This capability works by pairing your copilot with a URL, such as contoso.sharepoint.com/sites/policies. When a copilot user asks a question and the copilot doesn’t have a topic to use for an answer, the copilot searches the URL and all sub-paths. For example, a URL such as contoso.sharepoint.com/sites also includes subpaths like contoso.sharepoint.com/sites/policies. Generative answers summarize this content into a targeted response.
When you publish your copilot, the calls using generative answers are made on behalf of the user chatting with the copilot, using the authentication settings configured in the copilot. By default, Copilot Studio is configured for Microsoft Entra ID authentication in Teams and PowerApps, which works in environments such as Microsoft Teams, PowerApps, and Microsoft 365 Copilot.
Use SharePoint or OneDrive for Business
- Open the Data source configuration pane from one of two places:
- One Place is on the Create generative answers node, select Edit under Data sources.
- Alternatively, select the
...in the Create generative answers node, then select Properties to open a pane, and finally select Data source.
- Open the Classic data options.
- Select Save at the top to save your topic changes.
- Under SharePoint in the Data source pane, add the SharePoint URLs you want to use. Separate multiple URLs with manual line breaks (use Shift + Enter).
- Test your copilot with phrases that you expect to return content.
Note:
- If the user account you used to sign in to powerva.microsoft.com doesn’t have access to the SharePoint site, you don’t get content or you might see a system error.
- It is recommend to omit https:// from the URL. Recognized SharePoint URLs are from the sharepoint.com domain.
- Only modern pages are supported.
- Content from classic ASPX pages on SharePoint aren’t used to generate answers.