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Power Platform Community / Forums / Copilot Studio / Best approach for gene...
Copilot Studio
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Best approach for generating output with AI Builder with Knowledge Base

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Posted on by 40

I’m building a Copilot Studio agent in Teams where users upload DOCX and PDF files for analysis (summarization, extraction, comparison, etc.).

I’ve been using AI Builder so far, but I’m running into practical limitations:

 

  • File size constraints

  • Token limits for larger documents or batches of files

  • Limited flexibility when users upload many documents in a single session


  •  
 

I’m exploring alternative architectures and would appreciate guidance from others who’ve solved this at scale.

 

A few specific questions:

 

  1. Dataverse as file storage – Is Dataverse a recommended approach for storing uploaded documents for Copilot Studio scenarios?

    • Are there best practices for using Dataverse file columns vs alternatives (e.g., SharePoint, Azure Blob + references)?


    •  

  2. Cost considerations – How expensive does Dataverse become for unstructured file storage at scale?

    • In practice, does Dataverse file storage get costly compared to external storage options?


    •  

  3. Processing patterns – For large or many files, is the preferred pattern to:

    • Pre‑process documents outside Copilot Studio (e.g., chunking, indexing, embeddings), then

    • Let Copilot Studio orchestrate over processed outputs rather than raw files?
I have the same question (0)
  • Suggested answer
    MichaelFP Profile Picture
    2,001 Moderator on at
    For your scenario I would recommend to use RAG, because you will have less token consumption, because they will search using small chunking and embedding to find the information what you want.

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