Microsoft 365 Integrations

In principle almost anything with an API, and in practice the question worth asking is whether it should. The integrations that reliably pay for themselves are single sign-on through Entra ID, documents filed automatically into SharePoint, mail sent by other systems authenticated properly, and calendar or booking flows. Beyond those, it depends entirely on volume.

Single sign-on, almost always. Staff use their Microsoft 365 identity for other systems, which means fewer passwords, one place to revoke access when somebody leaves, and an audit trail of who signed into what. It is usually configuration rather than development, and it improves security rather than only convenience.

Check for a native connector first — a surprising number of systems have one nobody has enabled. Power Automate covers most straightforward event-driven work, subject to premium connector licensing. Custom development against the Microsoft Graph API is warranted for bespoke or high-volume integrations where control matters. We work through those in that order because each is materially cheaper than the next.

Because the system is sending mail as your domain without being authorised to. Your SPF record needs to permit it and, where supported, DKIM signing should be configured. This is one of the most common problems we see and it is usually fixed in an afternoon. It is a deliverability problem rather than an integration problem, but it always surfaces during integration work.

Quoted per integration after establishing the systems, the volume and what happens when it fails. A native connector may be an hour of configuration. A Graph API integration with error handling and monitoring is a project. We give you the expected payback, and where it runs to years we recommend against it.

Occasionally, and more often it is the other system that changes. This is why error handling and alerting are part of the build rather than an extra — the difference between a robust integration and a fragile one is almost entirely what happens on the unhappy path. Integrations built without it fail silently, which is how people discover three weeks of missing records.

Yes, and it is one of our most common requests because plenty of businesses run Microsoft 365 for email and documents alongside Zoho for CRM or accounting. We implement both, so we can be realistic about which connection points are worth building. There is a dedicated page for that combination.

Then start by listing where people retype data from one screen into another, and how often. That list is usually short and the top two items are usually obvious once written down. It is also a reasonable consulting engagement in its own right if the picture is genuinely unclear.