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I’m looking for a seasoned Power Platform professional who can step in for 2–3 hours every day and work side-by-side with me on real production workloads. You’ll be my go-to expert for everything from sketching out fresh Canvas apps to tightening the screws on long-lived solutions in SharePoint and Dataverse. Day to day you’ll help me: • Design and build new Canvas-based Power Apps that feel polished and performance-tuned • Keep existing apps humming—bug fixes, enhancements, refactoring, and incremental feature work • Troubleshoot gnarly issues across Power Apps, SharePoint lists/libraries, Dataverse tables, and companion Power Automate flows • Experiment with Copilot and other new platform features so we can fold AI assistance into...
20MED uses structured Microsoft environment for its various goals and now wants to build multiple SHAREPOINT sites using Power Platform and Entra ID We require a senior SharePoint & Power Apps freelancer who is currently executing real-world SharePoint projects and understands structured enterprise deployment — not basic template site creation. If you’ve designed secure, scalable SharePoint Online architectures and built real Power Apps used in production, this is for you. What You’ll Do -Design SharePoint site based on Requirement document we will share . -Configure advanced permissions using Entra ID / Security Groups -Develop Power Apps integrated with SharePoint Lists -Automate workflows using Power Automate -Implement versioning, retention,...
I'm looking for an experienced Power Automate developer to help automate some repetitive tasks. The goal is to save time and increase productivity. Key requirements: - Automate tasks primarily using Microsoft Office Suite and Cloud Storage Services - Focus on spreadsheet updates and document generation - Built-in manual trigger within Excel to generate a suite of documents. Ideal skills and experience: - Proficiency in Power Automate - Experience with Microsoft Office Suite, particularly Excel and Word - Familiarity with various cloud storage services - Strong problem-solving skills and attention to detail Please provide examples of similar work done and your approach to this project.
I want to consolidate our day-to-day job management inside Microsoft 365 and need a working solution that ties together task tracking, project documentation, and automated scheduling/reminders. Task tracking must live in an Excel-based register—think a smart workbook that captures task owner, status, due dates, and automatically stamps progress history. I still want the information surfaced in SharePoint pages or Planner boards if that makes collaboration easier, but Excel remains the single source of truth. For documentation, the build should create a SharePoint site with two libraries: one for structured files & reports and another for lighter collaboration notes. Quick links, versioning, and search need to be enabled so the team can pull up the right material in seconds. ...
I'm looking for an expert to help me organize my tasks using Microsoft 365 applications. The primary tools I want to incorporate are SharePoint, Teams, Power Automate, To Do, and Planner. The goal is to create a streamlined workflow that will help me organize my tasks effectively. Ideal skills and experience: - Proficiency in Microsoft 365 Suite, particularly SharePoint, Teams, and Power Automate - Experience in task organization and workflow setup within these applications - Ability to tailor solutions for individual users
Power BI Report for 15 Companies (With Power Automate) Project Overview I will create one Power BI report template that includes data for 15 companies in a single report. The report will be simple, clean, and professional, with a modern design. We will also use Microsoft Power Automate to automate report refresh and sharing. Scope of Work 1. Power BI Report Built using Microsoft Power BI. One template for all 15 companies Company selection using a slicer/dropdown Same layout for all companies Clean and modern dashboard design Data Structure 60% of the data is text 30% of the data is the same across all asset classes Simple data model No complex calculations 2. Power Automate Integration Using Microsoft Power Automate to: Automatically refresh the report Send scheduled ema...
I need a Power Automate flow that watches a designated folder in my Outlook mailbox and turns each message stored there into a neatly formatted PDF. Only emails inside that folder should be processed—nothing from the rest of the inbox. Once converted, the PDF can be saved to a location you recommend (SharePoint, OneDrive, or a local network path), as long as it is easy for me to access and archive. Please build, test, and share the finished cloud flow, making sure it: • Triggers automatically whenever a new email appears in the chosen folder • Preserves the full email body, subject line, and header details in the PDF • Names each file with a clear pattern (date-subject or similar) to avoid duplicates • Includes concise setup instructions so I can import, c...
