Uploaded March 2025 | Updated September 2026, 2 weeks ago
Are you tired of not being able to use SharePoint Lists as knowledge in Copilot Studio? In this video, discover a powerful workaround that lets you unlock SharePoint list data and use it intelligently within your custom Copilot agents! 🚀
🔥 What You’ll Learn:
How to integrate SharePoint List data into Copilot Studio agents without using traditional knowledge connectors.
A step-by-step guide to pulling in parent-child list data using Power Platform actions and orchestrating it within your agent.
Learn to build dynamic queries with OData and retrieve custom data like expense reports and employee lists in real time.
Best practices for Power Automate actions, setting up filter queries, and managing user authentication efficiently.
Real-world demos that show how to fetch data and let the agent reason over it, such as calculating average pay or retrieving expense details.
🎯 Who Should Watch:
Power Platform users, Copilot Studio developers, SharePoint enthusiasts, and anyone looking to enhance their automation skills with real data interaction.
👨🏫 Bonus Insights:
See how to dynamically generate filter queries based on user input.
Learn how to manage orchestration and AI general knowledge settings for better control over your agent’s behavior.
Discover the potential of using Dataverse, SQL, Excel tables, and more with similar techniques.
📣 Join the Power Apps911 Training Community! Explore free and paid training, on-demand sessions, and even a 6-month university program at training.powerapps911.com – become a pro with expert-led guidance! powerapps911.com/up-your-power-apps-skills
0:00 SharePoint Lists with Copilot Studio Agents
0:45 Demo of the SharePoint result
1:27 Start with a blank agent and configure
3:08 SharePoint Get Items Action in Copilot Studio
6:38 Add an oData filter query
10:34 Another oData SharePoint Example
12:43 Connect the child data
14:38 Add an instruction to tie them together
15:49 Making the date dynamic
Do you need some help with something that you are working on, contact us!
powerapps911.com/contact
Let's connect on social!
Twitter: twitter.com/ShanesCows
LinkedIn: linkedin.com/in/cincyshane
Bluesky: https://bsky.app/profile/shanescows.bsky.social
Join this channel to get access to perks:
youtube.com/channel/UC7_OGRP8BYvtGB8eZdPG6Ng/join
#copilotstudio #sharepoint #aiagent
Are you tired of not being able to use SharePoint Lists as knowledge in Copilot Studio? In this video, discover a powerful workaround that lets you unlock SharePoint list data and use it intelligently within your custom Copilot agents! 🚀
🔥 What You’ll Learn:
How to integrate SharePoint List data into Copilot Studio agents without using traditional knowledge connectors.
A step-by-step guide to pulling in parent-child list data using Power Platform actions and orchestrating it within your agent.
Learn to build dynamic queries with OData and retrieve custom data like expense reports and employee lists in real time.
Best practices for Power Automate actions, setting up filter queries, and managing user authentication efficiently.
Real-world demos that show how to fetch data and let the agent reason over it, such as calculating average pay or retrieving expense details.
🎯 Who Should Watch:
Power Platform users, Copilot Studio developers, SharePoint enthusiasts, and anyone looking to enhance their automation skills with real data interaction.
👨🏫 Bonus Insights:
See how to dynamically generate filter queries based on user input.
Learn how to manage orchestration and AI general knowledge settings for better control over your agent’s behavior.
Discover the potential of using Dataverse, SQL, Excel tables, and more with similar techniques.
📣 Join the Power Apps911 Training Community! Explore free and paid training, on-demand sessions, and even a 6-month university program at training.powerapps911.com – become a pro with expert-led guidance! powerapps911.com/up-your-power-apps-skills
0:00 SharePoint Lists with Copilot Studio Agents
0:45 Demo of the SharePoint result
1:27 Start with a blank agent and configure
3:08 SharePoint Get Items Action in Copilot Studio
6:38 Add an oData filter query
10:34 Another oData SharePoint Example
12:43 Connect the child data
14:38 Add an instruction to tie them together
15:49 Making the date dynamic
Do you need some help with something that you are working on, contact us!
powerapps911.com/contact
Let's connect on social!
Twitter: twitter.com/ShanesCows
LinkedIn: linkedin.com/in/cincyshane
Bluesky: https://bsky.app/profile/shanescows.bsky.social
Join this channel to get access to perks:
youtube.com/channel/UC7_OGRP8BYvtGB8eZdPG6Ng/join
#copilotstudio #sharepoint #aiagent
