Home | Connectors | Microsoft 365 | Microsoft 365 - Axiell Integration and Automation
Microsoft 365 and Axiell complement each other well in cultural heritage environments where staff need to manage collections, collaborate on content, share documents, and coordinate public access workflows. Microsoft 365 provides the collaboration, communication, document management, and reporting layer, while Axiell serves as the system of record for collection metadata, preservation, and discovery. The following integration use cases focus on practical operational value.
Curators, archivists, and collection managers can store and collaborate on acquisition policies, cataloging standards, conservation procedures, and donor agreements in SharePoint and Word, while linking those documents to related records in Axiell. This creates a controlled working space for draft documents, approvals, and version history without duplicating authoritative collection data.
When new acquisitions, digitization projects, or backlog cataloging initiatives are underway, Axiell records can trigger Microsoft Teams notifications and task discussions. Teams channels can be used to coordinate work between curators, digitization staff, and metadata specialists, with links back to the relevant Axiell object or item record.
Institutions often need to manage supporting files such as images, scans, transcripts, condition reports, and exhibition assets. Microsoft 365 can act as the collaboration layer for these files, while Axiell stores the collection metadata and preservation context. Staff can upload working files to OneDrive or SharePoint, review them collaboratively, and then publish approved assets or references into Axiell.
Teams preparing exhibitions, online exhibits, or public discovery pages can use Microsoft 365 to draft labels, interpretive text, and marketing copy, then validate and publish approved content through Axiell. This supports a structured review process where content creators work in Word and Teams while collection specialists ensure accuracy against the authoritative Axiell record.
Significant updates such as metadata corrections, deaccessioning steps, conservation actions, or rights changes can be routed through Microsoft 365 approval processes. Axiell can provide the source record and change request details, while Microsoft Power Automate, Outlook, and Teams support review, approval, and audit communication before the update is finalized in Axiell.
Axiell collection data can be combined with Microsoft 365 activity data to create dashboards in Power BI for leadership and operational teams. Examples include digitization throughput, backlog reduction, collection growth, public access usage, and workflow status across departments. This gives managers a clearer view of both collection operations and collaboration activity.
Microsoft 365 can host training materials, SOPs, onboarding guides, and recorded walkthroughs for Axiell users. Staff can access curated learning content through SharePoint and Teams, while Axiell-specific procedures, metadata rules, and preservation guidelines remain tied to the operational system. This is especially useful for onboarding new catalogers or supporting distributed teams across multiple sites.
Research inquiries, donor questions, and reference requests can be tracked in Microsoft 365 using Outlook, Teams, and shared lists or forms, then linked to relevant Axiell collection records. Staff can collaborate on responses, attach supporting documents, and maintain a clear history of communication while preserving the authoritative collection context in Axiell.
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