Domain 3 of 3 · Chapter 2 of 2

Meetings, Pages, and Collaboration

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Included in this chapter:

  • Copilot in Teams meetings: during and after
  • Copilot Pages: turn an answer into shared work
  • Memory and custom instructions: personalizing answers
  • Exam patterns: matching the feature to the moment

Which collaboration feature fits the task

DimensionCopilot in Teams meetingsCopilot PagesMemory and custom instructions
What it isCopilot inside a Teams meeting and its recapA persistent, shareable canvas in Copilot ChatPersonalization that carries across your chats
When it fitsLive meeting plus catch-up and recap afterTurning an answer into shared, co-edited workMaking future answers fit your role and style
Who it servesMeeting participantsYou plus the colleagues you share the Page withJust you, across every chat
Key preconditionTranscription or recording must be on for after-meeting useStart from a Copilot Chat response, then shareMemory on by default; custom instructions you set yourself
Persists after the sessionRecap persists only if transcribedYes, the Page is durable and editableYes, until you delete a saved memory or instruction

Decision tree

About a Teams meeting?recap, catch up, action itemsYesNeed it after it ends?vs live, during the callYesCopilot in Teams meetingsturn on transcription orrecording, then use RecapNoA team co-edits thecontent together?YesCopilot Pagesshared canvas, real-timeco-editing with CopilotNo: just youMemory andcustom instructionspersonalize your chatsAlways: no transcript means no after-meeting recap;memory is learned, custom instructions are declared
Cheat sheet

Cheat sheet

  • Copilot needs a transcript to recap a meeting after it ends
  • Copilot works live in a meeting even before any transcript is read
  • Copilot offers to catch you up when you join a meeting late
  • Find the after-meeting recap in the meeting chat or the Recap tab
  • Copilot Pages is a persistent, shareable canvas, not a one-off chat reply
  • Turn a Copilot response into a Page from the edit option on the response
  • A Copilot Page co-edits in real time, like a Loop component
  • Use Copilot Pages, not a Word export, when a team must co-edit the answer
  • Copilot memory is learned; custom instructions are declared
  • Copilot memory is on by default and asks before saving important details
  • Copilot memory works without a Microsoft 365 Copilot license
  • Add custom instructions in Settings under Personalization
  • Saved memories persist until you delete them in Settings, Personalization
  • Memory personalizes only you; a Page is a document, not a team assistant
  • Find a meeting time in Outlook by typing a natural-language prompt to Copilot
  • Schedule with Copilot turns an email thread into a ready meeting invite
  • Prepare with Copilot summarizes the context before a meeting starts
  • Sharing a Copilot Page exposes only the page, never your chat session
  • Convert a finalized Copilot Page to a Word document with the Create button
  • The 'Only during the meeting' option discards Copilot data and leaves no Recap
  • Export a long Teams meeting Copilot response with Open in Word, or a table with Open in Excel
  • Build a Copilot Studio agent when the built-in Facilitator or recap can't meet your format
  • Copilot can ground an answer in the current chat, a thread, referenced items, or your org content
  • Refine one section by selecting it first, then asking Copilot to rewrite only that text
  • Editing a shared Page is open to all, but using Copilot inside it needs a Copilot license

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References

  1. Catch up on meetings with Microsoft 365 Copilot in Teams
  2. How Microsoft 365 Copilot Pages works
  3. Collaborate with your team on a Microsoft 365 Copilot Page
  4. Manage Copilot personalization and memory