Episode Transcript
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Speaker 1 (00:00):
Why is it that in every digital transformation meeting, someone
insists the first step is to migrate everything, as if
physical relocation somehow increases intelligence. A file sits peacefully in SharePoint,
minding its own business, and then a consultant declares it
must be upgraded to data verse for future compatibility translation date.
Like another project, you're told that modernization equals movement, even
(00:21):
though nothing's broken except perhaps your budget. For years, the
myth persisted that Copilot, Powerbi or any shiny AI assistant
needed data that lived elsewhere, somewhere fancier or enterprise class
SharePoint lists were treated like embarrassing relatives at a corporate reunion,
useful ones, but not to be seen in public. The
assumption too old, too simple, to unworthy of conversational AI.
(00:43):
And yet quietly, without fanfare, Microsoft flipped that assumption. Copilot
Studio now talks directly to SharePoint lists. No etil pipelines,
no schema redesign, no recreating permissions. You already spent months
configuring the connector authenticates in real time, retrieving live data
without duplication. Suddenly the LAS legacy tool outsmarts the migration budget.
So today we're breaking a commandment. The it priesthood refuses
(01:06):
to question thou shalt not move data for no reason.
You can keep your lists where they are and still
have Copilot read them fluently. Let's dismantle the migration mirage.
The migration mirage. Every enterprise has a reflex. Something important appears,
move it to data verse, something large, fabric obviously, something nonstandard.
Export it anyway, we'll clean it later. It's muscle memory
disguised as strategy. Migration has become a ritual, not a necessity,
(01:29):
a productivity tax masquerading as modernization. Consider the sales pipeline
that already lives in a SharePoint list. It's updated daily,
integrated with teams, alerts, and feeds a dozen dashboards. But
once Copilot entered the picture, someone panicked, AI can't use lists.
We'll have to rebuild it in data verse. Weeks later,
the same data exists twice, with half the triggers broken,
(01:50):
a few licensing costs multiplied, and no measurable improvement in functionality. Congratulations,
you've achieved digital motion without progress. Modernization is supposed to
make work easier. That we build data ferries, information leaves, SharePoint, visits,
power automate for translation, docks at fabric for modeling, and
then returns to teams pretending to be inside. Is the
world's least efficient round trip. Let's count the costs first. Licensing,
(02:12):
because data Verse isn't free, every migrated record incurs an
invisible tax that someone in finance eventually notices with horror.
Next schema redesign those column types in lists never quite
map one to one. Something breaks, which triggers meetings, which
trigger power automate rebuilds. The end result thousands of dollars
spent achieving what you already had a structured table accessible
in Microsoft three sixty five, and the absurdity compounds. Each
(02:35):
year brings a new recommended platform shinier than the last.
So data hops again lists to data Verse, data Verse
to Fabric, Fabric to some eventual unified lake platform. The
name changes, the bills persist, the value doesn't. Users just
want their information to answer questions they never asked for
serialized migration. The truth is brutal in its simplicity. Copilot
never needed your data copied. It needed permission to see it, authentication,
(02:59):
not replication. All those hours spent writing connectors and data
flows they existed to make up for an access gap
that no longer exists. The new SharePoint List connector removes
the gap entirely. For the first time, AI in Microsoft's
ecosystem understands the data where it naturally lives. No detours,
no middleware acrobatics. It queries your list directly under the
same user context you already trust. If you can open
(03:19):
a row, so can Copilot. If you can't, neither can it.
Governance remains intact, Logic remains simple. Think about what that
means The endless migration carousel, the expensive dance between platforms
wasn't driven by technology limits. It was driven by institutional habit.
Data migration became a corporate superstition, performed just in case,
like carrying an umbrella indoors. The enterprise mind equated movement
(03:42):
with progress, complexity with sophistication. It never occurred to anyone
that simplicity might finally work. And now, without any ceremony,
Microsoft just invalidated all that ritual. No new architecture diagram,
no white paper claiming revolution, just a quiet update. SharePoint
lists can now be added as knowledge and Copilot studio.
