SharePoint Lists as Knowledge in Microsoft Copilot Studio | Tutorial
Reza Dorrani
@rezadorraniAbout
Hello everyone, Reza here! Welcome to my YouTube channel, your go-to destination for all things related to the Microsoft Power Platform! Here, I share learning content on various aspects of the Power Platform ➡️ Power Apps, Power Automate (flow), Power BI, Virtual Agents ➕ SharePoint, Dataverse, Microsoft 365 and more. My channel aims to provide you with practical insights, real world examples, no fluff and step-by-step guides to mastering these tools efficiently. I work as a Principal Program Manager in CAT Team at Microsoft and am a Microsoft Certified Trainer and MVP alumni. 🚀 Don't forget to subscribe and hit the 🔔 bell icon to get notified when I publish my latest video 🎬 Video release cadence: Every Monday 📝 I do read and try to respond to every comment 🤝 Take your involvement to the next level & consider becoming a member to unlock access to exclusive perks
Video Description
SharePoint lists are a popular way to store tabular data and offer quick, easy access to information for large groups. In this tutorial video, learn how to get started with integrating SharePoint lists as a knowledge source within Microsoft Copilot Studio. This setup enables real-time data access for more accurate and responsive AI-driven interactions. ✅ Real-time connection to SharePoint data ✅ Secure authentication using SharePoint credentials ✅ Automatically populated “My Lists” and “Recent Lists” for quick access as Knowledge ✅ Easily add the full SharePoint List URL to connect it as knowledge ✅ Enhanced reasoning and response generation using the most current information Add SharePoint lists as a knowledge source https://learn.microsoft.com/microsoft-copilot-studio/knowledge-add-sharepoint Now, SharePoint as a knowledge support source in Microsoft Copilot Studio has expanded — it supports sites, document libraries, folders, and lists. By connecting your agent with a SharePoint URL or list, you enable full SharePoint integration, unlocking real-time access to your organization’s critical information. This powerful connection allows Copilot Studio to generate context-rich, up-to-date responses. #copilotstudio #sharepoint #powerplatform Table of Contents: 0:00 NEW SharePoint lists knowledge option in copilot studio agents 0:31 SharePoint lists as a knowledge source in Microsoft Copilot Studio 4:41 Copilot Studio Agent Overview: Knowledge (SharePoint Lists) & Instructions 6:22 Agent Knowledge as SharePoint List - A real-time connection? 7:17 SharePoint List as agent Knowledge: What about large lists?
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