Built to Work with Microsoft

Email
Teams

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.

Setting up Microsoft SSO yourself? Follow our step-by-step Azure App Registration Guide to get started quickly and securely.

Authentication & Access

Teams, Office, Outlook, and Calendar Tools

  • Microsoft Teams - launch chats, calls, and presence-aware links
  • 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.

Common Questions

Does SimplifyIT support Microsoft 365 Single Sign-On (SSO)?
Yes. Staff can log in using their existing Microsoft 365 credentials through Entra ID (formerly Azure AD) with secure SSO.
What if we still use on-prem Active Directory?
No problem. SimplifyIT supports Windows authentication behind the firewall and works with on-prem AD environments.
Can we embed or link to SharePoint documents?
Yes. You can link to folders, individual files, or even embed shared libraries inside your intranet.
Does SimplifyIT replace SharePoint?
Not necessarily. Some banks and credit unions use SimplifyIT alongside SharePoint - keeping it for storage while moving daily communication and workflows to a more user-friendly intranet.
Can access be based on Microsoft groups or roles?
Yes. Access can be tied to Entra ID or AD groups, so intranet content is automatically personalized by role, branch, or department.
Do we need to learn new tools?
No. SimplifyIT works with the Microsoft stack you already use - no retraining, duplicate logins, or new calendars required.

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.
 
Instant Search
 
Instant
 
Search
Smart, relevant
real-time, Instant
Search - restricted
by role.
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.
 
✦ trusted in banking since 2004 ✦