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Copilot Studio + SharePoint: Markdown (.md) Files in Doc Libraries Supported as Knowledge Sources?
Hi all, We’ve been doing some deeper testing with Copilot Studio agents grounded in SharePoint knowledge sources, and I’m hoping to clarify whether what we’re seeing is a known limitation or an undocumented gap. Scenario A Copilot Studio agent uses SharePoint document libraries as a knowledge source The library contains Markdown (.md) files that are intentionally used as canonical design references The same .md files: ✅ Work well when uploaded directly to the agent ❌ Are not retrievable or citable when stored in a SharePoint library and added as a SharePoint knowledge source To help with grounding, we created modern SharePoint index pages that: Explain what the markdown collections are (Patterns, ADRs, Guardrails) Link directly to the canonical folders and files Explicitly state that the .md files are the source of truth The agent can: Discover and summarize the index pages correctly Understand that .md artifacts exist and where they live But it cannot: Read the content of the individual .md files Apply a specific pattern or ADR from those files in a design conversation Cite them as sources, even when permissions and search indexing are confirmed What We’ve Checked Permissions (agent user has access) Folder depth (kept shallow) Search results (markdown files appear in SharePoint search) SharePoint indexing status Work IQ enabled Same content works when attached directly to the agent This behavior also seems consistent with what others have reported here: Markdown works when uploaded directly Markdown retrieval degrades when hosted in SharePoint libraries Questions for the Product Team / Community Are Markdown (.md) files in SharePoint document libraries officially supported as Copilot Studio knowledge sources today? If yes, are there specific constraints (file size, rendering, parsing, indexing) that differ from Word/PDF? If no (or “not yet”), is this a known limitation on the roadmap? Is the recommended pattern to: Convert important markdown files into .aspx pages, or Use thin “index / summary” pages and keep markdown canonical until retrieval improves? We’re happy to adapt our information architecture — just trying to align with the intended platform direction rather than work against it. Thanks in advance for any guidance or clarification. This capability is extremely powerful, and clearer expectations here would help a lot of teams make the right design tradeoffs.Welcome let's get started
Welcome to the Copilot Studio Community on Microsoft Tech Community! We're thrilled to announce that Copilot Studio now has a dedicated home on the Microsoft Tech Community, and we'd love for you to be part of it from day one. Whether you're just getting started with building Agents in Agent Builder or you are a pro building agents and automations with Copilot Studio, this is your space to: Ask questions and get answers from the community and Microsoft experts Share what you've built — show off your agents, flows, and use cases Stay up to date on the latest features, releases, and best practices Connect with peers across industries who are shaping the future of AI-powered work The community is open to everyone, from first-time explorers to seasoned pros. Every question asked and every insight shared makes this a better resource for all of us. We can't wait to see what you build. Welcome!File Uploads Not Passed to Custom Engine Agent in Microsoft 365 Copilot Chat
Hi all, I'm working with a custom agent built in Copilot Studio (full authoring experience — topics, knowledge sources, agent flows) published to both the Microsoft Teams channel and the Microsoft 365 channel. I've noticed a significant UX discrepancy when it comes to file and image attachments, and I want to confirm my understanding and check whether any workaround or roadmap item exists. What works: ✅ File/image uploads work as expected in the Copilot Studio test pane ✅ File/image uploads work in Teams chat when interacting with the agent What doesn't work: ❌ File/image uploads do not reach the agent when interacting via the Microsoft 365 Copilot app (both the desktop app and the web experience at microsoft365.com) The UX problem: The M365 Copilot app presents a "+" button in the chat input area with options including "Upload" and "Take screenshot." Users naturally assume these options work. The file even appears as an attachment in the sent message — but the agent never receives it. There's no warning, error, or indication to the user that the attachment was silently dropped. This creates a misleading experience, particularly for end users who have no visibility into the channel behavior differences. What I've found so far: I'm aware this is documented as a known issue for custom engine agents in the Microsoft 365 Copilot Extensibility Known Issues page: "File attachments — Users can't upload files in agent chats and the agent can't return files for download." I also found a related GitHub issue (OfficeDev/microsoft-365-agents-toolkit #15325) where a Microsoft team member confirmed this is a "Copilot platform shortage" — not an Agents Toolkit issue — with no published ETA. My questions for the community and any Microsoft product team members: Is there any currently supported workaround to enable file/image input for a Copilot Studio agent running in the M365 Copilot app (desktop or web)? For example, any manifest configuration, agent settings, or alternate approach? Is this limitation being actively worked on? Is there a roadmap item or Microsoft 365 feature ID that can be tracked for when file attachment support is extended to custom engine agents in the M365 Copilot chat experience? Is the UI behavior (showing upload options that don't work) being addressed separately? Even if full file processing isn't ready, a visible warning or disabled state in the UI would significantly reduce user confusion. Any insight from others who have hit this — or from Microsoft PMs — is appreciated. Happy to share more configuration details if helpful. Thanks! BrianFix: Hyperlinks render as plain text in Copilot app (but work in the test pane in Copilot Studio)
