Microsoft 365 AI Integration

The Apps You Already Use All Day, Connected to Your ERP

Outlook, Excel, Teams and SharePoint already hold most of your operational data, in emails, spreadsheets and documents that never make it into the ERP without someone retyping them. This integration connects those apps to your ERP directly and adds AI inside them: extracting order details from an email, drafting a report from live ERP data in Excel, flagging what needs a person.

50+ ERP and software projects. Zero failed projects since 2021.

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Microsoft 365, Extended

Illustrative

OutlookAI

Extracts order details from customer emails

ExcelAI

Pulls live ERP figures into your report template

TeamsAI

Answers a stock question from ERP data

SharePointAI

Finds the right policy from a plain question

Figures are illustrative

Same

Apps your team already uses

Connected

Directly to your ERP

5-7 wk

To a first working integration

App to start, more to follow

Why It Matters

The data is already in your inbox, it just never leaves it

Most operational information passes through Outlook and Excel long before, or instead of, ever reaching the ERP.

Email Becomes Data

Stop retyping what a customer already emailed you

An order confirmation, a change request or a query about a delivery date usually arrives as an email and gets manually re-typed into the ERP, if it gets there at all. AI reads the email, extracts the relevant details, and either posts them or drafts a reply, with anything unclear flagged.

Order and request details extracted from email text.
Extracted data posted directly into your ERP.
Unclear cases flagged for a person, not guessed at.

An email inbox being processed for business data

Live Data in Excel

The report template stays, the manual pull does not

Your team already has report templates in Excel they trust. Instead of exporting from the ERP and pasting values in, the same template pulls live ERP data directly, so the report is always current and the format never has to change.

Existing Excel templates connected to live ERP data.
No manual export and paste required.
Reports current at the moment they are opened.

A spreadsheet connected to live business data

The Coverage

What each app gains once it is connected

The same interface your team knows, with a capability that reads from and writes to your ERP.

Finance Team, Microsoft 365

Illustrative

OutlookAI

Flags an invoice dispute email to the right person

ExcelAI

Refreshes the cash flow model from ERP ledger data

TeamsAI

Routes an approval request with the ERP record attached

SharePointAI

Answers a policy question with the source document shown

Figures are illustrative

How It Works

From a standalone app to one connected to your ERP

Pick the starting app

We identify which app, usually Outlook or Excel, has the clearest gap to close first.

Connect through Microsoft Graph

We build the connection using Microsoft's supported APIs, under your tenant's permissions.

Connect to your ERP

We link the same integration into your ERP's API or database for read and write access.

Add the AI capability

We build the extraction, drafting or lookup capability specific to the app and task.

Test and roll out

We test with real emails and documents, then extend to more apps once it is proven.

What It Handles

What a Microsoft 365 integration typically covers

We start with the app where your team loses the most time to manual data entry.

📧

Email data extraction

Order, request and complaint details pulled from Outlook emails into your ERP.

📊

Live Excel reporting

Existing report templates connected to live ERP figures, refreshed on demand.

💬

Teams-based lookups

Business questions answered inside Teams, pulled from your ERP in real time.

📁

SharePoint document answers

Policy and procedure documents searched and answered from a plain question.

✅

Approval routing

ERP approval requests routed into Teams with the record attached for a quick decision.

🔄

Document drafting

Draft quotes, letters or reports generated from ERP data directly in Word or Excel.

What Changes

What connecting Microsoft 365 to your ERP changes

Fewer

Manual data pulls from ERP

Current

Reports, not stale exports

Faster

Email-to-order turnaround

New app for your team to learn

Answered

Questions inside Teams directly

Consistent

Data across email and ERP

Why Us

Why teams choose TCB Infotech for Microsoft 365 integration

We know the ERP side too

We build ERP systems, so the connection to your ERP is correct, not just the Microsoft side.

Works inside your existing apps

No new software to adopt, the capability lives inside Outlook, Excel and Teams.

Respects your permissions

The integration only sees what your tenant's existing access controls already allow.

Starts with one app

We prove the value on one app before proposing to extend it further.

Model-agnostic build

We choose the approach that fits your data and hosting rules, with no lock-in.

Proven delivery

50+ projects across industries, with zero failed projects since 2021.

FAQ

Microsoft 365 AI integration questions

What does Microsoft 365 AI integration actually do?

It connects the Microsoft 365 apps your team already uses, such as Outlook, Excel, Teams and SharePoint, to your ERP, and adds AI capability inside them, such as extracting order details from an email or drafting a report from ERP data directly in Excel.

Do we need Microsoft's own AI features enabled?

No, this is built independently of any specific Microsoft AI feature. The integration uses Microsoft's Graph API and standard connectors to read and write data, and the AI layer is model-agnostic, so it does not depend on one vendor's assistant being available.

Which Microsoft 365 apps can be connected?

Outlook, Excel, Teams, SharePoint and OneDrive are the most common starting points, each connected through Microsoft's supported APIs. We assess your specific tenant setup before proposing what is realistic.

Can it read and act on emails automatically?

Yes, with your approval. It can classify incoming emails, extract order or request details, and either draft a response or post the extracted data into your ERP, with anything uncertain flagged for a person.

Is our email and document data kept secure?

The integration runs under your organisation's existing Microsoft 365 permissions and access controls, so it can only see what the connected account is already authorised to access.

How long does a first integration take?

A first integration covering one app, such as Outlook or Excel, usually takes five to seven weeks, depending on your tenant configuration and the ERP connection involved.

In Short

The tools your team already trusts, doing more of the work

Outlook and Excel are not the problem, they are where a huge amount of real business data already lives, just disconnected from the ERP that is supposed to be the system of record.

Connecting them properly, with AI handling the extraction and drafting, closes that gap without asking anyone to learn a new tool or change how they work day to day.

Connect Your Microsoft 365 Apps to Your ERP

Book a free consultation. Tell us which app costs your team the most manual data entry, and we will scope the fix.

Book a Free Consultation →

No commitment. A practical look at your Microsoft 365 setup.