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Salesforce M365 Integration

Unify Salesforce and M365 for a Single Source of Truth

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Your Salesforce & M365 Operations Connected. Secure. Optimised.

When content is scattered across CRM and collaboration tools, employees waste up to 23 minutes per search and spend 20–40% of their day finding documents instead of delivering value. Our Salesforce M365 integration service unifies, secures, and governs business content, enabling faster decision-making, lower costs, and improved compliance.

Aligned Value

  • Simplify integration architecture, lower license spend, and improve IT agility.
  • Gain governed, unified datasets for analytics and compliance.
  • Deploy secure, scalable integrations without re-platforming.
  • Maintain consistent security policies and audit trails across platforms.

One Platform.
Endless Possibilities.

SAP powers mission-critical operations across industries, but integration with Microsoft 365 transforms it into a collaborative, insight-driven hub for enterprise efficiency.

 Faster Decisions

Access and act on the right document instantly from within Salesforce records, eliminating wasted search time and reducing decision cycles. Integrated indexing and metadata ensure that the most current, relevant version is always surfaced first.

Lower Costs & Higher ROI

Save up to 55% by offloading large files from costly Salesforce storage to Microsoft 365 without losing context or links. Maximise existing M365 investments by enabling users to work on Salesforce-related files directly in familiar tools like SharePoint, Teams, and Outlook.

Compliance Built-In

Enforce governance automatically with rules-based tagging, retention, and audit trails that travel with the document across both platforms. Reduce regulatory risk by ensuring every file meets industry standards and remains discoverable for audits.

Collaboration Without Silos

Enable teams to co-author and share Salesforce-linked documents in real time, regardless of location or department. M365’s co-authoring features and Teams integration mean updates happen faster, with full version control and context preserved.

Feature Set & Capabilities

Our Salesforce M365 integration delivers a connected, compliant, and productivity-focused platform by uniting CRM precision with M365 collaboration. These capabilities streamline content access, automate workflows, and apply enterprise grade governance so your teams can work smarter, faster, and with complete confidence in their data. Move Salesforce-linked documents, emails, and metadata into Microsoft 365 without loss of context, version history, or structure.

SharePoint & Teams Integration

Provide Salesforce record-linked content access directly within SharePoint, Teams, and other Microsoft 365 apps employees already use.

Metadata Enrichment & Deduplication

Improve search, governance, and reporting accuracy by enriching Salesforce-linked files with consistent metadata and removing duplicates.

Process Automation

Use Microsoft Power Platform to automate approvals, notifications, and workflows triggered by Salesforce events or record updates.

Portal Creation

Build tailored portals for sales, service, marketing, or partner teams to access and collaborate on Salesforce-linked content in SharePoint.

Governance Mapping

Apply Microsoft Purview retention, classification, and compliance controls to Salesforce-linked documents for regulatory alignment.

 

Unified Analytics

Enable Salesforce and Microsoft 365 to work together seamlessly, delivering combined insights with governance, scalability, and adoption built in.

Cross-App Content Surfacing

 View Salesforce related content inside Teams, Outlook, and Viva to improve productivity and user adoption.

Data & Document Migration

Move Salesforce-linked documents, emails, and metadata into Microsoft 365 without loss of context, version history, or structure.

What Our Clients Say

“QUOTE.”

Gijs Boudens
Bionical Emas
Migration from IBM FileNet to SharePoint Online

Core Service Offerings

Our core services are designed to ensure your Dynamics 365 environment is not only migrated with precision, but also optimised for seamless integration, intelligent automation, and long-term governance.

SAP Content Migration

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SAP + Content Services Integration

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AI & Workflow Enablement

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Governance & Compliance Frameworks

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Integration Managed Services

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Salesforce & M365 Content & Collaboration Enablement 

Proventeq offers an integrated approach to Salesforce + M365 success by aligning content, data, and AI services into a unified service model:

  • Data Discovery & Cleanse – profile, deduplicate, and validate Salesforce linked documents and enterprise datasets.

  • Metadata-Driven Migration – bring structure and intelligence into M365 for enhanced collaboration on Salesforce content.

  • M365 Coexistence – connect SharePoint, Teams, Viva, and Outlook directly to Salesforce related workflows.

  • Portals & Experiences – deliver client-facing or internal dashboards that blend Salesforce data, documents, and workflow logic.

  • AI Activation – enable summarisation, classification, and Copilot prompts using well-governed Salesforce content.

  • Governance & Policy Mapping – apply Microsoft Purview across Salesforce linked content to enforce compliance and information protection.

Content sprawl and storage bloat are increasing integration costs and compliance risks. With employees spending 20–40% of their time searching for documents, unified platforms like Salesforce and M365 deliver faster decisions, lower costs, and better compliance.

Industry-Specific
Salesforce Solutions

Our SAP + Microsoft 365 solutions are built to meet the unique needs of your industry, enabling secure, governed, and workflow-driven experiences that connect people, processes, and content.

Manufacturing

Cut average document retrieval time from 15 minutes to 30 seconds.

Global Financial Services

Reduced Salesforce storage costs by 45% in 6 months.

Public Sector

Migrated 2M+ records without data loss or downtime

Healthcare

Achieved 100% compliance tagging for regulated documents.

Retail & Supply

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Let’s Build Intelligent CRM Experiences Together

Integrating SAP with Microsoft 365 brings content, collaboration, and compliance together in one intelligent platform. Proventeq makes your ERP smarter, more accessible, and aligned to your business goals.

We are always here to answer your questions.

Proventeq experts will be in touch shortly after your first communication to establish a consultation or demonstration of products and services.

UK & Europe
+44 118 907 9296
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RG6 6BU, UK
US & Canada
+1 949 403 3180
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Middle East & Africa

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