How to Improve Your Client Onboarding Process
Client experience can make or break their decision to do business with you again, to spread good or bad feedback to others and more.
...Nintex-focused developer who will design, build, and maintain business process automations using Nintex (Workflows and Forms)—primarily within SharePoint / Microsoft 365. This role is automation-first (not heavy SharePoint platform development). You’ll work closely with stakeholders to turn business processes into efficient, scalable workflows. Key Responsibilities: • Design, build, and maintain Nintex Workflows (cloud/on-prem, depending on your stack) • Create and customize Nintex Forms for business processes (HR, finance, approvals, onboarding, etc.) • Translate business requirements into automated process solutions • Integrate workflows with SharePoint, Microsoft 365, and third-party systems • Troubleshoot, optimize, and en...
...charts, and executive-level summaries. PowerPoint Translate key messages into clean, on-brand decks that follow my corporate template and make numbers or concepts easy to grasp. Email oversight Twice a day, log in to my Office 365 mailbox, sort and label incoming messages, flag anything that needs my immediate attention, and draft brief replies for approval. I share files through OneDrive/SharePoint, so version control and collaborative editing should feel second nature to you. Accuracy, confidentiality, and same-day turnaround on most requests are critical. Let me know your usual response time, relevant experience, and any questions you might have. I’m ready to get started this week and expect a few hours of work spread over most weekdays, with room to grow if we wo...
Project Brief — Power BI PSU Patching Dashboard What I Have Excel workbook with 8 pre-built sheets already uploaded to MS Teams SharePoint 3 technology data sheets: Oracle Patching, PostgreSQL Patching, YugabyteDB Patching 1 combined sheet: Master Footprint (all technologies in one flat table) Issues Log, Summary Stats, DAX Measures reference, Setup Guide sheets Data Source & Refresh Data lives in SharePoint-hosted Excel file (MS Teams) Dashboard must auto-refresh every 30 minutes using Power Automate or scheduled refresh DBAs update their individual sheets → dashboard updates automatically — no manual intervention Dashboard Pages Required Page 1 — Overall Summary (all technologies at one glance) 6 KPI Cards: Total Footprint, Completed , Sch...
Project Brief — Power BI PSU Patching Dashboard What I Have Excel workbook with 8 pre-built sheets already uploaded to MS Teams SharePoint 3 technology data sheets: Oracle Patching, PostgreSQL Patching, YugabyteDB Patching 1 combined sheet: Master Footprint (all technologies in one flat table) Issues Log, Summary Stats, DAX Measures reference, Setup Guide sheets Data Source & Refresh Data lives in SharePoint-hosted Excel file (MS Teams) Dashboard must auto-refresh every 30 minutes using Power Automate or scheduled refresh DBAs update their individual sheets → dashboard updates automatically — no manual intervention Dashboard Pages Required Page 1 — Overall Summary (all technologies at one glance) 6 KPI Cards: Total Footprint, Completed , Sch...
I want to move our small team fully onto Microsoft 365 and need someone who can take the lead from day one. The job starts with building a clean tenant, creating user accounts and mailboxes, and then configuring both SharePoint and OneDrive so our files are organised and permissions make sense. Security is just as important. I expect: • Regular, automated backups of mail, SharePoint and OneDrive content • Multi-Factor Authentication enforced across every account • Solid threat-detection and response policies tuned for Microsoft 365 Once everything is live, I’ll rely on you for ongoing remote support—solving device or account issues, troubleshooting connectivity, rolling out small changes and generally keeping the environment healthy. Qui...
We are seeking an experienced Microsoft Power Platform developer to provide hands-on guidance for more advanced requirements related to a SharePoint-based database we are building. I have extensive experience with Microsoft Access, but am newer to this platform. This will be conducted via live calls, where you will walk me through specific challenges and guide me step-by-step while I implement the solutions with you. Current areas I need support with include: • Cascading dropdowns in Power Apps (SharePoint data sources) • Resolving circular reference and formula issues • Data structuring across related SharePoint lists • Power Automate workflows • Power BI reporting and data visualization Requirements: • Strong English communication ski...
Project Brief — Power BI PSU Patching Dashboard What I Have Excel workbook with 8 pre-built sheets already uploaded to MS Teams SharePoint 3 technology data sheets: Oracle Patching, PostgreSQL Patching, YugabyteDB Patching 1 combined sheet: Master Footprint (all technologies in one flat table) Issues Log, Summary Stats, DAX Measures reference, Setup Guide sheets Data Source & Refresh Data lives in SharePoint-hosted Excel file (MS Teams) Dashboard must auto-refresh every 30 minutes using Power Automate or scheduled refresh DBAs update their individual sheets → dashboard updates automatically — no manual intervention Dashboard Pages Required Page 1 — Overall Summary (all technologies at one glance) 6 KPI Cards: Total Footprint, Completed , Sch...
