The Complete Picture Inside Copilot.
CRM has deals. Outlook has context. Your rep copy-pastes. GPTfy runs AI inside Salesforce and delivers the complete picture to Copilot.
- ✓85% less context switching
- ✓Go live in days from AppSource
- ✓Three-tier customer-controlled architecture
app toggles per day for the average knowledge worker, costing 4 hours per week in lost productivity (Harvard Business Review, 2022)
Your Account Is Split in Two. Your Rep Is the Duct Tape.
Incomplete: Neither System Tells the Whole Story
Neither system tells the whole story. GPTfy delivers live Salesforce data to Copilot. Watch the Excel demo.
Stale: By the Time It's Assembled, It's Wrong
GPTfy uses live CRM data, not last week's export. See real-time document generation in action.
The Workarounds Are Worse
Sales Copilot Shows Data. It Won't Build Your Deck.
GPTfy generates Word proposals, Excel forecasts, and PowerPoint QBRs from live Salesforce data.
Generic Connectors Dump Raw Data. Copilot Can't Fill the Gaps.
GPTfy runs AI inside Salesforce with full org context, then delivers to Copilot. Not a data dump. Watch the document demo.
Three-Tier Customer-Controlled Architecture
Your Intern Shouldn't See Your VP's Pipeline. With GPTfy, They Can't.
Your M365 tenant, your Salesforce org, your AI provider. Field-level security enforced per user. No GPTfy infrastructure touches your data.
PII Is Masked Before Reaching AI Models
Data masking protects PII/PHI. Complete audit trails. GDPR, HIPAA, SOX, FINRA, CCPA compliant.
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
85% Less Context Switching
AI runs inside Salesforce and delivers the complete picture to Copilot. Your reps never leave Microsoft 365. Live data, not last week's export.
60% Faster Document Creation
The 3-hour deck becomes a 5-minute prompt. Generate Word proposals, Excel forecasts, and PowerPoint QBRs from real-time CRM data through Copilot.
Three-Tier Customer-Controlled Architecture
Your M365 tenant, your Salesforce org, your AI provider. PII is masked before reaching AI models. No GPTfy infrastructure touches your data.
Key Takeaways
- Three-tier customer-controlled architecture: your M365 tenant, your Salesforce org, your AI provider
- Single Copilot agent install delivers live Salesforce data across Word, Excel, PowerPoint, Teams, and Outlook
- PII is masked by the Security Layer before reaching any AI model — raw data stays in Salesforce
- Microsoft Entra ID pass-through authentication enforces per-user Salesforce profiles and sharing rules
- BYOM architecture supports OpenAI, Azure OpenAI, Google Gemini, Claude, and other providers
- Deploy in days from Microsoft AppSource with no Dataverse or Power Platform setup required
Frequently Asked Questions
Days, not months. Install from Microsoft AppSource, authenticate your M365 tenant, and Salesforce permissions apply automatically. No Dataverse or Power Platform setup needed.
Three-tier customer-controlled architecture: your M365 tenant, your Salesforce org, your AI provider. Every Copilot query respects the user's profile, sharing rules, and field-level security via Microsoft Entra ID pass-through authentication. No service accounts. No GPTfy infrastructure touches your data.
Word, Excel, PowerPoint, Teams, and Outlook. The GPTfy Copilot agent works across all five apps from a single install.
Yes. GPTfy supports bring-your-own-model architecture. Connect OpenAI, Azure OpenAI, Google Gemini, Claude, or any supported provider.
All three tiers stay within your security perimeter: your M365 tenant, your Salesforce org, your AI provider. No GPTfy servers, no external caching. PII is masked before reaching AI models. Raw data stays in Salesforce - only masked data reaches your AI provider.
Yes. GPTfy uses Salesforce profiles and permission sets to control which prompts and data each user can access through Copilot. Sales teams see pipeline and opportunity data, service teams see cases and knowledge articles, and managers see dashboards and forecasts. All access respects your existing Salesforce sharing rules and field-level security.
See It Run on Your Data
Live Salesforce data in Word, Excel, PowerPoint, Teams, and Outlook. 30 minutes. No slide deck.
Explore More Microsoft Solutions
Teams + Salesforce Integration
Surface Salesforce data in Teams channels for the whole org.
Word Integration
Build proposals and contracts in Word from live Salesforce data.
Excel Integration
Generate pipeline forecasts and reports from live Salesforce data.
PowerPoint Integration
Create QBR decks and executive presentations from live Salesforce data.
Outlook Email Sync
Capture every email and calendar event into Salesforce automatically.
Gmail & Outlook Plugin
AI sidebar for Gmail and Outlook with one-click Salesforce logging.
Demo: Copilot in Excel
Watch Salesforce data flow into Excel through Copilot
Demo: Copilot Documents
Watch real-time document generation with Salesforce data