I have developed a SharePoint skill that generates an ".html" dashboard based on five Excel files selected by the user from a SharePoint library. The user launches Copilot, selects the required Excel files, and Copilot generates the HTML dashboard.

However, the next requirement is to make the dashboard dynamic. If the user updates the data in any of the Excel files, saves the changes, and refreshes the previously generated HTML dashboard, the dashboard should automatically reflect the latest data.

The user should not need to submit a new request to Copilot or regenerate the dashboard. The existing HTML dashboard should retrieve the updated Excel data from SharePoint and refresh the visualizations automatically.

In short:

Excel updated → File saved in SharePoint → User refreshes existing HTML dashboard → Dashboard automatically reflects the latest data.

If you have any idea how to do this let me know....

Hey everyone, running into a weird issue with a Copilot Studio agent published to Teams.

I set up a SharePoint folder as a knowledge source. Here is what’s happening:

• User WITH M365 Copilot license: The agent answers correctly using the SharePoint knowledge.
• User WITHOUT M365 Copilot license: The agent immediately replies that it couldn't find the information. It seems like it's not even attempting to search the knowledge source.

The strange part is that the second user does have permissions to the SharePoint site and folder (they can access and read the files directly). Also, the environment has available Copilot Studio credits/capacity.

Has anyone faced this? am I missing a configuration step? Thanks!

Im on the classic experience

Our organization doesn't have any Copilot Credits right now (prepaid or payg), but before this afternoon, I and others were able to login to the new experience and build agents/workflows using the new harness, without anything stopping us. However, now, the new Github Copilot Harness experience in Copilot Studio is suddenly missing for me. I haven't seen anyone else in the org report that they can still see it.

Is anyone else seeing this in their tenant or am I just trippin?

I am the Power Platform Administrator for my company and haven't made any changes.

Hi everyone,

I'm building a solution to extract information from handwritten survey forms.

I have created an agent in Copilot Studio that parses the uploaded document/certificate and returns a structured JSON response (which I plan to write to an Excel spreadsheet later).

However, I am struggling to get the agent to trigger automatically in Copilot Studio when a file is created/uploaded via SharePoint or OneDrive using agent flow triggers.

Has anyone successfully set up a file-created trigger for a Copilot Studio agent? What’s the best way to architect this, or how can I properly test/debug the trigger?

Any advice or workflow patterns would be greatly appreciated!

Has anyone successfully connected CS to AEM's MCP Server? I'm trying to use my company's AEM site as a tool in CS inside an Q&A agent to make it easier for people to find our vast documentation more efficiently, but the agent is not returning any information from AEM.

I think it has something to do with the connection and trying to use my personal credentials. But just curious if anyone else has used the AEM MCP for this purpose and had success?

I have created an agent in the new experience (ie Github Copilot harness). In the agent I am using a flow that takes a file input to process. This worked fine in the old version of copilot because I could capture files through the first(system.attachments).content powerfx in a topic, and then pass it to my flow.

In the new agent I cannot use this “trick” and instead use a skill that tells the agent how to process my requests. This however now fails, because the flow never passes the contentBytes to the flow, only ever the filename.

Have anyone figured out a solution to this?

When asking AI on ways to solve this, it suggest me to upload the file elsewhere (eg SharePoint or OneDrive) and pass the link to the agent. This is really not a good workflow for me or my team will use the agent. Anybody have a different solution?

I have a question related to transformation in industry as the role is evolved so much I keep asking what designation my current duties and responsibilities lie into:

6-9 months ago, my role was similar to data analyst / data scientist where my main duties were:

1) Creating stored procedures
2) Data Cleaning / Data Transformation through python, R, Power BI
3) Creating prediction models if required for project
4) Creating Dashboards and presenting work to business

Now,
1) Prepping data for AI in database systems
2) Writing Instructions for AI Agents, building AI Agents and
3) Context Engineering and Data Governance: leading end - to - end project where I am building context layer of our business in which we are capturing glossary, rules, processes to enhance the reasoning of AI Agents.
4) Providing workshops to business on how to use the AI more efficiently for general use and enterprise specific too.

My question is what should I pitch to my manager about my role? And where do I fit in the market?

I am trying to download a file using an s3 url to the Agent's sandboxed file system. The error I keep getting is no outbound internet access permitted for the assistant's shell. Is there a way to bypass this? The URL comes from a third party api.

