10 New Copilot in SharePoint Features You Need to See

Learn Laura Rogers WonderLaura top ten new Copilot features in SharePoint

Have you looked at Copilot in SharePoint lately? If not, you’re in for a treat. This week on Power Hour, you all voted (overwhelmingly!) for a top 10 list of the new things it can do. I’ll list them all in this post and associated video. I’ve highlighted the prompts in green.

🗂️ The Demo Setup

For every demo, I used a SharePoint site for a fictional project called Mark 8. It’s a really common setup. You create a site for a project, and it holds all the files, conversations, lists, and libraries related to that project.

So it has sales data, project documents, and PowerPoint status decks. That’s exactly the kind of content Copilot in SharePoint is built to work with.

Microsoft SharePoint Documents page for the Mark8 Project Team displaying folders and files

1️⃣ Ask Questions About Your Content

First, I opened Copilot in SharePoint right from my document library.

Then I asked it to

Summarize the biggest risks for the project.

It read through all the files for me. Then it told me the budget was getting close to the limit ($103,000 spent of $125,000). It also flagged integration reliability, schedule, and operational readiness.

Why this matters: You don’t have to open 15 files to get the big picture. Just ask.

SharePoint Mark8 Project Team Documents library with Copilot summarizing project risks

2️⃣ Compare File Versions

Don’t you always wonder what changed between two versions of a file? Me too!

Here’s how to do it:

Select the one file you want to check. Open Copilot. It will say “Ask a question.”

Type:

Compare the latest version of this file with the previous version and summarize the changes.

Copilot in SharePoint goes into the version history for you. In my demo, it told me I had added a new slide about extended flight endurance. This works on Excel and other file types, too.

Context menu for Introducing the Contoso Mark 8 3D.pptx with options to summarize, create an FAQ, audio overview, ask a question, or create an agent

💡 Tip: I added a Version column to my library view. That way, you can see which version each file is on at a glance.

3️⃣ Restore an Earlier Version

Next, I selected a file with a few versions. Then I asked Copilot in SharePoint to

Show the version history, summarize what changed in each version, and restore an earlier version if I approve.

It created a nice little table of each version and what changed. Then I just replied “restore version 2,” clicked Restore, and done!

No more clicking into version history and opening every single copy. This might help clean up those messy libraries full of “V1” and “V2” copies. Version history is the right way to do it.

4️⃣ Reorganize a PDF

This one is crazy amazing. Copilot can now work with the actual structure of a PDF, not just summarize it.

I selected my RFP response packet and prompted:

Pull the pricing section out of the response packet into its own PDF.

It created a brand new PDF with just page 4, the pricing section, and it just appeared in the library. In the past, you needed a third-party tool for that. Now you just ask Copilot in SharePoint.

5️⃣ Edit an Image

Yes, Copilot in SharePoint can edit an image in a document library with a prompt.

I had a PNG of a field visit contact card, like a business card. So I prompted:

Redact all contact details from this image and save the result as a new copy.

Copilot created a new image with the contact details redacted. Here’s the original and then the redacted one:

Field visit contact card for Morgan Ellis, Site Coordinator, with email, phone number, and badge ID BHM-48271; alternate card notes contact details redacted.

6️⃣ Create Interactive HTML

We did a whole Power Hour on HTML dashboards before. Back then, we pointed Copilot at a spreadsheet or a SharePoint list. Now Copilot in SharePoint can build an interactive HTML report from all the content in your site.

First, I prompted:

Create an interactive HTML project status report using the project information in this site. Include current status, milestones, work items, and owners.

It worked, but it looked kind of boring. So I opened the file and gave it a more specific prompt. I asked for a polished, highly visual, interactive HTML executive dashboard that looked like a modern product launch command center. I also asked for KPI cards, a timeline, risk charts, and filters.

Notice those keywords? Polished. Highly visual. Interactive. The more specific you are, the better the result.
(Fun fact: Copilot helped me write that prompt!)

Contoso Mark 8 product launch dashboard showing project health, budget, readiness, and priority actions

A few things I learned:

  • It does what you say. I didn’t tell it to update the current file, so it created a new one instead.
  • Use “Fix with AI.” When a script didn’t run correctly, one click fixed the JavaScript.
  • Keep iterating. Some text was too dark to read, so I just asked it to make it more readable.
  • Be sure to tell it you want a interactive dashboard using live data.

7️⃣ Turn HTML Into a SharePoint Page

Before, we had to use the Embed web part to show HTML on a page. Now an HTML file can be a SharePoint page.

Here’s how:

When you click the NEW drop-down on your site homepage, there’s a new option for HTML page.

New menu open with options for HTML page, news post, app, dashboard, document library, list, and news link

Also, in the demo, I had used Copilot to create an interactive dashboard, which it created in a different library. So here are the steps to move an HTML page to the Site Pages library:

  1. Find your HTML file in the document library.
  2. Select it and choose Move to.
  3. Move it into the Site Pages library.
  4. Open it and click Edit.

