How to create your own SharePoint Copilot

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  • Опубликовано: 29 май 2024
  • In this video I will show you how you can create your own SharePoint Copilot.
    SharePoint Copilot will allow users to interact with Copilot in natural language and Copilot will get the information from documents (pdf, word, PPT) stored in SharePoint site.
    ⌚ Timestamps
    0:00 Introduction
    0:08 Demo
    1:44 Create Copilot
    4:29 Configure Authentication
    11:07 Publish to SharePoint Page
    13:20 Publish to Teams
    14:00 Thank You
    Reference:
    Microsoft Copilot Studio: • Microsoft Copilot Stud...
    Authentication: learn.microsoft.com/en-us/mic...
    🚩 Connect with me on social
    - LinkedIn: / deepak-shrivastava
    - Twitter: / deepak_s22
    - Facebook: profile.php?...
    -Website: www.deepakshrivastava.com
    #sharepoint #copilot #microsoftcopilot #ai #copilotstudio

Комментарии • 62

  • @davidcohen1018
    @davidcohen1018 2 месяца назад +1

    This was, SIMPLY PUT, AWESOME demo. Thank you! copy this man word for word if you are an Admin and you will get Sharepoint for Co pilot going.

  • @markbillinge3270
    @markbillinge3270 День назад

    Hello Deepak , that was great - worked like a charm !
    the bit about the app registration was also very useful

  • @dougydoe
    @dougydoe 2 месяца назад +2

    Hey Deepak, this was really good. I managed to replicate this in my environment and got it working in both SharePoint and Teams. Great Stuff and Thanks for sharing.

  • @hutchm92
    @hutchm92 13 дней назад

    Excellent video. I was able to implement right away. Thank you!

  • @yadagiribaiti5560
    @yadagiribaiti5560 2 месяца назад

    Super Topic

  • @jialixx
    @jialixx 2 месяца назад

    Very detailed video. Help me a lot. Thank you very much!

  • @akifpatel5756
    @akifpatel5756 Месяц назад +1

    This is what I have been looking for! Just a Q, can we restrict the Copilot engine to make Hybrid Search extended to multiple selected Sharepoint sites and all the files within?

  • @shaikhfirdos2723
    @shaikhfirdos2723 2 месяца назад

    Awesome 🎉❤❤

  • @yechurisiva897
    @yechurisiva897 2 месяца назад

    Hi Deepak, it's amazing and fantastic , it's very very helpful for me as expected my use case, thank you so much

  • @yalinilay
    @yalinilay Месяц назад

    Thanks!

  • @DeekshithS-cl9zd
    @DeekshithS-cl9zd Месяц назад

    @Deepak please demonstrate copilot for M365 for PowerBI, so we can search report and click report or query KPIs

  • @sultanSurya
    @sultanSurya 2 месяца назад +1

    Subscribed

  • @AlexandreWarners
    @AlexandreWarners 2 месяца назад +3

    Hi Deepak, when trying to fix the “authentication not enabled” error, I cannot access the security option, it is greyed out, do you know how to fix this?

    • @flowaltdelete
      @flowaltdelete 2 месяца назад

      I’m pretty sure this happens if you don’t have Dataverse in that environment.

  • @bricolagezero
    @bricolagezero 22 дня назад

    I was recommended to use Blob Storage in order to Vectorize the data, but this seems a lot simpler. I have seen other videos simply pasting the link of the Sharepoint library too, but if I have a fairly large library (2GB worth of files), is this method which I guess is using Graph/Keyword search still okay?

  • @biljanastefanovic2386
    @biljanastefanovic2386 3 дня назад

    Thank you so much this is very helpful! How do we limit user access to files? Example: I want to create copilot that has access to all company files but different people will be able to access different documents.

  • @aysanhaghani5271
    @aysanhaghani5271 21 день назад

    Great video. Can we limit the bot access to that specific SharePoint site or allow read-all so the bot can read all files?

  • @Learnpowerplatform
    @Learnpowerplatform 13 дней назад

    Hey Deepak, this is great video. I just read that generative responses will not be supported for the document more than 3 mb. So if we search any specific keywords from these documents then copilot will return the document link or not?

  • @ranjanroy1623
    @ranjanroy1623 2 месяца назад

    Great Video Deepak , I am blown away !
    I've 1 question can I use the copilot to point to a Excel dataset as well ?

    • @DeepakShrivastava
      @DeepakShrivastava  2 месяца назад

      Yes you can but one excel at a time.

    • @ranjanroy1623
      @ranjanroy1623 2 месяца назад

      @@DeepakShrivastava one more Q please . what price do I need to pay for this sharepoint use case ? Is sharepoint or MS teams are free as per office 365 E3 or a E5 license plan ?

