Microsoft embeds AI deeper in Power Apps, raising stakes for monday.com

Microsoft is pushing AI closer to the place work actually happens. In its April 15 Power Apps update, Microsoft said Microsoft 365 Copilot is now generally available in model-driven apps and in public preview for canvas apps, while new app skills for data entry, exploration, visualization and summarization are also generally available. An agent feed backed by the Power Apps MCP Server is scheduled for May 4, a signal that Microsoft wants AI to live inside business apps, not beside them.

That matters for monday.com because Microsoft is making the same core argument monday.com has made for years, only with the reach of Microsoft 365 behind it. If a sales ops manager, finance analyst or project lead can ask Copilot to act inside Power Apps, inside Teams, inside Outlook and inside Word, the case for adopting a separate workflow layer gets harder to make. The competitive question is no longer whether monday.com has AI. It is whether monday.com can offer something Microsoft’s own stack cannot already provide where employees spend their day.

Microsoft’s April 9 Power Platform feature update made the point even sharper by saying the “modern look” becomes mandatory for model-driven apps in April 2026. The company also said its 2026 release wave 1 runs from April through September and includes hundreds of new features across Power Apps, Power Pages, Power Automate, Copilot Studio, Dataverse and governance and admin tools. This is not a single Copilot add-on. It is a broad product redesign that folds AI into the application layer, the admin layer and the governance layer at the same time.

monday.com is not sitting still. The company said more than 250,000 customers worldwide use its platform. In fiscal 2025, revenue grew 27% and non-GAAP operating margin reached 14%, while fourth-quarter revenue hit $333.9 million. Customers with more than $50,000 in ARR represented 41% of total ARR at the end of 2025, and monday vibe became the fastest product in the company’s history to pass $1 million in ARR. On March 23, monday.com also launched Agentalent.ai through monday agent labs, positioning it as a managed marketplace where enterprises can discover, evaluate and hire AI agents for defined business roles.

The company already has a Microsoft angle of its own. In December, monday.com said its Microsoft 365 Copilot integration would let users create, update and analyze work inside Teams, Outlook, Word and PowerPoint while respecting permissions across both systems. That helps, but Microsoft’s latest move raises the stakes. When Microsoft can promise AI that understands business context, permissions and process knowledge inside its own ecosystem, monday.com has to prove that its value is more than an interface. It has to stay the system that teams choose when the workflow itself is the product.