Platform Banner

Copilot (licence) - Prerequisites and limitations of Facilitator Tutorial

Discover the prerequisites and limits of using facilitator in Teams to ensure a flawless session. Learn where facilitator is available, what meeting types support it, and how environment factors like Loop, transcription timing, and external participants shape the experience. From scheduling to sharing methods, this quick guide reveals the essential checks to avoid surprises and maximize post‑meeting value. Tags: copilot (licence), discovery, collaborate.

01:55
587 views
Parteger

Available in AI - Artificial Intelligence

00:00:07

in order to avoid situations where the option cannot be

00:00:10

found or where the result is not what you expected.

00:00:13

The goal is that from the start

00:00:15

you know in what type of meeting facilitator is available.

00:00:19

Which technical conditions can prevent it from working

00:00:22

and which limitations can affect the experience during the session.

00:00:28

To begin,

00:00:28

you need to make sure you are in a scheduled meeting.

00:00:32

Facilitator is not offered in channel meetings,

00:00:34

in instant meetings,

00:00:36

or in calls.

00:00:37

This means that even if you use Teams every day,

00:00:40

the option will not appear if you are not in the right meeting format.

00:00:45

Next,

00:00:46

you must verify that your environment allows the use of loop in

00:00:49

teams because the facilitator experience relies

00:00:52

on meeting notes managed through loop.

00:00:55

When loop is blocked or restricted in your organization,

00:00:58

you may not find the expected experience in the notes tab,

00:01:01

or you may encounter limited behavior,

00:01:04

especially regarding the creation and viewing of content linked to the meeting.

00:01:09

You also need to consider an operational point

00:01:11

that strongly influences the quality of the result,

00:01:15

namely,

00:01:15

transcription.

00:01:17

In practice,

00:01:18

if transcription is not started at the right time,

00:01:21

certain features related to post-meeting follow-up and generated items

00:01:25

can be incomplete

00:01:26

or less usable.

00:01:28

Finally,

00:01:29

you must anticipate the case of external participants.

00:01:33

During a meeting,

00:01:34

access to updates and to certain associated content

00:01:37

can be different for guests outside your organization.

00:01:40

If you work with clients,

00:01:42

partners,

00:01:42

or service providers,

00:01:44

you should therefore plan a sharing method that does

00:01:46

not rely only on live display in teams,

00:01:49

so that everyone receives the information in a consistent way.

Mandarine AI: WHAT YOU SHOULD KNOW

RELATED COURSES This tutorial is part of the following courses

E-learning Débutant

Vu 220 fois

Copilot for Microsoft 365 : Teams

Optimize your meetings and streamline your exchanges with Copilot for Teams and the intelligent Facilitator tool.

E-learning Intermédiaire

Vu 2256 fois

Microsoft Video Training Copilot - Discover and Learn to Use Microsoft Copilot

Master Microsoft Copilot in Microsoft 365 with our video training. Discover how AI can transform your work, enhancing productivity and creativity.

ALL COURSES