Copilot Studio agents problems connecting to Sharepoint knowledge source
Hello, Since last week users in my tenant are experimenting issues regarding the connection between copilot studio agents and Sharepoint. The agents are not able to extract information from Sharepoint sites, printing there is not information in the Sharepoint site regarding the user's question when that information is in Sharepoint. These agents used to work well till last week. Does have been any update in Microsoft 365 services that can be affecting these agents ability to retrieve information from Sharepoint?
Copilot Studio + SharePoint: Markdown (.md) Files in Doc Libraries Supported as Knowledge Sources?
Hi all, We’ve been doing some deeper testing with Copilot Studio agents grounded in SharePoint knowledge sources, and I’m hoping to clarify whether what we’re seeing is a known limitation or an undocumented gap. Scenario A Copilot Studio agent uses SharePoint document libraries as a knowledge source The library contains Markdown (.md) files that are intentionally used as canonical design references The same .md files: ✅ Work well when uploaded directly to the agent ❌ Are not retrievable or citable when stored in a SharePoint library and added as a SharePoint knowledge source To help with grounding, we created modern SharePoint index pages that: Explain what the markdown collections are (Patterns, ADRs, Guardrails) Link directly to the canonical folders and files Explicitly state that the .md files are the source of truth The agent can: Discover and summarize the index pages correctly Understand that .md artifacts exist and where they live But it cannot: Read the content of the individual .md files Apply a specific pattern or ADR from those files in a design conversation Cite them as sources, even when permissions and search indexing are confirmed What We’ve Checked Permissions (agent user has access) Folder depth (kept shallow) Search results (markdown files appear in SharePoint search) SharePoint indexing status Work IQ enabled Same content works when attached directly to the agent This behavior also seems consistent with what others have reported here: Markdown works when uploaded directly Markdown retrieval degrades when hosted in SharePoint libraries Questions for the Product Team / Community Are Markdown (.md) files in SharePoint document libraries officially supported as Copilot Studio knowledge sources today? If yes, are there specific constraints (file size, rendering, parsing, indexing) that differ from Word/PDF? If no (or “not yet”), is this a known limitation on the roadmap? Is the recommended pattern to: Convert important markdown files into .aspx pages, or Use thin “index / summary” pages and keep markdown canonical until retrieval improves? We’re happy to adapt our information architecture — just trying to align with the intended platform direction rather than work against it. Thanks in advance for any guidance or clarification. This capability is extremely powerful, and clearer expectations here would help a lot of teams make the right design tradeoffs.What is the best file format for an AI agent knowledge base?
This is a best practice sharing the best format for an agent and show you why you should convert your PPT, PDF, WORD into a TXT markdown. I had an issue with my agent, time taken to answer was too long, and usually we spend a lot of time asking: What is the best prompt? Why is my agent slow? Why does retrieval sometimes work and sometimes fail? How can I improve answer quality? But I realised I was asking another question much less often: What is actually the best file format for the knowledge base? PDF? Raw text? Markdown? Pre-chunked text? Semantic sections? Context-enriched text? And more importantly: How much does the format alone affect agent performance? I tried to find a quantified benchmark answering this specific question, with the same agent, same source knowledge and same questions, but different knowledge representations. I couldn't find one that really answered what I wanted to measure. So I decided to run the experiment myself on a real case. My first exploratory tests were already surprising: depending on the representation, the agent could be significantly faster and more accurate, despite working from the exact same source information. So I decided to push the test further. My objective I want to identify, without assumptions and based on actual evaluation data, how a long document should be prepared for an LLM knowledge base so that the agent can retrieve, understand, ground and answer from it as reliably as possible. I focused on five dimensions: Answer quality Retrieval reliability Source grounding / citations Execution time Robustness across single-turn and multi-turn questions The broader question I'm trying to answer is: How should we structure knowledge so that an LLM can retrieve and use it as reliably as possible? The test case I deliberately chose a document that isn't particularly friendly for RAG: a 46-page European regulation, https://eur-lex.europa.eu/eli/reg/2011/1169/oj?locale=fr, on the provision of food information to consumers. The information is distributed across articles, definitions, exceptions, annexes, tables, numerical thresholds and cross-references. That makes it useful for testing retrieval: answering correctly often requires finding a very specific piece of information while preserving enough context to understand how it applies. I used the native PDF as the baseline and created 6 additional knowledge-base representations of the same document: Raw TXT Markdown Chunk-ready TXT RAG-oriented units Semantic TXT Contextual TXT One rule: same knowledge, same agent, same instructions, same questions. Only the knowledge representation changes. The benchmark I used two evaluation sets: 42 single-turn questions testing broad coverage of the document: direct facts, thresholds, exceptions, annexes, lists and cross-references. 