittelson, chief ecosystem officer, Zoom.
Getting Started
We invite all eligible ISVs to take advantage of the Microsoft 365 Document Collaboration Partner Program and transform their document collaboration process. To get started, visit our website for more information and resources.
Am a keen follower of Microsoft's SharePoint Blog and proud to provide this direct from the Microsoft Tech Community:
The “Create and share Copilot agents in SharePoint in a few clicks” is our latest ‘Meet the Makers’ webinar is just around the corner. This is a great opportunity to learn more from our primary product maker lead, CJ Tan. Karuana Gatimu interviews CJ to uncover more about what agents are within SharePoint, how they work, how you can use them within your SharePoint sites, how you can govern them (hint: “they’re a file in SharePoint”), and beyond (hint: Teams).
NOW ON DEMAND | Originally aired: Wednesday, October 16th, 2024, 8am PDT.
In fact, you can watch it right here (embedded below), directly in YouTube (set an alert), or from its dedicated event page within the Tech Community (you can login, RSVP, and add it to your calendar). Plus, check out the new *Microsoft 365 Copilot agents in SharePoint* adoption hub: https://aka.ms/SharePoint/agents.
Am a keen follower of Microsoft's SharePoint Blog and proud to provide this direct from the Microsoft Tech Community:
The “Create and share Copilot agents in SharePoint in a few clicks” is our latest ‘Meet the Makers’ webinar is just around the corner. This is a great opportunity to learn more from our primary product maker lead, CJ Tan. Karuana Gatimu interviews CJ to uncover more about what agents are within SharePoint, how they work, how you can use them within your SharePoint sites, how you can govern them (hint: “they’re a file in SharePoint”), and beyond (hint: Teams).
Tune in | Wednesday, October 16th, 2024, 8:00 AM – 8:30 AM PDT.
In fact, you can watch it right here (embedded below), directly in YouTube (set an alert), or from its dedicated event page within the Tech Community (you can login, RSVP, and add it to your calendar).
Traditionally, attended automation takes over users’ mouse, keyboard, and screen, halting their current activity. Picture-in-Picture in Power Automate for desktop lets you run attended desktop flows within a virtual window that mirrors your desktop. It allows multitasking, improves user experience, and increases productivity.
You no longer need to wait for the flow to finish before continuing your work!
To execute in picture-in-picture mode from the Power Automate console, select your flow, open the command bar, and click on Run in picture-in-picture.
Alternatively, enable the Run in picture-in-picture flow property to ensure your flow always operates in this mode when initiated locally via the console or its Run URL.
Initiate a desktop flow from a cloud flow using picture-in-picture mode. Use the Run a flow built with Power Automate for desktop cloud action, set Run Mode to Attended, and in the Advanced parameters, choose Attended Mode as Picture-in-picture.
To troubleshoot a desktop flow with picture-in-picture, enable this option in the designer and run your tests. This helps confirm the flow will work seamlessly in production.
To supervise the flow executions in picture-in-picture mode, navigate to desktop flow runs in the portal and apply a filter by run mode.
UPDATE | All parts of the Loop Learning Series have aired and are now available to watch on demand, playable below in this blog post.
Are you ready to learn more about Microsoft Loop? We have five upcoming Loop events for you – numerous opportunities to see Microsoft Loop in action, to learn about upcoming roadmap items and Copilot/AI innovations, ask questions, get time-saving tips and tricks, and provide direct feedback to the Loop product team.
Microsoft Loop – Five-part learning series: https://aka.ms/LoopLearningSeries.
We’re all eyes and ears each week for five weeks – starting August 14th, 2024. Review each weekly, online learning opportunity below. Register to learn and share all things Loop – there it is! If you can’t make it to one, each part will be made available for on-demand viewing as soon as possible; we’ll keep this blog up to date throughout the series. As you learn, try it for yourself within the Microsoft Loop app.
Part 1 | “Meet the makers: The story behind Loop”
NOW ON DEMAND | This is part 1 of 5 in the Loop community learning series:
Co-presenters: Ron Pessner, Michelle Holtmann, and Karuana Gatimu
Original air date/time: Wednesday, August 14th, 2024, from 10:00am – 10:30am PDT
Abstract: In our ‘Meet the Makers’ virtual event on August 14th, leaders from the Microsoft Loop product team kickoff our learning series to share insights about the future of creating together with ease – no matter where you are or what tools you use. This opening session focuses on the strategy and vision for how Loop unlocks the power of shared thinking – with the intelligence of Microsoft Copilot – into a simple, familiar experience to get more done, right where you are, coordinated across your apps. And there will be experts live, active in the comments to address questions and feedback based on what’s shared.
