Microsoft 365 integration by David Simpson Apps vs monday.com's native Microsoft integration (2026)

Quick verdict: monday.com includes native connectivity to Microsoft Teams, Outlook, OneDrive, and Azure AD — at no extra cost. It handles Teams notifications, Outlook email automation, SSO via Azure AD, and basic file attachment from OneDrive. What it does not do is give your team a SharePoint file browser inside monday.com, generate Word documents or PDFs from board data, display Excel charts in dashboards, or automate actions in SharePoint. If your Microsoft 365 work goes beyond attaching the occasional file, the native integration will reach its limit quickly. The Microsoft 365 app by David Simpson Apps fills that gap — and for teams of up to 2 users, it does so for free.

At a Glance

Pricing as of May 2026.

What monday.com's native Microsoft integration actually includes

monday.com's native Microsoft connectivity covers four areas:

Microsoft Teams

The Teams integration lets your team embed monday.com boards as tabs inside Teams channels, receive board notifications via the monday.com Teams bot, create monday.com items from Teams conversations, and share board links directly in Teams chats. This is a communication bridge — it brings monday.com notifications and board access into Teams. It does not add any SharePoint or OneDrive capability.

Microsoft Outlook

monday.com's native Outlook integration supports automation recipes that send email notifications via Outlook when item statuses change, and allows calendar synchronisation so monday.com deadlines appear in your Outlook calendar. It is focused on notifications and scheduling — not document workflows.

OneDrive (Files column)

monday.com includes a Files column type that can link to files stored in OneDrive or SharePoint. Team members can browse their own OneDrive, attach a file to an item, and click through to open it in Office Online in a new browser tab. This is a file attachment mechanism — useful for occasionally linking a document to a task, but not a file browser. The file viewer is monday.com's own lightweight preview; permissions from Microsoft 365 are not enforced within monday.com.

Azure Active Directory / Microsoft Entra ID

Enterprise monday.com accounts support SSO via Azure AD and user provisioning via SCIM, meaning IT can automate user onboarding and offboarding through Microsoft Entra ID. This is an identity management integration, not a file or document integration.

What it does not include

• No SharePoint document library browser embedded in monday.com
• No ability to open files in desktop Word, Excel, or PowerPoint directly from monday.com
• No automatic SharePoint folder creation when items are added to a board
• No document generation (Word, PDF, HTML email) from monday.com data
• No Excel charts or cell data in monday.com dashboards from SharePoint files
• No Excel import/export to a SharePoint-hosted spreadsheet
• No cross-platform automation between monday.com events and SharePoint actions
• No Outlook calendar event creation for shared inboxes, group calendars, or iCalendar invite distribution
• No AI-assisted analysis of Microsoft 365 file content

What the Microsoft 365 integration by David Simpson Apps adds

The Microsoft 365 integration by David Simpson Apps for monday.com is a native monday.com marketplace app that extends what monday.com can do with Microsoft 365 — specifically in the areas where the native integration stops. It installs from the monday.com marketplace and runs on monday.com's own SOC 2 Type II, ISO 27001, GDPR, and HIPAA certified infrastructure.

SharePoint and OneDrive file access inside monday.com

Instead of a file attachment, the the Microsoft 365 app embeds a full SharePoint document library browser directly in monday.com item views and board views. Team members can see, open, and edit files without leaving monday.com. They can browse folder structures, open files in desktop Office applications with a single click, and have changes automatically saved back to SharePoint. Microsoft 365 permissions are inherited — users see only the files they are authorised to access in SharePoint, with no separate permission configuration needed in monday.com.

Files are transmitted directly from Microsoft to your browser — the app server never sees your file content. Only access tokens are stored, securely within monday.com's own infrastructure. The app works on iOS and Android monday.com apps as well as desktop.

Document generation from board data

The app generates Word documents, PDFs, or both in a single action from monday.com item and board data using templates stored in SharePoint. When an item is created or a status changes, an automation recipe fills the template with live board data — names, dates, column values, subitem rows — and saves the completed document to any SharePoint subfolder. HTML email generation from board data is also supported.

