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SharePoint Agents AMA
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Thursday, Jan 09, 2025, 09:00 AM PSTEvent details
Join us for an exclusive Ask Me Anything (AMA) session focused on Agents in SharePoint on Thursday, January 9th, from 9:00 AM to 10:00 AM PT.
This session will cover pivotal topics such as setting up agents in SharePoint, understanding user roles and permissions, best practices for scoping content and suggested prompts, understanding security and governance controls, and advanced customization available with Microsoft Copilot Studio.
Agents in SharePoint are designed to be super simple to create and use, making them a perfect starting point for integrating AI with your organizational content. This AMA is a unique opportunity to connect directly with our team of product experts, service specialists, and engineers who specialize in agents in SharePoint. They’ll be ready to discuss and answer your questions on the following topics:
- Product overview: Introduction to the benefits of using agents in SharePoint to interact with content
- Ready-made vs. customized agents: Understand the different ways to leverage agents in SharePoint
- Selecting content for your agent: Tips and best practices for how to scope sites, folders, and files for your agent
- Use cases: Get examples of how different roles and functions are utilizing agents in SharePoint
- Advanced customization: Enhancing your agent with Microsoft Copilot Studio
- User roles and permissions: Best practices for managing agents for SharePoint admins and content editors
- Security and governance controls: Best practices to set up your content for agents
- What Information can agents access: Understand what information agents can access and how agents use this information to assist you
- Product roadmap: What are some of the features and capabilities coming later this calendar year
*Please note, we will not be covering unrelated topics during this session.
How Does It Work?
During this live, chat-based event, our experts will be available to offer personalized advice and discuss the various features and best practices for agents in SharePoint. Whether you're looking to explore advanced functionalities, seeking strategies for better productivity, or have specific questions about the product, our team is ready to assist you.
To participate, simply post your questions in the comments section. We encourage you to submit your questions early and continue to engage throughout the one-hour session. However, please note that we haven’t opened the comments section yet. It will be accessible closer to the AMA date, allowing you to post your questions in advance once it becomes available.
Don’t miss this opportunity to interact directly with the minds behind agents in SharePoint and gain valuable insights to enhance your experience with this essential tool. Mark your calendars and join us for an informative and engaging session!
Note: This is a chat-based event. There is no video or live meeting component. Questions and answers will appear in the Comments section below. Please post each question as a new comment. Comments are open! |
Sarah_Gilbert
Updated Jan 06, 2025
- sriram_vCopper Contributor
Copilot option is not available in my tenant even for targeted release users. Is there any settings that need to be updated.
- cjtan
Microsoft
SharePoint agents is still in the process of rolling out. We expect this to be completed by mid-January. However, targeted release users and tenants should see the capability, but it does require that the TR user to have a M365 Copilot license.
If you're still seeing issues mid-January when we've completed roll out, please reach out to our support team.
- JohnCallawayBrass Contributor
The documentation is conflicting and spotty. It indicates that we will have to enable it in our tenant, however we are not seeing the settings available, and although we haven't done anything to explicitly set up PAYG for copilot agents, (we have PAYG set up for Syntex), many of our users are starting to see the copilot coin and are able to create agents even if they don't have an M365 copilot license. I am not mad about this, but I wish the documentation were aligned with reality. We have tens of thousands of sites and 30K users, so it is very spotty availability at this point. When is the roll out expected to reach 100%.
- PCM_SWBrass Contributor
Thank you . It states that, "The restricted content discovery policy leaves site access unchanged but prevents the site's content from being surfaced in Microsoft 365 Copilot or organization-wide search for all users. " This does not meet our requirements. We need to disable the agents for a specific site while ensuring its content remains searchable in other areas like org wide M365 /SharePoint search.
- GardenGirlCopper Contributor
Will Copilot agents be available to SharePoint Online List forms created by customizing the form in Power Apps?
