Joe Cole

Level Up M365

Level Up M365 is a podcast where we aim to demystify the Microsoft 365 platform from an in-the-weeds perspective. Topics may vary, and even meander at times, but we focus on the collaboration apps like, SharePoint, Teams, Power Platform, and Copilot, respectively. Based on the need, we may go a little technical and dig into the landscape of software development, Generative AI (GEN AI), Robotic Process Automation (RPA), etc. Be sure to visit the site for free companion resources and consider sharing/rating us/subscribing as this is the only way to support our effort for the time being.

Autor

Joe Cole

Kategorie

Technology

Podcast-Website

levelupm365.com

Neueste Folge

16. Apr 2026

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#20 Fireside Chat This One Thing Will Stiffen Innovation 16.04.2026

AI Generated Timestamps Episode 20 – Timeline00:03 — Opening Thesis Core statement: “Governance should come after innovation.” Sets the theme: guardrails slow creativity. Host introduces the episode: “Hi all, welcome to another fireside chat.” Notes this is Episode 20 and the second consecutive release. Mentions the previous episode about building an app and optimizing for time to business value ....

#19 Fireside Chat mitigate risk with software development 06.04.2026

Timestamps: 00:03 — Welcome & Episode Setup 00:12 — Episode Theme: Mitigating Software Development Risk 00:20 — A Break from the Usual M365 Focus00:25–00:39 — What a Fireside Chat Means 00:39–00:50 — How This Relates to M365Core Philosophy 00:53–01:26 — Joe’s Background & Context 01:26–01:53 — The One‑Sentence Philosophy 02:05–02:32 — Why Speed Matters 02:32–03:29 — Why SharePoint & Po...

#18 Project for the Web Retirement and Project Management Options in M365 26.02.2026

Timestamps 00:03–00:12 — Show Introduction 00:12–00:52 — Preamble + What’s New 00:52–03:17 — Personal Update (Dominican Republic Trip) 03:17–04:01 — YouTube Channel Update 04:01–10:00 — Message Center Updates (“Message Radar”) MC1235123 — OneNote for iOS Local Backups (04:01–06:42) MC1193421 — Planner Features Being Retired (06:42–07:55) MC1234661 — DLP Blocking Copilot Processing (07:55–10:00) 10...

#17: Gantt Chart Options in Microsoft 365 12.01.2026

Timestamps 00:04–00:27 — Intro Welcome, episode overview, quick note about being under the weather. 00:27–01:24 — Sponsor & Support Self‑funded show; encourages ratings, shares, and coffee donations. 01:24–04:58 — Preamble / Personal Updates Deepening work in software development, extending SharePoint/Power Apps, and using YouTube as a repository for demos. 05:04–09:22 — Message Center Radar M...

#16 From Generic to Genius – Personalized AI with Copilot Memory 14.10.2025

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...

#15 What the heck are Copilot Pages? 17.07.2025

For all the links see full post here - https://levelupm365.com/2025/07/17/podcast-15-what-the-heck-are-copilot-pages/ Timestamps (Generated by AI) 00:02 – Welcome & Introduction  02:25 – Message Center Radar  Joe highlights three Microsoft 365 announcements from the Message Center: MC1085569 : Teams recording policy update — recordings now default to the  meeting organizer’s OneDrive , streaml...

#14 Exploring Copilot Chat Features and Benefits, plus all the retirements coming up 27.05.2025

Timestamps (Generated by AI) [0:00:00 - 0:03:06] Introduction [0:03:06 - 0:07:03] Microsoft 365 News [0:07:03 - 0:09:18] Co-Pilot Chat Features [0:09:18 - 0:11:49] Practical Uses of Co-Pilot Chat, Tip of the Day Links Full Write up - https://levelupm365.com/2025/05/26/podcast-14-exploring-copilot-chat-features-and-benefits-plus-all-the-retirements-coming-up/ Hardcore Software: Inside the Rise and...

#13 Microsoft Build 2025 Thoughts 20.05.2025

Microsoft Build 2025 introduced  over 50 announcements  aimed at  accelerating AI-driven development . Highlights include: Microsoft 365 Copilot Tuning : Enterprises can train Copilot with internal knowledge for  domain-specific tasks . Advanced AI Agents : Microsoft 365 and Teams now support  multi-agent workflows , enabling smarter collaboration. Azure AI Foundry Updates : New  AI models , inclu...

#12 Fireside Chat Agentic AI vs Generative AI Chat Bot 17.02.2025

AI Summary Chatbots are reactive; they respond when prompted (e.g., retrieving a calendar event when asked). Agentic AI (Autonomous Bots) take proactive actions based on predefined conditions (e.g., monitoring tasks for inactivity and flagging overdue ones). Use Case Example : In software development, an agentic bot could take requirements from a structured document, set up databases, create UI fo...

