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SharePoint integration

SharePoint & Microsoft Teams Integration

Documents and data that move between systems on their own.

We connect SharePoint and Teams with the systems around them: Business Central and other ERPs, Dynamics 365 and other CRMs, Outlook, and your own applications. Invoices file themselves by vendor and month, contracts appear on the customer record, and approvals reach the right Teams channel automatically.

  • Pune, India · since 2011
  • Microsoft 365 · Power Platform · Dynamics 365
  • Remote delivery worldwide
SharePoint and Microsoft 365 at the centre, connected to ERP, CRM, Teams, Outlook, Power Automate and business apps SharePoint+ Microsoft 365documents · lists · sites ERP / Business CentralCRM / Dynamics 365Microsoft TeamsOutlook & emailPower AutomateLine-of-business apps Invoices filed by vendor & monthCustomer contracts linked to accountApprovals posted to the channelSync via Microsoft Graph & connectors
One place for documents and data, connected to the systems your teams already use.
Sound familiar?

Where disconnected systems cost you time

“We download from the ERP and upload to SharePoint.”

Staff spend hours moving files by hand, and some are always missing.

“The contract is somewhere in email.”

Customer documents are not linked to the CRM record, so sales and finance hunt for them.

“Nobody saw the alert.”

Important events in one system never reach the people who need to act.

What we deliver

Integration patterns we deliver

Supported, maintainable connections, not fragile scripts.

Automatic document filing

Invoices, orders and reports saved to the right library with metadata, straight from email or your ERP.

ERP & CRM integration

Link SharePoint documents to Business Central, Dynamics 365 or other systems, and keep key fields in sync.

Teams notifications & approvals

Events in business systems posted to Teams channels, with approval actions where needed.

Outlook & email processing

Attachments extracted, classified and filed, with AI extraction of key details where useful.

Custom APIs & connectors

Microsoft Graph, SharePoint REST and custom connectors for systems without a standard connector.

Monitoring & error handling

Retry logic, failure alerts and run history, so problems are caught before users notice.

What’s new in 2026

More ways to connect than ever

Microsoft 365 integration has matured. Current building blocks we use:

  • Power Automate with hundreds of standard connectors, including Business Central, Dynamics 365, SharePoint, Outlook and Teams
  • Microsoft Graph for secure, permission-aware access to files, lists, users and Teams
  • AI document processing to read invoices and forms and fill metadata automatically
  • Agents in SharePoint and Copilot Studio that answer questions across connected content

Some Microsoft features need specific licences or pay-as-you-go billing. We confirm what your plan includes before we design around it.

SharePoint and Microsoft 365 at the centre, connected to ERP, CRM, Teams, Outlook, Power Automate and business apps SharePoint+ Microsoft 365documents · lists · sites ERP / Business CentralCRM / Dynamics 365Microsoft TeamsOutlook & emailPower AutomateLine-of-business apps Invoices filed by vendor & monthCustomer contracts linked to accountApprovals posted to the channelSync via Microsoft Graph & connectors
One place for documents and data, connected to the systems your teams already use.
How we deliver

Integration delivered without disruption

1

Map

Systems, data, triggers and owners.

2

Design

Integration pattern, security and error handling.

3

Build

Flows, connectors or custom APIs in a test environment.

4

Test

Real documents and edge cases, end to end.

5

Go live

Monitored rollout with alerting.

6

Run

Monitoring and changes as systems evolve.

What you get

Connected systems you can trust

  • Documents filed automatically with consistent metadata
  • Records linked between SharePoint and your ERP or CRM
  • Alerts and approvals delivered to Teams in real time
  • Failure alerts and run history for every integration
  • Documentation your IT team can maintain
Who it’s for

Typical integrations

Accounts payable

Emailed invoices filed by vendor, extracted and pushed to ERP.

Sales operations

Quotes and contracts linked to the CRM account.

Operations

Delivery notes and certificates filed by order.

HR

Onboarding documents created and stored automatically.

Which manual hand-off annoys your team most?

Tell us, and we’ll show you how it can run automatically.

Discuss Your Integration
Why STW Services

One team for Microsoft 365, Power Platform and business systems

We build on what your business already runs, so documents, workflows and data connect instead of multiplying.

Since 2011

Delivering Microsoft-based business solutions from Pune, India, for clients worldwide

Joined-up delivery

SharePoint, Teams, Power Automate, Copilot Studio and Dynamics 365 in one team

Built to be owned

Documented solutions, admin training and handover, so you are never locked in

Support after go-live

Ongoing help, health checks and improvements when you need them

FAQ

Integration questions, answered

Plain answers to what business owners ask before they start.

Ask us a question
Can SharePoint integrate with Business Central?

Yes. Common patterns include filing ERP documents to SharePoint automatically, linking documents to records and triggering approvals in Teams from ERP events.

Do we need custom code?

Often not. Power Automate and standard connectors cover many scenarios; we add custom APIs or Microsoft Graph code only where needed.

What if a system has no connector?

We use its API through a custom connector or an Azure-hosted integration, with authentication and error handling.

How do we know an integration is working?

Every integration includes run history, failure alerts and a simple health check, and we can monitor it for you under a support plan.

Is our data secure in transit?

Integrations run on Microsoft’s platform or your Azure tenant, authenticate with Microsoft Entra ID or service accounts, and respect existing permissions.

Can AI read our documents?

Yes. AI document processing can extract fields from invoices, orders and forms; we design a human review step where accuracy matters.

Next step

Tell us which systems should talk to each other

List the systems and the hand-off you want to automate. We’ll suggest the simplest reliable approach.

  • A reply from a Microsoft 365 specialist
  • A practical first-step plan, whether or not we work together
  • No obligation

Discuss Your Integration

Tell us what you use today and what you want to achieve. A Microsoft 365 specialist will reply with practical next steps.

  • Describe your Microsoft 365 or SharePoint need in the form
  • Share what you use today (file server, SharePoint version, Teams)
  • Or email support@stw-services.com
Discuss Your Integration