Part 2 | “Almost everything you need to know to start with Microsoft Loop”
NOW ON DEMAND | This is part 2 of 5 in the Loop community learning series.
Co-presenters: Rebecca Keys and Tamine Mokdissi
Original air date/time: Wednesday, August 21st, 2024, from 10:00am – 10:20am PDT.
Abstract: Ever wondered how to get started with Loop? Whether you’re new to Loop or need a refresher, we’ve got you covered in this engaging session. We’ll show you both what’s coming soon and how to get started with Loop. We’ll highlight Loop components across various Microsoft 365 apps – creating and customizing your pages and workspaces within your favorite apps. We will share many tips along the way so you, too, can seamlessly and collaboratively whip up your projects to the next level.
Part 3 | “Level up your project management with Loop”
NOW ON DEMAND | This is part 3 of 5 in the Loop community learning series.
Speakers: Esha Mathur and Jessica Mariscal Quintana
Original air date/time: Wednesday, August 28th, 2024, from 10:00am – 10:15am PDT.
Abstract: Turn your projects into progress! With Loop, project management gets better – from set up, to onboarding your team, to working in collaborative workspace – all you need in one place. We’ll demo a variety of project-oriented tasks: Creating and sharing tasks lists, setting automation rules, and monitoring your milestones with automatically generated Workspace status. And we’ll have experts online to address your project questions and feedback.
NOW ON DEMAND | This is part 4 of 5 in the Loop community learning series.
Speakers: Jenna Hong and Oby Omu
Original air date/time: Wednesday, September 4th, 2024, from 10:00am – 10:15am PDT.
Abstract: Take productivity one step further with Copilot in Loop. Discover the value of starting projects with content created by AI, stay in sync with a Loop-powered assistant, and make the most of your Microsoft Teams meetings. Copilot in Loop saves you time when creating page summaries, recap changes, and quickly get answers to make progress. We have a lot to share and are eager to hear what you think. Plus, discover more about “Copilot in Loop” within Copilot Lab.
NOW ON DEMAND | This is part 5 of 5 in the Loop community learning series.
Co-presenters: Derek Liddell, Dan Costenaro, and Manon Knoertzer
Original air date/time: Thursday, September 12th, 2024, from 10:00am – 11:30am PDT.
Abstract: The Loop AMA (Ask Microsoft Anything) is a chance to ask open questions and provide feedback about what you’ve learned about Microsoft Loop throughout this learning series. The AMA is a 90-minute opportunity to connect live with Loop experts who will be live on video to answer your questions and listen to feedback. Note: If you are unable to attend the live AMA hour, you can ask your question at any time on the event page below in comments and the team will work to address it during the event – either on video or in direct written response in the comments; so, check back for sure.
BONUS ‘Part 6’ | “Microsoft Loop IT governance and management controls“
NOW ON DEMAND | This is an IT-focused session about all the auditing, eDiscovery, compliance, and more management and control capabilities when working with Microsoft Loop and managing Loop workspaces in SharePoint (SharePoint Embedded).
Co-presenters: Dan Costenaro, Akanksha Rakesh, and Abi Ramesh
Original air date/time: Thursday, September 26th, 2024, from 9:00am – 10:00am PDT.
Abstract: Discover the latest admin capabilities for managing Microsoft Loop. Whether you’re new to Loop or looking to validate its readiness for a large enterprise, this session is tailored for you. We’ll guide you through Loop’s available and newest admin and compliance features, demonstrate how to use Purview for eDiscovery with Loop content, establish good governance, and explore SharePoint admin center functionality for managing Loop workspaces. Additionally, we’ll share valuable tips to manage Loop content within your organization. Don’t miss this opportunity to unleash Loop to your employees while optimizing Loop manageability.
Microsoft Loop is a transformative co-creation experience that brings together teams, content and tasks across your tools and devices. Loop combines a powerful and flexible canvas with portable components that move freely and stay in sync across applications — enabling teams to think, plan, and create together.
We are excited to share more about the productivity experience we love. Our goal is to bring you into the Loop and keep you there – both by gaining knowledge and helping you discover the power of working together in new ways. My team and I couldn’t be more excited and ready to engage with the best community in tech. See you every week once the series kicks off.
