Steve Knutson
Steve Knutson
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How to create a Copilot Agent for SharePoint
Demo video of Copilot Agents in SharePoint. In this example I create a Copilot in a Controlled Documents library and walk through the configuration process and demonstrate the features.
You can learn more on my blog: steveknutson.blog/2024/11/03/sharepoint-copilot-agents/
Переглядів: 1 364

Відео

Create Intranet FAQs quickly with Copilot and SharePoint
Переглядів 2102 місяці тому
In this video I demonstrate how to use Copilot create FAQ content from a policy document for use in SharePoint. You will see Copilot in Microsoft Word, OneDrive and SharePoint pages. Many Intranets have poor quality content because people simply don't have time to take a lengthy document and generate good discoverable content to support the document on the Intranet. To learn more visit my blog:...
How to create a custom SharePoint Search result template with PnP Modern Search
Переглядів 1,1 тис.4 місяці тому
PnP Modern Search webparts allow you to create custom search pages in SharePoint. Custom Search results are very powerful, but can take a little bit of time to learn. In this video I demonstrated how to create a simple custom template and include a tip on how to open the parent folder of a search result, e.g. the path to the library and folder containing each result. More details including the ...
Create a Custom Copilot for your SharePoint site
Переглядів 17 тис.8 місяців тому
How to create a Custom Copilot for your SharePoint Site or Microsoft Teams that uses your content to answer questions. In the video I do a quick introduction and explain the authentication requirements. Note that you will need to have a Global Admin configure the App Registration in Azure. This Custom Copilot works like Chat GPT on your Intranet using documents, PowerPoint, PDF and Modern Pages...
How to create User Accounts with Power Automate
Переглядів 7 тис.9 місяців тому
In this video I demonstrator how to create a simple New User Account request process using a SharePoint List and Power Automate. Using the Entra ID Actions for User Creation and Adding a person to a Group. The workflow could be extended to include additional groups and also to update an existing user if their details change, for example new role or change of name. If you want to add a new user ...
Automatic email filing to Microsoft Teams
Переглядів 4319 місяців тому
Demo of using Exchange Transport Rules to file email into a Teams Channel (SharePoint Document Library). This works for inbound, outbound and internal email, capturing all email that match your keywords to a Teams Channel. This is a simple way to capture email with a reference such as a project code and store a copy in Microsoft Teams and SharePoint.
Demo of Microsoft 365 Archive
Переглядів 2,4 тис.10 місяців тому
Microsoft 365 Archive is a SharePoint Premium feature that allows you to archive sites to lower cost storage, while continuing to honor security, sensitivity labels and retention policies. Everything remains safely inside you tenant. Learn more on my blog: steveknutson.blog/2024/03/01/microsoft-365-archive/
Copilot Document Creation in Microsoft Word
Переглядів 1 тис.Рік тому
Demo of creating a document from scratch using Microsoft 365 Copilot. I show lots of different Copilot features and how they can be used to help write documents faster. More info here: www.linkedin.com/pulse/writing-copilot-steve-knutson-vffhc/
Demo - Using Microsoft 365 Copilot in Microsoft Word
Переглядів 1,9 тис.Рік тому
This is my first quick demo of Microsoft 365 Copilot and Microsoft Word. This can save me an enormous amount of time and lets me reuse my existing documents, unlocking the knowledge in content I have created in the past.
Bing Chat Enterprise Demo
Переглядів 570Рік тому
In this video I demonstrate using Bing Chat Enterprise to summarise web page content directly in the browser. This is great if you want to produce a summary of an existing webpage to send with an email or post into Microsoft Teams. I talk about author productivity and demonstrate how to save time! In the video I summarise content from this blog post: steveknutson.blog/2023/10/14/who-will-benefi...
SharePoint Page Authoring Overview
Переглядів 151Рік тому
In this video I demonstrate the page authoring features in SharePoint Online. Pages are one of the basic building blocks of an Intranet and can contain content such as text, images and video as well as other webparts. Learn more on my blog steveknutson.blog
Microsoft 365 Purview Records Management Demo
Переглядів 8 тис.2 роки тому
Microsoft 365 Purview Records Management Demo
How to Build a Better Digital Workplace
Переглядів 1 тис.2 роки тому
How to Build a Better Digital Workplace
Improve your productivity and wellbeing with Viva Insights
Переглядів 1992 роки тому
Improve your productivity and wellbeing with Viva Insights
How to call a Power Automate HTTP Request trigger with Javascript in a SharePoint page
Переглядів 20 тис.2 роки тому
How to call a Power Automate HTTP Request trigger with Javascript in a SharePoint page
Advanced SharePoint Document Reminders with Power Automate
Переглядів 10 тис.2 роки тому
Advanced SharePoint Document Reminders with Power Automate
How to create a PDF using Power Automate from a SharePoint List Item
Переглядів 58 тис.2 роки тому
How to create a PDF using Power Automate from a SharePoint List Item
How to create a Modern Wiki with SharePoint Online
Переглядів 88 тис.3 роки тому
How to create a Modern Wiki with SharePoint Online
Creating a Custom SharePoint News Digest with Power Automate
Переглядів 10 тис.3 роки тому
Creating a Custom SharePoint News Digest with Power Automate
SharePoint Pages and Templates
Переглядів 2,6 тис.3 роки тому
SharePoint Pages and Templates
New Book: Building SharePoint Online Intranets
Переглядів 3063 роки тому
New Book: Building SharePoint Online Intranets
SharePoint Folder Permissions with Power Automate
Переглядів 19 тис.3 роки тому
SharePoint Folder Permissions with Power Automate
Introduction to Dataverse for Microsoft Teams
Переглядів 1,1 тис.4 роки тому
Introduction to Dataverse for Microsoft Teams
How to Save email attachments to SharePoint with PowerAutomate
Переглядів 65 тис.4 роки тому
How to Save email attachments to SharePoint with PowerAutomate
SharePoint News from Microsoft Ignite
Переглядів 3404 роки тому
SharePoint News from Microsoft Ignite
Microsoft Lists Demo and Overview
Переглядів 1,7 тис.4 роки тому
Microsoft Lists Demo and Overview
Using Power Automate, Microsoft Forms and Planner to Gather Feedback
Переглядів 8 тис.4 роки тому
Using Power Automate, Microsoft Forms and Planner to Gather Feedback
SharePoint PowerBI Webpart Demo
Переглядів 5724 роки тому
SharePoint PowerBI Webpart Demo
Welcome to my channel
Переглядів 1,8 тис.4 роки тому
Welcome to my channel
Configuring SharePoint Sharing Defaults and Policies
Переглядів 6084 роки тому
Configuring SharePoint Sharing Defaults and Policies

