Best Practices for Integrating Microsoft SharePoint with Other Applications Back

Regardless of the providers of the systems and solutions, Microsoft SharePoint can be integrated.

Given that SharePoint is a crucial component of the Microsoft 365 family of products, they are all automatically connected. A user can interact with content from other MS 365 apps as well as content in SharePoint while logged into a SharePoint account. Yet, the default functionality of SharePoint might not be sufficient to execute a procedure that is peculiar to a given business or to display particular data from another Microsoft 365 product. New workflows must be created for these situations.

When conducting a survey, for instance, using SharePoint lists is the logical choice. Making a bespoke list takes effort, and figuring out how to share it outside of the intranet takes even longer. In this case, Microsoft Forms would be a better choice. With the help of this service, customers can easily create organized survey forms that can be distributed outside. The form will send responses to the intranet via its connection to SharePoint, where they will be added to lists and, if necessary, utilized by other apps.

To streamline workflows involving these tools, you can link the products that employees frequently use to SharePoint depending on your goals.

SharePoint interfaces with CRMs to help handle the paperwork related to sales and marketing activities. Client Relationship Management Systems (CRMs). Filling out proposals, contracts, or agreements typically demands time and meticulousness. When a new document for a client needs to be generated, the SharePoint integration with CRM enables sales and marketing teams to instantly import CRM data into document templates. This expedites document creation and reduces errors. Documents can also be stored on SharePoint by CRM users, saving space and money while also providing document version control.

SharePoint offers value and aids in managing dispersed data from business stakeholders when used with ERP software. Invoices, delivery slips, and receipts, for instance, can be published to SharePoint by a business partner or client and will be instantly identified, parsed, and transferred to the appropriate folders in an ERP system.

The transmission of accurate and timely information to the appropriate employees is ensured by the integration of SharePoint with HR planning systems. SharePoint offers employees individualized access to their records when used with an HR system. Employees can use the intranet to, for instance, see and book annual leave, update personal information, conduct performance reviews, and examine pay slips.

An IT helpdesk that is linked to SharePoint enables quick incident resolution for its users and a self-service approach. Employees can utilize pre-populated forms in SharePoint to rapidly and accurately create help desk tickets with incident details. Within SharePoint, employees may also follow the status of their support tickets. Additionally, when SharePoint and IT helpdesks are connected, IT professionals can synchronize knowledge bases and write staff manuals.

Searching for and uploading pertinent media assets from a DAM is required for creating articles, presentations, and other items to be shared within an intranet. SharePoint makes content management and distribution easier when coupled with a DAM.

When tasks are synced with project management systems, SharePoint increases team performance visibility and streamlines work. Employees can first locate their tasks from a project management system in SharePoint and monitor their progress. Second, a task management system can use SharePoint as a content repository. Tasks can be automatically created for files selected in SharePoint when an employee's job involves working with documents and files.

When you need to transfer data from an intranet to other systems or add external data to SharePoint, it is simple to expand SharePoint. In most circumstances, a third-party system can be connected to a SharePoint intranet if it supports integrations.

Depending on the system in question and the resources at hand, there are various ways for a business to integrate SharePoint with another system.

Within the Microsoft 365 ecosystem, Microsoft Power Platform brings together tools for data analysis, workflow automation, and developing new apps based on data and processes. For connecting the Microsoft 365 range of applications, including SharePoint, Power Platform combines a number of practical solutions. Organizations must buy a Power Platform license from Microsoft in order to use the Power Platform's data and products.

To construct automated workflows, Power Automate links SharePoint and other programs. More than 300 data sources, including the most popular Microsoft 365 and even non-Microsoft ones, can be linked with Power Automate.

With the aid of the Power Apps toolkit, users can easily create their own business applications and connect them to SharePoint lists and libraries, and other data sources. Such apps can use SharePoint as a document repository.