Microsoft 365 Integration for Bank Intranets: What It Should Actually Do
By SimplifyIT | Published
Microsoft 365 ≠ Seamless Intranet Integration
Just because your financial institution uses Microsoft 365 doesn't mean your intranet is integrated. Many banks and credit unions assume that tools like SharePoint or OneDrive are all they need - but most staff still struggle to find what they need, launch a Teams chat, or use Outlook to get reminders about internal tasks.
What Real Integration Looks Like
A truly integrated intranet should use Microsoft 365 tools without being dependent on them. Here's what that means in practice:
- Microsoft Entra login: Staff log in using their existing Microsoft 365 credentials (no new passwords)
- Teams presence: Show who's online directly in your intranet directory
- Teams chat launch: Click a name to start a 1:1 or group chat instantly
- Outlook-based reminders: Notifications can route to Outlook when approvals, reviews, or alerts are triggered
Why Banks and Credit Unions Need More Than SharePoint
Microsoft 365 integration should make life easier - not more fragmented. SharePoint is great for files, but it lacks the structured permissions, forms, requests, and workflows banks need to manage internal operations. That's where an integrated intranet shines.