КОМЕНТАРІ

  • @bearpitrock
    @bearpitrock 5 годин тому

    Big thanks.

  • @vitalycsv1
    @vitalycsv1 5 днів тому

    amazing stuff Steve, can this be connected to create the user also in AD? automatically assign the groups. Would be great if you show what values you have in the rest of the steps of the workflow. Keep the good work!

    • @SteveKnutsonNZ
      @SteveKnutsonNZ 4 дні тому

      Thank you. I have some more detail on my blog that might help steveknutson.blog/2024/03/30/create-a-new-microsoft-365-user-with-power-automate/

  • @famdvreugd
    @famdvreugd 29 днів тому

    Just who is passing by in 2024 - FYI if your sharepoint has different language settings, then use the translation of Site pages. Example: Site Pages == Sitepagina's (in Dutch)

  • @marinacicchi3272
    @marinacicchi3272 Місяць тому

    Hi, this is fantastic! thank you. I used what you showed to format the column in Details List and it works great! thank you Now, when i click to open the file, it opes always on the browser (thought the site's and library's settings is to open on dekstop) I tried using web=0 but doesn't work. Do you know if there is anything i can do to force the file to open in client's desktop app instead of a browser? Thank you

    • @SteveKnutsonNZ
      @SteveKnutsonNZ Місяць тому

      Hi, I haven't tried this but I noticed in this forum question that using the File Path as the link open's the result in the app. I hope this helps techcommunity.microsoft.com/discussions/sharepoint_general/modern-sharepoint-search-results-open-with-application/1549485

  • @xtrailfreaks
    @xtrailfreaks Місяць тому

    @bijukrishnan7792 - exact the same problems / questions!

