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Integration · Productivity
Microsoft 365 and your ERP, working as one workplace
For Microsoft-centric businesses, people live in Outlook and Teams. The ERP should meet them there: single sign-on, emails logged against customers, approvals in Teams, documents in SharePoint.
Overview
What this integration is for
We integrate the ERP with Microsoft 365 through Microsoft Graph and Entra ID.
01Data
What data syncs, and in which direction
| Entity | Direction | Notes |
|---|---|---|
| User identity (SSO) | App → ERP | Users sign in with Entra ID credentials. |
| Emails | App → ERP | Relevant emails logged against customers, orders or tickets. |
| Calendar events | ⇄ Both | Meetings and activities synchronised. |
| Notifications | ERP → App | Approvals and alerts posted to Teams channels. |
| Documents | ⇄ Both | Files stored in SharePoint, linked to ERP records. |
02Use cases
Common use cases
01
Single sign-on
One identity, centrally managed access.
02
Approvals in Teams
Purchase or discount approvals actioned from Teams.
03
Document storage
Contracts and drawings in SharePoint, linked to ERP.
03 — Architecture
API architecture
An Entra ID app registration provides OAuth for Graph API access. SSO uses OpenID Connect. Graph change notifications (webhooks) inform the ERP of calendar or file changes.
Teams notifications are posted through Graph or incoming webhooks with adaptive cards for approvals.
04Reliability
Authentication, errors and retries
01
Authentication
Entra ID app registration with delegated or application permissions scoped to what's needed; admin consent recorded. Secrets or certificates rotated.
02
Error handling
Expired subscriptions, permission errors and throttling are detected and logged; subscriptions renewed automatically.
03
Retry strategy
Throttled requests retried using Graph's retry-after guidance.
05 — Data mapping
Field mapping essentials
| Microsoft 365 | ERP |
|---|---|
| Entra user (UPN) | ERP user login |
| Outlook message | Chatter / message on record |
| Calendar event | Activity |
| SharePoint item | Attachment link |
| Teams channel | Notification target |
06 — Automation
Automation opportunities
- Provision and deprovision ERP users from Entra groups
- Post approval requests to Teams with action buttons
- Save signed contracts to SharePoint automatically
- Log customer emails against open deals
07 — Security
Security considerations
Least-privilege Graph permissions, conditional access policies through Entra ID, and audit logs of access.
Related
Where this integration fits
Other integrations
Often connected together
Google WorkspaceGmail, Calendar, Drive and Google sign-in integrated with your ERP.Power BIManagement reporting on ERP data in Power BI with a clean model, refresh and row-level security.DocuSignSend ERP quotes, contracts and agreements for signature and store signed copies automatically.ZoomSchedule Zoom meetings from ERP records and log meetings against customers and projects.
Insights
Related reading
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FAQ
Frequently asked questions
Can we use our Microsoft accounts to log in?
Yes, via single sign-on with Entra ID.
Can approvals happen in Teams?
Yes, with notifications that link or act on ERP approvals.
Can documents stay in SharePoint?
Yes, linked to ERP records rather than duplicated.
Next step
Connecting Microsoft 365 to your ERP?
Describe the data that needs to move and who owns it. We will propose a design with error handling and monitoring included.