Publication date : 03/27/2025
Course : Microsoft 365 integration with third-party applications
Practical course - 2d
- 14h00 - Ref. MIO
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 | Understand how Microsoft 365 can be integrated with external applications |
| Connect and synchronize Microsoft 365 with third-party tools (Google Workspace, Trello, Slack, CRM, ERP...) |
| Use Power Automate to automate workflows between Microsoft 365 and external applications |
| Manage APIs and connectors to enhance Microsoft 365 functionalities |
| Secure and manage connections between Microsoft 365 and third-party services |
Intended audience
IT administrators, systems managers and integrators who want to optimize their workflows.
Prerequisites
Mastery of Microsoft 365 and its main tools.
Course schedule
1 Microsoft 365 integration overview
- Introduction to Microsoft 365 connectors (Power Automate, Graph API, Azure AD...).
- Comparison of integration methods: native connectors, REST API, automation with Power Automate.
- Identify common use cases (e.g. CRM synchronization, cross-platform collaboration).
Hands-on work
Explore the Microsoft 365 connectors and integration options available.
2 Automate workflows with Power Automate
- Introduction to Power Automate and connectors for third-party applications.
- Create automated workflows between Microsoft 365 and other services.
- Automatic triggering of tasks based on specific events.
- Intelligent notification and alert management to improve productivity.
Hands-on work
Automate data transfer between Outlook and an external CRM.
3 Integration with CRM, ERP and business management tools
- Connect Microsoft 365 with Salesforce, HubSpot, Dynamics 365.
- Automate data exchanges between ERP and Microsoft 365 (SAP, Oracle...).
- Leverage Microsoft 365 data via Power BI for advanced reporting.
Hands-on work
CRM integration with Microsoft 365 to synchronize contacts and e-mails.
4 Security, rights management and compliance
- Manage permissions and access to interconnected data.
- Secure APIs and OAuth connections between Microsoft 365 and third-party applications.
- Compliance with RGPD compliance standards and auditing of integrations.
Hands-on work
Setting up secure authorizations for an external application connected to SharePoint.
PARTICIPANTS
IT administrators, systems managers and integrators who want to optimize their workflows.
PREREQUISITES
Mastery of Microsoft 365 and its main tools.
TRAINER QUALIFICATIONS
The experts leading the training are specialists in the covered subjects. They have been approved by our instructional teams for both their professional knowledge and their teaching ability, for each course they teach. They have at least five to ten years of experience in their field and hold (or have held) decision-making positions in companies.
ASSESSMENT TERMS
The trainer evaluates each participant’s academic progress throughout the training using multiple choice, scenarios, hands-on work and more.
Participants also complete a placement test before and after the course to measure the skills they’ve developed.
TERMS AND DEADLINES
Registration must be completed 24 hours before the start of the training.
ACCESSIBILITY FOR PEOPLE WITH DISABILITIES
Do you need special accessibility accommodations? Contact Mrs. Fosse, Disability Manager, at psh-accueil@orsys.fr to review your request and its feasibility.
IT administrators, systems managers and integrators who want to optimize their workflows.
PREREQUISITES
Mastery of Microsoft 365 and its main tools.
TRAINER QUALIFICATIONS
The experts leading the training are specialists in the covered subjects. They have been approved by our instructional teams for both their professional knowledge and their teaching ability, for each course they teach. They have at least five to ten years of experience in their field and hold (or have held) decision-making positions in companies.
ASSESSMENT TERMS
The trainer evaluates each participant’s academic progress throughout the training using multiple choice, scenarios, hands-on work and more.
Participants also complete a placement test before and after the course to measure the skills they’ve developed.
TEACHING AIDS AND TECHNICAL RESOURCES
• The main teaching aids and instructional methods used in the training are audiovisual aids, documentation and course material, hands-on application exercises and corrected exercises for practical training courses, case studies and coverage of real cases for training seminars.
• At the end of each course or seminar, ORSYS provides participants with a course evaluation questionnaire that is analysed by our instructional teams.
• A check-in sheet for each half-day of attendance is provided at the end of the training, along with a course completion certificate if the trainee attended the entire session.
• The main teaching aids and instructional methods used in the training are audiovisual aids, documentation and course material, hands-on application exercises and corrected exercises for practical training courses, case studies and coverage of real cases for training seminars.
• At the end of each course or seminar, ORSYS provides participants with a course evaluation questionnaire that is analysed by our instructional teams.
• A check-in sheet for each half-day of attendance is provided at the end of the training, along with a course completion certificate if the trainee attended the entire session.
TERMS AND DEADLINES
Registration must be completed 24 hours before the start of the training.
ACCESSIBILITY FOR PEOPLE WITH DISABILITIES
Do you need special accessibility accommodations? Contact Mrs. Fosse, Disability Manager, at psh-accueil@orsys.fr to review your request and its feasibility.
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