I need a unified business backbone built on Microsoft 365 Power Platform that covers both customer-facing and back-office processes. On the CRM side, the solution must capture every contact, automate the sales pipeline from lead to closed deal, and provide a smooth service console so support tickets never fall through the cracks. For ERP, I want real-time inventory visibility, clean financial ledgers with multi-entity reporting, and straightforward HR workflows covering onboarding, leave, and performance reviews—all surfaced inside the same Dataverse environment. Preferred stack: Power Apps model-driven apps, Dynamics 365 components where licensing allows, Power Automate for orchestration, and Power BI for dashboards. Key deliverables • Model-driven app(s) that delive...
We need a seasoned Power BI developer who can take full ownership of dashboards refinement while tying everything back to our Dynamics CRM records. You should already be comfortable tweaking entities, fields, and views in Dynamics so the visual layer in Power BI always reflects clean, meaningful data. Automated hand-offs between systems matter just as much: I rely on Power Automate and power platform. Here is how we will work together: You must work Monday–Friday during the European evening window - e.g 8:30 PM – 12:30 AM Indian standard time - these core working hours. Communication will be on Teams, and we will ask you to sign an Indian NDA that uses Aadhaar-based verification before any access credentials are shared. When you reply, please include answer each questions...
Every event that I have, I take an average of 30 event orders, pull them apart and chronologically construct a production plan for moving in and setting up an event and moving it out at the end of the event. I would like to drop a text-based Event Order PDF into a dedicated local folder. The moment that file lands, I need an agent to wake up, read the document, and do three things automatically: 1. Pull out the essentials—event dates and times, the title of each order, and the Event Order Number. 2. Duplicate each order so it appears "chronologically" twice in the output: once for the install date and once again for the strike / move-out date. 3. Feed all rows into a single, combined Excel sheet that becomes my Production Plan (this is already formatted and I can send...
I already have SharePoint Online through our Microsoft 365 Enterprise plan, yet the environment is still in its vanilla state. I need it converted into a focused, project-specific site that works first and foremost as a document-management hub. Scope of work • Build a new site (or site collection, if you think that’s cleaner) dedicated to one project. • Configure libraries, folders or—if more efficient—metadata views to neatly separate our two document families: Project Files and Client Contracts. • Turn on best-practice settings such as version history, check-in/out, and sensible retention so nothing is lost or overwritten. • Design a clear permission model with multiple access levels; some users will need full control, others read-only, and ...
We are looking for an experienced Microsoft 365 specialist to design and implement an automated SharePoint-based data room template using SharePoint Online and Power Automate. The objective is to create secure, repeatable “virtual data room” environments with structured document indexing, automated numbering, audit logging, permission controls, and administrative workflows. All in a manner that can be managed by the internal IT team post implementation. Please note that some manually created data rooms are already in place and we would ideally want this work to improve on what has already been done. Scope of Work: 1. SharePoint Data Room Configuration • Build and configure SharePoint Online sites to function as secure data rooms based on existing data room sites. • ...
Título del proyecto Automatización RPA en DATAX: Facturación/causación desde Excel con arquitectura escalable (futuro OCR + “memoria” por proveedor) Contexto Somos una firma contable en Colombia. Usamos DATAX para registrar/causar y/o facturar. Queremos eliminar digitación manual con un bot RPA. Empezaremos con Excel → RPA → DATAX, pero el diseño debe quedar preparado para escalar a: carpeta con facturas (PDF/XML) → extracción de datos → reglas contables por proveedor → ejecución en DATAX. Objetivo Fase 1 (MVP en 3–5 semanas) Implementar un bot RPA que, a partir de un Excel maestro, cree/registre (según aplique) facturas/causaciones en DATAX y genere evidencia de ejecución. A...
Automated Daily Banking & Revenue Dashboard (Microsoft 365) I run a small UK pub with rooms and I’m looking for a Microsoft Power Query / Power Automate expert to build an automated daily banking and revenue dashboard. The objective is to eliminate manual spreadsheets, improve accuracy, provide real-time Month-to-Date (MTD) visibility, and automatically alert me to discrepancies. Scope of Work 1. Data Capture (Simple for staff) FOH daily entry (end of day): Date Till sales total PDQ total Cash counted Notes (optional) Accommodation daily entry (next morning): Date Room revenue Extras (optional) Notes (optional) Preferred method: Microsoft Forms (mobile-friendly). Data stored in SharePoint / OneDrive. 2. Automation & Processing Using Excel Power Query: Automa...
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