#11 New Teams Chat UI and Calendar plus fun with chat bots 20.01.2025

Episode Summary - New Teams chat UI and calendar coming your way. - Renaming the Teams general channel. - Formatting text with chat bots. Links - Blog Post on New Teams UI- https://www.linkedin.com/pulse/new-microsoft-teams-chat-ui-coming-your-way-joe-cole-24pbe/?trackingId=Zf3d2Y09RLCNVgwfmhUWGg%3D%3D - Follow site for my juicy m365 tips - https://levelupm365.com - AI Generated Transcript - https...

#10 Fireside Chat Increase ROI on M365, reduce data leakage 01.11.2024

Episode Summary Think strategically about adoption and modularity with M365. Get familiar with low-code tools, explore existing configurations, and aim for scalable solutions that other departments can reuse. Don't ignore easy governance, and be cautious of moving towards a commercial off-the-shelf (COT) solution simply because you think it will be easier to implement. Show Notes How to Dedupe dat...

#9 Where do I store stuff on M365 | SharePoint vs Teams vs OneDrive 01.10.2024

Topics covered In the News, Updates to Lists such as a rating system, colored folders in OneDrive, and a crucial updated needed for the MS Forms to Excel Sync M365 Storage Options, SharePoint vs Teams vs OneDrive. We even touch on private folders, guest access, give some thoughts on Azure files, SharePoint attachments and Azure Blog storage. Tip of the day around solid Loop updates Reference Links...

#8 KANBAN Board Supremacy + New Loop and SharePoint eSignature 26.08.2024

Topics covered Loop Guest Access SharePoint eSignature M365 KANBAN options Document Processing using AI Reference Links eSignature release in SharePoint - https://admin.microsoft.com/?ref=MessageCenter/:/messages/MC729720 Overview of eSigntaure in SharePoint from Bright Ideas Agency - https://www.youtube.com/watch?v=3VmPfcUU2xA Loop Guest Access - https://admin.microsoft.com/?ref=MessageCenter/:/m...

#7 Fireside Chat About AI Bots 17.05.2024

Hello and welcome to another fireside chat. Today we are going to talk about the top (3) chat bots that are out there from a philosophical perspective is Google's Gemini the artist formerly known as Bard. Chat GPT, and Microsoft CoPilot. If you like this type of content, be sure to checkout the site: ⁠ https://levelupm365.com/

#6 Collaborative Notes in Microsoft Teams 20.02.2024

In today's episode we cover the topics below, Under the message radar we talk about  Loop components in Channels and Collaborative Notes in Microsoft Teams. The content of the day is related to Joe's thoughts on using Collaborative Notes in Microsoft Teams along with some tips and tricks for better meeting minutes. We wrap up the episode with some neat tricks on de-duping data using a Powe...

#5 SharePoint Sync vs One Drive Shortcut 07.12.2023

In today's episode we going to talk about A new Segment introduction, and that is the Microsoft Message Center News that stuck out to me. Specifically, we are going to talk about App name change for Microsoft Project for the web, and the Planner app convergence. We talk about the SharePoint Sync vs OneDrive Shortcut button. And then we close with the tip of the day. References AI Generated Tra...

#4 Cautions on AI 01.12.2023

Today's episode is more of a fireside chat format where I talk about some of the concerns I have with generative AI (Gen AI) in the enterprise. I am not an expert here, and there's still a lot more to say on this topic. But this little chat is to simply start the conversation. Enjoy! Here is the link to the AI Generated Transcript -https://levelupm365.com/portfolio/episode-4-ai-insights-wi...

#3 The State of Tasks in Microsoft 365 28.11.2023

Below is a paste of the companion write up to his episode. I would highly recommend checking it out as I have supplied a table comparison chart that might help expedite your decision making process. Here is the link - https://levelupm365.com/2022/07/26/the-state-of-tasks-in-microsoft-365/ Also, subscribe to the site pasted below, and follow us on your Podcast apps to stay informed! https://levelup...

#2 You know, you have a free Database? Why I love Microsoft Lists 28.11.2023

Below is a paste of the companion post to this audio only podcasts where you can see visuals to the app mentioned - https://levelupm365.com/2022/07/08/you-know-you-have-a-free-database-why-i-love-microsoft-lists/ Also, subscribe to the site pasted below, and follow us on your Podcast apps to stay informed! ⁠https://levelupm365.com/⁠

#1 Hello World | My First Episode on Level Up M365 28.11.2023

Subscribe to the site below for updates on new content! https://levelupm365.com/

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