copilot in sharepoint
67 TopicsCopilot + SharePoint Search: How AI Changes Information Discovery
Traditional SharePoint Search has always relied on keywords, filters, and user intuition. While it often assumes users know what they’re looking for and how it’s stored. With the introduction of Microsoft Copilot, SharePoint Search is undergoing a fundamental transformation from keyword-based retrieval to AI-driven information discovery. https://dellenny.com/copilot-sharepoint-search-how-ai-changes-information-discovery/12Views0likes0CommentsCopilot Studio Agent vs SharePoint subfolders
Hi community, We are exploring the Copilot Studio Agents and are running into some issues. When we add the root library of a SharePoint site the agent is able to search the documents within, however when using only a subfolder of the site as a knowledge source it can't find any documents. The agent response is: "I have searched the available knowledge base but could not find any instructions on "Subject XXX". I read it can take up to 24 hours to build the index for subfolders, however after 3 days of waiting the agent still can't find any documents. I've tried making a new agent directly adding the subfolder as a source. The permissions of the user configuring the agent are also correct and the user has full access to all the files. I've also tried working with subagents with no success either. Has someone else experienced the same and is it correct agents can't work properly yet with subfolders of SharePoint sites?Solved38Views0likes1CommentCopilot Agent ALM and Knowledge Source Management Across Environments
Hello everyone, I currently have an agent in a Dev environment and want to deploy it to a second environment (e.g., Test or Prod). During deployment, we need to change the references to the knowledge sources. I’ve seen some articles where environment variables are used within Conversational Boosting topics to handle this, but I wanted to check if there is a supported or recommended way to manage or update knowledge source references from the Knowledge section itself to make them dynamic by using Environment variable? Any guidance or best practices would help. Thankyou.13Views0likes0CommentsMicrosoft 365 Copilot licensing confusion
In the SharePoint Agent preview (ended in October 2025), Microsoft permitted unlicensed users to access SharePoint agents. I guess the reason for it was to enable organizations to evaluate agent functionality and provide feedback before licensing and billing requirements were applied (?). After the preview period concluded, it now seems that all users are required to have a Microsoft 365 Copilot Add-On license to interact with SharePoint agents. Users with, for example, a Microsoft 365 E3 license can only access the free version of Copilot (Copilot Chat), but do not have interaction privileges with SharePoint agents. A while ago, one of our CSP partners recommended us to buy a capacity pack and set up pay-as-you-go billing. In their opinion, this would replace the need for the Microsoft 365 Copilot Add-On license. However, we do not want to buy these expensive package unless we know for sure that this is the case. Can anyone answer the question: Does using a capacity pack and pay-as-you-go billing override user license requirements? Thank you ❤️Solved341Views2likes4CommentsCopilot searching SharePoint inconsistent
I realize that using SharePoint search to search SharePoint works great, but noticed that many times I ask Copilot for information that I KNOW is in our SharePoint, the results are poor. As test, I searched for a simple last name of one of our team from SharePoint and got 80 or so results. When I asked Copilot to "give me a list of every file where xxxx is found", it came back with 6 results. Why the discrepancy and how do we go about making this more reliable?341Views3likes3CommentsCoPilot Agents - Word Tables
Hi, We have been trying to create a CoPilot agent within the business that can read data in a referenced folder within SharePoint and output a summary. Now the prompt I'm using works perfectly when using the "Researcher" agent within CoPilot, but when I use it in the agent the output is very different. For added context. I have made a SharePoint site which has a folder for each project and then all the docs relating to that project within. The user says to the agent, "give me a project overview for QXXXX", what should happen is, the agent finds that folder, which it's seemingly doing and it provides all the info in the layout I've mentioned in the prompt. So it can find the right folder, and it gives a good overview of the project. But any information that's within a table in word, it doesn't retrieve, I've even told it what document has the content in the table it should be bringing back and it says it can't read tables in Word. When I've researched this it seems to be the way CoPilot interprets the data is different depending whether you upload the file or just reference it like my agent is doing. Then in Researcher alternatively, I copy and paste the prompt into the text box, attach cloud files and select the project folder and the output is perfect. It retrieves all the content, dates etc and it's exactly what we need. My aim was to make an agent that can do the same but doesn't require the user to attach the folder, they can just give it the project number and it does it's thing. I'm still pretty new to agents, and appreciate it's still slightly new, but it doesn't feel like it should be doing that. Would anyone with some expertise in agents be able to assist in me fixing this? And if possible, be available via email for me to ask some further questions? Happy to provide any further information if needed. Thanks69Views1like2CommentsOverview of Copilot solutions and Key Benefits
