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Getting Started with Copilot Studio: Your PAA & FAQ Guide

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UhLukas
Iron Contributor
Nov 26, 2025

Welcome to the Copilot Studio User Group! We’ve compiled the most frequently asked questions (FAQS) from new members to help you quickly build custom AI copilots using Microsoft’s powerful low-code tools. This guide provides quick answers and key information to help you start transforming your employee and customer experiences effectively.

What is Microsoft Copilot Studio?

Microsoft Copilot Studio is a low-code, graphical tool within the Power Platform used for building and conversational bots. It empowers users, even those without extensive technical backgrounds, to create sophisticated logic and connect to various data sources and services using prebuilt or custom plugins.

Is Copilot Studio easy to use for beginners?

Yes Copilot Studio is designed to be easy for beginners. You only need to describe the agent you want in plain language to start creating it. The platform uses a graphical, low-code interface that streamlines the process of defining instructions, knowledge sources (like documents), and conversation triggers, making it accessible to most users.

What is the difference between Microsoft 365 Copilot and Copilot Studio?

Microsoft 365 Copilot is an AI assistant that integrates across Microsoft 365 apps (Word, Excel, Teams, etc.) to enhance productivity. Copilot Studio, conversely, is a development platform used to build customised AI agents that are tailored to specific business goals or data sources. Copilot is the agent you use; Copilot Studio is the tool you use to build or extend agents.

Do end-users need a specific license to use a Copilot I create?

Yes, licensing for end-users depends on how and where the custom copilot is deployed. While development often requires a Power Platform or Azure subscription deploying the bot across an organization may require specific Copilot licenses for the end-users accessing the agent. Check the official Microsoft licensing documentation for your specific scenario.

How can I add SharePoint data as a knowledge source for my Copilot?

You can connect your Copilot agent to SharePoint data using the generative answers feature in Copilot Studio. The agent can search documents stored in a SharePoint document library. Be aware that there can sometimes be nuances with how attachments versus core document libraries are indexed, which the community is actively discussing in the forums.

We hope this formatted FAQ helps you quickly find the information you need! If you have more questions, please use the discussion board to connect with the community.

Published Nov 26, 2025
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