We build Microsoft 365 automation for companies past $1M in revenue running M365 as the enterprise productivity backbone - Outlook for email, Teams for comms, SharePoint and OneDrive for documents, Excel for ops, and Power Automate for the automation layer that’s already in the box. Most of the work isn’t in any one product. It’s stitching M365 to your CRM, billing, ITSM, and project tools without leaving a fragile mess of personal flows behind.
If you need an MSP for endpoint and licensing management, we’re not the right call. If you have M365 as your operational layer and want it properly automated with the rest of your stack, that’s exactly what we do.
What we automate with Microsoft 365
Each pattern below ships in production with monitoring, not as a personal Power Automate flow on a single user account.
- Outlook-driven workflows. Inbound email parsing for orders, RFPs, vendor approvals, applications - turning a free-text email into a structured record in your CRM or ITSM. Shared mailbox routing for ops@, billing@, support@. Outbound merged templates pulled from a source of truth, not from a sales rep’s drafts folder.
- SharePoint as a controlled document layer. SharePoint Lists used as structured data for ops workflows, document libraries with auto-applied metadata and retention policies, and folder structure created on a CRM trigger (new customer → new site / library / folder). Permissions managed by group, not by individual share.
- Teams as the ops layer. Teams channels created on Closed-Won with the right internal members, channel-based approvals via Adaptive Cards, Teams bots for slash-command-style lookups against your CRM, and notification routing that respects the noise budget.
- Excel scripts for the long tail. When a workflow lives inside a single Excel file or a small set of them, Excel Office Scripts (TypeScript runtime, scheduled and triggered from Power Automate) is often cleaner than a full integration. Version-controlled, narrowly scoped, and documented.
- Power Automate flows that don’t break. Most M365 orgs are full of cloud flows owned by individuals who’ve since left. We replace those with service-account-owned, environment-scoped flows with proper error handling, retry, and run-history monitoring. We use Power Automate Desktop only when there’s no API and the price of fragility is acceptable.
- Approval workflows in Teams or Outlook. Discount approval, vendor approval, expense, PTO, contract review - surfaced as a Teams Adaptive Card or an Outlook actionable message, with the decision written back to the system of record and an audit log on the originating record.
- Power Apps for ops-team interfaces. When an ops team needs a structured app on top of Dataverse, SharePoint Lists, or SQL - field service forms, inspection workflows, approval queues - Power Apps is often the right answer instead of a custom front-end build.
- Graph API integration. The Microsoft Graph is the proper API surface for everything M365 - users, mail, calendars, files, Teams, planner. When the integration crosses M365 and another system at meaningful scale, we move the orchestration off Power Automate and onto the Graph API directly with proper auth (app registration with the narrowest permissions), pagination, and retry.
How we work with Microsoft 365
Three layers, and we name which layer each problem sits in.
Layer 1: native M365. Power Automate for the in-platform cases. Office Scripts for Excel-bound logic. Adaptive Cards for in-Teams/Outlook UX. Power Apps for ops-team interfaces on Dataverse or SharePoint. SharePoint Lists for structured data when a dedicated DB would be overkill. Everything in a managed environment, owned by a service account, with run-history monitoring.
Layer 2: cross-system orchestration via Graph and iPaaS. When the workflow crosses M365 and one or more external systems at scale, we move the orchestration to n8n or custom code against the Graph API. Power Automate is fine for low-volume cross-system flows; the moment it’s running thousands of operations a day or has SLA expectations, the operational overhead of Power Automate’s run-history and licensing model makes a real backend the better call. See our n8n automation guide for the patterns.
Layer 3: custom builds against Graph. When the workflow needs something Power Automate and iPaaS can’t express cleanly - Teams bots, internal portals over M365 data, AI agents that read inboxes and act - we build it as a service against the Graph API with proper auth (app registration with delegated or application permissions, Conditional Access aware), retry, and observability.
Discovery is one to two weeks. Most M365 engagements start with a Power Automate audit (most tenants have dozens of personal flows owned by ex-employees) and a tenant-level governance review. We scope per system and ship in priority order.
Common integrations
Where M365 meets the rest of your stack:
- Salesforce - Outlook activity logging, SharePoint document attachments, Teams deal channels, and Excel-backed finance extracts. Sibling: Salesforce automation.
- HubSpot - Outlook capture, SharePoint document storage, and Teams notifications. Sibling: HubSpot automation.
- Slack - when half the business uses Slack and half uses Teams, we build cross-posting and federation. Sibling: Slack automation.
- QuickBooks, Xero, NetSuite, Dynamics 365 Finance - Excel as a CFO-readable layer, SharePoint folder structure per customer, vendor approval flows in Teams. Sibling: QuickBooks automation.
- ServiceNow, Jira Service Management, Freshservice - ticket creation from Outlook, status updates in Teams, change-approval flows.
- Adobe Sign, DocuSign - auto-generated Word documents sent for signature, signed PDFs filed in SharePoint.
