SharePoint Integration
Connect SharePoint lists, libraries and sites with business applications and automated processes.
MICROSOFT BUSINESS SOLUTIONS
08 / 10
Microsoft 365 Integration.
Connect Microsoft 365 applications, business data and digital workflows so your teams can work across SharePoint, Teams, Outlook, Power Platform and other Microsoft services with fewer disconnected steps.
01
CONTENT
SharePoint
02
COLLABORATION
Microsoft Teams
03
COMMUNICATION
Outlook & Notifications
04
AUTOMATION
Power Platform
01
OVERVIEW
Make Microsoft 365 work as one connected environment.
Businesses often use several Microsoft applications, but the actual process between those applications can still depend on emails, spreadsheets, manual copying and repeated follow-ups.
Microsoft 365 integration connects relevant applications and business processes so information can move more effectively between the tools employees already use.
Incodiv Tech designs integration solutions around SharePoint Online, Microsoft Teams, Outlook, OneDrive, Forms, Power Apps, Power Automate, Dataverse and other appropriate Microsoft services.
The exact integration approach depends on your Microsoft licensing, tenant configuration, permissions, data requirements and the systems involved.
02
INTEGRATION CAPABILITIES
Connect business work across the Microsoft ecosystem.
Microsoft Teams Integration
Bring relevant notifications, apps, content and workflow interactions closer to team collaboration.
Outlook Integration
Use email and supported Outlook-related actions as part of connected business workflows.
Power Apps Integration
Build business applications that connect with Microsoft 365 data and workflow services.
Power Automate Integration
Automate information movement, approvals, notifications and routine business actions.
Microsoft Forms Integration
Route submitted form information into appropriate Microsoft 365 processes and data destinations.
OneDrive Integration
Connect supported file-related processes with OneDrive where it fits the business requirement.
Excel Integration
Connect selected Excel-based information with automated processes or migrate repetitive trackers toward more structured solutions.
Dataverse Integration
Connect structured Dataverse information with Microsoft business applications and workflows.
Notifications & Alerts
Deliver relevant workflow notifications through supported Microsoft communication channels.
API & Connector Integration
Connect supported external systems through appropriate connectors, APIs or custom integration approaches.
Data Synchronization
Reduce unnecessary re-entry by coordinating relevant information between connected business systems.
03
BUSINESS CHALLENGES
Microsoft tools should not become disconnected digital islands.
Repeated Data Entry
Employees manually copy the same information between emails, spreadsheets and business applications.
Email-Driven Processes
Important business actions depend on long email chains instead of structured workflows.
Scattered Documents
Files are distributed across individual folders, inboxes and collaboration locations.
Manual Excel Trackers
Operational processes depend heavily on spreadsheets that require repeated manual updates.
Disconnected Applications
Teams use Microsoft applications independently without a clear information flow between them.
Manual Follow-Ups
Employees spend time checking statuses and reminding colleagues about pending actions.
04
CONNECTED WORKPLACE
Connect the tools employees already know.
Integration does not always require replacing existing Microsoft tools. In many cases, the opportunity is to make those tools work together more effectively.
SharePoint can organize information, Teams can support collaboration, Power Apps can provide business interfaces and Power Automate can coordinate workflow actions between them.
CONNECTED
Microsoft 365
CONTENT
SharePoint
COLLABORATE
Teams
COMMUNICATE
Outlook
AUTOMATE
Power Platform
05
SHAREPOINT + TEAMS
Bring content and collaboration closer together.
01
CONTENT & INFORMATION
SharePoint Online
Use SharePoint for structured business information, document libraries, lists, sites and content organization.
Explore SharePoint Solutions
02
COLLABORATION
Microsoft Teams
Surface appropriate SharePoint content, applications and workflow interactions closer to team collaboration.
Explore Teams Integration
INTERFACE
Power Apps
WORKFLOW
Power Automate
DATA
Dataverse
CONTENT
SharePoint
06
MICROSOFT POWER PLATFORM
Turn Microsoft 365 into business applications.
Power Platform can extend Microsoft 365 beyond standard collaboration by introducing custom applications, workflow automation and structured business data.
We combine appropriate Microsoft technologies according to the complexity, data model, licensing and operational requirements of the solution.
Explore Power Apps Development
07
WORKFLOW AUTOMATION
Move information through connected digital workflows.
Trigger
A form submission, record update, schedule or another supported event starts the process.
Evaluate
Workflow rules determine the appropriate next action based on available information.
Route
Information or tasks move to the appropriate user, application or process stage.
Complete
Relevant records are updated and appropriate notifications or actions are completed.
08
BUSINESS SCENARIOS
Integration for everyday business operations.
Approval Processes
Connect requests, approvals, notifications and document or record updates.
Employee Onboarding
Coordinate forms, documents, tasks and notifications across relevant Microsoft tools.
Purchase Requests
Capture requests and route them through appropriate approval and tracking workflows.
Document Workflows
Connect document storage with review, approval and notification processes.
Automated Reminders
Trigger scheduled or condition-based reminders for pending business activities.