5 multi-turn conversations containing 13 questions, to see what happens when a user asks a question and then follows up with things like: "And in this case?" "What are the exceptions?" "And for dietary fibre?" This gave me: 47 evaluated test cases / 55 actual questions per format Across all 7 formats: 329 evaluated conversations 385 user questions executed First results Metric Native PDF Best structured representation Overall pass rate 66.0% 85.1% - Contextual TXT Best single-turn score 69.0% 88.1% - Chunk-ready TXT Multi-turn benchmark 40% 80% - Contextual TXT Multi-turn execution time 14m24 5m54 Total benchmark time 44m31 24m49 The quality gap was already substantial: 66.0% → 85.1% That's +19.1 percentage points while keeping the underlying knowledge unchanged. I also saw a major difference in execution time. On the multi-turn test: 14m24 → 5m54 That's approximately 2.4× faster. Across the complete benchmark: 44m31 → 24m49 Around 44% less execution time. These timings represent the complete agent evaluation pipeline, so they shouldn't be interpreted as pure LLM inference latency. But the difference under identical test conditions is large enough that I want to understand it better. Findings There wasn't one format dominating every benchmark. Chunk-ready TXT scored highest on independent questions: 88.1%, while Contextual TXT performed better across multi-turn conversations and finished with the highest overall score. That may suggest that the way we optimise a document for isolated retrieval isn't exactly the same as the way we should prepare it for conversational retrieval. In the contextual version, I tried to make every section understandable when retrieved independently by keeping useful information around it: Source references Section context Retrieval cues Relevant cross-references For regulatory documents, this seems particularly important. A numerical value retrieved alone can be meaningless without knowing which rule it belongs to, under which conditions it applies, and whether another article contains an exception. Where I am now This remains an exploratory benchmark: One document One domain One agent setup One evaluation framework One run per configuration There are plenty of things I still want to test: repeated runs, retrieval-level evaluation, token consumption, larger knowledge bases, other document types, chunk sizes, overlap, contextual headers, and more. But these first results already convinced me that the preparation of the knowledge base deserves much more attention when evaluating an agent. We often spend hours refining instructions while the same information may behave very differently depending on how it reaches the retrieval layer. Next step I'll share the prompts, knowledge-base formats and evaluation methodology on GitHub so the experiment can be reproduced and challenged. I'll keep enriching the repository as I test new formats, improve the evaluation set and add new results. If people here have ideas, edge cases or formats worth testing, I'd genuinely like to include some of them in the next iteration. What would you test next?Unanswered Questions on GitHub Copilot Harness in Copilot Studio
We're piloting the GitHub Copilot harness in Copilot Studio (GA August 2026) and several operational and architectural details remain undocumented in the GA FAQ, Microsoft Learn, or licensing guides. Looking for official answers or PM contacts on: Architecture & Execution – When the harness breaks tasks into subtasks, does it use internal sub-agents or only skills/connected agents, what are the exact timeout/retry/max-execution-duration limits for long-running workflows, and are planning/context-retrieval/orchestration internals documented anywhere or is the orchestrator a black box? Model Selection – Can individual skills within one agent use different models or is selection strictly agent-level, how are models chosen internally when multiple skills execute, are any internal models developer-configurable, and what's the roadmap for models being added/retired/deprecated plus the lag between public release and Copilot Studio availability? Cost & Token Optimization – How exactly is the ~45% token reduction achieved, how much control do makers have over context/caching/retrieval/tool calls, what are per-model credit consumption characteristics, which models are most cost-effective for specific workloads, and what's the minimum credit cost for trivial interactions? Memory Management – What are retention periods for session/working/agent memory beyond the documented 28-day user-memory expiry, is true long-term memory supported, and what changed versus earlier implementations? Knowledge Retrieval – Can skills or system instructions influence retrieval strategy/document selection/prioritization/filtering, can planning stages perform conflict/duplicate/version detection before retrieval, and how does the harness decide which sources to search? Apps Feature – What is the "Apps (preview)" capability for, when does it GA, and how does it differ from workflows/skills/adaptive cards/agents? Billing & Credit Sizing – Is there a framework to classify users/agents by expected consumption and size credit allocation per group (citizen vs pro developers), and what's the minimum/typical consumption for simple/medium/heavy interactions? Governance & Admin – Can usage limits be set at user level (not just environment/agent), is there an API/IaC path for large-scale credit assignment, can non-admins view their own consumption/remaining allocation, and is there a self-service request-more-credits dashboard? ALM & Environments – What's the recommended path to move harness agents across Dev/Test/UAT/Prod (Solutions/ALM "setup differs" per parity chart—how?), does GitHub integration replace or complement solution-based deployment, are there recommended AgentOps practices for source control/releases/versioning, and what baseline credits and onboarding model are suggested for citizen developers under usage billing—any enterprise reference implementations?