Excel integration

The app can export monday.com board data to an Excel spreadsheet stored in SharePoint on a schedule — keeping a shared spreadsheet permanently in sync with your board without manual exports. It can also import rows from a SharePoint-hosted Excel file as monday.com items at a set interval. Separately, it can display charts and cell data from Excel files in monday.com dashboard widgets.

SharePoint folder automation

Automation recipes in the app can create SharePoint folders when monday.com items are created, apply templated folder structures for new projects, create subfolders when subitems are added, and copy files attached to monday.com item updates into the configured SharePoint folder — all without leaving monday.com and without building any external workflow.

Sidekick AI Skills

The integration registers AI skills with monday.com's Sidekick assistant. In boards where the app is installed, you can ask Sidekick to extract data from Excel files, analyse Word documents, process Outlook email threads, or discover available SharePoint sites — without leaving monday.com.

Outlook email & calendars

The philosophy around Outlook automations for the app is to improve where the native product is lacking.

The app provides recipes to send emails from personal and shared inboxes in automations and workflows, as well as importing historical data from Outlook into Emails & Activities for monday CRM. It also allows you to send emails with invites attached in iCalendar format.

For Outlook Calendar, it supports automation blocks for all personal and shared calendars (not just the default one), and all group calendars – all of these features are completely missing in the native app.

Feature comparison: Where each is the right tool

Communication: Microsoft Teams and Outlook

Use the native integration. The native Teams and Outlook connectivity is the right choice for keeping Teams channels updated with board activity, embedding boards in Teams tabs, and sending Outlook notifications from monday.com automation recipes. The the Microsoft 365 app does not replicate these features and is not designed to.

Calendaring & events

Use the the Microsoft 365 app. The native integration is very limited on calendaring. It can only create events in the default personal calendar for a person. The the Microsoft 365 app supports this, as well as all calendars for the person, all calendars for shared inboxes, and calendars for Microsoft 365 Groups. Additonally, it enables you to send iCalendar invites as email attachments.

Basic file attachment

The native integration is enough. If your team occasionally needs to attach a Word document or PDF to a monday.com item and open it in a browser, monday.com's Files column handles that without any additional app. The the Microsoft 365 app is not needed for this use case.

Browsing SharePoint document libraries from monday.com

The the Microsoft 365 app is required. The native integration has no SharePoint file browser. If your team needs to see a folder structure, open the right version of a file, or access SharePoint libraries without tab-switching, the native integration cannot do this.

Document generation

The the Microsoft 365 app is required. The native integration has no document generation capability. Creating Word documents, PDFs, or HTML emails from board data requires the the Microsoft 365 app (or an automation platform like Power Automate, with additional setup and licensing complexity).

Excel in monday.com dashboards

The the Microsoft 365 app is required. monday.com's native Excel support is limited to exporting your board as an Excel file. The the Microsoft 365 app is the only way to display live Excel charts and cell data from a SharePoint-hosted spreadsheet inside a monday.com dashboard.

SharePoint folder and document automation

The the Microsoft 365 app is required. The native integration does not trigger any actions in SharePoint. Creating folders, generating documents, or exporting data to SharePoint based on monday.com events requires either the the Microsoft 365 app or a separate automation platform.

Single sign-on and user provisioning

Use the native integration. Azure AD SSO and SCIM provisioning are handled entirely by monday.com's native enterprise tier. The the Microsoft 365 app does not replace or extend this.

Pricing comparison

The native integration is included as part of the monday.com cost itself, however some functionality is only available in workflows – and is more limited in automations – so really requires an enterprise plan. The the Microsoft 365 app costs extra because it provides capabilities that monday.com does not build natively — the SharePoint file browser, document generation engine, and Excel dashboard integration. Also, all automation blocks in workflows are fully supported with the exact same functionality in automations.

For teams of 1–2 users, the the Microsoft 365 app is also free. For larger teams, the decision is whether the additional capability justifies the cost — which depends on how actively your team works with SharePoint files and documents.

All pricing as of May 2026. Verify current rates at the monday.com marketplace.

