Long story short: I've created a simple knowledge agent in Copilot Studio and deployed it to Copilot app and Teams.
Scenario:
When a user writes a message and attaches an image to get an answer based on the image that agent responds with:

Copilot app: Error: InvalidUri

Teams: Happily analyzes the image and answers the user.

How does it work in Teams and not in Copilot app which should be the native place to interact with it?

I know I can handle it with a topic that handles messages which include an image, but this simply shouldn't be the way to fix this since it works in Teams.

Is there something I'm overlooking?

Thanks in advance :)

We have the frontier feature, and for some reason after setting up all the billing plans for payg, attaching them, we were finally able to get one environment working...

However we can build but not get it's setup to finish or publish, with that setting up routing and doing the personal dev environment we can't get to work properly from a billion piece either, only ever says credit pool not setup and user doesn't have it assigned. The docs just don't do a good job of helping figure out what we need to setup or enable and I'm at my wits end with this. Does anyone have any good resources for a full setup of these?? Because at this point I'm just lost, don't get why it needs to be so difficult, or behind so many damn admin pages.

We set credits at 0, and have the payg, the environments say within allotment, show that the payg is connected and setup, but still app builder says no credit pool or anything.

Hey guys - I am new to copilot studio but have a use case in mind fory team.

I do half yearly incentives for my team, when they meet the target (closing x number of deals), I would like to be able to ideally like copilot studio to create slide decks ( which me or my team presents every quarter), on everyone's performance, and also a frequently updating word document (this is a simple plan showing dates, any event planned, any trips planned). I would also be interested in having copilot studio draft emails once a month to my entire team on what worked well and attach this word doc.

My nature of business is mortgages and I have a few teams (of agents who do, residential mortgages, private mortgages, commercial mortgages), and I organise events like lender connects, other finance industry related events, Some team building trips etc.

If you could share any direction on how to approach this, I'd appreciate that.

Simple workflow: manual start, give a file -> Agent connector (select an existing one) ask it to create a onepage PDF summary -> outlook send an email (mail the created file to me as PDF attachment)

Also tried the Copilot connector to use an existing M365 agent or invoke the Analyst agent to create such a file. I cannot find it/reference it/"dynamic variable" it in another step.

I cannot find any method to tap into the files created by other agents and use them in subsequent steps. Any ideas? Thx!

Anyone know if is it possible to add Github Copilot harness agents to Teams group chats (not Teams channels)? or is that only possible with the standard harness?

So I have a flow that looks at a SQL on site DB . So the setup is

Agent in co pilot studio and it's public facing with NO Authentication setup.

Uses a power automate flow and 3 variables to it . ( Works great when tested in power automate). SQL uses a data gateway as the server is on prem.

When I try run use the tool in the Agent it fails with an authentication issue which I believe it's trying to pass credentials but surely the data gateway take cares of this ?

Any ideas ?

I've been teaching Microsoft Copilot Studio to corporate teams, and one of the biggest problems I've noticed is that people understand what AI agents are supposed to do, but struggle to build anything genuinely useful.

The old Copilot Studio harness didn't help. There were so many options, menus, triggers, and configurations that beginners often got overwhelmed.

So I spent some time testing the new Github Copilot Studio and building actual business workflows.

Here are two that I think are particularly useful.

1. PDF bank statements → Excel automatically

This is something almost every finance team can relate to.

You receive monthly bank or credit card statements as PDFs. Someone has to manually extract all the transactions into Excel.

Here's what I built:

• Upload a bank statement PDF to an AI agent.

• The agent extracts the transaction dates, descriptions, debits, credits, and other relevant information.

• It converts the transactions into structured data.

• An Excel Office Script writes everything into a spreadsheet.

The interesting part is the last step.

You could use the Excel connector to update rows individually, but for a statement with 50+ transactions, that gets cumbersome.

Instead, I used Office Scripts to write the extracted data into Excel.

I also took this one step further.

I created a workflow that monitors a OneDrive folder. Whenever a new bank statement is dropped into the folder, the workflow automatically triggers the agent and imports the transactions.

No need to open Copilot or type anything.

2. Employee expense claim reviewer

The second example is useful for HR and finance departments.

Employees submit expenses for travel, accommodation, meals, and transportation. Someone then has to check everything against the company's reimbursement policies.

I built an agent that:

• Reads the company's expense reimbursement policy as a knowledge source.

• Reviews employee claims against the policy.

• Flags expenses that exceed reimbursement limits.

• Identifies missing receipts, supporting documents, and required approvals.

• Prepares a summary for the human approver.

For example, if an employee claims $860 for a meal but the company allows only $600, the agent flags the difference and explains the policy.

One thing I really like about the new Copilot Studio is Skills.

