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. 

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