Work IQ: Layers Personalizing Copilot with Org Data
Work IQ boosts Microsoft 365 Copilot accuracy and speed via three layers—data from M365/Dynamics, evolving context like memory/semantic index, and agentic skills/tools—grounded securely in tenant permissions, outperforming connector-only models.
Work IQ's Three Layers Enable Org-Specific AI
Work IQ personalizes Microsoft 365 Copilot by integrating data, context, and skills & tools, providing deeper grounding than generic connectors. Start with data: Secure access to Microsoft 365 tenant (SharePoint, OneDrive files, Outlook, Teams chats/meetings) plus metadata on collaboration patterns. Extend via Copilot Connectors (hundreds pre-built or custom) for non-Microsoft systems. Add Dynamics 365/Power Apps data in Dataverse—embedded Copilot in Sales/Customer Service launches later this month; broad M365 access by Summer 2026. This lets Copilot link comms to business data, e.g., "Evaluate supplier issues from last week's Teams call on inventory/sales forecasts."
Context builds on data with insights into work patterns (skills, projects, collaborations). Use memory: Explicit (user Custom Instructions like "Use active tense only" or saved memories from prompts like "Remember I dislike passive tense") plus implicit (inferred from chat history). Future: Incorporate activity from Teams/Outlook/Word/Excel/PowerPoint. Enhance with semantic index for meaning-based retrieval (not keywords), covering tenant/connector data while honoring permissions/labels. Add business understanding via ontologies/glossaries on Dataverse workflows for expert task knowledge.
Skills & tools make it agentic: Skills give specialized instructions (e.g., schedule meetings, retrieve external data, access transcripts); tools execute (MCP servers, agent flows, APIs/plugins). Combine for complex queries like vague archived content retrieval, respecting governance.
Multi-model support (OpenAI, Anthropic; more coming) applies best model per task, user-choice enabled.
Security, Experiences, and Extensibility
Work IQ inherits tenant permissions, sensitivity labels, DLP, GDPR/EU Data Boundary compliance—no new risks. Activate in Copilot Chat (Work toggle), M365 apps (Word/Excel/PowerPoint/Teams); unify across surfaces soon. Dynamics/Power Apps get Dataverse boost.
Developers: Work IQ API (RESTful, Public Preview later this month) exposes context/security for custom agents/apps. CLI now; MCP/A2A soon. Build agents with custom skills/tools orchestrated via Work IQ.