    • @DeepakShrivastava
      @DeepakShrivastava  Месяц назад

      check MSFT site for pricing www.microsoft.com/en-us/microsoft-copilot/microsoft-copilot-studio#Pricing

  • @robertoel-hajjboutros
    @robertoel-hajjboutros 2 месяца назад

    Amazing video, thanks Deepak.
    Can you please create a complex copilot plugin video and integrate with copilot itself & sharepoint? We would really appreciate it.
    Thanks in advance

  • @amyholmes8967
    @amyholmes8967 Месяц назад

    How long does it take for a site to index? I am getting nothing back from our Sharepoint Intranet copilot. We have pages that contain document libraries. . .can it not source this way or does it just take time?

  • @pelekengaih530
    @pelekengaih530 Месяц назад

    Is security and data source updates automatically managed. For example, say the library has different folders for different departments and a sharepoint user is only suppose to have access to documents in his/department. Does copilot automatically handle this? Or by using the library every sharepoint user will have access to those files.
    Secondly, does the copilot crawl the data source automatically, when files are created, modified or deleted from the library is this auto updated?
    Thanks

    • @DeepakShrivastava
      @DeepakShrivastava  Месяц назад

      Good question, basically behind the scene copilot usage MS graph so whatever security permissions you will have your data will be applicable. Yes crawl happens automatically

  • @AlexandreWarners
    @AlexandreWarners 2 месяца назад +3

    I was able to follow all of the steps provided, but for some reason, regardless of what I type into the chat window, it responds with: "I’m sorry, I’m not sure how to help with that. Can you try rephrasing?"

    • @DeepakShrivastava
      @DeepakShrivastava  2 месяца назад +1

      Make sure you enable Generative Answers toggle. check video at 3:31

    • @AlexandreWarners
      @AlexandreWarners 2 месяца назад

      @@DeepakShrivastavaThank you Deepak, I will check that out

  • @KjetilYtrehus
    @KjetilYtrehus 2 месяца назад

    Nice demo. Now if copilot just would find anything on my SharePoint site I would be happy. Im having trouble with copilot not generating any answers based on SharePoint/website or uploaded content. It did a couple of days ago, but with no configuration changes it stopped working yesterday. It just doesnt answer when I put in a question that makes the bot fo down the "On Unknown Intent trigger"

    • @KjetilYtrehus
      @KjetilYtrehus 2 месяца назад

      It does go down the tree and touches the "Create generative answers", but does not produce text. If I ad text to the "All other conditions" It will spit out that text.

  • @asaquebrada
    @asaquebrada 28 дней назад

    Is it possible to connect Co-pilot to my company 365 SharePoint without having an Azure account?

  • @warrenp76
    @warrenp76 2 месяца назад +1

    Hey Deepak, do you have an issue with the generative answers getting the correct answers, but citing the incorrect document?

  • @vitorcardoso4776
    @vitorcardoso4776 2 месяца назад +1

    hello! the flow is working but a person has to write exactly what is on the sharepoint list for a response to come. Isn't there a way to establish a "like" to search for items in the list without the requester having to write exactly the same?

    • @DeepakShrivastava
      @DeepakShrivastava  2 месяца назад

      To make perfect generative answers capabilities you may need to use azure Open AI studio.

  • @twangt
    @twangt Месяц назад

    Hi Deepak,
    Great content!
    Just a question:
    I also get the respone: I’m sorry, I’m not sure how to help with that. Can you try rephrasing?
    Even tough I have the "Boost conversational coverage with generative answers" checked.
    What could be wrong?
    Regards
    Alexander

    • @DeepakShrivastava
      @DeepakShrivastava  Месяц назад +1

      Thank you for watching. Are you trying to get responses from documents or list items?

    • @twangt
      @twangt Месяц назад +1

      @@DeepakShrivastava Thanks for reply. Im trying to get responses from documents.

    • @DeepakShrivastava
      @DeepakShrivastava  Месяц назад

      @twangt it should work. Try with other documents to see if that works?

  • @kanikaminocha9611
    @kanikaminocha9611 29 дней назад

    I tried to follow all the steps but when I post a question I get this reply "Escalating to a live agent is not currently configured for this bot, however this is where the bot could provide information about how to get in touch with someone another way". Can you advise if I am missing something?

  • @nehalbshah2010
    @nehalbshah2010 Месяц назад

    I have a copilot license and it is still asking me for 60 days free trial for publishing it in website ( sharepoint ) ??

  • @Tarak_Tech
    @Tarak_Tech 28 дней назад

    Hi sir
    What if my account does not have access to app registration and only admin has and he creates and shares the client app id and secret
    Will I be able to get the answers ?

  • @srilarki1
    @srilarki1 2 месяца назад +1

    Hi, Where is this Answer variable created? And how is it used.

    • @DeepakShrivastava
      @DeepakShrivastava  2 месяца назад

      You don’t need to create if you are use default topic.

  • @balimpuramswathi5816
    @balimpuramswathi5816 2 месяца назад +1

    How to get sharepoint access to read files, even after manual authentication is successful

    • @DeepakShrivastava
      @DeepakShrivastava  2 месяца назад

      You need to give Graph API access in azure as I shown in video.

  • @raslaankhan5146
    @raslaankhan5146 2 месяца назад

    Can it read through pdf files??

  • @niluthonte45
    @niluthonte45 Месяц назад

    I want to fetch information with bot from private website which is live