#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

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