SharePoint Agents vs Copilot Studio – Which One Should You Use?

In this session, we take a DEEP DIVE into SharePoint Agents — Microsoft's AI-powered assistants built right into SharePoint. No complex setup. No extra tools. Just powerful AI grounded in your own documents and site content.
Whether you're a SharePoint admin, developer, or IT pro, this video will give you everything you need to understand, build, and manage SharePoint agents in 2026.
✅ What You'll Learn:
• What SharePoint Agents are and how they work
• Out-of-the-box agent vs custom agent — which to use when
• Step-by-step demo: build a custom agent from a document library
• How to configure name, purpose, sources (up to 20), and agent instructions
• SharePoint agent permissions — how they respect your existing security
• How to approve, publish & set a default agent on your site
• Integrating your SharePoint agent in Microsoft Teams
• Copilot Studio vs native SharePoint agent — side-by-side comparison
• Licensing: M365 Copilot license and pay-as-you-go options

Chapters:
00:00:00 – Introduction & Session Overview
00:02:16 – What is a SharePoint Agent?
00:03:02 – Demo: Exploring a SharePoint Site with the Built-in Agent
00:03:55 – Using the Out-of-the-Box Copilot Icon on SharePoint
00:07:22 – Creating a Custom SharePoint Agent
00:10:36 – Demo: Building an Agent from a Document Library
00:12:06 – Step 1: Agent Overview (Name & Purpose)
00:13:16 – Step 2: Configuring Sources (Files & Libraries)
00:14:44 – Step 3: Agent Behavior (Welcome Message, Starter Prompts & Instructions)
00:16:52 – Agent Creation Complete & Testing the Chat
00:17:56 – Sharing the Agent & Understanding the Agent File
00:19:27 – Approving & Setting an Agent as Default
00:21:37 – SharePoint Lists: Current Agent Limitations
00:22:14 – Summary: Out-of-the-Box vs Custom Agents
00:22:33 – SharePoint Agent Permissions Explained
00:23:33 – Licensing Requirements for SharePoint Agents
00:24:02 – Integrating SharePoint Agent with Microsoft Teams
00:25:02 – Copilot Studio vs Native SharePoint Agent: Side-by-Side Comparison
00:26:53 – SharePoint Connector & CRUD Operations in Copilot Studio
00:28:08 – Agent Files: Version Control, Governance & Auto-Grounding
00:31:29 – Closing Remarks & Resources

This walkthrough is based on a full practical demonstration of creating a custom SharePoint AI agent grounded in document libraries
🧠 What You’ll Learn

🔹 How SharePoint automatically creates an AI agent when M365 Copilot is enabled
🔹 How to create a custom agent using AI Actions
🔹 How to configure:

Overview

Sources (Up to 20 supported)

Behavior (Welcome message, Starter prompts, Instructions)
🔹 How permissions are respected automatically
🔹 How to approve and set default agents
🔹 How to integrate SharePoint Agents with Microsoft Teams
🔹 Differences between:

SharePoint Native Agent
Copilot Studio Agent
M365 Copilot

🏗 Key Concepts Covered

• AI grounded in SharePoint document libraries
• Auto-respecting SharePoint permissions
• Version-controlled agent files
• Governance via Microsoft Purview
• Live document updates reflected instantly
• No complex setup required
• Pay-as-you-go & M365 Copilot licensing

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