Work IQ is the intelligence layer that personalizes Microsoft 365 Copilot and agents to your organization’s real work context. Instead of only reacting to prompts, it helps Copilot act like an informed work partner that understands:
- Who people are and how they collaborate.
- Which projects and customers matter most.
- What’s in motion, what’s been decided, and what needs attention.
Work IQ is built on two tightly integrated layers:
- Unified Work Data
- Microsoft Graph brings in unstructured productivity data from Microsoft 365: files, emails, chats, meetings, and user profiles.
- Microsoft Dataverse brings in structured operational data from Dynamics 365 and Power Platform: accounts, opportunities, cases, inventory, SKUs, SLAs, approvals, and more.
- Over 200 Microsoft 365 Copilot connectors and 1,600+ Power Platform connectors extend this to thousands of non-Microsoft systems, while keeping data inside your tenant boundary.
- Real-Time Context
- Memory – Copilot builds both explicit and implicit memories. Users can set Custom Instructions (e.g., “respond in active voice”) or ask Copilot to remember preferences. Over time, Copilot also infers durable insights from chat history and workflows.
- Semantic Index – Your Microsoft Graph and Dataverse data is automatically semantically indexed, enabling meaning-based search instead of simple keyword matching. This improves retrieval quality and relevance.
- Business Understanding – Dataverse provides a business semantic layer: entity relationships, glossary definitions, and synonyms. This lets agents understand your internal terminology, acronyms, and business rules.
Because of this, Copilot can handle complex, cross-system questions such as:
“Help me evaluate how issues raised by my parts supplier in our Teams call last week might impact my inventory and sales in the coming months.”
Behind the scenes, Work IQ connects the Teams meeting, supplier communications, CRM data, and inventory records—while respecting permissions, sensitivity labels, and tenant boundaries end to end.
For implementation, organizations typically:
- Identify high-impact scenarios where work context matters most.
- Connect enterprise data sources via Microsoft 365 and Power Platform connectors.
- Enable Dataverse Search to take advantage of the AI-enhanced semantic index.
- Surface early agents directly inside familiar Microsoft 365 and Dynamics 365 experiences.