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ERPNext Microsoft 365 Suite (Outlook, Teams & OneDrive) — A build-to-order ERPNext integration that connects your instance to — 1/1Örnek önizleme

A build-to-order ERPNext integration that connects your instance to Microsoft 365

— two-way Outlook email and calendar sync, Teams notifications and a bot, and OneDrive/SharePoint file attachments, all secured with Entra ID single sign-on.

ECOSIRE scopes, builds, installs, and supports it for your ERPNext v15/v16 deployment.

ERPNext Microsoft 365 Suite (Outlook, Teams & OneDrive) nedir?

A build-to-order ERPNext integration that connects your instance to Microsoft 365 — two-way Outlook email and calendar sync, Teams notifications and a bot, and OneDrive/SharePoint file attachments, all secured with Entra ID single sign-on. ECOSIRE scopes, builds, installs, and supports it for your ERPNext v15/v16 deployment. Built to order by ECOSIRE for ERPNext v15, v16 — indicative price from $999.00 USD; request a quote for a scoped proposal.

Temel Özellikler

Microsoft Graph API client wrapped in Frappe whitelisted methods, with server-side OAuth 2.0 authorization-code and client-credentials flows
`Microsoft 365 Settings` single DocType holding tenant ID, client ID, and secret/certificate in Frappe's encrypted `password` fieldtype
Two-way Outlook email sync that links messages to the ERPNext Communication DocType and the correct contact or transaction timeline
Two-way Outlook/ERPNext `Event` calendar sync with stored Graph event IDs for idempotent upserts and conflict handling
Teams notifications as Adaptive Cards fired from `hooks.py` `doc_events` (`on_submit`, `on_update`, `on_change`) with per-DocType routing rules
Optional Teams bot for inline record lookups and 'notify in Teams' actions surfaced via client scripts
OneDrive/SharePoint attachment backend so the `File` DocType stores documents in governed libraries instead of the local files store
Entra ID (Azure AD) single sign-on via Frappe Social Login / OAuth, mapping Microsoft identities to ERPNext users
Automatic OAuth token refresh via `scheduler_events` so sessions never expire mid-workflow
Background email and calendar reconciliation jobs run through `frappe.enqueue` to keep the web workers responsive
Delivery and sync logging against source documents, with a dedicated log DocType for retries and error visibility
Full respect for ERPNext permissions, role profiles, and user permissions — sync scope never exceeds a user's existing rights
Configurable notification templates (Jinja) so card and email content is edited without touching code
Built and tested for Frappe/ERPNext v15 and v16, installable on your bench as a standard versioned app

Siparişe özel, sizin için baştan sona

Kendiniz kurmanıza gerek yok — ECOSIRE tarafından geliştirilen, kurulan ve desteklenen çalışır bir uygulama.

  1. 1

    Sipariş verirsiniz

    Tek seferlik geliştirme fiyatıyla başlayın. Kapsamı başlangıçta sizinle birlikte belirleriz.

  2. 2

    Geliştirir ve kurarız

    ECOSIRE, ERPNext ortamınızda geliştirir, yapılandırır ve kurar.

  3. 3

    Yayına alma + destek

    Yaklaşık bir iş haftasında yayına alırsınız; canlıya geçiş sonrası iki hafta destek dahildir. Teslim ettiğimiz koddaki hatalar ücretsiz düzeltilir.

Teknik Özellikler

ERPNext Uyumluluğu
—
Lisans
Lisansın doğrulanması gerekiyor
Python Gereksinimi
Python 3.10+
Veritabanı
MariaDB 10.6+

Bu Ürün Hakkında

Most teams that run ERPNext also live inside Microsoft 365 all day — Outlook for mail and calendars, Teams for conversations, OneDrive and SharePoint for files. ERPNext core can send outbound email through an SMTP/OAuth Email Account and pull inbound mail via IMAP, but that is where the native road runs out: there is no first-class Microsoft Graph client, no two-way calendar sync against Outlook, no Teams notification channel, no OneDrive/SharePoint attachment backend, and no Entra ID single sign-on out of the box. The result is duplicate data entry, meetings that live in one calendar but not the other, ERPNext notifications nobody sees because they are buried in email, and attachments scattered across personal drives instead of governed SharePoint libraries.

