Documents from your templates
Quotes, letters and invoices are filled in from your records and saved to Microsoft SharePoint.
Microsoft SharePoint integration
Intranet sites and document libraries for sharing files, lists and pages across a company. Connect Microsoft SharePoint to OLODESK and use it in the apps and automations your business runs on.
- Category
- Files & documents
- How you connect
- Sign in with your Microsoft account
Popular ways to use Microsoft SharePoint
Start with one of these, or describe your own.
Uploads filed for you
Documents clients send land in the right Microsoft SharePoint folder, named your way.
Files beside the record
A client’s page lists their Microsoft SharePoint files, so nobody goes looking.
How to connect Microsoft SharePoint
Open Integrations
In your OLODESK portal, open Integrations and choose Microsoft SharePoint.
Connect your account
Sign in with your Microsoft account.
Describe what you need
OLODESK builds it with you. Try it on real data before it goes live.
On Business Pro, you can also work with your Microsoft SharePoint data in ChatGPT. AI on OLODESK
More files & documents apps
Google DriveFiles & documentsCloud storage for files and folders, with sharing and access from any device.
Google DocsFiles & documentsOnline documents for writing, editing and commenting together, saved to Google Drive.
DropboxFiles & documentsCloud file storage and sharing for teams, with folders, links and file requests.
PandaDocFiles & documentsProposals, quotes and contracts with templates, e-signatures and payment collection.
DocusignFiles & documentsElectronic signatures for contracts, agreements and forms, with signing order and audit trail.
OneDriveFiles & documentsMicrosoft’s cloud storage for files and folders, with sharing and sync across devices.
Microsoft SharePoint integration FAQ
Do I need my own Microsoft account?
Yes. You connect the Microsoft account your business already uses.
Which plans include the Microsoft SharePoint integration?
Every plan, including the Free trial.
Can I connect more than one Microsoft account?
Yes. Connect as many as you need and choose which one each system uses.
Put Microsoft SharePoint to work
Start your Free trial and connect Microsoft SharePoint from your portal.