--- title: "Nutrient Workflow and Microsoft product integration" canonical_url: "https://www.nutrient.io/guides/workflow-automation/faq/nutrient-workflow-integrate-microsoft-products/" md_url: "https://www.nutrient.io/guides/workflow-automation/faq/nutrient-workflow-integrate-microsoft-products.md" last_updated: "2026-06-09T07:58:07.281Z" description: "Explore how Nutrient Workflow integrates with Microsoft tools like SharePoint and Excel to enhance process automation and improve data management." --- # Optimize your workflow with Microsoft Nutrient Workflow integration ## Nutrient Workflow and Microsoft overview Organizations rely on Microsoft applications for collecting and sharing data across their enterprise. There are various Microsoft products we have integrated with, including Sharepoint, Excel, Dynamics, and SSO. Leveraging the power of Nutrient Workflow with existing technology allows for a streamlined end-user experience and auditing and tracking of processes within your organization. ### **Sharepoint** You can allow users to upload a file to [Sharepoint](/guides/workflow-automation/faq/can-nutrient-workflow-pass-files-into-sharepoint.md) as part of any process using an AWS Lambda function. This function will push a file uploaded in an Nutrient Workflow process to a destination folder in Sharepoint. #### Requirements * You will need a process with at least one form task before the lambda function task. * Including an Nutrient Workflow form on your process that captures username, password, and an attachment field to upload your Sharepoint file. #### Implementation * Enter your SharePoint credentials, upload your file to the initial form, and then submit. * This AWS Lambda function, when run successfully, will return a URL to the file uploaded to SharePoint. ### **Microsoft Office, Excel** The seamless integration between [Nutrient Workflow and Excel](/guides/workflow-automation/faq/using-excel-to-enhance-your-automation.md) allows you to create a process in which you import an existing spreadsheet, map the cells to data fields on a web form, and use this data to drive workflow decisions. Another possible integration is automatically capturing and importing records to your Excel sheet based on a form that was filled out. #### Requirements * An Excel sheet for your existing processes for capturing data. #### Implementation * [Excel Import:](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/standard-task-excel-import.md) Nutrient Workflow allows you to create a process in which you import an existing spreadsheet, map the cells to data fields on a web form, and then continue to optimize further and automate using Nutrient Workflow's workflow development toolkit. * Design a simple form in Nutrient Workflow that contains the same fields from the Excel document that you'd like to be filled in. * In Nutrient Workflow, you'd configure an Excel Import task and map similar fields together. * This process takes the data from spreadsheets you're already using, moves the data into our online platform, and uses this data to drive workflow decisions. * [Excel Batch:](/guides/workflow-automation/admin-guide/processes/tasks/standard-task/standard-task-excel-batch.md) A powerful workflow task that allows you to submit a single Excel sheet with the relevant data for each record. Nutrient Workflow will seamlessly capture each row of data as a new request in the system, eliminating any unnecessary keying in of data and clerical errors. * Create an Excel spreadsheet with rows of records that need to be created as workflow instances in Nutrient Workflow. * Map the columns in the spreadsheet to fields on the form in the process you’re looking to launch in batch using an Excel Batch task. * Launch the Excel Batch process and upload any spreadsheet with matching columns to launch child requests, instantly completing the form task and bringing the data into the Nutrient Workflow platform to begin further processing and data-driven workflow routing. ### **Microsoft Dynamics** Nutrient Workflow Team and customer's internal resource designed multiple solutions that utilized Nutrient Workflow's [API](/guides/workflow-automation/admin-guide/development-resources/api-information.md). This was able to: * Automatically trigger an Nutrient Workflow request from MS Dynamics when a member of internal sales submits the opportunity * Workflow data is available between Nutrient Workflow database and the customer's data lake * Power BI utilizes real-time data in the data lake as requests are updated. ### **Active Directory/SSO** [Single sign-on](/guides/workflow-automation/admin-guide/settings/single-sign-on-sso.md) (SSO) is a session and user authentication service that allows users to use one login combination across multiple applications. Nutrient Workflow offers integration with SSO/ADFS/SAML2.0. #### Example * This option delegates authentication to your IDP using the standard HTTP POST SAML2.0 flow. * Nutrient Workflow will initiate an AUTHN request to your IDP and redirect the user to your authentication endpoint. * Your IDP will authenticate the user and then cause the user's browser to post a SAML Assertion with the user's profile information to the Nutrient Workflow ACS URL. * Nutrient Workflow will validate the SAML Assertion with the signing certificate provided by the IDP. * If Valid, Nutrient Workflow will provision the user or update the user's Nutrient Workflow profile if it already exists. ### Microsoft Word/PowerPoint Using a Lambda function, you can fill a docx or pptx template with Nutrient Workflow data. For example, push Nutrient Workflow user and class data into a Word or PowerPoint document to create a certification document based on completed training. --- > Part of [Frequently asked questions](/guides/workflow-automation/faq.md) ## Related pages - [Connect Nutrient Workflow to an external SQL Server database](/guides/workflow-automation/faq/adding-sql-server-db-to-nutrient-workflow.md) - [Add tables to email notifications easily](/guides/workflow-automation/faq/adding-tables-to-email-notifications.md) - [Streamline task management with the Form Assigner](/guides/workflow-automation/faq/assign-future-tasks-with-the-form-assigner.md) - [Customize your login screen with these easy tips](/guides/workflow-automation/faq/can-i-change-the-login-screen.md) - [Changing milestone task names in project management](/guides/workflow-automation/faq/can-i-change-the-name-of-a-milestone-task-on-a-process-in-production.md) - [Authenticate HTML forms with SAML securely](/guides/workflow-automation/faq/can-we-authenticate-with-saml-when-hosting-html-forms-outside-the-nutrient-workflow-portal.md) - 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