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Copilot Studio
Suggested Answer

Copilot Studio agent retrieves SharePoint List knowledge for me, but not for other users

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Posted on by 6
Hi!
I have a Copilot Studio agent connected to several knowledge sources, including SharePoint Lists.
The issue is that SharePoint List knowledge works for me, but not for my colleagues, even though we are using the same published agent, in the same environment/channel.
What I have already confirmed:
  • I publish the agent after every change.
  • I am testing the exact same published version as my colleagues.
  • My colleagues have access to the SharePoint site and the relevant lists/items.
  • Other knowledge sources connected to the same agent work correctly for my colleague.
  • The problem seems specific to SharePoint Lists.
  • I tested with a second, unrelated SharePoint List connected to the same agent:
  • I can retrieve data from it successfully.
  • My colleague receives no result from it.
  • The agent does not show an authentication error. It simply behaves as if no list items were found.
Example of the response my colleague gets:
“I couldn't retrieve any published solutions from the approved knowledge source. The search returned no published results.”
This makes it look like the SharePoint List query is returning zero results in the end-user context, rather than the agent failing completely.
So the issue does not appear to be related to one specific list, list structure, or publishing.
At this point I don't know what might be causing this issue
Any guidance would be very helpful.
Categories:
  • Suggested answer
    Haque Profile Picture
    4,280 Super User 2026 Season 2 on at
    Hi @VK-16022053-0,
     
    Your investigation is awsome, just one thing to confirm, can you please make sure that your colleagues have read access to all relevant list items, not just the list itself. Item-level permissions or unique permissions on list items can cause zero results.
     
    If that is not the case, I would suggest two more things: 


    1. If possible, test the agent’s SharePoint List query running explicitly as your colleague’s user identity to confirm permission issues.

    2. Please check if the SharePoint List knowledge source has any filters or query scopes that might exclude items for certain users.

     
     

    I am sure some clues I tried to give. If these clues help to resolve the issue brought you by here, please don't forget to check the box Does this answer your question? At the same time, I am pretty sure you have liked the response!
  • VK-16022053-0 Profile Picture
    6 on at
    hi @Haque!
    yes they do. I checked that as well. The Sharepoint so far also didn't experience any unique access level set up, so Members have edit access to all the objects in the Sharepoint, including the team members I was testing this with.
  • Suggested answer
    Haque Profile Picture
    4,280 Super User 2026 Season 2 on at
    Okay, that's sounds weired.
     
    What I can think of to check is whether the agent uses deletegated user credentials or an application identity to access SharePoint. If delegated, the user’s permissions apply. If app-only, ensure the app has proper permissions and that the agent is configured to use app-only context consistently for all users.
  • Suggested answer
    Valantis Profile Picture
    7,545 Super User 2026 Season 2 on at
     
    The issue is almost certainly delegated authentication.
    SharePoint List knowledge sources in Copilot Studio query as the signed-in user's identity, not as a shared service account. Your colleagues need to authenticate their own SharePoint connection to the agent before it can retrieve data on their behalf.

    When a new user first interacts with the agent, a "Connect to continue" prompt should appear asking them to authorize the SharePoint connection. If that prompt never appeared for your colleagues (or they dismissed it), the agent silently falls back to returning zero results instead of showing an authentication error.

    Fix:
    have your colleagues clear any existing connections from make.powerapps.com > Connections (delete any Dataverse or SharePoint connections tied to this agent), then interact with the agent fresh. This should trigger the Connect to continue prompt again. Once they click Allow, the SharePoint List queries will run as their identity and return results.

    If the prompt still doesn't appear, check your agent's authentication settings. If it's set to Authenticate with Microsoft (end-user credentials), the prompt should appear. If for any reason it was configured differently, that would explain why it works for you (maker) but not others.
     
    Best regards,
     
    Valantis  
    ✅ If this helped solve your issue, please Accept as Solution so others can find it quickly.
     
    ❤️ If it didn’t fully solve it but was still useful, please click “Yes” on “Was this reply helpful?” or leave a Like :).
     
    🏷️ For follow-ups  @Valantis.
     
    💼 LinkedIn  
    ▶️ YouTube
     
     
  • VK-16022053-0 Profile Picture
    6 on at
    Hello @Valantis

    I am quite sure that Authentication is not an issue, as I was performing all the tests with my team of the call, and they were allowing all these connect to continue questions from the agent. Every time we were doing a new test, we were uninstalling the agent, and giving a new permission every single time. 
     
    Let me know if you think of anything else. 
     
    Thanks!
  • Suggested answer
    Valantis Profile Picture
    7,545 Super User 2026 Season 2 on at
     
     

    It works for you because you opened the list directly in SharePoint (you likely did that when adding it as a knowledge source). Your colleagues may have never opened that list in their own browser, so it doesn't show in their Recent Lists, and the query returns zero results silently, no error, exactly what you're seeing.

    ask your colleague to open the SharePoint list directly in the browser once, then test the agent again with them. If that fixes it, that confirms the cause.

    Two other things worth checking from the same doc since they're specific to SharePoint Lists:Dataverse search must be turned on in the environment. This is environment wide, not user specific, but worth confirming since it's a hard requirement for list knowledge sources.

