← All 8 sessions Session 05 of 8 · OneDrive & SharePoint

Copilot in OneDrive & SharePoint

⏱ 2 hours core · 2.5 hrs hands-on practice Live over Microsoft Teams · tailored to your tenant

Copilot’s ability to find, summarise and work with files across OneDrive and SharePoint, turning your organisation’s document repositories into a searchable, conversational knowledge base.

What we cover

Inside Session 05.

Copilot in OneDrive

Natural language file search by topic, not just name
Document summaries: understand a file without opening it
Compare documents across versions or related files
Key insights from long documents
Sharing and acting on OneDrive content via Copilot Chat

Copilot and SharePoint

How SharePoint content feeds organisational knowledge
Searching across SharePoint sites from Copilot Chat
Creating pages, news and site content with Copilot
Grounding prompts in specific libraries or folders

Default & custom SharePoint agents

Built-in site agent: what ships with every SharePoint site
Scoping to a library, folder or specific files
Creating a custom agent grounded on a site or folder
Publishing, sharing, versioning and retiring agents

Skills & knowledge bases

Knowledge vs. skills: what the agent knows vs. does
Common skills: lookups, flows, actions in other systems
Governance and oversight for action-taking agents

By the end of this session

Your team will be able to…

✓

Find, summarise and compare files in plain English.

✓

Deploy default site agents and ground them on the right scope.

✓

Build a custom SharePoint agent and extend it with skills.

Bring Session 05 to your team.

Delivered live over Microsoft Teams and tailored to your Microsoft 365 environment. Tell us a little about your organisation and we’ll shape the session around your goals and calendar.