A consultant is extending a custom Copilot Studio agent for a manufacturing distributor's Dynamics 365 Sales reps. Reps ask questions about detailed product specification sheets that are stored as PDF documents in a SharePoint document library and updated weekly by engineering — the specs are never entered into Dataverse. The consultant wants the agent to answer these questions accurately without manually authoring topics for every spec. What should the consultant configure?
Select an answer to reveal the explanation.
Short Explanation
The specs live as PDFs in SharePoint and change weekly, so you should point the agent's generative answers at that library. It can search and cite the current files directly, without copying them into Dataverse or writing a topic for every question.
Full Explanation
The correct configuration is adding the SharePoint document library as a generative answers knowledge source, letting the agent search and cite the PDF specs in place rather than requiring anyone to re-author or re-enter the content elsewhere. This matches the scenario: specs update weekly and live outside Dataverse, so the agent needs a knowledge source it can query live rather than a copy that must be kept in sync. Mirroring the SharePoint library into a new Dataverse table and importing the specs on a nightly schedule is incorrect because it adds a nightly sync process, introduces lag between engineering's updates and what reps see, and creates a second copy of the data to maintain for no functional gain over indexing the SharePoint source directly. Authoring a static Copilot Studio topic for each product spec question, triggered by keyword phrases, is incorrect because it does not scale against a growing, weekly-changing set of documents and would require constant manual rewrites to stay current. Configuring Copilot for Sales in Outlook to attach the SharePoint files whenever a rep replies to a product question is incorrect because it is an email-drafting assistant, not the chatbot answering reps' spec questions in this scenario, so configuring it does nothing to solve the grounding problem the consultant is trying to fix.