Systems and data map
We review your systems and processes, pick the places where people retype or read the most, and define which data the model may receive.
Microsoft 365 Copilot integrations
AI is most useful not in a separate window but in your systems: ERP, CRM, helpdesk, document management. We integrate Microsoft 365 Copilot into the tools you already use, with secure access and a clear picture of what the model sees.
Built for ISO 27001NIS2 DORA
- Accounting and ERP
- CRM
- Helpdesk
AI where people already work
- SAP Business One and other business systems
- API secure connections, least privilege
- Monitored integrations are maintained like systems
- Copilot Copilot Studio, Power Automate, Teams and SharePoint
An employee who copies data from a system into a chat window and back gains nothing but one more window. Integration means AI works inside the system: the accounting software suggests the entry itself, the CRM writes the summary after a call by itself, the helpdesk classifies the request by itself.
We integrate Microsoft 365 Copilot through Microsoft Graph connectors, Power Platform connectors (more than a thousand systems) and Dataverse. We define what data the model receives (only what is needed), where answers are stored and how errors are handled. Integrations are documented and maintained like any other system of yours, with monitoring and updates.
Use cases
The scenarios we implement most often with Microsoft 365 Copilot. Each one starts with a single process and is measured.
Accounting and ERP
Incoming invoices and documents are read, split into lines and proposed as accounting entries; the accountant approves with one click.
CRM
After a call or an email, the CRM receives a summary, next steps and an updated customer status by itself, so the sales rep does not fill in fields by hand.
Helpdesk
Each request is classified, given a priority and offered a reply from the knowledge base, directly in the ticketing system.
Document management
SharePoint or another document system tags documents on its own, extracts key terms and lets you search by meaning, not only by title.
Online store
Product descriptions, categories and translations are generated in your style straight from product data, and customer questions are answered with real stock levels.
Incoming emails are sorted, urgent ones are flagged and draft replies are prepared for standard ones. Copilot works inside the mailbox, not next to it.
How we implement it
From the first conversation to a working solution, with measurement and ongoing support.
Connector design
We design the integration: which fields are sent, where responses are stored, how errors are handled and who approves. We check the vendor's contract terms against your GDPR requirements.
Development
We build the integration with Microsoft Graph connectors, Power Platform connectors (more than a thousand systems) and Dataverse, test with historical data and measure accuracy.
Maintenance
We monitor the integration, update it when systems or models change, and review the results with you every quarter.
Frequently asked questions
Does the model see all our data?
No. It sees only the fields needed for the specific task, and only while the task is running. Data does not leave your Microsoft 365 tenant, your existing SharePoint and Entra ID permissions apply, and Copilot does not train models on your content.
Will the integration work with SAP Business One?
Yes. We connect SAP Business One and other common business systems through their APIs or databases; we also provide ERP hosting, so we know the environment well.
What happens if the vendor changes the model?
Integrations are built so the model can be swapped without redoing the system. We test any change on your historical cases before switching it on.
How much does it cost?
A Microsoft 365 Copilot licence is required for each user; agents use Copilot Studio capacity or pay-as-you-go billing. The integration price depends on the number of systems; we give a quote after the systems review.
Related services
Microsoft 365 Copilot assistants
An assistant that knows your policies, price lists and contracts, not the internet.
Process automation with Microsoft 365 Copilot
We automate what repeats: invoices, orders, reports, contract reviews.
Microsoft 365 Copilot agents
An agent is not a chat window but a coworker without hands: it receives a task, gathers data from your systems, takes action and reports back.
Expertise confirmed by certifications
This service is delivered by specialists with valid international certifications. Their expertise is confirmed by independent organisations, not by us.
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Artificial Intelligence Security Professional
AI systems are deployed with protection against data leakage and model abuse.
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Lead Cloud Security Manager
Cloud security is managed following ISO/IEC 27017 and 27018 practices.
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ISACA Advanced in AI Risk
AI risks are identified and managed like any other IT risk.
Get a quote for your integration
Tell us which process or system you want to improve with Microsoft 365 Copilot, and we will send a quote within 1 business day.
We reply within 1 business day