Microsoft 365 People is a powerful tool for managing contacts and contact folders within Microsoft 365 environments. With Relevance AI, you can elevate your contact management experience by leveraging AI Agents to automate processes and derive actionable insights.
Microsoft 365 People allows for efficient organization and management of contacts. Relevance AI amplifies this by enabling AI Agents to automate tasks and provide insights based on your contact data.
Organizational Intelligence Mastery
AI agent gains comprehensive understanding of company structure, relationships, and expertise networks for optimal task routing
Resource Allocation Precision
Agent leverages deep insight into skills and availability to optimize team composition and project staffing
Directory Intelligence Synthesis
Agent combines directory data with interaction patterns to create predictive collaboration recommendations
Relevance AI integrates seamlessly with Microsoft 365 People, enhancing your workflows with intelligent contact management.
What you’ll need
You don't need to be a developer to set up this integration. Follow this simple guide to get started:
- A Microsoft 365 account
- Access to Microsoft 365 People features
- Authorization (you'll connect securely using Microsoft authentication—no sensitive info stored manually)
Security & Reliability
The Microsoft 365 People integration utilizes secure OAuth authentication, ensuring that only authorized applications can manage your contacts within the Microsoft 365 environment. This integration allows developers to perform API operations (like creating, updating, and organizing contacts) seamlessly, without the need to handle complex authentication processes manually.
With built-in capabilities for automated contact management and comprehensive data handling, the integration ensures that your workflows run efficiently, even when dealing with varying data formats. The flexible folder organization allows for easy categorization of contacts, enhancing your overall contact management experience.
No training on your data
Your data remains private and is never utilized for model training purposes.
Security first
We never store anything we don’t need to. The inputs or outputs of your tools are never stored.
To get the most out of the Microsoft 365 People + Relevance AI integration without writing code:
- Start with a well-organized contact structure: Create clear and descriptive folder names to keep your contacts organized.
- Utilize pre-built workflows: Relevance AI provides templates for creating, updating, or managing contacts, making it easy to get started.
- Ensure proper OAuth setup: Double-check your OAuth credentials and permissions to avoid authentication issues during integration.
- Test with sample data: Before implementing on live data, run tests with sample contacts to ensure everything functions as expected.
- Monitor API usage: Be mindful of rate limits and implement delays between requests to prevent throttling and ensure smooth operation.
