Connect Salesforce with Microsoft 365 tools like Teams, Outlook, SharePoint, and Power Platform to automate CRM workflows, sync customer data, and streamline cross-department collaboration. Final pricing and timeline are customized after scoping.
🔗 Unify CRM Workflows with Salesforce + Microsoft 365 Connectors #
Transform Salesforce data into actionable tasks and collaboration across Microsoft 365. #
Switching between Salesforce and Microsoft 365 creates workflow silos and manual data transfers.
IT Partner’s Salesforce + Microsoft Connectors Integration bridges these platforms with enterprise-grade automation.
🔄 What This Integration Does #
We connect Salesforce with Microsoft 365 using Microsoft Connectors and Power Automate to enable:
- 💬 Teams + Salesforce Alerts — Post real-time deal updates, case escalations, and approval requests to Teams channels
- 📧 Outlook Integration — Sync Salesforce contacts/events with Outlook and automate email follow-ups
- 📂 SharePoint Document Sync — Auto-link Salesforce Files to SharePoint with metadata tagging
- ✅ Planner/To Do Automation — Create tasks in Microsoft Planner when Salesforce opportunities reach specific stages
- ⚡ Power BI Dashboards — Visualize Salesforce pipeline data with automatic refresh
💡 Why This Matters #
Without integration:
- ❌ Manual copy-pasting of Salesforce data into emails/Teams
- ❌ Version conflicts with customer documents across platforms
- ❌ No real-time visibility into CRM updates for non-Salesforce users
With integration:
- ✅ Automated cross-platform workflows with 90% less manual entry
- ✅ Governed document control via SharePoint co-authoring and version history
- ✅ Democratized CRM data through Teams/Outlook integrations
🚀 Key Benefits #
- Close deals faster with automated Teams notifications for opportunity changes
- Eliminate duplicate data entry between Salesforce and Microsoft 365
- Secure sensitive CRM documents with SharePoint permissions and DLP policies
- Scale processes globally using Microsoft’s low-code Power Platform
⚙️ How It Works #
Our certified consultants configure Salesforce + Microsoft Connectors using REST APIs and Power Automate:
-
Teams Integration
- Trigger Teams channel posts when:
- Opportunities move to "Contract Sent" stage
- High-priority Cases are created
- Approval processes are initiated
- Trigger Teams channel posts when:
-
SharePoint Sync
- Auto-sync Salesforce Files/Attachments to SharePoint with:
- Metadata mapping (Opportunity ID, Account Name)
- Retention policies and eDiscovery compliance
- Auto-sync Salesforce Files/Attachments to SharePoint with:
-
Outlook Sync
- Two-way contact/event sync with field-level conflict resolution
- Log emailed responses as Salesforce Activities automatically
-
Power Platform
- Build approval flows with Adaptive Cards for Teams
- Enrich Salesforce data with Microsoft Graph (Org Chart, Skills)
- "Handle API limits with batched requests and retry policies (exponential backoff)."
- "Archive failed syncs to Azure Blob Storage for audit trails."
Requirements:
- Salesforce Enterprise or Unlimited Edition
- Microsoft 365 E3/E5 or Office 365 with Power Automate
- Power BI Pro/Premium for automated dashboard refreshes
🎯 Who’s This For? #
- Sales teams using Salesforce + Teams/Outlook daily
- Customer support needing real-time case collaboration
- IT leaders prioritizing secure, low-maintenance integrations
🏆 Why Choose IT Partner LLC #
- Microsoft + Salesforce Certified integration specialists
- Pre-built connector library for 80% faster deployment
- Compliance-ready with Azure AD authentication and audit logging
💬 Ready to Connect Salesforce to Microsoft 365? #
Transform CRM workflows with seamless automation and collaboration.