Forward Deployed Engineering on Microsoft
Microsoft Graph, Teams, SharePoint, Outlook and Azure, connected to Salesforce and Claude and governed from day one.
The situation
Most of the signal a firm runs on lives in Microsoft 365: email threads, meeting transcripts and the documents behind every decision. Little of it reaches the systems of record. Connecting it is an identity and governance problem before it is an AI one.
What we deliver
Outlook email threads and Teams meeting transcripts ingested automatically, split into structured interaction summaries and matched to your records
Meeting transcripts turned into signal, with summaries and follow-ups written back to the record
Azure-hosted MCP servers over enterprise data, documents and signals, with Azure AI Search for grounded retrieval
Per-tenant credentials and least-privilege access for every agent, so each AI action runs as a named identity
Proof
Conviction Engine ingests Outlook and Teams through Microsoft Graph for a private equity GP, with every summary written back to the record.