Capture every lead
A website enquiry creates a CRM record, assigns an owner and sends a relevant follow-up email.
Microsoft 365 integration UK
Let your business apps work as one.
Are you using Microsoft 365 and a CRM, but still copying data between them? Morgan & Meredith connects Outlook, Teams, SharePoint, CRM and finance systems so work moves forward without the manual chase.
Connected work
Outlook
Teams
SharePoint
Finance
Power Automate • CRM • reporting
Stop double entry
Automate approvals
See live business data
CRM workflow automation
Small hand-offs cause expensive delays.
We build workflows around the systems your team already knows. Leads, documents, approvals and finance updates reach the right person at the right time.
Create documents from data
Use CRM details to prepare quotes, invoices and customer letters without retyping names or prices.
Route approvals
Expenses, contracts and leave requests go to the correct approver, with a clear record of each decision.
Keep contacts current
Synchronise Outlook contacts and CRM records so sales and operations work from consistent information.
Report from finance data
Bring finance information into Power BI dashboards for clearer margins, sales and cash-flow decisions.
Notify teams at the right moment
Send Teams alerts when a deal closes, a support ticket changes or a project task needs attention.
Power Platform automation
A clear route through your systems.
Morgan & Meredith uses Power Automate, Logic Apps and custom APIs to connect business applications. Each workflow includes error handling, permissions and a practical way to see what happened.
Message or form
Enquiry, email or calendar event starts the process.
CRM
Customer and opportunity records are updated.
Finance
Invoices, payment status or account details move on.
Reporting
Managers see useful figures without waiting for a spreadsheet.
Bi-directional synchronisation
Visible errors and retry rules
Azure AD and role-based access
SME business automation
One accountancy firm, 70% faster onboarding.
The firm had capable people and familiar software. The problem was the hand-off between them.
Before
Client documents sat across Outlook threads and SharePoint folders. Staff checked inboxes, chased missing files and copied details into the CRM by hand.
Every new client created the same avoidable admin.
After
70%faster onboarding after a Power Automate workflow collected documents, updated the CRM and created tasks for the right team member.
"We can see what is outstanding without searching three places. Missing documents have stopped holding up new client work."Munir Muriidi, Practice Manager
Finance system integration
Questions we answer before any build.
The right integration depends on your licences, data rules and existing applications. We map those details first.
Do we need Power Platform licences?
It depends on the connectors and users involved. We review your current Microsoft 365 plan and explain any additional licensing before work starts.
Can you work with an on-premises finance system?
Often, yes. A secure gateway, scheduled exchange or custom API can connect on-premises finance software to cloud applications where the system supports it.
How do you protect data between applications?
Workflows use permission-based access, Azure AD controls and defined data paths. We also include logging so authorised staff can review each transfer.
What if we use Google Workspace instead?
We can assess Google Workspace alongside your CRM and finance tools. The design follows the systems you actually use, rather than forcing a Microsoft-only setup.
Can approvals include electronic signatures?
Yes. We can route a document through an approval stage and connect an appropriate e-signature service, with the final status recorded against the related business record.
A practical next step
Make your software work for you.
Start with one workflow and see results in weeks. We will look at your Microsoft 365 setup, CRM and finance hand-offs, then show where automation can remove repeated work.