monday.com for healthcare teams: project management with Microsoft 365 compliance

Healthcare organisations that use monday.com for project management almost always also run Microsoft 365. SharePoint holds contracts, NDAs, compliance documentation, and business case templates. OneDrive carries working files. Excel feeds reporting. Without connecting the two platforms, teams switch between systems constantly — and every file transfer is a potential governance gap.

The challenge is that most integration tools solve this by moving data between systems in the background. For healthcare, that's the wrong model. What you need is an integration that surfaces Microsoft 365 content inside monday.com, using the access controls your organisation has already defined in Microsoft Entra ID — so files never leave your tenant and permissions are never bypassed.

This guide covers how the Microsoft 365 SharePoint integration for monday.com addresses these requirements, and how healthcare-sector teams have used it in practice.

The compliance problem with standard integration approaches

Most monday.com integrations with Microsoft 365 work by connecting the two platforms via a third-party automation service — Zapier, Power Automate, Make — and triggering file copies or data transfers between them. For many industries this is fine. For healthcare, it creates questions that are harder to answer: where does the data transit? Who can access it in transit? Does the automation tool's data processing agreement align with your compliance obligations?

The Microsoft 365 SharePoint integration for monday.com takes a different approach. It is a native monday.com app — installed from the monday.com marketplace and hosted on monday.com's own infrastructure — that connects to your Microsoft 365 tenant using each user's existing credentials. Files are not copied to a third-party service. They remain in SharePoint or OneDrive for Business, where they have always been, and are displayed inside monday.com through a secure, permissioned connection.

If a team member does not have access to a file in SharePoint, they will not see it in monday.com. The integration cannot grant permissions beyond what Microsoft Entra ID already allows. This means your existing governance controls — role-based access, conditional access policies, sensitivity labels — remain the source of truth.

Infrastructure certifications

The integration runs on monday code — monday.com's isolated app hosting infrastructure. monday code holds SOC 2 and ISO 27001 certification and is designed to support GDPR and HIPAA-eligible workloads. To be precise: these are monday.com's certifications for the hosting platform, not certifications held by David Simpson Apps or by the integration itself. The integration runs on top of that platform and operates within its compliance posture.

What this means in practice for healthcare deployments:

• Hosted on certified infrastructure — monday code (the hosting platform) holds SOC 2 and ISO 27001 certification; your security team can request monday.com's compliance documentation
• HIPAA-eligible hosting — monday code is designed to support HIPAA workloads; BAA arrangements are with monday.com, not David Simpson Apps; confirm with your compliance team whether your specific use case and data types require a BAA
• GDPR support — monday code is designed to support GDPR requirements; applicable for European healthcare organisations processing EU personal data

Your Microsoft 365 tenant's own compliance posture — retention policies, audit logs, sensitivity labels, data loss prevention rules — applies to the files the integration accesses, because those files remain in Microsoft 365 throughout.

What the integration does in a healthcare context

Centralised document access without copying files

Standard compliance documentation — contracts, vendor NDAs, business case templates, process improvement records — lives in SharePoint. The integration embeds these directly inside monday.com board views and item pages. Team members open, view, and edit them from inside monday.com using their Microsoft 365 credentials. The file stays in SharePoint. No copy is created. Version history, retention policies, and audit logging remain in Microsoft 365 where they belong.

Standardised templates across projects

Healthcare project teams frequently work from standard document templates: business case formats, project charter structures, handover checklists, vendor assessment frameworks. Keeping these templates in a single administered SharePoint library — and surfacing them inside monday.com — ensures every project uses the current, approved version rather than a locally saved copy from six months ago.

Automated project setup

When a new project item is created on a monday.com board, the integration can automatically create the corresponding folder structure in SharePoint and generate initial documentation from your templates. A project kick-off that previously required manual SharePoint housekeeping before any real work could start becomes a triggered automation: item created → folders created → initial documents filed.

Compliance reporting from Excel

Reporting data maintained in SharePoint as Excel files — portfolio status, resource utilisation, compliance tracking — can be displayed as live charts and values inside monday.com dashboards. Reporting becomes a view of the current state rather than a manually refreshed export process.

Healthcare workflows this supports

Vendor and technology programme management

Vendor contracts and NDAs held in SharePoint, accessible from monday.com project items. Status tracked in monday.com. No manual file copying between systems during procurement and vendor review cycles.

