Can Teams connect to Dynamics 365 or ERPNext?

Yes. Teams can be connected to Dynamics 365, ERPNext, and custom software, either with existing connectors or with a custom app or bot when the workflow is specific to you.

Can you build a custom Teams app or bot?

Yes. When a standard connector does not cover a workflow, we build tabs, bots, or message actions for it.

Can approvals happen inside Teams?

Yes. Approval requests can be sent to Teams, answered there, and recorded back in the system they came from.

Do we need a specific Microsoft 365 licence?

It depends on what is being connected. Some connectors and Power Automate features need particular licences, and we check what your current plan covers before designing anything.

Microsoft Teams Integration

Bring your business systems into Microsoft Teams

Collaboration and data in the same place

Azrio Tech connects Microsoft Teams to your CRM, ERP, and internal tools, so people can look up records, get alerts, and approve requests without leaving Teams. We use existing connectors and Power Automate where they fit, and build custom apps or bots where they do not.

Book a free consultation See what we set up

Built around your systemsApprovals and alerts in channelsCustom apps and bots where neededSame team after go-live

Now vs automated

Why Teams and your business systems stay separate

Teams on its own

People switch apps to get anything done

A question about an order or customer means leaving Teams to look it up somewhere else.

Alerts arrive by email and get missed

Approvals and system notifications land in inboxes instead of where the team is already working.

Decisions and data are disconnected

A discussion in a channel never makes it back into the record it was about.

Teams integrated

Business data inside Teams

Customer, order, or ticket details available in the channel or tab where the conversation is happening.

Alerts and approvals in the channel

Notifications and approval requests delivered to Teams, with a response that updates the source system.

Conversations tied to records

Channels and tabs linked to the customer, project, or case they relate to.

What we set up

Teams integration, built around the tools you already run

What gets connected depends on your systems. These are the areas most integrations cover.

CRM and ERP inside Teams

Dynamics 365 or your ERP surfaced in Teams, so people can look up and update records without leaving the conversation.

Approvals and alerts in channels

Approval requests and system notifications sent to Teams, with the response recorded back in the source system.

Custom Teams apps and bots

Tabs, bots, and message actions built for your own workflows when a standard connector does not cover them.

Automation with Power Automate

Flows that post to channels, create records, or route requests, connecting Teams to the systems around it.

Files and SharePoint

Team files stored and organised in SharePoint, so documents shared in Teams are controlled and easy to find later.

Teams structure and governance

Teams and channels planned around your customers or projects, with sensible ownership, permissions, and naming.

How we work

From discovery to ongoing support

Five stages, starting with where work and data currently get separated.

Discovery

We find where people leave Teams to look something up or update a record, and which alerts and approvals matter most.

Design

We choose what is worth connecting and how: standard connectors, Power Automate flows, or a custom app or bot.

Build and connect

Integrations are built against your CRM, ERP, or internal tools, with permissions carried through so people only see what they should.

Training

Teams are shown the specific workflows built for them, not a general tour of Microsoft Teams.

Ongoing support

Changes, fixes, and updates as your systems and Teams evolve, from the same team that built the integration.

Common questions about Microsoft Teams Integration

It connects Teams to the systems your business runs on, such as a CRM, ERP, or internal tool, so data, alerts, and approvals appear in Teams and actions taken there update the source system.

Do you have more questions?

We're happy to walk through scope, timeline, and cost before you commit to anything.

Book a free consultation

Dynamics 365 CRM

Sales, customer service, and marketing in one platform, configured around your process.

Dynamics 365 Business Central

ERP for finance, inventory, sales, and purchasing, implemented for how you actually run.

SharePoint & Microsoft 365

Intranets, document management, and workflow automation on the Microsoft 365 you already pay for.

Let's talk

Ready to talk about your project.

Tell us what you're building or what's slowing you down. We'll get back to you with next steps, not a sales script.

Book a free consultation