I have begun to experiment with the ability to use the Copilot agent in SharePoint to build dashboards off of SharePoint data. I am completely blown away. Building these kind of pages is otherwise very time consuming. Using this approach you can make live data dashboards just through basic prompts.

If you don't yet know how much of a game changer this is, check out some of these videos:

SharePoint Wizard: https://www.youtube.com/watch?v=N8UecbLnBuw

Wonder Laura: https://www.youtube.com/watch?v=sQlQMdSqK7s

Reza Dorrani: https://www.youtube.com/watch?v=AYqTGLgzgV4

TechByTosh: https://www.youtube.com/watch?v=XUtQS7bqHhQ

Updated

Zach Rosenfield: https://www.youtube.com/watch?v=sSPZpjqUNqw

We will be stuck with Sharepoint 2010 workflows after our Sharepoint 2019 to SharepointSE migration and i'd like to run some tests and it seems we no longer have the installation files.

It seems Microsoft has removed all their download links for Sharepoint Designer 2013. Does anyone still have the base installation files for that software and is willing to share or a working download link?

I've recently been looking at building chat bot agents to answer questions. I've opted to convert the PDF files (a few hundred) into Markdown files which is what the agent currently ingests.

It doesn't appear that markdown is a verified format for this agent but it does work, however I want to know what the experience is for others. Is it a waste of time to convert PDF -> md for this chatbot or are there actual benefits to consider?

The other solution I'm wondering about is around analytics, it doesn't appear the .agent is able to read things like .csv files with various data metrics and return aggregates/counts correctly. Is there a work around for this or just a raw limitation of the share point agents?

I'm sure that we're not alone but I am struggling to find any discussion about this issue. When using the native SharePoint global search box instant results, the download icon outputs filename as "Download File.htm". This is specifically relating to just this function, clicking on the filename itself downloads correctly.

Tested behaviour in Chrome, Edge and Firefox and on 2 separate tenants.

Here is an example: blEyyi7.png (629×288)

Does anyone have a solution or workaround for this?

I want to create a SharePoint site specifically around all things AI governance so employees can safely use AI. Has anyone done this and willing to share a template?

Inconsistent behavior has been identified in the search implemented with PnP Modern Search in SharePoint Online.

The filters are displayed correctly, show a consistent document count, and retrieve the values stored in the Managed Property. However, when selecting values that contain special characters (accents, cedillas, etc.), the search returns 0 results, even if there are documents associated with the selected value.

This behavior does not occur with values without accents. The filter displays the correct number of documents. When the value is selected, the result is 0 documents. A test was performed using KQL directly, and the documents were returned correctly.

✅ The documents are indexed.

✅ The Managed Property is populated.

✅ The Search Schema is functional.

✅ Direct queries in KQL return the expected documents.

✅ The refiner retrieves the values correctly.

✅ The refiner correctly calculates the document count.

❌ Applying the filter through the PnP Search Filters component returns 0 results when the selected value contains special characters.

Has anyone else encountered this issue? What should be done in this situation?

Hello there,

I'm trying to create a sharepoint page for work to have a place to regroup some information and tools for my department.

I used one of the preset template to get started, as they look pretty good and saved me a lot of time, but I can't find a way to modify one image gallery. I'd like to change the images and keep the three aligned image in round shape, but when I try to modify the image, it just replaces the entire gallery with the image I selected. Can anyone recommend a way to keep the design while changing the stock photos ?

(Can't post an image here so unfortunately I can't put a screenshot ..)

We do our timesheets through desktop excel, and have a master project list in sharepoint. Each of our projects has a unique project number and associated project name, and the sharepoint file is updated frequently with new projects. Each person needs to be able to edit their own timesheet from their computer, and they want to keep them local on our server and not in sharepoint.

I'm updating the timesheet template so that staff only need to enter the project number and have the project name auto-populate to reduce the amount of miscoded time. I created a power query that combines all of the tables from the master project list into a tab on the timesheet spreadsheet, and then on the main timesheet tab an XLOOKUP() to pull the name based on the entered project number.

Everything was working great, and I thought I linked the power query to sharepoint in a way that wasn't through my account but directly to the company sharepoint site - on another thread I found a solution to set up the data source through "from file - from folder" where I entered the sharepoint link into the file explorer bar and then navigated to the excel file.

However, after testing with a co-worker on their account before deploying the updated timesheet to everyone it was not connecting to sharepoint so that it can update when changes are made to the master project list file. I tried to re-link it through "from file - from folder" again and now the excel file isn't showing at all (for me or my co-worker), even though on the actual sharepoint site I can see it's in the same place.

Does anyone know why the file would disappear from linking it this way?

Or is there a better way to link these two sheets so that each person would be able to use the template file on their computer/account?

Sorry if this more an excel issue, just dont know who else to ask and hoping someone has experienced similar issues.

I’m trying to create a feature in SharePoint where a user clicks on a video and it opens in a larger view with:

• The video playing on one side
• Written instructions displayed on the other side

Ideally, I would like both to appear on the same page or in a pop-up/modal without the video stopping or sending the user to a completely separate video page.