Project Brief — Power BI PSU Patching Dashboard What I Have Excel workbook with 8 pre-built sheets already uploaded to MS Teams SharePoint 3 technology data sheets: Oracle Patching, PostgreSQL Patching, YugabyteDB Patching 1 combined sheet: Master Footprint (all technologies in one flat table) Issues Log, Summary Stats, DAX Measures reference, Setup Guide sheets Data Source & Refresh Data lives in SharePoint-hosted Excel file (MS Teams) Dashboard must auto-refresh every 30 minutes using Power Automate or scheduled refresh DBAs update their individual sheets → dashboard updates automatically — no manual intervention Dashboard Pages Required Page 1 — Overall Summary (all technologies at one glance) 6 KPI Cards: Total Footprint, Completed , Sch...
Project Brief — Power BI PSU Patching Dashboard What I Have Excel workbook with 8 pre-built sheets already uploaded to MS Teams SharePoint 3 technology data sheets: Oracle Patching, PostgreSQL Patching, YugabyteDB Patching 1 combined sheet: Master Footprint (all technologies in one flat table) Issues Log, Summary Stats, DAX Measures reference, Setup Guide sheets Data Source & Refresh Data lives in SharePoint-hosted Excel file (MS Teams) Dashboard must auto-refresh every 30 minutes using Power Automate or scheduled refresh DBAs update their individual sheets → dashboard updates automatically — no manual intervention Dashboard Pages Required Page 1 — Overall Summary (all technologies at one glance) 6 KPI Cards: Total Footprint, Completed , Sch...
...365 Copilot (Business) What I Need Help With: Connecting Copilot across the Microsoft suite (Word, Excel, PowerPoint, Outlook) Proper setup and usage of Microsoft OneDrive and Microsoft SharePoint for Copilot grounding Building and troubleshooting Copilot agents (including knowledge sources) Understanding limitations vs expectations (especially compared to ChatGPT/GPTs) Debugging current issues — I am encountering multiple errors and need help resolving them quickly Ideal Freelancer: Hands-on experience with Microsoft 365 Copilot (not just general M365) Familiar with Copilot agents / SharePoint grounding / enterprise setup Able to troubleshoot live during the session Strong communicator who can explain Microsoft’s architecture clearly Goal of Sessio...
I’m looking for quick help standing up five separate, free-for-development environments so I can start testing applications immediately. The scope is straightforward: • A SharePoint tenant • A ServiceNow developer instance • A Workday tenant • An SAP tenant or hub • A SAS Viya host For each environment I will need: – The live URL – Individual admin-level user name and password (no shared logins) – Clear instructions on how to pull or refresh access tokens / API keys Because this work feeds directly into my testing pipeline, detailed, step-by-step documentation is essential. Please capture every action you take—programs joined, forms filled out, configuration choices, limitations of the free tier, and any ren...
Project Brief — Power BI PSU Patching Dashboard What I Have Excel workbook with 8 pre-built sheets already uploaded to MS Teams SharePoint 3 technology data sheets: Oracle Patching, PostgreSQL Patching, YugabyteDB Patching 1 combined sheet: Master Footprint (all technologies in one flat table) Issues Log, Summary Stats, DAX Measures reference, Setup Guide sheets Data Source & Refresh Data lives in SharePoint-hosted Excel file (MS Teams) Dashboard must auto-refresh every 30 minutes using Power Automate or scheduled refresh DBAs update their individual sheets → dashboard updates automatically — no manual intervention Dashboard Pages Required Page 1 — Overall Summary (all technologies at one glance) 6 KPI Cards: Total Footprint, Completed , Sch...
...PO_Type, Region FROM PO_Database WHERE PO_Type = 'JIT' AND Receipt_Status IN ('Open', 'Partially Received') AND Need_By_Date <= CURRENT_DATE - 4 AND Region = 'AMER' ORDER BY Days_Past_Due DESC; Key points: Includes Partially Received (often missed but still non-compliant) Focused only on actionable backlog 2. Central Tracker (Core of the Mechanism) Host in Excel Online / SharePoint / Google Sheets Required Columns: | PO # | Site | Vendor | NBD | Days Overdue | Receipt Status | Owner | Action Status | Last Updated | Notes | Action Status Dropdown: Pending Assigned Blind Received Investigating Invalid / Cancelled Owner column is critical — assigns each PO to a NIR team member. 3. Automated Alert (Mon&nd...
Remote litigation support services for plaintiff-side personal injury matters, including review and drafting of Bills of Particulars, Supplemental Bills of Particulars, discovery responses, case file review, deadline and conference date tracking, identification of missing documents, follow-up regarding outstanding items, Neos and SharePoint file organization, and general case workflow support to help keep matters moving efficiently from filing through the litigation process. This weekly arrangement also includes ongoing communication regarding case status, pending items, and workflow coordination as needed throughout the week.