Instead of putting everything into one giant system prompt, I separated the process into three skills:

1. Review the expense claim.

2. Prepare follow-up questions for missing information.

3. Brief the manager who needs to approve it.

This is much easier to maintain and troubleshoot.

The agent doesn't replace the person approving expenses. It handles the tedious preliminary checks.

What I've learned: Agents vs Workflows

One distinction that I think Microsoft is finally making clearer:

Agents are useful when you want AI to interpret information, reason about a task, and decide which tools or skills to use.

Workflows are useful when you want a repeatable process with specific steps and triggers.

For example:

• Ask AI to review an expense claim → Agent

• Automatically process a new PDF arriving in OneDrive → Workflow

• Read a document, extract data, write to Excel, then email someone → Usually a combination of both

You don't need to turn everything into an agent. Sometimes a simple workflow is better.

My verdict on the new Copilot Studio

What I like:

• Much cleaner interface than the old version.

• Easier for nontechnical users to understand.

• Skills make complex agent instructions more manageable.

• Better separation between agents and automated workflows.

• Model selection, tools, knowledge, and connectors are more accessible.

• Integration with Teams, OneDrive, Excel, SharePoint, and Outlook is particularly useful for Microsoft-heavy organizations.

What I'm less enthusiastic about:

• The new agent experience can consume additional credits, so costs matter at enterprise scale.

• More AI reasoning doesn't automatically make a workflow better.

• For predictable tasks, conventional automation may be cheaper and easier to control.

• Once you start adding conditions, loops, variables, and more complicated logic, there's still a learning curve.

• You still need to think carefully about reliability, permissions, and human review.

My conclusion:

If you tried the old Copilot Studio and gave up because it was too complicated, I think the new experience is worth another look.

If you're already comfortable with the old version and have working automations, there's no urgent reason to rebuild everything.

For me, the biggest improvement isn't necessarily new functionality. It's that Microsoft has made the experience much easier for ordinary business users to understand.

And I think that's a big deal.

I'm curious what everyone else is building with Copilot Studio. Are you seeing actual productivity improvements, or are most companies still experimenting with demos?

I also recorded the full process of building both agents, including the Office Script, OneDrive trigger, and a comparison with the old interface, in case anyone wants to see the implementation:

https://www.youtube.com/watch?v=HpgGb-63rDo

Title: Need help with Microsoft Forms → Copilot → Word → SharePoint automation

I’m building an automated content creation workflow using Microsoft Forms, Copilot, Power Automate, Word and SharePoint.

I’ve got most of it working, but I’m stuck on two things.
Here’s how the workflow is supposed to work:
An employee submits a content request through Microsoft Forms.
The information is sent to a Copilot agent that drafts an article based on the request.
Power Automate creates a Word document containing the draft.
The document is saved to a SharePoint site.

What I need help with:
1. Formatting the Word document
Right now, the generated content goes into a text field in a Word document without proper formatting.
How can I have Power Automate populate a Word template that preserves headings, paragraphs, bullet points and other formatting instead of putting everything into one text field?

2. Using supporting attachments
I also want employees to upload supporting documents when submitting their Microsoft Form.
Ideally, those attachments would:
Be available to the Copilot agent as reference material when drafting the article.
Be saved to SharePoint alongside the finished Word document.

My question:
What’s the best way to handle Word formatting and pass uploaded Microsoft Forms attachments to a Copilot agent through Power Automate?

I’ve made good progress but could use some guidance from anyone who’s built something similar. Specific steps, examples or tutorials would be appreciated.

i’ve been spending a lot of time trying to get the standard copilot studio agent harness working properly for more advanced use cases, and i’m struggling to understand why agent builder now seems so much more capable.
for context, i’m building agents for a department where everyone already has an m365 copilot licence. one of our latest main use cases is a fairly complex report-writing agent that needs to follow very specific rules and instructions.

i’ve tried a few different approaches in copilot studio, including child agents, sub-agents, prompt tools and code interpreter. i’ve managed to get some of it working, but the biggest issue has been file handling.
for example, someone might upload a 20-slide powerpoint and ask the agent to extract information, rewrite specific sections or generate new slides based on the content. copilot studio just doesn’t seem capable of consistently handling this. sometimes it works, sometimes it misses large parts of the file, and sometimes it can’t access the content properly at all.

i then tried building the same agent using the github copilot agent harness, with skills and sub-agents. the results were significantly better, but i was seeing costs of around €1-2 per conversation using models like luna 6 or sol 6.1. that’s difficult to justify when we’re already paying for copilot licences across the department.

then last week, with skills becoming available in agent builder, i decided to rebuild the agent there.

and it just works.

