Salesforce Intelligence. Inside Microsoft Teams.
Query CRM data, share AI insights, and search Knowledge articles without leaving Teams. Non-Salesforce users get full access through natural language.
- ✓Microsoft AppSource Certified
- ✓$5/user/month for entire Office suite
- ✓No context switching between applications
apps the average US employee switches between, 30 times per day (Asana Anatomy of Work, 2021)
The Problem: Half Your Team Cannot Access Salesforce Data
Marketing, Finance, and Execs Lack Salesforce Licenses
GPTfy's Copilot agent surfaces Salesforce insights in Teams. No license needed. Watch the document demo.
Deal Discussions Happen in Teams, but Data Lives in Salesforce
Query live Salesforce data using natural language inside Teams. See Excel integration and follow-up automation.
Support Teams, Answer Customer Questions Faster
Access Knowledge Base with AI Precision
Chat with the GPTfy bot for instant answers from support docs. Watch the Copilot demo.
Build on Your Existing AI Investments
Use your RAG infrastructure and bring-your-own-model through Copilot in Teams.
Business Leaders, Maximize Your Tech Stack ROI
Unite Collaboration and CRM
Bring Salesforce data where work happens through Microsoft Copilot. See the Excel demo.
Scale Knowledge Sharing Effortlessly
Access CRM intelligence without Salesforce licenses. Watch automated follow-ups from Teams.
Complete Microsoft Office Suite Access
Your $5/user/month investment includes our Microsoft Copilot agent across Excel, PowerPoint, Word, Outlook, and Teams.
Why Leading Organizations Choose GPTfy
Access CRM Without Licenses
Share AI-generated Salesforce insights with team members who don't have Salesforce access. Break down information silos through Microsoft Copilot.
Instant AI Answers
Chat directly with the GPTfy bot in Teams to get instant, accurate answers from your Salesforce data and support documentation.
100% Microsoft Certified
Deploy confidently with Microsoft AppSource certification and enterprise security standards built into our Copilot agent.
Key Takeaways
- Microsoft AppSource-certified Copilot agent surfaces live Salesforce data in Teams without Salesforce licenses
- Non-Salesforce users query CRM data using natural language through the GPTfy bot in Teams channels
- Security Layer masks PII before data reaches any AI model; Named Credentials authenticate every request
- RAG pipeline enables knowledge article search directly from Teams conversations via Copilot
- BYOM architecture lets you connect your own AI provider while Salesforce sharing rules stay enforced
Frequently Asked Questions
GPTfy provides seamless Salesforce data access within Microsoft Teams through our secured Microsoft Copilot agent, available from Microsoft AppSource. Access customer information, share insights, and collaborate without switching between applications.
Yes! One of the key benefits is that team members without Salesforce licenses can access AI-generated insights shared through Teams. This breaks down information silos and enables broader collaboration.
Yes, our integration is secured because it's a Microsoft-approved Copilot agent with direct certification from Microsoft AppSource. Your data stays within the Microsoft-Salesforce ecosystem with enterprise-grade security and complete audit trails.
Implementation typically takes hours, not weeks. Organization administrators can deploy our Microsoft Copilot agent directly from AppSource through guided setup with your existing Microsoft authentication.
GPTfy's Security Layer masks PII fields before any Salesforce data reaches the AI model. Named Credentials authenticate every request against your Salesforce org, and field-level security from your profiles and permission sets is enforced on every query. Complete audit trails are logged in AI_Response__c records for compliance review.
The GPTfy Copilot agent supports any standard or custom Salesforce object including Accounts, Opportunities, Cases, Contacts, Knowledge Articles, and child records. Prompt Builder resolves the correct objects and fields from natural language queries. Access to each object is governed by the user's Salesforce profile and sharing rules.
Ready to Accelerate Your Team Collaboration?
Book a 30-minute demo and we'll show you how to access Salesforce data directly in Microsoft Teams.
Explore More Microsoft Solutions
All Microsoft Solutions
GPTfy's full suite of Microsoft integrations: Word, Excel, PowerPoint, Copilot.
Microsoft Copilot Integration
Deliver complete Salesforce context inside Copilot across all M365 apps.
Excel Integration
Generate pipeline forecasts and reports from live Salesforce data.
PowerPoint Integration
Create QBR decks and presentations from live Salesforce data.
Outlook Email Sync
Capture every Outlook email and calendar event into Salesforce automatically.
Demo: Copilot Documents
Watch real-time document generation with Salesforce data