Chapter 3 – Copilot Memory – What It Is and How It Helps

Copilot Memory
Copilot Memory

Hi All,

Greetings. LIFE IS BEAUTIFUL 🙂

The Copilot journey continues.

Today, I’m sharing details about Copilot Memory.

What is Copilot Memory?

  • Copilot Memory helps Microsoft 365 Copilot by remembering our preferences, working style, work context and recurring topics
  • To view “Copilot Memory Settings” – navigate to Copilot settings and the select “Personalization” from the left pane
Screenshot of Microsoft 365 Copilot interface showing the chat and settings options.
Image: Copilot Settings
Screenshot of chat settings showing personalization options for tailoring responses in Copilot, including custom instructions, work profile, and saved memories features.
Image: Copilot Memory
  • Instead of repeating instructions like “use bullet points” or “keep it professional,” we can set these once.
  • Copilot then applies them automatically in future responses.
  • We can view, edit, or delete memories anytime in Copilot settings.
  • In case we do not want to save anything a use “temporary chat” option so nothing is saved.
Screenshot of Microsoft 365 Copilot interface showing options for generating content, including a temporary chat feature.
Image: Copilot – Temporary chat
  • Admins can manage Memory through Enhanced Personalization settings, ensuring compliance and privacy.
Screenshot of a chat settings interface showing personalization options and saved memories for a co-pilot feature.
Image: Copilot Memory Settings

What Copilot Will and Won’t Remember

Copilot only saves information when there’s a clear intent to remember.

For example:

  • “I prefer Python for all data science tasks” → remembered
  • “Write Python code for k-means clustering” → not remembered

We have very good learning series for Copilot – https://knowledge-junction.in/category/microsoft-365/microsoft-365-copilot/

Feel free to discuss any Copilot topic.

Thanks for reading.

Prasham Sabadra

LIFE IS VERY BEAUTIFUL. ENJOY THE WHOLE JOURNEY :) Founder of Microsoft 365 Junction, Speaker, Author, Learner, Developer, Passionate Techie. Certified Professional Workshop Facilitator / Public Speaker. Believe in knowledge sharing. Around 20+ years of total IT experience and 17+ years of experience in SharePoint and Microsoft 365 services Please feel free me to contact for any SharePoint / Microsoft 365 queries. I am also very much interested in behavioral (life changing) sessions like motivational speeches, Success, Goal Setting, About Life, How to live Life etc. My book - Microsoft 365 Power Shell hand book for Administrators and Beginners and 100 Power Shell Interview Questions - https://www.amazon.in/Microsoft-Administrators-Beginners-Interview-Questions/dp/9394901639/ref=tmm_pap_swatch_0?_encoding=UTF8&qid=1679029081&sr=8-11

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