I’m using the standard Microsoft 365/Office version of SharePoint, not SharePoint Premium. I have tried using the Stream and Text web parts, but I cannot figure out how to make this specific click-to-open, side-by-side layout.

Is this possible using SharePoint’s built-in features? Are there any workarounds?

Any instructions or examples would be greatly appreciated.

Hi All,

We have several branch offices, and each site currently has a CM Workgroup server. Are there any alternative options that would allow us to operate without requiring a CM Workgroup server at each branch?

Is there a way to successfully embed or integrate a Plan from planner into a communications site? I havent been able to find much about it.

Buenas tardes, estoy trabajando en un proyecto en el cual llevo rato tratando de agregar un agente de IA dentro de una pagina de Sharepoint.
El detalle esta en que al activar la IA me sale un botón flotante de Copilot y funciona bien pero yo quiero que sea personalizado que se pueda configurar con los datos e información que yo le agregue y no me permite al final sale la IA predeterminada de Copilot que al preguntarle cosas en especifico no sabe nada. la otra forma que he encontrado es agregar un agente desde CopilotStudio el cual funciona bien y es lo que estaba buscando pero al integrarlo con Sharepoint no logro hacer que se integre dentro del botón flotante de Copilot, solo aparece en un icono nuevo en la parte superior de la pagina lo cual no es el objetivo.

El objetivo es usar el agente personalizado dentro del botón flotante de Copilot.

Have about 5000 records on one Sharepoint and need to copy them over to another Sharepoint. They all include static values, multiple lookups, and attachments. I can't find any way to do this in Access or Excel, and my privileges to Power automate are restricted by the IT manager who has already tried gone insane because the other team won't share their authentication details. My hope was to dump them into a CSV then import them into the new List and just spend the next 4 weeks manually uploading all the files to each individual record - but even that's not possible as while that replicates the schema, the lookups are ignored. And of course you can't just copy documents like you would in explorer because it doesn't carry any of the metadata. Any clue how to do this without incurring too much trauma?

Hey everyone,

I'm working on setting up some straight-to-the-point, step-by-step guides for common SharePoint Online + Power Automate headaches.

Instead of just guessing what to focus on next, I want to address actual real-world bottlenecks people run into daily.

Whether it's setting up automated deadline reminders based on dates in your SP lists, sending dynamic emails to people pulled from person columns, or dealing with folder permission changes via HTTP actions—what’s driving you crazy right now?

Drop your biggest issue in the comments below. I’ll try to look through them and work out the exact step-by-step fix for you.

We've got a few teams sharing one out of office calendar. Rebuilt it on modern SharePoint Online since the old one was a classic Calendar list and classic is going away.

Problem with everyone in one calendar is you get 15 entries on a Tuesday and no idea which ones matter to you. So I wanted each team's events in their own color.

Approach is straightforward enough. Flow writes a CSS class into a text column when a request gets approved, view formatting JSON reads that column:

{

"schema": "https://developer.microsoft.com/json-schemas/sp/v2/view-formatting.schema.json",

"additionalRowClass": "=[$EventColorClass]"

}

Calendar rendered fine. Every event grey. No color at all.

And this is the annoying part, everything looked right. Opened the list, column had sp-css-backgroundColor-BgCyan sitting in it exactly like it should. JSON editor accepted it, saved, no complaints. Reloaded the calendar. Grey.

No error message. Nothing in the JSON editor. Nothing on the page. It just doesn't do the thing and doesn't tell you why.

So I assumed the JSON was wrong. Rewrote it a few times. Tried additionalEventClass instead of additionalRowClass. Hardcoded a class directly to rule out the column reference, still grey, which really threw me because at that point there's no column involved at all.

The actual cause: the column you reference has to be a shown column in that view. Edit view columns, tick the box next to it, done. Colors immediately.

Which is counterintuitive because the column is never displayed. It holds a CSS class, not something a person reads. But if it isn't in the view's shown list, the formatter can't resolve [$EventColorClass] and quietly renders nothing rather than telling you the reference is dead.

So two settings, two different panels, and neither one mentions the other exists.

Other stuff I ran into after that:

- Per view. Getting Month working doesn't get you Week.

- Only classes SharePoint actually ships will render. Made up ones fail the same silent way.

- Some names aren't what you'd expect. Rose is BgDustRose, Mint is BgMintGreen.

- The choice pill formatter in list views uses different classes than the calendar does for the same color name. Cyan is BgCornflowerBlue as a pill but BgCyan on the calendar. Spent a bit of time confused by that one.

If a flow is writing the class, look at the column before you touch the JSON. I lost most of an afternoon debugging a formatter that was working fine.

I'm sure this has come up, but my SP online is not connecting with the redirect too many times message. I'm creating a new tenant in Entra, licensed everyone with E5, and waited a couple of hours before attempting. I log into office fine, but when I click on the SP web app, I get the message and the page won't load. Besides clearing cookies, which don't work, does anyone have a fix? I have tried on multiple accounts using multiple different Win 11 clients.

