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copilot generative answers won't connect with sharepoint

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Posted on by lemonsandlimes

Hey all,

I've taken all steps here https://learn.microsoft.com/en-us/microsoft-copilot-studio/nlu-generative-answers-sharepoint-onedrive to connect a copilot chatbot to documents in a sharepoint onedrive folder. But the bot doesnt seem to be able to access sharepoint. How do I fix this?

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MattJimison 577 Most Valuable Professional on at

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Hi, @lemonsandlimes .

One easy way to test SP integration with generative answers, before doing the manual authentication setup, is getting it to work in PVA Studio's Test UI with the Teams/PowerApps auto authentication. The Test UI is able to make the Graph calls on your behalf in the browser, whereas the bot in Teams needs the delegated permissions from the app registration via manual authentication (this is why it won't work to use the bot as-is in Teams, since it needs the manual authentication)

Having said that, the out-of-the-box configuration often produces no results, and the first thing I suggest is lowering the moderation to "Low" and then focusing on a term in a page and a document to see if you can get hits on one or the other. At this point you're really just looking to confirm whether you can get results of any kind, to determine that there is a connection.

Find this post helpful? Please mark it as the solution and/or provide kudos so that it will help others in the future.

Cheers,
Matt

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Nicer_Atl 162 on at

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Continuing the conversation about this subject, My issue is that both the "Public websites & Sharepoint sources" and "Copilot content moderation" fields initially being greyed out. I was signed into the default Office365 environment, however after switching to another environment which was actually an environment that shows up in the list as a "Supported environment", I was able to create another Copilot where I could then specify a local file repository.

There is great confusion for me about what is being referred to as a "Copilot" since in other parts of the UI, it still makes references to Bots.
Also confused about what an environment is in this context, since creating a New Copilot seems to also create new "Supported environments" by the same name.
I get that the "Public websites & Sharepoint sources" and "Copilot content moderation" fields may only become available after a Copilot supported environment is connected, but I don't get why it won't accept files - browsing to a PDF ends in "something went wrong, try again" message.
Furthermore, don't understand why Generative AI features like specifying local file repository/SharePoint is only available after choosing to "copy" a created Copilot.
There seems to be a lot to navigate and clarify here. Or, I may just be overthinking it. Appreciate any inputs.

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