The next frontier in enterprise intelligent automations with Microsoft Power Automate

The next frontier in enterprise intelligent automations with Microsoft Power Automate

Am really keen on exposing PowerApps / Flow news - this was provided from Microsoft Flow. You can read out the full post available on this link:

https://www.microsoft.com/en-us/power-platform/blog/power-automate/the-next-frontier-in-enterprise-intelligent-automations-with-microsoft-power-automate/

 

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.  

Learn more in our Use AI Builder in Power Automate documentation and be sure to join our Power Automate session for a deep dive. 

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. 

graphical user interface, text, table

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. 

UI of cloud flows designer in Power Automate where a user has entered text in the "Generate an expression with Copilot" field and has a suggested expression.

To learn more about this feature and how to get started, read our Create and edit expressions with Copilot documentation.

Streamline automation and operations  

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. 

graphical user interface, application

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:

graphical user interface, application

Example of using repair with Copilot for attended RPA: 

Animated Gif Image

To learn more and get started with repair with Copilot, read our UI and browser automation actions documentation.

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.  

person on tablet

Power Automate

Find the right low-code automation plan for your business.

The post The next frontier in enterprise intelligent automations with Microsoft Power Automate appeared first on Microsoft Power Platform Blog.

Announcing the General Availability of the Microsoft 365 Document Collaboration Partner Program

Announcing the General Availability of the Microsoft 365 Document Collaboration Partner Program

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 onAn 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.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. 


 


Join the MDCPP Today 


The Microsoft 365 Document Collaboration Partner Program is available to all eligible Microsoft partners and customers. Join us in this exciting journey and experience the future of document collaboration. 


 


We are excited for an easier, more collaborative future for our customers.  


 

NOW ON DEMAND: “Create and share Copilot agents in SharePoint in a few clicks”

NOW ON DEMAND: “Create and share Copilot agents in SharePoint in a few clicks”

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.  


 


Watch now



 


We invite you to review the recent, related blog, “Microsoft 365 Copilot Wave 2: AI Innovations in SharePoint and OneDrive” by Adam Harmetz and Jason Moore. And review this short explainer video, “Copilot agents in SharePoint” taken from the “Microsoft 365 Copilot: Wave 2” event with Satya Nadella and Jared Spataro event broadcast – watch now


 



 


Your Super-Secret Agent, Mark


 


"Create and share Copilot agents in SharePoint in a few clicks" | Wednesday, October 16th, 2024, 8:00 AM PDT.“Create and share Copilot agents in SharePoint in a few clicks” | Wednesday, October 16th, 2024, 8:00 AM PDT.

The above is kindly provided by the Microsoft Tech Community!

NOW ON DEMAND: “Create and share Copilot agents in SharePoint in a few clicks”

Webinar reminder: “Create and share Copilot agents in SharePoint in a few clicks” [Oct. 16, 8am PDT]

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). 


 


Watch here live and on demand shortly after: 



 


To prepare for this session, review the recent, related blog, “Microsoft 365 Copilot Wave 2: AI Innovations in SharePoint and OneDrive” by Adam Harmetz and Jason Moore. And review this short explainer video, “Copilot agents in SharePoint” taken from the “Microsoft 365 Copilot: Wave 2” event with Satya Nadella and Jared Spataro event broadcast – watch now


 



 


See you on Wednesday (Oct. 16, 2024, 8am PDT), Mark “Your Super-Secret Agent” Kashman


 


"Create and share Copilot agents in SharePoint in a few clicks" | Wednesday, October 16th, 2024, 8:00 AM PDT.“Create and share Copilot agents in SharePoint in a few clicks” | Wednesday, October 16th, 2024, 8:00 AM PDT.

The above is kindly provided by the Microsoft Tech Community!

Work and automate simultaneously with picture-in-picture in Power Automate

Work and automate simultaneously with picture-in-picture in Power Automate

Am really keen on exposing PowerApps / Flow news - this was provided from Microsoft Flow. You can read out the full post available on this link:

https://www.microsoft.com/en-us/power-platform/blog/power-automate/work-and-automate-simultaneously-with-picture-in-picture-in-power-automate/

 

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.

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.

Image of picture in picture after running the flow in Power Automate

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.

Enable the Run in picture-in-picture flow property to ensure your flow always operates in this mode

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.

enable the Run in picture-in-picture flow property to ensure your flow always operates in this mode

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.

Enable desktop flow in the picture in picture designer and run your tests.

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.

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.

To get started, watch a demo of the feature and check out our official product documentation.

The post Work and automate simultaneously with picture-in-picture in Power Automate appeared first on Microsoft Power Platform Blog.

NOW ON DEMAND | Microsoft Loop Learning Series [Six webinars]

NOW ON DEMAND | Microsoft Loop Learning Series [Six webinars]

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.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.


 


:cool: Watch, share, and add your comments on this episode’s dedicated event page in the Microsoft Tech Community!


 


 


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.