- mithunas
Microsoft
We currently don't support agents on Lists. We will consider your feedback. Would love to hear your usecase.
- JackDuMezIron Contributor
What happens to an Agent that has been published by an individual if that individual leaves the company or loses access to their Microsoft assets? How does the Agent continue to function?
- jolenetam
Microsoft
The agent is file, and so it behaves similarly. It can remain in the library or can be deleted if desired.
If the agent is one that is on the approved list by site owners, it will remain as an active agent that others in the org can access.- JackDuMezIron Contributor
So to be clear:
- An Agent created in a SharePoint site is owned the group under that SharePoint site.
- An Agent created by an individual is owned by the individual as a file and would not be operable if their Microsoft account was deleted.
- JackDuMezIron Contributor
In other words, if a person's Microsoft account is deleted from an institution, does the Agent file created also get deleted, and thus the Agent no longer work across the site?
- emilywylandCopper Contributor
To prevent the scenario you mentioned, our team has implemented a policy where solutions such as Power Automate flows, Power Apps, and Copilot Agents must be created using shared accounts. While individual accounts can be used for personal flows, apps, or agents, any solutions intended for team use are created with a service account accessible to multiple team members.
- Breaker119ExyCopper Contributor
But shared accounts are generally discouraged and, furthermore, would have to be licensed. This is one of our primary blockers in the Power Platform...I hadn't even considered it for Agents. However, since agents are just a file in a SharePoint library, I would expect the creator to be irrelevant...just a guess, though
- JorunAkerbergLMBrass Contributor
Are Sharepoint agents only available from Sharepoint or also via Teams?
- jolenetam
Microsoft
You can create SharePoint agents from SharePoint and then they can be shared with others to access and use via Teams. Soon you'll also be able to access and use via BizChat in the coming months.
- RachelSolomonNambi
Microsoft
SharePoint agents are available now from SharePoint. Once you create an agent, you're able to share that agent within Teams chats and interact with it by @ mentioning the agent by name.
- Venkat KonjetiCopper Contributor
What is the best way to enable one agent for all documents, content stored in all Sharepoint sites and logged in user has access with in the tenant?
Can this also account for user emails while responding to question?
Additionally if user can't find answer to a questions can we configure with better response to differentiate no answer versus insufficient access to the content available in tenant?
I am working with client who wants to try copilot before proceed with licenses. Is there a way to enable that without interrupting daily business?
- Breaker119ExyCopper Contributor
I can't believe that nobody has formally asked yet - when can I expect this in my tenant? We were told to start using it at Ignite, but I still don't see it in my sites or libraries. I can see that there is an Agent option available in the "New" menu, but it's not actually available for use.
- mithunas
Microsoft
Thanks for checking. We are not fully rolled out yet. so yes you will see it when its fully rolled out by Mid Jan. Here are some resources : Get started with agents in SharePoint - Microsoft Support
- Danny_B855Copper Contributor
I'd love to see these meetings as Teams meetings with voice and screensharing in the future.
- Sarah_Gilbert
Community Manager
Thank you for the suggestion! Our Text-based AMAs are intentionally designed to make the discussion accessible to everyone, regardless of time zones or technical setups. They allow participants to read, reflect, and engage at their own pace without needing to join a live meeting or worry about speaking up in real time.
This format also creates a written resource that everyone can refer back to later—questions, answers, and all the insights are right here for easy reference. We’ll definitely share your idea with the team for consideration in the future, but we hope you find this format valuable in its own way! 😊
- pierre-frechetteCopper Contributor
Any plans on supporting Loop Workspaces as a source? I was able to create one last month, e.g. using the "sharepoint.com/contentStorage/CSP*" link, but now it does not work. We're leveraging Loop workspaces for knowledgebases and FAQs and would be beneficial to ask an Agent for a quick answer based on documentation in Loop.
- mithunas
Microsoft
Thank you for sharing your use case. We don't support Loop yet but will take your feedback for future planning.