my August rundown on Copilot in SharePoint


If you’ve been paying any attention to Copilot in SharePoint this month, you’ll have seen the new live-linked dashboards. That one’s had all the attention. Rightly so. Pointing Copilot at a Microsoft List and getting a live HTML dashboard back is a really big deal for anyone who’s ever had to rebuild an Excel export with charts and graphs or similar.

But it’s not just the dashboards. There were 3 features in this drop, and they all stack.

Let me walk you through them.

1. Live dashboards connected to your Lists

You can now point Copilot at a Microsoft List, ask for an executive dashboard, and get back an interactive HTML report right there. Charts, KPIs, filters, priority breakdowns, all connected live to the source data.

Add 3 items to the List, refresh the dashboard. There they are.

Same pattern works everywhere your team keeps structured data in a List:

  • Inventory tracking
  • Grant applications
  • Recruiting pipelines
  • Customer escalations

Now pair this with a SHAREPOINT.md file (a breakdown of this in the next edition), the brains of your SharePoint site, and it stops being a one-off demo. Mine tells Copilot to save every dashboard into the Reports library. No exceptions.

Why that pairing matters:

  • Dashboards land where they should, not in Shared Documents where the whole org can see them
  • Everyone on the team gets the same defaults with zero training
  • The rule you write once compounds every time someone uses the site

That’s every user, every prompt, every session.

2. A button on your page that runs a prompt

A question I get a lot: how does anyone on the team actually know what Skills we’ve got on our site?

Page buttons can help. This means that you can drop a button onto your homepage, wire it up to a prompt or a Skill, and give it a label that makes sense:

  • “Draft this week’s status.”
  • “Find the operations manual for X.”
  • “Generate my overdue high-priority items.”

Anyone on the page clicks it and it runs. No syntax to remember, no hunting through /Skills. The button sits right there, exactly where people are already working.

And you don’t even need a fully-formed Skill for it. Wire a button to any good prompt someone on the team wrote last week and it’s live on the site the same day.

3. Turn a good prompt into a Skill

You can now take a good prompt, ask Copilot to turn it into a Skill from inside chat, get a nicely presented card back, and save it as a site skill. It lands in your Agent Assets library and every user on the site gets it.

I built the dashboard prompt in section 1. Then asked Copilot to save it as a Skill. One confirmation, done. Now anyone on the site can trigger that same dashboard just by asking for it.

The chat’s faster now too, and the slash-search for files, people, and meetings speeds the whole thing up. Turning prompts into Skills has stopped being a project.

Dashboards. Buttons. Skills. That’s your SharePoint site actually working for the team, without anyone having to remember which prompt to type or which library to look in.

I’ve done a full walkthrough of all three, with the SHAREPOINT.md governance rule in play, right here: This Copilot in SharePoint Update Changes Everything

If you wire one of these up this week, hit reply and tell me which one. I read every reply.

Hope that brings you some value.

Talk soon, Daniel

PS: Small bit of housekeeping. I’ve moved my newsletter sends to daniel@danielanderson.io so my day-to-day inbox stays out of newsletter reputation. Replies still land straight with me. Thanks for sticking around while I’ve been heads-down with clients.

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Scaling Smarter with Copilot & SharePoint

Helping leaders and teams cut through the noise and make Microsoft 365 actually work for their business. I share - Strategic guidance on where Copilot delivers real value, SharePoint best practices for organising and governing content, plus Advisory insights that connect tools to business outcomes. Join thousands of CEOs, IT leaders, and professionals who are using these insights to work smarter, reduce complexity, and scale with confidence.

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