01
Manual document assembly
Teams copy content, tables, charts, and legal language into documents and presentations one item at a time.
Microsoft Office Add-Ins
Office workflows with enterprise intelligence.
Documents, data, and communication in one governed flow.Evolve Blue builds add-ins for Word, Excel, PowerPoint, Outlook, and Teams. We connect Microsoft 365 to business data, document services, AI, and approval workflows without forcing users into another application.
NMSDC MBE Certified
U.S.-Based Team
Office.js and Graph
Central Deployment
Word
Excel
PowerPoint
Outlook
40%
Formatting time saved in one client program
4
Core Office applications supported
2
Modernization paths: VSTO and Office.js
U.S.
Onshore-first delivery
01 / Why teams add to Office
Keep business work inside the document
Office files often carry high-value work, but the data, rules, and approvals behind them live elsewhere. Add-ins close that gap without changing the user's familiar workspace.
02
Inconsistent brand and policy use
Formatting, templates, disclosures, and approved language drift as files move between teams.
03
Disconnected email and CRM work
Users re-enter contacts, activity, files, and follow-up tasks because Outlook and business systems do not share context.
04
Legacy desktop add-ins
VSTO and COM tools can limit browser support, central deployment, security updates, and cross-platform use.
02 / What we build
Microsoft 365 extensions for real operating work
We build the in-app experience, Microsoft Graph connections, secure services, and deployment controls as one solution.
Task panes and commands
We build focused Office.js interfaces, ribbon actions, contextual tools, and guided workflows for web and desktop use.
Document and presentation automation
We assemble approved content, apply brand rules, update fields, generate sections, and check output before release.
Microsoft Graph and business data
We connect files, users, mail, calendars, SharePoint, CRM, ERP, and internal services with scoped access.
Outlook workflow extensions
We bring CRM activity, communication tools, approvals, and records into the inbox where teams already work.
Teams apps and workflow bots
We create task-focused Teams experiences for alerts, approvals, knowledge access, and operational handoffs.
Deployment and AppSource readiness
We prepare manifests, identity, tenant deployment, testing, documentation, and marketplace submission support.
03 / Enterprise AI layer
Put governed AI where the work happens
A useful Office AI feature has a narrow job, approved context, and a clear review step. We connect document intelligence to the file, email, or meeting where a user needs it.
- Summarize, classify, and extract data from documents with source context.
- Draft approved sections or responses from governed knowledge and templates.
- Check language, required fields, brand rules, and compliance before submission.
- Keep permissions, model actions, and user approval visible and auditable.
Enterprise AI workflow
01
Context
The active file or message
The add-in reads only the data needed for the current task.
02
Sources
Microsoft 365 and business systems
Graph, SharePoint, CRM, ERP, templates, and approved knowledge.
03
Intelligence
AI with policy controls
Models assist within role, data, and review boundaries.
04
Action
User-approved output
The user inserts, updates, routes, or rejects the suggested work.
04 / Modernize and govern
Move older add-ins to a managed model
We modernize without discarding the business logic users depend on. The target is simpler deployment, better support, and a secure path to web and desktop Office clients.
VSTO and COM assessment
We map desktop-only features, APIs, dependencies, and user paths before setting the Office.js migration scope.
Identity and data controls
We use Microsoft identity, scoped Graph permissions, secure APIs, and tenant-aware access patterns.
Central release and support
We manage manifests, environments, telemetry, version testing, support handoffs, and planned feature releases.
05 / Relevant work
Office add-ins tied to measured outcomes
Our Office work spans document compliance, real-time engineering data, CRM-connected inboxes, and communication tools.
Brand compliance
Office add-ins for consistent financial documents
Word, Excel, and PowerPoint add-ins applied approved templates and brand rules while reducing repeated formatting work.
Connected Outlook
Voice, SMS, and fax brought into the inbox
A custom Outlook add-in gave users one familiar place to manage telephony actions and customer communication.
06 / Delivery process
From Office workflow to tenant-ready release
We test with real files, user roles, Microsoft tenants, and target Office clients before rollout.
01
Discover
Map the task, Office clients, document types, systems, users, and tenant rules.
→ Workflow brief
02
Prototype
Validate task-pane behavior, commands, data access, and user review points.
→ Approved experience
03
Build and secure
Develop the add-in, services, Graph connections, identity, and automated tests.
→ Release candidate
04
Deploy and support
Roll out through the tenant or marketplace, train users, and monitor adoption.
→ Managed add-in
07 · Common questions
Office Add-In Development questions.
Which Microsoft applications do you support?
We build add-ins and connected solutions for Word, Excel, PowerPoint, Outlook, and Teams. We validate feature support across the exact web, Windows, and Mac clients in your scope.
Can you migrate a VSTO or COM add-in?
Yes. We assess desktop-only code, Office APIs, native dependencies, authentication, and deployment. We then define which features move to Office.js and which need a secure service or desktop bridge.
Can an add-in connect to Salesforce or our ERP?
Yes. We connect Office to Salesforce, ERP, document platforms, SharePoint, and internal APIs. We use scoped identity and clear sync rules so users can trust what they see.
How can AI work inside Word, Excel, PowerPoint, or Outlook?
AI can classify content, extract data, summarize, draft approved sections, check policy, and guide repetitive work. We keep the active user, approved sources, and human review in control.
Do you support central deployment and AppSource?
Yes. We support tenant deployment, manifests, identity setup, environment testing, documentation, and AppSource preparation when public distribution fits the product plan.
Get Started
Bring the workflow into Microsoft 365.
Reduce the handoffs.
Show us the document, email, or data task your team repeats. We will define the add-in, integration, and deployment path.
Contact info@evolveblue.com · +1 215-882-3133