  • @bijukrishnan7792
    @bijukrishnan7792 Місяць тому

    Hi Steve, Great demo - thanks for recording it. A few questions 1. I have the copilot license and I dont see this option on sharepoint, is it already available generally or only because you are an MVP? 2. You have said this already however just to confirm, even if I have copilot enabled on the sharepoint site, the users will also need a copilot license to ask questions?

    • @SteveKnutsonNZ
      @SteveKnutsonNZ Місяць тому

      Thank you! Copilot Agents in SharePoint go GA on the 1st of December, so you shouldn't have long to wait. Microsoft have also announced that a pay as you go licensing option will be available very soon also, this means their will be an option to pay based on usage rather than having to licence all users. I hope this helps :) support.microsoft.com/en-us/office/get-started-with-agents-in-sharepoint-69e2faf9-2c1e-4baa-8305-23e625021bcf

  • @pranavgupta8059
    @pranavgupta8059 Місяць тому

    This method isn't working for me. The copilot is unable to access the Sharepoint data and chat about it as it has for Steve. Has something been changed by Microsoft since this video was released? Is this method working for other people and it's just me facing this issue?

  • @AL-AMINSHEIKHH
    @AL-AMINSHEIKHH Місяць тому

    Hi there! 😊 I love your videos, but your channel seems like it could benefit from better SEO. I can help by offering a free audit. Want to grow your channel with better optimization?

  • @BIGGant
    @BIGGant 2 місяці тому

    THANK YOU!

  • @AMindGame
    @AMindGame 2 місяці тому

    Seems very hard to post sample code :}

  •  2 місяці тому

    thanks for the video !!!

  •  2 місяці тому

    the permission does not get migrated right ? if you have to migrate a file server to SP libraries how would you go about replicating the permissions that existed in the file server up to sharepoint online library file share?

    • @SteveKnutsonNZ
      @SteveKnutsonNZ 2 місяці тому

      You can copy permissions in the advanced settings, but I’d recommend avoiding that if you can. I start with site permissions & then library if I need more granular. Restrictions. Folder permissions last.

  • @louen8413
    @louen8413 2 місяці тому

    Is the copilot supposed to be able to read the files in the Sharepoint where it's been added? From how it was linking a "Leave policy.docx" file when replying to your questions, I assumed it would. I managed to configure mine, it's already answering my questions, but it's telling me it cannot read folders or files.

    • @SteveKnutsonNZ
      @SteveKnutsonNZ 2 місяці тому

      It didn't take long for it to appear for me, but I have be working with someone who can't get it to show up either. We have a support ticket open to trying and resolve the issue.

    • @louen8413
      @louen8413 2 місяці тому

      @@SteveKnutsonNZ Sorry to bother you again, not sure I understand what you're referring to. For.. what to appear? Do you mean the chat window in Sharepoint? I already got mine running and authentication is working too. It's just, it says it cannot interact with folders / files, while I assumed it would. Is it not supposed to? am I perhaps missing something? Thank you for your help.

    • @KoyyaHemanth
      @KoyyaHemanth 2 місяці тому

      @@louen8413 Hi, I am facing same issue, do let me know if you find solution to get reference documents. Thanks!

  • @Skyron98
    @Skyron98 3 місяці тому

    why would you not explain the fields of create user? what does mailnickname mean? why would you create an explanation that does not explain?

    • @SteveKnutsonNZ
      @SteveKnutsonNZ 2 місяці тому

      Why would you complain instead of asking nicely? Why would you not Google it? Why oh why?

