What’s New in Copilot in SharePoint for July 2026

Your monthly roundup of what’s new in Copilot in SharePoint.​

Copilot in SharePoint helps you do more with your content — ask questions, run workflows, and create sites, pages, interactive reports, and Office files using natural language. June was a big month: starting June 16 Copilot in SharePoint began rolling out as on by default for everyone with a Microsoft 365 Copilot license, and we shipped a wave of new capabilities for creating content, automating work, and getting trustworthy answers. Here’s everything that’s new.

Create content with natural language​

Create Word, Excel, and PowerPoint files​

What’s new: Ask Copilot to create a Word document, Excel workbook, or PowerPoint deck directly from your content in SharePoint — no blank-page start required.

Why it matters: Turn the knowledge already living in your sites into finished, shareable deliverables in minutes, without copy-pasting across apps.

Sample use case: A program manager turns a project site’s notes into a first-draft status deck before a leadership review.

Try this prompt “Create a press release as a Word doc based on the sales performance dashboard [doc link]. Summarize key results, highlight top growth areas, call out trends, and frame it for an internal leadership audience.”

Generate interactive HTML reports​

What’s new: Copilot can build an interactive HTML report from content stored in SharePoint.

Why it matters: Get a polished, shareable, interactive view of your information — great for readouts and dashboards — without manual formatting.

Sample use case: A team lead generates an interactive summary of a document library to share progress with stakeholders.

Try this prompt “Create an interactive dashboard based on this quarter’s sales performance data [folder link]. Include total revenue, quota attainment, top and bottom performing regions, and trend over time. Add filters for region and product, and make it suitable for a leadership review.”

Work with files through chat​

Organize files and folders​

What’s new: Manage your library right from chat — Copilot can help you organize files and folders conversationally.

Why it matters: Tidy up and restructure content without clicking through menus — just describe what you want.

Sample use case: Cleaning up a messy project library at the end of a sprint.

Try this prompt “Based on the contents of this folder, please suggest a folder structure to better organize my files. Show me a mapping structure, and once I approve, apply it.”

Share a file​

What’s new: Ask Copilot to share a specific file with a specific person — directly in the flow of chat.

Why it matters: Skip the hunt-and-click sharing dialog; share what you’re looking at, right when you need to.

Automate your team’s work​

Approvals​

What’s new: Natural language configuration for simple request tracking and approvals on your site.

Why it matters: It's now easy to use built-in approval tracking for managing your sign-offs, requests, and reviews all within SharePoint list or library, no custom approval flows required.

Sample use case: A content manager sets up a quick approval step for documents before they’re published.

Try this prompt “Help me track approval requests for this library and create a view grouped by status. Highlight overdue or stalled items and suggest next steps.”

Rules​

What’s new: Configure simple email notifications when content or metadata changes.

Why it matters: Stay on top of what matters — get notified automatically instead of manually checking for updates.

Try this prompt “Send an email reminder to the file owner, 5 days before the review by date.”

Quick Steps​

What’s new: Add your favorite actions right into the grid for one-click reuse.

Why it matters: Put the actions you repeat most within instant reach, reducing routine clicks.

Try this prompt “Add a button to update the review by date to today and set the status as under review.”

Build and use Skills​

Built-in (out-of-box) Skills for the full Skill lifecycle​

What’s new: Copilot now uses built-in skills to help you create your own skills, set up automation, and initialize a site (including a SharePoint.md starter).

Why it matters: It's now easier to turn your team’s repeatable processes into reusable AI skills — without starting from scratch — so work stays consistent and scalable.

Try this prompt “Follow approved layouts and branding — then save this as a skill so my team can reuse it.”

Discover skills with /Skills​

What’s new: Anyone on a site can type /Skills to see the list of skills available in that context.

Why it matters: /Skills makes your team’s custom skills more discoverable, so people actually use the shortcuts you’ve built.

A clearer, more trustworthy chat experience​

This month brings a set of refinements that make answers easier to read, verify, and trust:

Better citations — Citations are now compact and clickable, so you can jump straight to the source.

Sensitivity labels in chat — Copilot now surfaces sensitivity labels on content to help prevent oversharing and meet privacy requirements.

Clickable links — All links in chat are now properly formatted and clickable.

Reasoning transparency — For reasoning models, Copilot can now show its chain-of-thought so you can follow how it reached an answer.

Try this prompt “Based on the documents in this library, what are the key deliverables for the Q3 product launch and who is responsible for each?”

Faster ways in — the Copilot button​

• 1-click Q&A — A prompt box right in the Copilot button lets you fire off a question faster, without opening the full pane.
• Helpful nudges — Contextual coach messages introduce people to Copilot and point them to the button, so more of your team discovers what it can do.
• --about — A handy power-user command that tells you which model and version you’re using.

For admins & site owners​

• One model provider — Copilot in SharePoint now runs on the latest reasoning OpenAI model for everyone, without a fallback model. This means high quality answers and easier management.
• Show/Hide the Copilot button per site — Site owners get a setting to disable the Copilot button for site visitors on a per-site basis — useful for governance on sensitive sites.

Try it today​

Copilot in SharePoint is available for users with a Microsoft 365 Copilot license. For ready-to-use prompts and step-by-step guidance, explore the Copilot in SharePoint adoption hub and the Getting Started prompt library. If Copilot in SharePoint has not yet rollout to your tenant as on by default, your IT Admin can opt in to the preview following the instructions here.

Bring us your business challenge! Work directly with Microsoft Engineering to design and deploy a real Copilot in SharePoint solution for your organization. From knowledge management to custom skills and workflow automation, we'll help selected Microsoft 365 Copilot customers go from idea to production. For free. Nominate your scenario here