ERPNext Microsoft 365 Suite (Outlook, Teams & OneDrive)

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 two to four weeks 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.