Question

A department lead wants a simple agent that answers questions using content from three specific SharePoint document libraries, with a custom name, instructions, and greeting. They have no coding experience and want the fastest supported way to build and share this agent from within Microsoft 365 Copilot. As the administrator, which approach should you recommend?

Accepted Answer

Build a declarative agent using the no-code Copilot Studio agent builder (Agent Builder) available through Microsoft 365 Copilot, grounding it on the selected SharePoint libraries

Answer

Provision a dedicated Azure OpenAI resource and write a custom API that queries the SharePoint libraries directly

Answer

Create a Power Automate flow that copies the library contents into a Dataverse table for the agent to read

Answer

Assign the department lead the Global Administrator role so they can modify the built-in Microsoft 365 Copilot behavior