Seamless Apps. Powerful Results
Microsoft Teams Integration for ERPNext
Get Started



Microsoft Teams Integration for ERPNext Collaboration Automation
Tridots Tech delivers Microsoft Teams–ERPNext integration to enable real-time notifications, approval alerts, and workflow updates across Sales, HR, Finance, Projects, and Operations—directly inside Microsoft Teams.
6 POWERFUL FEATURES
Why Choosing the Right ERP Matters for Your Business
Choosing the right ERP system directly impacts
Smart Lead Tracking
Track every lead, score them automatically, and never miss an opportunity.
Unified Conversations
Custom Workflows
Build forms, fields, and processes your way. No compromises.
Smart Automation
Visual Pipelines
See your entire sales process in one glance with drag-and-drop ease.
50+ Integrations
Connect seamlessly with tools you already use — calendars, email, and business apps.
Your Flexible, Affordable Business Solution
Why Integrate Microsoft Teams with ERPNext?
Integrate ERPNext with Microsoft Teams to receive real-time ERP notifications and approvals inside Teams.
Real-time ERPNext alerts in Teams
Workflow approval notifications
Faster decision-making
Less email clutter
Unified ERP collaboration
Ideal for SMEs, enterprises, IT teams, remote teams, and fast-growing organizations.
Key Features of Microsoft Teams ERPNext Integration
Enable seamless ERP collaboration using secure Microsoft APIs and native Frappe event triggers.
ERPNext Notifications in Microsoft Teams
Receive real-time ERPNext alerts directly in Microsoft Teams.
Sales Orders, Invoices, Payments
Purchase Orders & Expense claims
HR alerts (Leave approvals, onboarding)
Project tasks & milestones


Approval & Workflow Alerts
Approve ERPNext documents faster—without logging into ERPNext repeatedly.
Approval requests for ERPNext documents
Approved / Rejected status updates
Faster workflow completion
Improved audit and approval visibility
Microsoft 365 Identity & User Mapping
Secure and seamless mapping between ERPNext users and Microsoft Teams users.
ERPNext users mapped to Microsoft 365 accounts
Secure authentication using Microsoft identity
Role-based notification delivery
Enterprise-grade access control


Centralized Collaboration in Teams
Bring ERPNext communication directly into Microsoft Teams.
ERP notifications inside Teams chats & channels
Reduced email clutter
Faster responses and collaboration
Improved cross-team coordination
Native ERPNext & Frappe Integration
Microsoft Teams integration built natively using Frappe.
Uses ERPNext workflow and notification framework
Server-side event triggers
Secure API-based communication
No third-party dashboard dependency

Key Features of Microsoft Teams ERPNext Integration
Enable seamless ERP collaboration using secure Microsoft APIs and native Frappe event triggers.
ERPNext Notifications in Microsoft Teams
Receive real-time ERPNext alerts directly in Microsoft Teams.
Sales Orders, Invoices, Payments
Purchase Orders & Expense claims
HR alerts (Leave approvals, onboarding)
Project tasks & milestones

Approval & Workflow Alerts
Approve ERPNext documents faster—without logging into ERPNext repeatedly.
Approval requests for ERPNext documents
Approved / Rejected status updates
Faster workflow completion
Improved audit and approval visibility

Microsoft 365 Identity & User Mapping
Secure and seamless mapping between ERPNext users and Microsoft Teams users.
ERPNext users mapped to Microsoft 365 accounts
Secure authentication using Microsoft identity
Role-based notification delivery
Enterprise-grade access control

Centralized Collaboration in Teams
Bring ERPNext communication directly into Microsoft Teams.
ERP notifications inside Teams chats & channels
Reduced email clutter
Faster responses and collaboration
Improved cross-team coordination

Native ERPNext & Frappe Integration
Microsoft Teams integration built natively using Frappe.
Uses ERPNext workflow and notification framework
Server-side event triggers
Secure API-based communication
No third-party dashboard dependency

