Approve, Ask and Get Alerted Without Leaving Teams
Meetings, chats and approvals already happen in Teams, but the ERP behind them usually needs a separate login and a separate screen. This integration brings the ERP into Teams directly: an approval arrives as a card with the details attached, a question gets a live answer from ERP data, and an alert lands where your team is already looking.
50+ ERP and software projects. Zero failed projects since 2021.
An approval that waits for a login waits too long
Teams is where your organisation already spends the day. An approval sitting in a separate ERP inbox competes for attention it usually loses.
A card in Teams beats a queue in the ERP
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.
- Approval requests posted with full context attached.
- Approve or reject with a click, no separate login.
- Decision recorded in the ERP with the usual audit trail.
An answer during the meeting, not after it
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.
- Business questions answered inside a Teams chat or channel.
- Answers built from live ERP data, not a stale export.
- No detour out of the conversation to get an answer.
What a real approval card looks like
The record, the relevant context, and a decision that is one click away.
From a standalone ERP screen to a Teams-native workflow
What a Microsoft Teams integration typically covers
We start with the approvals and questions that slow your team down most often.
Approval cards
Purchase, discount and expense approvals actionable directly from a Teams message.
Business Q&A; bot
Stock, order and cash questions answered from live ERP data inside a Teams chat.
Alerts and exceptions
Stock shortages and unusual orders posted to the right channel automatically.
Status updates
Order and shipment status posted automatically as milestones are reached.
Meeting-linked lookups
Relevant ERP data surfaced automatically for a scheduled review meeting.
Team notifications
The right person or channel notified based on your ERP's own routing rules.
What connecting Teams to your ERP changes
Why teams choose TCB Infotech for Teams integration
Microsoft Teams AI integration questions
What does Microsoft Teams AI integration do?
Can approvals happen inside a Teams channel or chat?
Can it answer business questions in Teams?
Does this depend on Microsoft's own Copilot?
How does it respect our existing permissions?
How long does a first integration take?
Put the decision where the conversation already is
Most approval delays are not about hesitation, they are about the request sitting in a system nobody is currently looking at. Teams is where your organisation is already looking most of the day.
Bringing ERP approvals, questions and alerts into Teams, with your existing permissions and audit trail intact, closes that gap without adding a new habit for anyone to learn.
Bring Your ERP Into Microsoft Teams
Book a free consultation. Tell us which approvals or questions slow your team down most, and we will scope the integration.
Book a Free Consultation →No commitment. A practical look at your Teams workflow.
What Is Inside the Microsoft Teams AI Integration
Bringing approvals and answers into Teams has to stay fast without cutting corners on control. Here is how the cards, the bot and the permissions work together.
From a Teams message to a properly recorded action
Everything needed to decide, in one message
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.
- Full context attached to every approval card.
- Policy checks already run and shown before the decision.
- Same ERP workflow and audit entry as a manual approval.
A bot that knows what it should and should not answer
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.
- Access checked against your existing ERP permissions.
- No broader visibility than the ERP already grants.
- Declines a question clearly rather than answering incorrectly.
The relevant data, ready before the meeting starts
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.
- Relevant data surfaced ahead of scheduled meetings.
- Posted directly into the meeting chat automatically.
- No last-minute report pull before a review.
Everything the Teams integration includes
Direct message and channel support
Private or shared questions and alerts, depending on how your team is organised.
Approval escalation
Unactioned approvals escalated automatically after an agreed time window.
Card templates per workflow
Different approval and alert card layouts tailored to each specific workflow.
Usage analytics
What is being asked and approved through Teams, tracked for visibility over time.
Tenant-level controls
Admin controls to manage which teams and users the integration is active for.
Model-agnostic build
Built so the underlying AI approach can be upgraded without a rebuild.