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SharePoint Integration

Unlock seamless collaboration and intelligent automation with our SharePoint Integration services. Designed for organisations using Microsoft 365, our solutions connect SharePoint with Power Platform to streamline document management, approvals, and data workflows. Whether you’re automating business processes, managing version-controlled documents, or using SharePoint Lists as a secure data source, our expert consultancy ensures your systems work together efficiently and securely.

SharePoint Integration with Power Platform enables businesses to automate workflows, manage documents with precision, and centralise data across departments. At PowerTech365, we specialise in delivering tailored integration services that connect SharePoint with Power Automate, Power Apps, and Power BI — helping organisations improve productivity, compliance, and collaboration.

Benefits of SharePoint Integration

Integrating SharePoint with Power Platform unlocks a wide range of operational and strategic advantages:

Automated Workflows

Replace repetitive manual tasks with intelligent, event-driven flows using Power Automate, enabling faster processing and reducing human error across departments.

Centralised Data Management

Leverage SharePoint Lists as structured, secure, and scalable data sources for Power Apps, ensuring consistent data handling and simplified access across your organisation.

Document Control & Compliance

Implement robust versioning, metadata tagging, and permission-based access controls within SharePoint to maintain compliance and ensure document integrity.

Improved Collaboration

Enable real-time document sharing, editing, and communication across Microsoft Teams and Outlook, fostering seamless collaboration between remote and in-office teams.

Scalable & Secure Architecture

Deploy solutions that grow with your business, using SharePoint’s flexible architecture and Power Platform’s governance tools to maintain security and performance at scale.

Use Cases for SharePoint Integration

Our consultancy delivers SharePoint integration solutions across industries. Here are some common scenarios:

Document Management

Document Management & Version Control

Automated document workflows built on SharePoint libraries support structured storage, version control, and metadata tagging. Secure access across departments is maintained while ensuring compliance and full audit visibility.

Approval Workflows

Approval Workflows

Tailored approval processes powered by Power Automate and SharePoint Lists streamline multi-step authorisations for HR, finance, and procurement. Automated notifications and tracking keep stakeholders informed and accountable.

Dashboards

Data Collection & Reporting

Custom Power Apps interact with SharePoint Lists to capture and manage business data efficiently. Integrated Power BI dashboards provide real-time insights for operational and strategic decision-making.

Systems

Integration with Existing Systems

SharePoint is connected with Microsoft Teams, Dynamics 365, and third-party platforms to enable seamless data exchange, reduce duplication, and maintain a single source of truth across the organisation.

Our Process

Our streamlined six-stage process is designed to ensure the seamless implementation of Power Platform solutions, guaranteeing project success from start to finish. We work closely with you throughout each phase, providing expert guidance, transparent communication, and tailored support to align with your specific needs and objectives. With our structured approach, we deliver efficiency, quality, and impactful results.

Discovery

We begin by working closely with our clients to understand their business challenges and goals. Through consultations and process evaluations, we identify how Power Platform can streamline operations and drive efficiency. With a clear vision in place, we lay the groundwork for delivering impactful, results-driven solutions.

Preparation

Before development begins, we focus on building a strong foundation for success. This may include setting up environments, migrating test data, or creating a proof of concept. By establishing clear frameworks and guidelines upfront, we ensure a smooth transition into the next phase.

Design & Development

With a defined plan in place, we design and develop intuitive solutions tailored to each client’s needs. Phase 1 begins with user-friendly Power Apps based on insights from discovery. Through iterative refinement, we ensure the solution aligns with business objectives and delivers scalable, real-world results.

Testing & Acceptance

Before deployment, we conduct thorough internal testing to ensure reliability, security, and performance. We then guide clients through User Acceptance Testing (UAT), validating the solution against expectations. Any refinements are made to ensure a seamless transition to implementation.

Maintenance & Support

Once live, we provide ongoing maintenance, support, and updates to ensure smooth operation. Proactive monitoring helps resolve issues early, while regular enhancements keep the platform efficient. We’re always available to adapt solutions as business needs evolve.

1.

Discovery

We begin by working closely with our clients to understand their business challenges and goals. Through consultations and process evaluations, we identify how Power Platform can streamline operations and drive efficiency. With a clear vision in place, we lay the groundwork for delivering impactful, results-driven solutions.

2.

Preparation

Before development begins, we focus on building a strong foundation for success. This may include setting up environments, migrating test data, or creating a proof of concept. By establishing clear frameworks and guidelines upfront, we ensure a smooth transition into the next phase.

3.

Design & Development

With a defined plan in place, we design and develop intuitive solutions tailored to each client’s needs. Phase 1 begins with user-friendly Power Apps based on insights from discovery. Through iterative refinement, we ensure the solution aligns with business objectives and delivers scalable, real-world results.

4.

Testing & Acceptance

Before deployment, we conduct thorough internal testing to ensure reliability, security, and performance. We then guide clients through User Acceptance Testing (UAT), validating the solution against expectations. Any refinements are made to ensure a seamless transition to implementation.

5.

Maintenance & Support

Once live, we provide ongoing maintenance, support, and updates to ensure smooth operation. Proactive monitoring helps resolve issues early, while regular enhancements keep the platform efficient. We’re always available to adapt solutions as business needs evolve.

Seamless Fit with Microsoft 365

SharePoint Integration services are delivered to work natively within your existing Microsoft 365 environment, ensuring smooth interoperability with platforms like Teams, Outlook, and Dynamics 365. Solutions are designed to enhance collaboration, automate workflows, and centralise data without disrupting day-to-day operations.

Hybrid environments are fully supported, allowing SharePoint Online to operate alongside on-premises systems. This ensures secure synchronisation, compliance with governance policies, and flexibility for organisations transitioning to the cloud or maintaining mixed infrastructure.

View Our Other Case Studies

Real results for real businesses

FAQ

What types of workflows can be automated?

Common workflows include document approvals, onboarding processes, leave requests, expense authorisations, and data collection — all tailored to your business needs.

Can SharePoint Lists be used as a data source for Power Apps?

Yes. SharePoint Lists are ideal for storing structured data and can be securely connected to custom Power Apps for data entry, management, and reporting.

Do you offer integration with Microsoft Teams and Outlook?
Absolutely. Our solutions enable seamless communication and notifications via Teams and Outlook, ensuring users stay informed and engaged throughout automated processes.
What support is available after implementation?

Ongoing support is included, covering troubleshooting, enhancements, user training, and documentation to ensure long-term success and adoption.

Can you customise solutions for specific departments or industries?

Definitely. We tailor every integration to suit your operational structure, whether you’re in finance, healthcare, education, or any other sector.

Get In Touch

Let’s see if we can help with your next project

Get In Touch

Let’s talk. Send us a message, and we’ll help you explore the best Power Platform solution for your business

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