ERP Next + Microsoft Office 365 Integration

Integrate ERP Next to Microsoft Office 365 in one click, or tell Integrately AI how you want each document handled. Send emails, create drafts, schedule calendar events, and manage contacts automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • ERP Next
    Document is updated in ERP Next Instant
  • ERP Next
    Document is trashed in ERP Next Instant
  • ERP Next
    Document is submitted in ERP Next Instant
  • ERP Next
    Document is inserted in ERP Next Instant
  • ERP Next
    Document is changed in ERP Next Instant
  • ERP Next
    Document is cancelled in ERP Next Instant
  • Microsoft Office 365
    Email is received in Microsoft Office 365
  • Microsoft Office 365
    Calendar event is ended in Microsoft Office 365
  • Microsoft Office 365
    Calendar event is about to start in Microsoft Office 365
  • Microsoft Office 365
    Email is created in Microsoft Office 365
  • Microsoft Office 365
    Calendar event is created in Microsoft Office 365
  • Microsoft Office 365
    Calendar event is started in Microsoft Office 365
  • Microsoft Office 365
    Calendar event is updated in Microsoft Office 365
  • Microsoft Office 365
    Contact is created in Microsoft Office 365
  • Microsoft Office 365
    Contact is updated in Microsoft Office 365
Arrow Right
2.
  • ERP Next
    Add Issue in ERP Next
  • ERP Next
    Update lead in ERP Next
  • ERP Next
    Search lead in ERP Next
  • ERP Next
    Create lead in ERP Next
  • ERP Next
    Create customer in ERP Next
  • Microsoft Office 365
    Retrieve Event Attachment in Microsoft Office 365
  • Microsoft Office 365
    Retrieve Message Attachment in Microsoft Office 365
  • Microsoft Office 365
    Send email in Microsoft Office 365
  • Microsoft Office 365
    Create draft email in Microsoft Office 365
  • Microsoft Office 365
    Create event in Microsoft Office 365
  • Microsoft Office 365
    Create contact in Microsoft Office 365
  • Microsoft Office 365
    Update contact in Microsoft Office 365
  • Microsoft Office 365
    Search contact in Microsoft Office 365

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Ready WorkflowsReady Workflows   for ERP Next + Microsoft Office 365 Integration

Send emails from documents, schedule calendar events, create drafts, and manage contacts, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
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Connect more apps to your ERP Next + Microsoft Office 365 flow

Send customer updates to your CRM, log invoices in accounting, and notify your team instantly. Pick a combination and activate it in one click.

ERP Next
Microsoft Office 365
+
ShopifyShopify (3)
+
QuickBooks OnlineQuickBooks Online (3)
+
SlackSlack (3)
+
StripeStripe (3)
+
HubSpotHubSpot (3)
+
Google DriveGoogle Drive (3)
E
M
S
When a document is inserted in ERP Next, send a confirmation email in Microsoft Office 365 and create a customer in Shopify.
New ERP Next documents trigger an instant Microsoft Office 365 email notification while automatically creating the corresponding customer profile in Shopify.
E
M
S
When a document is updated in ERP Next, create a draft email in Microsoft Office 365 and update the customer in Shopify.
Keep your email drafts and customer records perfectly synchronized whenever an ERP Next document is updated.
E
M
S
When a document is submitted in ERP Next, schedule a calendar event in Microsoft Office 365 and create a product in Shopify.
Finalized ERP Next documents automatically schedule calendar reminders in Microsoft Office 365 and add new items in Shopify.

Supported triggers and actions for ERP Next and Microsoft Office 365

Mix and match to build the exact automation you need

ERP Next
ERP Next Triggers & Actions
Instant
Document is updated in ERP Next
Triggers the automation when a document is updated
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Instant
Document is trashed in ERP Next
Triggers the automation when a document is trashed
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Instant
Document is submitted in ERP Next
Triggers the automation when a document is submitted
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Instant
Document is inserted in ERP Next
Triggers the automation when a document is inserted
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Instant
Document is changed in ERP Next
Triggers the automation when a document is changed
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Instant
Document is cancelled in ERP Next
Triggers the automation when a document is cancelled
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Add Issue in ERP Next
Adds an issue
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Update lead in ERP Next
Updates a lead
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Search lead in ERP Next
Searches for a lead
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Create lead in ERP Next
Creates a new lead
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Create customer in ERP Next
Creates a new customer
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Microsoft Office 365
Microsoft Office 365 Triggers & Actions
Email is received in Microsoft Office 365
Triggers the automation when an email is received
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Calendar event is ended in Microsoft Office 365
Triggers the automation when a new event is ended in a calendar
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Calendar event is about to start in Microsoft Office 365
Triggers the automation when event is about to start
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Email is created in Microsoft Office 365
Triggers the automation when a new email is created
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Calendar event is created in Microsoft Office 365
Triggers the automation when a new event is created in a calendar
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Calendar event is started in Microsoft Office 365
Triggers the automation when a new event is created in a calendar
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Calendar event is updated in Microsoft Office 365
Triggers the automation when a calendar event is updated
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Contact is created in Microsoft Office 365
Triggers the automation when a new contact is created
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Contact is updated in Microsoft Office 365
Triggers the automation when a contact is updated
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Retrieve Event Attachment in Microsoft Office 365
Retrieves an attachment from an event by its ID.
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Retrieve Message Attachment in Microsoft Office 365
Retrieves an attachment from a message by its ID.
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Send email in Microsoft Office 365
Sends an email to a recipient
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Create draft email in Microsoft Office 365
Adds a new contact to the contact list
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Create event in Microsoft Office 365
Adds a new contact to the contact list
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Create contact in Microsoft Office 365
Adds a new contact to the database
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Update contact in Microsoft Office 365
Updates contact information with new details
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Search contact in Microsoft Office 365
Finds and retrieves contact information
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What can you automate with ERP Next + Microsoft Office 365?