    Lists over 35,000 rows or more than 10 lists attached to the agent can degrade results and present as no response.

    Let me know if the Recent Lists step fixes it for your colleague.

    Best regards,
     
    Valantis  
    ✅ If this helped solve your issue, please Accept as Solution so others can find it quickly.
     
    ❤️ If it didn’t fully solve it but was still useful, please click “Yes” on “Was this reply helpful?” or leave a Like :).
     
    🏷️ For follow-ups  @Valantis.
     
    💼 LinkedIn  
    ▶️ YouTube
     

     


     
  • Suggested answer
    M Bilal Khan Profile Picture
    376 on at
    HI @VK-16022053-0,

    The behavior you're describing is actually a strong clue: this is probably not a problem with the list itself or with publishing.

    For SharePoint Lists used as a Copilot Studio knowledge source, the query is evaluated using the user's SharePoint credentials. Microsoft documents that the list connection is real-time and that users are authenticated with their SharePoint credentials before content is returned. If the user doesn't have access, Copilot Studio can effectively return no results rather than an obvious authentication error.

    So I would troubleshoot this as a user-context authentication/permission issue.

    1. Verify the colleague can read the list itself

    Don't only check site membership. Test with the affected colleague's account:

    • Open the exact SharePoint list URL directly.

    • Open a few specific items.

    • Confirm they have at least Read permission on the site/list.

    • Check for unique item-level permissions.

    • Check whether the list has any item-level security that differs from your account.

    Microsoft specifically states that SharePoint knowledge sources respect the user's permissions and require at least Read access to the SharePoint site/list.

    2. Check the agent authentication configuration

    Go to:

    Copilot Studio → Settings → Security → Authentication

    If the agent is intended to retrieve SharePoint data for each user, make sure it isn't configured as No authentication.

    For Teams / Microsoft 365 / Power Apps, Copilot Studio normally uses Microsoft authentication for SharePoint sources. Microsoft also notes that selecting No authentication means the agent doesn't retrieve information from SharePoint.

    If you are using Authenticate manually, check the Entra app registration and scopes. Microsoft currently documents Sites.Read.All and Files.Read.All for this scenario, along with the corresponding scopes in the Copilot Studio authentication configuration. Missing scopes or consent can produce exactly the confusing behavior where the agent returns no results without an obvious error.

    3. Check whether you're testing with different authentication contexts

    This is an easy one to miss.

    You are the agent maker, so your successful test may be using your own authenticated SharePoint context, while your colleagues are being permission-trimmed using their own identities.

    I'd run a very simple test with a list containing something unmistakable:

    TestID | Name
    001    | COPILOT_TEST_ABC
    002    | COPILOT_TEST_XYZ
    

    Ask both accounts:

    "What is the Name for TestID 001?"

    If you consistently get the result with your account and "no results" with another account, that strongly isolates the issue to the end-user SharePoint authentication/authorization path rather than generative AI or the list structure.

    4. Check Restricted SharePoint Search

    Also verify that Restricted SharePoint Search isn't enabled in the tenant. Microsoft documents that when it is enabled, SharePoint knowledge-source access is blocked and can result in no results.

    5. One important distinction

    If your colleagues can open the list in SharePoint but the agent still returns nothing, I would next compare the actual authentication configuration rather than changing the list.

    Specifically compare:

    Your account
       ↓
    Copilot Studio authentication
       ↓
    SharePoint
       ↓
    List
       ↓
    Results
    
    Colleague account
       ↓
    Copilot Studio authentication
       ↓
    SharePoint
       ↓
    List
       ↓
    "No results"
    

    The fact that two completely different SharePoint Lists fail for the same colleague(s) is important. It makes a list-specific schema/indexing problem much less likely.

    I'd also test one affected colleague in the same Teams/M365 channel, rather than the Copilot Studio test pane, because the authentication context can differ between the maker test experience and the end-user channel.

    If the colleague can access both lists directly in SharePoint, the agent is correctly authenticated, and the same published version still returns no results only for that user, I'd capture a successful run from your account and a failed run from theirs and raise it with Microsoft as a SharePoint knowledge-source user permission/authentication trimming issue.

    The key point is: SharePoint List knowledge is intentionally user-permission-aware, so "I can retrieve it but another user can't" is not expected to be solved by republishing the agent.

  • Valantis Profile Picture
    7,545 Super User 2026 Season 2 on at

    Hi @VK-16022053-0,

    Just wanted to check in and see if everything is working now. If you still need any help, feel free to let me know.

    Also, if the issue is resolved, it would be great if you could mark the answer as solved so others with the same question can find it easily.

     

    Thanks and have a great day!

     
  • VK-16022053-0 Profile Picture
    6 on at
    Hello @Valantis!

    No, the problem was not resolved. 
    The Dataverse settings are correct, and I don't have even a 1k lines in my list. 
    They are the owners of the sharepoint, and their permission should be working. When i am connecting documents from the same sharepoint as knowledge, they retrieve data for my colleagues, but lists specifically - no. 
    I tend to think at this point that this is some kind of a bug, as sharepoint lists connection is relatively new, and with the bugs that were coming from the copilot studio new experience, I wouldn't be surprised. 
     

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