REPORT: 2025 Annual ProcureCon Chief Procurement Officer (CPO) Report

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.

Seamless Microsoft Integrations

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.

Icertis for Microsoft Dynamics 365

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

Learn how to leverage Icertis integrations across your Microsoft investments at Microsoft AppSource

Next Steps

Explore Icertis Contract Intelligence

Icertis Contract Intelligence

Standardize, streamline, and automate every contract – everywhere

Transforming contracts into structured, connected, and on-demand data is just the beginning. Discover the power of intelligent contract creation, automation, and insights to realize the full intent and maximize the value of every contract, clause, and obligation across the enterprise.

Explore Icertis Contract Intelligence

Icertis Copilots

Accelerate your business with generative AI. Safely.

Icertis Copilots deliver a step-change in contract efficiency and insights by responsibly harnessing the transformational power of generative AI to turn commercial agreements into interactive assets to drive your business forward. ​

Explore Icertis Copilots

Realize

Boost critical business performance

Enhance performance in critical business areas with a flexible array of specialized business applications ready to be combined with the platform.

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