If your organisation can live entirely inside one line-of-business (LOB) platform, that can be great — fewer moving parts and a simpler operating model.

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In reality, most businesses also rely heavily on Microsoft 365 for daily work: Teams conversations, documents, emails, meeting notes, and collaboration. Bringing selected LOB information into Microsoft 365 (often read-only, one-way) can give you the best of both worlds: your LOB remains the source of truth, while Microsoft 365 becomes the place work happens.

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A common approach: one-way sync (read-only)

• Your LOB system stays the single source of truth
• Key data is surfaced in Microsoft 365 for visibility, collaboration, and workflow
• This reduces risk and avoids “two systems fighting each other”

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The Afters

• Less admin and fewer mistakes — no copying and pasting between systems
• Teams becomes the place work happens — staff see the right info in the flow of work
• Faster decisions — the context is visible without chasing updates
• Clearer accountability — ownership, status and next steps are easier to track
• Better handovers — information stays with the job, not trapped in inboxes
• Your data, under your control — clearer permissions, governance and access rules
• A practical backup route for key records — important operational data is not locked in one platform
• Copilot becomes more useful — when your business information is available in Microsoft 365, Copilot can help summarise, draft, and surface insights using that context (with the right permissions)

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What this can look like

• A project/client record in your LOB system automatically appears in SharePoint as a structured entry
• A Teams workspace is linked to the right project/client so everything is in one place
• Staff can view key fields and updates without needing to jump into multiple systems all day