    • @Skyron98
      @Skyron98 2 місяці тому

      @@SteveKnutsonNZ I apologize for my mean comment Steve, I was clearly frustrated by the lack of details regarding this topic. I assure you I have searched on Google (where I also encountered your explanatory video by the way) and I could not find a clear and concise response. I was very dissatisfied especially when I encountered such a well structured tutorial of yours which unfortunately omitted exactly the information I was looking for. Regarding your suggestion of asking nicely, while I do agree that should've been the correct approach, I do want to add the fact that if someone needs to ask additional details to an explanatory tutorial video, then most probably it can be improved. Please take it as constructive criticism for your future efforts. Have a nice day.

  • @chunliangliu2281
    @chunliangliu2281 4 місяці тому

    Thank you for sharing Steve. I have a question, how to get rid of the To continue, please login step? Thanks.

    • @SteveKnutsonNZ
      @SteveKnutsonNZ 4 місяці тому

      @@chunliangliu2281 there are some SSO settings that can be configured. learn.microsoft.com/en-us/microsoft-copilot-studio/configure-sso

  • @lialis9556
    @lialis9556 4 місяці тому

    Excellent indeed, and very nicely spoken by Steven, good for my internal rest.

  • @nicolaifbving
    @nicolaifbving 4 місяці тому

    Do I need any form of subscription within the Microsoft Azure service? It seems so.

    • @SteveKnutsonNZ
      @SteveKnutsonNZ 4 місяці тому

      You will need a Copilot Studio subscription, but you can get a 30 day trial to test things out.

  • @sidharthas2348
    @sidharthas2348 4 місяці тому

    Can I add a copilot to my sharepoint communication site so that it can be linked to one of my teams in the MS Teams app So when someone asks a question, it can take data from the sharepoint page rather than a document in sharepoint?

    • @SteveKnutsonNZ
      @SteveKnutsonNZ 4 місяці тому

      Yes, SharePoint page content is supported. You just need to include the URL to the SharePoint site in the knowledge locations when configuring the Copilot. Once done you can access in Teams, you'll see a link when you publish.

  • @alexbromberek1234
    @alexbromberek1234 4 місяці тому

    I don't see a way to do it from a Shared mailbox or a teams group. I guess that can't be done?

  • @activealli
    @activealli 4 місяці тому

    Thanks for this Steve. The 3MB limitation is quite significant. Do you know if it is on the roadmap for this product line to be able to overcome that? I know this video was recorded a while back. Is this still a limitation ?

    • @SteveKnutsonNZ
      @SteveKnutsonNZ 4 місяці тому

      I am not aware of any changes to this limitation in the roadmap currently.

  • @samuellasisi1st
    @samuellasisi1st 4 місяці тому

    Thank you for this, really helpful, this is my first time using the Microsoft Automate, I have successfully created a user account however I cannot assign licences automatically as a part of this flow, do you know how this can be done?

    • @Cryoh-Net
      @Cryoh-Net 4 місяці тому

      Would also love to know this

    • @asaadAI
      @asaadAI 4 місяці тому

      Hi there, you can try this approach : -> Create a Group for License Assignment -> Assign Licenses to the Group -> Set Up Power Automate Flow (Add an Action to Add User to Group)

  • @MatthewAisthorpe-v8i
    @MatthewAisthorpe-v8i 5 місяців тому

    Thanks Steve, you are a lifesaver!

  • @anabeebgrp3773
    @anabeebgrp3773 5 місяців тому

    Can Copilot read text that has been converted to a PDF as an image? If I am correct in my understanding, please clarify whether Copilot can process such text.

  • @KalleMlbakPedersen1
    @KalleMlbakPedersen1 5 місяців тому

    Does anyone have an idea as to when the connecting sharepoint functionality / authentication will work as intended instead of having to follow this manual process?

  • @ShawnHolman77
    @ShawnHolman77 5 місяців тому

    I have this up and running. However, once you add more files it degrades. and returns inaccurate results

  • @robertdowd3203
    @robertdowd3203 5 місяців тому

    How are they having fun in the beginning when Eminem is tied up? Gen Z smh

  • @sme5678
    @sme5678 6 місяців тому

    Can this work for Microsoft Loop also?

