Business platforms
Microsoft
Technology in service of the outcome.
Connect the Microsoft tools your organisation uses with practical knowledge, data and business workflows, while respecting identity and access boundaries.
- Entra ID
- Microsoft 365
- Dynamics
- Purview
- Copilot
- Admin review
Concentric trust rings from Entra identity through M365 and Dynamics to Purview control.
Microsoft programmes often begin with an established workplace estate and a business process that has outgrown its connections. Customer information may live in Dynamics 365, documents in SharePoint, and approvals in email or separate operational tools. Emerge helps teams define how these systems should cooperate, with an explicit owner for each record, decision and handover.
The aim is a usable operating model: sales can find the approved customer context, service can see the information required to resolve an issue, and an integration can make an authorised change without creating a conflicting version elsewhere. We assess application fit and available licences before choosing the implementation. Dynamics 365 is a family of applications, and familiarity with one process does not establish that every module belongs in the same programme.
Choose the right starting point
Product expertise, in detail.
Dynamics 365 process integration
Map customer, financial or operational workflows to the appropriate application boundary. Define migration and interface scope around the actual records and teams involved, with module selection and licensing confirmed during discovery.
Workplace knowledge
Organise approved documents around ownership, audience and lifecycle. Connect retrieval to the user’s current access and show the source behind an answer so a helpful assistant does not become an alternative permission system.
CRM integration
Connect Microsoft environments to existing customer and operational systems with field-level ownership, controlled identity and observable updates. Preserve external identifiers so record changes can be reconciled without repeated manual matching.
The starting point
What needs to change.
Customer and operational records diverge because several systems can change the same fields without a conflict rule.
Employees spend time finding approved information while old documents remain easier to discover than their replacements.
Integrations work for administrators but behave differently for normal users, service identities or newly restricted records.
What we deliver
From opportunity to working systems.
Connected enterprise processes
Design data ownership, application interfaces and acceptance states around the teams completing the work.
Permission-aware knowledge
Create a governed source collection and retrieval workflow that makes provenance and document currency visible.
Accountable integration operations
Track reconciliation, exceptions and access changes so the connection stays useful after its initial release.
Illustrative solution architecture
How the pieces work together.
Bring context into the workflow, connect the right solutions, and make progress visible.
01 Understand the context
Signals & knowledge
Use the context and information already in place.
- Business priorities
- Trusted knowledge
- Operational data
02 Connect the solutions
Connected enterprise processes
Permission-aware knowledge
Accountable integration operations
03 Put it to work
Teams & operations
Connect people and systems to the next useful action.
Measured outcomes
Track agreed measures, learn, and improve the workflow.
Built around your existing technology
Implementation design
How the pieces work together.
Customer record to operational handover
An illustrative sales handover publishes an approved customer and opportunity summary to the receiving workflow. Finance or delivery accepts the required fields before the handover is marked complete. Later changes follow a documented rule: a corrected address can be synchronised, while a commercial commitment may require a new approval.
Document library to grounded assistance
A knowledge flow selects approved libraries, records document owner and version, and indexes material for its permitted audience. Retrieval checks the requesting user’s access and returns supporting source links. Superseded policies are removed or clearly distinguished so yesterday’s answer cannot silently override current guidance.
Microsoft estate to external platform
Define an API or event boundary around the information that must leave the estate. A destination may be Salesforce, an open CRM or an industry application. Transformations preserve business meaning, failures enter an owned queue, and reconciliation compares the destination’s accepted state with the intended update.
Decisions to make early
One owner for each field
Bidirectional synchronisation needs more than a field mapping. Agree whether customer name, credit status, contact consent and opportunity stage are owned by the same system. Conflicting edits, deleted records and merged accounts require deliberate rules; otherwise a technically successful sync can continually undo the business team’s corrections.
Identity and shared information
A service identity that can read a document does not mean every user of an assistant can see it. Evaluate delegated and application access in the actual environment, test revoked permissions, and keep sensitive snippets out of broadly available logs or shared workspaces. Search quality and access correctness are separate acceptance criteria.
Change management and entitlement
Review the existing Microsoft agreements, enabled applications and administrative responsibilities before promising a particular feature. Configuration, integration and data migration each need a release owner. An upgraded application can change an interface or security assumption even when the user-facing screen looks familiar.
Reporting that follows the workflow
Measure whether the handover was accepted, how many records need correction and where work waits. A count of connector calls is not an adoption measure. Give business owners a small set of useful operational views with an explanation of freshness, exclusions and the action each exception requires.
Our approach
A clear path into delivery.
Start with the business problem. Make each stage useful, reviewable and owned.
- 01
Inspect the actual Microsoft application estate, agreements, identities and representative business records before defining the integration boundary.
- 02
Build a complete customer or knowledge journey with role-based tests, duplicate handling and a clear response to conflicting updates.
- 03
Run an operational pilot with the receiving team and hand over field ownership, exception handling, document stewardship and release responsibilities.
Go deeper
Build a more informed brief.
Related Agentforce integration guides for Microsoft.
These integration guides examine specific systems, access boundaries and illustrative use cases.
Practical questions
Before we begin.
Can we connect Dynamics 365 without replacing our other CRM?
Yes, where there is a justified boundary between the processes. We define which platform owns each customer lifecycle stage and avoid two competing masters for the same fields. The assessment includes reconciliation and ongoing administration, not just the first data transfer.
Can a knowledge assistant read everything in SharePoint?
Its access should follow the agreed audience and the user’s permissions. We begin with a controlled source set, test retrieval and access independently, and define document retirement and correction procedures. Broad ingestion is not the default measure of a successful knowledge programme.
Explore the detail
Related work and resources.
See the approach in context. Client engagement stories are anonymised; related examples may come from other sectors or platforms.
Connected expertise
Your next move
Bring us the business problem.
Pick a time below. We will help you define a useful starting point, the expertise you need and a practical path to delivery.
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