My use case SharePoint knowledge-retrieval agent built in Copilot Studio to answer employee questions from internal policy and guidance documents. These documents, in addition to text content, contain embedded hyperlinks to internal apps and resources (intranet pages, expense app, ticketing tools etc.). It was important for these links to be surfaced in the agent response so employees can directly follow the link - so they needed to be clickable hyperlinks, otherwise the answer was effectively incomplete. Note that I am not using specific topics/actions to create generative answers. I'm relying solely on instructions. The problem Hyperlinks from the source documents appeared as clickable links in Copilot Studio test pane, but when the same agent was published and accessed via the M365 Copilot app, the links were displayed as plain text - not clickable. My original instructions told the agent to include hyperlinks in content & I also verified that the hyperlinks in the source documents were all absolute URLs. 🙌 What changes finally worked Keeping the original "include links" directive and adding a strict formatting rule that requires both Markdown formatting and an HTML <a> tag wrapper, with the URL preserved exactly. The final instruction lines I included: If hyperlinks are contained within the source content and related to the answer, ALWAYS include them in the response. ALWAYS format the link as full Markdown and preserve the URLs exactly within an HTML <a> tag. What was the problem Copilot Studio is a forgiving renderer. M365 Copilot app uses a stricter markdown rendered that can supress hyperlinks that don't come be default in the format it expects. Hence, including an explicit hyperlink formatting in the instructions helps. I hope this helps someone and saves a few hours in troubleshooting the issue 😉📣 Microsoft Copilot Studio and Agent Roadmaps Have a New Home
Microsoft Copilot Studio and Agent Roadmaps Have a New Home Starting July 2, 2026, feature updates for Microsoft Copilot Studio, Sales Agent, Finance Agent, and Service Agent, will be published on the Microsoft 365 Roadmap. This creates a single destination to discover what capabilities are coming next across Microsoft 365 core apps, Copilot, agents, and more. As part of this transition, Release Planner will no longer be a source for feature information for these products. Future updates will be available through the Microsoft 365 Roadmap, making it easier to stay informed, plan ahead, and leverage AI-powered experiences that can discover and consume information more effectively. What you need to know No immediate action is required Update any saved Release Planner bookmarks to the Microsoft 365 Roadmap Begin using the Microsoft 365 Roadmap as your primary source for feature updates Share this change with stakeholders who currently rely on Release Planner Resources: Stay up to date on what’s new and what’s next: Microsoft 365 Roadmap Microsoft 365 Copilot release notes Microsoft 365 Copilot Roadmap Webinar - Register today Get started with AI-powered change insights: Microsoft MCP Server for Enterprise - Gives MCP-compatible AI tools secure, read-only access to your organization’s Message Center and Service Health data, enabling personalized summaries, impact analysis, and stakeholder communications based on your existing permissions and security controls. Microsoft Release Communications MCP Server - Provides free, natural-language access to official Microsoft 365 Roadmap and Azure Updates information, enabling AI agents to answer questions about upcoming features, rollout timelines, and product changes. We're excited to bring roadmap information together in one place to deliver a more consistent, accessible, and AI-ready experience for planning what's next.Looking for ideas: Reducing "Allow" prompts when using SharePoint Knowledge
Hello community members! I'm hoping to get some advice from people who may have come across a similar challenge with their Copilot Studio "SharePoint knowledge retrieval" agents 🤞 Current setup Agent set up in Copilot Studio and published to channels - M365 Copilot and Teams Agent is connected to 4 SharePoint folders (I'm using Method#1 - see below screenshot for reference). This is essential because the documents inside the folders contain both text and image-based content. This is the only method that brings results Users have permissions to access the content in these folders Problem We are currently preparing to roll out this agent but we've hit a user experience issue that is becoming a blocker for moving forward. When a user interacts with the agent for the first time, they are asked to click "Allow" ... 4 times .. one for each of the folder that the agent is connected to This experience feels heavy for users (based on our pilot feedback) and people give up after the first or second time because they think it is not working. In spite of comms and a video about having to repeat this action until done. We want the first time experience to be as smooth as possible to drive adoption. Also, we are going to expand the solution to include more folders soon - so there is also a concern that number of consent prompts could grow further. What I've tried Used Method#2 to connect to SharePoint folders. While this didn't pop up the "Allow" prompts, as indicated earlier, this approach doesn't work because it doesn't return any results from documents as they contain both text and image content. Tried Method#1 to connect to the library (and use instructions to indicate necessary folders) - this didn't work because the method doesn't allow to connect to libraries. Note - I cannot restructure the library and put all the documents into one folder because that's the way the documents have been maintained for a long time & direct links to the folders are being used across the organization via. emails, decks etc. Looking for advice Has anyone found a way to reduce or eliminate these consent prompts? Are there any other recommendations on using SharePoint as a knowledge source that respects user permissions without these consent prompts? Does anyone know why Method#1 and Method#2 have different user experiences where the first one prompts for consent and the second doesn't?
