This solution connects CRM with Microsoft Teams and SharePoint to enable collaboration around customer, project, and account data. Teams work where collaboration already happens, while conversations, documents, and decisions remain structured and connected to the CRM.

Instead of storing files in isolated CRM repositories or personal drives, documents are managed centrally in SharePoint and stay associated with CRM records. Information remains searchable, traceable, and governed over time.

  • Collaboration

    CRM data becomes the shared context for collaboration in Microsoft Teams. Teams can work together around accounts, projects, opportunities, offers, or tickets directly within their collaboration environment, without switching tools or losing context.

    Collaboration is not limited to CRM users. Legal, procurement, finance, or external partners can participate in context through Teams without requiring CRM licenses, while CRM remains the system of record.

  • Structure

    The integration automatically creates and maintains a collaboration structure that mirrors CRM entities. Teams can be created for accounts and projects, with dedicated channels for opportunities, offers, tickets, and related records.

    CRM sales and project teams are kept in sync as team and channel members, and changes in ownership or responsibility are reflected automatically. The right people are involved at the right time, without manual effort.

  • Documents

    All CRM-related documents are stored and managed in SharePoint rather than decentralized CRM document repositories. Files remain linked to the correct CRM records and benefit from SharePoint's versioning, access control, and real-time co-authoring.

    This allows teams to work on documents together using Microsoft 365 and Copilot while keeping everything connected to CRM context and eliminating version confusion.

  • Communication

    CRM workflows are directly connected to Microsoft Teams communication features. Users can initiate calls and chats from CRM records, and Microsoft Teams can be used as the telephony system.

    Incoming calls can trigger CRM actions such as opening the caller's record, launching a call center view, or starting a custom process. Communication becomes contextual, traceable, and actionable.

  • Deployment

    The solution is cloud-hosted in Europe (Frankfurt) and designed for fast, low-effort deployment. Setup is plug-and-play rather than a large integration project.

    A dedicated application is created in the customer's Microsoft Entra ID, while high-performance cloud components handle integration and orchestration. Only a small number of UI elements are added to the CRM, depending on which features are activated.

    No CRM upgrades or invasive changes are required. Once connected, the solution is ready to use and can be expanded incrementally.

  • Governance

    All access is governed through existing identity, permission, and security models. CRM remains the authoritative source for customer and project data, while Teams and SharePoint provide the collaboration and content layer.

    The result is faster collaboration, centralized documents, and no loss of context across systems.