SharePoint as a Knowledge source no longer available

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Posted on by Shreya S

Hi all,

I’ve observed that the option to enable SharePoint as a knowledge source in the Customer Service admin center is no longer visible. I’ve attached a screenshot below of the feature I’m referring to for clarity,

Does anyone know if this setting has been relocated or if it has been completely removed?

Any insights would be greatly appreciated!

Thanks in advance

Categories:

Customer Service

Knowledge Management

SharePoint Knowle...

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Shreya S 6 on at

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SharePoint as a Knowledge source no longer available

Hi Alex,

Thanks for the response.

I’ve looked into this setting, and it only assists with queries via Knowledge search. What I need is for Copilot to reference SharePoint when we ask it to draft emails or respond to queries. Ideally, it should automatically pull in relevant documents and attach them to the emails. Something along these lines would be ideal:

If you have any insights on this setting, I’d appreciate your input.

Thank you!
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Alex Dan 365 63 on at

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SharePoint as a Knowledge source no longer available

Hi Shreya,

Microsoft did a small change to this and it is well hidden :) . You can go to "Search admin setting" and search for external search providers. Then, you can create a new record and choose "Sharepoint"

"Search Providers on the Knowledge page has been renamed as External search providers "- https://learn.microsoft.com/en-us/dynamics365/customer-service/administer/set-up-search-providers

I hope this helps.

Kind regards.

Alex
Shreya S 6 on at

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SharePoint as a Knowledge source no longer available

Hi Amit,

Yes the SharePoint is enabled in the CRM.

Thanks for the response
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Amit Katariya007 6,413 Moderator on at

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SharePoint as a Knowledge source no longer available

Hello User,

Have you enabled share point with CRM ?

Click here.

Thank you,

Amit katariya