AGENTS & AUTOMATION
Your CRM and Microsoft 365 should talk to each other. Right now, they don't.
Leads get captured in email but never make it to the CRM. Deal notes live in Teams while your CRM shows stale data. Your team spends hours on manual data entry that should happen automatically. We build secure automation connecting Microsoft 365 to Dynamics 365, Salesforce, HubSpot, and other CRMs so your systems stay in sync without constant human intervention.
THE DISCONNECT
When your CRM and M365 live in separate worlds
Most SMBs run their business in two disconnected universes. Customer data lives in the CRM. Team activity lives in Microsoft 365. The gap between them creates real problems.
Leads fall through the cracks
A prospect emails your info address or fills out a form on your website. That lead sits in an inbox or spreadsheet for days. By the time someone enters it into the CRM, the opportunity has moved on.
Duplicate data entry eats hours
Your sales team logs activities in Teams, then manually copies notes into the CRM. Your operations team enters the same customer info into multiple systems. Hours disappear on work that should happen once.
Stale CRM records
The CRM shows a deal status from two weeks ago. The real conversation happened in Teams, in email threads, or on phone calls that never got logged. Leadership makes decisions on data that no longer reflects reality.
No visibility between teams
Sales closes a deal but operations doesn't find out until days later. Customer support answers a ticket without knowing a renewal conversation is happening. Silos create friction and missed handoffs.
WHAT WE BUILD
Automation agents that connect your systems
Each agent is scoped to a specific workflow, built on Microsoft-native tools, and designed for your IT team to own after we hand it off.
Lead Capture Agent
Monitors incoming emails, forms, or Teams channels. Extracts lead information and creates records in your CRM automatically. No more leads buried in inboxes or spreadsheets waiting for manual entry.
OUTLOOK · TEAMS · DYNAMICS 365 / SALESFORCE / HUBSPOTDeal Handoff Agent
Triggers when a deal stage changes in your CRM. Notifies the delivery team in Teams, creates project folders in SharePoint, and populates kickoff checklists. Smooth handoffs without the chase.
CRM · TEAMS · SHAREPOINT · PLANNERActivity Sync Agent
Logs meetings, calls, and email interactions from Microsoft 365 back to the CRM. Sales reps stop spending Friday afternoons manually updating activity records.
OUTLOOK · TEAMS · CRMReporting Agent
Pulls data from both M365 and your CRM into unified reports. Pipeline coverage, activity metrics, and forecast accuracy in one place without manual reconciliation.
POWER BI · EXCEL · CRMBuilt on Power Platform connectors
We use Power Automate connectors to link Microsoft 365 apps with Dynamics 365, Salesforce, HubSpot, ServiceNow, SAP, and hundreds of other systems. Connectors are the standard integration layer your IT team already knows or can learn quickly.
Security and audit trails built in
Every automation authenticates via Microsoft Entra ID and respects the permission model of each connected system. Actions are logged. Sensitive data flows only through approved channels. Compliance requirements are addressed during design, not after something goes wrong.
SUPPORTED SYSTEMS
CRMs and business systems we connect
If your system has a Power Automate connector or a REST API, we can probably build automation for it. Here are the most common integrations.
Dynamics 365
CRMSalesforce
CRMHubSpot
CRMServiceNow
Service ManagementSAP
ERPCustom API
Other SystemsDon't see your system here? If it has a REST API, we can build a custom connector. Contact us to discuss your specific integration needs. Contact us to discuss your specific integration needs.
OUR PROCESS
From disconnected systems to reliable automation in 6–10 weeks
A structured workstream with clear deliverables at every phase. Built for handoff from day one.
Integration discovery
We map your current data flows between M365 and your CRM: where data lives, where it needs to go, and what manual processes fill the gaps. Output is a prioritized automation backlog with clear ROI justification.
- Map data touchpoints between M365 and CRM
- Identify manual processes causing friction
- Assess connector availability for your systems
- Prioritize by frequency × effort × business impact
Agent design
We design the automation architecture: triggers, data transformations, error handling, and approval requirements. Every design decision is documented in plain English so your IT team can maintain it.
- Define triggers and actions for each agent
- Map data transformations and field mappings
- Design error handling and retry logic
- Plan security scopes and permissions
Build and test
We build agents using Power Automate flows and Copilot Studio, running in your tenant. Parallel testing alongside manual processes validates accuracy before any production cutover.
- Build flows in your Power Platform environment
- Configure connectors with appropriate permissions
- Run parallel testing with manual processes
- Validate data accuracy and error handling
Pilot and validate
Each agent runs with a pilot group first. We measure accuracy, exception rate, and user adoption against defined success criteria before full deployment.
- Pilot with 10–20 users per agent
- Monitor accuracy and exception rates
- Gather user feedback on handoffs and visibility
- Confirm go/no-go criteria before rollout
Handoff and documentation
Full production deployment with complete runbooks: flow diagrams, connection references, error resolution guides, and escalation paths. Your IT team owns everything before we leave.
- Runbook for every automation
- IT training: monitoring, modifying, troubleshooting
- Connection reference documentation
- 30-day post-handoff support window
Every workstream follows this five-phase process. Clear outputs at every step.
WHAT YOU GET
Concrete deliverables.
Everything documented, tested, and handed off. Built to outlast the initial build.
Integration Backlog & Priority Matrix
Every automation candidate scored by frequency, effort, error rate, and business impact. Clear prioritization for what to build first and why.
Flows Built in Your Tenant
All automation built directly in your Power Platform environment. No external platforms, no subscription handoffs, no migration after delivery.
Runbook for Every Agent
Plain-English documentation: what each agent does, how to modify it, what to do when it fails. Written for your IT team, not a developer.
Monitoring Dashboard
Power Automate run history and alerting configured so your IT team can see flow status, failure rates, and exception counts at a glance.
IT Handoff Training
Live training session covering how to monitor, modify, and extend each automation. Includes troubleshooting guides and escalation paths.
Every automation ships with a runbook your IT team can use to own and maintain it.
RIGHT FIT
Built for teams that need their systems to talk to each other
This is for you if...
- You have Microsoft 365 and a CRM but they don't share data automatically
- Your team spends significant time on manual data entry between systems
- Leads or customer requests get lost because they're captured in one system but not the other
- Your CRM data is frequently stale or incomplete because updates happen elsewhere
- You have 50–500 employees and a Microsoft-centric environment
- You work in professional services, financial services, technology, or B2B services
This is probably not for you if...
- Your CRM and M365 are already fully integrated with reliable automation
- Your primary systems are entirely outside the Microsoft ecosystem with no integration options
- You need real-time bidirectional sync for thousands of daily transactions (that's a different scale of solution)
- You want a one-day workshop with no implementation follow-through
- You need enterprise-scale integration architecture. That is a separate, larger body of work. Use the contact page for research questions.
COMMON QUESTIONS
What people ask before they start
NEXT STEP
Stop manually shuttling data between systems. Build automation that keeps your CRM and M365 in sync.
The M365 + CRM automation workstream typically takes 6–10 weeks and delivers production agents with full runbook documentation, IT training, and a monitoring dashboard.
- Built on Power Platform connectors
- Runbook for every agent
- 30-day post-handoff support
