Help employees find the right people faster with Assistant relationship data
Executive assistants in an organization play a critical role in coordinating schedules, communication, and executive operations. However, assistant information is often stored in HR systems or business applications and is not easily discoverable across day-to-day Microsoft 365 experiences.
Organizations can now ingest Assistant relationships from external systems into Microsoft 365. Once ingested, this information becomes part of the organization's people data and can be surfaced across Microsoft 365 experiences and Copilot.
Why This Matters
By bringing assistant relationships into your people data, employees can quickly identify the right contact for executive coordination, navigate organizational support structures more effectively, and gain richer organizational context within their daily workflows across Microsoft 365 and Copilot.
Assistant Information Across Microsoft 365
Copilot
Once Assistant data is ingested into Microsoft 365, Copilot can use this information to answer assistant-related questions and support common coordination workflows. For example, employees can ask:
- "Who is X's assistant?"
- "Who should I contact to set up time with X?"
- "Who supports this executive?"
Image: An illustrative mock-up demonstrating how Assistant information is displayed in Copilot
Profile Cards
Assistant information is displayed on Profile Cards, making it easy for employees to identify and contact a leader's assistant while viewing the leader's profile.
Organization View
Assistant information is surfaced in Organization View, providing better visibility into organizational support structures and helping employees discover the right points of contact across the organization.
Getting Started
IT administrators can ingest Assistant information from external systems into Microsoft 365 using:
- Custom people connectors Learn more
- SAP SuccessFactors/ Workday connectors available in Organizational Data in Microsoft 365 Learn more.
Other People relationships
Assistant relationships are just one example of how Microsoft 365 is bringing organizational context closer to where people work. As organizations increasingly operate through matrixed teams and cross-functional collaboration, Microsoft 365 can support a rich set of workplace relationships—from reporting structures to dotted-line and custom relationships—helping people better understand how individuals, teams, and leaders are connected. Learn more.
Learn more/ Resources
- Learn more about Assistant settings and how users in an organization can add an assistant to their profile
- Use people data connectors with Microsoft 365 Copilot
- Use your organizational data in Microsoft 365 and Microsoft Viva
- Overview of people relationships in Microsoft 365 - Microsoft 365 admin | Microsoft Learn
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