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  • Writer's pictureSara Millis

Smarter workflows: The Slack M365 integration for small businesses

Are you tired of juggling multiple communication tools and productivity apps to keep your small business running smoothly?


We all realise that seamless collaboration and efficient workflows are paramount to success. That's where the powerful combination of Slack and Microsoft 365 (M365) comes into play.


This IT Soho article explores how integrating Slack, the popular communication app, and Microsoft 365, a comprehensive suite of office applications and cloud services, can revolutionise your small business workflows.


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Understanding Slack and Microsoft 365

When creating a well-oiled machine for your small business, getting familiar with the core components of Slack and Microsoft 365 is essential. Let's look at each tool and understand how they complement each other seamlessly.


What is Slack?

Slack is a versatile communication software (app) designed to foster organisational collaboration and teamwork. With its user-friendly interface, Slack allows teams to communicate in real-time through channels, direct messages, and file sharing. Say goodbye to cluttered email threads and embrace instant messaging that keeps your conversations organised and accessible.


Introduction to Microsoft 365

Microsoft 365, formerly Microsoft Office 365, is a comprehensive suite of productivity tools and cloud services offered by Microsoft. It includes familiar applications like Word, Excel, PowerPoint, and Outlook and cloud-based services like OneDrive and SharePoint. Integrating M365 ensures your team can access essential documents, files, and collaborative features within one unified platform.


Understanding the capabilities of Slack and Microsoft 365 sets the stage for unlocking the full potential of their integration. In the following sections, we'll delve into the benefits this collaboration brings to your small business, optimising your communication, collaboration, and productivity like never before.



The benefits of Slack M365 integration

As a decision-maker and business owner, you always seek solutions to enhance your team's productivity and efficiency. Integrating Slack and Microsoft 365 offers many benefits that can transform your small business's operations.


Here are what we consider the core benefits of this powerful collaboration:


Streamlined communication

  • Real-time collaboration - Slack's channels give your team a centralised space for real-time conversations. Whether discussing a project, sharing ideas, or resolving issues, your team can communicate efficiently without the delays often associated with email threads.

  • Instant messaging and file sharing - Slack's direct messaging feature lets team members exchange quick messages privately. Additionally, sharing files becomes a breeze, enabling seamless collaboration and version control.


Enhanced collaboration

  • Co-authoring in Office apps - With Microsoft 365's co-authoring feature, multiple team members can collaborate on documents, spreadsheets, and presentations simultaneously. Co-authoring fosters a cohesive environment where ideas can flourish, producing more robust and refined outputs.

  • Seamless integration with Office apps - Slack and M365's integration empowers your team to create, edit, and share Office documents directly from Slack, breaking down silos and simplifying workflows.


Centralised information

  • Slack, the central hub - Slack is a centralised hub for discussions, updates, and project-related information. Keep your team in the loop with easy access to essential announcements, and search for past conversations effortlessly.

  • M365, organised document management - Microsoft 365's OneDrive and SharePoint ensure your files are well-organised and easily accessible. Say goodbye to digging through cluttered folders; finding the right document is just a few clicks away!

Improved productivity

  • Reduced email overload - Slack minimises the need for lengthy email threads, decluttering your team's inboxes. Important information is readily available in designated channels, freeing time for essential tasks.

  • Automation and integration capabilities - Slack and M365 offer a range of integrations and automation tools. You can streamline repetitive tasks, automate notifications, and simplify workflows, boosting productivity.


With these benefits in mind, let's set up your Slack and M365 integration.



How to set up the Slack integration with your M365 software

Setting up the Slack integration with Microsoft 365 is a straightforward process that empowers your small business with seamless collaboration and enhanced productivity. Let's walk through the step-by-step guide to get your team up and running:


  1. Sign in to Slack - If your team already uses Slack, sign in to your workspace. If not, create a new workspace by providing your email address and following the prompts.

  2. Set up your Slack channels - Slack channels allow you to create team-specific threads for collaboration.

  3. Install the Microsoft 365 app - In Slack, navigate to the App Directory and search for "Microsoft 365." Press "Install" to add Slack to your workspace.

  4. Connect your M365 account - Once the app is installed, connect your Microsoft 365 account to Slack. This integration will enable you to create, share, and edit documents directly within Slack channels.

  5. Configure app settings - Customise the app settings to fit your team's needs. You can choose which channels to link to M365, set default file storage options and control permissions.

