CRM Calendar Integration: Meetings, Follow-Ups and Reminders
An 8-rep sales team cut calendar ping-pong from 5 hours a week to under an hour and lifted meeting logging from under 30% to near-complete with Google and Outlook CRM sync.
All Integrations
Microsoft Integrations
South African businesses run on Microsoft. We connect your CRM, accounting, and operational tools to Power BI for real-time dashboards, SharePoint for document automation including CRM deal-folder sync with durable links and metadata, Teams for collaboration workflows, Entra ID for single sign-on, Dynamics 365 for end-to-end ERP, and Microsoft Graph for Outlook calendar plus Outlook mail so meetings and sent or received emails auto-log on CRM contacts and deals with Entra ID consent and shared mailbox capture. Whether you need Graph API integrations, Power Automate flows, or Azure cloud services, we build the bridges that make your Microsoft investment work harder.
Power BI & Analytics
Embedded dashboards, dataflows, paginated reports, and Power BI Fabric integration with your business data.
SharePoint & Documents
Document libraries, metadata workflows, intranet portals, and SharePoint Lists as lightweight databases, plus CRM deal-folder automation with durable Graph link-back to HubSpot, Pipedrive, or Salesforce, metadata column sync with deal stage and owner, and broken-link prevention when libraries reorganise.
Microsoft Teams
Custom bots, tabs, connectors, telephony integration, and Teams as a notification hub for business events.
Entra ID & SSO
Single sign-on, SCIM user provisioning, conditional access policies, and MFA enforcement across your apps.
Dynamics 365
Business Central, Sales, and Customer Service integration with CRM, accounting, and e-commerce platforms, plus outbound Dynamics-to-Salesforce migration covering Dataverse export and dual-licence cutover.
Power Platform
Power Apps custom apps, Power Automate cloud and desktop flows, Dataverse, Copilot Studio AI agents, and Power Automate to Salesforce Flow rebuilds when exiting Dynamics.
Azure Cloud Services
Functions, Logic Apps, Service Bus, Cosmos DB, Blob Storage, Key Vault, and API Management for enterprise integration, plus Azure SQL Database and Managed Instance migrations from on-prem SQL Server (Hybrid Benefit, Extended Security Updates, and planned cutovers).
Microsoft Graph API
Unified API for mail, calendar, contacts, files, presence, and organisational data across Microsoft 365, including Outlook-to-CRM email logging, Entra ID consent flows, and shared mailbox capture without insecure IMAP.
Excel & Office Automation
Office Scripts, Excel add-ins, Word document generation, and automated report production from business data.
Microsoft 365 Admin
Licence management, tenant configuration, Intune device compliance, Purview data governance, and Exchange mail flow.
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Your CRM activity reports lie because reps skip meeting logs. One team lifted capture from 28% to 96%, cut forecast miss from 22% to 9%, and recovered R210,000 in staff time year one.