Microsoft 365 integrations.

Start with the handoff

A file arriving in a library is only one step. Someone may still need to check its contents, identify the owner, record an exception and prepare the next action. We map those decisions before choosing the Microsoft components.

Possible starting points

• An intake process that connects a document with its required fields, responsible person and review status.
• A SharePoint-based register that gives a team a consistent view of outstanding work and evidence.
• A Teams entry point that brings people to the relevant record instead of another disconnected status message.

Check the environment before promising the connection

The design depends on the actual tenant, source systems and approved identities. We check app access separately from access to the underlying data. Connector behavior, API limits, licensing and organizational policies are reviewed client by client; a familiar product name does not settle those questions.

SharePoint, a Power App, an automation flow and a custom application serve different purposes. We choose the combination around the operation, with clear ownership of connections and ongoing support.

Make permissions and actions explicit

The first phase specifies what can be read, what can change, who can review and which actions require approval. It identifies the source of truth and how a person can find the original record. Notifications, shared access and writes to another system each need an agreed purpose and destination.

Verify the result from the user’s side

A sandbox is tested with the intended roles and authorized sample data. We check missing permissions, duplicate submissions, changed records and failed connections. A screen saying ‘saved’ is followed by checking the actual destination. Feedback, fixes and acceptance stay tied to the agreed phase before a live release.