SharePoint Copilot: Build Smarter Apps

Key insights

• Copilot in SharePoint now builds interactive, data-connected experiences, not just drafts or answers.
  It supports dashboards, approvals, workflows and reusable skills so teams can act on content inside SharePoint.
• Xero aged receivables demo: access the plugin via Manage Plugins, discover fields, create a Microsoft List, import records, then generate and save an HTML dashboard in the site document library.
  The demo also shows creating a reusable site skill to rerun the process automatically.
• Design decisions matter: choose which external fields to map, how to structure list columns, where outputs are stored, and what instructions the skill must save for the next run.
  The demo highlights correcting the dashboard’s save location and confirming before creating list items.
• Recent updates add reusable AI skills, tenant-specific HTML guidance, and support for live-connected reports so dashboards stay linked to source data.
  Other enhancements include image Q&A, file-change notifications, and approval tracking tied to files and lists.
• Common use cases: content generation (pages, reports, Office files), operational workflows (approvals and notifications), and interactive experiences (dashboards and app-like views).
  These shifts turn SharePoint into an AI-assisted place to build and run simple apps and reports.
• Execution notes and limits: the demo used sample, read-only Xero data with the connection pre-configured; the skill runs on demand and rebuilds from an empty list rather than providing ongoing synchronization.
  Plan for authentication, data mapping, and testing before automating live workflows.

Keywords

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