Top 10 Copilot Studio Articles Of 2025

Happy New Year 🥳

As another year of blogging draws to a close I would like to say thank you to all of my subscribers at MatthewDevaney.com. Each week in 2025 I’ve shared a new Copilot Studio technique that I hoped you would find useful. In 2026 I’ll continue doing more of the same.

Here are my favorite articles for the year 2025. Thank you for your continued interest in my writing. It is your support keeps me going.

Copilot Studio SharePoint List Knowledge Workaround

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Copilot Studio cannot use a SharePoint list as knowledge but there is a workaround with Agent actions that delivers excellent results. The Agent can call a flow to get information about the SharePoint list columns and data types. Then it can feed it into an AI Prompt along with the user’s question to craft a SharePoint Rest API filter query to get the relevant list items. Once the list items are returned the Copilot Studio Agent uses generative AI to craft a message and send the answer to the user.

Copilot Studio Easiest Way To Upload A File In A Chat Window

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In Copilot Studio you can upload a file to a chat window and then perform actions on it like run a prompt or save the file to SharePoint. This method shows how to upload a file by using a question node. We will also perform additional validation to ensure the correct file type was uploaded. Then the Agent can be deployed to MS Teams, M365 Copilot, SharePoint, etc.

Upload File In Copilot Studio (Generative Orchestration Mode)

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You can upload a file in Copilot Studio without prompting the User without using a question node. The User can simply drop a file into the chat window, the Agent will detect the file and then process it. This is made possible by creating a topic that triggers when an activity is performed and checking the Attachments table system variable for files.

Secret Way To Create Excel File Using Copilot Studio Prompts

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You can use Copilot Studio to create an excel file and output it to a chat window. The new code interpreter feature in Copilot Studio prompts allows you generate an Excel file as output. But to take advantage of it, you must also know how to upload a file to the chat window and where to get the Excel file location. This article will fully explain how to create an excel file in Copilot Studio from end-to-end.

Copilot Studio: ServiceNow Connect Knowledge Base + Incidents

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Connecting a Copilot Studio and ServiceNow Knowledge Base allows an Agent to answer I/T support questions using a trusted-source. We can do this by setting up an application registry in ServiceNow and supplying the client id and secret to Copilot Studio. The same connection can also be used to perform read/write actions on structured data sources such as the Incidents table where I/T support ticket details are stored.

Copilot Studio: Azure AI Search Complete Setup Guide

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Copilot Studio can use an Azure AI Search index as knowledge to answer Users questions about unstructured data. It is especially good at retrieving text information stored in files (PDF, Text, etc). To do this you will need to create an Azure AI Search resource, an Azure Storage account to store the files and an Azure Open AI resource to deploy an embeddings model. In this tutorial I will show you how to perform all of the setup steps.

Azure AI Foundry Model In Copilot Studio Custom Prompts

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Any custom model created in Azure AI Foundry can be used in Copilot Studio. This means developers are now longer limited to the standard Open AI models: GPT 4o-mini, GPT 4o, o3. Now we can use other models from different providers such as Llama (Meta), Grok (X), Deepseek, etc. After setup in Azure AI Foundry, the models can be selected in the AI Prompt designer and sent to the User as a message.

How To Build A Copilot Studio Agent With Generative Orchestration

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I want to show you how to build a complete Copilot Studio Agent that takes full advantage of generative orchestration mode. Over the course of a multi-turn conversation, the Agent will use its instructions and messages sent by the User to decide which topics and tools to call next. Where possible, we will let the Agent respond without hardcoded messages. And we will also use variables to keep track of state while reducing the risk of Agent failure.

Copilot Studio Autonomous Agent To Read & Write Excel Files

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With Copilot Studio autonomous agents, you can give any Agent the ability to read and write to an Excel file. When the agent is triggered, its can read an Excel file’s contents using code interpreter. Then it uses its instructions and knowledge to determine which cell values to update and uses and agent flow to write them to the spreadsheet. In this tutorial I will show you how to create your own Excel autonomous agent in Copilot Studio.

How To Use Multi-Agent Orchestration In Copilot Studio

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You can use multi-agent orchestration in Copilot Studio to enable collaboration among agents, allowing them to solve complex problems. In this pattern, a parent agent co-ordinates the workflow by calling child agents to perform specific tasks. Child agents can either be embedded in the parent agent and use a subset of the parent’s knowledge tools. Or child agents can be separate standalone agents having their own knowledge and tools.

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