SharePoint Integration Services
Built to keep running after go-live, not just at the demo
Most teams don’t have a SharePoint problem โ they have a disconnected systems problem. Customer data sits in the CRM, project files sit in SharePoint, tickets sit in the ITSM tool, and someone on your team is the human API stitching it all together by hand every day.
Prakash Software Solutions Pvt. Ltd (PSSPL) provides SharePoint integration services that connect SharePoint to the CRM, ERP, BI, and collaboration tools your business already runs on, so data moves automatically instead of being re-typed. With more than 25 years of enterprise software development experience and intimate knowledge of the Microsoft technology ecosystem, we develop SharePoint integration solutions that are built to withstand the harsh truths of implementation โ permissions, field renames, Microsoft platform updates, and all the other surprises your perfect demo wonโt show you.
We work with businesses in the US, UK, and Australia across financial services, healthcare, manufacturing, retail, and professional services. For the full picture of our platform capabilities โ intranets, migration, governance, Copilot โ see our SharePoint development services .
About Prakash Software
25+
Years of enterprise software delivery
50+
AI and engineering experts
200+
Projects delivered across the Microsoft ecosystem
40+
Countries served globally
4.5
Review rating on Clutch and Google Reviews
Microsoft Solutions Partner
Data & AI ยท Digital & App Innovation
ISO 9001:2015 & ISO 27001:2022
Certified and Microsoft Solutions Partner
Global development centers
Offices in USA, UK & Australia
What We Integrate SharePoint With
CRM integration
Dynamics 365, Salesforce, Zoho CRM, Pipedrive, SAP CRM, Oracle Sales Cloud
ERP integration
SAP, Oracle, Epicor, Sage, and custom or legacy ERPs
DMS integration
OneDrive for Business, Box, Alfresco, M-Files, Zoho Docs
ECM integration
OpenText, Laserfiche, Nuxeo, Citrix ShareFile
Project management integration
Asana, Trello, Microsoft Project, Wrike, Basecamp
BI integration
Power BI, Microsoft SQL Server, Tableau, Qlik
ITSM integration
Jira, Zendesk, BMC
Collaboration & communication
Teams, Outlook, Slack, Yammer
Custom and legacy systems
any platform with an accessible API, database, or file interface
Our SharePoint Integration Services
As a SharePoint integration company, we cover the most common integration needs enterprises run into โ and we take on custom, non-standard integration projects just as often. We begin each integration project by understanding your real data flows.
CRM Integration
Integration between SharePoint and your CRM system will transform fragmented customer data into one easily searchable location. The sales team and other departments can enjoy centralized document storage, collaborative client spaces, and all the details on the client without leaving the application. We have integrated SharePoint with Microsoft Dynamics 365, Salesforce, Zoho CRM, Pipedrive, SAP CRM, Oracle Sales Cloud, and many custom-made CRM applications.
ERP Integration
With integration of SharePoint with your ERP system, daily collaboration is no longer dependent on manually entering into three systems. This results in less manual entry, fewer errors due to conflicting information and allows users to access content related to ERP even when they are outside the ERP system itself. Some of the ERPs that we have integrated are: SAP, Oracle, Epicor, Sage and legacy or custom ERPs.
Document Management System (DMS) Integration
Connecting SharePoint to a Document Management System such as OneDrive for Business, Box, Alfresco, M-Files, or Zoho Docs ensures that there will not be duplication of files stored in two different locations. There is an automatic synchronization process between the cloud-based system and the on-premises storage facility, proper version history, and the ability to collaborate on documents offline.
Enterprise Content Management (ECM) Integration
When there is no integration between SharePoint and another ECM system operating independently of it, there will be duplicity of content and fragmentation of searches. Integration of SharePoint with OpenText, Laserfiche, Nuxeo, or Citrix ShareFile gives users single sign-on across both environments and one federated search that actually finds what they're looking for.
Project Management (PM) System Integration
Our system integrates SharePoint with Asana, Trello, Microsoft Project, Wrike, and Basecamp to provide project managers with all the benefits of document and content management offered by SharePoint without switching from their chosen PM solution. They remain aligned regardless of whether they use a certain device or location.
Business Intelligence (BI) Integration
SharePoint becomes a much more useful reporting hub when it's connected to Power BI, Microsoft SQL Server, Tableau, or Qlik enables you to create a centralized place for report storage and distribution. Your decision-makers will be able to make decisions based on relevant information without requesting an export from your colleagues.
IT Service Management (ITSM) Integration
SharePoint can operate the light ticketing process by itself; however, for large volume service desk, integration of SharePoint with Jira, Zendesk, or BMC is a more efficient choice โ providing support staff with capabilities of document management and communications along with proper ticketing.