That's it. Five seconds of configuration wiped away. Entire categories
(04:02):
of budget justification. Governance teams who lived off data modernization
initiatives now face an existential crisis because when information remains
where it's always been, secure, auditable, and instantly accessible, there's
nothing left to migrate. The new challenge isn't infrastructure its mindset.
So remember this the next time someone proposes lifting and
shifting perfectly functional lists. Migration for its own sake isn't strategy,
(04:27):
it's busy work with branding. Microsoft has made it redundant. Then,
of course there's the punchline, after decades of consultants insisting
SharePoint lists, where the problem turns out lists were just
waiting for Microsoft to stop pretending they weren't good enough,
and now they are. Enter the SharePoint list connector. Then
Microsoft did something uncharacteristic. It made the obvious choice. It
stopped trying to rebrand common sense and simply allowed Copilot
(04:50):
Studio to read SharePoint lists directly. No extraneous layers, no
pre release schemer adapter, just connect and go. You paste
a list, you aurl authenticate like any normal user, and
Copilot immediately treats that list as an authoritative knowledge source.
The operation takes less time than it does to argue
about whether it's best practice. Let's go through this slowly
because the sheer simplicity confuses people who are conditioned to complexity.
(05:12):
In Copilot studio, you open your agent, click add knowledge,
choose SharePoint, and two familiar phrases appear. My lists and
recent lists. These aren't marketing reinventions. They mirror exactly what
you see in SharePoint itself. My list surfaces those you
created through the lists app Recent lists shows the ones
you've visited lately. Microsoft even preserved that little bit of
human laziness. Your AI can only connect easily to lists
(05:35):
you actually use. There's poetic justice in that once you
select a list, Copilot establishes an authenticated connection. It doesn't
copy the data or build an index. It simply references
the life list through the same channels you already rely on.
When you or a colleague update a record, add a
new holiday, change a project deadline, Copilot's knowledge reflects that instantly,
no cash refresh, no waiting on a background indexing job.
(05:58):
Real time isn't a buzzword here, it's literal. The AI
queries the latest data every single time you ask. Consider
a small demonstration your organization's holiday calendar lives in a
SharePoint list that you dutifully ignore until there's free kke involved. Traditionally,
if an assistant or chatboard needed that information, you'd have
to export it, converted, may be imported into data verse,
and then prey it synchronized correctly. Now you just connect
(06:20):
the list once the HR team adds labor day September.
First you ask Copilot, what's the next company holiday. It
answers instantly labor day. No raindexing, no retraining, no sync
in progress. The list updated, the AI saw it. End
of story. Behind the scenes, the brilliance lie is not
in new technology, but in what Microsoft chose not to do.
They didn't create a parallel data store. They respected your
(06:43):
existing one. Copilot operates in the user's security context, inheriting
permissions automatically. If only certain departments can see salary data,
then only those users instances of Copilot can retrieve it.
No elevated service accounts, no security loopholes disguised as convenience.
It's not a shortcut, it's the direct route we should
have taken from the start. This architectural restraint, doing less
(07:04):
in order to achieve more is rare in enterprise software.
For decades, integrations have thrived on duplication, but Microsoft realized
that duplication is fragility. Every copy of data becomes a
compliance liability, every new database a new failure point for governance.
By letting Copilot talk to the original list, they've turned
the humble share point list into what might be the
(07:24):
most cost efficient knowledge base available and the kicker. This
practically eliminates the boundaries between operational data and conversational intelligence.
Your support list, asset register, or task tracker, they all
become live informational feeds. For Copilot studio, nothing is archived.
For AI, everything is conversational. In Z two, the list
becomes a living knowledge cell, structured, controlled, and continuously current. Now,
(07:47):
of course, this shakes the foundations of entire departments whose
job titles contain the word migration. They depend on the
narrative that modernization requires movement. But when Copilot can derive
structured insight from the same list your intern aedits daily,
that rationale evaporates. The platform that once required data center
grade justification suddenly needs nothing beyond a URL and a click.
Think about the cultural shift that implies, for the first time,
(08:10):
the intelligence layer doesn't demand upheaval beneath it. The AI
doesn't force the business to reorganize around a new schema.