    • @SteveKnutsonNZ
      @SteveKnutsonNZ 6 місяців тому

      Unfortunately Loop isn’t supported at this stage.

  • @asaadAI
    @asaadAI 6 місяців тому

    thanks for the video

  • @leonard6986
    @leonard6986 6 місяців тому

    Great walkthrough. Copilot Studio doesn't allow for seamless integration with .aspx file format as seen in Sharepoint. Do you have any workaround for this for wanting to include +1000 Sharepoint documents in the Copilot's knowledge base that are .aspx format?

    • @SteveKnutsonNZ
      @SteveKnutsonNZ 6 місяців тому

      Copilot Studio does support Modern SharePoint pages. Are you using classic pages?

    • @leonard6986
      @leonard6986 6 місяців тому

      I can see that I kept writing the .aspx file extension in the URL, which is not supported. We also run on classic pages and have a ton of documents there, but might need to look into modern then

  • @lxsleeperxl9817
    @lxsleeperxl9817 6 місяців тому

    Why is it so hard to get the attachments from an email to automaticity attach to a planer task? 🫤😢🫤

  • @timelliot8463
    @timelliot8463 7 місяців тому

    DUDE! Thank you for help! Scrathced my head for days guessing why does it show error about authentification... Turned out auto Authenticate just doesn't work

    • @SteveKnutsonNZ
      @SteveKnutsonNZ 6 місяців тому

      Took me a while too! I’m glad I wasn’t alone in that one!

  • @ashleysmith2020
    @ashleysmith2020 7 місяців тому

    Hi Steve! Can this be connected to a shared mailbox?

    • @SteveKnutsonNZ
      @SteveKnutsonNZ 6 місяців тому

      Yes, that is possible. This post my help powerusers.microsoft.com/t5/Building-Flows/Trigger-quot-when-a-new-email-arrives-in-a-shared-mailbox-quot/td-p/1579662

  • @NickBotha-qg1mx
    @NickBotha-qg1mx 7 місяців тому

    Thanks this helped alot ! How do we fix SSO , entering the code is annoying...

    • @SteveKnutsonNZ
      @SteveKnutsonNZ 6 місяців тому

      Glad it helped!

    • @KrowCode
      @KrowCode 2 місяці тому

      Same question, how do we setup SSO? I can't deploy this with a code, it won't get adopted.

  • @aysanhaghani5271
    @aysanhaghani5271 7 місяців тому

    Thanks Steve, I am not sure why my copilot studio theme and options are different, even the new button navigate to a different page :(

  • @susanamartinezdeunanue28
    @susanamartinezdeunanue28 7 місяців тому

    Hi There! thanks for the information. What would be the flow to do the same but pulling the file from Sharepoint. I am working in a project but it looks like we do not have the action convert html to pdf from Sharepoint :( any advice is greatly appreciated.

    • @SteveKnutsonNZ
      @SteveKnutsonNZ 7 місяців тому

      To do this you will still need to convert the file using OneDrive as I show in the video. You can "Get File Content" action to get the content of the file in SharePoint and then create a file in OneDrive using the Content from the first action, next use the OneDrive Convert File action to create a PDF file and then use the SharePoint Create File action using the content from the Converted file action.

  • @paulkelly5947
    @paulkelly5947 7 місяців тому

    Hi Steve. Thanks for the video. I have been asked to export an employee handbook from Sharepoint to allow someone to review it. The handbook is a series of webpages with a table of contents page. Do I have to do each page indivdually or is there some way I can supply a 'root' page and have the routine work through each page?

    • @SteveKnutsonNZ
      @SteveKnutsonNZ 7 місяців тому

      Hi Paul, I think this might help. I am not sure it will work with images in the page however, but it would be worth a try. sharepointstuff.com/2022/06/15/convert-sharepoint-pages-into-pdf/comment-page-1/

  • @toofine6
    @toofine6 7 місяців тому

    It is very difficult to understand you. Whoa are you muffled!😅

  • @DiddyTwister
    @DiddyTwister 7 місяців тому

    Does need user who is only using copilot in Teams some licence? Or just Access to teams and of course to sharepoint?

