Join Your ERP and M365 At The Hip

m365 and erp

Tuesday, January 26, 2021

12 - 1 PM EDT

Do you utilize Microsoft 365 for your org-wide collaborations but find it is decoupled from your main Enterprise Resource Planning (ERP) solution? You're not alone, we speak with many organizations that have a main ERP solution that acts as the system of record for their organization yet it is completely siloed from Microsoft 365. Whether your ERP solution is custom built or a commercial product, it likely has the integration points that can streamline how you're setup to conduct your collaborations with a client or on a project. 

Our vision is for the two systems to be joined at the hip. ERP solutions play crucial roles within organizations and are typically at the center of processes. Those functions can include:

  • Purchasing and Sales Management
  • Inventory Management
  • Project Management
  • Manufacturing Process
  • Client Tracking
  • Supply Chain Management

The value of integrating the two is that when a process has been initiated within an ERP, it can trigger a series of workflows that sets up everything in Microsoft 365 so the work can begin. This could take the shape of creating a new Team and SharePoint Site, Planner, OneNote, etc. This can be further extended by templating the Microsoft 365 applications. 

In this webinar, we will review:

  • Value of joining ERP and M365 at the hip
  • Using Logic Apps to connect an ERP to M365
  • Teams messages to key stakeholders to notify them of the initiated Teams creation
  • Passing key ERP parameters into an automated provisioning process
  • Extranet User Manager integrated to support structured external sharing 

We hope that you'll join our conversation!


Peter Carson headshot

Peter Carson

Peter Carson, President of Extranet User Manager and a Microsoft MVP, is a recognized expert in Office 365, SharePoint, and Extranet strategies. Read Peter's full bio and check out some of EUM's recent articles and blogs for all things Microsoft and extranet related.

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