Integrate IT service management directly into Microsoft 365 to reduce context-switching and simplify support for your entire organization. Employees can now manage assets and request hardware within their daily workflow using Microsoft Copilot and integrated Office apps. Security and access are seamless through Single Sign-On and automated user synchronization with Microsoft Entra ID.
- Accelerate Microsoft Teams Setup with Automated Configuration
Accelerate your Microsoft Teams integration with automated setup steps that reduce manual effort and configuration errors. Streamline key steps by automatically configuring Cross-Origin Resource Sharing (CORS) settings, allowlisting required endpoints, and providing OAuth support for secure authentication. Make the setup experience faster and more consistent for admins and reduce the typical overhead of complex manual networking tasks. - Track Assets in Microsoft Teams
Employees can track and manage their assigned hardware from within the Microsoft Teams app. By providing employees with a clear view of their assigned devices alongside direct links to request assistance, you make sure that IT teams receive accurate, asset-specific data for every support ticket. Employees can now access their asset details and report issues in one place, reducing the need to navigate multiple tools. - Authenticate Microsoft Teams Users with Single Sign-On
Access Agentforce IT Service within Microsoft Teams by using existing Microsoft credentials to provide a secure, unified authentication experience. The single sign-on experience eliminates the need for multiple login prompts and reduces password fatigue for your employees. Employees stay productive within their primary collaboration tool without facing repetitive barriers to access, while you can securely connect your identity provider to your Salesforce environment. - Automate User Synchronization with Microsoft Entra ID
Automate user lifecycles by synchronizing creations, updates, and deletions from Microsoft Entra ID to Salesforce to keep employee users consistent across platforms. Use this native synchronization to maintain a single source of truth, reflecting changes in real time without the need for additional flow connector licenses. By eliminating third-party connectors, you reduce architectural complexity and licensing costs while guaranteeing that employee access is automatically revoked or updated during lifecycle transitions. Maintain data integrity for historical records and provide IT teams with reliable and updated access controls. - Access IT Support Directly within Microsoft 365
Manage IT issues in your daily workflow by using Agentforce IT Service records in Microsoft 365. Use Microsoft Copilot and integrated Office apps to find knowledge, manage tickets, and request catalog items through a unified conversational interface. This integration reduces context-switching and boosts self-service by bringing IT support into everyday productivity tools.