Forum Discussion
How to retrieve all the documents on SharePoint using custom copilot.
Hi, I have created a custom Copilot on a SharePoint site for retrieving all documents stored on the SharePoint site. However, in response, I don't get all the relevant documents; I only get the top 2...
Hello frankfalvey, I have followed all the steps you mentioned. I am testing the bot, but it is not retrieving all the files. I would like to access the entire folder content when I specify the folder name. not just top 2-3 results.
If your custom Copilot is not retrieving all the files on SharePoint, here are some troubleshooting steps you can try below.
Check Permissions:
Ensure that the Copilot has the necessary permissions to read files from SharePoint. The required scopes are Sites.Read.All and Files.Read.All. These should be specified in the Microsoft Entra ID App Registration.
File Size Limit:
There is a file size limit for the files that Copilot can process. Files larger than 3 MB may not be retrieved. If you have larger files, consider splitting them into smaller files.
Update Authentication Settings:
Verify that the authentication settings configured in the Copilot are correct. The Copilot must use manual authentication with the Service Provider type of Microsoft Entra ID (formerly Azure Active Directory).
Refresh Data Sources:
If you’ve recently added new files to SharePoint, make sure to refresh the data sources in the Copilot Studio so that the Copilot can access the latest content.
Check File Types and Names:
Ensure that the filenames and file types are supported by SharePoint and that they do not contain any special characters or formats that are not recognized.
Sync Issues:
If there are sync issues with SharePoint, consider updating to the latest version of OneDrive, stopping syncing and running setup again, or unlinking OneDrive and running the setup again.
By following these steps, you should be able to resolve the issue with your custom Copilot not retrieving all files on SharePoint.
Check Permissions:
Ensure that the Copilot has the necessary permissions to read files from SharePoint. The required scopes are Sites.Read.All and Files.Read.All. These should be specified in the Microsoft Entra ID App Registration.
File Size Limit:
There is a file size limit for the files that Copilot can process. Files larger than 3 MB may not be retrieved. If you have larger files, consider splitting them into smaller files.
Update Authentication Settings:
Verify that the authentication settings configured in the Copilot are correct. The Copilot must use manual authentication with the Service Provider type of Microsoft Entra ID (formerly Azure Active Directory).
Refresh Data Sources:
If you’ve recently added new files to SharePoint, make sure to refresh the data sources in the Copilot Studio so that the Copilot can access the latest content.
Check File Types and Names:
Ensure that the filenames and file types are supported by SharePoint and that they do not contain any special characters or formats that are not recognized.
Sync Issues:
If there are sync issues with SharePoint, consider updating to the latest version of OneDrive, stopping syncing and running setup again, or unlinking OneDrive and running the setup again.
By following these steps, you should be able to resolve the issue with your custom Copilot not retrieving all files on SharePoint.
- frankfalvey Thank you, I will give that a try.
vaibhav1080 did you have any luck? i am currently stuck at the same problem
- Suzanoo Not yet, but I've seen on the MS Copilot site that they are releasing Copilot for SharePoint, so hopefully, we won't have to build one now.
