Does Retain support Microsoft integrations?

Yes. Retain integrates with Outlook and Microsoft 365 calendars.

Can integrations be built through middleware?

Yes. Retain supports platforms such as MuleSoft and Azure Logic Apps.

Are integrations secure?

Yes. All integrations operate within the security framework described in Security & Compliance.

Can Retain integrate with CRM systems?

Yes. CRM platforms can connect to support demand forecasting.

Platform → Integrations & Calendar Sync

Enterprise integrations without vendor lock-in

Retain delivers technology-agnostic integrations that connect resource planning data across HR, CRM and finance systems without forcing a single vendor ecosystem. With open APIs, middleware support, secure governance and native synchronisation with Microsoft 365, organisations can automate workflows, eliminate manual processes and maintain a unified, real-time view of resource planning across the business, with flexible workflow orchestration through platforms like Microsoft Logic Apps to connect systems and trigger actions across the enterprise.

Book a Demo

Unite all your systems and connect your data

Abacus

Align project tracking with resource plans to improve utilisation and delivery efficiency.

Aderant

Connect practice management data to improve planning accuracy and delivery contr

Access APS

Connect audit workflows with schedules to ensure accurate planning across engagements.

Bamboo HR

Connect people data to plan capacity accurately based on real-time availability.

CCH

Integrate compliance workflows into resource plans to improve deadlines and utilisation.

Employment Hero

Synchronise workforce data to support accurate scheduling and capacity management.

IRIS Practice Management

Synchronise jobs and billing data to connect planning with operational performance.

Microsoft Dynamics 365

Synchronise calendars and collaboration data to align resource plans with daily operations.

Microsoft Synapse

Feed planning data into analytics platforms to support enterprise reporting and insights.

MYOB GreatSoft

Integrate practice management with planning to streamline operations and visibility.

Oracle

Connect enterprise finance and project data to improve forecasting accuracy and financial control.

Oracle Netsuite OpenAir

Connect enterprise finance and project data to improve forecasting accuracy and financial control.

PracticePro 365

Sync client work and deadlines to align resource plans with practice operations.

Salesforce

Link pipeline with capacity to ensure work is planned and delivered without risk.

SAP

Align resource planning with cost, revenue and profitability using unified data.

SugarCRM

Integrate financial and operational data to align resource planning with cost, revenue and profitability.

Thomson Reuters GoFileRoom

Link document workflows with delivery plans to improve visibility, and accountability across client work.

Workday

Integrate workforce and organisational data to align resource planning with skills, availability and business structure.

KAINOS

Kainos has partnered with Retain to provide AI-powered resource orchestration for Workday customers.

Kainos’ expertise across Workday HCM, Financial Management and PSA is combined with Retain’s AI‑powered resource orchestration to enable more intelligent, data‑driven deployment of skills and capacity across organisations.

Integrated with Workday, Retain extends the platform’s people‑centric system of record with advanced resource allocation and skills visibility. This unified foundation helps organisations respond to changing demand, improve utilisation, and align the right people to the right work at the right time.

Within a Workday‑centric architecture, Retain enhances staffing and resource management through AI‑driven insights, skills‑first matching and real‑time visibility across demand and capacity—supporting more effective workforce planning and delivery execution.

What are integrations in resource management software?

Integrations enable resource management platforms to connect with the wider technology ecosystem, including HR systems, finance platforms, CRMs and calendars. This ensures that planning data is not siloed, but aligned with the systems that drive operations and decision-making. By enabling data to flow between systems, integrations reduce manual processes, improve accuracy and ensure that resource planning reflects real-time business activity across the organisation.