SharePoint CRM Operations

Launch and status hub for the SharePoint CRM site and the first Snowflake-to-SharePoint Reverse ETL sync. Microsoft 365 blocks embedded iframe rendering, so the supported path is to open the workspace directly.

Open SharePoint CRM in Microsoft 365 Open Monitor

Microsoft 365 workspace

SharePoint requires Microsoft 365 authentication and does not allow this workspace to render inside a public iframe. Use the launch button to open the live CRM site in a new tab.

Launch SharePoint CRM

SharePoint site ready
Teemails CRM Operations site and lists are available.

Ready

Executive CRM Summary synced
First live Reverse ETL sync completed for one list.

Synced

Other CRM lists pending
The remaining six CRM lists are intentionally not synced yet.

Pending

Reverse ETL scheduling pending
Manual sync is proven; recurring orchestration is still planned.

Pending

Secret store and certificate hardening pending
Move runtime certificate material into managed secret storage before scheduling.

Pending

Synced listExecutive CRM Summary

Last sync statusLive sync complete; idempotency verification passed.

Rows synced14Rows read from Snowflake and present in SharePoint.

Latest verificationInserted 0, updated 0, skipped 14 unchanged rows.

Source martMARTS_DEV.EXECUTIVE.MART_EXECUTIVE_OPERATIONS_SUMMARY

Snowflake/dbt docsSee repository documentation under docs/sharepoint_crm and docs/dbt.