Custom software that works with Microsoft 365
If your team already lives in Outlook and Teams, new software should fit in there rather than add another inbox to check.
Discuss your projectJobs a Microsoft 365 connection can take off your plate
- Staff sign in with their existing Microsoft work account, with no new passwords
- Bookings go straight into the right person's Outlook calendar
- A Teams message goes out when a large enquiry or urgent job comes in
- Generated quotes and reports save to a SharePoint or OneDrive folder per customer
- An Excel workbook that's already the source of truth is read and updated directly
These are examples of what's possible. Your project starts with how your business works, not this list.
How it connects
Microsoft Graph is one API across Outlook mail and calendars, Teams, SharePoint, OneDrive and Excel files, with sign-in through Microsoft Entra ID. Your Microsoft 365 admin approves exactly what the app can access.
Good to know
- Admin consent is needed for some permissions. Whoever manages your tenant gets walked through it.
- Access can be limited to specific mailboxes or sites rather than the whole organisation.
Often connected alongside
Enquiries, quotes and customer activity landing in HubSpot without anyone retyping them.
XeroQuotes become invoices, and paid invoices move the job along on their own.
StripeDeposits, card payments and recurring billing built into your own booking or portal.
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