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GPTfy - Salesforce Native AI Platform

Salesforce AI for Office & M365

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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Excel

Forecast pipeline and build reports in Excel with live Salesforce data. GPTfy eliminates manual exports and keeps spreadsheets in sync with your CRM.

  • 70% reduction in manual report generation
  • Live pipeline data - not last week's export
  • Field-level security enforced per user
Explore Excel Integration

Microsoft Copilot

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.

  • 85% less context switching between Salesforce and Microsoft 365
  • Three-tier customer-controlled architecture
  • Go live in days from Microsoft AppSource
Explore Copilot Integration

Microsoft Teams

Access Salesforce AI directly inside Teams channels and chats. Query CRM data, share AI-generated insights, and collaborate on deals without switching apps.

  • Real-time Salesforce data in Teams conversations
  • AI-powered deal and case collaboration
  • Enterprise-grade security with Entra ID pass-through
Explore Teams Integration

Outlook Email Sync

Server-side email sync captures every Outlook email, calendar event, and task into Salesforce automatically.

  • Server-side sync via Microsoft Graph API
  • AI matching to Accounts and Opportunities
  • Auto contact enrichment from signatures
Explore Outlook Sync

PowerPoint

Generate QBR decks, account reviews, and presentations from live Salesforce data. The 3-hour deck becomes a 5-minute prompt.

  • 80% less manual presentation work
  • Real-time CRM data in every slide
  • PII masked before reaching AI models
Explore PowerPoint Integration

Word

Draft proposals, SOWs, and account plans in Word using live Salesforce records. GPTfy generates documents with real CRM context, not stale templates.

  • 75% less manual document creation
  • Documents generated from live CRM data
  • Salesforce sharing rules enforced in every request
Explore Word Integration

Key Takeaways

  • GPTfy connects Microsoft 365 directly to Salesforce through a three-tier customer-controlled architecture; your M365 tenant, your Salesforce org, your AI provider.
  • Live Salesforce data surfaces in Copilot, Teams, Excel, PowerPoint, Word, and Outlook without exports, data duplication, or middleware platforms.
  • Every Microsoft 365 query respects the user's Salesforce profile, sharing rules, and field-level security via Microsoft Entra ID pass-through authentication.
  • Install from Microsoft AppSource in days, no Dataverse, no Power Platform, no months of middleware configuration required.
  • GPTfy is listed on Microsoft AppSource and has 4 AppExchange Security Reviewed listings on the Salesforce AppExchange.

Frequently Asked Questions

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.

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