What Is Inside the Microsoft 365 AI Integration
Adding AI to a tenant already in daily use has to respect what is already configured. Here is how the connection is built, how permissions are honoured, and how each app gets its capability.
From your tenant to an ERP-connected workspace
Built on Microsoft's own supported access layer
The integration reads and writes through Microsoft Graph, the same official API Microsoft 365 apps expose for legitimate third-party access. This keeps the integration stable across Microsoft's own updates, rather than depending on a fragile workaround.
- Access through Microsoft's official Graph API.
- Stable across Microsoft's own platform updates.
- No unsupported workarounds into your tenant.
It sees only what the connected account already can
The integration operates under your existing Microsoft 365 permission model, so it never gains broader access than the account it runs under already has. Your IT team retains full control over what is granted and can revoke it the same way as any other app.
- Runs under your existing tenant permission model.
- Access scoped to what is explicitly granted.
- Revocable the same way as any other connected app.
Each app gets the capability that fits how it is used
Outlook gets email extraction, Excel gets live data connections, Teams gets in-chat lookups, SharePoint gets document search. Each capability is built for how that specific app is actually used in your business, not a one-size-fits-all bolt-on.
- Capability matched to each app's actual usage pattern.
- Built and tested app by app, not all at once.
- Extended to additional apps once the first is proven.
Everything the Microsoft 365 integration includes
Outlook add-in
Email extraction and drafting available directly inside the Outlook interface.
Excel data connector
Live ERP data available as a refreshable connection inside your existing workbooks.
Teams bot
A bot inside Teams that answers business questions from your connected ERP data.
SharePoint search
Grounded answers from your SharePoint document libraries, with sources shown.
Approval workflows
ERP approvals routed into Teams or Outlook, actionable without switching apps.
Model-agnostic build
Built so the underlying AI approach can be upgraded without touching Microsoft connections.
See What Your Microsoft 365 Tenant Could Do
Book a free consultation. Tell us your tenant setup and ERP, and we will scope the first app worth connecting.
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