Projects is the project delivery module of the So365 One platform.
It provides consistent, structured project workspaces in Teams and SharePoint - ensuring every project starts well, stays organised and remains visible from start to finish.
One unified solution for sales → delivery → support
Three modules. One shared Microsoft 365 data foundation. End‑to‑end operational flow.
Projects works seamlessly alongside CRM and Cases as part of the integrated So365 One platform.
Won opportunities from CRM become projects in one click
Project workspaces are created instantly with tasks, files and templates
Cases and support activity stay linked to active projects and clients
Designed to work with Microsoft Copilot experiences across the full lifecycle
Configurable by design - extend fields, workflows and automations as needs evolve
Key Projects features
The essentials - with much more available.
Project workspaces
Pre‑configured project spaces with tasks, files and channels in Teams and SharePoint.
Tasks & milestones
Track deliverables, due dates and responsibilities with clear, structured views.
Risks, issues & dependencies
Centralised risks, actions, issues and dependencies - visible to the whole team.
Project files & documents
All project documentation stored in SharePoint with versioning and co‑authoring.
Progress & status
Clear project health, status and visibility across active work.
CRM → Projects handover
Create a full project workspace directly from a won opportunity.
Why organisations choose So365 Projects
Built on the Microsoft 365 foundation you already trust
Microsoft 365-native foundation
No new tools to learn - Teams and SharePoint are already familiar
Project data stays in your tenant - secure, compliant and governed
Designed to work with Microsoft Copilot- for summaries, updates and visibility
Simple automation - reminders, task updates and status flows via Power Automate
Better collaboration - conversations, files and tasks in one workspace
Lower cost of ownership - no standalone project tools or external integrations
What Projects unlocks as part of So365 One
Smooth handover from Sales → Delivery
Clear visibility across all active projects
Consistent structure and delivery processes
Reduced admin and duplicated work
Rich reporting from a shared Microsoft 365 data foundation
Seamless integration with Cases for support and operations