ECOSIRE builds a proper Frappe app — erpnext_microsoft365 — that installs cleanly on your bench and adds Microsoft 365 as a native part of ERPNext rather than a bolt-on. At its core is a Microsoft Graph client wrapped in whitelisted server methods, driven by a Microsoft 365 Settings single DocType that holds your Entra ID app registration (tenant ID, client ID, and a client secret or certificate stored via Frappe's encrypted password fieldtype). OAuth 2.0 authorization-code and client-credentials flows are handled server-side, with tokens persisted and auto-refreshed by a scheduler_events job so no user is ever asked to re-consent mid-task.

Technically, the integration hangs off hooks.py doc_events and Frappe's document lifecycle. When a Sales Order is submitted or a Lead changes owner, an on_update/on_submit handler can fire a Teams Adaptive Card to a channel or user via an incoming webhook or the Graph API, and log the delivery against the source document. Outlook email sync runs as a scheduled enqueued job that reconciles messages both ways and links them to the right ERPNext contact or transaction through the Communication DocType, so the timeline you already trust stays authoritative. Calendar sync maps ERPNext Event records to Outlook events (and back) with a stored Graph id for idempotent upserts and conflict handling. File attachments can be routed to OneDrive or a SharePoint document library instead of the local public/private files store, with the File DocType holding the Graph reference. A Teams bot and optional client scripts add slash-style lookups and inline "notify in Teams" buttons, and Entra ID SSO is wired through Frappe's Social Login / OAuth so staff sign in with their Microsoft accounts. Everything respects ERPNext permissions and role profiles — a user only ever sees or syncs what their roles already allow.

Because this is build-to-order, nothing ships until we agree on scope. You start with a short scoping call; we confirm exactly which of the four pillars (Outlook mail, calendar, Teams, OneDrive/SharePoint) you need, which DocTypes trigger which notifications, and how your Entra ID tenant is governed. We then build your version of the app, prove it on a staging bench with your real DocType flows during UAT, and hand over installable source, a git repository, and documentation. Typical delivery is one working week from confirmed scope, followed by a post-go-live support window. You are not buying a pre-built marketplace download — you are commissioning an integration engineered to your ERPNext instance and your Microsoft 365 tenant.

Ne elde edeceksin

  • Installable source code for your version of the `erpnext_microsoft365` Frappe app, pinned to your ERPNext v15/v16 line
  • Installation and configuration on your environment, including Entra ID app-registration guidance and `Microsoft 365 Settings` setup
  • Technical documentation covering architecture, DocTypes, hooks, scheduler events, and whitelisted API methods
  • End-user guide plus a live training session for your team and administrators
  • UAT on a staging bench against your real DocType flows, with a documented rollback plan
  • A post-go-live support window for bug fixes and configuration adjustments
  • Handover of the full git repository with commit history and version tags
  • Configuration workbook recording tenant IDs, notification routing rules, and sync mappings for your instance

Bu kimin için

ERPNext administrator / bench owner

Owns the ERPNext deployment and needs a Microsoft 365 integration that installs as a clean, versioned Frappe app, respects existing role profiles and permissions, and won't break on the next `bench update` to v15/v16.

Operations or sales manager

Wants Sales Orders, Leads, and approvals to trigger Teams alerts the team actually sees, and needs Outlook email and meetings to appear on the ERPNext record timeline without duplicate data entry.

IT / Microsoft 365 tenant administrator

Governs Entra ID and SharePoint and needs SSO through Entra ID, least-privilege Graph API scopes, encrypted credential storage, and attachments landing in governed SharePoint libraries rather than personal drives.

Finance / compliance lead

Needs a defensible audit trail — email and notification delivery logged against source documents, files stored in controlled libraries, and access that never exceeds a user's ERPNext permissions.

