EBF Insight

Microsoft Copilot as the gateway to knowledge across all your systems

Securely connect Microsoft Copilot to your most important business applications and access your organization’s relevant data in real time.

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AI is only as good as the data it can access

Imagine Copilot having access not only to your Microsoft 365 environment but also to your organization’s most important business applications: from ERP and document management systems to CRM, ticketing platforms, and HR software. With access to all relevant information, Copilot can deliver complete, accurate, and context-aware answers.

That’s exactly what EBF Insight provides. Our AI integration platform connects Microsoft Copilot to your core business applications and enables secure access to enterprise knowledge while respecting each user’s existing permissions. Employees receive answers that span multiple systems, all in one place and within the Microsoft tools they already use every day.

For example, a sales representative can ask, “Give me an overview of ACME Corporation.” Copilot instantly compiles information from all connected systems and returns only the data that user is authorized to access. With a single prompt, employees can retrieve relevant information without switching between applications or spending time searching.

One place for all your enterprise data

EBF Insight connects Microsoft 365 Copilot with virtually any modern business application that provides an API. Employees can access the information they need directly within the Copilot interface, without jumping between multiple systems.

Typical integrations

CRM platforms (e.g., HubSpot)
ERP systems (e.g., SAP)
Ticketing and service management platforms (e.g., OTRS)
Document management systems (DMS)
HR platforms (e.g., Personio)

Integration von Unternehmensanwendungen in Copilot

AI IN PRACTICE: Use cases for EBF Insight

With EBF Insight, Microsoft Copilot becomes the central access point for information across your business applications. Employees receive role-based access to exactly the information they need to do their jobs, without having to switch between multiple systems.

360° view of customers and enterprise knowledge
For a complete customer view – whether preparing for customer meetings or analyzing sales potential – information from CRM, ERP, and ticketing systems is essential. EBF Insight securely connects these systems to Microsoft Copilot through MCP integrations and the appropriate configurations.
A prompt such as “Give me an overview of customer Mustermann.” returns a consolidated response from all connected sources, including information on open activities, contracts, and support tickets.
Product management and compliance
EBF Insight also simplifies access to distributed knowledge for product management teams. Internal product specifications, contracts, technical documentation, and publicly available standards can all be searched and analyzed.
As a result, teams find the information they need faster, reduce research time, and better support compliance with regulatory and quality requirements.

OUR APPROACH

Delivering the right information at the right time

Our AI integration platform combines two intelligent data access methods: real-time retrieval for information that must always be up to date, and vector search for knowledge that changes infrequently. This approach enables Copilot to find not only exact keyword matches but also semantically related concepts and phrasing. For example, if someone asks about “delivery issues,” the AI can also identify information related to “shipping delays” or “late deliveries.”

This architecture doesn’t just produce better results. It also reduces infrastructure costs. Smaller, specialized AI models handle routine tasks and can even run locally. Larger foundation models are used only when their advanced capabilities are actually needed.

Real-time access to live business data
For information that must always reflect the latest business state, Copilot queries connected source systems in real time when a user submits a request.
Examples include:
Open support tickets
Active sales opportunities
Current customer activities
Outstanding invoices
And much more
Vector search for static knowledge
For information that changes infrequently, we use modern vector search technology. Content is stored in an indexed vector database and optimized for semantic search.
Typical content includes:
Master data
Knowledge bases
Documentation
Completed business processes
And much more

Copilot integration architecture

System integration in Copilot - data paths

THE SOLUTION: Secure enterprise knowledge access—in the cloud, on-premises, or hybrid

The true value of EBF Insight goes beyond connecting systems. It securely delivers enterprise data while enforcing your organization’s existing permission model. Whether your environment is cloud-based, on-premises, or hybrid, you remain in full control of where and how your data is processed.

Intelligent data preparation
Our product EBF Flow is the engine behind the data preparation process. It automatically analyzes unstructured information, extracts relevant content, and prepares it for use with Microsoft Copilot.
How the process works
Documents are broken into meaningful information units.
Content is optimized for semantic search.
Source system permissions are preserved and stored within the index.
This way, a comprehensive, user-specific knowledge base is created for Copilot.
Security built in
Authentication is handled through Microsoft Entra ID using your organization’s existing identities and permission structure.
This means:
Employees sign in with their existing Microsoft accounts.
Search results automatically respect permissions inherited from connected source systems.
Every user sees only the information they are authorized to access.
This gives you complete control over security, compliance, and data access at all times.
Flexible architecture
Our solution supports cloud, on-premises, and hybrid environments without locking you into a specific technology stack. Depending on your requirements, we can leverage Microsoft technologies such as Azure API Management, Azure Functions, and Azure AI Search, or open technologies including Apache APISIX, Kubernetes, Elasticsearch, and OpenSearch with vector search capabilities.
This ensures your existing infrastructure and your future architecture is fully supported.

GOOD ALTERNATIVES

Looking for a different setting?

Need to connect your business applications without relying on the Microsoft ecosystem? No problem. We also build centralized AI knowledge platforms using other technologies. We’d be happy to discuss the right solution for your environment.

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OUR VALUE

Why businesses trust EBF

With EBF by your side, your projects gain real momentum. For more than 30 years, we’ve been helping organizations navigate the constant evolution of IT, applying technology in ways that deliver meaningful business value. That’s why more than 1,000 customers put their trust in us.

With passion
We’re passionate about IT and the future of AI. We put our heart and soul into your projects and don’t stop until you are thrilled.
Expertise
We understand AI models, tools, and platforms and, more importantly, how to use them to create measurable business value.
Agile
We stay flexible, embrace experimentation, and continuously learn. Complex challenges inspire us, leading to solutions that move your business forward.
Holistic perspective
We think in connected systems, ensuring AI integrates seamlessly into your existing systems, processes, and day-to-day operations.
Certified and secure
As an ISO 27001-certified company, we approach AI with the highest standards of security, risk awareness, and responsibility.
Services that deliver results
We ensure your AI solutions are operated reliably, continuously monitored, and optimized over time, so they keep delivering value long after implementation.

CONTACTLet’s talk about your Copilot integration

Looking to connect Microsoft Copilot with your CRM, ERP, ticketing platform, or other business applications? We’ll show you how to build a secure, scalable integration that delivers real business value.

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