Practical notes from real client work
SharePoint architecture, Microsoft 365 Copilot and AI workflows. Written from what's running in real tenants, not from the roadmap.
Contextual Copilot Buttons in SharePoint: One Button, a Different Report for Everyone
The Button web part's Open Copilot in SharePoint action runs a saved prompt as the person who clicks it. Write the prompt in the first person and one button on a page gives every user their own report, scoped to their work and their permissions.
11 August 2026 · 6 min read
Personal Skills in Copilot in SharePoint: Your Own SKILL.md in OneDrive
Site skills are for the team. Personal Skills are the ones only you run, saved as a SKILL.md file in your own OneDrive and available wherever you use Copilot in SharePoint.
9 August 2026 · 5 min read
Build a Live Dashboard from a Microsoft List with Copilot in SharePoint
Copilot in SharePoint can build an HTML dashboard that stays linked to the Microsoft List behind it, launch it from a button on a page, and save the prompt as a skill the whole site can use. The three stack, and together they turn a one-off report into something a team runs every week.
7 August 2026 · 6 min read
What Copilot in SharePoint Can Actually Do: Every New Feature Tested
Copilot in SharePoint has moved well past answering questions about a site. I tested every feature in the July 2026 update, from creating Office files to setting up approvals, and here's what it did and where I'd put the guardrails.
20 July 2026 · 7 min read
How to Build a Compliance Check with Copilot in SharePoint Skills
I built a compliance gate for Statements of Advice with two Copilot in SharePoint skills and a tracking list. The first skill checks every new SOA for the disclosure statement and authority to proceed, the second re-checks and clears it to send. No code, no Power Automate.
18 July 2026 · 7 min read
Can You Use Claude Skills in SharePoint? I Tested Anthropic's Design Skill
People tell me SharePoint skills lack the creative flair of Claude's. So I downloaded Anthropic's frontend design skill, dropped it into a SharePoint site and asked Copilot for an event page from a plain Microsoft List.
6 July 2026 · 6 min readGet these in your inbox. One email a week.
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