How to configure Generative Answers in Copilot Studio to use SharePoint

In this video, I walk you through the steps needed to configure Copilot Studio to use SharePoint as a location for Generative Answers. There are many videos out there and they all leave a few steps out. This is the definitive guide on how to do this.

Here are the links to the docs on the Microsoft site about it, but you will see that some steps aren't that clear making this one of the most asked questions from my customers and friends.

I hope you find this helpful and don't forget to like an subscribe!

[neilokelly]

thaks Dewain, you total legend !! this just happens to be the exact thing im working on at the moment.

[remi_with_an_accent]

Great video! I realize my scope was incorrectly defined! 😂

[compatta]

this really helped with my deployment to teams. there are parts in here that are not covered natively / directly in the authentication configuration when linked directly from copilot studio. the symptom is my bot was not responding on either the demo site or teams - after applying this config it started responding. it seems there is some additional configuration when attempting to use teams only authetnication.

[lornasimes]

This was great, thank you so much. I wonder if there is a way to configure Co-Pilot, such that it searches below two levels of Sharepoint Online? We have configured our sites in such a way that our document libraries are below the second level. Any thoughts or suggestions would be most welcome!

[mancinibossa]

Hi Dewain, many thanks, it is very useful. I did what you indicate in your video step by step, however I can't get any results with the documents stored in my sharepoint. Will there be any limitations when using the trial version? or with the language? because I work in south america and I have configured my copilot in spanish.

[theit-unicorn]

Why did you set it up for Any Organizational Directory, and not just single tenant? I would like to set this up, but I want to be sure it's only accessible by my tenant and no one outside. Also, can it be further locked down to specific users/group in a single tenant?

[markshark]

Is there some priority rule if you have as a source public web sites and internal Sharepoint sites ? Which one is treated as more trustworthy ?

[dogspostproduction]

Thanks Dewain. I am seeing a lot of chatter in the community on Copilot NOT getting the content that is in SharePoint fully. For example, I uploaded a resume that is all text (PDF) and I have yet to get Copilot to generate any content from it. "Tell me the summary of NAME's Resume" etc. I get the Rephrase of death message constantly. But in the same folder I uploaded another random PDF and Copilot is able to generate from it. It feels very hit and miss. What can/should be done to optimize SharePoint so that Copilot is indexing all content in the site. Better yet, what query or option can be run in Graph Explorer to see that it is actually being indexed?

[IRITEK]

Thanks a lot for this video! Followed all the steps and it now ask for authentication on start, but i see anyway the red sentence inside the "Create generative answers" action: "Authentication must be enabled to use this feature". Is that ok?

[bricolagezero]

If I have a large Sharepoint site (2-3 GB worth of files), do you recommend creating a custom Search Index using Blob Storage and Vector Search, or is this method okay too?

[GabrielPereira-jzxl]

I did all the steps, but my copilot studio chatbot still can't manage to retrieve information from a SharePoint paste. Instead when I upload the files directly, it works. Why's that? I did some queries on with Graph Explorer and managed to find these SharePoint files, but it doesn't work on Copilot Studio.

[gabrudude]

Hi Dewain, great video. I followed all the steps and it worked as expected in Test mode inside copilot studio but when published in Teams, it throws message "Hello! To be able to help you, I'll need you to sign in." and doesn't show login card or anything else.
Any idea why?
Thanks!

[rwchecking]

Great video. Thank you.
At the end you mentioned about M365 copilot, if we have that available then it’s better to search the documents through that ? We don’t need to do this in copilot studio? Please shed some light on it. Appreciated.

[dilipsamarasekera]

Do users with a co-pilot license automatically get the semantic index, chunking, and RAG features? If not, how is it enabled?

[keleelearns]

This is great! was able to make it work last time but I have to define the SharePoint site in generative answers Node level and not on the Copilot level, because somehow its treating my sharepoint site URL as Public site and there is no option for me to change 'Public Website' to 'Sharepoint and Onedrive' data source. I can define it on Node level because there is another field specific for Sharepoint

[alvarezskinner]

Big fan of your content! Is there a way to get this sharepoint search to work when publishing the copilot in a channel like WhatsApp to external parties that don’t necessary have an entra id account in my tenant? Something like using a service accounts, impersonating?

[luismiguelaznarr]

In my case I had to grant consent for the API permissions. Then, log in validation works as expected.

[denji]

Our sharepoint have folders. Inside that a folder and inside that a folder 😭. Will it work then?

[Langusmon]

Are there best practices on the best way to store text information in use with Copilot. For example, let's say that I have 300 questions that customers have asked, and I have 300 responses we have given. I would like for the Copilot to answer new questions using the past answers and questions as a guide. Is it best to have a single document with every question and then answer, or have an excel document with questions in one column and answers in another, or have 300 individual documents with the question and answer within the document alone.

[hyou]

Do I need an Azure subscription for these authentication settings?