Merge pull request #9290 from MicrosoftDocs/matp-3811599

Mattp123 · web-flow · commit bec93129cd32 · 2024-03-18T15:33:40.000-07:00
Matp 3811599
diff --git a/powerapps-docs/maker/TOC.yml b/powerapps-docs/maker/TOC.yml
@@ -2571,6 +2571,8 @@
     href: ./common/faqs-email-assist-rte.md
   - name: FAQ for Excel to table and app
     href: ./common/faqs-excel-to-table-app.md
+  - name: FAQ for SharePoint list to table and app
+    href: ./common/faqs-sharepoint-list-to-table-app.md
   - name: FAQ for drafting well-written, input text with Copilot
     href: ./common/faq-draft-with-copilot.md
   - name: FAQ about form filling assistance  
diff --git a/powerapps-docs/maker/common/faqs-excel-to-table-app.md b/powerapps-docs/maker/common/faqs-excel-to-table-app.md
@@ -16,23 +16,23 @@ These frequently asked questions (FAQ) describe the AI impact of the Excel to ta
 
 ## What is Excel to table and app?
 
-Excel to table and app allows makers to bring their own Excel file and convert that to a Dataverse table and an app along with it. The feature accepts an Excel file and produces a Dataverse table as the output. When a maker uses the feature from the home page or the **Apps** area, it can also generate an app based on the Dataverse table. When Copilot is enabled in the current environment, it leverages  [Azure OpenAI Service](/azure/ai-services/openai/overview) to generate the best-fitting table and column metadata based on the uploaded Excel file.
+Excel to table and app allows makers to bring their own Excel file or SharePoint list and convert that to a Dataverse table and an app along with it. The feature accepts an Excel file or SharePoint list and produces a Dataverse table as the output. When a maker uses the feature from the home page or the **Apps** area, it can also generate an app based on the Dataverse table. When Copilot is enabled in the current environment, it leverages  [Azure OpenAI Service](/azure/ai-services/openai/overview) to generate the best-fitting table and column metadata based on the uploaded Excel file or SharePoint list.
 
 ## What can Excel to table and app do?  
 
-Excel to table and app converts the first range of tabular data from the first tab of the uploaded Excel file to a Dataverse table by generating column metadata and ingesting data to the created table. When Copilot capability is enabled in this environment, Copilot assists with the table creation by generating table names, descriptions, along with column names and data types based on the uploaded Excel data.  
+Excel to table and app converts the first range of tabular data from the first tab of the uploaded Excel file or SharePoint list to a Dataverse table by generating column metadata and ingesting data to the created table. When Copilot capability is enabled in this environment, Copilot assists with the table creation by generating table names, descriptions, along with column names and data types based on the uploaded Excel data or SharePoint list.  
 
 ## What is/are Excel to table and app’s intended use(s)?
 
-Excel to table and app is intended to assist makers to migrate their existing data from Excel into using Power Platform. It ensures new or less experienced makers can move away from their existing Excel file based system to Dataverse tables and be put in the position of having a working app connected to that data so they can understand how apps in Power Apps are built.
+Excel to table and app is intended to assist makers to migrate their existing data from Excel into Power Platform. It ensures new or less experienced makers can move away from their existing Excel file based system or SharePoint lists to Dataverse tables and be put in the position of having a working app connected to that data so they can understand how apps in Power Apps are built.
 
 ## How was Excel to table and app evaluated? What metrics are used to measure performance?
 
 We have set up reports and dashboards to track the usage, net promoter score (NPS), and engagement of the feature. We have also set up monitors to track the success rate of table creation, data ingestion, and AI inference. Top errors that occur to the users are logged as part of our monitors to help us understand what’s causing the issues.  
 
 ## What are the limitations of Excel to table and app? How can users minimize the impact of Excel to table and app’s limitations when using the system?
 
-- When Copilot is enabled for the environment, Excel to table and app currently only produces metadata output in U.S. English, Danish, German, Spanish, French, Italian, and Dutch. Users can manually update their metadata before creating their tables and apps to minimize the impact.  
+- When Copilot is enabled for the environment, Excel to table and app currently produces metadata output in U.S. English, Czech, Danish, German, Spanish, Finnish, French, Italian, Dutch, Norwegian, Polish, Portuguese, Swedish, or Turkish. Users can manually update their metadata before creating their tables and apps to minimize the impact.  
 
