Connect Share Point to Agent

[justuskilianwolff]

Hey everyone,
everytime I open up the agents in AI Foundry I see new features, so thanks a lot for this steady and quick progress. I am just wondering when SharePoint will be added to the optional knowledge sources? Is there a time line in place?

This article recommends to use Azure AI search, which would be a path we don't want to take, since we then also need to manage the index.

Also it currently seems like, you can only add one Azure AI index at a time? Will that change in the future?

[amynic]

Hi @justuskilianwolff thanks for posting in the Azure AI Foundry Developer Forum!

You are in luck! We spoke about SharePoint integration at Microsoft Build yesterday:

Knowledge Integrations: The platform now includes SharePoint as a first-party, built-in knowledge tool, alongside existing tools like Microsoft Fabric and Bing Search, providing agents with richer, context-aware insights.

https://techcommunity.microsoft.com/blog/azure-ai-services-blog/expand-azure-ai-foundry-agent-service-with-more-knowledge-and-action-tools/4414404

Let me reach out to the team to see share more resources that can get you moving

[justuskilianwolff]

Thank you very much, thats amazing!

[justuskilianwolff]

Sorry to reopen this @amynic. Does this also apply to SharePoint Embedded, i.e. is SPE supported with the SharePoint integration? I assumed it would be, but I just want to make sure.

[amynic]

No problem @justuskilianwolff - let me take this one away and have a dig around ...

[waldekmastykarz]

Hey @justuskilianwolff, the Microsoft 365 Copilot API initially doesn't include content from SharePoint Embedded containers. It should come soon though, so please stay tuned for more news.

[markharrison]

I cant SharePoint knowledge to work

[amynic]

Hi @markharrison have you worked through the docs page and still having this issue: https://learn.microsoft.com/en-us/azure/ai-services/agents/how-to/tools/sharepoint

Note the permissions needed for this integration

Developers and end users have Microsoft 365 Copilot license.
Developers and end users have at least Azure AI User RBAC role.
Developers and end users have at least READ access to the SharePoint site.

[markharrison]

Thank you - i dont have this "Microsoft 365 Copilot license." its a just a demo / learning environment - is there a way around this for demo/learning ?

[leestott]

Unfortunately NOT.. To Utilise Sharepoint in Azure AI Agent service you need the following:

Microsoft 365 Copilot License: Both the developer and the end user need this license. Without it, the SharePoint tool won’t retrieve content—even if roles and permissions look fine.
Identity Passthrough (On-Behalf-Of): The SharePoint tool uses managed identity to access documents. If identity passthrough isn’t configured correctly, the agent won’t be able to retrieve anything meaningful—even if the user has access.
Supported Content: Only certain file types are supported (.pdf, .docx, .ppt, .txt, .aspx), and the docs recommend starting with a simple folder structure and short documents to avoid parsing issues.
Connection Setup: When adding the SharePoint tool in the portal, make sure the connection is marked as secret, and that the site URL is in the correct format (e.g., https://contoso.sharepoint.com/sites/policies).
RBAC Role: You mentioned the AI User Role is applied, which is great. Just make sure it’s applied to both the Azure AI Foundry resource and the SharePoint site itself.

See https://learn.microsoft.com/en-us/azure/ai-foundry/agents/how-to/tools/sharepoint

[renaracc]

Could someone make it with this connector? I am getting the same error

[jayachithra]

Is anyone able to get the sharepoint connector working? We're getting a BadRequest error when connecting with the sharepoint tool. We have the M365 Copilot License and we followed the steps here. We also tried with delegated access to the sharepoint site, but still couldn't get it working.