Solving Business Needs with Structured Document Generation and Copilot in SharePoint
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Solving Business Needs with Structured Document Generation and Copilot in SharePoint
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Anand takes his Dynamics User Group talk, From Form to Document to Dashboard in SharePoint, and walks through two scenarios built on the same pattern: a monthly newsletter made from a document generation form and a Copilot skill, and a site safety audit where Copilot in SharePoint fills in library columns that feed a live HTML dashboard for a plant manager. An audience question from his session leads into the technical setup: editing the generated Word doc, using Copilot to help write skill instructions, the newsletter's file mapping and templates, and Quick Step buttons in both libraries. You'll see both demos and a fair look at when a list is the better tool than a Word report. For a closer look at the form side, listen to the episode What If Your Templates Filled Themselves In? The newsletter skill is on GitHub: https://github.com/pnp/sharepoint-skills/tree/main/Skills/team-newsletter-publisher
Links
- Newsletter skill on GitHub (PnP sharepoint-skills): https://github.com/pnp/sharepoint-skills/tree/main/Skills/team-newsletter-publisher
- Earlier episode, What If Your Templates Filled Themselves In? (Tech Ease on Spotify): https://open.spotify.com/episode/4Et2RAffYXPtdIARSc1yJe
Demo data is made up; screens were recorded in a demo SharePoint site.
Tech Ease is independent and not affiliated with Microsoft. Microsoft, Microsoft 365, SharePoint, Word, Dynamics and Copilot are trademarks of the Microsoft group of companies.