Ground agents with enterprise knowledge using connectors and Azure AI Search in Microsoft Copilot Studio
Advanced
Functional Consultant
App Maker
Microsoft Power Platform
Microsoft Copilot Studio
Ground your Copilot Studio agents in enterprise knowledge by connecting to Copilot connectors, Power Platform connectors as real-time knowledge sources, and Azure AI Search vector indexes. Distinguish between index-based and real-time knowledge approaches and configure authentication settings for publishing knowledge-grounded agents.
Note
Microsoft Copilot Studio has introduced a new experience with updated features, capabilities, and navigation. This module is based on the classic experience. For more information, see Classic vs. new agent experience.
Learning objectives
After completing this module, you'll be able to:
- Distinguish between Copilot connectors and Power Platform connectors as knowledge sources
- Add a Copilot connector as a knowledge source to an agent
- Configure Power Platform connectors as real-time knowledge sources
- Connect an agent to an Azure AI Search vector index as a knowledge source
- Configure authentication settings required for knowledge source–based publishing
Prerequisites
- Ability to create, configure, and publish agents in Copilot Studio
- Familiarity with SharePoint and Dataverse as knowledge sources for agents in Copilot Studio
- Access to Microsoft Copilot Studio
- Permissions to create solutions and agents in a Power Platform environment
- Access to an Azure subscription