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Built to Work with Microsoft

Full Compatibility with Microsoft 365, Entra ID, and Windows AD

From calendar syncing to single sign-on, SimplifyIT was built to work alongside Microsoft's stack. Whether your credit union or bank uses Microsoft 365, Entra ID (formerly Azure AD), or on-prem Active Directory, our intranet integrates cleanly and securely.

Authentication & Access

Office, Outlook, and Calendar Tools

  • Outlook Calendar - Display team events or department calendars via OWA
  • Link to or embed Microsoft Word, Excel, or PowerPoint documents
  • Open policies and forms using your default Office app

Real-World Examples

  • Staff log in using Microsoft 365 credentials (no extra passwords)
  • HR team syncs events from Outlook into the intranet calendar
  • Branch staff open Word-based procedures directly from the intranet
  • Lending dashboards show only for users in Lending AD groups

Still Using SharePoint? No Problem.

Many institutions keep using SharePoint for document storage while shifting communication and daily interaction to a more user-friendly intranet. SimplifyIT lets you link to SharePoint files, embed shared libraries, or route staff to documents without forcing a total migration.

  • Search SharePoint documents
  • Link to SharePoint folders or individual documents
  • Embed shared drive views in secure pages
  • Highlight SharePoint-based resources from the homepage

No Extra Tools. No Relearning.

SimplifyIT respects the systems your institution already relies on. By integrating directly with Microsoft, there's no need for duplicate credentials, external calendars, or new document workflows. It just works - right out of the box.

Related Features

 
 
 
 
On-Prem or Hosted
 
On-Prem or
 
Hosted
✓ Cloud Hosted.
✓ On Premise.
✓ Self-Hosted.

Choose what
fits your FI.
Audit Ready
 
Audit
 
Ready
✓ Documentation.
✓ Documentation.
✓ More Documentation.

Auditors and examiners love
documentation and exports,
the software abides.
Microsoft Integrated
 
Microsoft
 
Integration
✓ Entra AD.
✓ Teams.
✓ Office 365 Email.

Fully integrated.
 
Smart AI Search
 
AI-Assisted
 
Search
Smart, intent-based
search - powered by
AI. No training. No
exposure. Your data
stays private.
Policy Tracking
 
Policy
 
Tracking
Be ready for auditors
and examiners by
tracking those policy
acknowledgements.
Smart Workflows
 
Smart
 
Workflows
✓ Onboarding.
✓ Offboarding.
✓ Audit Exceptions.
✓ Everything Else.

Route, track and
document.
 
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