Question

A strategy team at a manufacturing firm wants to use the Researcher agent in Microsoft 365 Copilot to produce a competitive analysis. They want the Researcher agent to reason not only over web content and their Microsoft 365 tenant data, but also over data held in their third-party CRM and a project management SaaS tool. As the AI Transformation Leader, what should you recommend to make the third-party data available to the Researcher agent?

Accepted Answer

Enable the relevant connectors so Researcher can incorporate approved third-party data sources into its multi-step reasoning

Answer

Export the CRM and project management data to Excel files and paste the contents into the Researcher prompt each time

Answer

Tell the team the Researcher agent can only reason over public web content and cannot use any organizational or third-party data

Answer

Rebuild the analysis workflow as a custom pro-code agent in Microsoft Foundry because Researcher cannot access non-Microsoft systems