Microsoft 365 and SharePoint for Advisory Firms
The office works from one shared system, not personal spreadsheets and email threads.
Much of what your office tracks in spreadsheets and email can run in Microsoft 365. Solution Driven Technology administers it day to day, and builds the shared lists and workflows the office runs on.
What can Microsoft 365 do for an advisory firm beyond email?
Microsoft 365 can carry much of the office's daily work. A SharePoint List, a shared list the whole office sees, tracks what sits in spreadsheets today. Microsoft Teams holds requests. Power Automate, a Microsoft 365 tool, moves work from one step to the next. Outlook workflows turn inbound email into tracked tasks. SDT has built each of these.
Who administers Microsoft 365, SharePoint, OneDrive and Teams day to day?
Solution Driven Technology administers them. SDT looks after accounts, licenses and security settings under your firm's policy. SharePoint sites, each person's OneDrive and Teams are kept in order.
How does a SharePoint List replace the spreadsheets our staff keep?
A personal spreadsheet is one person's memory. A SharePoint List is a shared record: each open item has an owner, a status and a due date. SDT designs the list around your process and has connected lists to the CRM. Staff work from the same queue.
What changes when our files live in OneDrive and SharePoint?
Files need not sit on laptops or in email. Each staff member's working files sit in OneDrive, their own file space in Microsoft 365. Shared files sit in SharePoint libraries. Your compliance team can review who has access to both. Access follows the firm's policy, not the individual.
More questions
What does Teams do for us that email does not?
Email threads lose requests. In Teams, each kind of work gets a channel, a shared space for those who handle it. A request there has an owner and a next step everyone sees. SDT has built Teams workflows around how offices hand work between people.
Where do Power Automate flows come in?
A flow watches for a trigger, applies rules and moves the work: a form submission creates a list item and a CRM task, an overdue item sends a reminder. In Microsoft 365 work, SDT has used flows to connect SharePoint, Outlook, Teams, Excel and Salesforce.
What happens to the recurring work we do in Excel and Outlook?
Recurring figures stay in Excel. An Office Script, a saved set of steps, refreshes the workbook the same way every time. SDT has built Outlook workflows that turn a client request or custodian notice into a tracked task.
Is Microsoft 365 work compliance-reviewed?
Yes. Work in SharePoint, OneDrive, Teams and Outlook touches client data, as a CRM does. Every solution goes through your firm's compliance review before it goes live. SDT prepares what the reviewer needs. The finished system is documented, so the firm knows what runs where.
Name what your office still tracks in a spreadsheet.
On the call, SDT looks at how that work runs today, says which part of Microsoft 365 should carry it, and what access that needs. Or start with a CRM and operations audit.