ClariDuty 365 + Microsoft 365

Put controlled compliance data to work in the Microsoft tools your teams already use.

ClariDuty provides governed data feeds and workflow building blocks for Power BI, Teams, SharePoint, Power Apps and Power Automate. Connections are activated only after your Microsoft administrator approves the design and permissions.

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Practical integration patterns

See exactly how Microsoft 365 fits into the workflow.

These are supported configuration patterns, not claims that every connector is active by default.

Power BI

Starter reporting model

Use the tenant-scoped ClariDuty data feed and generated Power Query starter to build incident, CAPA, inspection and overdue-action reporting in Power BI.

  • ✓ Customer-controlled connector key
  • ✓ CSV and JSON data feeds
  • ✓ Refresh schedule set in Microsoft 365
  • ✓ Starter query available in the reporting centre
Microsoft Teams

Action and escalation notifications

Route selected reminders, assignment notices and escalation events into the Teams channels chosen by your organisation.

  • ✓ New high-priority incident
  • ✓ Action assigned to an owner
  • ✓ Deadline approaching
  • ✓ CAPA ready for independent verification
SharePoint

Governed list synchronisation

Map approved ClariDuty datasets to SharePoint lists for controlled operational visibility without making protected evidence public.

  • ✓ Field mapping before activation
  • ✓ Organisation-scoped records
  • ✓ Scheduled or workflow-triggered sync
  • ✓ Microsoft administrator approval required

Teams notification sample

A useful alert, not another stream of noise.

Managers choose which events are sent, who receives them and when an overdue item escalates.

CDClariDuty 365Workflow sample

CAPA requires verification

Reference
CAPA-1042
Site
Distribution Centre
Owner
Operations Manager
Due
Today

Designed for IT governance

Customer-controlled access from the start.

Least privilege

Scope each connector to the approved organisation, datasets and actions.

Auditable changes

Critical connector actions and created records are retained in ClariDuty audit history.

Protected evidence

Documents remain authenticated; public links are not used for protected operational records.

Clear responsibility

Your Microsoft administrator controls tenant consent, destination access and Microsoft retention settings.

Start with one workflow

Bring your Microsoft 365 administrator and operational owner into the same conversation.

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