Copilot isn’t one-size-fits-all. Each solution addresses different organizational needs. Here’s what they do—and why they matter. Microsoft 365 Copilot Chat is a conversational experience on web and mobile that delivers quick, context-aware answers from organizational data. It provides quick, context-aware answers from organizational data, improving responsiveness across departments while supporting mobile work scenarios. Microsoft 365 Copilot is an AI assistant built into Word, Excel, PowerPoint, Outlook, and Teams. It accelerates document creation, data analysis, and presentations and helps you catch up on meetings and messages. Copilot uses the context you already have in Microsoft 365—files, emails, chats, and calendars—through Microsoft Graph and respects the same permissions, security, and compliance your organization relies on. Microsoft Copilot Studio is a platform for extensibility and customization. It lets you build custom copilots and extend existing ones without writing code. Copilot Studio allows businesses to tailor AI to unique workflows without heavy development investment, accelerating innovation. Key benefits for organizations Copilot delivers three core benefits that impact the entire organization: Benefit How benefit achieved Example scenario Boost productivity by automating repetitive tasks. Copilot automates repetitive tasks and accelerates content creation across teams. A marketing team might use Copilot in Word to draft campaign briefs based on brand guidelines, reducing turnaround time from days to hours. Improve decision quality with data-driven insights. Copilot provides fast, data-driven insights, enabling better decisions at every level. An operations team might use Copilot in Excel to analyze supply chain data and identify cost-saving opportunities before quarterly reviews. Strengthen governance with enterprise-grade compliance. Copilot respects enterprise security and compliance standards, ensuring sensitive data stays protected. When legal teams draft contracts, Copilot uses only authorized organizational data through Microsoft Graph, maintaining compliance with internal policies and regulatory requirements.394Views0likes2CommentsConnecting SharePoint Data to Copilot Insights A Complete Guide to Smarter Collaboration
AI is changing the workplace very fast than any other time. Using Microsoft 365 Copilot can help organizations get the true potential of their internal knowledge. SharePoint as the backbone of content and collaboration becomes even more powerful when connected to Copilot Insights. The integration between SharePoint and Copilot Insights gives the chance to users ask natural questions about their organization’s data and receive instant, intelligent answers, with no more digging through folders or chasing document versions. In this blog, we will walkthrough exploring why connecting SharePoint to Copilot Insights matters, how to configure your tenant for maximum success.127Views0likes1CommentMaking CoPilot Work for our Organisation
We're currently exploring how Microsoft Copilot can be used to support our bid writing process, and I’d really appreciate some insights or examples from others who’ve tried anything similar or just have a good understanding of CoPilot. What We’re Trying to Do We’d like Copilot to help us write and draft bid responses by referencing information already stored across our SharePoint libraries — including past bids, case studies, and company information — and then generate new content in our tone, structure, and style. In essence, we want Copilot to act like an “internal bid writer” that knows our history and can draw on it intelligently when producing answers. What We’re Trying to Understand I’m trying to get clarity on a few key things: What does GPT-5.0 actually bring to Copilot — is it just better reasoning and writing, or does it enable deeper integration with our Microsoft 365 data? What do we need to do (technically or in terms of setup) to let Copilot “see” our environment — e.g., access our SharePoint libraries and use that content effectively? I've saw some things around Microsoft Graph being enabled. What’s the practical difference between using Copilot and using ChatGPT for this type of work? We’ve also tried getting Copilot to fill in Excel sheets using data from SharePoint, but it doesn’t seem to behave as we expected. Is this something Copilot can’t currently do, or are we just approaching it the wrong way? What We’d Love to Learn What are the best practices for helping Copilot understand and use your SharePoint content effectively? Has anyone successfully used Copilot for bids, PQQs, tenders, or document generation? Any examples or use cases you can share of how you’ve made Copilot genuinely useful in a business context would be hugely appreciated. Thanks in advance — it’d be great to hear how others are making the most of Copilot in real-world scenarios.Solved210Views0likes3Comments