All Copilot Studio Workflow Tools Suddenly Returning HTTP 403 Before Execution
Hello Copilot Studio Community, I am experiencing an authorization issue with multiple workflows connected to an agent built using the Copilot Studio new experience and new Workflows experience. These workflows worked successfully for multiple users yesterday. Today, all workflow tools connected to the agent began returning an immediate HTTP 403 authorization error. I did not intentionally change the agent, workflows, environment, or workflow permissions before the issue started. Error message: You don’t have permission to use this tool. You’re signed in, but access to this resource is blocked. Error details: Authorization - 403 Example error information: Status: Failed Error message: Flow returned HTTP 403 Error code: Http403 Inner error code: NotSpecified Tool duration: Approximately 93 milliseconds Configuration: - Copilot Studio new agent experience - Copilot Studio new Workflows experience - Agent and workflows are in the same Power Platform environment - Workflows use the "When an agent calls the workflow" trigger - Each workflow includes a "Respond to the agent" action - Workflows are saved and published - Agent is saved and published Observed behavior: The problem affects several independent workflows, including: - New-request submission - Current-user identity resolution - Approval decisions - Requester justification - Executive decisions - Fulfillment updates For every affected workflow: - The agent fills the workflow inputs correctly. - The tool call fails almost immediately. - No corresponding run appears in the workflow Activity history. - The workflow trigger is never reached. - No workflow actions execute. Because no workflow run is created, the rejection appears to occur before workflow execution, possibly within the Copilot Studio agent-to-workflow authorization or invocation layer. Troubleshooting already completed: - Confirmed that all workflows are published. - Confirmed that the agent is published. - Tested in a completely new conversation. - Removed an affected workflow tool from the agent. - Saved the agent. - Added the same published workflow back to the agent. - Reconfigured and verified the tool inputs. - Republished the agent. - Confirmed that no workflow Activity run is created. - Confirmed that the issue affects multiple workflows rather than one specific workflow. Removing and re-adding the workflow did not resolve the problem. Questions for the community: 1. Is anyone else currently experiencing HTTP 403 errors when Copilot Studio agents invoke workflows? 2. Is this a known issue or regression in the new Workflows experience? 3. Is there an environment-level or tenant-level permission that controls agent-to-workflow invocation? 4. Could a tenant policy, Conditional Access change, service principal, connection reference, or workflow-sharing configuration cause all workflow tools to fail simultaneously? 5. Where can an administrator find detailed authorization logs when the workflow never creates a run? 6. Has anyone found a workaround for this issue? Any guidance or confirmation from others experiencing the same behavior would be appreciated. I can provide screenshots, complete error details, timestamps, and additional configuration information if needed. Thank you.
Copilot agent sending emails to incomplete tasks
Hi Folks, I am new to this forum but want to share an interesting thing which I did with my first copilot agent. I have built an agent which can read incomplete number of "time-reported hours" from timesheet report and send individual emails to all those with "missing hours" in the body of email. This acts as a reminder for all the folks who missed filling their timesheets. The agent has worked well so far.
New Agent experience - how to add Fabric data agent
When using the new (Agent) experience in Copilot studio how can you add Fabric Data agent as connected agent ? There does not seem to be an option. Also should adding it as an MCP server be supported (under Tools) ? https://learn.microsoft.com/en-us/fabric/data-science/data-agent-mcp-server says the following: Currently, you can use the Fabric data agent MCP server only in VS Code. If you're using your own MCP client, it can also work, as long as you set up authentication Has anyone tried this? If yes, by using with authentication? OAuth2? Thanks
Can Copilot Studio agent connected via WhatApp channel escalate to representative?
We have built a Copilot Studio agent that uses adaptive cards and connected it through a WhatApp channel. We want this agent to be able to escalate a customer to a representative should they need assistance while communicating with the bot, however, with the current channel set up we use it is not possible. We had managed to connect the agent via Dynamics and WhatsApp simultaneously, but we then had double messages coming through on the WhatsApp chat, now we are only connected through the WhatApp channel. Is there a way for us to also connect through Dynamics in order for customers to be able to escalate to a customer representative? Or is there a way for us to allow for escalations via the WhatsApp connection?
