Your data lives in two places. Your people shouldn't. Get live Salesforce data in Copilot, Teams, Excel, PowerPoint, Word, and Outlook — no exports, no manual sync, no context switching.
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Forecast pipeline and build reports in Excel with live Salesforce data. GPTfy eliminates manual exports and keeps spreadsheets in sync with your CRM.
GPTfy runs AI inside Salesforce and delivers the complete picture to Copilot. Live CRM data in Outlook, Word, Excel, PowerPoint, and Teams through a single Copilot agent.
Access Salesforce AI directly inside Teams channels and chats. Query CRM data, share AI-generated insights, and collaborate on deals without switching apps.
Server-side email sync captures every Outlook email, calendar event, and task into Salesforce automatically.
Generate QBR decks, account reviews, and presentations from live Salesforce data. The 3-hour deck becomes a 5-minute prompt.
Draft proposals, SOWs, and account plans in Word using live Salesforce records. GPTfy generates documents with real CRM context, not stale templates.
GPTfy runs AI inside your Salesforce org and delivers results to Microsoft 365 apps through a three-tier customer-controlled architecture: your M365 tenant, your Salesforce org, your AI provider. No GPTfy infrastructure touches your data. Install from Microsoft AppSource and authenticate with Microsoft Entra ID.
GPTfy works across Microsoft Copilot, Teams, Excel, PowerPoint, and Word. The Copilot agent provides a single interface that spans all five apps. Teams integration enables real-time CRM collaboration. Excel, PowerPoint, and Word integrations generate documents and reports from live Salesforce data.
Every Microsoft 365 query respects the user's Salesforce profile, sharing rules, and field-level security via Microsoft Entra ID pass-through authentication. No service accounts. PII is masked before reaching AI models. Complete Security Audit Record for every AI interaction.
Days, not months. Install from Microsoft AppSource, authenticate your M365 tenant, and Salesforce permissions apply automatically. No Dataverse or Power Platform setup needed. All five Microsoft 365 integrations are available from a single install.
Yes. GPTfy supports bring-your-own-model architecture. Connect OpenAI, Azure OpenAI, Google Gemini, Claude, or any API-compatible provider. You choose the model and the region for data residency.
No. GPTfy connects Microsoft 365 directly to Salesforce without Dataverse, Power Platform, or middleware. Install from Microsoft AppSource, authenticate with Entra ID, and Salesforce permissions apply automatically. This eliminates the data duplication and sync issues that come with platform-level connectors.
No. GPTfy connects Microsoft 365 directly to Salesforce without Dataverse, Power Platform, or any middleware. The three-tier architecture (M365 tenant. Salesforce org. AI provider) requires no additional Microsoft infrastructure beyond your existing M365 licenses.
GPTfy's Microsoft 365 integrations work across all Salesforce Clouds. Sales Cloud, Service Cloud, Health Cloud, Financial Services Cloud, and any custom Salesforce implementation. Salesforce sharing rules and field-level security are enforced regardless of which Cloud the data comes from.
Salesforce AI inside Microsoft Copilot; live CRM data in Outlook, Teams, Excel, and Word.
Real-time Salesforce data and AI insights inside Microsoft Teams channels and chats.
Live pipeline forecasting in Excel with Salesforce data, no manual exports.
Enterprise-grade PII masking, audit trails, and Entra ID pass-through for every AI interaction.
GPTfy's technology and consulting partner ecosystem across government, financial services, and legal.