Now you can edit text directly by clicking on it, or edit via prompt. It’s basically vibe coding your page!

💡 Can’t find Site Pages? Go to Site contents. Every site has one.

You can even make it your homepage. In the Site Pages library, just select the page and choose to make it the homepage.

SharePoint Site Pages menu with “Make homepage” option highlighted

✅ What About Users Without a License?

Scott asked a great question in the chat. Can someone without a Copilot license edit the page? So I tested it live with another account.

The answer: yes, partly. They can click in and edit text directly. But they can’t use the prompt-based editing, because that agent needs a Microsoft 365 Copilot license.

📧 Bonus: Share the Report

I also asked Copilot to email the HTML report to me. It asked if I wanted view or edit access, then sent a sharing link. It didn’t put the HTML in the email itself. However, you can use this same trick to share any file with anyone.

8️⃣ Create a Workflow With Natural Language

Next, I prompted Copilot in SharePoint:

When a new file is added, post a nice looking summary card in my Teams channel with key file details and a button to open the file.

Copilot in SharePoint used the built-in simple workflows in lists and libraries. It even wrote the JSON for the adaptive card. I’m not a developer, and I never learned to code. So I love that AI can do that part!

💡 Tip: Paste a link to your Teams channel in the prompt. Just right-click the channel in Teams and choose Get link. That way, Copilot doesn’t have to ask.

To see or edit your workflow afterwards, open the Workflows area of your library. There you can rename it, edit it, or open it in Power Automate for more advanced options.

Microsoft SharePoint Workflows window showing “Post new Documents files to Mark8 General” active

9️⃣ Create and Improve a Personal Skill

This is a newer concept. A personal skill is like a built-in standard for things you write all the time.

I prompted:

Create a personal skill that turns project documents into concise executive status updates, highlighting progress, decisions, risks, open questions, and next steps with source citations.

Copilot in SharePoint wrote the skill and saved it as a skill.md file in my OneDrive (in a Copilot folder under agent assets). You can open it to read exactly what it does.

Then I asked it to improve the skill, create representative tests, evaluate the results, and recommend changes. If you took my Copilot Studio course, this will feel familiar. It’s like the Evaluate tab for agents. It ran tests and scored things like citation coverage.

Think about statements of work, RFPs, or status reports. Anything you write the same way every time is a great candidate.

🔟 Analyze Your Site With Copilot in SharePoint

Finally, I asked Copilot in SharePoint to analyze the usage of my site. I wanted the most important analytics, content performance trends, and what content gets the most engagement.

Heads up: this one asked me to use credits because it’s an advanced task. So yes, it spends actual money. But it was worth it! It gave me usage highlights, top content, and trends in plain language.

Why this matters: You have lots of sites. You don’t have time to dig through usage reports for every one. Now you can just ask.

🎯 Quick Recap

Here’s everything Copilot in SharePoint can now do:

  1. Ask questions about your site content
  2. Compare file versions
  3. Restore an earlier version
  4. Reorganize and split a PDF
  5. Edit an image
  6. Create interactive HTML
  7. Turn HTML into a SharePoint page (and your homepage!)
  8. Create a workflow with natural language
  9. Create and improve a personal skill
  10. Analyze your site usage

The pattern I noticed? These new features tackle the real, everyday tasks you already do. That’s what makes Copilot in SharePoint more and more useful in day-to-day work.

❓ FAQs

Do I need a license to use Copilot in SharePoint? Yes, these features need a Microsoft 365 Copilot license. Users without one can still edit HTML page text directly.

Can Copilot in SharePoint split a PDF into separate files? Yes. Select the PDF and ask Copilot to pull a section into its own PDF.

Where are personal skills saved? In your OneDrive, as a skill.md file in a Copilot folder.

Does site analytics cost extra? It may. My prompt asked to use Copilot credits because it’s an advanced task.

Can I use an HTML file as a SharePoint homepage? Yes. Move it to Site Pages, then set it as the homepage.

Do I need a license to use Copilot in SharePoint?

Yes, these features need a Microsoft 365 Copilot license. Users without one can still edit HTML page text directly.

Can Copilot in SharePoint split a PDF into separate files?

Yes. Select the PDF and ask Copilot to pull a section into its own PDF.

Where are personal skills saved?

In your OneDrive, as a skill.md file in a Copilot folder.

🚀 Keep Learning

Want to go deeper? Check out the Copilot, SharePoint, and Copilot Studio courses at IW Mentor. Click Schedule at the top of the page to see upcoming live events.

And join us for Power Hour every Wednesday at 11 AM Central. You vote on the topic in the newsletter the day before!

I’ll also be speaking at the Power Platform Community Conference in Las Vegas. Come say hi!

So, which of these 10 features are you trying first?

Leave a Reply