Minimum Environment Permissions (Security Roles) for Copilot Studio Agent in Teams?
Hi Copilot Studio Community! I’m facing a strange permissions (Security Roles) challenge when sharing an Agent with users on Teams, and I’m looking for the best practice to determine the minimum required privileges. The Scenario: I built an Agent grounded in a SharePoint Knowledge Base. The end-users currently have: - Read access to the SharePoint Document Libraries. - View-only access to the Agent when shared from Copilot Studio. - No permissions at the Environment level in Dataverse. The Issue: When I share the Agent link on Teams, users add it successfully. However, when they ask a question, the Agent immediately triggers the Fallback Topic (acting as if it has no information to pull from or can't access SharePoint). The Strange Behavior (Workaround): I discovered that if I temporarily grant the user the following high privileges: 1. Environment Maker role. 2. Bot roles (Bot Contributor, Bot Transcript Viewer, Bot Viewer). 3. Editor permission on the Agent. Then, if the user tests a question inside the Copilot Studio canvas, it answers correctly. After that, if they test it in Teams, it works perfectly there too! The weirdest part: if I immediately revoke all these high privileges (returning the user to a simple Viewer with no Environment Access), the Agent continues to work normally for them in Teams and fetches answers from SharePoint without any issues! My Question to the Experts: 1. Since I don't want (and for security reasons, shouldn't) grant end-users roles like Maker or Editor, what are the exact minimum basic permissions (Security Roles) at the Environment/Dataverse level (e.g., Basic User) that a user must have just to chat with the Agent in Teams successfully from the first try? 2. Is there a technical explanation for why the Agent keeps working in Teams after revoking the permissions? Is it just Token Caching, or is there something else at play? I would highly appreciate your insights!Update: Root Cause Identified
Hi everyone, I would like to share the root cause and solution in case someone else encounters the same issue. The Problem I created several agent flows directly in Power Automate using: https://make.powerautomate.com The flows were configured correctly: The flow starts with When an agent calls the flow The flow ends with Respond to the agent The flow and agent are in the same environment The flow is included in a solution The flow is published and fully functional The flows could be added to an agent and executed successfully. However, unlike flows created directly from Copilot Studio, they did not appear in the Global Tools directory. What I Investigated I verified: Trigger configuration Respond to the agent action Environment consistency Solution membership Publish all customizations Asynchronous response settings Synchronization delays between Power Automate and Copilot Studio None of these were the root cause. Root Cause The issue was related to the workflow Plan. I discovered that: Flows created directly in Power Automate were assigned: Plan = The user running the flow Flows created directly in Copilot Studio were assigned: Plan = Copilot Studio Although the Power Automate flow was fully functional and could be used by the agent, it was not visible in the Global Tools directory. Solution After changing the workflow Plan to: Plan = Copilot Studio the flow immediately appeared in the Global Tools directory. Configuration Location The setting can be found in the workflow properties under: Primary owner → Plan Important Note Based on my testing, changing the Plan to Copilot Studio appears to be a one-way operation and may not be reversible. It may be a good idea to export or save the flow before making the change. Acknowledgements Special thanks to sohnash for reproducing the scenario and providing troubleshooting suggestions, and to Patty_Velasquez for sharing similar observations that helped confirm the behavior. Hopefully this helps others who encounter the same issue. Best regards, Adhonaï KOUKAPower Automate Flows Created Outside Copilot Studio Not Appearing in Tools
