Zijn de Teams‑ en SharePoint‑integraties standaard?

De koppelingen zijn door Bluedesk ontwikkeld en vormen een uitbreiding op Aurea. Ze zijn beschikbaar als module en worden in overleg geïnstalleerd.

Is de integratie veilig?

Ja. De modules draaien op Microsoft Azure en voldoen aan de beveiligingsrichtlijnen van zowel Aurea als Microsoft.

Kunnen we andere tools koppelen?

Naast Teams en SharePoint ondersteunt Aurea koppelingen met ERP, websites en marketingtools. Bluedesk bekijkt per situatie welke integraties gewenst zijn.

Welke voordelen biedt AI in Aurea?

AI helpt je om patronen te herkennen, verkoopkansen te voorspellen en serviceverzoeken proactief op te pakken. Binnen Aurea zit dit geïntegreerd in de analytics‑module.

Werkt de mobiele app offline?

Ja, zowel Aurea als de gekoppelde modules zijn offline te gebruiken. Buitendienstteams synchroniseren automatisch zodra ze weer verbinding hebben. Overweeg je deze integraties? Lees meer over Aurea CRM of CRM implementatie advies voor advies op maat.

Reading time: 3 minutes

Integrations and Future: Aurea CRM, Microsoft Teams, and SharePoint

Bluecore
March 11, 2026
submarine

Modern organizations increasingly use multiple tools in parallel. CRM remains the backbone for customer information, but communication is shifting to collaboration platforms like Microsoft Teams and document storage in SharePoint. To prevent chaos and keep work enjoyable, Bluedesk developed integrations that allow Aurea CRM to work seamlessly with these tools.

CRM + Microsoft Teams: Collaboration Squared

Employees are receiving more and more notifications and tasks through Teams. By connecting Aurea to Teams, you consolidate communication into a single stream. As soon as a ticket or opportunity is updated, you can automatically start a Teams chat with all involved parties. Employees will immediately see which task is open and can handle it without logging into CRM. Conversely, you can link Teams chats to the correct CRM record with a simple @CRM tag, so all conversations can be found directly.

Benefits of the Teams integration

Realtime notifications No more standalone emails, but direct messages in Teams when action is required.
Quick switching – Easily start a group chat with sales, service, and project teams to resolve a case.
360-degree view - Chats are automatically saved to the correct customer record, maintaining a single central file.

CRM + SharePoint: documents where they belong

CRM systems are not document management solutions. However, contracts and quotes are often stored in CRMs, leading to duplicate storage and bloated databases. Thanks to the integration with SharePoint, you can securely store documents in SharePoint and add a deep link to the CRM record. This way, you maintain context, version control, and collaborative editing, while keeping your CRM clean.

Benefits of SharePoint Integration

No duplicate data – Documents remain in SharePoint, with a link in CRM.
Collaboration Multiple users can work on documents simultaneously with version control and permission assignment.
Directly accessible – Open the document from CRM with one click, without manual searching.

Handy for on the go

These integrations offer extra convenience for sales and service teams that are often on the go. Employees receive tasks via Teams and can also access customer data offline through the mobile Aurea app. They no longer have to search in multiple systems, which improves response times.

Analytics, AI, and Future Developments

Aurea continuously invests in analytics and artificial intelligence. Within one subscription, you have tools for reporting, predictive analytics, and recommendations. Bluedesk also builds custom integrations on the Azure platform to further automate processes. Think of AI-driven recommendations in sales, predictive maintenance in service, or data-driven marketing.

Are the Teams and SharePoint integrations standard?

The integrations were developed by Bluedesk and are an extension to Aurea. They are available as a module and are installed in consultation.

Is the integration secure?

Yes. The modules run on Microsoft Azure and comply with the security guidelines of both Aurea and Microsoft.

Can we connect other tools?

In addition to Teams and SharePoint, Aurea supports integrations with ERP, websites, and marketing tools. Bluedesk assesses which integrations are desired on a case-by-case basis.

What are the benefits of AI in Aurea?

AI helps you recognize patterns, predict sales opportunities, and proactively address service requests. Within Aurea, this is integrated into the analytics module.

Does the mobile app work offline?

Yes, both Aurea and the paired modules can be used offline. Field teams automatically synchronize once they are reconnected.

Are you considering these integrations? Learn more about Aurea CRM of CRM implementation advice for tailored advice.

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