    • @SteveKnutsonNZ
      @SteveKnutsonNZ 7 місяців тому

      You need a Copilot Studio license. Cost is approximately $200 USD per month which allows for 25000 questions. You don’t need any per use licenses except & M365 license.

    • @jcw1138
      @jcw1138 5 місяців тому

      @@SteveKnutsonNZ does the developer/designer who needs to create and manage the created copilots require a Copilot Studio user license? That's the way I read it on the Microsoft site....

  • @pxul25
    @pxul25 8 місяців тому

    Great video, is it possible to add a filter so that the list is not sent empty if no file is uploaded.

  • @terryfagan7738
    @terryfagan7738 8 місяців тому

    Really, really, quiet!

  • @scara1701
    @scara1701 8 місяців тому

    Does the copilot studio respect permissions within the sharepoint site when it recieves a question? For example document libary folders which are restricted to a list of users?

    • @SteveKnutsonNZ
      @SteveKnutsonNZ 8 місяців тому

      Permissions are delegated from the user making the request, and are restricted to the content they have permission to see. I still recommend using this particular solution with specific sites where you have control over the content.

  • @jaiyden9888
    @jaiyden9888 8 місяців тому

    Thanks Steve m8, great video :)

  • @djdoooie
    @djdoooie 8 місяців тому

    Impressive!

  • @CriB-j9q
    @CriB-j9q 9 місяців тому

    Hi Steve, is this a custom conector?

    • @SteveKnutsonNZ
      @SteveKnutsonNZ 9 місяців тому

      This is a standard connector and doesn’t need a premium license. steveknutson.blog/2022/06/21/start-a-power-automate-flow-from-a-javascript-button-in-sharepoint/

  • @Richard-qb9qh
    @Richard-qb9qh 10 місяців тому

    Great video, but is there a way of sending a similar list but to include an article thumbnail image, the title, and the description to users?

    • @SteveKnutsonNZ
      @SteveKnutsonNZ 10 місяців тому

      It is possible to access the header image using an API call. This LinkedIn post has a step by step guide www.linkedin.com/pulse/how-send-thumbnail-sharepoint-page-email-microsoft-power-ka%C4%8Dena/

  • @ashotoshdas2472
    @ashotoshdas2472 10 місяців тому

    Very helpful video. thanks Steve.

  • @tcsaditya94
    @tcsaditya94 11 місяців тому

    The refer file option is missing from draft with copilot box in all office 365 apps including word and ppt i want copilot to be able to refer other files and draft me stuff based of its contents. This feature would be mighty helpful for my work, can u help me with this please. as I explored I understand that you should get a button to attach file to make copilot refer files but its now showing for me! Thanks in Advance

    • @SteveKnutsonNZ
      @SteveKnutsonNZ 11 місяців тому

      In Word on the Copilot prompt in the document, add an attachment. This lets you generate content based on the attached document. Note in Word you can only attach a Word document. If you want to do this with a PDF file, then use the M365 Copilot (on the left hand app bar).

  • @jdcleary
    @jdcleary Рік тому

    I've watched this video a dozen times while trying to learn SharePoint (I've only discovered SP recently...). And finally the penny dropped! Thanks, Steve :-)

  • @RAUL.B
    @RAUL.B Рік тому

    If I select "File Share" migration, the version history option is missing. What could be the reason?

    • @SteveKnutsonNZ
      @SteveKnutsonNZ Рік тому

      Version history is only supported when migrating from SharePoint Server to SharePoint Online.

    • @RAUL.B
      @RAUL.B Рік тому

      thank you!@@SteveKnutsonNZ

  • @babajikathullu311
    @babajikathullu311 Рік тому

    An excellent detailed video. But I have a question here. When I create a label under FilePlan it says the label already exists. But I don't see any labels under fileplan or retention policies. It's weird not even allowing to create the labels from retention policy tab. Just keep getting labels already exists. But no labels are visible. How do I access those orphan labels or how can I see existing labels?