General availability of bi-directional integration between Joule and Microsoft 365 Copilot helps SAP and Microsoft users stay in the flow of work.
Coauthors: Angel Zhu, Senior Product Manager, M365 Copilot Agent Ecosystem and Christoph Ruehle, Principal Product Manager, Joule/SAP Business AI at SAP
We’ve all experienced it: you’re reviewing data, a message pings, an email comes in, and suddenly you’re juggling inboxes, chats, and screens just to finish one workflow. Those small interruptions feel routine — yet employees switch between apps over 1,200 times per day, adding up to weeks of lost productivity each year (estimate based on productivity and context-switching research, Harvard Business Review, 2022)
It’s not the work that’s slowing us down. It’s the constant friction of moving between where the data lives and where communication happens.
That’s why, building on SAP and Microsoft’s long-standing partnership, the new bi-directional integration between Joule and Microsoft 365 Copilot — now generally available — is designed to help people stay focused and get more done in the tools they already use.
By bringing SAP business context and Microsoft 365 collaboration together into a unified experience, work can now keep flowing wherever it starts. Customers are already seeing an impact.
“The integration of Microsoft 365 Copilot and Joule is central to Vodafone’s vision of creating an end-to-end, AI-enabled user experience,” said Andrea Schiavi, Vodafone, AI Product Lead.
"By unifying SAP business data with the Microsoft 365 productivity tools, we will create a seamless, intelligent workflow that accelerates decision making and boosts productivity. It will elevate our agentic assistant, AskHR, with shared context across apps so it can guide employees more effectively and resolve tasks faster.”
One AI that follows the work — not the other way around
When you’re in Microsoft 365, Copilot can access SAP processes and data through Joule.
When you’re in SAP, Joule can draw on information from Microsoft 365 through Copilot. No switching apps, just continuity.
For example, a finance manager working in Microsoft Excel can use Microsoft 365 Copilot and mention Joule to review a purchase order directly in the spreadsheet. Joule retrieves real-time SAP business data behind the scenes, enabling a confident decision — without opening another screen.
Later, reviewing that purchase order inside SAP, the same finance manager can ask Joule whether any recent emails or Teams messages contain information that should be considered before confirming the approval. Copilot brings that context into SAP automatically, so nothing gets missed.
Wherever the task begins, the right assistant shows up with the context needed to finish it.
How it works
- In Microsoft 365 Copilot — within Teams, Word, PowerPoint, Excel, and OneNote: mention Joule to instantly access SAP insights and complete SAP tasks — with prompts, feedback, and citations.
- In SAP apps: ask Joule your question; when Microsoft 365 context is relevant, Joule automatically routes to Microsoft 365 Copilot — bringing in data from email, Teams, SharePoint, or OneDrive.
No new interface to learn. The right assistant answers based on where you are. See Joule and Microsoft 365 Copilot integration in action!
Why this matters and why it’s here now
Work has evolved. SAP remains the trusted source of business truth, and Microsoft 365 is where collaboration happens. Bringing AI assistance across both environments simply helps people work the way they already do — with fewer interruptions, faster decisions, and the confidence that every action is grounded in the right business and communication context.
Get started today
To begin using the Joule and Microsoft 365 Copilot integration, start by downloading the SAP Joule app from Microsoft Marketplace and configuring the connection between SAP Cloud Identity Services on SAP BTP and Microsoft Entra.
You'll need Joule Base and a Microsoft 365 license to enable the integration. A Microsoft 365 Copilot license is required only when using Copilot skills within Joule.
To learn more about the Joule and Microsoft 365 Copilot integration, visit the SAP Discovery Center.
Microsoft