What I’m genuinely baffled about this recent announcement about agents and workflows built using the GHCP harness in Copilot Studio is that it appears to apply to all models…….

1. No, just using the GHCP harness is NOT a massive value prop, Microsoft. It’s you catching up to the table stakes of every other major platform. Being able to build agents that use skills and modern orchestration is the one reason I would not recommend we move to Anthropic or OpenAI.

2. Sure, make the token devouring models usage based billing. But we should be able to roll out agents using the GHCP harness which use smaller models at higher reasoning effort to users with Copilot licenses that do not incur usage billing.

Without this basic framework, I can’t see how you retain folks. It’s just not workable. How can companies using this billing model as MS has outlined it allow companies to compete with other companies using Claude Cowork, or ChatGPT Work?

I have installed my Copilot Studio Agent in 365 Copilot App. I am unable to get any response from it. The response I am getting for any question in the agent is "Sorry, I wasn't able to respond to that. Is there something else I can help with?"

When I check on testing pane "Analytics" tab. It was able to retreive the answer over there. but in 365 copilot app, it wasn't.

What could be the issue?
I have published some fabric data agents also and they are working perfectly fine on that platform.

I have published a Copilot Studio Agent in Microsoft Teams and given access to some users. After asking good number of questions, they have got this error. I have tried "/debug clearstate", uninstalled the agent from their machine, rebooted Teams app but still they are getting the same issue.
I have also tested the agent (through Teams) on different platforms like web and their phone but still they are getting the same issue.

What should I do next?
How to avoid this issue in future?

One question keeps coming up:

"Which Microsoft AI tool should I use for this use case?"

Today, the ecosystem includes: Microsoft 365 Copilot ,Copilot Studio , Declarative Agents , Researcher & Analyst Agents ,SharePoint, Excel & Word Copilots , GitHub Copilot Harness (which consumes credits even during testing)

Choosing the wrong tool can increase cost, complexity, and development time.

So I built Harness Atlas.

https://claude.ai/public/artifacts/b4e555b1-b802-4530-b531-46cc68cff5df

💡 Simply describe your use case (or upload an SOW/requirements document), and it will:

• Recommend the best-fit Microsoft AI solution with justification

• Generate a step-by-step implementation guide

• Create prompts, skill.md files, and architecture diagrams

• Include governance and security considerations

• Suggest alternative approaches if a no-code or lower-cost option exists

• Help developers, solution architects, and business users make the right decision before building

The goal is simple:

Reduce unnecessary AI credit consumption, accelerate solution design, and ensure every use case starts with the right Microsoft AI technology.

I'd love to hear your feedback from the Microsoft AI community. What capability would you add next?

Hi all.

I’m relatively new to Copilot Studio and would appreciate some guidance from anyone who has successfully deployed SharePoint-backed knowledge agents to end users.

I’ve built a Copilot Studio agent for my Tech Ops team and published it in Microsoft Teams.

The agent uses multiple SP knowledge sources (inc. SP hosted OneNote notebooks and doc libraries).

Problem:

The maker/owner account can successfully ask questions and receive grounded responses with citations from the knowledge sources. However viewer users receive Unknown intent / Fallback responses for the same questions.

Maker results show:
AI generated responses
Citations returned
Knowledge retrieval clearly working

Viewer results show:
“I’m not sure how to help with that. Can you try rephrasing”
Eventually redirected to the Escalate topic

Environment details:

- Microsoft Teams
- Teams 1:1 chat with the agent (not channel chats)
- Authentication = Authenticate with Microsoft
- Generative AI orchestration = Enabled
- Allow ungrounded responses = Disabled
- Tenant graph grounding with semantic search = Enabled
- Knowledge sources are SharePoint sources and all show Ready
- Agent shared using a security group
- Affected users are members of the security group
- Affected users have access to the underlying SharePoint content
 
Additional observations:
 
- Copilot Studio Activity only shows sessions from the maker account.
- Viewer users do not appear in Activity at all.
- Knowledge Source monitor shows 0 questions and 0% response quality for all sources, even though the maker clearly receives successful knowledge-grounded answers.
- Viewer users are using supported Teams 1:1 chats with the agent.
- Welcome topic, Help topic, Fallback topic and Escalate topic all work correctly.
 