Hello everyone, I'm facing an issue with Copilot Studio and would appreciate your advice. Context I have several Power Automate flows that I created directly from: https://make.powerautomate.com My goal is to use these flows as tools within a Copilot Studio agent. All components are in the same Power Platform environment. What I've verified The flows use the "When an agent calls a flow" trigger. The flows end with "Respond to the agent". The flows are saved and published. The agent and flows are added to the same Solution. The solution has been published. I am using the same account and environment for both Power Automate and Copilot Studio. The Issue Flows that are created directly from Copilot Studio appear correctly under: Tools → Add Tool However, flows created from Power Automate (make.powerautomate.com) do not appear in the Tools list, even though they have the same trigger and response configuration. Question Are there additional requirements for a Power Automate flow to be discoverable by Copilot Studio? For example: Does the flow need to be an Agent Flow rather than a standard Cloud Flow? Are there known synchronization or caching issues between Power Automate and Copilot Studio? Is there a specific setting, solution configuration, or publishing step that I may have missed? Any guidance or experience with a similar issue would be greatly appreciated. Thank you!Looking for ideas: Reducing "Allow" prompts when using SharePoint Knowledge
Hello community members! I'm hoping to get some advice from people who may have come across a similar challenge with their Copilot Studio "SharePoint knowledge retrieval" agents 🤞 Current setup Agent set up in Copilot Studio and published to channels - M365 Copilot and Teams Agent is connected to 4 SharePoint folders (I'm using Method#1 - see below screenshot for reference). This is essential because the documents inside the folders contain both text and image-based content. This is the only method that brings results Users have permissions to access the content in these folders Problem We are currently preparing to roll out this agent but we've hit a user experience issue that is becoming a blocker for moving forward. When a user interacts with the agent for the first time, they are asked to click "Allow" ... 4 times .. one for each of the folder that the agent is connected to This experience feels heavy for users (based on our pilot feedback) and people give up after the first or second time because they think it is not working. In spite of comms and a video about having to repeat this action until done. We want the first time experience to be as smooth as possible to drive adoption. Also, we are going to expand the solution to include more folders soon - so there is also a concern that number of consent prompts could grow further. What I've tried Used Method#2 to connect to SharePoint folders. While this didn't pop up the "Allow" prompts, as indicated earlier, this approach doesn't work because it doesn't return any results from documents as they contain both text and image content. Tried Method#1 to connect to the library (and use instructions to indicate necessary folders) - this didn't work because the method doesn't allow to connect to libraries. Note - I cannot restructure the library and put all the documents into one folder because that's the way the documents have been maintained for a long time & direct links to the folders are being used across the organization via. emails, decks etc. Looking for advice Has anyone found a way to reduce or eliminate these consent prompts? Are there any other recommendations on using SharePoint as a knowledge source that respects user permissions without these consent prompts? Does anyone know why Method#1 and Method#2 have different user experiences where the first one prompts for consent and the second doesn't?
Microsoft AI Agent Creator Associate Certificate
Hello everyone, I have a question about the Microsoft AI Agent Creator Associate certification. I’m passionate about artificial intelligence and Microsoft Copilot Studio. I’m currently taking the training course and working toward earning the Microsoft AI Agent Creator Associate certification. My question is: Will earning this certification improve my chances of getting a job at Microsoft? If anyone in this community has earned this certification or has experience with it, I’d really appreciate your feedback. Has it helped you get hired by Microsoft or one of its partners? Thank you in advance for your advice and insights!Token Limit Exceeded? What's Actually Going On and What to Do About It ?
Hi All, Please check out my latest blog on “Token Limit Exceeded” would love to hear your thoughts https://techcommunity.microsoft.com/blog/1c769f9e-c0b0-45a7-af52-fecceca10bb2/token-limit-exceeded-whats-actually-going-on-and-what-to-do-about-it-/4536271