Note: Additional Microsoft Loop links and resources
Continue the conversation by joining us in the Microsoft 365 community. Want to share best practices or join community events? Become a member by “joining” the Microsoft 365 community. For tips & tricks or to stay up to date on the latest news and announcements directly from the product teams, make sure to Follow or Subscribe to the Microsoft 365 community blog (review all Loop posts).
UPDATE | All parts of the Loop Learning Series have aired and are now available to watch on demand, playable below in this blog post.
Are you ready to learn more about Microsoft Loop? We have five upcoming Loop events for you – numerous opportunities to see Microsoft Loop in action, to learn about upcoming roadmap items and Copilot/AI innovations, ask questions, get time-saving tips and tricks, and provide direct feedback to the Loop product team.
Microsoft Loop – Five-part learning series: https://aka.ms/LoopLearningSeries.
We’re all eyes and ears each week for five weeks – starting August 14th, 2024. Review each weekly, online learning opportunity below. Register to learn and share all things Loop – there it is! If you can’t make it to one, each part will be made available for on-demand viewing as soon as possible; we’ll keep this blog up to date throughout the series. As you learn, try it for yourself within the Microsoft Loop app.
Part 1 | “Meet the makers: The story behind Loop”
NOW ON DEMAND | This is part 1 of 5 in the Loop community learning series:
Co-presenters: Ron Pessner, Michelle Holtmann, and Karuana Gatimu
Original air date/time: Wednesday, August 14th, 2024, from 10:00am – 10:30am PDT
Abstract: In our ‘Meet the Makers’ virtual event on August 14th, leaders from the Microsoft Loop product team kickoff our learning series to share insights about the future of creating together with ease – no matter where you are or what tools you use. This opening session focuses on the strategy and vision for how Loop unlocks the power of shared thinking – with the intelligence of Microsoft Copilot – into a simple, familiar experience to get more done, right where you are, coordinated across your apps. And there will be experts live, active in the comments to address questions and feedback based on what’s shared.
Part 2 | “Almost everything you need to know to start with Microsoft Loop”
NOW ON DEMAND | This is part 2 of 5 in the Loop community learning series.
Co-presenters: Rebecca Keys and Tamine Mokdissi
Original air date/time: Wednesday, August 21st, 2024, from 10:00am – 10:20am PDT.
Abstract: Ever wondered how to get started with Loop? Whether you’re new to Loop or need a refresher, we’ve got you covered in this engaging session. We’ll show you both what’s coming soon and how to get started with Loop. We’ll highlight Loop components across various Microsoft 365 apps – creating and customizing your pages and workspaces within your favorite apps. We will share many tips along the way so you, too, can seamlessly and collaboratively whip up your projects to the next level.
Part 3 | “Level up your project management with Loop”
NOW ON DEMAND | This is part 3 of 5 in the Loop community learning series.
Speakers: Esha Mathur and Jessica Mariscal Quintana
Original air date/time: Wednesday, August 28th, 2024, from 10:00am – 10:15am PDT.
Abstract: Turn your projects into progress! With Loop, project management gets better – from set up, to onboarding your team, to working in collaborative workspace – all you need in one place. We’ll demo a variety of project-oriented tasks: Creating and sharing tasks lists, setting automation rules, and monitoring your milestones with automatically generated Workspace status. And we’ll have experts online to address your project questions and feedback.
NOW ON DEMAND | This is part 4 of 5 in the Loop community learning series.
Speakers: Jenna Hong and Oby Omu
Original air date/time: Wednesday, September 4th, 2024, from 10:00am – 10:15am PDT.
Abstract: Take productivity one step further with Copilot in Loop. Discover the value of starting projects with content created by AI, stay in sync with a Loop-powered assistant, and make the most of your Microsoft Teams meetings. Copilot in Loop saves you time when creating page summaries, recap changes, and quickly get answers to make progress. We have a lot to share and are eager to hear what you think. Plus, discover more about “Copilot in Loop” within Copilot Lab.
NOW ON DEMAND | This is part 5 of 5 in the Loop community learning series.
Co-presenters: Derek Liddell, Dan Costenaro, and Manon Knoertzer
Original air date/time: Thursday, September 12th, 2024, from 10:00am – 11:30am PDT.
