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Wednesday Webinar—Help your Copilot agents understand your business language and surface insights from SharePoint. In this webinar, Helmut and I will talk about the challenges and impact of document chaos in SharePoint, and then we’ll show you an example of what happens when Copilot agents—empowered with your business terminology—find exactly what you’re looking for. But it’s so much more than better search. You can gain insights, surface critical processes, generate reports, and automate tasks that eat up your valuable time. We recently uncovered an automated use case that would allow a client to extract and submit compliance information scattered across a vast document repository. That’s just one use case. In the webinar we will talk about a few others, and we’re going to give you an ebook with 30 more use cases. We’ll show you how it works using a very simple show and tell: From a SharePoint blunder to a trusted response from a Copilot agent we built. The beauty of SharePoint—you’re already using it. Now get more value from it with Copilot agents. So, what’s in your SharePoint library?

Great insights on why SharePoint health is critical for Copilot success! Too often, organizations focus on the AI layer without realizing that data quality and governance are the foundation. I couldn’t agree more: ✔ A one-time assessment is not enough—ongoing care is key. ✔ The right tools and processes make governance simple and sustainable. ✔ No PowerShell headaches, just a clear path forward. If you’re serious about making Copilot work for your business, start with your SharePoint environment. Curious how to get there? Let’s connect. #MicrosoftCopilot #SharePoint #AIAdoption #Governance #ModernWork aimpact

Trying to build an Agent with Sharepoint knowledge without a single Copilot license? Here is how. There are 3 main ways in which SharePoint knowledge can be added to an agent: 1️⃣ Microsoft Copilot SharePoint agent (in M365): - Requires a Microsoft 365 Copilot license for users 2️⃣ Azure AI Agent with the SharePoint knowledge (in AI Foundry): - Requires Microsoft 365 Copilot licenses for developers AND - end users because it calls the Microsoft 365 Copilot Retrieval API 3️⃣ Azure AI Agent with a SharePoint index (in Azure AI Search): - No Copilot licenses needed - The prerequisites are Azure AI Search (Basic or higher) and SharePoint Online; auth is via app or delegated permissions ⚠️ So what is the crux? The SharePoint Online indexer (preview) doesn’t bring over SharePoint’s per-user permissions. Anything in the index is visible to anyone who can query the index unless you implement document-level security trimming (store ACLs/group IDs in fields and apply filters at query time). That’s extra design & plumbing work and easy to get wrong. ✅ TL;DR: If you don't have Copilot licenses, the Azure AI Search route works. Just plan for security compliance from day one. 🔗 The link to this 3rd method: https://lnkd.in/dcW-H_Tb #Azure #SharePoint #Microsoft365 #AzureAISearch #AI #GenerativeAI #RAG #Security #Copilot #AI #EnterpriseSearch #VectorSearch #SemanticSearch #KnowledgeManagement

🗓️ Microsoft 365 Roadmap - Copilot in SharePoint is starting to shape. After the SharePoint Agents, Microsoft is rolling a new AI features based on the Microsoft 365 Copilot license in SharePoint Online. After the AI Section was created by AI on the SharePoint pages, AI Actions will be rolled out to SharePoint Document Libraries. 🔹Description We’re expanding AI capabilities to SharePoint document libraries in Microsoft 365 on the web. AI file actions—already available in OneDrive—will now be accessible in SharePoint, enabling users to summarize content, compare files, generate FAQs, ask questions, and create audio overviews directly from document libraries. AI file actions will be available to all users with a Copilot license in SharePoint document libraries on the web. These actions mirror those currently available in OneDrive and offer enhanced productivity by enabling users to interact with files using natural language prompts. This feature is on by default and does not require admin configuration. Sections with AI works by first looking at the context of your page to offer prompt suggestions for what content you need next to offer a starting point. Once you click generate, Sections with AI then leverages your sources, the knowledge and content already inside of your organization, and the content already on your page to create rich sections that go beyond just image and text. This could mean including information from meeting transcripts, recent documents, or any other knowledge Copilot has access to. Toggle between options in the header and choose your favorite! 🔹Release stages: Rolling out 🔹 References Microsoft 365 Roadmap ID 1141949 Roadmap ID 488297 🔻 To stay updated with the latest developments in Microsoft 365, subscribe to the M365 & Copilot Weekly Digest: https://lnkd.in/duw7YwiM #sharepoint #copilot #microsoft365 #office365 #microsoft365copilot #copilotinsharepoint