It adapts to the existing one in the small universe
of corporate technology. That's revolutionary humility, and just as quickly
as it appeared, the conversation in your IT meetings will change.
No more debates about data lakes versus warehouses. You'll simply
hear can Copilot read that list? And the answer will
(08:32):
be yes. And this, naturally is when the governance crowd
begins to panic, because now you don't need them as much.
Governance without pain. Here's where the anxiety sets in. Every
time a new integration appears, someone inevitably asks, but what
about governance, as if connecting Copilot to a SharePoint list
somehow blasts a whole in corporate security policy. Relax, You're
not tunneling into the pentagon. The data never leaves SharePoint.
(08:55):
It simply gets read by a process that already obeys
your existing permissions. That's the punchline. Govern veonance teams keep missing.
Nothing new is exposed. Copilot doesn't clone, export, or re
host list data. IT queries it live, one question at
a time through the same access model that already dictates
who can see what. If a user lacks permission in SharePoint,
they'll get nothing from Copilot. The agent doesn't impersonate anyone.
(09:17):
It runs in the calling user's context, meaning the same
authentication path, encryption, and audit loogging that already exist are reused.
The simplest form of compliance preservation possible. Compare that to
a data verse migration. You stand up a whole new environment,
replicate your tables, manually, rebuild role based access controls, then
spend weeks validating they match whatever SharePoint used to enforce automatically.
(09:39):
Don't forget the governance dogs, the security sign offs, and
those delightful post migration discovery scans just to ensure you
didn't accidentally over expose a column marked private with lists
as knowledge. All that redundancy disappears. Governance is not reinvented,
it's inherited. You can see why this unnerves certain specialists.
Their flow charts shrink to a sentence. Existing acls apply
(10:00):
the elaborate security architectures, the elaborate PowerShell scripts that manage
differential access tokens. They become ceremonial relics of an over
engineered past. Let's be explicit about mechanics. Copilot doesn't store credentials.
It uses the same OORTH session that authenticates you to
Microsoft three sixty five. If your tenant enforces multi factor authentication,
that gait continues to guard access. Each Copilot query is
(10:21):
effectively a share Point call under your ID. The results
come back reformatted linguistically, but governed technically in precisely the
same way as if you'd open the list yourself. No
shadow databases, no service principles with elevated rights, quietly impersonating
users behind the curtain. Auditing still there. Every read, every access,
every request follows the normal trails in Microsoft Purview or
(10:43):
whatever auditing suite your tenant employs. The agents just appear
as a user's activity calling the API, not some mysterious
bot identity wandering off with confidential data. So when compliance
asks who access this record, you can answer confidently the
same person who asks Copilot the question. It's almost anti
climactic governance. Once the obstacle becomes invisible, infrastructure again doing
(11:04):
its job quietly, and that of course offends anyone who
built a career out of maintaining fear around AI risk.
When the scary part turns out to be mundane permission inheritance.
The talking points collapse. Here's the synthesis to remember Copilot
isn't amplifying risk, its collapsing layers. The fewer places your
data exists, the fewer governance surfaces you need to secure. Migration,
(11:26):
by contrast, creates duplication, multiple copies of the same data
set living in multiple systems, each with its own retention,
classification and incident response routine. Life connection reduces compliance exposure
because it eliminates copies entirely. You already paid for governance
once Microsoft three sixty five bills you monthly for it
quite handsomely, why on earth would you pay again through
data verse licensing and separate audit pipelines. Treating Copilot as
(11:49):
an untrusted actor requiring new controls misunderstands its architecture. It's
not a rogue service. It's a context or ware extension
of the authenticated user. And if you're still worried, fine
tested restrict access to a column, then as copilot for it,
it'll politely decline, echoing the permissions. It never circumvents. That's
your proof. So yes, governance still matters. But the pain
(12:10):
associated with it doesn't. We've hit the rare moment when
doing less secures more. The existing SharePoint model, inheritance ACL's
audits remains the governing law. Copilot simply operates within it
like a well mannered in turn who actually reads the
rules before touching anything. Fine, but what about performance, you say?
