Microsoft 365 + Workday

Microsoft 365 to Workday Integration - Built by Harvard-educated Experts

Tired of copying data between Microsoft 365 and Workday by hand? Our Harvard-educated automation team builds a custom integration that syncs your data in real time - set up in 2 weeks.

8+ hours/week

Saved weekly

2 weeks

Setup time

98%

Client retention

One-way

Sync direction

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Why Connect Microsoft 365 to Workday?

Client engagement details in Microsoft 365 and time-tracking data in Workday do not align, making billing inaccurate

Manually copying data between Microsoft 365 and Workday wastes hours every week that could be spent on revenue-generating work

Transaction data in Microsoft 365 requires manual verification against Workday, increasing audit risk

No single source of truth when emails live in two disconnected tools, so staff second-guess which system has the correct information

Reporting across Microsoft 365 and Workday requires painful manual exports and spreadsheet merges

New team members take longer to onboard because they must learn manual workarounds to keep Microsoft 365 and Workday aligned

How We Help

Based in Gippsland, Victoria, Clever Ops understands the tools Australian Professional Services and Financial Services businesses depend on. We connect Microsoft 365 to Workday with purpose-built integrations that handle emails and calendar-events sync reliably at scale. On the technical side, Workday authenticates via OAuth, which our team handles as part of the build.

Unlock Workday Value

Workday stands out because unified platform for HCM, Financial Management, and Planning provides a single source of truth across HR, finance, and operations. Integrating it with Microsoft 365 means your team gets this benefit with complete, accurate data flowing in automatically.

Custom-Built for Your Workflow

Unlike generic connectors, we build integrations tailored to how your business actually uses Microsoft 365 and Workday. Custom field mappings, business rules, and error handling included.

Real-Time Visibility Across Teams

When a record updates in Microsoft 365, every team member working in Workday sees the change instantly. No lag, no stale dashboards, no conflicting reports.

Built-In Error Handling and Alerts

Our integrations include automatic retries, error queuing, and real-time notifications. If something fails between Microsoft 365 and Workday, your team knows immediately and the system self-recovers where possible.

Microsoft 365 to Workday Use Cases

Automated error handling and retry for Microsoft 365/Workday sync

When a sync between Microsoft 365 and Workday fails due to a rate limit, network issue, or validation error, the integration retries automatically with exponential backoff. Your team is alerted only when intervention is genuinely needed.

Data Mapping

How data flows between Microsoft 365 and Workday

Microsoft 365	→	Workday	Notes
Microsoft 365 Owner/Assignee	→	Workday Owner/Assignee	Record ownership mapped between platforms using email address as the matching key
Microsoft 365 Timestamps	→	Workday Audit Log	Created and modified timestamps preserved for sync conflict resolution and compliance
Microsoft 365 Record IDs	→	Workday External References	Cross-reference identifiers stored on both records for bidirectional lookups and deduplication
Microsoft 365 Calendar-events	→	Workday Custom Fields	Calendar-events data from Microsoft 365 stored in Workday custom fields for reference
Microsoft 365 Documents	→	Workday Custom Fields	Documents data from Microsoft 365 stored in Workday custom fields for reference
Microsoft 365 Files	→	Workday Custom Fields	Files data from Microsoft 365 stored in Workday custom fields for reference
Microsoft 365 Emails	→	Workday Custom Fields	Emails data from Microsoft 365 stored in Workday custom fields for reference
Microsoft 365 Contacts	→	Workday Custom Fields	Contacts data from Microsoft 365 stored in Workday custom fields for reference

Microsoft 365 + Workday Integration FAQ

By default, we configure Microsoft 365 to Workday as a one-way sync, but bi-directional sync is possible if your workflow requires it. We will assess the best approach during the discovery session.

We map automation data like emails and calendar-events from Microsoft 365 to the corresponding hr & payroll structures in Workday. Our team handles data transformation, validation, and conflict resolution between the two system types.

Absolutely. Custom field mapping is a core part of every integration we build. Whether it is custom properties in Microsoft 365 or user-defined fields in Workday, we map them precisely to your requirements. We can also transform data formats, apply business rules, and handle conditional mappings.

Our integrations include retry logic and error queuing. If Workday is temporarily down, changes are queued and replayed once the system recovers. You will receive alerts for any sync failures that need attention. No data is lost during outages.

Yes, every integration includes 3 months of post-launch support. We monitor sync health, troubleshoot issues, and make adjustments as your workflow evolves. Ongoing maintenance plans are available for businesses that want continuous optimisation.

Yes, we handle one-time historical data migrations alongside ongoing sync. We map your existing emails, validate data quality, and run test migrations before the final cutover. Most migrations complete within 4-8 weeks depending on volume.

Yes. All data is transferred over encrypted connections (TLS/SSL). We follow least-privilege API access, never store credentials in plain text, and log all sync activity for audit purposes. For Australian businesses with compliance requirements, we can implement additional safeguards.