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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.
Copilot Studio Knowledge Source Limitation When Iterating Over Multiple SharePoint Documents
Hi, I’m looking for clarification on a limitation we’re currently encountering in Copilot Studio that is blocking some of our use case. Example Scenario (Policy Agent) We have a SharePoint document library containing ~100 policy documents. A Copilot Studio agent is configured with this library as a knowledge source. The agent performs well for typical question-answering scenarios where responses can be derived from a subset of documents. For example: “How much annual leave can I take?” correctly returns answers sourced from multiple relevant policies. Issue When the question requires the agent to evaluate all documents individually, the results are incomplete. Example prompt: “Review each policy document and return the review date.” In this scenario: The agent only processes the first ~10 documents. It then stops, without indicating that the response is partial or that a limit has been reached. The remaining documents in the library are not evaluated. During a recent Microsoft-led course, we were advised that this behaviour is expected due to platform limitations. Specifically: While it will reside over all documents to genereate the most suitable response, the agent is not designed to self‑iterate across all items in a large knowledge source for individual document responses. Asking it to “review each document” effectively requires iteration, which is constrained. The suggested workaround was to: Create a trigger-based flow Implement a loop to process the documents in batches We were able to make this approach work, but it feels like a heavy and brittle workaround for what seems like a common enterprise requirement. We’ve Tried Both available SharePoint knowledge source connection methods Allowing sufficient time for indexing and refresh Rephrasing prompts to encourage broader coverage None of these approaches changed the outcome, the agent consistently returns results for only the first subset of documents. Is this behaviour a documented or known limitation of Copilot Studio knowledge sources? Are there recommended design patterns for scenarios that require document-by-document evaluation at scale? Is there a more native or supported approach planned to avoid custom looping logic for this kind of use case? Any guidance or confirmation would be appreciated. Thanks.
SharePoint lists with Copilot Studio error
I’m seeing a persistent issue when integrating SharePoint lists with Copilot Studio agents. Any SharePoint list I add to an agent results in an error being shown in the Copilot Studio UI, but no error message, diagnostic detail, or failure reason is surfaced. I’ve removed and re-added the list connections multiple times and reproduced the issue across multiple agents, with the same outcome each time. Has anyone encountered this behaviour, or are there known issues or prerequisites (e.g. permissions, connector state, tenant configuration, or recent service changes) that could cause silent failures when integrating SharePoint lists?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! BrianCopilot List error
I’m seeing a persistent issue when integrating SharePoint lists with Copilot Studio agents. Any SharePoint list I add to an agent results in an error being shown in the Copilot Studio UI, but no error message, diagnostic detail, or failure reason is surfaced. I’ve removed and re-added the list connections multiple times and reproduced the issue across multiple agents, with the same outcome each time. Has anyone encountered this behaviour, or are there known issues or prerequisites (e.g. permissions, connector state, tenant configuration, or recent service changes) that could cause silent failures when integrating SharePoint lists?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!📣 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.
Giving AI Agent access to move files between folders
Hi Community, I have built a PDF to Excel reconcilliation AI Agent using Microsoft Copilot that reconciles supplier statements against payables data for our organisation. The agent works well. it reads PDF supplier statements and Excel reports from a SharePoint document library, performs the reconciliation, and produces a structured audit-ready report. However, I am hitting a limitation at the final step. Once the reconciliation is complete, I would like the agent to automatically move the processed supplier statement PDF from its current folder to a subfolder called "reconcilled" within the same SharePoint document library. My question is What is the recommended way to give a Copilot AI Agent the ability to move files between SharePoint folders? Any guidance, documentation links, or examples from others who have implemented similar workflows would be greatly appreciated. Thank you!Archivos bloqueados por Copilot al usarlos como fuentes en OneDrive personal
Hola comunidad, Quisiera compartir un problema que he estado enfrentando al trabajar con Copilot y documentos almacenados en mi OneDrive personal. Al intentar usar ciertos archivos como fuentes para proyectos, Copilot muestra el mensaje “The document is blocked by its content”, impidiendo que el archivo sea procesado. Los documentos afectados incluyen: Proyecto Educativo Institucional (PEI) Reglamento Interno Escolar Plan Anual de Gestión Otros documentos PDF y Excel con contenido normativo o institucional Aunque los archivos fueron creados por mí como persona natural y están en OneDrive personal, Copilot los clasifica como contenido altamente sensible, probablemente debido a: Lenguaje normativo o jurídico Estructura de reglamentos y protocolos Información institucional o disciplinaria Palabras clave asociadas a documentación oficial Formatos PDF/Excel con tablas, artículos o indicadores Entiendo que Copilot aplica filtros de seguridad para evitar procesar documentos que puedan contener información crítica o normativa, pero en este caso se trata de archivos destinados a publicación pública en la web de la escuela. Me gustaría saber: Si existe una forma de marcar estos documentos como seguros desde OneDrive personal. Si hay configuraciones específicas que permitan a Copilot procesar documentos normativos creados por el usuario. Si otros usuarios han enfrentado este tipo de bloqueo con contenido institucional no confidencial. Agradezco cualquier orientación o experiencia que puedan compartir. Saludos, Alex
