Empowering Partner Success with AI in WorkPoint 365

AI isn’t only transforming how WorkPoint 365 customers work: it’s delivering better value for our partners. The rise of AI presents new opportunities to streamline configurations, demonstrate innovation, and strengthen customer relationships.

Currently, we see our partners using AI not just to build faster, but to rethink what’s possible. Integrating with WorkPoint 365, they’ll spend less time writing code and more time optimizing our end-customers’ business processes.

Delivering better value for WorkPoint Partners

The WorkPoint partner ecosystem is built on collaboration, and the platform’s AI capabilities are designed with that in mind. There are three main areas of focus: 

1. Ensuring the platform stays AI-ready
2. Supporting Microsoft’s AI initiatives
3. Embedding AI directly into WorkPoint 365
   
   

One of the most exciting developments is the AI Expression Builder, which is launching soon. This feature allows partners to generate complex formulas using natural language prompts, much like how AI generates Excel formulas. Instead of writing a technical expression manually, you’ll simply provide prompts, and AI will do the rest. Partners can then refine or adjust the output interactively, saving time and reducing the need for deep technical knowledge. It’s a powerful enabler, helping partners work faster, reduce errors, and spend more time advising on business value rather than troubleshooting syntax.

Simplifying configuration and empowering consultants

New AI capabilities don’t just speed up delivery, they also expand who can deliver it. By lowering the technical barriers to configuration, WorkPoint 365 empowers less experienced consultants to implement more effective solutions. 

In the past, certain configurations required near-developer-level skills. Now, business-focused consultants can handle them easily. This shift reflects a broader industry trend: AI is democratizing development. From ‘no-code’ apps to AI-driven assistants, more and more complex work can now be done through simple, natural-language interaction.

The result? Our partners can engage more strategically with end-customers, focusing less on the technical implementation and more on improving business processes and outcomes.

Ensuring AI security and compliance 

For partners, data protection remains a critical consideration when introducing AI to customers. In the WorkPoint environment, Copilot only sees what you see: it respects the security parameters set up in Microsoft 365. This ensures every AI feature is governed by existing access controls, permissions, and compliance policies. 

This governance-first approach gives our partners confidence that their AI solutions are secure, compliant, and aligned with enterprise IT policies. It’s a key differentiator when compared to third-party AI services, where data management may be less transparent.

Helping partners demonstrate the added value of AI 

AI has also become a powerful tool for partner engagement and sales. We know that when partners demo the platform, AI is the hot topic. Even if a customer isn’t ready to deploy it yet, they want to see what’s possible.

AI-driven email processing is a clear and relatable example of how AI can make daily work faster and smarter. Its ability to automatically interpret messages, create cases, and draft replies makes for compelling demonstrations. 

Leading partners are already pushing these capabilities further. For example, Fellowmind, a WorkPoint Partner with a dedicated AI team, has built prototypes for fraud detection in education and automated information requests in the public sector: all using WorkPoint and Microsoft AI technologies.

These real-world examples show how partners can combine WorkPoint’s governance with Microsoft’s AI power to deliver tangible business outcomes.

Offering AI-enabled solutions to end-customers

Customers may not be ready to use AI immediately, but they want to know their platform is ready when they are. We see it in almost every RFP, tender, and customer engagement – AI-readiness is becoming a baseline expectation. 

By adopting WorkPoint 365, partners can confidently tick that box, and more importantly, show what AI-readiness looks like in practice. It’s not about waiting for the perfect moment, it’s about showcasing that AI can solve real problems today. 

Building the future through collaboration and partnership

AI is reshaping the way businesses operate, but its full potential lies in collaboration between technology, partners, and customers. For WorkPoint Partners, AI represents both an exciting toolkit and an opportunity: to work faster, innovate smarter, and lead customers into the next era of intelligent productivity.

With secure Microsoft integration, intuitive AI tools, and a clear roadmap for growth, WorkPoint 365 empowers partners to deliver the future of work, today.