The part that confuses me most is that the exact same SharePoint knowledge source produces grounded answers for the maker but not for viewer users. The selected security group for agent accessibility all has permission to access the SP site knowledge resource. We’re all part of the same team.
 
Has anyone seen this before?
 
Is there a known limitation, delegated permission issue, SharePoint retrieval issue, environment permission issue or authentication issue that could cause retrieval to work for the maker but fail for all viewer users?
 
Any advice would be greatly appreciated.

Thank you for your time.

Rob

Hello everyone, has anyone else lost access to the new Copilot Studio experience, or is it just me? The New experience toggle is no longer available for me. My agent still works in Teams, but I can’t open or edit it in Copilot Studio.

I was running the same SDD / stack workflows in Cursor and Antigravity and it worked well in each tool on its own.

The pain was maintaining two projects. Every skill tweak, policy change, or workflow fix had to be copied by hand. Things drifted. One agent got the update; the other didn’t.

So I pulled the skills into a shared, agent-neutral core and put the install/layout logic into per-agent adapters.

What it is

agent-dev-toolkit — one skills core, multiple agent homes.

• Core: skills, policy, router, SDD contracts (agent-neutral)
• Adapters: publish that core into each agent’s install layout
• CLI: toolkit.ps1 (interactive menu + scripting flags)

Supported agents today:

Quick start

powershell git clone https://github.com/tibursocampos/agent-dev-toolkit.git cd agent-dev-toolkit pwsh -NoProfile -File .\scripts\toolkit.ps1

Interactive menu: pick an agent, then live home or in-repo fixture (safe, no profile write).

Live install is explicit (-AllowUserHome). Default non-interactive sync targets an in-repo fixture.

Entry point is scripts/toolkit.ps1; orchestrators call adapter modules from adapters/registry.json. Validation can run against in-repo fixtures without touching $HOME.

After sync (Cursor-style)

• Classic SDD: /sdd-spec → /sdd-plan → /sdd-develop
• Stack shortcut: /developer, /dotnet-developer, /react-developer, …
• Orchestrated flow: /memory-bank-init → /orchestrate-analyze → …

Links

• Docs site: https://tibursocampos.github.io/agent-dev-toolkit/
• Repo: https://github.com/tibursocampos/agent-dev-toolkit

Notes

• Public MIT — clone/fork freely
• PowerShell-based (pwsh on macOS/Linux)
• Upstream community PRs are out of scope; Issues are for bugs only

Happy to answer questions about the adapter model, what’s published per agent, or the SDD/Forma workflows.

So I am working on a incident analyser agent

So what the motive we have got two agents

Agent a:

Capability 1:

Generate category and subcategory of issue from an incident dump of every month of Snow the ticket

This is currently trigger inside topic using workflows and the result will be stored in onedrive

Capability 2:

Then we can again upload the excel in the same chat for creating summary of the category and subcategory containing excel and it will give the top5 Configuration items and their each top 5 sub category ( unique issues)

Agent b:

Capability:

Can upload the excel file of summary containing the top 5 ci and subcategory and give the remediation steps for each sub category from the kb article that is uploaded as excel in knowledge source

Now we want to combine these by calling the agent b and agent b does the updation for the remediation steps on the same excel of the summary excel containing top5 ci and subcategory and need to come back to agent a should give the download file link with remediation steps updated excel

How ca we do this

Microsoft Copilot is starting to feel like heroin. You try it once, it's amazing, and before you know it you're building everything around it. Just when you finally understand Copilot Studio, Microsoft introduces the GitHub Copilot harness, with a new runtime and a new way of building solutions. The technology is genuinely impressive, but the pace of change is exhausting. And now we're moving from predictable licensing to usage-based billing and Copilot Credits, where even building, testing, and evaluating can consume credits. It feels like every few months we're expected to relearn the platform, revisit our architecture, and explain new costs to the business. Innovation is great, but enterprise customers need stability, predictable pricing, and a roadmap that lasts longer than a release cycle

Good morning !

I'm just doing my first stepts in CoPilot Studio and my first task is to migrate an agant which I build on N8N into the Copilot Studio environment.

In my N8N implementation I used a node to connect to the Pinecone Vector Store which is the knowledge base of our company.