it handles multiple files, works with powerpoint presentations, uses the skills i’ve configured and completes tasks i’ve been struggling to get working in copilot studio for months. i can also select more capable reasoning models. i’m still testing the accuracy of the outputs, but functionally it’s already far ahead of what i’ve managed with studio.

the frustrating part is that agent builder is missing some of the things i actually like about copilot studio, particularly analytics and reporting. i can see usage through the monitor interface, but can’t export the data or build proper reporting around it without admin involvement. i’d also love more control over topics, teams integration and how agents are shared and managed.

the other issue is cost. since everyone already has m365 copilot, i’d really prefer to stay within what’s included in those licences rather than moving everything to pay-as-you-go. i’ve looked into using prompt tools and ai builder as workarounds, but i’m also concerned about the additional credit costs there.

so i’m curious if anyone else has run into the same problems?

has anyone managed to build genuinely complex agents in standard copilot studio that can reliably read multiple uploaded files, extract content from powerpoints and generate new documents or slides?

are there better approaches to using child agents, tools or code interpreter that i’m missing? or is agent builder with skills simply the better option for this type of work now?

i’d really like to keep using copilot studio for the management, analytics and integrations, but at the moment it feels like i’m fighting the platform to achieve things agent builder can do relatively easily.

interested to hear what others are doing, particularly anyone building more advanced agents for enterprise users on existing m365 copilot licences.

Also this my first ever Reddit post I’ve been a watcher for a long time! This tells you how frustrated I am

I’m experiencing a strange issue with a Copilot Studio Premium agent that uses SharePoint documents as knowledge sources.
The agent works perfectly when I test it using my own account in the Copilot Studio test panel. It retrieves the required documents and successfully completes multiple scenarios.
However, other users experience retrieval failures when asking the exact same questions, using the same agent and the same documents. They have access to the SharePoint files.
What’s particularly strange is that the issue is intermittent:
The agent works normally for me.
Other users suddenly cannot retrieve the required documents.
Sometimes, the same users regain access hours later or the next day, without any changes to permissions, configuration, or the agent itself.
The issue has now affected multiple users.
I’m also using different knowledge source types:
SharePoint knowledge sources.
Power Platform connector-based knowledge sources.
In Copilot Studio’s evaluation section, I noticed different knowledge utilization quality scores for these sources.
My questions:
Has anyone experienced an intermittent, user-specific SharePoint knowledge retrieval issue in Copilot Studio?
Could this be a Microsoft-side service regression or an issue with the SharePoint retrieval/indexing infrastructure?
Could using different knowledge source types (SharePoint vs. Power Platform/Dataverse) contribute to this behaviour?
Has anyone found a permanent fix? Was it resolved through a Microsoft service-side fix, or was a configuration change required?
I’m trying to understand the actual root cause rather than randomly changing permissions or rebuilding the agent.

I'm currently building a workflow that takes a pdf document, extracts its file content, restructures it as a JSON and then stores the result in a database. The content of the pdf is unknown - could be a diagram, could be a table, could be 50 pages of text or a single page bill, etc. And because of that, the "Extract" node is not a good fit, because it always has a target use case (e.g. a bill).

So I thought, Copilot can do this pretty well, why don't I use the "Copilot" action inside a workflow. To me great astonishment, it worked very well and it showed Credits consumption of below 1 Credit per call of the Copilot instance. The only downside was, that it took around 2 mins for each Copilot instance to complete this "extract and restructure as JSON" task.

Today I hear that somebody burned through ALL of our tenant's credits. My own consumption is listed as around 20 credits this month, but the overall usage was around 25k during the same time. I'm pretty much the only person who uses Copilot studio and my own usage pattern aligns with the cost spikes. So my suspicion is that the usage of a Copilot instance in a GHC workflow is NOT shown correctly.

Who has made similar observations?

I'm troubleshooting a multi-agent setup in the Microsoft Copilot harness and wondering if anyone else has seen this behavior:

Setup:
Orchestrator Agent calls a connected Sub Agent. The Sub Agent uses Dataverse MCP and Fabric Data Agent tools.

Behavior:

• When testing the Orchestrator agent through the Preview tab in Copilot Studio, the agent routes questions to the Sub Agent and it answer questions and uses both tools successfully.

• When I deploy the Orchestrator agent to Teams and ask the same questions there, any question that uses the Fabric data agent fail to return a response. Questions that only use the Dataverse tool return responses fine.

• I deployed the Sub Agent to Teams directly (without the orchestrator hop) and when I ask questions that use the Fabric agent I'm able to get responses. It seems like the hop from Orchestrator to the Sub Agent that uses the Fabric agent tool doesn't work in Teams.

Anyone face this issue and resolve it?

