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Level Up M365
Joe Cole
16 episodes
6 days ago
Level Up M365 is a podcast where we aim to demystify the Microsoft 365 platform from an in-the-weeds perspective. Topics may vary, and even meander at times, but we focus on the collaboration apps like, SharePoint, Teams, Power Platform, and Copilot, respectively. Based on the need, we may go a little technical and dig into the landscape of software development, Generative AI (GEN AI), Robotic Process Automation (RPA), etc. Be sure to visit the site for free companion resources and consider sharing/rating us/subscribing as this is the only way to support our effort for the time being.
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All content for Level Up M365 is the property of Joe Cole and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Level Up M365 is a podcast where we aim to demystify the Microsoft 365 platform from an in-the-weeds perspective. Topics may vary, and even meander at times, but we focus on the collaboration apps like, SharePoint, Teams, Power Platform, and Copilot, respectively. Based on the need, we may go a little technical and dig into the landscape of software development, Generative AI (GEN AI), Robotic Process Automation (RPA), etc. Be sure to visit the site for free companion resources and consider sharing/rating us/subscribing as this is the only way to support our effort for the time being.
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Technology
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#16 From Generic to Genius – Personalized AI with Copilot Memory
Level Up M365
26 minutes 37 seconds
4 weeks ago
#16 From Generic to Genius – Personalized AI with Copilot Memory

Full Write up - https://levelupm365.com/2025/10/13/episode-16-from-generic-to-genius-personalized-ai-with-copilot-memory/ 

Show Notes and Timestamps 

00:00 – Intro 

  • Joe Cole introduces the episode and its focus on Microsoft 365 and Copilot. 

00:44 – Episode Overview 

  • Topics: Teams calendar updates, quantifying AI value, and Copilot memory deep dive. 

01:21 – Sponsor Segment 

  • Joe self-sponsors the show and shares ways listeners can support (engagement, tip jar). 

02:10 – Preamble 

  • Joe’s recent work: prepping sensitive environments for AI, cleaning data estates, and shifting focus from Copilot Notebooks to Copilot Memory. 

04:05 – Message Center Radar 

  • 04:16 – Teams Calendar Update (MC1129730): Outlook web calendar replaces Teams calendar toggle.  https://admin.microsoft.com/?ref=MessageCenter/:/messages/MC1129730 

  • 05:40 – Power Automate Savings Tool (MC1160319): New feature to quantify time/money saved by automations.  https://admin.microsoft.com/?ref=MessageCenter/:/messages/MC1160319 

  • 07:23 – Copilot Memory Update (MC58329): Improved memory settings and personalization controls.  https://admin.microsoft.com/?ref=MessageCenter/:/messages/MC1158329 

07:58 – Deep Dive: Copilot Memory 

  • 08:11 – What is Copilot Memory?: Using Copilot to retain context and boost productivity. 

  • 09:33 – Feature Comparison: 

  • Copilot Conversations: Short-term, real-time chats. 

  • Copilot Pages: Long-form writing (blogs, proposals). 

  • Copilot Notebooks: Developer-focused (code, data analysis). 

  • Copilot Memory: Stores personal info for contextual responses. 

  • Full Write up:  https://www.linkedin.com/pulse/sorry-conversation-has-reached-its-limit-lets-start-new-joe-cole-uav9e/?trackingId=o3xbOwwXAs%2B%2BkDYefJdjkQ%3D%3D 

15:08 – Workflow Tips 

  • Export chats to Word docs and store in SharePoint for future reference. 

  • Use SharePoint agents to tap into stored knowledge. 

17:05 – Future Ideas 

  • Building a knowledge base with SharePoint and Copilot agents for deeper AI integration. 

18:52 – Tip of the Week 

  • 19:01 – Quote from Paul Thurrott: “AI is not making us dumber”—it’s saving time by parsing the web. 

  • 21:14 – Microsoft Lists Updates From João Ferreira –  https://lists.handsontek.net/microsoft-lists-updates-2025-deprecations-new-features/ 

  • Mobile app retiring in November. 

  • Power BI quick integration retiring in December. 

  • SPFX field customizers likely deprecated. 

  • Browser policy changes. 

  • Copilot + Lists integration: Lists now usable as Copilot knowledge sources. 

25:44 – Final Thoughts 

  • SharePoint rules and approval mechanisms are evolving. 

  • Teaser for future write-up on SharePoint list automation. 

26:18 – Outro 

  • Subscribe and visit https://levelupin365.com for visuals and links. 

Follow 

  • Apple Podcasts –  https://podcasts.apple.com/us/podcast/level-up-m365/id1718776415 

  • Spotify –  https://podcasters.spotify.com/pod/show/levelupm365/ 

  • Newsletter/Socials –  https://levelupm365.com/subscribe-social-page/ 

If this post was helpful support the effort by ether of the following, share, like, subscribe, leave a tip! 

Level Up M365
Level Up M365 is a podcast where we aim to demystify the Microsoft 365 platform from an in-the-weeds perspective. Topics may vary, and even meander at times, but we focus on the collaboration apps like, SharePoint, Teams, Power Platform, and Copilot, respectively. Based on the need, we may go a little technical and dig into the landscape of software development, Generative AI (GEN AI), Robotic Process Automation (RPA), etc. Be sure to visit the site for free companion resources and consider sharing/rating us/subscribing as this is the only way to support our effort for the time being.