Connect Microsoft 365 Copilot to Salesforce
What Microsoft 365 Copilot and Salesforce document about their connection: what it does, what it takes to turn it on, what it costs and the data that passes from one to the other. Each fact with its source at the vendor and its date.
What the connection does
- What it does. The Salesforce CRM integration of Microsoft 365 Copilot brings Salesforce data into Microsoft 365: Copilot, Copilot Search and Microsoft Search can surface CRM records in apps such as Teams, Outlook and SharePoint (according to Microsoft's documentation, read on 10/16/2026).
- The direction. From Salesforce to Microsoft 365 Copilot.
- The mode. Through an integration offered by the vendor.
What it takes to turn it on
- The editions or licenses required. The tenant must have Microsoft 365 licenses; the surfaces available to users (Microsoft Search, Microsoft 365 Copilot grounding, Copilot Chat agents) and the types of integrations that can be deployed depend on the organization's licensing (according to Microsoft's documentation, read on 10/16/2026).
- What it costs on top, or how it is billed. Indexing the data of a synced integration incurs no extra cost for tenants with Microsoft 365 licenses (according to Microsoft's documentation, read on 10/16/2026).
- Who turns it on. In the Microsoft 365 admin center, setup goes through the Copilot menu (according to Microsoft's documentation, read on 10/16/2026).
- The prerequisites. A Salesforce account with System Administrator privileges, API access enabled, permission to create and manage External Client Apps in Salesforce, and access to the Microsoft 365 admin center (according to Microsoft's documentation, read on 10/16/2026).
The data that flows
- What passes. The integration currently indexes the Salesforce Account, Contact, Opportunity, Lead, Case, Event, Task and Campaign objects (according to Microsoft's documentation, read on 10/16/2026).
- Whether the source tool's permissions are respected. By default ("only people with access to this data source"), the integration enforces Salesforce record ownership, sharing rules and role hierarchy: each user only sees the records they can access in Salesforce (according to Microsoft's documentation, read on 10/16/2026).
- Where the data is processed. For EU customers, Microsoft Copilot is an EU Data Boundary service; customers outside the EU may have their queries processed in the US, the EU or other regions (according to Microsoft's documentation, read on 10/16/2026).
- Training. Prompts, responses and data accessed through Microsoft Graph are not used to train foundation large language models, including those used by Microsoft Copilot (according to Microsoft's documentation, read on 10/16/2026).
- Retention. Administrators can use Microsoft Purview to set retention policies for the data related to chat interactions with Copilot (according to Microsoft's documentation, read on 10/16/2026).
With Ojja
Ojja tells you whether you already pay for both tools, whether the connection is turned on in your company, who uses it, and the usage before and after: it is the “Connect” lever of what your tools can already do.
What Ojja never does
- Ojja does not advise you to choose a vendor: it records what each one documents.
- Ojja does not say whether a use is permitted: it gives the facts, and the points to review with your counsel.
Ojja does not provide legal advice: it records and documents; how the law applies to your situation is for your counsel to determine.
Checked on 10/16/2026. When a vendor says nothing, the page says “not documented by the vendor”.