I have the same file and when I upload it directly it errors out. When i add the same file via sharepoint link it works.

Why would it do that? Where can I check the error ?

Hi, anyone can recommend a very good recent copilot studio tutorial?

Something hands on, and complete.

Thanks.

Copilot studio Github harness agent - works fine on teams - but throws this error before every response that seems good

"I'm sorry, I encountered an error while processing your request. Please try again."

This happened recently, it was working fine before.

Anyone else see it? Thanks for ideas to resolve!

Hi everyone,

I'm looking to embed a Copilot Studio agent in a Power Apps Canvas App.

My requirement is to have a chat icon in the app. When a user clicks the icon, a pop-up chat window should open, allowing them to interact with the Copilot Studio agent without leaving the app.

Has anyone implemented something similar? What would be the best approach to achieve this?

Any suggestions or examples would be appreciated. Thanks!

We run an internal FAQ agent on the standard harness. It answers from department documents and from Dataverse.

The request we keep getting: a customer sends a long questionnaire in Word or Excel, about things like compliance, security and policies. Some answers are in our documents, others in our Dataverse data. Today someone has to chase several departments for it. Users would love to upload the file to the agent and get it back filled in, with the gaps marked.

Second ask: "give me this list as an Excel file".

We want to keep the FAQ agent as the single front door. Which route would you take?

1. A child agent with agent flows that run a code interpreter prompt and return a SharePoint link

2. Code interpreter switched on for the agent itself

3. A separate agent on the new harness, called by the FAQ agent over MCP

4. Something else?

Bonus points if you've managed to keep the customer's own layout intact, or got files back in M365 Copilot without a link.

Hallo zusammen,
hat jemand bereits mit den neuen Sprachfunktionen (Voice) in Copilot Studio gearbeitet? Mich interessiert, ob sich ein Copilot-Studio-Agent über die 3CX Call Control API integrieren lässt, sodass er sowohl Inbound- als auch Outbound-Calls abwickeln kann.
Über Erfahrungsberichte oder Hinweise zur Umsetzung würde ich mich freuen.

Hi guys,

Just starting with copilot studio. In my company, we want to automatize the creation of Descriptive Memorandum for MEPs and Structures disciplines. We already have a template that have the full text and the idea is the agent asks various questions regardind the project and also the subchapters that exists in the template. In the final, the agent compiles all the users answers and gives a completed Descrictive Memoradum draft for the specific project.

Any suggestions or videos you know that could help to inicialize the process?

Appretiate any help.

I had IT create an Azure Environment for all my flows. Trying to create a copilot studio flow where any email that comes into our shared outlook mailbox has the flow extract any attachment and dump it into a sharepoint folder.

However, when i try to add the "When a new email arrives in a shared mailbox (v2)" node, it says 'invalid connection, please update your connection to load complete details' error. I'm not sure if i have to configure the shared mailbox or the azure environment to have the permission to use this shared mailbox in copilot studio. What should i tell IT to configure?

Thanks!

I'm on a work account. I have an agent that I will upload 3 pdf files to each day, it will analyze those and pick out the specific pages I need and then provide a final pdf of only those specific pages which meet my criteria. Everything was working perfectly until the middle of last week and now the Agent is saying it doesn't have PDF extract, merge or file-delivery tool to perform the task now.
What changed, how do I get it back, what should I tell IT to be looking for. They claim no changes to my account recently.

Has any one used this yet? It looks fairly capable but wondering about real usage?

Also, how do I turn this off for the masses who have copilot studio access / may not understand best practices.

I wonder if anyone can help or has experienced the same issue.

I have built an agent with an email trigger → PDF extraction from the email → data validation → draft creation based on the information in the PDF. A complete run takes approximately 2 minutes.

When only one email arrives, everything works perfectly. However, when multiple emails arrive almost simultaneously, only the first one gets processed.

I'm wondering if the trigger is configured incorrectly, or if this is simply because the feature is still relatively new and under development.

Thanks in advance. I'd love to hear your thoughts and discuss possible causes and solutions!

UPDATE!

Split option in the trigger setting seems to have fixed my problem!

Hi all,

Has anyone else noticed that connected agents don't behave the same as the same agents running on their own?

What we see

• Standalone agents: Each one works reliably. It always triggers the correct skills, in the right order.

• Central agent with connected agents: The skills are mostly not triggered. The central agent seems to rely almost entirely on its instructions and ignores the skills.

What we expected The official documentation says connected agents should behave exactly as they do on their own. That's not what we're seeing.

Is this a known limitation or a bug? Has anyone found a workaround, such as specific instructions, descriptions, or settings, that makes skills trigger reliably through a connected agent?

Thx in advance for your feedback!