Microsoft 365 Roadmap Updates

The Microsoft 365 Roadmap changes constantly. That’s why each week, Planet distills the updates simply and clearly to keep you “In The Know.”

Commercial Priority Update

Week of August 20, 2026

Microsoft OneDrive is adding the ability for users to exclude specific folders from syncing on Windows and Mac, keeping local-only content such as PowerShell modules, Visual Studio configuration, and node modules off OneDrive entirely. Administrators can define folder exclusion rules at the organizational level, giving IT teams consistent control over what does and doesn’t sync across managed devices. For organizations managing developer workstations or devices with large local tooling directories, this update reduces unnecessary storage consumption and keeps cloud sync focused on content that belongs there. The feature is currently rolling out.

Commercial M365 Roadmap Updates

Find out what’s coming, what’s going, and what it means for you and your operations. View all Microsoft 365 roadmap updates for the week of August 20, 2026.

Microsoft Purview compliance portal: Insider Risk Management – Microsoft Fabric risk indicators in Insider Risk Management

With this update, Insider Risk Management extends its risk detection capabilities to Microsoft Fabric products by offering ready-to-use risk indicators based on activities that may lead to a data security incident in Power BI. Organizations can use these new indicators in data theft and data leaks policies.

Microsoft Purview Insider Risk Management correlates various signals to identify potential malicious or inadvertent insider risks such as IP theft, data leakage, and security violations. Insider Risk Management enables customers to create policies based on their own internal policies, governance, and organizational requirements. Built with privacy by design, users are pseudonymized by default, and role-based access controls and audit logs are in place to help ensure user-level privacy.

ID: 475859 Release: Microsoft Purview – GCC, GCC High, DoD Tags: October CY2026

Microsoft Teams: Advanced Collaboration Analytics for GCC

Advanced Collaboration Analytics for GGC provides Teams admins with insights into external collaboration patterns – covering teams, federated domains, channels, guests, and internal users – along with recommended actions to enhance security for external collaboration.

ID: 493742 Release: Microsoft Teams – GCC Tags: October CY2026

Microsoft 365 app: Microsoft Places Support to GCCH and DoD

“Microsoft Places is an AI-powered workplace app for flexible work. Places helps organizations reimagine flexible work with AI, enables employees to connect more easily in person so that they can make the most of in-office days.

ID: 497998 Release: Microsoft 365 – GCC High, DoD Tags: October CY2026

Outlook: User-initiated Copilot insights in classic Outlook

Users can manually select text and ask Copilot to help provide relevant information.

ID: 508524 Release: Outlook – Worldwide (Standard Multi-Tenant) Tags: September CY2026

Microsoft Entra: Windows Hello for Business and macOS Platform Single Sign-on can now be used as a second factor for MFA

Windows Hello for Business (WHfB) and macOS Platform SSO (macOS PSSO) can now satisfy multifactor authentication as a standalone second factor. Previously, these methods only counted as MFA during primary sign-in, and users needed a separate passkey to complete step-up prompts, Authentication Strength policies, and sign-in frequency checks. With this change, WHfB and macOS PSSO work on their own for those scenarios, so more of your users can rely on strong, phishing-resistant sign-in without registering an extra method. What you need to know: Users who have only WHfB or macOS PSSO are now treated as MFA-capable and will no longer be automatically prompted to register another method. Because WHfB and macOS PSSO are tied to a specific device, we recommend having users register a portable method, such as a passkey or Microsoft Authenticator, during onboarding so they can complete MFA from any device.

ID: 568076 Release: Microsoft Entra – Worldwide (Standard Multi-Tenant), GCC Tags: October CY2026

Microsoft Copilot (Microsoft 365): Review PDFs using the Copilot context menu on OneDrive iOS

Microsoft 365 Copilot makes PDF reviews faster and easier on mobile. Select text in any PDF in OneDrive iOS and tap Ask Copilot to explain, summarize, translate, or ask a custom question about the selection — the same in-context Copilot experience already generally available on desktop, now on OneDrive iOS.

ID: 568790 Release: OneDrive, SharePoint, Microsoft Copilot (Microsoft 365) – Worldwide (Standard Multi-Tenant), GCC, GCC High, DoD Tags: October CY2026

Microsoft Edge: Updated horizontal tab appearance

Microsoft Edge is introducing an updated horizontal tab-strip appearance on Windows and macOS. The treatment uses rounded tabs with revised spacing and aligns related tab-strip controls with the refreshed browser-frame design. Tab behavior and enterprise data handling remain unchanged.

