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Simply SharePoint Weekly • End of Year Edition
Let’s wrap up the year Copilot-ready ✨
This week we’re talking metadata, Copilot changes coming in March 2026, and the hard truth about building SharePoint agents.
Plus: two end-of-year codes to celebrate.
What’s inside this week
✅ 3 blog posts (metadata, Copilot changes, SharePoint agents)
✅ 1 podcast episode (the hard truths of agents)
✅ A big Workflow Cards announcement + end-of-year codes
🎉 End of Year Celebration
You made it through another year of Microsoft 365 “where did that file go?” energy — so here are two goodies:
FREE Collaboration Guide (normally $19)
Use code: COLLABORATION365
Grab it, save it, and send it to the colleague who keeps storing “final final v7” in their Downloads folder.
Get the Freebie →
Big Announcement
Microsoft 365 Essentials Workflow Cards are HERE
6 decks are available right now, with the final 2 decks launching in the coming weeks.
Each deck is a complete learning resource for Microsoft 365 — combining bite-sized workflow cards with a
comprehensive step-by-step manual so your team can learn as they work.
✅ Available Now
• Collaboration Essentials — co-authoring, feedback, version control, external collaboration
• Sharing & Permissions Essentials — secure sharing, links, access levels, external users
• Copilot & AI Essentials — practical Copilot use with no premium licence required
• Organisation & Metadata Essentials — AI-ready libraries, metadata, views, naming conventions
• Teams & Meetings Essentials — run better meetings with structure and confidence
• Document Lifecycle Essentials — creation, approval, retention, archiving
⏳ Coming Soon
• Productivity & Workflow Essentials — automation, optimisation, working smarter
• Navigation & Access Essentials — finding content fast and controlling access properly
Why teams choose these decks
• complete, essential Microsoft 365 learning resources
• bite-sized guidance you can use in the moment
• no videos, no courses, no logins required
• learn while you work — not before or after
• perfect for onboarding, refreshers, and everyday use
Buy the Workflow Cards →
🎉 End-of-year bonus: use code CARDS20 for 20% off.
📝 Blog Posts
Why Your SharePoint Site Needs Metadata (And How to Get It Right for Copilot)
Metadata is the difference between “Copilot that helps” and “Copilot that confidently makes stuff up because it can’t find the right content.”
Here’s how to start simple and do it properly.
Read the post →
The Changes to Microsoft Copilot Coming in March 2026 — and What That Means For You
“Copilot is free” is the headline. The details are where it gets interesting. Here’s what’s changing in March 2026 and what you should do now.
Read the post →
Building SharePoint Agents: Why It’s Harder Than You Think (And What It Really Takes)
Agents don’t fail because AI is weak. They fail because the content behind them is messy. Permissions, structure, governance — it all matters.
Read the post →
🎙 Podcast
The Hard Truths of Building a SharePoint Agent
The deeper conversation on what really makes agents work (and why most teams underestimate what’s required).
Listen now →
💡 Tip of the Week
If you’re starting metadata, don’t create 25 columns on day one. Start with the minimum useful set:
Document Type, Department/Function, Status, Owner, and a simple Topic/Category.
Your goal is consistency first — you can always expand later.
🎁 Freebie of the Week
The Collaboration Guide is a simple “where do I save this?” decision helper for OneDrive vs Teams vs SharePoint —
with real scenarios (draft → collaborate → publish).
🍸 Weekly Pop Culture Moment
End of year energy is officially here, which means I’m leaning fully into my inner Miranda Priestly.
If your SharePoint is organised and Copilot-ready… that’s all.
Watch the Devil Wears Prada-style clip 🎬
Microsoft 365 chaos. Me walking in like I own the place. Very therapeutic.
Watch the reel →
Thanks for being here this year — truly. If you want to start 2026 with a SharePoint that’s organised, searchable, and Copilot-ready,
the Workflow Cards are the easiest way to make that happen without turning it into a massive project.I will be taking a break from Simply SharePoint over the coming weeks and will be back in the New year with new podcast episodes, blog posts and other exciting products are in the works.
See you next year,
Liza
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Liza | Simply SharePoint
“Simplifying SharePoint, one step at a time.”
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