Microsoft+ Milemarker Integration

Microsoft+ Milemarker Integration | Own Your Data

Connect Microsoft and Milemarker to Unlock the Power of Integration

Set Up Your First Integration

Quickly connect your Microsoft tools (like Outlook, Teams, Excel, SharePoint, and Dynamics 365) to Milemarker and centralize your productivity, communication, and client data workflows.

Milemarker seamlessly integrates with Microsoft’s suite of tools, helping financial firms consolidate their systems, automate operations, and get more value from their Microsoft ecosystem.

How It Works

Choose a Trigger

A Trigger is the event that starts your workflow—such as:

A new email in Outlook
A Teams meeting scheduled
A row added in Excel

A contact updated in Dynamics 365

Add Your Action

An Action is what Milemarker does in response—like:

Creating a new CRM record
Updating a client file
Logging a compliance note
Syncing data across platforms

You're Connected!

Now your Microsoft data flows through Milemarker’s secure, advisor-optimized infrastructure—helping you turn siloed tools into a cohesive wealth management experience.

⚙️ Supported Microsoft Tools

- Microsoft Outlook – Email and calendar automation

- Microsoft Excel – Financial data synchronization and reporting

- Microsoft Dynamics 365 – CRM integration and contact management

- SharePoint – Document management and firm-wide access

Why Choose Milemarker?

Built for Advisors

Milemarker bridges the gap between Microsoft’s general-purpose tools and the specialized workflows of RIAs and financial professionals

Real-Time Sync

Keep your Microsoft apps in sync with your core systems—without duplicate data entry

Simplified Automation

Replace clunky manual workflows with intelligent automation that works behind the scenes

Ready to Make Microsoft Work for You?

If your firm relies on Microsoft, Milemarker can help you get more from your investment—by transforming your data into action, unifying your systems, and enabling your team to focus on what matters most: the client.

Let’s connect your Microsoft ecosystem with Milemarker today.