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CommunicationsMicrosoft Teams PhoneIntegration and Customisation
Integration and Customisation

Teams connected to how your business works.

Teams integrated with your CRM, ticketing system, and business applications. Custom tabs, bots, and workflows built to match how your team actually works. Less switching, more doing.

90 min

average daily time saved per user through automation

25%

reduction in resolution time with integrated workflows

UK-wide

integration development and deployment capability

50+

business applications integrated with Teams

What We Deliver

Teams built around your business systems.

CRM Integration

Teams integrated with your CRM so call records, contact details, and activity logs are updated automatically. Salesforce, Dynamics 365, HubSpot, and other major CRM platforms all supported.

Ticketing System Integration

Teams connected to your ticketing system so support tickets can be created, updated, and resolved from within Teams. ServiceNow, Jira, Zendesk, and other platforms all supported.

Power Automate Workflows

Power Automate workflows built to automate repetitive tasks triggered by Teams activity. Notifications, approvals, data updates, and cross-system actions all automated without custom development.

Custom Teams Apps and Tabs

Custom tabs built to surface business data and tools directly within Teams channels. Staff access the information they need without switching applications. Built using Teams Toolkit and Azure.

Teams Bots and Messaging Extensions

Custom bots built to answer common questions, retrieve data, and trigger workflows from within Teams conversations. Messaging extensions built to search and share business data without leaving Teams.

Third-Party App Governance

Teams app governance configured to control which third-party apps staff can install. App permission policies applied by user group. App catalogue managed centrally to prevent shadow IT.

How It Works

From requirements workshop to live integration.

01

Integration Requirements Workshop

We run a workshop with your team to understand which systems Teams needs to connect with and what workflows need to be automated. Requirements documented and prioritised before any development begins.

02

Technical Assessment

Existing systems assessed for API availability and integration capability. Authentication methods, data models, and rate limits all reviewed. Integration architecture designed and documented.

03

Integration Development

Integrations built using Power Automate, Teams Toolkit, or direct API connections depending on requirements. Development follows Microsoft best practices and your security requirements.

04

Testing and Quality Assurance

All integrations tested end-to-end in a staging environment. Edge cases, error handling, and performance all tested before production deployment. User acceptance testing completed with your team.

05

Production Deployment

Integrations deployed to production with a rollback plan in place. Deployment scheduled to minimise disruption. Monitoring configured to detect issues immediately after go-live.

06

Documentation and Handover

Full technical documentation produced for all integrations. Your IT team trained on managing and updating integrations. Support available for any issues post-deployment.

UK Case Studies

Teams integrations built across the UK.

Sales Organisation, London

Challenge: A London sales organisation had Teams and Salesforce deployed separately. Sales staff were manually logging call activity in Salesforce after every Teams call, taking 15 minutes per call.

Outcome: Teams integrated with Salesforce via Power Automate. Call activity logged automatically. Contact records updated in real time. Sales staff saved 90 minutes per day on manual data entry.

IT Services Company, Manchester

Challenge: A Manchester IT services company had Teams and ServiceNow deployed separately. Support staff were switching between applications constantly, losing context and making errors.

Outcome: ServiceNow integrated into Teams as a custom tab. Tickets created and updated from within Teams. Context switching eliminated. Ticket resolution time reduced by 25%.

Financial Services Firm, Edinburgh

Challenge: An Edinburgh financial services firm needed approval workflows for client transactions to run through Teams so approvers could act quickly without logging into separate systems.

Outcome: Power Automate approval workflows built in Teams. Approvers notified and can approve or reject from within Teams. Average approval time reduced from 4 hours to 22 minutes.

Get Started

Teams connected to your business from day one.

We run a requirements workshop, design the integration architecture, and build everything to your specification. Free integration scoping call, no obligation.