Icertis Integrations for Microsoft

Experience enterprise-wide contract lifecycle management with seamless integrations of Icertis with the Microsoft Cloud. You can now revolutionize ways to create, monitor and manage contracts by merging Icertis contract intelligence with the familiar and robust Microsoft ecosystem of solutions. Rely on Azure AI and Icertis Copilots to craft, negotiate, and analyze contracts with Microsoft Teams, Microsoft Dynamics 365 and the entire Microsoft 365 suite.

Leverage Contract Intelligence from within Microsoft products

With Icertis for Microsoft, users can create, view, approve and collaborate on contracts by leveraging the solutions that they use every day.

Achieve complete digital transformation by linking contract management across enterprise systems

Single-click contract creation

Start building contracts in Dynamics 365 straight from opportunities using the most up-to-date client information 

Automated contract building and review

Select from a library of contract templates that include accurate and legally approved language and easily send contracts for review from within Dynamics 365

Managing approvals is simple

Oversee the internal contract workflow, review products and prices, and then send contracts to the client for a digital signature

AI-driven insights

Get AI-driven insights about your contracting process and search the entire contract library for specific language, such as standard exceptions, clauses, and more.

Icertis for Microsoft 365

Optimize contract productivity and user experience with deep Microsoft Office integration. With the Icertis for Microsoft 365, you can:

• Work in Microsoft Word to set up templates and draft and review agreements, with full access to the clause library and all data synced to the system.
• Leverage the Microsoft Excel Add-In for bulk updates and actions on agreements and associated documents. Integration with Outlook enables automated intake of emails and attachments.
• Seamlessly route contracts to desktops and mobile devices via email with Outlook integration.

Icertis for Microsoft Dynamics 365

Solve challenges that have wide-ranging impact across the enterprise with Icertis for Microsoft Dynamics 365 Sales and Supply Chain Management (SCM).

• Achieve a robust and flexible AI powered contract intelligence solution that reduces human errors and inefficiencies.
• Ensure that the intent of every business relationship is correctly captured in your contracts, then fully realized in practice.
• Analyze risks in buy-side contracts, with pre-configured risk categories of operational, financial and regulatory using Icertis Risk Assessment Copilot