  6. Test the integration - Create a test channel and experiment with sharing files, co-authoring documents, and utilising other integrated features. This step ensures that everything is functioning smoothly.

  7. Communicate with your team - Inform them about the integration and its benefits. Encourage everyone to explore the new tools and discover how they can streamline their workflows.


Congratulations! Your Slack and M365 integration is now up and running, bringing a new level of efficiency and collaboration to your small business.


Remember to regularly review and optimise your settings to maximise the potential of this integration fully.


If you are in the central London area and looking for an IT expert to help you get set up - someone who can manage your entire IT provision, contact Eric.



Addressing common concerns with the Slack M365 integration

As with any business decision, you may have some valid concerns about integrating Slack and Microsoft 365. Let's address the most common questions and provide the information you need to make an informed choice for your small business.


Is it worth the investment?

Integrating Slack and Microsoft 365 brings a wealth of benefits to your small business, enhancing collaboration and productivity. While there may be some associated costs, it's essential to consider the long-term value these tools offer. Assess your team's needs and weigh the advantages of streamlined communication and improved workflows against the investment.


Security considerations

Security is a top priority for any business, and rightfully so. Both Slack and Microsoft 365 take data security seriously and offer robust measures to protect your sensitive information. From data encryption in transit and at rest to access controls and compliance certifications, these platforms prioritise safeguarding your data.


We recently wrote an article on Microsoft's 2023 security updates that will expand on the information above.


How does Slack compare to Microsoft Teams?

Microsoft Teams is another popular communication app, often compared to Slack. While both offer valuable features, Slack's simplicity and user-friendly interface are its strengths, making it an excellent choice for small businesses seeking straightforward communication. On the other hand, Microsoft Teams provides a more comprehensive suite of collaboration tools, including full video conferencing, particularly for larger organisations. Slack does offer video "huddles", but the interface is quite basic. However, using Slack huddles may be a quick and easy way for team members to communicate and solve problems without requiring document sharing.


Slack integration with other apps

Slack's flexibility extends beyond Microsoft 365 integration. Its vast app ecosystem allows easy integration with numerous third-party tools, further enhancing your team's productivity. Whether it's project management, customer support, or file-sharing apps, Slack's compatibility ensures seamless workflows. That's something that Teams and collaboration tools like it don't have the capacity for.


Ease of integration with Microsoft 365

The integration process between Slack and Microsoft 365 is designed to be user-friendly, with intuitive setup and configuration steps. The step-by-step guide in the previous section will assist you in seamlessly integrating the two platforms without complex technical expertise (but if you need help, please ask!).



FAQ section - What businesses usually ask us about Slack

As you explore the possibilities of integrating Slack and Microsoft 365 for your small business, you may have some burning questions in mind. Let's address the most common queries to help you make informed decisions.


Q: Do I have to pay for the Slack app?

Slack offers both free and paid plans. The free plan includes basic features and is suitable for small teams. Paid plans give you extra functionality, from unlimited message history to advanced administration controls and enhanced security features, making them ideal for growing businesses.


Q: What can you tell me about Slack pricing?

Slack pricing is pretty simple and structured into four plans:

  • Free - £0 per month

  • Pro - £5.75 per month per active user, paid annually (£7 if you choose to pay monthly)

  • Business+ - £9.75 per month per active user, paid annually (£11.70 if you choose to pay monthly)

  • Enterprise - You need to speak to the sales team regarding this option.


Q: Is Slack less secure than Microsoft Teams?

Both Slack and Microsoft Teams prioritise data security. Slack utilises encryption for data in transit and at rest and offers various security controls. As part of Microsoft 365, Microsoft Teams adheres to robust security standards, including compliance certifications, data loss prevention, and advanced threat protection.


Q: How easy is Slack to integrate with other apps in my business?

Slack's app ecosystem allows easy integration with various third-party apps. Whether you need project management tools, cloud storage, or analytics, Slack's compatibility ensures a seamless experience for your team, enhancing overall efficiency.


Slack API access has allowed hundreds of new software apps and integrations to be made available in the Slack app directory.



Conclusion: So, should you or shouldn't you integrate Slack with M365?

In the fast-paced world of small business, optimising communication and collaboration is critical to staying ahead of the competition. Integrating Slack and Microsoft 365 presents a dynamic solution to elevate your team's productivity and foster seamless workflows.


Remember, the power to transform your business is within your reach. Embrace smarter workflows with Slack M365 integration now!


Contact us today to learn how our IT services can help you streamline your small business with powerful software like Slack and Microsoft 365.

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