Explore documents, SharePoint libraries and lists, Dataverse, public websites, Azure AI Search, Snowflake, and Databricks, then choose the right source for your agent.
In Introduction to Copilot Studio: Knowledge, Amelia Roberts explains how knowledge sources help Copilot Studio agents provide more grounded, useful, and relevant responses. This course introduces the different types of knowledge you can connect to an agent, including documents, SharePoint document libraries, SharePoint lists, Dataverse, public websites, Azure AI Search, Snowflake, and Databricks. The focus is helping learners understand what each source is best suited for and how knowledge impacts the quality of an agent’s answers.
You’ll explore each knowledge option step by step, learning how structured and unstructured sources can support different agent scenarios. Amelia also covers how to choose the right knowledge source based on your data, security needs, maintenance requirements, and user experience goals. By the end, you’ll understand how to connect Copilot Studio agents to the right information so they can answer questions more accurately and support real business workflows.
Course Outline ( Free Preview)
Module 00 - Introduction
Amelia introduces the role of knowledge in Copilot Studio and explains why connected information matters for useful agent responses. You’ll get a clear overview of the knowledge sources covered in the course and how they support different agent scenarios. This module sets the foundation for understanding how agents use data to answer questions more accurately.
Module 01 - Documents
Learn how documents can be used as a knowledge source for Copilot Studio agents. Amelia explains how files can provide helpful context for policies, procedures, reference guides, and other content-heavy use cases. You’ll see why document-based knowledge is often a strong starting point for building agents that answer common business questions.
Module 02 - SharePoint Document Libraries14 min.
Explore how SharePoint document libraries can connect existing organizational content to your agent. Amelia explains how libraries support managed document storage, permissions, and team-based content access. This module helps learners understand when SharePoint libraries are a good fit for agents that need to reference maintained internal documentation.
Module 03 - SharePoint Lists12 min.
Learn how SharePoint lists can provide structured knowledge for Copilot Studio. Amelia covers how list-based data differs from documents and why it can be useful for records, trackers, requests, or organized reference information. You’ll learn when a list is a better choice than a document library for agent grounding.
Module 04 - Dataverse7 min.
Dataverse provides structured business data that can support more connected and enterprise-ready agent experiences. Amelia explains how Dataverse fits into the Power Platform ecosystem and why it is useful when agents need access to governed tables, business records, and app-related data. This module helps learners see how Dataverse can support more scalable agent solutions.
Module 05 - Public Websites8 min.
Learn how public websites can be used as a knowledge source when agents need to reference external or publicly available information. Amelia explains the strengths and limitations of website-based knowledge, including freshness, reliability, and content control. You’ll learn when websites are appropriate and when a more governed internal source may be safer.
Module 06 - Azure AI Search7 min.
Explore how Azure AI Search can support more advanced knowledge scenarios. Amelia explains how search indexes can help agents retrieve relevant information across larger or more complex content collections. This module introduces Azure AI Search as a powerful option for organizations that need stronger retrieval, indexing, and search control.
Module 07 - Snowflake10 min.
Learn how Snowflake can serve as a knowledge source for agents that need access to cloud data warehouse information. Amelia explains where Snowflake fits for analytics-driven or enterprise data scenarios and why structured, governed data can improve agent usefulness. This module helps learners understand when Snowflake is the right source for data-backed agent responses.
Module 08 - Databricks0 min.
Explore how Databricks can connect lakehouse and analytics data to Copilot Studio scenarios. Amelia explains how Databricks may support agents that need access to curated datasets, notebooks, or data engineering outputs. You’ll learn where Databricks fits compared to other structured data sources and why it can be valuable for data-heavy agent use cases.
Module 09 - Choosing The Right Knowledge Source3 min.
Bring the course together by comparing the available knowledge source options. Amelia explains how to choose based on content type, structure, security, freshness, maintenance, and how users will interact with the agent. This module helps learners make better design decisions instead of connecting every possible source by default.
Module 10 - Class Wrap Up7 min.
Congratulations on completing Introduction to Copilot Studio: Knowledge. You’ve explored the major knowledge source options, including documents, SharePoint, Dataverse, public websites, Azure AI Search, Snowflake, and Databricks. Use these concepts to design agents that are better grounded, easier to maintain, and more useful for real users.
Amelia Roberts has a Master's in Education and spent 10 years teaching grades K-12 before joining the Pragmatic Works Training Team. Her goal at Pragmatic Works is to provide energetic and engaging training that builds up your confidence in various programs. Her outside hobbies include coaching a dance team, reading, and experiencing life with her son.
