Forum Discussion
Copilot M365 search to retrieve documents with certain Metadata/Tagging/Formart within Organization'
How can we retrieve documents with certain Metadata or Tagging or Format within Organization's SharePoint using Copilot for Microsoft 365? regards
Copilot for Microsoft 365 is a powerful tool, it currently doesn't directly interact with SharePoint search for retrieving documents based on metadata, tagging, or format.
SharePoint has built-in search functionalities that allow you to filter documents based on various criteria, including metadata (managed properties), tags, and file format. Access the SharePoint document library and utilize the search bar at the top. You can combine keywords with property filters to refine your search. For instance, you can search for "marketing plan" and filter by "department" metadata containing "Marketing" and file format "docx."
Microsoft Search integrates with SharePoint and other Microsoft 365 services. You can access the search bar within Teams or the Microsoft 365 app launcher. Similar to SharePoint search, you can use keywords and filter by properties to find relevant documents.
For more complex search requirements, consider exploring Content Services in Microsoft 365. This service allows creating custom search queries based on metadata and other factors. Content Services might require some administrative setup, but it offers a powerful way to search across various information sources within your organization.
I hope this helps!
If you find this response helpful, please consider marking it as the Best Response and giving it a like. I am also developing a Copilot solution and invite you to subscribe to my blog at http://www.copilotwithme.com. This site is dedicated to copilot enthusiasts and provides valuable insights and updates about Copilot.
SharePoint has built-in search functionalities that allow you to filter documents based on various criteria, including metadata (managed properties), tags, and file format. Access the SharePoint document library and utilize the search bar at the top. You can combine keywords with property filters to refine your search. For instance, you can search for "marketing plan" and filter by "department" metadata containing "Marketing" and file format "docx."
Microsoft Search integrates with SharePoint and other Microsoft 365 services. You can access the search bar within Teams or the Microsoft 365 app launcher. Similar to SharePoint search, you can use keywords and filter by properties to find relevant documents.
For more complex search requirements, consider exploring Content Services in Microsoft 365. This service allows creating custom search queries based on metadata and other factors. Content Services might require some administrative setup, but it offers a powerful way to search across various information sources within your organization.
I hope this helps!
If you find this response helpful, please consider marking it as the Best Response and giving it a like. I am also developing a Copilot solution and invite you to subscribe to my blog at http://www.copilotwithme.com. This site is dedicated to copilot enthusiasts and provides valuable insights and updates about Copilot.
- Thank you copilotwithme.com,
This is indeed very insightful information.
Just out of curiosity, can we use Copilot M365 Plugins to retrieve documents based on their metadata or tagging?
regards