Of course you do reality check performance, scale and limits.
(12:31):
Let's address the myth baked into every coffee fueled IT
meeting lists can't handle scale. Charming but wrong. People forget
that SharePoint lists aren't glorified Excel sheets sitting in the cloud.
They're backed by Sequel and optimized for collaborative access. The
modern list can comfortably handle tens of thousands of rows,
assuming crucial detail. You've designed it with minimal competence. Column
(12:52):
indexing isn't optional, garnish, It's the structural spine of performance.
Ignore it, and yes, you'll get slowness worthy of a
vintage dial up modem respected, and you'll query massive data
sets faster than your average data verse form loads. Here's
where the confusion begins. Users hit a view threshold warning
at five thousand items and assumed catastrophe. That limit isn't storage.
(13:12):
It's protection. SharePoint politely stops you from pulling entire tables
with no filters because it knows users love to build
lists like hoarders built garages. Add an indexed column, design
logical filters, and that barrier vanishes. Copilot's calls use those
same APIs, meaning the performance you feel in the browser
is almost identical to what Copilot experiences. If your list
is optimized, Copilot is optimized. If not, the blame is
(13:35):
architectural sloppiness, not platform limitation. Let's quantify this with reality,
not folklore. A list with ten thousand or even fifty
thousand items properly indexed and queriable returns responses within a
few hundred milliseconds. That's more than enough for conversational speed.
The perceived lag that triggers armchair outrage usually comes from
unindexed text columns, clumsy lookups, or someone deciding to nest
(13:55):
Jason Blobs inside description fields. You wouldn't feed your database
spoil data and then complain it smells. The same principle
applies here. Of course, limits exist. Shockingly, Microsoft products do
still obey physics. When you're pushing into complex transactional logic,
interdependent tables, cascading updates or heavy analytics requiring joints across entities,
data verse or fabric still serves you better. Copilot's conversation
(14:19):
engine isn't designed for high frequency transaction reconciliation. It's meant
for reasoning and information retrieval. Lists shine in operational awareness,
status dashboards, inventories, glossaries, change logs whenever data is reference
great but still active. That's the sweet spot. So here's
a practical diagnostic checklist. One. If your list changes faster
than people can read it, migrate. Two. If you require
(14:40):
relational integrity beyond look up columns, migrate. Three. If you've
built a list so bloated it resembles a makeshift ERP. Congratulations,
you're the reason sequel exists, migrate. But for everything else,
holiday calendars, asset trackers, knowledge registers, client e fqs stay put.
Copilot will handle it natively. Performance questions often carry a
subtext will it break under scale? The answer is mostly no.
(15:02):
Microsoft already tested that exhaustively. Because corporate customers spend two
decades uploading chaos. The platform's durability isn't the problem. User
impatience is. And yet let's be mercifully candid. If your
environment feels slow, it's rarely share Points fault. It's your columns,
your filters, or your unwillingness to delete obsolete rows named
helpfully test. If your list has one hundred thousand such entries,
(15:22):
you don't deserve AI. You deserve a weekend deleting duplicates. Latency,
by the way, isn't Copilot's issue either. It's fetching results live,
which means whatever delay exists comes from share Points processing,
not some mystical AI bottleneck. Optimized lists return responses nearly instantly.
Poorly structured ones give you the illusion of AI lag
when what you're really watching is share Point handling your
(15:43):
negligence in real time. So let's recalibrate our expectations. Scale
is not evil. Mismanagement is the same. Governance principles that
keep your permissions clean, keep your lists responsive, A little
indexing discipline, and a few power automated guardrails transform performance
from an excuse into an afterthought. For ninety five percent
of business scenarios. Good enough is not just acceptable, it's optimal. Now,
(16:03):
after the laughs about test rows die down, there's a
more serious point. This update changes the hierarchy of enterprise
data design. Lists are no longer the quaint pre data
based staging ground. They're a legitimate, first class citizen in
the conversational ecosystem, deployable, governable, performaned, and suddenly strategic. And
for everyone who spent a career under estimating them, that
realization is going to sting the strategic flip lists as
(16:27):
living knowledge. For years, SharePoint lists sat in the corporate attic,
too important to delete, too outdated to mention. They were
where projects went, where no one wanted to pay for
data verse storage but still needed a table with columns. Now,
through a single Copilot connector, those dusty tables evolve into
living knowledge, organically updated, permission aware, and instantly conversational. Congratulations,
(16:47):
the office antique just became the brain stem of enterprise AI.
