Power Platform Community Forum Thread Details

Hi Microsoft Support,

We are currently evaluating Microsoft Copilot Studio for an agent that retrieves answers from SharePoint documents. However, the search results are not highly relevant, and based on online resources (https://youtu.be/MqqKT6etxpQ?si=RDBGM_sXnPLepDnh), we suspect that licensing type impacts search performance and document indexing.

Current Setup:

We have a Microsoft 365 license that includes Microsoft Copilot Studio Viral Trial.
We are conducting a POC to evaluate Copilot’s ability to index and semantically search SharePoint documents.

Questions & Clarifications:

1. Search Capabilities & Licensing Differences

What are the key differences between Microsoft Copilot Studio Viral Trial and Microsoft Copilot Studio License, specifically regarding search capabilities within SharePoint documents?
Does the trial version(that we are currently using) have any limitations on document indexing and semantic search that could be affecting search relevance?

2. Choosing the Right License for POC

In the Microsoft License Portal, we see the following options:

Microsoft Copilot Studio License (Tenant Level)
Microsoft Copilot Studio User License

Could you please clarify:

For our POC, which license is required to fully test semantic search and document indexing?
Does semantic indexing require a tenant-level license, or can it be tested with just the user trial version?
Would a Tenant-Level License for one month, along with a Microsoft Copilot Studio User License, be necessary to evaluate full search capabilities, or is the user license alone sufficient?

Request:

Based on our current use case, please advise:

If the trial version is enough for proper testing.
If purchasing a Tenant-Level License for one month is necessary, or if a Microsoft Copilot Studio User License alone is sufficient.
The best license type for our long-term use.

Thank you, and we appreciate your guidance.

Best regards,
Abhishek Vyas
Nextuple, Inc

Categories:

General topics

Hello Abhishek,

To answer your questions.

- What are the key differences between Microsoft Copilot Studio Viral Trial and Microsoft Copilot Studio License, specifically regarding search capabilities within SharePoint documents?

There is no difference as such, in terms of capabilities with SharePoint involved.

- For our POC, which license is required to fully test semantic search and document indexing?

Trial license is good enough for your POC, but to fully test out semantic search and document indexing. It is recommended to turn on "Enhanced search results" within the Premium Features of Generative AI section in the Settings screen of Copilot Studio.
But the catch here is this feature requires having at least one Microsoft 365 Copilot license(it can be assigned to any user in tenant) in your tenant for the Semantic Indexing to work.
For more info, check documentation: https://learn.microsoft.com/en-us/microsoft-copilot-studio/knowledge-copilot-studio#enhanced-search-results

- Does semantic indexing require a tenant-level license, or can it be tested with just the user trial version?
- Would a Tenant-Level License for one month, along with a Microsoft Copilot Studio User License, be necessary to evaluate full search capabilities, or is the user license alone sufficient?
(same answer for both the questions)

The Viral Trial license is enough for your POC. In order to truly test the capabilities of Semantic Search (since your primary knowledge source is SharePoint), it is recommended to have Microsoft 365 Copilot license

So based on your current Use case/POC my recommendation would be:

Trial Version is enough.
Developing the Copilot on Trial Version is sufficient, no need to purchase Tenant License or User License
For the long-term use, it is best to have the Microsoft Copilot Studio Tenant License.

Thanks.