Data Handoffs
Move appropriate information between Microsoft applications and business processes.
Task Coordination
Create and coordinate relevant tasks from defined workflow events.
Reporting Data
Prepare structured information for operational reporting and Power BI scenarios.
09
DIGITAL DATA CAPTURE
Turn submitted information into an actual process.
A digital form creates more value when the information submitted through it automatically becomes part of the next business step.
Depending on the requirement, Microsoft Forms, Power Apps, SharePoint and Power Automate can be combined to capture information and route it through structured workflows.
Capture
Collect required business information
through an appropriate digital interface.
Store
Save information in SharePoint, Dataverse
or another suitable data destination.
Process
Start appropriate automation after
information has been submitted.
Notify
Inform relevant users about actions,
approvals or process status.
10
DOCUMENT INTEGRATION
Connect documents with business processes.
Documents often sit at the center of approvals, customer processes, HR activities and internal operations.
SharePoint libraries can be connected with Power Automate and other Microsoft services to support appropriate document workflows, notifications, metadata updates and collaboration scenarios.
Explore SharePoint Document Management
BUSINESS DOCUMENT
Document
Metadata
Review
Approve
Notify
11
EXTERNAL SYSTEMS
Connect Microsoft 365 with wider business systems.
Web Applications
Business Databases
Cloud Platforms
APIs
INTEGRATION
Connect
BUSINESS ENVIRONMENT
Microsoft 365
Power Platform • SharePoint • Teams
Integration availability and design depend on the external system, available APIs or connectors, authentication requirements, Microsoft licensing and tenant policies.
12
OUR PROCESS
From disconnected tools to a connected business workflow.
Review Current Tools
Understand how employees currently use Microsoft 365 applications and external systems.
Map Information Flow
Identify where information starts, where it needs to go and which manual steps exist between systems.
Select the Architecture
Choose appropriate Microsoft services, connectors, data stores and integration patterns.
Build Integrations
Configure applications, workflows and connections according to the agreed solution design.
Test Business Scenarios
Validate data movement, permissions, workflow behavior and relevant integration scenarios.
Optimize the Process
Refine workflows and integrations as business requirements continue to evolve.
13
MICROSOFT ECOSYSTEM
Technologies that can work together.
Microsoft 365
SharePoint Online
Microsoft Teams
Outlook
OneDrive
Microsoft Forms
Power Apps
Power Automate
Dataverse
Dynamics 365
Power BI
Microsoft Graph
REST APIs
Microsoft Entra ID
14
WHY INCODIV TECH
Integration focused on business outcomes.
Microsoft Ecosystem Experience
We work across Power Platform, SharePoint, Microsoft 365 and Dynamics-related business solutions.
Process-First Design
Integration decisions begin with the business process rather than connecting tools without a clear operational purpose.
Practical Architecture
We select technologies according to the actual data, workflow and integration requirements.
Automation Experience
Connected Microsoft solutions can include workflow automation where it provides practical value.
Permission-Aware Design
Integration planning considers relevant Microsoft permissions, user access and tenant configuration.
Scalable Improvement
Solutions can be extended as additional processes, applications and integration requirements emerge.
15
RELATED SERVICES
Build a wider Microsoft business solution.
16
FREQUENTLY ASKED QUESTIONS
Microsoft 365 integration questions.
What is Microsoft 365 integration?
Microsoft 365 integration connects relevant Microsoft applications, information and workflows so users can complete business processes with fewer disconnected manual steps.
Can SharePoint integrate with Microsoft Teams?
Yes. SharePoint and Teams are closely related in many Microsoft 365 collaboration scenarios. Appropriate SharePoint content and resources can be surfaced through Teams depending on tenant configuration and permissions.
Can Power Apps connect with Microsoft 365?
Yes. Power Apps supports many Microsoft services and data sources. The exact connection options depend on the application's architecture, connectors and licensing.
Can Power Automate connect Outlook and SharePoint?
Yes. Power Automate supports many workflow scenarios involving Outlook and SharePoint, including notifications, file or list actions and other supported processes.
Can Microsoft 365 connect with external systems?
Many external systems can be integrated through supported connectors, APIs or custom integration approaches. Feasibility depends on the external system, authentication model, available APIs and Microsoft environment.
Can you automate our Excel-based process?
Often, yes. We first assess how Excel is being used and determine whether automation around the existing workbook is appropriate or whether SharePoint, Dataverse or another structured data solution would be more suitable.
Do Microsoft 365 integrations require premium licenses?
It depends on the applications, connectors, Dataverse usage and other capabilities involved. Licensing should be reviewed against the specific solution and current Microsoft licensing terms.
Can you improve our existing Microsoft 365 workflows?
Yes. Existing SharePoint, Power Apps, Power Automate and Microsoft 365 processes can be reviewed to identify opportunities for better integration and workflow design.
READY TO CONNECT YOUR MICROSOFT ENVIRONMENT?
Turn separate Microsoft tools into connected business workflows.
Tell us which Microsoft 365 applications your teams
currently use and where manual work still exists.
We can help design a more connected business process
around your existing Microsoft environment.
