Microsoft 365 - Marq Integration and Automation

Common Integration Use Cases Between Microsoft 365 and Marq

1. Branded document and presentation creation from approved templates

Data flow: Microsoft 365 - Marq

Marketing, sales, and HR teams can create Word, PowerPoint, and Excel content in Microsoft 365 and push approved assets into Marq templates for controlled, on-brand output. This is useful for proposals, pitch decks, training materials, and internal communications where brand consistency matters.

• Teams draft content in Word or PowerPoint
• Approved layouts and brand rules are applied in Marq
• Final assets are distributed through SharePoint or Teams

2. Automated campaign asset distribution to teams

Data flow: Marq - Microsoft 365

When marketing publishes a new campaign kit in Marq, the finished assets can be automatically shared to Microsoft Teams channels, Outlook groups, or SharePoint libraries. This ensures regional teams, sales teams, and partners receive the latest approved materials without manual file handling.

• New brochures, one-pagers, or social graphics are published in Marq
• Files are posted to Teams for field access
• SharePoint stores the official version for governance and retrieval

3. Sales enablement content assembly for account teams

Data flow: Microsoft 365 - Marq

Sales teams can use customer-specific information from Excel, Word, or Power BI exports to populate Marq templates for account plans, proposals, and executive summaries. This reduces time spent manually formatting materials and helps teams produce polished, client-ready documents faster.

• Account data is maintained in Excel or exported from Power BI
• Sales content is assembled in Marq using standardized templates
• Completed materials are shared through Teams or Outlook

4. Internal communications and executive announcements

Data flow: Microsoft 365 - Marq

Corporate communications teams can draft announcements in Word, collaborate in Teams, and then use Marq to produce branded newsletters, leadership updates, or town hall materials. This supports consistent messaging across departments and locations while keeping the approval process centralized.

• Drafts and approvals happen in Microsoft 365
• Marq converts approved content into branded communication assets
• Final communications are distributed via Outlook, Teams, or SharePoint

5. HR onboarding and employee communications package creation

Data flow: Microsoft 365 - Marq

HR teams can manage onboarding content in Microsoft 365 and use Marq to generate consistent welcome packs, policy summaries, benefits guides, and manager checklists. This improves the employee experience and reduces the effort required to create location-specific onboarding materials.

• HR content is authored and reviewed in Word and SharePoint
• Marq applies branded templates for onboarding documents
• Materials are delivered through Teams or shared folders in SharePoint

6. Controlled regional customization of global marketing assets

Data flow: Bi-directional

Global marketing teams can store master content in SharePoint while regional teams use Marq to localize approved assets for their markets. Updated regional versions can then be returned to Microsoft 365 for review, approval, and archival, creating a governed localization workflow.

• Master assets are stored in SharePoint
• Regional teams adapt content in Marq for local language or market needs
• Approved versions are saved back to Microsoft 365 for compliance and reuse

7. Document approval and publishing workflow

Data flow: Microsoft 365 - Marq

Organizations can use Microsoft 365 for drafting, commenting, and approvals, then send the final approved content to Marq for branded publishing. This is valuable for policy documents, customer-facing collateral, and regulated communications where review control is essential.

• Authors collaborate in Word and Teams
• Approvers review and sign off in Microsoft 365
• Marq produces the final formatted version for distribution

8. Centralized asset storage and version control for branded content

Data flow: Marq - Microsoft 365

Completed Marq assets can be automatically stored in SharePoint or OneDrive as the system of record, giving teams a single place to search, retrieve, and reuse approved materials. This reduces duplicate files, improves version control, and supports auditability.

• Marq generates final branded files
• Files are archived in SharePoint or OneDrive
• Teams access the latest approved version from Microsoft 365