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Microsoft Solutions & Automation

Microsoft and Third-Party System Integration

Connect Microsoft 365 and Azure to your CRM, ERP, accounting, e-commerce and industry systems.

The challenge

Microsoft 365 holds your documents and communication, while sales, finance and operations data sit in other systems. Without integration, staff bridge the gap manually.

How we approach it

We use standard connectors, custom connectors, Azure Functions and APIs to move data securely between Microsoft 365 and other platforms such as Salesforce, HubSpot, Zoho, Odoo, Xero, QuickBooks and Shopify — with monitoring for failed syncs.

Is this right for you?

Good fit for organizations using Microsoft 365 alongside other core business platforms. Tell us about your project.

Scope

What is included

Connector strategy

Standard, premium or custom connectors

API integration

Secure, authenticated connections

Azure Functions

Custom logic where flows are not enough

Two-way sync

Rules for conflicts and duplicates

Monitoring

Alerts for failed or delayed syncs

Business benefits

What it means for your business

  • Use what you own Get more value from existing Microsoft 365 licenses.
  • Fewer manual steps Approvals, notifications and data entry automated.
  • Organized information Documents stored, named and permissioned consistently.
  • Auditability Every automated step logged and traceable.

How we work

A clear process from first call to support

01

Discovery

We learn how your business works, what is not working today and what success should look like. You get clear questions, not a sales script.

02

Planning

We agree scope, priorities, platform choices, timeline and budget in writing, so everyone knows exactly what will be delivered.

03

Implementation

We design and build in short iterations, sharing progress regularly so you can give feedback before anything is final.

04

Testing

We test functionality, data, security, performance and mobile layouts, then run user acceptance testing with your team.

05

Launch & training

We launch carefully, monitor closely and train your team with practical walkthroughs and documentation.

06

Support & improvement

After launch we fix issues quickly and keep improving, with optional monthly support and optimization plans.

Have a project in mind? Let’s scope it together.

Tell us what you want to build, fix or automate. We will reply with practical next steps, a realistic timeline and a clear estimate.

Book a Consultation

Request a Quote