Our Research-Driven Design Process
Planning
Research Plan
Participant Recruitment Criteria
Interview Guides
Test Plan
Research
Surveys
Competitive Analysis
Heuristic Evaluation
Analysis
We synthesize research data to identify patterns, insights, and opportunities.
Affinity Diagrams
User Personas
Journey Maps
Insight Reports
Wireframing
We translate research insights into visual concepts that address user needs.
Information Architecture
Validation
How Microsoft Teams Integration Works in ERPNext
ERPNext events trigger Frappe-based workflows that instantly push notifications to Microsoft Teams.
Accounting
Automate bookkeeping, GST invoicing & reporting in real time.
Buying
Manage the entire procurement cycle from RFQ to PO effortlessly.
Selling
Drive higher sales & deliver smoother customer experience.
CRM
Improve lead conversion, sales tracking, and customer relationships.
Asset Management
Monitor, upgrade & report asset flows in real time.
Projects
Deliver projects on time with team assignment and task tracking.
HR & Payroll
Manage onboarding, payroll, shifts, leaves, and appraisals.
Help Desk / Support
Track tickets, issues, and provide seamless customer support.
Website & CMS
Build your web portal, blog, and product pages in one place.
sTEP 1
ERPNext Event Trigger
An event occurs in ERPNext (submit, approve, update).
sTEP 2
Frappe Server Event
ERPNext triggers a server-side hook or background job.
sTEP 3
Microsoft Teams API Call
A secure API request is sent to Microsoft Teams.
sTEP 4
Notification Delivered
Message is posted instantly to the selected Teams channel or user
sTEP 5
Calls Logged in ERPNext
Incoming calls appear in ERPNext Call Logs with caller details.
STEP 4
Note:
Telegram notifications support both individual chats and group chats.
Business Use Cases of Microsoft Teams ERPNext Integration
We are a team of innovative UI/UX designers turning ideas into intuitive, visually striking websites and mobile apps. From branding to prototyping, we craft fast-loading static websites that ensure a strong, efficient online presence for every business.
Sales order & invoice notifications
Purchase approvals & expense workflows
HR leave & onboarding alerts
Project task & milestone updates
Workflow and system notifications
Management approval tracking
️Websites for Services & Businesses
Showcase your services, establish credibility, and make it easy for visitors to contact you—ideal for consultants, traders, salons, accountants, cafes, gyms, clinics, and more.
Product Marketing Websites
Highlight your product features, benefits, and calls to action for industries like automobiles, electronics, online courses, eBooks, and SaaS applications.
Personal Websites & Blogs
Tell the world who you are with a personal portfolio, blog, or identity site—perfect for influencers, authors, freelancers, and professionals.
Portfolio Websites
Showcase your creative work through images or videos—ideal for designers, architects, photographers, creative studios, and agencies.
Your Flexible, Affordable Business Solution
Technical Overview
ERPNext Microsoft Teams collaboration integration for real-time notifications and approvals.
Platform
ERPNext
Framework
Frappe
Collaboration Channel
Exotel Cloud Telephony
Microsoft Services
Microsoft 365, Teams APIs
Supported ERPNext Versions
v14, v15
Category
ERP Collaboration Integration
License
Custom / Open-Source Components
iOS Application Development Company
At Tridots Tech, one of the leading iPhone app development companies, we understand what it takes to deliver exceptional, high-performing iOS applications that meet your expectations and business goals. With 18+ years of experience in iOS development, innovation, and research, we have the expertise to handle everything—from creating brand-new apps to enhancing or debugging existing iOS applications.
Reach High-Value iOS Users Worldwide
Stay Ahead with Innovative iOS App Development
Deliver Fast, Secure & High-Performance iOS Applications
