microsoft-365-enterprise-search

name	microsoft-365-enterprise-search
description	Use Claude with Microsoft 365 context (SharePoint/OneDrive, Outlook, Teams) by framing questions for cross-tool enterprise search and producing source-backed reports.

Instructions

What this skill does

Use this skill when you need Claude to answer questions using context that lives across Microsoft 365, without manually uploading files.

This skill provides:

• A consistent way to phrase enterprise-search requests.
• A report structure that expects citations to where information came from (file name, location, thread, meeting, etc.).
• Templates you can reuse for admin setup notes and end-user requests.

Recommended workflow

1. State the question and desired output (decision memo, policy summary, onboarding brief, etc.).
2. Name the Microsoft 365 sources to consult (SharePoint/OneDrive docs, Outlook threads, Teams channels/meetings).
3. Ask for a synthesized report that distinguishes facts vs. recommendations.
4. Request provenance for each claim (which doc/email/thread it came from).

Admin-led setup assumptions

This post describes an admin-first approach where an administrator enables the connector and curates sources, then users authenticate and benefit from shared access.

If your environment differs, adapt accordingly.

Bundled resources

• Prompt templates: templates
• Example requests: examples

Examples

Example: cross-source policy question

Use: examples/remote-work-policy.md

Example: onboarding brief

Use: examples/onboarding-brief.md