- Stripe, Chargebee - payment events into a Teams channel, vendor approval routing, MRR digests.
- Asana, ClickUp, Monday, Planner - task creation from Outlook flags, status updates in Teams channels.
- Your data warehouse (Azure Synapse, Snowflake) - Excel as a writeable interface, Power BI dashboards over the same data.
What makes a 2V engagement different from a Microsoft partner
Most Microsoft partners are licensing resellers, MSPs, or implementation shops focused on Microsoft-stack rollouts. We’re operations engineers who work across stacks. Practical differences:
- We’re operations-first. Each engagement names operational outcomes and ROI targets. We don’t bill by certified-resource-hour.
- We own the automations end-to-end after delivery. Personal Power Automate flows owned by ex-employees are the #1 source of broken automation we find in M365 tenants. We replace them with owned, monitored, environment-scoped flows. See our operations automation pillar.
- We work with your existing IT and M365 admin. They keep ownership of tenant settings, Conditional Access, licensing, and security. We take the automation and integration work.
- We don’t push you off M365. If you’re on M365, we make it work. If you’re considering Google Workspace instead, we’ll give you the honest read - but our default is fix-what-you-have.
- We’re cross-stack. When the workflow leaves M365, we don’t stop. The integrations with Salesforce, QuickBooks, your warehouse - same engagement.
When to hire us vs hire in-house
Hire a full-time M365 admin or Power Platform developer when you have predictable, repeated work - tenant policy, licensing, ongoing Power Automate and Power Apps maintenance - and at least 30 hours a week of it. Most $1M-$20M companies don’t have the volume; many over $20M do.
Hire us when:
- Your Power Automate footprint is dozens of personal flows nobody owns and you need to consolidate.
- You need Teams bots, Graph API integrations, or a Power Apps build and don’t want a developer on payroll for it.
- The workflow crosses M365 and 2+ other systems and your admin can’t own all of them.
- You’re moving from a fragile Power Automate Desktop posture toward proper API-based automation.
- You’re past $1M in revenue and the M365 automation gap is costing more than the engagement.
Pricing & engagement
We have a $5k project minimum. A typical single-system install - say, the inbound RFP workflow with Outlook parsing, SharePoint filing, Teams routing, and CRM record creation - runs $15-50k depending on scope. Retainers for ongoing operation start at $1k/mo. A Power Automate consolidation engagement (auditing and replacing personal flows) usually sits in the $15-25k range.
We don’t quote off a phone call. The Efficiency Scorecard gets us to a real number - 10 minutes of inputs and you’ll see where the highest-ROI M365 work lives. The ROI calculator gives a rougher pre-engagement estimate.
FAQ
Do you build with Power Automate or against the Graph API directly?
Both. Power Automate is the right answer for low-volume, in-tenant workflows and the standard approval / notification patterns. We move to the Graph API directly when the workflow is high-volume, has SLA expectations, or needs logic that Power Automate expresses poorly. The decision is per-workflow, not per-tenant - most engagements have some of each.
Can you work with our existing M365 admin?
Yes - that’s the default. Your admin keeps tenant settings, Conditional Access, licensing, and security policy. We take the automation and integration work.
How long does a typical M365 automation project take?
The first system goes live in 4-6 weeks. A full automation backbone - Outlook routing, SharePoint document automation, Teams approvals, cross-system sync - takes 4-8 months installed in priority order.
Do you do Power Apps?
Yes. Canvas apps for ops-team interfaces on Dataverse, SharePoint Lists, or SQL. Model-driven apps when the data model is rich enough to justify it. We’re realistic about when Power Apps is the right answer versus a custom build - Power Apps shines for internal ops apps with modest UX needs and a tight integration to M365.
What about Power BI?
We do Power BI when it’s part of an automation engagement (dashboards over the data we just wired up). We don’t do standalone BI consulting - for a dedicated BI practice you want a BI specialist.
Will the automations respect our Conditional Access policy?
Yes. App registrations are scoped down to the narrowest permission set the workflow needs. Service accounts (or app-only auth) are used so personal accounts aren’t blocked by MFA prompts mid-flow. We work with your IT team on Conditional Access exceptions when needed, rather than around them.
Can you migrate us from G Suite/Workspace to M365 or vice versa?
We can scope the migration but it’s not our primary practice. If migration is the main deliverable, we’d rather partner with a specialist. If you’re staying on M365 and need the automation layer, that’s our lane.
Do you cover Dynamics 365?
Lightly. We handle integrations between Dynamics and the rest of your stack - for example, Dynamics 365 Sales as the CRM and Power Automate flows that connect it to billing or service. For deep Dynamics customisation (workflows, plugins, custom entities at scale), we’d partner with a Dynamics specialist.
If Microsoft 365 is the productivity layer your business runs on but the automation gap is costing more than it should, the Efficiency Scorecard is the right next step. Ten minutes in, you’ll see where the highest-leverage M365 work lives. If your stack also leans on Salesforce, HubSpot, or QuickBooks, the scorecard maps those too.