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

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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 👨‍💻 Host & Producer: Follow my other channel for short content: @DigitalDhruvin Follow me on Instagram: https://www.instagram.com/powerplatformguy/ 👉 Join Premium Membership using this Link. https://www.youtube.com/channel/UCV_fdCIEX3O_YnAPvg8CYmA/join Looking for a Consultancy? Connect Here! https://powerplatformtrainings.com/contact/ #SharePoint #Microsoft365 #Copilot #SharePointAgent #AIinMicrosoft #CopilotStudio #PowerPlatform #EnterpriseAI #M365 #TechExplained