Why SharePoint Knowledge in Copilot Studio Isn’t Working (and How to Fix It)

If you're using SharePoint as a knowledge source in Copilot Studio but aren’t getting the results you expected, don’t worry—you’re not alone! In this video, I’ll break down: ✅ How SharePoint works behind the scenes ✅ The key limitations that could be impacting your AI agent ✅ Practical ways to improve search accuracy and responses ✅ How Enhanced Search Results and Generative Orchestration can make a difference But if you're looking for a shortcut: 1️⃣If at all possible, it is worth having at least one Microsoft 365 Copilot license in your tenant - it changes and improves the way the indexing is done 2️⃣ Switch on the (preview) generative orchestration feature 3️⃣ Share this video with someone who wants a deeper dive into understanding how it works and why 😉 ------------------------------------------------------------------------ Connect with me: ☕ Buy me a coffee: https://www.buymeacoffee.com/lisacrosbie 📘 Get my book: Microsoft Copilot Pro: Step by Step https://www.microsoftpressstore.com/store/microsoft-copilot-pro-step-by-step-9780135369425 🦉 Learn more about AI: https://aka.ms/learnwithlisa 🖇 LinkedIn: https://www.linkedin.com/in/lisa-crosbie/ 📼 TikTok: https://www.tiktok.com/@lisa.crosbie ---------------------------------------------------------------------- 00:00 - SharePoint Knowlege not working in Copilot Studio 00:21 - Create an agent connected to SharePoint 03:34 - Common error: "I'm sorry, I'm not sure how to help with that" 04:37 - Allowing AI to use its own general knowledge 06:29 - Testing your agent & understanding questions that work well 07:45 - Why SharePoint knowledge fails 09:14 - 3 ways to improve results 10:24 - Understanding RAG (Retrieval-Augmented Generation) in Copilot Studio 12:16 - File type & size limitations (Why Excel doesn’t work!) 14:45 - Enhanced search results with Microsoft 365 Copilot 15:42 - Vector indexing vs. Keyword indexing 18:22 - Enabling Generative Orchestration 20:35 - Comparing results with Enhanced Search Results switched on 24:01 - Final advice for best results