...only accurate and final bids should be submitted. Estimated or negotiable quotes will be automatically declined, even if discussed later. By bidding, you confirm that your price reflects the full scope of the project. I'm seeking help to review, fix, and enhance our existing SharePoint-based Quality Management System (QMS), supporting ISO standards. The goal is a stable, simplified, branded, and maintainable solution that resolves current reliability, usability, and design issues. Scope of work - Review current SharePoint structure, libraries, lists, pages, navigation, and permissions. - Diagnose and remediate supplier questionnaire workflows end-to-end. - Fix and stabilize PDF and non-PDF document approval workflows. - Ensure reliable handling of revisions, metada...
...Nintex-focused developer who will design, build, and maintain business process automations using Nintex (Workflows and Forms)—primarily within SharePoint / Microsoft 365. This role is automation-first (not heavy SharePoint platform development). You’ll work closely with stakeholders to turn business processes into efficient, scalable workflows. Key Responsibilities: • Design, build, and maintain Nintex Workflows (cloud/on-prem, depending on your stack) • Create and customize Nintex Forms for business processes (HR, finance, approvals, onboarding, etc.) • Translate business requirements into automated process solutions • Integrate workflows with SharePoint, Microsoft 365, and third-party systems • Troubleshoot, optimize, and en...
I need help troubleshooting and fixing a PowerAutomate flow that I've set up for SharePoint. The flow is intended to create sites linked to two main hubs for our residential construction projects, but it fails mid-process while connecting to SharePoint. Key Issues: - PowerAutomate flow errors - Flow fails mid-process - Fails while connecting to SharePoint Ideal Skills & Experience: - Proficiency in PowerAutomate and SharePoint - Experience with troubleshooting PowerAutomate flows - Familiarity with SharePoint site creation and data manipulation
Description: I’m looking for a Power Automate tutor for live 1:1 sessions. I currently do not have access and need help either getting developer access or using your environm...Automate tutor for live 1:1 sessions. I currently do not have access and need help either getting developer access or using your environment for learning. I want to learn through hands-on practice with real scenarios and flows. Requirements: • Strong experience with Power Automate • Able to help set up developer access or provide a working environment • Focus on practical learning (flows, SharePoint, Excel, basic automation) • Clear explanation in simple English • Comfortable with Zoom/Google Meet Schedule: • EST 10 pm on wards • 2 hours per session Please s...
I'm seeking a skilled web developer to create a beautiful wedding website. The primary purpose of this site is to share essential event details with our guests. The site should include: - Wedding schedule - Venue information - Accommodation options - QR Code to website for Save the Date Cards - sharepoint for picture uploads from guests - counting Timer to Wedding - Dress Code - Love story - first page of website should be a letter which opens to the real website - RSVP link - location with maps link - background music - elegant interactiv design Ideal Skills and Experience: - Experience in creating event-oriented websites - Strong design skills for a visually appealing layout - User-friendly navigation - Ability to incorporate responsive design for mobile access - Experience...
We need an end-to-end implementation that connects the entire Microsoft stack and transforms static Azure Web Apps into a dynamic lead generation hub. We want the following components to work seamlessly together. Dynamics 365 (Premium, Sales, Business Central, Customer Insights, Dataverse, Power Apps) must be integrated with Email, Calendar, SharePoint, OneDrive, Teams, and Yammer within the O365 suite. Within Business Central, sales and purchase order workflows must be exposed to allow data movement without manual entry. Since the company is a startup and lacks existing data, the solution must create appropriate tables and relationships to ensure all new information is automatically reflected across all apps. On the customer-facing side, we want to deploy a conversational AI chat...
I have several Excel spreadsheets that are updated regularly and I want a Power Automate flow that removes the manual data-entry steps I’m currently doing. The goal is simple: whenever new rows appear in the workbook, the flow should capture them, apply any basic validation rules we agree on, and then post the clean data into the destination I specify (another Excel file, SharePoint list, or SQL table—whatever you recommend for reliability). You will be responsible for: • Building the cloud flow in Power Automate using the standard Excel connector (files live in Microsoft 365). • Adding configurable checks for blank cells, duplicates, and simple data-type mismatches. • Logging every run to an audit sheet so I can trace what was imported and what was...
...documentation frameworks: IEEE 830, IEEE 1016, MIL-STD-498 • Should be able to produce executive summaries, architecture descriptions, technical specifications, implementation strategies and security models. • Ability to communicate complex information accurately ensuring it is easily understood by the intended audience. Tools • MS Word, LaTeX (for formal reports), Confluence, SharePoint • Diagram tools: Visio, , Lucidchart, AI based tools • Version control basics: Git (for doc-as-code workflows) Soft Skills • Stakeholder coordination — ability to extract information from kernel engineers, architects, and domain experts. • Effective communication and stakeholder interaction is required. • Ability...
