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Power Platform Community / Forums / Copilot Studio / Can I use SharePoint O...
Copilot Studio
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Can I use SharePoint Online as a data source?

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Posted on by 139

Hi, I am very new to PVA and have only so far created a very simple QnA type bot with static responses.

 

I have a rich data source in a SharePoint Online list which I was thinking might be nice to hook into PVA.  The use case would be:

 

Customer wants to know what tools are available to help them do X,Y,Z so they ask the bot

Bot uses the SP Online data to return a response

 

Would this be possible to reuse this data source to provide the response?

 

Thanks,

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  • CU22081450-0 Profile Picture
    Most Valuable Professional on at

    Hi @suclarkeuk ,

     

    Yes, sure.

    You can follow the logic below and if you have any questions, please, let me know.

     

    Steps:

    - Create a topic in your bot that you are using normally

    - Make a question like "What do you want" and store inside a variable

    - Create an action calling to Power Automate passing this variable

    - Create a workflow inside Power Automate  that receives this parameter

    - Create an action inside your workflow, that get items from SharePoint and you can use OData filter to search data inside your SharePoint list/library using Columns

    - Format your results using Markdown as a table: https://docs.microsoft.com/en-us/power-automate/approvals-markdown-support

    - Return to your PVA bot as a variable

    - Show as a message inside your bot

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