Integration

Pilot + Microsoft 365: your Microsoft suite with a cross-tool AI layer

Connect Microsoft 365 (Outlook + Teams + Dynamics) to Pilot with a single enterprise OAuth flow. The AI operates your inbox, calendar, and Dynamics CRM as one digital team, without leaving the Microsoft ecosystem.

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What Microsoft 365 does with Pilot

Pilot is an AI-driven, end-to-end business system, fully turnkey: communication, scheduling, CRM, sales, and operations are all included, with native email and calendar. If you also use Microsoft 365, Pilot connects Outlook, Teams, and Dynamics and orchestrates them with AI, without asking you to migrate your Microsoft suite.

Microsoft 365 leads in formal enterprise organizations; it remains the standard suite in sectors like finance, healthcare, manufacturing, and corporate professional services. Outlook for email, Teams for collaboration and video calls, Dynamics for CRM and ERP, all under a single Azure AD identity. It's a mature, deep suite, and also one where the components operate in parallel without a unifying layer that operates on top.

Pilot integrates with Microsoft 365 as a bundle: Outlook and Dynamics 365 are implemented natively with official OAuth (Microsoft Identity Platform), and Microsoft Teams is a partial integration (compatible, meeting links are pasted and Pilot processes them, but without a native conversational channel yet). The deep native Teams integration (replying to messages from Pilot, an AI agent in channels) is on the roadmap. The current scope: the AI operates Outlook (drafting, classification, follow-ups, scheduling), syncs Dynamics 365 both ways (opportunities, accounts, contacts, activities), and reads Teams links pasted into conversations to extract agendas and minutes.

For IT administrators: the app can be approved at the tenant level in Azure AD (admin consent) in 2-5 minutes, without each employee having to authorize individually. The scopes are auditable, and logs are recorded in Microsoft Purview / Azure AD.

What you can do

Bundle connection to Outlook, Dynamics 365, and Microsoft Teams with a single enterprise OAuth flow.
Native Outlook: the AI reads, classifies, drafts replies, schedules follow-ups, and links to the CRM.
Native Dynamics 365: two-way sync of Opportunities, Accounts, Contacts, Activities, and Notes.
Partial Microsoft Teams: the AI processes pasted meeting links (with minutes/agendas); native conversational channel on the roadmap.
Outlook calendar: two-way sync with public booking and scheduling from WhatsApp.
Tenant-level approval by an IT administrator in Azure AD; no individual authorization required.
Compatible with Microsoft 365 Business Basic, Standard, Premium, and Enterprise E3/E5.
Audit logs accessible from Microsoft Purview / Azure AD.
Compatible with Conditional Access and Data Loss Prevention policies configured in the tenant.

Pilot modules that connect

Email

A unified inbox with AI that prioritizes, summarizes, and drafts.

Email marketing

Mass campaigns that write and segment themselves.

Calendar

A calendar that understands your logic and blocks real time.

Meetings

Every minute leaves actionable agreements behind.

CRM

Customers

One contact database, no duplicates, enriched by AI.

Connect Outlook and Dynamics separately, or use the bundle?

You can connect Outlook and Dynamics separately from their dedicated pages if you only need one of the two. The difference with the Microsoft 365 bundle: a single OAuth flow and admin consent in one operation; a consolidated customer view with email, Dynamics activities, calendar, and meetings in one timeline. For companies with a formal IT administrator, the bundle is clearly the more efficient path.

Compared with Microsoft Copilot for 365 or Copilot for Sales (Microsoft's native AI layer): Copilot operates inside the Microsoft ecosystem. Pilot operates cross-tool. Beyond M365, it connects WhatsApp Business, ecommerce, other CRMs, external transcriptions, and messaging channels. When a customer starts on WhatsApp and continues in Outlook, Pilot sees the full thread; Copilot doesn't, it lives isolated within Microsoft.

The deep native Teams integration is on the roadmap. In the meantime, Teams meeting links are processed correctly (minutes, agendas, transcriptions when available), but the native conversational channel (an AI agent replying in Teams channels) isn't available yet.

Use cases where this integration shines

Teams that connect this tool with Pilot usually start with these scenarios.

Industries where this integration is most popular

Sectors with the highest combined adoption of this tool and Pilot.

How to connect it

In the Azure Active Directory Admin Center, an IT administrator enables the Pilot app via 'Enterprise Applications' (takes 2-5 minutes).
The administrator grants tenant-level admin consent for the Microsoft Graph + Dynamics 365 scopes.
Define which groups or organizational units can use the integration (Conditional Access applies if configured).
In Pilot, go to Settings > Integrations > Microsoft 365.
Pilot opens the bundle OAuth flow; a single step authorizes Outlook, Dynamics, and Teams together.
Each employee opens their Pilot and the connection is already in place (thanks to the prior admin consent).
Configure organization-level rules (which folders the AI processes, which Dynamics entities to sync).

Frequently asked questions

Is Teams fully implemented?

Teams is partial. The deep native integration (an AI agent in Teams channels, automatic replies in Teams messages, notifications from Pilot to specific channels) is on the roadmap. Today: Pilot processes Teams meeting links correctly and can read minutes/agendas when available. If your case requires Teams as a conversational channel, contact us for an estimated date.

Does it work with Microsoft 365 Business Basic, or do I need Enterprise?

It works from Business Basic. Specific limitations: Dynamics 365 isn't included in Business; you need a separate Dynamics license. Teams is included in all Business plans. Native Outlook works on any plan.

Do I need administrator approval?

For enterprise tenants with formal policies, yes; admin consent in Azure AD is recommended for your IT team. For tenants where user consent is enabled, each employee can authorize individually. Pilot works either way.

Is it compatible with Conditional Access and DLP?

Yes. Pilot respects the Conditional Access policies you have configured in Azure AD (mandatory MFA, IP restrictions, managed devices). Logs are recorded in Microsoft Purview and are auditable. Data travels encrypted over TLS and is not used to train models.

Does it work with Microsoft 365 Government or GCC High?

Government Commercial (GCC), yes, with the same functionality. GCC High and DoD (with strict FedRAMP High / DoD IL5 compliance): contact us to validate; it depends on the level of compliance your organization requires.

Connect Microsoft 365 to Pilot in 20 minutes

Book a 30-minute demo. We'll show you the OAuth setup with admin consent in Azure AD, tenant-wide activation, and the first results of the AI operating Outlook + Dynamics with a test tenant.