Let's clarify the magnitude of this shift. Historically, document libraries
have hogged credit as organizational memory. They hold PDFs, powerpoints
relics of initiatives long gone. Lists, on the other hand,
were interactive, structured tabula, always in flux. Before Copilot, that
(17:07):
dynamism was a liability. AI couldn't keep up with constant changes.
Now it's the advantage because Copilot draws knowledge at runtime,
lists morph into active neurons in your data cortex, continuously updated, instantly, accessible,
never stale. This is the strategic inversion Microsoft probably didn't intend,
but certainly triggered. The question isn't where should data live anymore,
(17:27):
it's how should intelligence access it. The new hierarchy values
direct connectivity over architectural status. Data verse remains the engineer's playground, sure,
but lists now represent something more universal, where business actually happens, tasks, policies, assets, customers.
If it needs to be edited daily, it belongs there.
Think of every list in your tenant as a miniature
knowledge cell. Each one holds specialized context. Finance lists about budgets,
(17:51):
HR lists about holidays, it lists about assets. Independently, they
are simple. Collectively they form an ecosystem. Copilot doesn't demand
that you unify them. It simply queries whichever cell is
relevant in real time. It's not a data warehouse. It's
a living mesh of truth. The beauty of this model
lies in its restraint. Twelve months ago, any talk of
AI and lists would have spiraled into a whiteboard diagram
(18:13):
filled with arrows, connectors and integration. Layers. Now it's just connect, authenticate, converse.
You can link up to fifteen list per copilot studio agent.
That's fifteen independent knowledge sources, each retained in its original
location with zero migration overhead. Fifteen ways to turn banal
corporate tracking into a cognitive map. The implications stretch further
than convenience. By anchoring knowledge where it's created, you create
(18:35):
a self healing ecosystem. Users correct data once everywhere benefits instantly.
No data lake synchronization, no overnight rebuilds, no reconciliation tasks.
Every copilot conversation that references your lists reflects live reality,
not last night's export file. That's digital truth in its
most civilized form. This democratizes intelligence Suddenly, any department with
(18:56):
a list can build a copilot that speaks its domain,
benefits questions from its own registry. Facilities can describe office
assets directly from its tracker. Legal can surface policy clauses
from a compliance log, all without it rewriting schemas. The
intelligence layer adapts to users, not the other way around.
And that's the ultimate cultural reversal. The complexity once required
(19:18):
to make AI work with business has inverted. Business data
now drives the AI itself. SharePoint lists, once written of
as middle management improvisations, are officially enterprise great knowledge stores.
That's the strategic flip, a revaluation of simplicity as infrastructure
still migrating, Why masochism or habit The answer hardly matters.
The jokes on the project planner who still thinks a
(19:38):
data modernization initiative sounds noble. The smartest thing you can
do this fiscal year is nothing except add a connector
the new data commandment. Stop moving data, start connecting intelligence.
That's the commandment. Now Microsoft finally aligned Copilot with reality.
Your information already lives inside the ecosystem. It just needed permission,
not relocation. The power shift is subtle but profound. Copilot
(20:01):
no longer demands pristine databases or duplicated data sets. It
meets data exactly where it lives, governed and authenticated. The
humble share point list, once dismissed as temporary scaffolding, is
now the core of operational knowledge, real time, structured, and
obediently secure. Every migration plan drafted from this point forward
should begin with the question can we simply connect? Because
(20:23):
if the answer is yes, the remainder of that project
proposal belongs in the recycling bin. Your old share point
list just became smarter than your last six month migration plan.
Treated accordingly. If you value explanations that demolish bad IT
habits before they consume another budget, you know what to do.
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(20:43):
Efficiency isn't earned, it's connected. Choose connection.