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Unlock the power of Agents inside SharePoint and OneDrive
We're thrilled to host Mark Kashman for an exclusive live session focused on unlocking the power of Agents inside SharePoint and OneDrive.
Check current Microsoft documentation to confirm list support status in your tenant.
🔗 Slide Deck (Including Video of Business Scenarios)
🔗 Session Transcript (please use as you wish with your own AI tools)
Mark Kashman Unlock Agents In SharePoint Transcript.docx
🔗 Session Summary and Key Points Covered
Mark Kashman Agents In SharePoint Workshop Session Recap.docx
🔗 Key Session timecodes (AI Generated. Use along with Video Transcript search on the player to get all results for your chosen key phrase or words)
00:00 Introduction and Session Overview
03:16 Understanding SharePoint Agents
05:23 Security and Permissions
07:43 Practical Scenarios and Use Cases
17:53 Licensing and Cost
38:31 Demo and Q&A
44:20 Testing the Agent's Capabilities
45:25 Configuring Content Sources
46:45 Publishing and Testing the Agent
47:57 Locating and Managing Agent Files
52:55 Understanding Copilot and SharePoint Agents
01:08:59 Creating and Using OneDrive Agents
01:21:02 Sharing and Permissions for Agents
01:31:03 SharePoint Agent Demo
01:31:18 Permissions and Sharing
01:32:02 Troubleshooting Issues
01:33:13 Teams Integration
01:37:37 Creating Custom Agents
01:42:05 Managing SharePoint Agents
01:45:29 Governance and Security
02:03:38 Licensing and Costs
02:14:19 Q&A and Closing Remarks
🔗 Useful Links mentioned in the recording
1️⃣ Boosting efficiency with SharePoint agents: How our Microsoft legal team is helping clients find answers faster - Inside Track Blog
2️⃣ One-click AI agents in SharePoint and Teams - focused on files you select (Microsoft 365 Copilot)
3️⃣ Great Microsoft 365 Copilot works video with Mary David Pasch
4️⃣ Adoption tips and tricks
SharePoint agents – Microsoft Adoption
5️⃣ Copilot Architecture overview
🔄 Product Updates Since Recording
Microsoft continues to evolve SharePoint & OneDrive Agents. The core architecture and principles shown in this session remain valid, but a few areas have progressed:
📌 SharePoint Lists & Structured Data
At the time of recording, agents did not support direct grounding on SharePoint Lists. Microsoft has since expanded structured data and metadata capabilities.
📌 Metadata & Retrieval
Metadata handling and search-based reasoning continue to improve via Microsoft Search and Graph enhancements. Current behaviour may be more advanced than demonstrated here.
📌 OneDrive Experience
The OneDrive Agent UX has been refined. File limits, labels, and licensing prompts may look slightly different in your tenant.
For the latest technical specifics, check Microsoft Learn documentation for:
- SharePoint Agents