Abstract: The Loop AMA (Ask Microsoft Anything) is a chance to ask open questions and provide feedback about what you’ve learned about Microsoft Loop throughout this learning series. The AMA is a 90-minute opportunity to connect live with Loop experts who will be live on video to answer your questions and listen to feedback. Note: If you are unable to attend the live AMA hour, you can ask your question at any time on the event page below in comments and the team will work to address it during the event – either on video or in direct written response in the comments; so, check back for sure.
BONUS ‘Part 6’ | “Microsoft Loop IT governance and management controls“
NOW ON DEMAND | This is an IT-focused session about all the auditing, eDiscovery, compliance, and more management and control capabilities when working with Microsoft Loop and managing Loop workspaces in SharePoint (SharePoint Embedded).
Co-presenters: Dan Costenaro, Akanksha Rakesh, and Abi Ramesh
Original air date/time: Thursday, September 26th, 2024, from 9:00am – 10:00am PDT.
Abstract: Discover the latest admin capabilities for managing Microsoft Loop. Whether you’re new to Loop or looking to validate its readiness for a large enterprise, this session is tailored for you. We’ll guide you through Loop’s available and newest admin and compliance features, demonstrate how to use Purview for eDiscovery with Loop content, establish good governance, and explore SharePoint admin center functionality for managing Loop workspaces. Additionally, we’ll share valuable tips to manage Loop content within your organization. Don’t miss this opportunity to unleash Loop to your employees while optimizing Loop manageability.
Microsoft Loop is a transformative co-creation experience that brings together teams, content and tasks across your tools and devices. Loop combines a powerful and flexible canvas with portable components that move freely and stay in sync across applications — enabling teams to think, plan, and create together.
We are excited to share more about the productivity experience we love. Our goal is to bring you into the Loop and keep you there – both by gaining knowledge and helping you discover the power of working together in new ways. My team and I couldn’t be more excited and ready to engage with the best community in tech. See you every week once the series kicks off.
Note: Additional Microsoft Loop links and resources
Continue the conversation by joining us in the Microsoft 365 community. Want to share best practices or join community events? Become a member by “joining” the Microsoft 365 community. For tips & tricks or to stay up to date on the latest news and announcements directly from the product teams, make sure to Follow or Subscribe to the Microsoft 365 community blog (review all Loop posts).
The advent of generative AI is driving a rethink of what outcomes we deserve from our productivity software – from gains in efficiency to more deeply engaging employees and unleashing creativity and innovation. Expectations are higher and growing fast, even as the understanding of the key scenarios and use cases for this technology evolves just as quickly.
We anticipate businesses of all sizes to leverage a variety of tools and customizations to meet their specific needs and deliver on the potential of AI-enhanced productivity, and there is an ecosystem of options rising to meet this challenge. On Monday September 16th, we shared updates we are making to the capabilities offered by Microsoft 365 Copilot, introduced Copilot agents and announced a new simplified agent builder experience powered by Copilot Studio. This article offers an overview of how Microsoft 365 customers can also leverage partner tools and apps as part of their broader approach to productivity, and Microsoft’s commitment to providing interoperability for those solutions across key Microsoft 365 surfaces.
Supporting the Ecosystem of Gen-AI Productivity Apps
The market for generative AI productivity solutions has grown exponentially in the past few years, both in number and the sophistication of available products. Microsoft is committed to offering developers and customers flexibility and choice as they try and deploy generative AI tools in tandem with Microsoft 365 applications, backed by a robust marketplace for customers to discover and adopt a diverse set of third-party solutions to meet their needs. Developers can create tailored and integrated experiences across Office, Outlook and Teams using extensive interoperability options within Microsoft 365 and Office 365 apps and services. The Microsoft Teams Store and Microsoft AppSource help create a vibrant ecosystem where customers get a wide range of solutions and partners get a platform where they can innovate and grow their business. Microsoft Teams alone supports more than 1,400 third-party apps, and monthly usage of third-party apps within Teams has increased more than 10 times over the past 2 years.
Partner Highlight, AI in Office (Word) – Harvey.ai
Harvey, the leading professional services platform engineered with AI, has developed an integration with Microsoft Word specialized for the law, tax, and finance fields. The new Harvey integration helps users draft, analyze, and research with natural language instructions and AI-powered experiences directly in Word.
Partner Highlight, AI in Office (Excel) – Datasnipper
DataSnipper, a generative-AI software startup that automates critical tasks for accountants and auditors, has developed a deep integration with Microsoft Excel. DataSnipper’s integrated product experience streamlines manual steps such as data entry and validation for audit and finance teams with intelligent automation directly in Excel.
