Smarter AI Workflows in Microsoft 365 Copilot has been announced on the roadmap: Tools, Source Control, and Agents

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Tool Selection in Copilot Chat: Making AI Features More Discoverable

One of the most helpful updates in my opinion, is the introduction of the new “Tools” button in Copilot Chat. Users will soon see this button directly in the chat prompt box, offering quick access to a curated set of Copilot features such as Researcher, Analyst, Pages, and image generation. 

This will hopefully help users with an easier path to the different tools at their disposal. The feature is turned on by default, with no admin configuration required. This feature is associated with Roadmap ID 497298, and is expected to roll out in the last weeks of August.

Source Control in Copilot Chat: Scoped Responses for Greater Relevance

Another user-friendly enhancement coming up, is the ability to scope Copilot Chat responses to specific content sources. This feature will allow users to define exactly which documents, folders, or repositories Copilot should reference when generating responses. It’s a subtle but powerful shift that gives users more control over the relevance and accuracy of the AI’s output.

This update addresses a common concern I’ve heard from many of my customers: "How can we trust the source of the information we are receiving". Users often wonder where Copilot is pulling its information from and whether it’s relevant to their current project. By allowing users to narrow the scope of Copilot’s reasoning, Microsoft is helping reduce noise and increase precision two things that are essential for building confidence in AI-assisted workflows. 

This feature is associated with Roadmap ID 496596, and will also be enabled by default and doesn’t require any admin setup, though helpdesk teams should be prepared to support users who may have questions. It’s also a good idea for organizations to update internal documentation and training materials to reflect this new capability.

Source Control in Agents: Researcher Gets Granular

Microsoft is not only introducing Source Control in Chat, they are also introducing Source Controls for the Researcher Agent. This enhancement allows users to specify exactly where the Researcher Agent should look when generating insights. Previously, the agent had broad access to both internal and external sources, which could sometimes lead to overly general or irrelevant results. With this update, users will be able to choose between Web content, internal organizational data, standard Microsoft Graph entities like emails and files, and soon external data sources via connectors.

The feature will respect any existing policies, and will roll out automatically to users. It looks like we have to wait a little longer for this update, as it is currently scheduled to be released in the September timeframe.