Configure advanced agent responses with custom knowledge sources

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Included in this chapter:

Axis	Public website	SharePoint (full integration)	SharePoint (file upload)	Dataverse
Content path: where the content lives	On the public web, reached through Grounding with Bing Search	Stays in SharePoint	Copied into Dataverse from SharePoint	In the configured Dataverse environment
Content path: freshness	Whatever Bing has indexed	Real time, reflects the latest available content	Synchronized every four to six hours	Queried at request time
Identity: authentication	None	Agent user's Microsoft Entra ID authentication	User credentials checked live against the source at query time	Agent user's Microsoft Entra ID authentication
Retrieval scope you configure	One URL, up to two levels of depth, variable allowed	Site URLs plus Advanced settings filters on Title, Author, Modified by, Modified on	The specific files and folders you selected	Tables in the environment
Published input count in generative mode	25 websites	25 URLs	Counts against the agent's knowledge objects	Unlimited
Pick it when	The content is public, indexed, and you want no ingestion	The library changes often, or you need filters and sensitivity labels	You want vector semantic search over a fixed set of files and can accept the refresh delay	The grounding data is business records already in Dataverse

Cheat sheet

Add topic-specific knowledge to a generative answers node
Use a SharePoint source for a changing internal document library
Do not use broad Web Search for an approved private repository
Validate a public website URL before using it for grounding
Use SharePoint lists for current tabular knowledge
Authenticate sources that require user-scoped enterprise access
Supply retrieved custom context through the node's Custom data input
Include title and location metadata in custom data for citations
Write distinct descriptions for knowledge-source selection
Resolve a variable into the runtime knowledge URL
Narrow SharePoint retrieval with supported metadata filters
Do not use knowledge citations as tool inputs
Use a supported Microsoft Entra provider for manually authenticated SharePoint knowledge
Treat Restricted SharePoint Search as a block on SharePoint knowledge

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Cheat sheet