AI Agents

    AI agent integration: connect ERP, CRM, and Microsoft 365 securely

    We integrate AI agents into ERP, CRM, and Microsoft 365 – as a fixed-price pilot project with a validated first solution in 30 days. For mid-sized companies with usable interfaces and sufficiently well-maintained data. Whether your use case meets the requirements is something we clarify in a free use-case assessment.

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    The problem

    Many AI projects don't fail because of the AI itself, but because of the integration: interfaces are undocumented, data is scattered across ERP, CRM, or SharePoint, and permissions for automated actions are unresolved. The result is an impressive demo agent that never goes live in daily operations.

    Suitable use cases

    • A tightly scoped process with usable interfaces, e.g. the Microsoft Graph API or a documented REST API
    • Sufficiently well-maintained data in ERP, CRM, SharePoint, or Microsoft 365
    • A team that can clearly name responsibilities and permissions for the use case
    • A process with a measurable goal that can be validated within a 30-day pilot project

    Not (yet) suitable

    • Systems without documented interfaces or with heavily fragmented, unstructured data
    • Processes where responsibilities and approvals are not yet resolved
    • The expectation of a fully autonomous agent with no human oversight from day one

    Scope

    • Technical assessment of the relevant systems, interfaces, and data sources
    • Integration design including the permission and security model
    • Development of the AI agent and connection to target systems, e.g. Microsoft 365, Azure, ERP, or CRM
    • Testing, audit logging, and a controlled rollout with real users

    Process

    1. AI use-case assessment

    30 minutes, free of charge. We assess whether and how your use case can be technically integrated.

    2. AI briefing

    2–4 sessions. Analysis of interfaces, data quality, and permissions, prioritisation, and a fixed-price proposal.

    3. Pilot project

    30 days. Development and connection to your systems, with weekly syncs until a validated first solution.

    4. Go live

    Handover, user training, and scaling the integration to additional processes.

    Data, security & integration

    Every integration gets a clear permission model, complete audit logging, and defined approval steps for critical actions. The solution runs inside your existing Microsoft and Azure environment, EU-hosted and GDPR-compliant. EU AI Act requirements are considered from the pilot stage, not added afterwards.

    Price

    Integration projects at Hoch-AI start from 4,990 euros as a fixed price for the pilot – including technical assessment, goal definition, development, and integration plan.

    The exact scope and fixed price depend on the number and complexity of the systems to be connected and are defined bindingly during the AI briefing. Ongoing operation after the pilot is scoped separately and transparently.

    Reference

    Teams knowledge bot for service and field teams

    A RAG-powered Teams bot answers questions from SharePoint documentation inside existing workflows – with source citations, no new logins.

    Read the full case study

    Frequently asked questions

    Can AI agents be integrated into existing ERP and CRM systems?
    Yes, if the systems offer usable interfaces and the relevant data is sufficiently well-maintained. We assess this in a free AI use-case assessment before any pilot project starts.
    How long does an AI agent integration take?
    A typical pilot project takes 30 days to a validated first solution, with weekly syncs. The path to ongoing production use then depends on data quality, system complexity, and internal approvals.
    What does integrating an AI agent into our systems cost?
    Integration projects start from 4,990 euros as a fixed price for the pilot. The exact price depends on the number and complexity of the systems and is defined during the AI briefing.
    What prerequisites does our company need to meet?
    Usable interfaces, sufficiently well-maintained data, and clearly defined permissions for the chosen use case. If one of these is missing, we clarify in the assessment how to establish it.
    Is the integration GDPR-compliant and EU-hosted?
    Yes. The solution runs inside your existing Microsoft and Azure environment, EU-hosted, with a clear permission model and complete audit logging. EU AI Act requirements are considered from the pilot stage.
    What happens if our systems don't have documented interfaces?
    We clarify this together during the assessment and briefing. In some cases interfaces can be added, or we choose a tightly scoped first use case that doesn't require them.

    Want the full background on why AI agent projects succeed or fail?

    Read the article
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