Copilot + 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/
Copilot 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.
Copilot 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?CoPilot 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. ThanksOverview 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.Connecting 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.
