Connect SharePoint to your systems
Link CRM, ERP, HR, and finance tools so people stop re-keying data.
The challenge
Information is trapped in separate systems
People copy data between tools, and documents drift away from the records they belong to.
Duplicate entry
The same details are typed into several systems, and drift apart.
Documents detached from records
Contracts and files do not sit next to the customer or project they relate to.
Slow, manual hand-offs
Moving work between teams depends on email and reminders.
What we offer
Services and capabilities
Choose what you need, or combine capabilities into one program.
- 01
Business-system connectors
Secure links to CRM, ERP, HR, and finance platforms.
- 02
Document linking
Show the right SharePoint files inside the record people already use.
- 03
Workflow and approval flows
Automated hand-offs across systems with an audit trail.
- 04
API and event integration
Webhooks, queues, and Azure Functions for custom connections.
- 05
Single sign-on and permissions
Consistent identity so access follows the person, not the tool.
- 06
Monitoring and error handling
Know when a connection fails and recover without data loss.
Business use cases
Where this service delivers value
Common situations in which organizations engage us.
CRM with contract library
Open customer files directly from the account record.
HR onboarding
Create sites, accounts, and checklists when someone is hired.
Finance approvals
Route invoices and POs between systems with visibility.
Project and ERP sync
Keep project sites aligned with budget and order data.
Delivery methodology
How we deliver integrations
A clear, collaborative process so you always know what happens next.
- 1
Map
Identify the systems, data, and flows that matter most.
- 2
Choose
Select connectors, APIs, or custom services for each link.
- 3
Build
Implement with secure authentication and clear error handling.
- 4
Verify
Test with real data and failure scenarios.
- 5
Operate
Add monitoring and hand over runbooks.
Technologies & integrations
Platforms and tools we work with
We choose technology to fit your environment and integrate with the systems you already run.
- Power Automate
- Azure Logic Apps
- Microsoft Graph
- Azure Functions
- REST APIs
- Dataverse
FAQs
Common questions
Scope, timelines, pricing, support, and onboarding at a glance.
Which systems can you connect?
Anything with a supported connector or an API. We confirm feasibility in discovery.
Is data synchronized in both directions?
That is a design decision per integration. We recommend one source of truth for each piece of data.
What if a connection fails?
We build retries, alerts, and recovery steps so failures are visible and recoverable.
Talk to us about sharepoint integration
Book a consultation to discuss your goals.
- 1Tell us your goalsShare a few details.
- 2We confirm a timeWe reply with a time that works.
- 3We talk it throughA focused conversation on next steps.