ERPNext Microsoft 365 Suite (Outlook, Teams & OneDrive) Nasıl Karşılaştırılır

KriterECOSIREÖzel YapıRakipERPNext Yerleşik
Microsoft Graph coverageFull Graph client for the pillars you scope — mail, calendar, Teams, filesWhatever you build and maintain in-houseFixed feature set, often mail-onlyNo Graph client; SMTP/IMAP email only
Outlook calendar syncTwo-way `Event` sync with idempotent Graph IDs and conflict handlingPossible but non-trivial to get two-way rightRarely included or one-way onlyNone
Teams notificationsAdaptive Cards fired from `doc_events`, routed per DocTypeBuild webhook and card logic yourselfBasic webhook if offered at allNone
OneDrive / SharePoint files`File` DocType backed by governed SharePoint librariesCustom storage backend to design and testSeldom supportedLocal public/private files store only
Entra ID SSOWired via Frappe Social Login with mapped usersConfigurable but you own the OAuth wiringVaries; often absentStandard login; no Entra ID SSO
Fit to your instanceScoped to your DocTypes, roles, and tenant on staging UATFully bespoke — and fully your burdenGeneric; you adapt to its assumptionsN/A
Permissions & securityRespects role profiles; secrets in encrypted fields; least-privilege scopesDepends on your engineering disciplineDepends on vendor qualityCore permission model only
Support & handoverPost-go-live window, docs, training, full git repoSelf-supported unless staffedVendor tickets; no source accessCommunity support only

ERPNext Microsoft 365 Suite hakkında Sıkça Sorulan Sorular

How long does delivery take?

This is a build-to-order engagement, so nothing is pre-built. After a scoping call to confirm which pillars (Outlook mail, calendar, Teams, OneDrive/SharePoint) and DocType triggers you need, typical delivery is one working week from confirmed scope. Larger tenants or heavy custom notification logic can extend that, and we agree the timeline in writing before we start.

Is this an existing Frappe Marketplace app I can download instantly?

No. There is no instant download. ECOSIRE builds your version of the `erpnext_microsoft365` app against your ERPNext instance and Microsoft 365 tenant, proves it on a staging bench, and then installs and supports it. You receive installable source and the full git repository at handover.

Which ERPNext and Frappe versions are supported?

We build and test for Frappe/ERPNext v15 and v16. Tell us your exact version and bench setup during scoping and we pin the app to that line so it survives `bench update`. If you are on an older version we will advise on an upgrade path before committing.

What Microsoft 365 permissions and setup do you need?

You provide an Entra ID (Azure AD) app registration with the least-privilege Microsoft Graph scopes the agreed features require — for example Mail, Calendars, Files/Sites, and User.Read for SSO. Credentials are stored server-side in Frappe's encrypted `password` fieldtype; ECOSIRE never keeps your secrets, and we document exactly which scopes each pillar needs.

How do updates and support work after go-live?

Every engagement includes a post-go-live support window for bug fixes and configuration adjustments. Because you own the git repository and source, you can maintain it yourself afterward, or contract ECOSIRE for ongoing support, feature additions, and version upgrades under a separate agreement.

Will it respect our ERPNext permissions and roles?

Yes. All sync and notification logic runs through Frappe's permission model and role profiles. A user only ever syncs or sees Microsoft 365 data tied to records their existing ERPNext roles and user permissions already allow — the integration never widens access.

Can we start with just Teams alerts and add the rest later?

Absolutely. The four pillars are modular. Many clients start with Teams notifications or Outlook email sync, prove the value, then add calendar sync, OneDrive/SharePoint attachments, or Entra ID SSO in a later phase. We scope each phase and reuse the same app foundation.

Teklif isteyin

ERPNext Microsoft 365 Suite

A build-to-order ERPNext integration that connects your instance to Microsoft 365 — two-way Outlook email and calendar sync, Teams notifications and a bot, and OneDrive/SharePoint file attachments, all secured with Entra ID single sign-on. ECOSIRE scopes, builds, installs, and supports it for your ERPNext v15/v16 deployment.

  • Microsoft Graph API client wrapped in Frappe whitelisted methods, with server-side OAuth 2.0 authorization-code and client-credentials flows
  • `Microsoft 365 Settings` single DocType holding tenant ID, client ID, and secret/certificate in Frappe's encrypted `password` fieldtype
  • Two-way Outlook email sync that links messages to the ERPNext Communication DocType and the correct contact or transaction timeline
  • Two-way Outlook/ERPNext `Event` calendar sync with stored Graph event IDs for idempotent upserts and conflict handling

Teklif isteyin

ERPNext Microsoft 365 Suite ihtiyaçlarınızı bize anlatın; fiyatları, lisans seçeneklerini ve size özel bir teklifi genellikle bir iş günü içinde gönderelim.

Şimdi ödeme yok. Bu, ekibimize bir teklif talebi gönderir — fiyat ve sonraki adımlarla e-posta ile dönüş yapacağız.