Other Integration Options
Email systems (Outlook, Exchange, Gmail), collaboration software (Teams, Yammer, Slack), social media networks (LinkedIn, X, Facebook), Learning Management Systems (Moodle, TalentLMS, Canvas), Content Management Systems (WordPress, Drupal, Joomla), as well as any other system with API or file/database access.
Achievements and Industry Accolades
Integration Methods We Use
Microsoft Graph API
The current standard for connecting SharePoint Online with Microsoft 365 apps and external systems. This is our default approach for cloud-native integration work, covering everything from file operations to user and permissions data.
Power Platform (Power Automate & Power Apps)
For workflow automation, approval routing, and custom interfaces on top of SharePoint data โ without heavy custom development where a native connector already does the job.
REST and .NET Client APIs
This solution can be used for custom application development and integration with SharePoint if there is a need for direct and code-level integration with SharePoint.
Hybrid Integrations
For organizations running SharePoint on-premises and SharePoint Online side by side, so search, identity, and content stay consistent across both environments.
Custom Connectors & Middleware
For legacy databases, file-based systems, or platforms with no native API, where we build the bridge ourselves โ with proper error handling and monitoring from day one.
Our Microsoft Integration Specialization
We have 25+ years of deep Microsoft ecosystem expertise โ SharePoint, Azure, Power Platform, Dynamics 365 โ which gives us a real advantage when your integration touches more than one Microsoft product at once. Power Automate, Microsoft Graph, Azure Logic Apps, and Dataverse are native territory for us, not something we’re learning on your project.
Integration Reliability & Support
The most underrated phase of any integration project. We build:
Error Handling & Retry Logic
Re-attempts and failure handling in such a way that a failure in a single system shouldnโt result in the failure of the entire workflow.
Monitoring & Alerting
Tools to be able to see when a synchronization process has failed โ rather than discovering it three weeks later when it turns out that the numbers are wrong.
Permission & Security Auditing
Least privilege design and regular reviews of permissions of the account used for integration.
Change Management
Workflow for situations where a certain field was renamed, API version became deprecated or a whole system was changed โ rather than discovering it by trial and error.
Version & Update Compatibility
Continuous testing through Microsoft's SharePoint and Power Platform release cycle to avoid any unexpected problems due to an update.
Documentation & Handover
Complete documentation for each data flow process, so that the rest of your team (or the next vendor down the road) understands the integration process without having to start all over again.
This is not optional. Failure to monitor and error-handle integrations is the reason so many supposedly successful integration projects become support nightmares within a year. We build that in from sprint one.
Ready to Fix Your Disconnected Systems?
Partner with PSSPL โ the SharePoint integration company that blends enterprise architecture experience with practical, production-tested delivery. Whether it’s one CRM connection or a five-system integration hub, we can help you get there.
Start your integration project with PSSPL today.
Industry Use Cases
Industry-Specific SharePoint Integration Solutions
Financial Services Integration
Integration of CRM and documents with audit logs and controls for compliance purposes.
Healthcare Integrations
HIPAA-compliant integration of SharePoint with EHR-related applications and medical document repositories.
Manufacturing Integrations
ERP and BI integration that links up shop floor data with actual document and reporting systems used.
Retail Integrations
Integrations of CRM and DMS that maintain the synchronization of customer and inventory information between store and corporate teams.
Professional Services Integrations
Integrations for contract and document workflow in SharePoint, DMS applications, and practice management.
SharePoint Integration Success Stories
Explore how we’ve helped businesses connect SharePoint with the systems they run their operations on โ cutting manual work, closing data gaps, and giving teams one place to work from.
AI-Powered Project Management with Copilot
35% faster reporting and decision-making
Microsoft Copilot was implemented in our client’s project management system running on SharePoint to automate the generation of status reports and extract insights automatically. This saved our team hours of manually compiling the information, allowing us to concentrate on making decisions, instead, while ensuring consistency in reporting irrespective of who generated the reports at any point in time.
SharePoint + Microsoft Teams Collaboration Hub
40% improvement in team collaboration
SharePoint and Microsoft Teams were integrated into one platform, thus bringing collaboration, documents, and workflow under one roof, as opposed to having them in three separate places. This reduced the amount of switching around from one tool to another and enhanced visibility as people could now know what other people were up to without relying on anyone posting updates.
DMS & Custom Intranet Integration for a Validation Services Provider
50% faster document access and better compliance handling
We developed our document management system on SharePoint, which was linked to a customized intranet, and which was specifically designed for validation processes. The documents, which would have been difficult to find in the past, now became easily searchable and manageable. The version control and traceability features of this system also helped in making the compliance reviews a lot easier.
Interactive Visual Content Platform Integrated with SharePoint
45% increase in user engagement
An interactive image mapping tool was designed and was implemented on SharePoint. Visuals, which were complex and difficult for people to understand, became a part of a user-friendly system where people could go into an image and extract the data that they needed.
