Knowledge sources overview
Knowledge sources overview
Microsoft Studio's knowledge feature empowers you to integrate enterprise data from the Power Platform, Dynamics 365, and external systems. This enables your copilot to deliver relevant information and insights to your users. Additionally, you can incorporate this knowledge into Generative answers within copilots. Published copilots that include knowledge use the configured sources to ensure accurate and reliable information.
Supported knowledge sources
|
Name |
Source |
Description |
Number of inputs supported in general answers |
Authentication |
|
Public Website |
External |
Searches the query input on Bing, only returns results from provided websites |
4 public URLs (for example, microsoft.com) |
None |
|
Documents |
Internal |
Searches documents uploaded to Dataverse, returns results from the document contents |
Limited by Dataverse file storage allocation |
None |
|
SharePoint |
Internal |
Connects to a SharePoint URL, uses GraphSearch to return results |
4 URLs |
Copilot user's Microsoft Entra ID authentication |
|
OneDrive |
Internal |
Connects to a OneDrive URL, uses GraphSearch to return results |
4 URLs |
Copilot user's Microsoft Entra ID authentication |
|
Dataverse |
Internal |
Connects to the connected Dataverse environment and uses retrieval-augmented generative technique in Dataverse to return results |
Two Dataverse knowledge sources (and up to 15 tables per knowledge source) |
Copilot user's Microsoft Entra ID authentication |
|
Enterprise data via graph connections |
Internal |
Connects to the connected Dataverse environment and uses retrieval-augmented generative technique in Dataverse to return results |
Two per custom copilot |
Copilot user's Microsoft Entra ID authentication |
Interact with knowledge sources
Incorporating knowledge sources into copilots can be done in various stages: during the initial creation, after the copilot is set up, or by adding them to a generative answers topic node. The tables below provide a detailed guide on how to manage knowledge sources throughout these processes.
Knowledge entry points
|
Knowledge source |
Conversational creation |
Creation configuration |
Post-Creation configuration |
Knowledge page |
Topics node |
|
Public website |
Yes |
Yes |
Yes |
Yes |
Yes |
|
SharePoint / OneDrive |
Yes |
Yes |
Yes |
Yes |
Yes |
|
File Upload |
No |
Yes |
Yes |
Yes |
Yes |
|
Dataverse |
No |
Yes |
Yes |
Yes |
Yes |
|
Graph Connectors |
No |
Yes |
Yes |
Yes |
Yes |
Add knowledge to your new copilot
When you're setting up a copilot, you can integrate various knowledge sources right from the start. As you go through the prompts to create your copilot, you can specify sources such as:
- A public website
- SharePoint and OneDrive
Simply enter the URL of the knowledge source, and your copilot will automatically incorporate it. Once the copilot is created, you can view and manage these knowledge sources on the Configuration and Knowledge pages
Create a new copilot using New copilot button from below screen,
For this example we will skip to configure,
Enter copilot name, change icon (if you prefer),
Click on 'Add knowledge' to add knowledge to the copilot,
In this example we will add public website and click on 'Add',
Click on Create to create the copilot,
On knowledge tab you can see knowledge added,
Test your copilot's knowledge sources
Testing a copilot with knowledge sources ensures it is effectively utilizing those sources.
Once you've added your knowledge sources, use the "Test your copilot" feature to check its functionality. Keep in mind, only knowledge sources marked as "Ready" can be used during this testing phase.
Understanding knowledge status
The following table outlines the status of knowledge sources.
|
Status |
Details |
|
Ready |
You can use this knowledge in Test your copilot. |
|
Preparing |
This knowledge source isn't ready for you to use in Test your copilot. This status is only applicable to file upload and Dataverse knowledge sources. |
|
Not allowed |
This knowledge source is blocked by DLP and isn't available for use in Test your copilot. |
|
Error |
This knowledge source had issues while preparing. |
When clicked on 'Test copilot', below prompt shows up,
Let's ask question, 'How to do I travel to Yellowstone from Austin Texas?', Copilot gives answer,
Try with different types of the knowledge sources!
Thank you.