Knowledge sources overview
Knowledge in Copilot Studio allows you to add enterprise data from Power Platform, Dynamics 365 data, and external systems, so your copilots provide relevant information and insights for your end users. In addition, knowledge can be incorporated with Generative answers in copilots. Published copilots that contain knowledge use the configured knowledge sources to ground the published copilot.
Supported knowledge sources
Name | Source | Description | Number of inputs supported in general answers | Authentication |
---|---|---|---|---|
Public Website | External | Searches the query input on Bing, only returns results from provided websites | 4 public URLs (for example, microsoft.com) | None |
Documents | Internal | Searches documents uploaded to Dataverse, returns results from the document contents | Limited by Dataverse file storage allocation | None |
SharePoint | Internal | Connects to a SharePoint URL, uses GraphSearch to return results | 4 URLs per generative answers topic node | Copilot user's Microsoft Entra ID authentication |
OneDrive | Internal | Connects to a OneDrive URL, uses GraphSearch to return results | 4 URLs per generative answers topic node | Copilot user's Microsoft Entra ID authentication |
Dataverse | Internal | Connects to the connected Dataverse environment and uses retrieval-augmented generative technique in Dataverse to return results | Two Dataverse knowledge sources (and up to 15 tables per knowledge source) | Copilot user's Microsoft Entra ID authentication |
Enterprise data via graph connections | Internal | Connects to the connected Dataverse environment and uses retrieval-augmented generative technique in Dataverse to return results | Two per custom copilot | Copilot user's Microsoft Entra ID authentication |
Note
Copilot user authentication for information sources means that when a specific user asks a question of the copilot, the copilot only surfaces content for that specific user to access.
Note
- Knowledge sources in generative answers don't support external resources, such as Bing Custom Search, or internal resources, such as custom data.
- For websites, you'll need to confirm which website(s) your organization owns that Bing will search through Copilot Studio.
Interact with knowledge sources
Knowledge sources can be incorporated into copilots during their initial creation, added after the copilot is created, or added to a generative answers topic node. The following tables describe how you can interact with knowledge sources during these processes.
Knowledge entry points
Knowledge source | Conversational creation | Creation configuration | Post-Creation configuration | Knowledge page | Topics node |
---|---|---|---|---|---|
Public website | Yes | Yes | Yes | Yes | Yes |
SharePoint / OneDrive | Yes | Yes | Yes | Yes | Yes |
File Upload | No | Yes | Yes | Yes | Yes |
Dataverse | No | Yes | Yes | Yes | Yes |
Graph Connectors | No | Yes | Yes | Yes | Yes |
Knowledge experiences
Knowledge source | Create | Open/Download | Delete | Edit | Generative answers |
---|---|---|---|---|---|
Public website | Yes | Yes | Yes | Yes: All - such as Name, Description, Web page link | Yes |
SharePoint/OneDrive | Yes | Yes | Yes | Yes: All - such as Name, Description, Web page link | Yes |
File Upload | Yes | Yes | Yes | Yes | Yes |
Dataverse | Yes: Name, Description, Table Selection, Synonyms, Glossary | No | Yes | Yes | Yes |
Graph Connectors | Yes | No | Yes | No | Yes |