 - The Copilot capability of Excel to table and app is currently supported in [limited regions](#how-can-i-use-this-feature-in-a-power-platform-environment-that-is-created-outside-of-the-united-states-or-switzerland). Users located in regions that don’t currently support this Copilot feature are still able to use the upload and table and app creation feature without Copilot assistance.  
 
@@ -44,7 +44,7 @@ We have set up reports and dashboards to track the usage, net promoter score (NP
 
 - Users can configure the metadata settings of the columns of the table including display name, data type, format, whether the column is required, schema name, and some other settings specific to each selected data type, such as choices and default choice when the datatype is choices.  
 
-- Users can configure whether the table should use first row of data as column headers. When this is turned on, the first row of the uploaded Excel file is used as the header of the table.  
+- Users can configure whether the table should use first row of data as column headers. When this is turned on, the first row of the uploaded Excel file or SharePoint list is used as the header of the table.  
 
 - Users can configure the ownership of the table. Ownership depends on whether the data of the table is owned by specific users, teams, or the entire organization.
 
@@ -54,4 +54,4 @@ To do this, turn on data movement across regions. More information: [Enable copi
 
 ## See also
 
-[Upload an Excel file](../data-platform/create-edit-entities-portal.md#upload-an-excel-file)
+[Create with external data](../data-platform/create-edit-entities-portal.md#create-with-external-data)
diff --git a/powerapps-docs/maker/common/faqs-sharepoint-list-to-table-app.md b/powerapps-docs/maker/common/faqs-sharepoint-list-to-table-app.md
@@ -0,0 +1,55 @@
+---
+title: FAQ for SharePoint List to table and app
+description: This FAQ provides information about the AI technology that's used in SharePoint List to table and app. This FAQ also includes key considerations and details about how AI is used, how it was tested and evaluated, and any specific limitations.
+ms.date: 03/21/2024
+ms.custom: 
+  - responsible-ai-faqs
+ms.topic: article
+author: Mattp123
+ms.author: yueshu
+ms.reviewer: matp
+ms.collection: bap-ai-copilot
+---
+# FAQ for SharePoint List to table and app
+
+These frequently asked questions (FAQ) describe the AI impact of the SharePoint List to table and app feature.
+
+## What is SharePoint List to table and app? 
+
+SharePoint List to table and app allows makers to bring their own SharePoint List and convert that to a Dataverse table and an app along with it. The feature accepts a SharePoint List and produces a Dataverse table as the output. When a maker uses the feature from the home page or the Apps area, it can also generate an app based on the Dataverse table. When Copilot is enabled in the current environment, it leverages  Azure OpenAI Service to generate the best-fitting table and column metadata based on the selected SharePoint List. 
+
+## What can SharePoint List to table and app do? 
+
+SharePoint List to table and app converts the selected SharePoint List to a Dataverse table by generating column metadata and ingesting data from the SharePoint List to the created Dataverse table. When Copilot capability is enabled in this environment, Copilot assists with the table creation by generating column descriptions and data types based on the selected SharePoint List. Copilot will not read all of the customer data to generate the metadata. Copilot will not change any of the customer data from the original source.  
+
+## What is/are SharePoint List to table and app’s intended use(s)? 
+
+SharePoint List to table and app is intended to assist makers to migrate their existing data from SharePoint List into Power Platform. It ensures new or less experienced makers can move away from their existing SharePoint based system to Dataverse tables and be put in the position of having a working app connected to that data so they can understand how apps in Power Apps are built. 
+
+## How was SharePoint List to table and app evaluated? What metrics are used to measure performance? 
+
+We have set up reports and dashboards to track the usage, net promoter score (NPS), and engagement of the feature. We have also set up monitors to track the success rate of table creation, data ingestion, and AI inference. Top errors that occur to the users are logged as part of our monitors to help us understand what’s causing the issues. 
+
+## What are the limitations of SharePoint List to table and app? How can users minimize the impact of SharePoint List to table and app’s limitations when using the system? 
+
+When Copilot is enabled for the environment, SharePoint List to table and app will produce metadata output according to user’s language setting if it’s configured to be U.S. English, Czech, Danish, German, Spanish, Finnish, French, Italian, Dutch, Norwegian, Polish, Portuguese, Swedish, or Turkish. If user is not using one of the supported languages, Copilot will produce metadata in U.S. English by default. User can manually update their metadata before creating their tables and apps to minimize the impact. 
+
+The Copilot capability of SharePoint List to table and app is currently supported in limited regions. Users located in regions that don’t currently support this Copilot feature are still able to use the SharePoint List to table and app feature without Copilot assistance. 
+
+The autogenerated metadata of SharePoint List to table and app might not be 100% accurate. Users can minimize the impact by reviewing the metadata before table and app creation. 
+
+## What operational factors and settings allow for effective and responsible use of SharePoint List to table and app? 
+
+Users can configure the metadata settings of the table including display name, plural name, description, primary column, and schema name. This affects the metadata settings of the table when the table is created. 
+
+Users can configure the metadata settings of the columns of the table including display name, data type, format, whether the column is required, schema name, and some other settings specific to each selected data type, such as choices and default choice when the datatype is choices. 
+
+Users can configure the ownership of the table. Ownership depends on whether the data of the table is owned by specific users, teams, or the entire organization. 
+
+## How can I use this feature in a Power Platform environment that is created outside of the United States or Switzerland? 
+
+To do this, turn on data movement across regions. More information: Enable copilots and generative AI features outside United States and Switzerland 
+
+## See also 
+
+[Create with external data](../data-platform/create-edit-entities-portal.md#create-with-external-data)
diff --git a/powerapps-docs/maker/data-platform/create-edit-entities-portal.md b/powerapps-docs/maker/data-platform/create-edit-entities-portal.md
@@ -1,6 +1,6 @@
 ---
 title: "Create and edit tables using Power Apps | MicrosoftDocs"
-description: "Understand how to create and edit tables using Power Apps portal"
+description: "Understand how to create and edit tables using Power Apps."
 author: "Mattp123"
 ms.date: 02/28/2024
 ms.reviewer: ""
@@ -36,7 +36,7 @@ There are several ways to create a new table:
 - [Add columns and data](#add-columns-and-data)
 - [Describe the new table](#describe-the-new-table)
 - [Set advanced properties](#set-advanced-properties)
-- [Upload an Excel file](#upload-an-excel-file)
+- [Create with external data](#create-with-external-data)
 - [Create a virtual table](#create-a-virtual-table)
 