What customers say about the Microsoft 365 integration by David Simpson Apps

"Spent a lot of time searching for a way to export files from Monday.com to SharePoint, and this app has been a game changer. It's significantly reduced our team's manual workload! The support team is also incredibly responsive and helpful." — LN

"We used the integration to centralise project management across monday.com and SharePoint while maintaining compliance requirements for a healthcare organisation." — Savvy

"The app has resulted in a 50% reduction in administrative workload. Support has been phenomenal, accelerating and complementing monday.com as a platform." — Christopher Thompson, Managing Director

When the native integration is enough

The native Monday.com Microsoft integration is the right choice when:

• Your main Microsoft touchpoint is Teams. Board tabs in Teams, bot notifications, and item creation from chats are all handled well natively. No additional app needed.
• You occasionally attach files. If your team's SharePoint use within monday.com amounts to linking a file to an item every now and then, the Files column does the job at no extra cost.
• You need SSO via Azure AD. User provisioning and single sign-on are enterprise features handled entirely within monday.com's own Microsoft integration.
• You just need basic Outlook notifications. If your automation need is "email me when a status changes," native Outlook automation recipes cover this without additional tooling.

When you need the the Microsoft 365 app

The Microsoft 365 integration by David Simpson Apps is the right choice when:

• Your team accesses SharePoint files daily and needs them inside monday.com. The file browser embedded in item views eliminates constant tab-switching between monday.com and SharePoint.
• You generate documents from board data. Proposals, project reports, contracts, meeting notes — any Word document or PDF that pulls from monday.com item fields requires the the Microsoft 365 app.
• You use Excel for reporting and want it in your monday.com dashboards. The only way to display live Excel data from SharePoint in a monday.com dashboard is through the the Microsoft 365 app.
• You need SharePoint folders created automatically. When a new client is added to a board, creating the matching SharePoint folder automatically is a one-click automation recipe in the the Microsoft 365 app.
• You need advanced Outlook calendaring. The the Microsoft 365 app supports shared inboxes, group calendars, and all personal calendars — not just the default one. It can also send emails with iCalendar invites attached.
• You want AI to work with your Microsoft 365 files. Sidekick AI Skills let you ask monday.com's assistant to extract data from Excel, analyse Word documents, process Outlook emails, or discover SharePoint sites — directly from your boards.
• You need enterprise-grade multi-step workflows. Workflows (enterprise/pro) decouple triggers from actions and support multiple Microsoft 365 user authentications within a single monday.com account.
• Compliance is non-negotiable. The app runs on monday code — monday.com's SOC 2 Type II, ISO 27001, GDPR, and HIPAA certified infrastructure. Files flow directly from Microsoft to your browser; the app server never sees your file content.
• Your team is larger than 2 seats but needs the app. The free tier covers 2 users; paid plans start at $10/month for up to 5 seats.

Do you need one or both?

The native integration and the the Microsoft 365 app are not alternatives to each other in the traditional sense — they cover different parts of the Microsoft 365 surface area.

Many teams run both simultaneously without conflict: the native integration handles Teams notifications and SSO, while the the Microsoft 365 app handles SharePoint file access, document generation, and Excel dashboards. There is no overlap between these feature sets, so enabling both gives you the complete picture.

A team that only uses Teams for communication and occasionally attaches a file to a monday.com item has everything it needs in the native integration. A team that builds documents from board data, manages SharePoint libraries from within monday.com, or runs Excel-based dashboards needs the the Microsoft 365 app on top.

Quick decision guide

The verdict

monday.com's native Microsoft integration does exactly what it is built for: connecting Teams and Outlook to your boards, handling SSO, and providing basic file attachment. It is solid within those bounds.

It is not built for SharePoint document management, and it was not designed to be. Teams that work daily with SharePoint files, generate formatted documents from board data, or need Excel analytics in monday.com dashboards will outgrow the native integration quickly.

The Microsoft 365 app by David Simpson Apps starts where the native integration stops. For teams up to 2 seats it is free, so there is no cost reason not to try it. For larger teams, the question is whether the time saved on document workflows and file management justifies a starting cost of $10/month — for most teams that actively use both Monday.com and SharePoint, it does.

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Disclosure: This comparison is written by David Simpson Apps, the developer of the Microsoft 365 SharePoint integration for monday.com. Information about monday.com's native Microsoft integration is sourced from monday.com's public integration documentation and verified against the monday.com marketplace, May 2026.