Icertis Experiences for Microsoft

With Experiences for Microsoft users, you can create, view, approve and collaborate on contracts within the applications you use every day to accelerate contract flow and move your business forward.

  • Microsoft Office 365
  • Microsoft Dynamics 365
  • Microsoft Teams
Office 365 Logo Color

Icertis Experience for Microsoft Office 365

Optimize contract productivity and user experience with deep Microsoft Office integration. With the ICI Experience for Office 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 Experience for Microsoft Dynamics

ICI Experiences for Microsoft Dynamics delivers these powerful features:

  • Create contracts with a single click.
  • Manage contract authoring, workflow, milestones and approvals—without leaving the Dynamics application.
  • Translate commercial terms into contractual data that’s easy to search and measure.
  • Eliminate errors and duplication.
Microsoft Dynamics 365 logo
Microsoft teams logo

Icertis Experience for Microsoft Teams

ICI Experiences for Microsoft Teams provides the ability to manage contracts and access the ICI platform within the worlds’ fastest growing collaboration tool to:

  • Gain visibility into contract actions and exceptions with automatic Teams notifications and alerts.
  • Leverage conversation agents to perform contract management tasks.
  • Use rich cards to inject contractual data into comments and notes.
  • Guide users to perform a variety of contract management tasks, using BOT input menus.

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