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What’s New in Microsoft 365 Copilot Wave 2: Create, Notebooks & Smarter Workflows

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The Hidden Cost of Work Bottlenecks

Even in well-run enterprises, productivity losses creep in. According to McKinsey (2023), knowledge workers spend 20–30% of their week searching for information. Add in time formatting slides, rewriting reports, or consolidating meeting notes, and you see why productivity gains often stall despite investments in technology. 

Microsoft 365 Copilot Wave 2 is designed to change this. But the real opportunity lies not in the features themselves but in how organizations adopt them to drive measurable results. That’s where consulting expertise becomes crucial. 

1. Create Experience: Ideas to Assets in Minutes

Wave 2 introduces Create, a capability that turns prompts into polished, branded outputs whether it’s a sales deck, a marketing flyer, or an internal newsletter. What previously required design cycles or external agencies can now be done by anyone in minutes. 

Forrester’s Total Economic Impact study found that organizations using Copilot reduced content production time by 50 – 70%, especially in marketing and communications. That’s not just faster work it’s campaigns launched weeks earlier and opportunities captured instead of delayed. 

In our work at UCS, we’ve seen that while most organizations already have brand guidelines, enforcing them across hundreds of employees is a real challenge. By configuring Create to align with company templates and approval workflows, we help clients ensure every asset no matter who produces it matches brand standards. The result: faster output without sacrificing consistency or compliance. 

2. Copilot Notebooks: Turning Context into Insight

Teams often drown in fragmented information. Meeting notes live in OneNote, project updates in Teams, reports in SharePoint, and action items in email threads. The knowledge exists —but pulling it together consumes hours. 

With Copilot Notebooks, all these inputs can be gathered in a single workspace. Leaders can ask questions like, “What were the recurring risks flagged in last month’s status calls?” and Copilot instantly surfaces answers, grounded in organizational data. 

At UCS, we piloted Notebooks with a financial services client struggling with compliance audits. Their teams previously spent 3 – 4 days consolidating documentation for each audit cycle. By centralizing content and training users on how to query it effectively, the process dropped to under two hours. This isn’t just efficiency it’s a cultural shift, where teams rely on AI to synthesize knowledge instead of manually chasing it. 

3. Smarter Search: From Hunting to Finding

Search has always been a productivity black hole. IDC estimates that ineffective search and data management cost businesses $3.1 trillion globally each year. 

Wave 2 enhances Copilot’s search across Teams, Outlook, SharePoint, and even third-party tools like Jira and Slack. Instead of returning files, it delivers contextual, AI-ranked insights transforming how employees retrieve knowledge. 

But in practice, enterprise search is rarely plug-and-play. In our consulting experience at UCS, we’ve seen organizations adopt Copilot search only to realize results were cluttered or exposed the wrong datasets. The difference comes from configuring custom connectors, defining governance, and aligning search permissions with compliance policies. Done right, search becomes a strategic asset; done wrong, it creates risk. 

4. Agents, Memory & Personalization

Wave 2 introduces the Agent Store, where pre-built assistants like “Analyst” or “Researcher” extend Copilot into specialized tasks. Combined with memory and personalization features, Copilot adapts to team workflows while maintaining enterprise security. 

For example, one manufacturing client we worked with deployed a customized “Analyst Agent” to automate weekly production reports. Previously, managers spent 6 – 8 hours per week compiling and formatting spreadsheets. With the agent, those hours were reclaimed for process improvements leading to faster decision-making and higher output on the production floor. 

Our role at UCS is helping clients identify where agents will deliver measurable ROI, then piloting them in controlled environments before scaling. That ensures agents don’t just exist in theory but deliver tangible results. 

5. One Copilot App, Many Possibilities

Perhaps the most visible change in Wave 2 is the redesigned Copilot app, available across desktop and mobile. It consolidates chat, creation, search, and agents into one hub turning Copilot from a collection of features into an everyday productivity environment. 

For adoption, this matters more than most leaders realize. At UCS, we’ve seen firsthand that when employees have to juggle multiple tools, adoption drops. When everything lives in one app, usage skyrockets. That’s why our implementations focus on training and adoption strategy as much as technical rollout. 

Why This Matters for Your Business

Wave 2 isn’t just about new features it’s about outcomes: 

  • Marketing teams deliver campaigns 2x faster with Create. 
  • Project managers reclaim 2 – 3 hours weekly by using Notebooks. 
  • Executives receive decision-ready briefs instead of raw data dumps. 
  • Operations teams free managers from repetitive tasks through Agents. 

Organizations that adopt early will embed these efficiencies into their culture while late adopters will be left playing catch-up. 

Where UCS Fits In

At UCS (Upsquare Consulting Services), we’ve helped organizations across manufacturing, financial services, and professional services translate Microsoft innovation into real business results. Our structured three-phase approach Foundation, Pilot, Scale ensures adoption is secure, measurable, and aligned with strategic goals. 

Wave 2 is here. The question isn’t whether to adopt but how to adopt in a way that maximizes ROI while managing risk. That’s where UCS comes in: not as a vendor, but as a partner in your digital transformation journey. 

Schedule a complimentary Copilot Wave 2 Readiness Assessment… In this 30-minute session, we will provide: A clear analysis of the top 3 Wave 2 features. an evaluation of your current readiness, a high-level action plan.

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