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Salesforce & Microsoft 365

Salesforce and Microsoft 365 are often already central to the business, but underused or messy. We help configure, automate, clean up, migrate, and hand over the parts that make day-to-day work smoother.

SalesforceMicrosoft 365SharePointPower PlatformApexPowerShell

When clients come to us

Platform work starts where daily use becomes messy.

We look at the setup users depend on every day: configuration, permissions, data quality, flows, files, workspaces, and the handover around them.

Salesforce can become difficult to work with when objects, fields, flows, and data quality grow without structure. We identify what is slowing users down, clean up what matters, and extend the platform only where it helps the work.
Microsoft 365 often holds files, identities, email, collaboration, and access control. We help bring structure to permissions, sites, teams, mailboxes, and administration so the environment is easier to manage.
A workflow that looks fine in a demo can fail in real operations if ownership, exceptions, permissions, and monitoring are missing. We make those flows practical enough to run day to day.
A migration is not only moving data. The important part is the moment users switch. We plan the steps, validate the data, keep fallback options clear, and avoid turning off the old setup too early.

How we work

From messy setup to cleaner daily use.

We assess what exists, improve the highest-friction parts first, and leave the team with a setup they can manage.

  1. 01

    Assess the current setup

    We look at configuration, permissions, data quality, automation, integrations, and the people who depend on the system.

  2. 02

    Improve what matters first

    We fix the highest-friction areas first: admin setup, data cleanup, flows, permissions, migration steps, or Power Platform workflows.

  3. 03

    Make it usable

    Your team gets documentation, training, and a cleaner operating model so the system keeps working after the project.

Tools we use

Platform tools used with clear ownership.

Salesforce, Microsoft 365, SharePoint, Power Platform, Apex, and PowerShell are used where they make the environment easier to operate.

No-code
Salesforce Flow, Microsoft 365 admin tools, SharePoint, Teams, Exchange, native migration tooling.
Low-code
Power Automate, Power Apps, ShareGate, BitTitan, OutSystems or Mendix when a larger workflow needs its own application layer.
Custom
Apex, JavaScript, TypeScript, Python, or PowerShell where configuration is not enough and the platform needs a clean extension.

Related practices

Automation & workflows

We take repetitive work out of operations, finance, sales, and customer handling. That can mean a quick Zapier or n8n flow, a Power Automate workflow, an Activepieces setup, or a small custom service when reliability matters.

ZapierMaken8nActivepiecesPower AutomateAirtable
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Systems integration

Most teams already pay for the systems they need. The problem is that Salesforce, finance, Microsoft 365, portals, webshops, and internal tools do not always share the right data at the right moment. We replace copy-paste with stable connections.

SalesforceREST APIsWebhooksPower Automaten8nNode.js
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Ready to start?

Bring one problem your team keeps working around. We will help you choose what fits.

The first call is practical and short. You leave with a clearer view of the systems, skills, and next step needed.

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