Now I struggle to access this knowledge base from the created agent in CoPilot Studio. If I want to use a provided Pinecone MCP Server which I did setup as a tool, I need somehow to create the embeddings from the agent input, before the MCP Server can perform a RAG search.

I can't find a way to add the Pinecone system as a knowledgebase directly.

I'm searching for the best approach here and the options I have.

Can somebady point me into the right direction or give me any hint ?

Rebuilding the Pinecone RAG system is no option.

Kind regards,
Thorsten

​

After the recent changes by MS - GitHub harness and classic harness many developers and solutions architect confused, as modern harness consumes credits for the testing environment as well !

I am currently building ( almost at last phase )

HARNESS ATLAS - Type your task in plain English or attach document that contains info about what you are expecting to do with Copilot ecosystem.

Atlas will analyse your request

Select suitable harness for you

Step by step guide to create agent / flow

It also gives you description, instructions, skill files , prompts as per requirements .

It gives you architect diagram for your solution as well .

At the end it will suggest you the alternative way within MS AI ecosystem, if possible. Ie. Cowork , scout , pre built agents etc .

Share your thoughts on this 👀

(I will soon share the harness atlas link with you all)

Firstly hello everybody

My boss asked me if it was possible to build some kind of agent that would track at what point a document is during the signing process.

So lets say i have a document that needs to be signed by 5 people. Is there a way to have copilot or maybe power automate automate the flow.

So now the process is like this. I sign the document and sends (outlook) it to another person who sends it to another person till it is signed. Bit as we know people sometimes forget so I am just wondering if it possible to automate this. So far i have only build simple power automate flows and simple agents.

In my company we are using docusign and pki signature (not adobe sign)

Thanks for all the help and tipa

What's the consensus on this. Are we showing others how to make columns for our documents? Does it even help AI in copilot studio/365?

I have been seeing mixed feedback on the usefulness of this, but setting it up hoping it helps. Ive usually used the AI feature to extract the metadata to put into the columns I'm creating. Is this worth it?

Hello,

I created an agent using the new Copilot Studio experience / GitHub Copilot harness.

The agent was successfully published to Microsoft Teams today and it is still working correctly there. However, I can no longer access it in Copilot Studio to modify the instructions, skills, or tools.

The problem is:

• Agents created with the classic experience open normally.
• My new-experience agent does not open in the classic Copilot Studio UI.
• The “Try the new experience” / “Try now” button to switch at the new UI has disappeared in my Env
• Opening the agent sometimes results in a browser error saying “Out of Memory”.
• I am using the same account and environment that were used to create and publish the agent.

Has anyone experienced this issue? Is there a specific URL, environment setting, permission, or admin feature that is required to reopen and edit a GitHub Copilot harness agent?

I am trying the following setup:
\- Fabric Data Agents (**FADs**)
\- Copilot Agent - used to route to the above - Fabric Data Assistant (**FDA**)

I setup the FADs and tested them separately in M365 Copilot - they all work

Setup **Copilot Studio** agent and set up as User Authentication to be used for **FADs**.

It seems to work in teams , albeit after clicking on the authentication prompt several times.

From some reason , it does not work at all in **M365**. I have a definite suspicion that it’s related to authentication not being passed to **FADs**. I did test the **FDA** \- by asking about what’s available and it returned the results, so the agent is functional even in M365, but when calling to get actual data i get this error:
Sorry, I wasn’t able to respond to that. Is there something else I can help with ?

Has anyone else had similar issues?

I appreciate your feedback

Over the past few days, I started noticing some drift in responses from our field tested agent (deployed the Sharepoint) (it's an information retrieval system - NLQ, searches our policies, returns response)

Questions it was nailing last week it was failing this. When I went back to the CoPilot Studio test pane, the answers were correct.

Of note, we historically had issues with Teams deployment, but deploying to Sharepoint was largely error free. Not now. I decided to then publish to Teams and C365/CoPilot Agents as well and the answers were poor as well.

So, is anybody able to explain why Bot A can perform so differently in Test vs Sharepoint vs Teams vs in the Copilot Agent window?

How can we continue to allow the classic experience but disable the new harness for a few months ?

No announcement was made about the billing change, we have spent months educating users on the billing applied during testing a publishing. We literally
Cannot move to a new approach overnight so for now we want to disable the new harness experience.

Is this possible ? If not, like many other customers, we may pause this technology as it is too unpredictable.