NetSuite + Microsoft Teams
NetSuite answers in Teams for the rest of the company
Microsoft 365 shops can keep NetSuite in finance and still let department channels look up sales orders, quotes, and quantity on hand, all read-only and with no extra NetSuite login per teammate.
Kipper is a Teams app that queries your synced NetSuite records: sales orders, quotes, inventory quantity on hand, invoices, vendors, and purchase orders. A NetSuite admin connects the account, and Teams users in department channels ask in plain English. Access is permissioned and logged.
Do we have enough SKU-9011 to fill SO-22018?
SO-22018 needs 120 of SKU-9011
Is quote Q-4410 still pending for Lakeshore Medical?
Q-4410 is still Pending Approval, $48,600, created Mar 2.
Microsoft Teams channels can pull read-only sales orders, quotes, invoices, and inventory from NetSuite through Kipper. Department staff who should not hold a NetSuite seat get their answers without leaving Microsoft 365.
No NetSuite UI training for Microsoft 365 users
Sales orders, quotes, and quantity on hand in department channels
A Teams app install rather than a browser hop
Read-only NetSuite access with a per-query log
What your team can ask
What department channels can ask NetSuite in Teams
The kind of thing a plant or sales channel needs to know before committing to a date.
"Which open sales orders ship to Ohio this week?"
Inside sales planning follow-ups
"Is quote Q-4410 still pending for Lakeshore Medical?"
Project owner in a department channel
"Do we have enough SKU-9011 to fill SO-22018?"
Plant supervisor checking quantity on hand
Who it's for
Who gets NetSuite answers in Teams
Project owner
Check whether a quote is still pending or a sales order has shipped, right in the project Teams channel, without a NetSuite login.
Department coordinator
Look up vendor bill status or an open purchase order when a cost-center channel asks, instead of pinging the NetSuite admin.
Inside sales
Confirm quantity on hand before promising a date, from the sales team in Teams.
Service dispatcher
See if a customer's last invoice is paid before scheduling an on-site visit.
Plant supervisor
Ask for quantity on hand or an open sales order from the shop-floor Teams channel.
SaaS partner manager
From the partner channel in Teams, pull a reseller's quarterly totals grouped by Department, with no NetSuite seat involved.
Retail receiving lead
When a delivery lands, confirm in the Teams channel which purchase orders for that vendor have already been billed and which are still open.
How it works
How Microsoft 365 gets a NetSuite lookup
Connect NetSuite, sync your records, set who sees what, then add Kipper in Teams.
Authorize NetSuite
A NetSuite admin grants Kipper read-only access from the Kipper admin portal.
Sync operational records
Sales orders, quotes, inventory, invoices, and vendors sync on a near-real-time cadence (about five minutes).
Scope Teams visibility
Map department channels to the NetSuite records those teams should see.
Add Kipper in Teams
Install the Teams app. People type a question in a channel or chat and get a read-only answer.
How Kipper handles access
Read-only. Permissioned. Logged.
- Kipper never creates, updates, or deletes NetSuite records.
- You choose what each user or team can see.
- Every question is written to an audit log.
- Pricing is the same on every interface. See plans.
Also for NetSuite
Other ways to ask NetSuite through Kipper
+ 
NetSuite + Slack
Ask NetSuite in a Slack channel without an extra NetSuite login
+ 
NetSuite + ChatGPT
Live NetSuite records in a ChatGPT thread via MCP
+ 
NetSuite + Claude
NetSuite lookups inside a Claude project
+ 
NetSuite + Google Gemini
NetSuite facts in Gemini via MCP
+ 
NetSuite + SMS
Text a question and get NetSuite numbers back on any phone
FAQ
NetSuite in Microsoft Teams
M365 channels, NetSuite objects, and how the Teams app is installed.
Keep NetSuite seats for finance and give everyone else Teams
Department channels get their own answers, and nothing in NetSuite can be changed from Teams.