Choosing the Right Integration Method
We’re direct about which method we recommend, because a native connector is not always the wrong answer just because it sounds simple.
Our job is to recommend the integration method that fits your systems and budget โ not the one that’s most interesting to build. If a native connector solves your problem, that’s what we’ll propose.
Power Automate with native connectors โ fast, low-maintenance, no custom code needed
Microsoft Graph API or custom development โ native connectors throttle under heavy volume
Custom middleware or database-level integration โ the only realistic option when there's nothing to connect to
Custom API development โ visual workflow tools get unwieldy past a certain complexity
Custom-built with explicit logging โ off-the-shelf connectors rarely give you the audit trail regulators expect
Power Platform first โ cheaper to build and maintain than custom code when it covers the requirement
Industries We Serve
At PSSPL, we deliver SharePoint integration solutions tailored to your industry’s specific compliance and workflow requirements.
Financial Services & Banking
Integration solutions for CRM and documents, designed with auditing, access control and compliance requirements as first-class design considerations, not afterthoughts.
Healthcare & Life Sciences
Integration of clinical, EHR-related and document management systems, taking into account HIPAA compliance.
Manufacturing & Industrial
Integration of ERP and BI systems, combining data from production, quality and supply chain processes with document systems.
Retail & eCommerce
CRM and DMS integrations to ensure data consistency for customers and inventory across teams and locations.
Professional Services & SaaS
Contract and document workflow integrations between SharePoint, DMS platforms, and practice or project management tools.
Logistics & Supply Chain
ERP and PM systems integrations to ensure that scheduling, routing, and fulfillment data are consistent with documents stored in SharePoint.
SharePoint Integration Cost Guidance
1. Number of systems involved
Connecting SharePoint to one CRM is an entirely different ballgame compared to creating a hub integration with five CRMs.
2. Data volume and complexity
Synchronizing large amounts of data in real-time is expensive compared to scheduling and performing batches of data synchronization.
3. Authentication and security requirements
Regulated businesses often require higher standards when it comes to access control and auditing, which increases the development and testing time.
4. Custom vs. native connectors
Integration using already existing Power Platform connectors is cheaper and quicker than custom API development for a legacy system.
5. Ongoing maintenance requirements
An integration with monitoring, retry logic, and change management built in costs more upfront and significantly less in ongoing firefighting than one without.
Request a cost estimate for your integration project
We offer free scoping calls and fixed-scope proposals for well-defined integration projects. In the case of large-scale integration programs that have multiple phases, we follow a T&M sprint methodology with milestone-based billing.
Typical Engagement Models
Why Prakash Software Solutions for SharePoint Integration?
Ready to Talk Integration?
Not a generic inquiry form. A real conversation with someone who’s built SharePoint integrations that are still running years later.
Tell us what’s disconnected today. We’ll tell you honestly what it takes to fix it, roughly what it would cost, and whether we’re the right fit.
Frequently Asked Questions
SharePoint integration service links your SharePoint platform to other enterprise systems such as CRM, ERP, BI, ITSM, DMS, etc., making sure that the data exchange between them happens automatically without any manual work involved.
Almost any system that has an API, database or files interface โ CRM platforms (Dynamics 365, Salesforce), ERP systems (SAP, Oracle, Sage), BI tools (Power BI, Tableau), ITSM systems (Jira, Zendesk), collaboration software (Teams, Slack), as well as any other proprietary or legacy systems.
No, but when SharePoint is integrated into a CRM solution, it provides collaboration features added to the existing CRM that are sufficient for small groups without a separate DMS solution.
Yes, the default Dynamics 365-SharePoint integration enables management and storage of documents against Customer Engagement records, check in/out of documents, document version tracking, and management of documents settings within Dynamics 365.
A single-system integration typically takes 4โ8 weeks. Multi-system integrations with custom workflows and higher data volumes usually run 3โ6 months. We'll give you a realistic estimate after a scoping call.
Yes. If your legacy system has an API, we can connect it. Where there's no API, we look at database-level connections, file-based transfers, or middleware as alternatives.
We adopt the Microsoft security guidelines, which include OAuth 2.0 authentication, least privilege access, encryption of data on transit, and auditing as a matter of course, since we have the ISO 27001:2022 certification.
Yes. When there are several integrations to develop and support for the long run, you can hire a dedicated SharePoint developer, who will act as a part of your team, rather than developing each integration separately.
Backward compatibility is usually preserved at Microsoft, but since we develop integrations, we make sure that their updating wonโt break anything by having a compatibility monitoring process.
Yes, we perform a quick discovery and feasibility study which involves mapping out your existing infrastructure and providing recommendations for architecture & phase-wise plan - as a separate engagement prior to development.