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MICROSOFT 365 INTEGRATION

Built Around The Tools
You Already Use

Most executive search firms already rely on Microsoft 365 to manage communication, meetings, documents, and collaboration. Ezekia is designed to work alongside the Microsoft tools your team uses every day, helping keep data connected and reducing duplicate admin.

 

Synchronise emails, meetings, contacts, tasks, and calendars between Outlook and Ezekia. Access candidate and client information without leaving your inbox, keep project activity aligned across teams, and ensure important interactions are automatically captured where they belong.

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From Outlook and Teams to Power BI and Microsoft Copilot, Ezekia helps firms create a connected technology ecosystem that supports every stage of the search process.

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Ezekia AI Admin settings showing Microsoft Outlook built-in AI connector enabled with 10 users connected for executive search

Outlook integration

Email sync

Ezekia AI Sidekick generating a meeting plan from Outlook calendar data showing a team call

Calendar integration

One Connected Microsoft Ecosystem

AI Sidekick +
Microsoft 365

With Sidekick connectors, Microsoft 365 data becomes accessible directly inside Ezekia AI. Search emails, meetings, documents, chats, tasks, and company information alongside your candidates, companies, assignments, and projects.

 

Instead of switching between applications, teams can access information from across Microsoft 365 and Ezekia through a single AI-powered workspace.

Microsoft Teams

  • Find chats about a candidate or client

  • Share project updates to team channels

  • Search conversations for company intel

One Drive & Excel

  • Retrieve CVs & docs linked to candidates

  • Access client briefing docs by company

  • Pull spreadsheet data into projects

Sharepoint & M365 Search

  • Search org-wide for people & companies

  • Surface docs relevant to an assignment

  • Cross-reference SharePoint with projects

Outlook

  • Find emails linked to a candidate or client

  • Surface threads tied to active projects

  • Draft outreach from Ezekia contact data

Calendar & Reminders

  • Schedule interviews alongside candidates

  • Reminders tied to project milestones

  • Check availability for client meetings

Tasks (Microsoft To-do)

  • Tasks linked to search assignments

  • Follow-ups on candidates & companies

  • Deadlines synced to project timelines

Less Switching. More Searching.

Bring emails, meetings, documents, tasks and CRM data together so consultants spend less time jumping between systems and more time building relationships.

FAQs

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Still Switching Between Outlook, Teams, Excel And Your CRM?

See how firms use Microsoft 365 and Ezekia together to create a more connected search workflow.

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