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M365 Copilot agent shared with colleague cannot retrieve answers from SharePoint folder despite access
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Laurens van den Bogert
5
Reputation points
I created an M365 Copilot agent (built within M365 Copilot, not Copilot Studio) and shared it with a colleague who also has a Microsoft 365 Copilot license. The agent uses a SharePoint folder as its knowledge source.
When my colleague chats with the agent, it consistently responds that it cannot come up with an answer based on the knowledge files provided. When I use the same agent, it works. As a control test, an agent that uses local files only works for both of us, so the issue seems specific to the SharePoint‑based knowledge source when the agent is shared.
How the agent is shared
- Share option: Specific users in your organization
- I explicitly added my colleague’s email address and sent the resulting link.
- My colleague opens the agent via that link.
What I have verified
- The colleague can open the same SharePoint folder directly and view/edit the files without issue, so SharePoint access appears correct.
- When using the agent, my colleague is logged in via the correct Microsoft work account (same tenant)
How can we make sure that my M365 Copilot agent is able to ground answers on a SharePoint folder for any user who already has access to that folder?
Hopefully anyone can point us towards the right direction.
Thanks in advance!
Microsoft Copilot | Microsoft 365 Copilot | Development
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Prasad-MSFT 10,191 Reputation points Microsoft External Staff Moderator2025-11-20T09:41:29.83+00:00 Hi Laurens van den Bogert, could you please confirm your colleague has at least “Read” access to all files and folders (not just the parent folder)? If files are inherited from a parent folder, ensure no unique permissions are blocking access.
In the agent’s settings, verify that the SharePoint folder is listed as a knowledge source and that it is not restricted to your account only. Remove and re-add the SharePoint folder as a knowledge source, then re-share the agent.
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Dhee Ann 0 Reputation points2025-12-01T12:36:40.0666667+00:00 I have the same issue, @Laurens van den Bogert - Did the solution offered by Microsoft work for you?
Thanks,
Dhee
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Nelson, Brandon S 0 Reputation points2025-12-14T01:38:29.1766667+00:00 We are seeing the exact same behavior in our tenant.
When creating the agent, prompts work correctly in the agent preview/configure experience, and the agent is able to retrieve answers from the SharePoint knowledge source without issue. However, once the agent is saved and used in the standard Copilot chat experience, the same prompts return a message indicating that no documents can be retrieved.
Permissions have been validated. All users have access to the SharePoint content via an on-prem AD group synced to Entra ID, and users are able to add the SharePoint site as a knowledge source and successfully test prompts in preview. This suggests the issue is not related to SharePoint permissions or access.
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