 


:cool: Watch, share, and add your comments on this episode’s dedicated event page in the Microsoft Tech Community!


 


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.


 


:cool: Watch, share, and add your comments on this episode’s dedicated event page in the Microsoft Tech Community!


 


 


Part 4 | “Meet Copilot in Loop


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.


 


:cool: Watch, share, and add your comments on this episode’s dedicated event page in the Microsoft Tech Community!


 


 


Part 5 | “AMA: Live Video Q&A with the Loop team


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.


 


:cool: Watch, share, and add your comments on this episode’s dedicated event page in the Microsoft Tech Community!


 


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.


 


😎 Watch, share, and add your comments on this episode’s dedicated event page in the Microsoft Tech Community!


 


Stay connected


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).


 


Thanks! Ron Pessner (Microsoft CVP – Loop)

Microsoft Loop | Live, Five-Part Learning Series

Microsoft Loop | Live, Five-Part Learning Series

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.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.


 


:cool: Watch, share, and add your comments on this episode’s dedicated event page in the Microsoft Tech Community!


 


 


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.


 


:cool: Watch, share, and add your comments on this episode’s dedicated event page in the Microsoft Tech Community!


 


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.


 


:cool: Watch, share, and add your comments on this episode’s dedicated event page in the Microsoft Tech Community!


 


 


Part 4 | “Meet Copilot in Loop


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.


 


:cool: Watch, share, and add your comments on this episode’s dedicated event page in the Microsoft Tech Community!


 


 


Part 5 | “AMA: Live Video Q&A with the Loop team


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.


 


:cool: Watch, share, and add your comments on this episode’s dedicated event page in the Microsoft Tech Community!


 


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.


 


😎 Watch, share, and add your comments on this episode’s dedicated event page in the Microsoft Tech Community!


 


Stay connected


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).


 


Thanks! Ron Pessner (Microsoft CVP – Loop)

Leveraging Partner Apps to Deliver on the Promise of AI-Led Productivity

Leveraging Partner Apps to Deliver on the Promise of AI-Led Productivity

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 clientUsers 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. 

Managing your organization's brand with the SharePoint brand center

Managing your organization's brand with the SharePoint brand center

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 centerSharePoint 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. 


 


Brand fonts in the SharePoint brand centerBrand fonts in the SharePoint brand center


Learn more about brand fonts.


 


Brand colors


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 centerAdd your brand colors in the SharePoint brand center 


Learn more about brand colors.


 


Brand images


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. 


Organization assets library for enterprise imagesOrganization assets library for enterprise images


Learn more about setting up organization asset libraries


 


SharePoint and Viva Connections Branding


 


Font packages


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 centerFont 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:











Welcome/Greeting text Section headings Dashboard cards Level 1 Resources

 


You can also utilize custom fonts in your custom solutions using SharePoint Framework


 


Learn more about font packages.


 


Themes


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 centerTheme 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. 



Learn more about themes in SharePoint and Viva Connections. 


 


PowerPoint branding


 


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. 


Your organization's available templatesYour organization’s available templates


Learn more about using organization brand templates with Copilot and PowerPoint 


 


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. 


Copilot chat for enterprise imagesCopilot chat for enterprise images


Learn more about enterprise images with Copilot for PowerPoint


 


Clipchamp branding


 


Brand kits in Clipchamp


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 ClipchampOrganization brand kits are available in Clipchamp


Learn more about brand kits in Clipchamp.


 




 


We look forward to seeing what you create with the SharePoint brand center and your organization’s brand assets across Microsoft 365. 

The above is kindly provided by the Microsoft Tech Community!

Using site templates for SharePoint in Microsoft 365

Using site templates for SharePoint in Microsoft 365

Am a keen follower of Microsoft's SharePoint Blog and proud to provide this direct from the Microsoft Tech Community:

SharePoint site templates come in all shapes and sizes, save time and address numerous scenarios, and provide an opportunity to programmatically adhere to your organization’s preferred custom site creation policies.



Using a template when creating SharePoint sites improves efficiency and helps standardize site creation. While templates provide a starting point, they are customizable to adapt them to specific needs of a project or team. As your organization grows, templates make it easier to deploy new sites quickly and efficiently, with governance to ensure features and settings comply with organizational policies or industry regulations.


 


Select "+ Create site" on the SharePoint start page and choose between a Team site or a Communication site (pictured). Then, select the template that you want to use to create your new site – out-of-the-box or custom.Select “+ Create site” on the SharePoint start page and choose between a Team site or a Communication site (pictured). Then, select the template that you want to use to create your new site – out-of-the-box or custom.


At their core, SharePoint site templates contain pre-populated pages, page templates, news post templates, themes, and web parts. When you create a site, you choose from either a Communication site or a Team site, and then select the site template that matches your desired outcome. You will find numerous site templates available directly within the service, ready to use. You can create and deploy your own custom site templates – for reuse within your tenant. And take advantage of custom PnP site templates from GitHub – implemented via PowerShell. 


