SharePoint

1. Introduction

This section describes the process of integrating SharePoint with Power Omni via connector. By following these instructions, you will be able to configure access to SharePoint documents and sites so they can be consumed by AI agents in Power Omni.

2. Prerequisites

Make sure all items below are met before starting the configuration.

💡 Recommendation: The Pay-as-you-go model is the most cost-effective alternative for teams that don't need full Copilot licenses, paying only for effective API usage.

3. Configuration

The configuration is divided into three parts that must be executed in the order presented.

Part 1 — Enable the Pay-as-you-go Service in Microsoft 365

🔐 Who runs this: Microsoft 365 tenant administrator.

Step 1 — Access the Admin Center

1. Go to https://admin.microsoft.com
2. Sign in with your tenant administrator account.

Step 2 — Create the billing policy

1. In the left-hand menu, navigate to Copilot → Billing & Usage.

   

2. Select the Billing policies tab and click + Add a billing policy.

3. Fill in the policy settings:

   

   * **Policy name** * **Azure Subscription** and **Resource Group** for billing * **User scope:** all users or a specific group

   

   * **Budget (optional):** enable _Set a budget for this policy_ and define a maximum amount, or leave unlimited

   

4. Review the information and click Create policy.

Step 3 — Confirm activation

1. Still under Billing & Usage, select the Pay-as-you-go tab.

   

2. Locate the Microsoft 365 Copilot Retrieval API item.

3. Confirm the status shows Connected.

⚠️ Warning — Propagation time: After activation, wait up to 2 hours for the service to propagate across the entire tenant. The first API call after this period may fail — this is expected behavior. Starting from the second call, the service will work normally.

Part 2 — Create the Agent in SharePoint

🔐 Who runs this: User with an active Microsoft 365 Copilot license.

Step 1 — Access the SharePoint site

Navigate to the SharePoint site whose files the agent should access.

Step 2 — Create the agent

1. Click + New → Agent.

   

2. Fill in:

   • Agent name
   • Agent objective

   

3. Add the data sources (specific files or the entire site content).

   

4. Define the agent's behavior instructions.

   

5. Click Create agent.

Step 3 — Copy the site URL

After saving, copy the site URL for use in the next part. The expected format is:

https://<company>.sharepoint.com/sites/<site_name>

Part 3 — Configure the Connector in Power Omni

Step 1 — Create the connector

1. Go to Settings → Artifacts → Connectors.

   

2. Click Create.

   

3. Select the SharePoint connector.

4. Fill in:

   • Connector name
   • Description
   • Associated Power Omni project

   

Step 2 — Create the connection

1. Click Create new connection.

2. Fill in:

   • Connection name (can be the same as the connector name)
   • SharePoint site URL: https://<company>.sharepoint.com/sites/<site_name>

   

3. Click Save.

Step 3 — Link the connector to the agent

1. Go to Artifacts → Agents.

2. Select the desired agent and open the Relationships tab.

   

3. Add the connector you just created.

   

4. Save and test the agent.

📌 Limitation: Only 1 SharePoint connection per agent is allowed. To access multiple sites, create separate agents for each one.

4. Permissions and Billing Model

4.1 Access for other users

Users without a Copilot license can use the agent as long as they are included in the Pay-as-you-go billing policy.

4.2 Costs

5. Conclusion

The SharePoint integration with Power Omni allows you to query data directly from SharePoint sites and documents within Power Omni agents. Follow the three configuration parts in the order presented and validate each step before moving on to the next.

If you run into issues, verify that:

• The Pay-as-you-go policy status shows Connected
• The 2-hour propagation window has already passed
• The SharePoint site URL was copied correctly