60% Higher User Retention with iOS Apps
Faster Load Times & Seamless App Performance
Boost App Store Ranking & Downloads
Top-Grade App Security & Data Privacy
Microsoft Teams Setup & Configuration
Tridots Tech manages the complete ERPNext–Teams integration setup.
Microsoft Azure App Registration
Microsoft Teams API permissions
Secure OAuth authentication
Teams channel & user mapping
ERPNext workflow and event mapping
Notification templates & testing
Build a Strong Digital Presence & Brand Identity
Attract More Visitors & Generate Quality Leads
Improve User Experience with Responsive Design
Enhance Business Efficiency through Automation
Achieve Better SEO & Online Visibility
Drive Revenue with Scalable Web Solutions
STEP 4
Note:
Tridots Tech handles end-to-end setup, testing, and deployment.
Installation & Deployment
Microsoft Teams integration is deployed as a custom Frappe application inside ERPNext.
Business Analysis
Understand your business needs and identify the right ERP strategy for maximum impact.
ERP Implementation
Deploy ERPNext tailored to your workflows — fast, efficient, and with minimal disruption.
Customization
Adapt ERP features to match your industry-specific processes and business goals.
Integration
Connect ERPNext with third-party tools like payment gateways, CRMs, or e-commerce platforms.
Data Migration
Securely transfer your legacy data into ERPNext without loss or duplication.
Support & Maintenance
Ensure smooth, ongoing ERP operations with expert support and timely updates.
01
Flexible Deployment
Secure cloud or on-premise ERPNext setup
02
Cloud Compatible
Runs on Frappe Cloud, AWS, Azure, and DigitalOcean.
03
Secure access with optimized performance.
Why Choose Tridots Tech?
Trusted ERPNext specialists providing secure Microsoft Teams collaboration integrations.
ERPNext & Frappe Experts
Certified ERPNext integration specialists
Microsoft Teams Integration
Proven Microsoft API & Teams automation expertise
Secure & Scalable Design
Enterprise-grade security and access control
End-to-End Delivery
From setup to go-live and ongoing support
Our Research-Driven Design Process
Planning
Research Plan
Participant Recruitment Criteria
Interview Guides
Test Plan
Research
Surveys
Competitive Analysis
Heuristic Evaluation
Analysis
We synthesize research data to identify patterns, insights, and opportunities.
Affinity Diagrams
User Personas
Journey Maps
Insight Reports
Wireframing
We translate research insights into visual concepts that address user needs.
Information Architecture
Validation
ERPNext WooCommerce Integration – Business Benefits
Trusted ERPNext experts delivering secure, scalable Twilio communication integrations.
Accounting
Automate bookkeeping, GST invoicing & reporting in real time.
Buying
Manage the entire procurement cycle from RFQ to PO effortlessly.
Selling
Drive higher sales & deliver smoother customer experience.
CRM
Improve lead conversion, sales tracking, and customer relationships.
Asset Management
Monitor, upgrade & report asset flows in real time.
Projects
Deliver projects on time with team assignment and task tracking.
HR & Payroll
Manage onboarding, payroll, shifts, leaves, and appraisals.
Help Desk / Support
Track tickets, issues, and provide seamless customer support.
Website & CMS
Build your web portal, blog, and product pages in one place.
Get Started with Microsoft Teams ERPNext Integration
Book a Demo
Get the clarity you need with these commonly asked questions.
Is ERPNext a good alternative to Microsoft Dynamics 365?
Yes, ERPNext is a cost-effective cloud ERP alternative with faster deployment and easier customization.
Why is ERPNext cheaper than Microsoft Dynamics 365?
Which ERP is better for small and mid-sized businesses?
Is ERPNext cloud-based like Microsoft Dynamics 365?
Can ERPNext handle manufacturing and multi-location businesses?
Commitment to Excellence
Our Services
Our Products
ERPNext
Stories
Career
Blogs
Contact Us
© 2025 Tridots Tech. All rights reserved.
Privacy Policy