Summary:
In ERPNext ([login to view URL]), users can attach files to every transactions. These files can be managed with a very basic file manager in ERPNext. The goal is to make use of the much more complete document management capabilities offered by Sharepoint within Office 365. This would also improve the aspect of project management, which could also benefit from an integration with SharePoint.
SharePoint also have the possibility to manage Contacts, which could be synchronized with ERPNext.
I do not know all the capabilities offered by the Office 365 API, your input would be appreciated regarding this aspect. This will of course impact the feasibility of the project.
I can provide an ERPNext test instance and an Office 365 account for development purpose.
Here is a high level overview of the requirements:
ERPNext
Setup
Integration
Office365 Settings
Checkbox Enable Sharepoint
Text Field If checked, verify if root site is present. If not, enter site name, ERPNext's current company proposed as default site name
Checkbox Enable SharePoint Contacts. If checked, add a Contacts application to the root site. Create synchronization logic to keep contacts in sync
Dropdown list If Enable SharePoint Contacts, allow user to select synchronization frequency, 1 hour being the default choice
Button Sync Contacts. Trigger a synchronization.
Checkbox Create a new Sharepoint Site when creating a Project. If checked, whenever a project gets created, also create a sub site under the root site with the project name
Any documents attached to a project in ERPNext would go to the Documents section of the associated Sharepoint sub site
Project
Project name
[login to view URL]
[login to view URL]
Checkbox Enable Sharepoint Documents. Every attachment would be redirected to Sharepoint.
If checked, create the following structure under the Documents section of the root site:
Accounts
Sales Invoice
2016-03
Invoice.0001
Invoice.0002
[login to view URL]
[login to view URL]
Selling
Buying
Stock
HR
Website
Setup
Email Email Account
Add Office 365 to the Service list
When Office 365 is choosen, populate server and port field accordingly
Contact List
When creating a new contact, synchronize it with the root site Contacts application
File Manager
Display content of SharePoint root site Documents (or disable File Manager…)