ID: 568793 Release: Microsoft Edge – Worldwide (Standard Multi-Tenant) Tags: September CY2026

Microsoft Copilot Studio: Dataverse integration on Copilot Studio

We are enabling Microsoft Dataverse as a native knowledge source in Copilot Studio, expanding the platform’s ability to ground AI agents in structured enterprise data. This enhancement allows organizations to leverage business-critical information stored in Dataverse—including records, customer data, operational data, and business application content—as a trusted knowledge source for agent experiences.

ID: 568929 Release: Microsoft Copilot Studio – Worldwide (Standard Multi-Tenant) Tags: September CY2026

Microsoft Teams: Collect information with list form in Workflows

Starts a workflow with a form to collect the information you need to run the rest of your workflow.

ID: 568932 Release: Microsoft Teams – Worldwide (Standard Multi-Tenant) Tags: September CY2026

Microsoft Teams: Identify custom apps that need updates for Teams private and shared channels

Admins will be able to view in Teams Admin Center a list of custom apps in their tenant that need to be updated to work in private and shared channels. This experience will help admins identify impacted apps, understand which apps require developer action, and coordinate updates so users can continue using custom apps across all supported channel types.

ID: 569019 Release: Microsoft Teams – Worldwide (Standard Multi-Tenant), GCC Tags: September CY2026

OneNote: New Copilot Notebooks design in the Microsoft 365 Copilot app (DoD, GCC, GCC High)

The new Copilot Notebooks design in the Microsoft 365 Copilot app for DoD, GCC, and GCC High clouds now lets users organize related chats, output creations, and references into a persistent AI workspace. Copilot uses the Notebook’s accumulated context to ground responses, so work continues across sessions instead of starting over each time. While this is the quicker, light-weight Notebooks experience, you can still find the workspace-forward experience in OneNote.

ID: 569203 Release: OneNote – GCC, GCC High, DoD Tags: September CY2026

Microsoft Teams: Pop out calls into a new browser window

Microsoft Teams browser app users will be able to pop out calls into a simplified call window that stays available while they navigate away from, hide, or minimize the tab or progressive web app (PWA) hosting the call. This helps users multitask and collaborate more easily during calls.

ID: 569206 Release: Microsoft Teams – Worldwide (Standard Multi-Tenant) Tags: September CY2026

SharePoint: HTML pages

Create HTML with Copilot in SharePoint or upload your own HTML from another source. Once stored in the pages library, you can render HTML as a page in SharePoint, make additional edits, and share with your audience. HTML gives you new ways to present your content beautifully alongside our existing ASPX pages.

ID: 569208 Release: SharePoint, Microsoft Copilot (Microsoft 365) – Worldwide (Standard Multi-Tenant) Tags: October CY2026

Microsoft Teams: Add multiple steps when building a workflow from scratch

You will now be able to add multiple steps to your workflow when building one from scratch.

ID: 569209 Release: Microsoft Teams – Worldwide (Standard Multi-Tenant) Tags: September CY2026

Microsoft Copilot (Microsoft 365): CSV and TSV references in Copilot Notebooks

Copilot Notebooks now supports CSV and TSV files as knowledge sources, allowing users to bring structured lists and tables directly into their projects alongside traditional documents. This additional context helps Copilot generate more relevant presentations, reports, and briefs.

ID: 569210 Release: OneNote, Microsoft Copilot (Microsoft 365) – Worldwide (Standard Multi-Tenant) Tags: October CY2026

Microsoft Copilot (Microsoft 365): JPG and PNG references in Copilot Notebooks

Copilot Notebooks now supports JPG and PNG files as knowledge sources, allowing users to bring images directly into their projects alongside traditional documents. Copilot can use the content within these images, including text, charts, diagrams, and other visuals, as grounding context to help generate more relevant presentations, reports, and briefs.

ID: 569211 Release: OneNote, Microsoft Copilot (Microsoft 365) – Worldwide (Standard Multi-Tenant) Tags: October CY2026

Microsoft Copilot (Microsoft 365): Add Agents and Skills from the Plus menu

Users will be able to insert Agents and Skills in prompts for specialized tasks. They can add them from the Agents and Skills tab after selecting ‘Add work content’ from the plus (+) menu. Users can also access Agents and Skills by typing / and @ in their prompt.

ID: 569213 Release: Microsoft Copilot (Microsoft 365) – Worldwide (Standard Multi-Tenant) Tags: September CY2026

Microsoft Edge: Vertical Tabs update

Microsoft Edge is updating its vertical tab implementation and architecture. Edge is reimplementing capabilities across pane, layout, controls, tab behavior, visual treatments, & embedder customizations. No admin action is required.