Streamline your entire document and communication workflow by connecting ERP Next events directly to Microsoft Office 365 actions.

What you can automate?
✉️
Send emails from new ERP Next documents
Automatically send a Microsoft Office 365 email the moment a new document is inserted in ERP Next. Eliminate manual typing and keep clients or team members instantly informed.
📝
Capture all document fields and details
Map comprehensive ERP Next document fields directly into your Microsoft Office 365 communications. Ensure no custom data or custom notes are left behind during the transition.
🔔
Notify the right team member instantly
Route specific ERP Next document updates to designated Microsoft Office 365 email addresses or calendar events. Ensure the right person reviews the work the moment it arrives.
🔀
Branch workflows based on document content
Send different Microsoft Office 365 emails or create distinct calendar events depending on specific field values submitted in your ERP Next documents.
🔄
Keep Microsoft Office 365 contacts and events updated
Automatically update Microsoft Office 365 contacts or calendar entries whenever a document is modified or updated in ERP Next. Keep your communication records perpetually accurate.
🔍
Prevent duplicate contacts and messages
Search existing Microsoft Office 365 records before creating new contacts or calendar events from ERP Next documents. Maintain a clean, deduplicated database effortlessly.
⏱️
Manage status changes and cancellations
Trigger automated Microsoft Office 365 follow-ups or drafts when an ERP Next document is submitted, cancelled, or trashed. Keep your schedule aligned with real-time operational shifts.
🔗
Extend workflows to your broader tech stack
Connect ERP Next and Microsoft Office 365 with HubSpot to synchronize customer data, log interactions, and trigger multi-step business pipelines automatically.
And much more...

Who is ERP Next + Microsoft Office 365 integration for?

Business teams and administrators rely on this integration to streamline operations, eliminate manual data entry, and keep communications perfectly synchronized across platforms.

Operations managers
Operations managers
Customer support leads
Customer support leads
Project consultants
Project consultants
Sales coordinators
Sales coordinators
Finance specialists
Finance specialists
Compliance officers
Compliance officers
📈
Operations managers
You report on company metrics using ERP Next data, but your team spends hours pulling manual exports into Microsoft Office 365 spreadsheets, so the numbers you present are always outdated — with this integration, every document update flows instantly and your reports stay accurate.
🚨
Customer support leads
You need to respond immediately when urgent issues arise in ERP Next, but notifications get buried in crowded inboxes before anyone notices, so replies go out too late — with this integration, every new document triggers an immediate Microsoft Office 365 email alert so your team acts right away.
📊
Project consultants
You manage client deliverables inside ERP Next, but updating stakeholders manually in Microsoft Office 365 takes up valuable project hours and leads to missed status updates — with this integration, every milestone document automatically triggers client communications and keeps everyone aligned.
📦
Sales coordinators
You handle high volumes of incoming sales documentation every day, but manual entry into Microsoft Office 365 contacts and calendars creates severe bottlenecks — with this integration, every inserted document automatically populates your contacts and schedules follow-ups without manual effort.
💳
Finance specialists
You depend on colleagues completing ERP Next documentation before you can process payments or receipts, but handovers get delayed in communication silos — this integration means every submitted document instantly alerts your team and creates drafts in Microsoft Office 365 so work moves forward without delay.
🛡️
Compliance officers
You need a complete, uncompromised audit trail of all business documents, but manual tracking leaves missing records and inconsistent logs across Microsoft Office 365 — with this integration, every document change is automatically captured and logged so your compliance history remains pristine.
Our team

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Why choose Integrately to automate ERP Next + Microsoft Office 365

Build and manage your ERP Next + Microsoft Office 365 automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect ERP Next + Microsoft Office 365 with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect ERP Next to Microsoft Office 365?
Frequently Asked Questions
You can connect ERP Next and Microsoft Office 365 in 1-click using ready-made workflows on Integrately, alongside tools like Shopify, Slack, and Google Drive. Use Integrately AI to set up your automation instantly.
Can I automatically send Microsoft Office 365 emails when ERP Next documents are created?
Frequently Asked Questions
Can I connect ERP Next, Microsoft Office 365, and HubSpot?
Frequently Asked Questions
What is a good Zapier alternative for ERP Next and Microsoft Office 365?
Frequently Asked Questions
How does ERP Next handle document data during integration?
Frequently Asked Questions
Can I sync Microsoft Office 365 calendar events from ERP Next triggers?
Frequently Asked Questions
Do I need coding skills to automate ERP Next and Microsoft Office 365?
Frequently Asked Questions
Is the ERP Next and Microsoft Office 365 integration free?
Frequently Asked Questions
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