 ### Add columns and data
@@ -74,8 +74,8 @@ Enter data for the following properties.
 
 |Property |Description|
 |--|--|
-|**Display name**|This is the singular name for the table that will be shown in the app. This can be changed later.|
-|**Plural display name**|This is the plural name for the table that will be shown in the app. This can be changed later.|
+|**Display name**|This is the singular name for the table that is shown in the app. This can be changed later.|
+|**Plural display name**|This is the plural name for the table that is shown in the app. This can be changed later.|
 |**Description**|Provide a meaningful description of the purpose of the table.|
 
 Select **Enable Attachments** to append notes and files to records for this table.
@@ -100,7 +100,7 @@ Select **Advanced options** to display additional properties that are optional f
 |**Track changes**   | Enables data synchronization in a performant way by detecting what data has changed since the data was initially extracted or last synchronized.  This option must be enabled for certain features such as Azure Synapse Link for Dataverse. |
 | **Provide custom help**  | When selected, set a **Help URL** to control what page users see when they select the help button in the application. Use this to provide guidance specific to your company processes for the table.  |
 | **Audit changes to its data**  | When auditing is enabled for your organization, this allows for changes to table records to be captured over time. When you enable auditing for a table, auditing is also enabled on all its fields. You can select or clear fields that you want to enable auditing on.  |
-| **Leverage quick create form if available**  |After you've created and published a Quick Create Form for this table, people have the option to create a new record using the Create button in the navigation pane. More information: [Create and design model-driven app forms](../model-driven-apps/create-design-forms.md)  <br /> When this is enabled for a custom activity table, the custom activity is visible in the group of activity entities when people use the **Create** button in the navigation pane. However, because activities don't support quick create forms, the main form will be used when the custom table icon is selected.  |
+| **Leverage quick create form if available**  |After you've created and published a Quick Create Form for this table, people have the option to create a new record using the Create button in the navigation pane. More information: [Create and design model-driven app forms](../model-driven-apps/create-design-forms.md)  <br /> When this is enabled for a custom activity table, the custom activity is visible in the group of activity entities when people use the **Create** button in the navigation pane. However, because activities don't support quick create forms, the main form is used when the custom table icon is selected.  |
 |**Creating a new activity**  | Associate activities to records for this table.  |
 | **Doing a mail merge**  | App users can use this table with mail merge.   |
 |**Setting up SharePoint document management**   | After other tasks have been performed to enable document management for your organization, enabling this feature allows for this table to participate in integration with SharePoint.  |
@@ -114,19 +114,59 @@ Select **Advanced options** to display additional properties that are optional f
 