Partner Highlight, Microsoft 365 Copilot – Moveworks
Moveworks is integrating with Microsoft 365 Copilot to make it easier for employees to perform routine tasks and get the help they need, when and where they need it. By providing a collaborative experience across two GenAI assistants, mutual customers can simplify complex processes and transform user workflows.
Integrating AI Apps in Microsoft 365
There are several different ways Microsoft customers can integrate AI tools from other providers into their Microsoft 365 applications. In some cases, customers and partners will choose to build on or extend Microsoft 365 Copilot through extensions or custom agents using Copilot Studio or Azure AI Studio. Customers can integrate third-party AI applications through App Store interfaces directly in Microsoft 365 applications like Teams, Outlook and the Microsoft 365 app. IT Admins can also find and deploy apps from the Microsoft admin center and Teams admin center.
Adding third party apps in Microsoft 365 in a few simple steps
Users can view all the apps available in Teams from the Teams apps store in a Teams desktop or web client
Open your Microsoft 365 apps: In Teams, Outlook, and the Microsoft 365 app you can access the app store from the Apps icon on the left navigation rail.
Search for Apps: Use the top banner or search bar to find specific apps or browse categories and top picks to discover new tools. Click on an app to view its description, ratings, and user reviews.
Install and pin: If adding apps has been enabled, users can simply click “Add” to install the app. To pin the app to the left navigation rail in Teams, Outlook, and the Microsoft 365 App for easy persistent access, users can right click on the app icon and select “Pin.” Users can then drag and drop the pinned apps to reorder them according to preference.
Managing Apps for your Organization
The Microsoft 365 admin center and Teams admin center offers a broad set of capabilities and controls to ensure that Microsoft and third-party apps are used according to their organization’s needs and preferences. Key examples of these controls include:
Manage Copilot agents as apps in the Integrated apps section of the Microsoft 365 admin center. Admins can enable, disable, assign, block, or remove Copilot agents for their organization, and manage Copilot capabilities and data privacy.
Pin third-party apps to the left navigation rail and integrate various elements that each Microsoft 365 app supports to extend functionality across Outlook, Teams, the Microsoft 365 app.
Configure org-wide app settings to control whether users can install third-party apps, overriding any other app permission policies.
Manage app subscriptions, including activating third-party apps via the third-party publisher’s portal before assigning them to users.
Additional interoperability options with Microsoft 365
Microsoft provides additional ways to connect with partners, ISV’s and third-party data sources with Microsoft 365. The Microsoft commercial marketplace supports your organization’s needs to purchase innovative vendor solutions, while satisfying your organization’s business requirements. Microsoft AppSource already hosts thousands of apps, with millions of end users using these tools to enhance their workflows and productivity every day. AppSource is best for independent purchasing or for Microsoft 365 or Power BI applications, providing efficient distribution and reach for developers and where the product catalog can be accessed at https://appsource.microsoft.com/ or through the in-product experience in Microsoft 365, Dynamics 365, and Microsoft Power Platform.
For services external to Microsoft 365, Microsoft Graph connectors enable your organization to index content from on-premises or cloud-based data sources into Microsoft Graph. Microsoft Graph connectors allow your third-party content to participate in many Microsoft 365 experiences across search and Copilot for Microsoft 365, and used in Microsoft 365 apps whilst respecting appropriate permissions. User queries for information are always checked at runtime, so users only see what they have access to. We’re excited to share that starting September 20, 2024, Microsoft 365 and Office 365 subscriptions will now receive a 50 million item index per tenant without any extra cost for data ingested via Microsoft Graph connectors. With this change, previous index quota entitlements per license is removed, as is add-on cost for additional quota. Learn more about Microsoft Graph connectors and how to get started here.
Looking Forward
As the landscape of generative AI continues to evolve, so too does the suite of tools and systems that customers use to harness this technology for their organizations. For Microsoft, this means not only enhancing our own applications and features but also providing dependable, secure, and compliant integration options for third-party tools. Our goal is to ensure that Microsoft 365 remains the premier platform for adopting generative AI solutions, whether built on Azure Open AI, leveraging Copilot Studio, using Microsoft first-party solutions, or integrating with third-party tools.
