Microsoft Teams AI Integration
Meetings, chats and approvals already happen in Teams, but the ERP behind them usually needs a separate login and a separate screen.
Why It Matters
An approval request posted directly into Teams, with the record it concerns attached, gets seen and actioned far faster than one waiting in a system someone has to remember to check. The decision is recorded back into the ERP exactly as if it had been approved there directly.
A question that comes up mid-meeting, such as whether stock supports a customer's request, usually gets parked for later because checking the ERP means leaving the call. A Teams bot answers it on the spot, from live ERP data, so the meeting keeps moving.
An approval card carries the record it concerns, the relevant history and any policy checks already run, so the approver has what they need without opening the ERP. Approve or reject triggers the same workflow the ERP already runs, with the same audit entry created.
Before answering a question, the bot checks the asking person's role against your ERP's own permission rules, so a sensitive figure is only shared with someone already entitled to it, in Teams exactly as in the ERP.
For a recurring review meeting, the integration can surface the relevant ERP data automatically ahead of time, in the meeting chat, so the discussion starts from the numbers instead of from someone pulling a report at the last minute.
Purchase, discount and expense approvals actionable directly from a Teams message.
Stock, order and cash questions answered from live ERP data inside a Teams chat.
Stock shortages and unusual orders posted to the right channel automatically.
Order and shipment status posted automatically as milestones are reached.
Relevant ERP data surfaced automatically for a scheduled review meeting.
The right person or channel notified based on your ERP's own routing rules.
We identify the approval or question type that costs your team the most time today.
We build the connection through Microsoft's Teams and Graph APIs and your ERP's API.
We map your ERP's permission rules onto who can ask, see and approve what in Teams.
We build the approval cards and question-answering logic for your chosen workflow.
We launch on one workflow, then extend coverage once it is proven in daily use.
Approval turnaround
Answers, no separate login
Meetings paused for a check
Alerts, seen where the team works
Approvals, recorded properly
Existing tenant permissions
We build ERP systems, so approvals and answers are grounded in correct, current data.
Access inside Teams matches the permission rules already set in your ERP.
Every approval made in Teams is recorded in the ERP the same way a manual one would be.
We prove the value on your highest-friction workflow before extending further.
We choose the approach that fits your data and hosting rules, with no lock-in.
It connects your Microsoft Teams workspace to your ERP, so approvals, questions and alerts happen directly inside Teams, with data pulled from your live ERP rather than a separate report or export.
Yes, an approval request from your ERP is posted as an interactive card with the relevant details attached, and the approver can approve or reject it directly, with the decision recorded back into the ERP.
Yes, a Teams bot can answer questions about orders, stock, cash or other ERP data in plain language, respecting the same access rules your ERP already applies to that person.
No, this is built independently through Microsoft's supported Teams and Graph APIs. It does not require or depend on Microsoft's own AI assistant being licensed or enabled.
It runs under your organisation's existing Microsoft 365 permission model, so a person can only ask about or approve what their role in the ERP already allows.
A first integration covering approvals and questions for one area usually takes five to seven weeks, depending on your ERP's API and tenant configuration.
Related
The other services in this section, and related pages from TCB Infotech.
No commitment. A practical look at your Teams workflow.
