Threekit - Microsoft 365 Integration and Automation

Common Integration Use Cases Between Threekit and Microsoft 365

1. Product launch collaboration and approval workflow

Data flow: Threekit ? Microsoft 365

When a new configurable product is created in Threekit, key stakeholders can receive automated notifications in Microsoft Teams and Outlook, with supporting assets stored in SharePoint. Product managers, marketing, sales, and legal teams can review 3D renders, pricing variants, and approved copy in a shared Microsoft 365 workspace before launch.

• Speeds up cross-functional review cycles
• Creates a single approval trail for launch readiness
• Reduces errors caused by version confusion across teams

2. Sales enablement content distribution

Data flow: Threekit ? Microsoft 365

Approved Threekit visuals, configuration views, and AR assets can be pushed into SharePoint libraries or embedded into PowerPoint decks used by sales teams. Reps can access the latest product imagery, configuration examples, and customer-facing presentation materials directly from Microsoft 365 without requesting files from marketing.

• Ensures sales teams always use current product visuals
• Improves consistency in customer presentations and proposals
• Reduces manual asset requests and file sharing overhead

3. Customer proposal and quotation support

Data flow: Threekit ? Microsoft 365

For complex or customizable products, Threekit configuration outputs can be inserted into Word or PowerPoint proposal templates and paired with pricing summaries in Excel. This allows sales operations teams to generate tailored customer proposals with accurate visual representations of the selected product options.

• Improves proposal accuracy for configurable products
• Shortens quote-to-proposal turnaround time
• Helps customers understand options before purchase

4. Internal product knowledge hub

Data flow: Threekit ? Microsoft 365

Threekit product configuration rules, visual references, and approved asset links can be stored in SharePoint as a centralized knowledge base for sales, support, and channel partners. Updates made in Threekit can sync to Microsoft 365 so teams always reference the latest product information, while feedback from Microsoft 365 users can be routed back to product teams for correction or enhancement.

• Supports self-service access to product information
• Reduces dependency on subject matter experts
• Improves alignment between product, sales, and support teams

5. Customer support case resolution with visual context

Data flow: Microsoft 365 ? Threekit

Support teams using Outlook or Teams can attach Threekit configuration links, screenshots, or AR views to customer cases stored in Microsoft 365. This helps agents quickly identify the exact product variant a customer purchased or configured, improving troubleshooting and reducing back-and-forth communication.

• Speeds up issue diagnosis for customized products
• Improves first-contact resolution rates
• Provides a clearer record of the customer?s selected configuration

6. Marketing asset governance and compliance

Data flow: Threekit ? Microsoft 365

Marketing teams can manage approved product visuals, campaign copy, and usage guidelines in SharePoint, while Threekit serves as the source for generated product imagery and configuration-specific assets. This integration helps ensure only approved visuals are used in campaigns, dealer communications, and regional marketing materials.

• Strengthens brand and content governance
• Reduces risk of outdated or incorrect product imagery
• Supports controlled reuse of approved assets across channels

7. Executive reporting on visual commerce performance

Data flow: Threekit ? Microsoft 365

Threekit engagement and conversion data can be exported into Excel or Power BI for reporting in Microsoft 365. Business leaders can analyze which product configurations, visual experiences, or AR interactions drive the highest engagement, conversion, and return reduction across product lines.

• Enables performance tracking of visual commerce initiatives
• Supports data-driven merchandising and marketing decisions
• Helps identify high-performing product configurations

8. Team collaboration on product content updates

Data flow: Microsoft 365 ? Threekit

Product, merchandising, and content teams can use Teams and SharePoint to coordinate updates to product descriptions, imagery requirements, and configuration rules. Once changes are approved in Microsoft 365 workflows, the finalized content can be published into Threekit for customer-facing use.

• Improves coordination across distributed teams
• Creates a structured process for content changes
• Reduces delays in updating customer-facing product experiences