Everything you need to know about Copilot in SharePoint
The practitioner guide for the opt-out rollout. Built by Daniel Anderson, Microsoft MVP, from real builds in real tenants.
Copilot in SharePoint is the Microsoft 365 Copilot experience that turns natural language into real work across SharePoint sites, libraries, lists, and pages. As of mid-May 2026, it is opt-in via PowerShell. From mid-June 2026 it shifts to opt-out for every tenant with Copilot licences.
The SharePoint.md context template that drops straight into your Agent Assets library. Annotated, with a worked example from a real tenant. Free.
Knowledge Agent
Original preview name. Still used in the PowerShell parameters today.
AI in SharePoint
Current public preview branding. Used in Microsoft Learn docs.
Copilot in SharePoint
The new official name. Opt-out rollout starts mid-June 2026.
If you searched for any of these names, you are in the right place. The setup, the Skills, the markdown files are unchanged. The branding is now Copilot in SharePoint and the rollout shifts to opt-out from mid-June 2026. The full rename history is covered in the 2026 guide.
Three capabilities Microsoft is shipping
Skills, context files, and content generation. Each one targets a different job, all built on plain Markdown files in your SharePoint site.
What to Know
Site-level context files that teach Copilot how your team operates. Norms, processes, preferences, rules. Loaded every chat.
Read the deep-dive →How to Act
Skills. Reusable multi-step processes the whole team can run. Written once in Markdown, governed by SharePoint permissions.
Read the deep-dive →What to Produce
Generate Word, Excel, PowerPoint files. Build interactive dashboards on demand. All from natural language inside the SharePoint site.
Read the deep-dive →Start with these three demos
The most-watched walkthroughs. Each one is filmed in a real SharePoint tenant, not a sandbox.
AI in SharePoint Finally Makes Sense With This File
The SharePoint.md context file that loads every chat. Site purpose, library map, naming conventions. Live policy rename demo.
SharePoint AI Skills That Replace Hours of Work
A contract review Skill that flagged 24 changes in seconds. Same Markdown approach as Claude Skills, governed by SharePoint permissions.
Stop Reformatting Reports. Let Copilot Cowork Build the Dashboard.
Cowork ingests 22 SharePoint files and builds a full interactive HTML dashboard. SLAs, sentiment, agent heat maps, all on-brand.
The Copilot in SharePoint full-day immersive
A full-day hands-on session for organisations rolling Copilot in SharePoint out. Site owners, IT teams, and business leads, working through your scenarios with me in the room.
Daniel Anderson, Microsoft MVP
I have been building on the M365 stack for 20 years and have been in the Copilot in SharePoint (then Knowledge Agent, then AI in SharePoint) preview since September 2025. I write a weekly newsletter for 8,000+ subscribers on practical AI inside Microsoft 365.
This site exists because the rename is messy and the rollout is fast. Most teams will have Copilot in SharePoint on by default in June. The Microsoft docs explain the features. They do not explain what to do this week. That is what this site is for.
- Every Skill and pattern tested in a live tenant before it ships here
- Source Markdown is open, readable, and yours to fork
- Updated weekly as Microsoft ships new Copilot in SharePoint capabilities
Daniel Anderson
Microsoft MVP · 20 years on M365Independent. Australian-based. 8,000+ newsletter subscribers at danielanderson.io. Practitioner first, content second.
Get the SharePoint.md template
The site context file pattern that loads into every Copilot in SharePoint chat. Annotated template, plus a worked example. Drop it in your Agent Assets library and your whole team gets the same answers.
P.S. SHAREPOINT.md goes in the root of your Agent Assets library and loads automatically into every chat on the site. No prompt engineering. Same context every time, for everyone on the team.