 


This article aims to highlight what’s possible, share what’s new, and clarify where and how you get, deploy, and use SharePoint site templates in Microsoft 365. 


 


Use and adopt SharePoint site templates directly from SharePoint service within Microsoft 365. 


Much of what we’ve learned about SharePoint site templates, and developed for use in production, now resides within the Microsoft 365 commercial service – meaning many of the deployable site templates are now available to choose from during the standard, out-of-the-box + Create site process – in SharePoint. These templates make it easy to create a SharePoint site. They demonstrate the art of what’s possible with design-focused layouts and content to save you time (and heartache ). 


 


To get a broad overview of what’s available, review the SharePoint Look Book page – now hosted on adoption.microsoft.com (recently updated; more on the original look book website below). This page highlights the value of each site and breaks down what gets created for you when applying the various templates. And we published an important related Help article to learn how to apply and customize SharePoint site templates, including several guided walkthroughs to familiarize yourself with how to create sites for your organization. Below are two site template examples 


 


IT help desk (Team site template) 


The ‘IT help desk’ template helps manage technical requests, track devices, and share training materials.The ‘IT help desk’ template helps manage technical requests, track devices, and share training materials.


Learning central (Communication site template) 


The ‘Learning central’ template provides a landing experience for your organization's learning opportunities.The ‘Learning central’ template provides a landing experience for your organization’s learning opportunities.


As with all our other Microsoft-provided site templates, these are automatically available in SharePoint tenants and can be applied by users with site owner permissions or higher. When you create a new site, you will be asked if you’d like to use a template. Select Browse templates to see Microsoft templates and templates from your organization. Additionally, we’ve released the site template history panel. Site owners will be able to access the Site information panel from within Settings, and then select View template history. A history of all site templates previously applied to the site will then be displayed. Selecting an entry will display all site script actions and if they ran successfully or encountered errors. Whether you’re creating a new site or applying a template to an existing site, navigate to Settings and then select Apply a site template. 


 


Learn how to create SharePoint sites in Microsoft 365 and apply and customize SharePoint site templates. 


 


Create your own custom site templates. 


Custom templates made by your organization using site scripts will display in the site template gallery based on the type of site a user chose to start with – either a communication site or team site. Therefore, it is likely that all the custom site templates will not appear in the site template gallery at once. Soon, users will have the ability to choose to view all custom site templates in the From your organization tab regardless of the type of site chosen.  


 


Site templates provided by your organization will appear in the From your organization tab when selecting a template type. Customization instructions will vary depending on the site template design. Review customization resources below to learn more about site personalization options. 


 


You can create site templates to provide reusable lists, themes, layouts, pages, or custom actions so that your users can quickly build new SharePoint sites with the features they need. Learn more about how to create custom site templates for your organization. 


 


Learn more about configuring and deploying SharePoint site template and site scripts. 


 


Deploying scenario-based solutions with custom PnP site templates from the GitHub repository.  


Explore additional scenario-based solutions with custom PnP* site templates found in the GitHub repository. Several custom site templates exist for you to utilize and are standardized for how to implement into your own environment using PowerShell.


*PnP stands for Patterns & Practices. 


 




 


The following video by Microsoft MVP, Paolo Pialorsi, shows you how to provision custom PnP site templates from the GitHub repository, in this instance using the example of the ‘Learning Pathways’ site template. Watch now 


 


 


The move away from the original lookbook.microsoft.com website.


Previously, Microsoft maintained a website at lookbook.microsoft.com – where tenant admins could select scenario-based templates and deploy them – from this website directly into their own tenant. The website’s DNS registration has expired and no longer resolves. We understand this is not ideal. Going forward, Microsoft is investing in the SharePoint Look Book page on adoption.microsoft.com; we created a new aka.ms link: aka.ms/SharePointLookBook to take you directly to this page. 


 


The SharePoint Look Book page on adoption.microsoft.com is our primary destination to display SharePoint site templates, including ones you can find in GitHub and provision using PowerShell.  


 


I would like to thank two Microsoft MVPs and community members, Tracy van der Schyff and Marc Anderson – for sharing their thoughts and insights with everyone during this change. We aim to highlight the value of SharePoint site templates and improve Microsoft change management communications. Here are what Tracy and Marc published in support of adding clarity during this update:  


 




 


In the end… 


In summary, templates serve as a blueprint for creating new SharePoint sites, ensuring that they are set up quickly, consistently, and with best practices in mind. They offer a balance between uniformity and customization, making it easier to manage and scale SharePoint environments within an organization. 


 


We hope the above helps you get informed in all the ways SharePoint site templates help you save time and ground what SharePoint can do for you and your organization – be it through use site templates from within the service, custom site templates you create and deploy, or if you benefit from custom site templates from the GitHub repository.  


 


Discover what’s possible, save time, and remember: Make it your own. SharePoint site templates are a map; you are the trailblazing guide! 


 


Thanks, Mark Kashman, Senior Product Manager – Microsoft  

The above is kindly provided by the Microsoft Tech Community!