SharePoint DMS Integration Capabilities 

Maximise the value of your document management system by connecting SharePoint with the tools your teams use every day. 

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Overview

Connecting Your SharePoint DMS Through Integrations 

SharePoint’s strength isn’t just in storing and managing documents — it’s in how it connects to other platforms.

Whether it’s native Microsoft 365 integrations or secure connections to third-party tools, we help you create a document management environment that works as part of a wider digital workplace.

Teams Collaboration 
Integrate SharePoint libraries directly with Microsoft Teams, allowing users to work on documents, chat, and collaborate in one place without switching between apps. 
 

OneDrive Synchronisation 
Enable offline access and easy syncing between desktop and cloud by linking SharePoint document libraries with OneDrive. Perfect for hybrid or on-the-go work. 
 

Power Platform Automation 
Use Power Automate to trigger workflows, approvals, and alerts based on document actions in SharePoint. Power BI can visualise document usage, compliance, or lifecycle trends. 
 

Outlook & Office Apps 
Save, share, and open documents from SharePoint directly in Outlook, Word, Excel, and PowerPoint — streamlining file handling without breaking the flow of work. 

Business Applications 
Connect SharePoint to CRM, ERP, and HR systems to centralise document access — from contracts in Salesforce to invoices in Dynamics or SAP. 

Document & Content Services 
Integrate with Adobe Sign, DocuSign, and other eSignature tools for streamlined approvals and contract management without leaving your DMS. 

Industry Specific Platforms 
Securely link SharePoint with specialist platforms — from project management tools to compliance databases — using APIs, connectors, or middleware. 

Cloud Storage & Collaboration Tools 
Bridge the gap between SharePoint and platforms like Dropbox, Box, or Slack where needed, allowing for controlled file sharing with partners or clients. 

How We Can Help

We don’t just connect systems — we design integrations that deliver measurable value.

Our approach includes: 

Mapping Integration Needs
nderstanding which systems need to connect and how they’ll be used 

Configuring Native Connectors
Setting up M365 integrations for security, efficiency, and ease of use 

Developing Custom Connectors
Building API integrations where no readymade solution exists 

Testing & Optimisation
Ensuring smooth performance and minimal disruption across connected systems 

Training & Adoption
Showing teams how to use integrations effectively in their day-to-day work 

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SharePoint DMS Integration Examples in Action 

Integration isn’t just about connecting systems — it’s about creating joined-up workflows that remove friction and make information work harder for your teams. 

Contract Management Workflow

SharePoint stores the contract templates and signed agreements, DocuSign or Adobe Sign handles eSignatures, and Power Automate moves each file through review, approval, and archiving. The result? A fully digital, auditable process without email back–and–forth. 

Project Collaboration Hub

Documents live in SharePoint, project conversations happen in Teams, and tasks are tracked in Planner. Linking them together means project teams always work from the latest file, with updates, actions, and conversations in one place. 

Compliance Reporting Dashboard

SharePoint retention policies and audit logs feed directly into Power BI, giving compliance teams real–time insights into document lifecycles, access patterns, and policy adherence. This makes audits faster and reporting effortless. 

HR Onboarding Process

New starter documents and forms are stored in SharePoint, while workflows in Power Automate connect to HR systems to trigger tasks, send welcome packs, and track completion — all from a single, integrated DMS. 

Cross-Platform Content Publishing

Marketing teams create and store assets in SharePoint, which then sync automatically with a content management system or social media scheduling tool via connectors — ensuring approved content is ready for publication without reuploading. 

Benefits of SharePoint DMS Integration

One Source of Truth

Keep documents consistent and up–to–date across systems, reducing duplication and confusion. 

Streamlined Workflows

Move documents seamlessly through processes without manual uploads or data entry. 

Improved Collaboration

Give teams and partners access to the same files, wherever they’re working. 

Faster Decision Making

Surface the right information in the tools people already use, reducing the time spent searching. 

Reduced Risk

Centralised governance means even integrated systems follow your security and compliance rules. 

Scalable Ecosystem

Add or adapt integrations as your organisation grows or changes systems. 

Client Stories

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7 Day Intranet Transformation

A brand-aligned design refresh for financial services firm TP ICAP.

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Empowering Higher Education Comms

A new branded intranet with custom page templates for the University of Leeds.

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Award Winning Intranet

Storming success as the Met Office sets the standard for accessible collaboration for 2,000+ employees.

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Bauer Media Group set out to create a personalised intranet experience that truly works for every employee.

In this 60 second overview, see how we brought that vision to life using SharePoint and Beacon.

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Whether you’re refreshing your homepage or building a new intranet, we’re here to help. Book a free consultation and explore what’s possible.

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FAQs

Find answers to common questions.

How does integrating SharePoint with other tools improve ROI?

When SharePoint DMS is integrated with tools like Teams, Outlook, and ERP systems, it eliminates the friction of switching between platforms. Documents can be created, approved, and shared without leaving the application you’re working in. This centralisation reduces duplication, improves accuracy, and speeds up decision-making.  

At Silicon Reef, we focus on building integrations that reflect real-world working patterns, so people spend less time hunting for files and more time acting on them. 

What are the most common integrations for SharePoint DMS?

For most organisations, the most valuable integrations include Microsoft Teams (for collaboration), Power Automate (for workflows), Power BI (for analytics), and third-party tools like Salesforce or ServiceNow (for data and process sync). Our integration projects often focus on connecting SharePoint with the platforms where people already spend their time, reducing friction and increasing adoption.

Can SharePoint DMS integrate with non-Microsoft systems effectively?

Yes — through APIs, middleware, and third-party connectors, SharePoint can integrate with non-Microsoft tools like Google Workspace, SAP, and industry-specific platforms. While some integrations require custom development, the payoff is a single source of truth for documents and data. We’ve delivered integrations that connect SharePoint to highly specialised systems, eliminating manual data transfers and reducing error rates.

How do integrations affect security and compliance in SharePoint?

Integrations can strengthen compliance if designed correctly — for example, by extending SharePoint’s security policies into other platforms. However, poorly planned integrations can create vulnerabilities. We always conduct security and governance reviews before integrating, ensuring authentication, permissions, and audit trails remain intact. This approach lets leaders embrace integration without compromising risk management. 

What’s the best approach to rolling out SharePoint integrations?

We recommend starting with high-value, low-complexity integrations to build momentum, then expanding. A phased rollout allows time for user adoption and feedback, ensuring integrations genuinely improve workflows. At Silicon Reef, we combine technical delivery with change management so integrations are embedded into daily processes, not just launched and forgotten.

Send us a message

Whether you’ve got a Microsoft 365 project in mind or just want to learn more, we’d love to hear from you.