ID: 569217 Release: Microsoft Edge – Worldwide (Standard Multi-Tenant) Tags: December CY2026

Microsoft Teams: Malicious URL Protection for Teams Chat and Channels for Gov clouds

Microsoft Teams can now detect and warn users on malicious URLs sent in Teams chat and channels in Gov clouds, increasing protection against malware attacks for Gov clouds customers.

ID: 569421 Release: Microsoft Teams – Worldwide (Standard Multi-Tenant), GCC, GCC High, DoD Tags: October CY2026

Microsoft Teams: App centric management in Teams Admin Center to manage the Apps access for tenants, end-users, and groups in GCC High

App centric management introduces new admin settings to control who in the tenant can install Teams apps. First, admins can set a default value for new apps that are published to Teams app store. Second, admins can edit the availability of an app to “All users can install,” “Specific users and groups can install,” or “No user can install.” This feature evolves the existing app permission policies and provides admins with the ability to manage access to the app individually. The app permission policies for existing customers are migrated to maintain existing app availability in the tenant.

ID: 569433 Release: Microsoft Teams – GCC High Tags: September CY2026

Microsoft Teams: App centric management in Teams Admin Center to manage the Apps access for tenants, end-users, and groups in DoD

App centric management introduces new admin settings to control who in the tenant can install Teams apps. First, admins can set a default value for new apps that are published to Teams app store. Second, admins can edit the availability of an app to “All users can install,” “Specific users and groups can install,” or “No user can install.” This feature evolves the existing app permission policies and provides admins with the ability to manage access to the app individually. The app permission policies for existing customers are migrated to maintain existing app availability in the tenant.

ID: 569434 Release: Microsoft Teams – DoD Tags: September CY2026

Microsoft Teams: Front-of-room view control for Town Hall in Teams Rooms on Android

When a Teams Rooms on Android is invited as a meeting presenter, the front-of-room display defaults to the attendee view. Presenters always have full control from the console, including green room and off-stage management, and can switch the front-of-room display to presenter view without impacting attendees. Available in Teams Rooms Pro.

ID: 562534 Release: Microsoft Teams – GCC High, DoD Tags: August CY2026

Microsoft Purview: Data Loss Prevention – User Based Aggregation of DLP Alerts

Enable aggregation of DLP alerts based on common entities user even when multiple rules are matched. This feature should consolidate related alert events into a single alert object to: Reduce alert noise, simplify investigation workflows, enhance contextual understanding of violations.

ID: 564765 Release: Microsoft Purview – Worldwide (Standard Multi-Tenant) Tags: August CY2026

OneDrive: PDF annotation for sensitivity-label protected PDFs in the OneDrive apps (iOS and Android)

The Microsoft OneDrive apps for iOS and Android will let users annotate PDFs protected by a Microsoft Purview Information Protection sensitivity label that applies encryption — without removing or weakening the label. Users with edit/annotate rights can add a full set of annotations — including ink, highlight, free text, notes, signatures, image/shape/date stamps, bookmarks, and form fields — directly in the OneDrive mobile PDF viewer; the file’s encryption and usage rights are preserved end to end. This applies to the OneDrive apps for iOS and Android only (not OneDrive or SharePoint on the web). The feature is enabled by default for eligible users and requires no new admin action.

ID: 566697 Release: OneDrive – Worldwide (Standard Multi-Tenant), GCC, GCC High, DoD Tags: August CY2026

Microsoft Teams: Multilingual recap available with translation button

After meeting recap is automatically generated in the translation language chosen during the meeting, users can continue to change the language of the meeting recap after its generated.

ID: 567458 Release: Microsoft Teams, Microsoft Copilot (Microsoft 365) – Worldwide (Standard Multi-Tenant), GCC, GCC High Tags: August CY2026

Microsoft Teams: Enhanced live captions settings and right-side panel view

We are improving the live captions experience in Microsoft Teams with new viewing layouts and streamlined configuration options. Users can now view live captions in a new right-side panel, in addition to the existing options of viewing them at the top or bottom of the screen, or popping them out into a separate window.
We are also making it easier to manage caption settings directly within the meeting. By clicking the existing gear icon in the live captions pane, users will see a consolidated menu to quickly configure spoken language, caption styles, and profanity filters without navigating to separate settings panels. Additionally, this menu includes a new toggle to turn on live captions by default for all meetings, as well as a new thumbs-up/thumbs-down feedback mechanism to easily share input on the captioning experience.