 Select **Save** to continue, this closes the **New table** panel and display the [table hub](#edit-table-components-using-the-table-hub).
 
-### Upload an Excel file
+### Create with external data
 
-Use an Excel file to populate a table with your data, which uses copilot to assist with the table generation.
+Use an Excel file/CSV file or SharePoint list to populate a table with your data, which uses copilot to assist with the table generation.
 
 > [!NOTE]
 > [Generally available](/power-platform/admin/general-availability-deployment) copilot features are enabled by default and can't be turned off. To disable them, a tenant admin must [contact support](/power-platform/admin/get-help-support).
 
-1. From the **Tables** area, on the command bar select **New table** > **Upload an Excel file**.
-1. Select from device or drag and drop your Excel file onto the **Upload an Excel file** page.
-1. The data from the Excel file is displayed as a Dataverse table. Select a column header > **Edit column** to make changes, such as the column name or data type.
-1. When you're finished, select **Create**.
+1. From the **Tables** area, on the command bar select **New table** > **Create with external data**, and then select either **File (Excel, .CSV)** or **SharePoint list**.
+   # [File (Excel, .CSV)](#tab/excel)
+
+   1. Select from device or drag and drop your Excel file onto the **Upload an Excel file** page.
+   1. The data from the Excel file is displayed as a Dataverse table. Select a column header > **Edit column** to make changes, such as the column name or data type.
+   1. When you're finished, select **Create**.
+
+   For more information about how AI is used with this feature, go to [FAQ for Excel to table and app](../common/faqs-excel-to-table-app.md).
+
+   # [SharePoint list (preview)](#tab/sharepoint)
+
+   > [!IMPORTANT]
+   > - This is a preview feature.
+   > - [!INCLUDE [cc-preview-features-definition](../../includes/cc-preview-features-definition.md)]
+   > - For SharePoint columns not supported, go to [SharePoint columns not used in Dataverse table generation](#sharepoint-columns-not-used-in-dataverse-table-generation).
+
+   1. If you agree to the terms, select **Continue**.
+   1. Select the SharePoint site you want from the following options:
+
+      - **Enter the SharePoint URL** for the SharePoint site that has the list you want, such as `https://microsoft.sharepoint.com/teams/ContosoSite`, and then select **Connect**.
+      - Select the SharePoint site with the list you want under **Recent sites**.
+      - Alternatively, you can create a new connection to a SharePoint site by selecting **...** > **Add a new connection** on the left pane.
+
+   1. Under **Select a list**, select the list you want, and then select **Next**.
+   1. The table preview appears. Select from the following options:
+
+      - Select **Edit table properties** if you want to change the table name and description that are generated for you.
+      - Select **Row ownership** if you want to change the table row ownership to either user\group or organization owned. More information: [Table ownership](types-of-entities.md#table-ownership)
+   1. Select **Create** to create the table.
+
+   For more information about how AI is used with this feature, go to [FAQ for SharePoint list to table and app](../common/faqs-sharepoint-list-to-table-app.md).
+---
+
+#### SharePoint columns not used in Dataverse table generation
+
+The following columns aren’t included when generating a Dataverse table from a SharePoint list because the respective data types aren’t supported with Dataverse:
 
-For more information about how AI is used with this feature, go to [FAQ for Excel to table and app](../common/faqs-excel-to-table-app.md).
+- Image
+- Task outcome
+- External data
+- Managed metadata
+- Attachment (single)
+- Multiple attachments / images
+- SharePoint list system columns
+- Symbol at column level (currency, prefix, postfix) in numbers
+- Unique values
 
 ### Create a virtual table
 