Compliance and regulatory project tracking

Compliance initiatives tracked in monday.com with supporting documentation — policy drafts, evidence files, audit artefacts — embedded from SharePoint. Access restricted to users with the appropriate SharePoint permissions. Audit log in Microsoft 365 records who accessed what and when.

Infrastructure and facilities projects

Physical infrastructure programmes across multiple sites, managed in monday.com with project documentation in SharePoint. Folder structures per project created automatically on item creation, consistent across all programmes.

Business case development

Business case templates retrieved from a central SharePoint library, opened and edited in Word from inside monday.com, saved back to SharePoint with version history intact. No circulated email attachments; no out-of-date local copies.

In practice: healthcare PMO deployment

Juan Pyco, Managing Director and Founder of SAVVY — a monday.com certified partner specialising in project management solutions for the healthcare and FinTech sectors — has deployed the Microsoft 365 SharePoint integration as a core component of healthcare-sector PMO implementations.

In a representative deployment, SAVVY built a centralised PMO for a healthcare client managing approximately 50 annual projects across vendor technology, physical infrastructure, events, and process improvement initiatives. Previously run across Excel spreadsheets stored in SharePoint with no centralised visibility, the new setup brought project tracking into monday.com while keeping documents in SharePoint — accessible from inside monday.com with Microsoft 365 permissions enforced throughout.

Juan Pyco

Managing Director and Founder at SAVVY

Due to its benefits, low cost, and continuous delivery of new features, we continue to find Microsoft 365 SharePoint & Outlook integration – for monday.com to be baseline configuration across all of our PMO solutions.

Read the customer story

Deployment considerations for healthcare IT

Initial setup: A Microsoft 365 Administrator (or SharePoint Administrator) is required once, to grant organisation-wide consent for the integration via Microsoft's standard OAuth 2.0 flow. This is a one-time step. After consent is granted, individual users authenticate with their own Microsoft 365 credentials — no further IT involvement is needed for day-to-day use.

Data residency: Files accessed through the integration remain in your Microsoft 365 tenant. The integration does not store or cache file content. Your Microsoft 365 data residency configuration applies.

Existing access controls: Microsoft Entra ID conditional access policies, MFA requirements, and sensitivity labels apply to the integration's connections, because it authenticates using standard Microsoft OAuth. No additional access configuration is required.

monday.com account requirements: The integration requires a monday.com account. Automation features are available on all paid plans; unlimited automations are included on enterprise plans.

Pricing

Free for up to 2 seats, with no time limit and full feature access — suitable for initial evaluation. For healthcare teams:

Frequently asked questions

Is this integration HIPAA compliant?

The integration runs on monday code — monday.com's hosting infrastructure, which is designed to support HIPAA-eligible workloads. monday.com holds the relevant infrastructure certifications; David Simpson Apps does not independently hold HIPAA certification for the integration. Whether your specific deployment meets your organisation's HIPAA requirements depends on your data types, use case, and BAA arrangements with monday.com. Confirm with your compliance team. The integration does not store or cache file content — it accesses files via the Microsoft Graph API using user credentials and displays them inside monday.com.

Does this require a Business Associate Agreement (BAA)?

If your use case involves Protected Health Information (PHI), you will need a BAA with monday.com. Contact monday.com's enterprise team to confirm BAA availability for your account type. The Microsoft 365 SharePoint integration itself processes file metadata and content through the connection — your compliance team should assess the data flows for your specific use case.

Where are files stored? Do they leave our Microsoft 365 tenant?

Files remain in SharePoint or OneDrive for Business throughout. The integration accesses them via the Microsoft Graph API using each user's credentials, and displays them inside monday.com. No file content is copied to a third-party server or cached by the integration.

Does initial setup require our Microsoft 365 Global Administrator?

A Microsoft 365 Administrator or SharePoint Administrator can grant consent — a Global Administrator role is not required in most tenants. This is a one-time step. After consent is granted, individual users authenticate independently.

Can we restrict which SharePoint sites or folders the integration can access?

The integration accesses SharePoint and OneDrive for Business within the scope of each user's existing permissions. It cannot access files a user is not already authorised to see. Restricting access is done through your existing SharePoint and Entra ID permission management — no additional configuration in the integration is required.

Does this work alongside our existing Zapier or Power Automate workflows?

Yes. The integration is a separate, native monday.com app. It does not conflict with existing automation workflows. Many teams use it alongside Power Automate — the integration for in-context file access and document generation inside monday.com; Power Automate for background workflows between other systems.

Or read the complete guide to Microsoft 365 SharePoint integration for monday.com for a full feature walkthrough.

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