As SharePoint continues to evolve into a more intelligent, AI-powered platform, the introduction of Copilot Agents for SharePoint has opened new opportunities for productivity and automation. But…
For professionals who want to go beyond the basics – who need to solve more complex, domain-specific problems – Copilot Studio is the next logical step. Here’s why…
Why Copilot Studio Matters
Agents for SharePoint are amazing for common tasks: surfacing documents, summarizing pages, or answering questions based on site documents. But what happens when your use case requires deeper logic, integration with external systems, or a custom workflow that spans multiple data sources?
Well if you’ve noticed, that button that says “Add advanced customization in Copilot
Studio” STILL says“coming soon” when you click it. The trick is, you can do it anyway, in a way…
Studio” STILL says“coming soon” when you click it. The trick is, you can do it anyway, in a way…That’s where Copilot Studio shines. With Copilot Studio, SharePoint professionals can design Custom Engine agents that go far beyond the capabilities of out-of-the-box SharePoint agents. These agents can be tailored to specific business processes, infused with organizational knowledge, and even connected to APIs or Power Platform components.
A Seamless Progression Path
One of the most coolest aspects of this evolution is that Custom Engine agents created in Copilot Studio can be published directly to SharePoint. This means your advanced agents sit right alongside the native Copilot Agents for SharePoint, offering a seamless user experience while dramatically expanding what’s possible.
That’s right, instead of waiting for Microsoft to give you the ability to convert an Agent for SharePoint to a Custom Engine Agent, you can simply create the agent in Copilot Studio, and publish it to SharePoint! That functionality works today.
This progression path gives SharePoint professionals the ability to:
- Start with built-in agents to solve immediate needs.
- Identify gaps or advanced scenarios.
- Use Copilot Studio to build and deploy custom solutions – without leaving the SharePoint ecosystem.
Real-World Use Cases
Here are a few examples where Copilot Studio overcomes the limitations of Agents for SharePoint:
- Contract Review Assistant: A custom agent that parses legal documents, flags risk clauses, and integrates with a compliance database.
- Onboarding Navigator: An agent that guides new employees through a personalized onboarding journey, pulling data from HR systems, training portals, and SharePoint sites.
- Project Health Monitor: An agent that aggregates project data from SharePoint lists, Power BI dashboards, and Teams conversations to provide real-time status updates and risk alerts.
Each of these goes beyond what standard Copilot Agents for SharePoint can do, and each is made possible with Copilot Studio.
The Strategic Advantage
For SharePoint professionals, Copilot Studio isn’t something you want to avoid. It’s a strategic capability. It allows you to:
- Extend the value of your SharePoint investment.
- Deliver intelligent, AI-powered solutions tailored to your organization.
- Stay ahead of the curve as Microsoft continues to integrate AI across the Microsoft 365 ecosystem.
In short, Copilot Studio is how SharePoint pros level up.
So…are you going to step up your game?
Maybe you just need a done-for-you agent for your business?
If you’d like to learn more about how to leverage no-code/low-code Copilot agents to automate your business, or you’d like me to train your users on how to create no-code/low-code agents, contact me!