We are committed to maintaining and expanding interoperability to ensure that our customers have the freedom to choose the tools that best meet their needs. We recognize that the exact needs for the future are uncertain, but by continually listening to and learning from our customers, we aim to adapt and provide the best possible solutions based on their feedback.
Am a keen follower of Microsoft's SharePoint Blog and proud to provide this direct from the Microsoft Tech Community:
The SharePoint brand center introduces a central location for your organization to manage and create brand assets for Microsoft 365. The new Brand center brings together the power of your organization asset libraries and your organization’s brand assets to create and manage product application of your brand into Microsoft 365 products.
SharePoint brand center
Our new SharePoint brand center provides an easy-to-use location for your brand managers (individuals responsible for your organizations brand) to create and manage from a single location. While today’s brand center is primarily focused on SharePoint and Viva Connections, we are excited to be working with multiple teams across Microsoft 365 to integrate their services for organization brand with the brand center and will share a bit more on this topic in this document.
Features and capabilities mentioned in this blog post, are demonstrated in the following video with Cathy Dew(Microsoft) and Vesa Juvonen (Microsoft).
Manage your organization’s brand assets
The Brand center is setup to allow easy management of your organization assets that will be available across Microsoft 365 in one location while also providing a location to create product specific brand application scenarios. The first of these organization assets to be supported in the brand center are brand fonts and brand colors.
Brand fonts
Manage your organization’s brand fonts using the brand fonts library in the SharePoint brand center. As a brand manager uploads your font files into the brand fonts library you will be able to manage which fonts are available in picker experiences. Fonts can be used to define and showcase your brand’s expression.
Manage your organization’s brand colors using the brand color list in the SharePoint brand center. As a brand manager, you can create a list of your brand colors that will be available for picker experiences. Brand colors can be utilized to customize and add personality to your content and experiences.
Add your brand colors in the SharePoint brand center
Images and logos can provide the context, definition, and identity of your content to align with your brand. By utilizing Organization Assets Libraries brand managers can provide the images to help anyone in their organization create content that will reflect the values and beliefs of their brand.
Once you have uploaded your organizations brand fonts into the SharePoint brand center, you will be able to create a font package that can later be applied to your SharePoint sites and Viva Connections desktop experiences. A font package contains the configuration of how you want your fonts to be utilized within your content.
Font packages in the SharePoint brand center
Microsoft has provided a set of 8 font packages that can be used without uploading custom fonts into the Brand center to transform your sites and experiences.
You can include 2 font families into your font package and then select 4 font styles to assign to the font package slots. Headline, title, content, and interactive will determine which fonts and styles are used in your content.
SharePoint includes custom font support for the following areas (September 2024):
Site header – site title
Quick links web part
Hero web part
All web part titles (From Microsoft)
Link web part
Hub header – hub title
Button web part
Sites web part
Countdown timer web part
Organization chart web part
Navigation (hub and site) – links and labels
Dashboard for Viva Connections
People web part
Events web part
Site activity web part
News web part
Image web part
Call to action web part
Highlighted content web part
Weather web part
Page title region
Section heading
Text web part (RTE)
Image gallery web part
World clock web part
Viva Connections includes custom font support for the following areas:
Using color can transform the look of your sites and experiences and we are excited to introduce a new way to create and manage themes within the SharePoint brand center. You can use this new tool to create your organization’s themes without needing PowerShell. Any existing themes created in your tenant via PowerShell will remain available and manageable with PowerShell.
Theme creation in the SharePoint brand center
Creating themes in the SharePoint brand center will make these themes available for your organization to use in the Change the look experience.
Copilot in PowerPoint using your organization’s brand library
When working with Copilot and PowerPoint you have two options to utilize your organization’s brand content in your presentations.
By using Copilot with your organization’s branded templates, you can create presentations that look tailored for your information. Copilot will try it’s best to create beautiful presentations with your content, but by following the best practices outlined in the linked documentation you will have the best chance to be successful.
Once you have a presentation or if you are creating a presentation on your own and would like to use your organization’s images you can also make use of Copilot to select images. With a few simple steps, you can ask Copilot to find images from your organization with a simple conversation.
When creating video content Clipchamp makes it easy to provide all of your organization’s brand assets in one simple package called a Brand kit. It is now possible to create brand kits for your organization and distribute them to your enterprise users. Organization brand kits are available in Clipchamp
![NOW ON DEMAND | Microsoft Loop Learning Series [Six webinars]](https://serviceautomation.online/wp-content/uploads/2024/10/large-1)
