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Copilot Studio
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Configuration Help

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Posted on by 2
I am trying to build a bot that will read the documents on a sharepoint site and then provide information about them. We do not currently have teams in our environment so we are trying to do a manual authentication. I have setup the api step by step and it appears to have all the permissions needed. I noticed that we do not have the Graph connector turned on for sharepoint. is this something that needs to be configured before the bot is able to read the data on the sharepoint sites?
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  • Suggested answer
    Artur Stepniak Profile Picture
    1,539 Moderator on at
    Hello,
     
    definitely, because Sharepoint connector for Copilot Studio utilizes GraphSearch to retrieve the content.
     
    In case of any other questions, let me know. If the answer helped you, mark it, so that others can benefit from it.
     
    Best regards,
     
    Artur Stepniak
  • Suggested answer
    CN-06121856-0 Profile Picture
    2 on at
    Hi Artur,
     
    Actually it was something much simpler than that. I did not realize that Copilot Studio did not have the ability to read scanned .pdfs. I figured it had OCR capabilities similar to Syntex but I was mistaken.
     
    Thank you!
    Chandler Nicholas
  • fchopo Profile Picture
    8,003 Moderator on at
    Hello,
    Please, follow this step-by-step guide on how to configure Copilot authentication using Microsoft Entra ID: https://learn.microsoft.com/en-us/microsoft-copilot-studio/configuration-authentication-azure-ad
     
    Once you have created the app registration with Graph API permissions, that should work. You can also read this article about using SharePoint as Knowledge Source in Copilot Studio: https://learn.microsoft.com/en-us/microsoft-copilot-studio/nlu-generative-answers-sharepoint-onedrive
     
    Important: This has nothing to do about Graph Connector, which is used by M365 Copilot, but no for custom copilots.
     
    Hope that helps!
    Ferran

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