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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.

Featured Post

Cowork can build the app. What will it cost?

G’day there, I know you’ve got a business process you’d like to bring into SharePoint, or one you’re already managing there. You know what information belongs together and what needs to happen next. An app could give you one place to review those records, see what needs attention and make your updates. Copilot Cowork’s new /app skill lets you build that experience through conversation. You describe what you need, connect the data and refine the application as it takes shape. A lightweight CRM...

G'day, Here’s something I believe many organisations are getting wrong about AI and SharePoint: They think better AI means they no longer need to organise their content. If Copilot can read, reason and search across our documents, why should we still care about metadata, content types and information architecture? The answer became very clear during my recent conversation with Zach Rosenfield from Microsoft: AI doesn’t make information architecture obsolete. It makes good information...

G'day there... this is how I think AI skills should actually be built. Not by opening a SKILL.md file and trying to document the perfect process before you’ve done the work. Start by working through the process with AI. Then validate it, improve it and only package it as a skill once you know it works. A real example in SharePoint I recently demonstrated this using Copilot in SharePoint across two Microsoft Lists, this was from a real world client coaching session. Supplier invoices Purchase...

G'day... If you've been running Copilot Skills on any SharePoint site, you've hit the same wall. The Skill belongs to the site. Site members can run it there. Move to another site or want to run it from your OneDrive, you're rebuilding from scratch. That just changed. Personal Skills is in preview now in Copilot in SharePoint. Same SKILL.md file structure as site Skills. Different location. Different owner. Where Personal Skills live Your OneDrive, at: Documents / Copilot / Agent Assets /...

If you've been in a Copilot security conversation recently, you'll have heard some version of "these new dashboards are a data leak waiting to happen." I've been in that debate too. It's the wrong debate. Same scenario every time. A user opens a dashboard on a SharePoint site and can see data from a List they don't have permission to. If a user shouldn't see that data, they shouldn't have access to the file holding the dashboard. That's a permissions and information architecture problem. It...

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...

G'day, Most SharePoint problems aren't SharePoint problems. They're thinking problems. You see a business process and immediately reach for custom solutions. Power Automate flows. Third-party tools. Complex workflows that take weeks to build and months to maintain. It might surprise you, but SharePoint already handles A LOT of what you're trying to build. The problem is... Knowing what's already there. The Power Automate trap Many see a business process and immediately think "workflow."...

G'day there, I spent 55 minutes this week recording something I probably should have made years ago. It’s a masterclass on SharePoint document management. And before you roll your eyes and think “ugh, another boring SharePoint tutorial,” hear me out. This came about because I keep having the same conversation over and over again. Someone reaches out frustrated because their team treats SharePoint like a digital dumping ground. Files everywhere, nothing findable, everyone reverting back to...

G'day there, I spent yesterday building two different AI tools from the same 140-page compliance manual, and I figured you'd want to know what I learned. You've probably seen the new Copilot-powered FAQ web part in SharePoint. Maybe you're wondering if you should use that or build a Copilot agent instead. Most people think they need to pick one. Nope. They're for different types of people on your team. The FAQ is for your "just give me the answer" people. You know who I'm talking about. They...

G'day Reader, Voice is rapidly becoming the preferred way to interact with AI. The stats back it up - voice input is 3x faster than typing, captures emotional nuance, and breaks down accessibility barriers. But here's what makes this especially powerful for us in the Microsoft 365 world: Voice fundamentally changes how we work with Copilot. Why voice works better with AI Traditional text prompts lose tone, emotion, and context. Voice captures all of that. When you speak to Copilot, you're...