ID: 567462 Release: Microsoft Teams – Worldwide (Standard Multi-Tenant), GCC, GCC High, DoD Tags: August CY2026

Microsoft Teams: Expand presenter visibility in ‘Manage what attendees see’ for Teams events

Users will now be able to resize and expand the presenter panel in ‘Manage what attendees see’ options for Teams events. This feature helps make it easier to view, manage, and switch between presenters during events.

ID: 567467 Release: Microsoft Teams – Worldwide (Standard Multi-Tenant), GCC, GCC High, DoD Tags: August CY2026

OneDrive: Exclude specific folders from syncing

OneDrive for Windows and Mac will let users exclude specific folders from syncing, so folders that do not belong in the cloud, such as developer tooling folders like PowerShell modules, Visual Studio configuration, and node modules, stay local on the device instead of uploading to OneDrive. Administrators can define folder exclusion rules for their organization.

ID: 567470 Release: OneDrive – Worldwide (Standard Multi-Tenant) Tags: August CY2026

Microsoft Edge: v.144 – Contextual nudges on address bar offering help summarizing webpages.

Microsoft Edge for Business plans to introduce an easy way for users to get summaries of their open page from the address bar using Microsoft 365 Copilot Chat. This feature seeks to help users more easily understand relevant content and save time.

ID: 489822 Release: Microsoft Copilot (Microsoft 365), Microsoft Edge – Worldwide (Standard Multi-Tenant) Tags: October CY2026

Microsoft Purview: Data Loss Prevention – Granular classification error controls (Exchange online)

Granular Protections for Exchange Online is available in public preview. This release gives administrators fine-grained control to create DLP policies based on specific classification or text extraction failure types — such as timeout, throttling and other scan errors — rather than one blanket policy for all failure conditions.

ID: 561916 Release: Microsoft Purview – Worldwide (Standard Multi-Tenant) Tags: August CY2026

Microsoft Teams: Teams shared display mode and peripheral detection available for DoD environments

Shared display mode in Teams is now available in government DOD environments, enabling more seamless and private meeting hosting from your PC. Additionally, peripheral detection for bring-your-own-device spaces is available for inventory management and reporting through the Pro Management portal.

ID: 567465 Release: Microsoft Teams – Worldwide (Standard Multi-Tenant), DoD Tags: August CY2026

Excel: =COPILOT Function

Use the new =COPILOT function directly in Excel formulas to generate, classify, and summarize text and data. We have decided not to move forward with this feature. We apologize for the inconvenience.

ID: 499658 Release: Excel, Microsoft Copilot (Microsoft 365) – Worldwide (Standard Multi-Tenant) Tags: January CY2027

Excel: =COPILOT Function

Use the new =COPILOT function directly in Excel formulas to generate, classify, and summarize text and data. We have decided not to move forward with this feature. We apologize for the inconvenience.

ID: 499659 Release: Excel, Microsoft Copilot (Microsoft 365) – Worldwide (Standard Multi-Tenant) Tags: January CY2027

Excel: =COPILOT Function

Use the new =COPILOT function directly in Excel formulas to generate, classify, and summarize text and data. We have decided not to move forward with this feature. We apologize for the inconvenience.

ID: 499660 Release: Excel, Microsoft Copilot (Microsoft 365) – Worldwide (Standard Multi-Tenant) Tags: January CY2027

Microsoft Teams: Run SMB admin tasks faster with Microsoft 365 Admin Agent in Microsoft Teams

We have decided not to move forward with this change at this time. We apologize for any inconvenience. SMB Admins can use Microsoft 365 Admin Agent in Microsoft Teams to complete common admin tasks and get guidance on critical setup actions. Admin Agent can add users and assign licenses on behalf of the admin, as well as provide guidance on key SMB related topics such as organisation setup, security settings, and password resets—without leaving the Teams interface.

ID: 558255 Release: Microsoft Teams – Worldwide (Standard Multi-Tenant) Tags: August CY2026

Microsoft Teams: Inline search in compose box

We have decided not to move forward with this change at this time. We apologize for any inconvenience. Teams enables search directly within the compose box using @mentions, allowing you to quickly find and insert Files, Chats, Channels, and Meetings without leaving your message. By extending @mentions beyond people, Teams provides a more unified and efficient way to reference content in context. This experience reduces context switching and helps streamline collaboration within conversations.

ID: 564612 Release: Microsoft Teams – Worldwide (Standard Multi-Tenant) Tags: September CY2026

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