REAL WORLD USAGE - Exploring Microsoft’s new Knowledge Agent in SharePoint I’ve just enabled the Knowledge Agent in my own tenancy (well i did at 7AM this morning) to see how it performs in practice - and it’s clear this could be a quite useful for content-heavy organisations. What does it bring? ✔️ Contextual Copilot assistance right inside SharePoint pages ✔️ Summarize highlights, auto-generate FAQs, and guide users on how to use resources ✔️ Smart metadata & tagging - it automatically suggests columns and fills values based on document content ✔️ Workflow automation in plain English (no Power Automate skills needed) ✔️ Content freshness & hygiene - flagging stale pages, broken links, and outdated docs (Tho, I am worried if, that a user, may, unknowingly do this in production systems with 100s if not 1000s of files in it - Lets cross that bridge shortly!) 💡 What struck me most: it’s metadata capable. In my own testing, the Knowledge Agent analysed a document library and suggested adding new columns like “Business contact email” and “Business identifier number,” then populated them across multiple file types (Word, Excel, PDF, MSG, etc). That’s a massive boost for content organisation, search, and governance without manual tagging (Now Copilot needs to take it into account!) Why it matters: This isn’t just another Copilot feature - it’s a step toward automated QUALITY knowledge management. It helps keep content discoverable, compliant, and current without drowning in manual upkeep. 📸 Check out the screenshots below from my own Archon Gnosis tenancy with the Knowledge Agent live (The Knowledge Agent is a preview feature currently and not fully released by Microsoft) 👉 Read the official Microsoft announcement here: https://lnkd.in/gTGv7aAB #Microsoft365 #SharePoint #Copilot #KnowledgeManagement #MVPBuzz #ModernWork #AIAgents #KnowledgeAgent #LearningFriday

If SharePoint still feels like a file server, you’re missing its real power. Folders are passive. Metadata is active. In this SharePoint enablement engagement, I showed the team how metadata can do more than just organise files. Together and collaboratively, we created a simple rule.. Before I continue. Consultants and companies that "DO SHAREPOINT" will charge you thousands of $$$ for this... DO NOT FALL FOR IT.... So, what we created was a "simple" business process. 30 days before a document’s review date, the owner automatically gets an email reminder. - No chasing. - No forgotten documents. - No manual tracking. Your takeaway.... - Folders just store information. - Metadata keeps your business moving. Thank me in the comments is all I ask 😉, I am here to help you improve your use of SharePoint and go even further with AI and Copilot.

Metadata is the key to success with SharePoint. It's like have the row from an Excel sheet attached to each file. Using the browser, I can filter that data, even saving that filter as a view. added bonus: metadata lets you build automation: notifications, approvals and much more.

🧠 Released Today: The Knowledge Agent for Copilot Microsoft is about to unlock a whole new layer of intelligence in M365 Copilot and SharePoint — and it’s all about content clarity, automation, and freshness. Copilot goes beyond traditional AI by leveraging Semantic Search and the Microsoft Graph to generate responses from your organization’s content in SharePoint – the world’s largest content platform - making effective content management crucial for success. Launching in public preview on September 18, the new Knowledge Agent helps organizations finally tame their SharePoint sprawl and turn content chaos into clarity. 📁 Smart Metadata & Autofill Tagging • Dynamically suggests metadata columns for SharePoint libraries. • Uses Autofill prompts to tag content automatically based on context. • Makes it easier to find, organize, and govern content — without manual tagging. 🔄 Workflow Agent with Natural Language • Build content workflows using plain English and “mad libs”-style prompts. • Example: “When a new policy is uploaded, notify the HR team and archive the old version.” • No Power Automate expertise required—just describe what you want. 🧹 Content Freshness & Link Hygiene • Detects obsolete pages and stale content. • Flags broken links and outdated documents. • Uses search history and user behavior to suggest new pages dynamically. 🚀 Why This Matters The Knowledge Agent isn’t just another Copilot—it’s a strategic leap toward automated knowledge management. It helps teams stay current, compliant, and collaborative—without drowning in manual upkeep. We’ll be watching closely as preview rolls out. If you manage content at scale, this is one to watch. 👉 Our blog post has all the detail in the first comment. Thanks.

🧠 Released Today: The Knowledge Agent for Copilot Microsoft is about to unlock a whole new layer of intelligence in M365 Copilot and SharePoint — and it’s all about content clarity, automation, and freshness. Copilot goes beyond traditional AI by leveraging Semantic Search and the Microsoft Graph to generate responses from your organization’s content in SharePoint – the world’s largest content platform - making effective content management crucial for success. Launching in public preview on September 18, the new Knowledge Agent helps organizations finally tame their SharePoint sprawl and turn content chaos into clarity. 📁 Smart Metadata & Autofill Tagging • Dynamically suggests metadata columns for SharePoint libraries. • Uses Autofill prompts to tag content automatically based on context. • Makes it easier to find, organize, and govern content — without manual tagging. 🔄 Workflow Agent with Natural Language • Build content workflows using plain English and “mad libs”-style prompts. • Example: “When a new policy is uploaded, notify the HR team and archive the old version.” • No Power Automate expertise required—just describe what you want. 🧹 Content Freshness & Link Hygiene • Detects obsolete pages and stale content. • Flags broken links and outdated documents. • Uses search history and user behavior to suggest new pages dynamically. 🚀 Why This Matters The Knowledge Agent isn’t just another Copilot—it’s a strategic leap toward automated knowledge management. It helps teams stay current, compliant, and collaborative—without drowning in manual upkeep. We’ll be watching closely as preview rolls out. If you manage content at scale, this is one to watch. 👉 Our blog post has all the detail in the first comment. Thanks.