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Copilot not accessing SharePoint files for generative answers

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Posted on by Tysh

Hi,

I am currently trying to create a copilot which leverages an internal SharePoint site for generative answers.

I have added the site as a data source and the copilot can access news posts and other information on the SharePoint site with no issues, but when I ask a question where the answer is in a file that is uploaded to SharePoint the bot can not come up with an answer.

I have tried to add the path to the document into the uri in data sources.

I have also tried both including and excluding https in the url of the data sources

Neither of these worked.

There is document that it can access but I don't know why it can create answers for one random document.

And help will be greatly appreciated.

Thank you 🙂

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BV-18091627-0 4 on at

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Copilot not accessing SharePoint files for generative answers

I am having issue using manual authentication in copilot accessing knowledge in sharepoint site documents, Here is what I verified:

Using Manual authentication

Verified the Secret ID and app ID in copilot matches appReg in azure

Verified the Sharepint site configured in Knowledge, also that files are <3m and not more than 2 levels deeps

Verified that Gen AI enabled in copilot

Verified the host Environment for the copilot has copilot enabled

Verified the following on App Reg

Authentication > Web> and verified the redirect url matches the bot URL

Secret: verified the secret is matching in copilot and not expired

API permissions: verified all the scopes were in place including for Files and Sites

Exposed scopes as APIs

These screen shots to the verifications listed above.

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leemagoo 33 on at

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Copilot not accessing SharePoint files for generative answers

This may not be the answer for you, but for me it was simply taking out https:// from the url's I was using for SharePoint or OneDrive and it all started seeing it correctly. Hope that's the fix for some of you at least.
BV-18091627-0 4 on at

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Copilot not accessing SharePoint files for generative answers

Using Manual authentication
Verified the Secret ID and app ID in copilot matches appReg in azure
Verified the Sharepint site configured in Knowledge, also that files are <3m and not more than 2 levels deeps (all tried using a URI with http://, https://, and without either)
Verified that Gen AI enabled in copilot
Verified the host Environment for the copilot has copilot enabled
Verified the following on App Reg
Authentication > Web> and verified the redirect url matches the bot URL
Secret: verified the secret is matching in copilot and not expired
API permissions: verified all the scopes were in place including for Files and Sites
Exposed scopes as APIs
These screen shots to the verifications listed above.

-------------------------------------------------------------------------------------------

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Deepthi MK on at

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Copilot not accessing SharePoint files for generative answers

Can you refer this link to see if this resolves?

https://learn.microsoft.com/en-us/microsoft-copilot-studio/nlu-generative-answers-sharepoint-onedrive

Try changing the authentication to manual and this should work.
CU05071317-0 2 on at

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Copilot not accessing SharePoint files for generative answers

Hi everyone,

Has this been resolved? We are looking to start a project with a similar solution and it would be great to understand any limitations.

Thank you!
Tysh on at

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Re: Copilot not accessing SharePoint files for generative answers

I found a solution that kind of works. I set up authentication by creating an app registration in Azure. Try and follow these links and see if it fixes it.
https://learn.microsoft.com/en-us/microsoft-copilot-studio/configuration-authentication-azure-ad
https://learn.microsoft.com/en-us/microsoft-copilot-studio/configure-sso-teams
When adding scopes add them as Sites.Read.All & Files.Read.All
DusBoe 2 on at

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Re: Copilot not accessing SharePoint files for generative answers

Are there any updates? I am struggling with the same problem. Only one PDF document is recognized by Copilot Studio. All documents are smaller than 3MB. Some are pptx files, but the other pdf files aren't recognized either. Are there any hints?
Nick_Botha 2 on at

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Re: Copilot not accessing SharePoint files for generative answers

What size is the file ? I understand that it cant be > 3MB in file size, else the Generative AI cant process the file.
If its greater than 3MB, try PDF compression.
Tysh on at

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Re: Copilot not accessing SharePoint files for generative answers

The file is a simple pdf document. I've only been able to get copilot to reference it by setting the generative answer accuracy to low which is not ideal.
citron-truc 395 on at

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Re: Copilot not accessing SharePoint files for generative answers

Good morning,
I hope you are doing well. In order for generative answers on sharepoint to work, you need to allow copilot studio to access the documents on your behalf. Could you check your authentication configuration ? Here is some documentation : https://learn.microsoft.com/en-us/microsoft-copilot-studio/nlu-generative-answers-sharepoint-onedrive
Have a great day !