What measures are you taking in SharePoint lifecycle management?

Would you believe that the creation and deletion of SPO site groups are not logged in MS Purview? Crazy stuff Microsoft...

A group "disappeared" the other day, number of factors at play and no answer will be found.

MS Purview only logs the modification of its membership and its application onto lists and items. The more you know folks.

EDIT:

https://learn.microsoft.com/en-us/purview/audit-log-activities#site-permissions-activities

Thank you pimpinthebox and AI, I double checked the doco and there it is.

I’m using a Microsoft List as a record of about 1,000 items that I’d like to share across our organisation. This will be regularly updated over time.

I recently discovered that other users do not get the same search results as my team does. For a query that should return 32 items, one user gets zero search results, while another gets 8. A few hours later, the second user got 15 results.

These users were given access to the list only 30 mins or so before they tested the search.

My basic understanding is this might be caused by the time it takes for Microsoft to index the list. Does that seem likely?

We need the list to be searchable instantly. Is there any way to achieve this?

Would giving users access sooner allow more time the list to be indexed? Or does it only start indexing once a user has accessed a list?

Is creating a Power App the only option? If so, can this be done by a total beginner?

Any help or ideas would be much appreciated!

We have moved alot of our traditional files from Windows server file shares into SharePoint, but now coming up against the storage limits, unless we buy more storage.

Our firm/users will not allow for any files to be deleted indefinitely, however, we could archive them based on various parameters, e.g. size, age etc.

Curious how are others doing file archiving? Any specific tools or software being used? Using the native Microsoft archiving?

Im not looking for a backup solution, we do that already. More of a data lifecycle effort, keep our storage use low, but give the ability for general users to retrieve old data if needed

About two dozen CSV extracts end up in different SharePoint folders for departments around the company. The data comes from SQL Server, mostly on weekly schedules.

Generating the files is rarely the problem. Some come from SSIS, some from SQL Agent jobs, and then a few different PowerShell scripts handle the SharePoint upload.

That's the part I keep fixing.

Someone renames or moves a folder and the upload fails, while the SQL side of the job has already completed successfully. From the department's point of view, this week's file just never appeared.

The scripts have also accumulated over the years, so there isn't really one place to check what was delivered and what failed.

Has anyone standardised this kind of recurring file delivery into SharePoint? I'm less interested in rebuilding the SQL extracts than replacing the collection of upload scripts with something easier to monitor.

Hello,

I am new to SPO and am looking for some tips. We recently migrated to SPO from on-prem and are getting several complaints on the user experience when launching SPO. Users are often getting the "Something went wrong" screen or just a blank white page that is requiring them to clear their browser cache.

Most all our users are in the office, so they are coming from trusted IPs and joined devices so we have CA policies in place to ease the login experience (SSO, sign-in frequency every 48 hours, etc). From the sign-in logs, authentication is working, its just that SPO doesn't load.

What am I missing? What tips and tricks have the veterans configured to make the experience a little smoother for your users? Any advice would be much appreciated.

Our finance team currently have an ancient Excel file with a VBA macro that they use to get the contents of a folder and compare data with

Currently this points at our on-prem NAS and we'd like to move them away from that into Sharepoint.

So rather than pointing at

\\file-nas-01\finance\data

it points at

https:\\[sharepoint].finance.com\folder\folder

Is there a good resource to help convert this into an Office Script?

Or am I able to just reframe the full VBA into an office script and are there any guides to do so?

Some of the code from the VBA Macro below;

    ' setting the variables for the process
    Dim folder_path As String: folder_path = Cells.Find("Folder with files you want to count:").Offset(1, 0)
    Dim document_type As String: document_type = Cells.Find("What type of files do you want to check?").Offset(1, 0)
    Dim next_history_row As Long: next_history_row = Sheets("History of Counter").Range("A1048576").End(xlUp).Row + 1
    Dim total_count As Long
    Dim total_money As Double

    'getting the total count of the files and the money value of the files
    total_count = get_file_count(folder_path, document_type)
    total_money = get_money_from_files(folder_path, document_type)

    'Put the next row of data in the history to record outcomes of what folder was checked,
    '   for what type, by who and when
    Workbooks(ThisWorkbook.Name).Sheets("History of Counter").Range("A" & next_history_row) = folder_path
    Workbooks(ThisWorkbook.Name).Sheets("History of Counter").Range("B" & next_history_row) = document_type
    Workbooks(ThisWorkbook.Name).Sheets("History of Counter").Range("C" & next_history_row) = total_count
    Workbooks(ThisWorkbook.Name).Sheets("History of Counter").Range("D" & next_history_row) = total_money
    Workbooks(ThisWorkbook.Name).Sheets("History of Counter").Range("E" & next_history_row) = Date
    Workbooks(ThisWorkbook.Name).Sheets("History of Counter").Range("F" & next_history_row) = Environ("username")