CRM integration with Microsoft Office connects customer relationship management (CRM) software with your Office apps like Outlook, Word, Excel, and Teams to streamline workflows, automate tasks, and centralize customer data. More importantly in 2026, CRM includes Sales Copilot to automate your sales and marketing requirements!

Agenda

1. Integration with the key office products:

a. Outlook

b. SharePoint (document automation)

c. Teams

d. Copilot

2. Save lots of time with Copilot Agents in CRM, what is new in fall 2026

3. Centralized Customer Data: Emails, contacts, and calendar events from Outlook can be automatically linked to CRM records, ensuring all interactions are tracked in one place