...documentation frameworks: IEEE 830, IEEE 1016, MIL-STD-498 • Should be able to produce executive summaries, architecture descriptions, technical specifications, implementation strategies and security models. • Ability to communicate complex information accurately ensuring it is easily understood by the intended audience. Tools • MS Word, LaTeX (for formal reports), Confluence, SharePoint • Diagram tools: Visio, , Lucidchart, AI based tools • Version control basics: Git (for doc-as-code workflows) Soft Skills • Stakeholder coordination — ability to extract information from kernel engineers, architects, and domain experts. • Effective communication and stakeholder interaction is required. • Ability...
...structured documentation frameworks: IEEE 830, IEEE 1016, MIL-STD-498 Should be able to produce executive summaries, architecture descriptions, technical specifications, implementation strategies and security models. Ability to communicate complex information accurately ensuring it is easily understood by the intended MS Word, LaTeX (for formal reports), Confluence, SharePoint Diagram tools: Visio, , Lucidchart, AI based tools Version control basics: Git (for doc-as-code workflows) Soft Skills Stakeholder coordination — ability to extract information from kernel engineers, architects, and domain experts. Effective communication and stakeholder interaction is required. Ability to work with cross-functional technical teams. Ability to organize
I need an end-to-end build that connects my entire Microsoft stack and turns my static Azure WebApp into a dynamic, lead-generating hub. Here is what I want working together seamlessly: Dynamics 365 (Premium, Sales, Business Central, Customer Insights, Dataverse, Power Apps) alongside Email and Calendar, SharePoint and OneDrive, plus Teams and Yammer from the O365 suite. Within Business Central I also want my Sales Order and Purchase Order flows exposed so they can move data without manual keying. Because the company is brand-new, there is no historical data; the solution must create the right tables and relationships so every new piece of information propagates across all apps automatically. On the customer-facing side, I would like a conversational AI chatbot on my website that...
I want to turn the p...from you: • Audit and map the current documents so we both see what exists and what’s missing. • Standardise wording, naming conventions, version control and formatting into one clear template. • Produce a master SOP handbook (Google Docs or Word) plus quick-reference flowcharts—Lucidchart, Visio or similar are fine. • Suggest lightweight implementation options (e.g., Notion, Confluence, SharePoint) so the team can access and update procedures easily. Acceptance criteria: every core operational task is documented step-by-step, includes owner, frequency and quality check, and is simple enough that a new hire could follow it without assistance. If you’ve systemised SOPs before and can show an example of a polished...
My SharePoint-based project management site relies on a Power Automate flow that should fire whenever a new item is created. The flow’s job is simple: build a unique project code and spin up an accompanying project document. Right now the trigger fires, but the code never appears and the document step stalls, so the entire automation stops there. I need someone who knows Power Automate inside out to trace where the logic fails, correct whatever expression, variable handling, or connector issue is blocking code generation, and make sure the document creation completes reliably every time an “Item created” trigger hits. Once fixed, the solution should: • Generate a unique, correctly formatted project code for each new SharePoint list item • Produ...
I need a reusable SharePoint List (or an Excel template I can import) that lets me manage launch-readiness activities across multiple locations. To start I’ll be tracking 6-10 sites, but the structure must let me add the next wave without rebuilding anything. List structure • Master dashboard – one place that shows every Site Name, its overall Completion Status, and a link to that site’s detailed list. • Site-specific lists – ten “weeks” per site: nine pre-launch (T-9 weeks, T-8 weeks, T-7 weeks, etc. until Go Live) and one post-launch. T-9 weeks also holds 3–4 Ticket Number fields. In every week I need a Script text column that teammates can copy into Slack, plus a “Complete” button (JSON-formatted column or Power...
I need custom SharePoint forms to facilitate multi-level approval processes, specifically involving the Finance department. The forms should be designed to streamline and automate approvals, ensuring efficiency and accuracy. Key requirements: - Custom forms for multi-level approval processes - Integration with Finance department workflows - Automation to reduce manual intervention Ideal skills and experience: - Proficiency in SharePoint form customization - Experience with workflow automation - Familiarity with finance-related approval processes Looking for a freelancer who can deliver a robust and user-friendly solution.
...transport rules, address policies • Teams – messaging, audio/video meetings, file collaboration; domain-based policies, guest settings, and retention • SharePoint – dedicated sites per company, permissions and DLP On the business side I want Dynamics 365 ERP modules—HR, Sales, Accounting—provisioned and ready for daily operation. That includes security roles, business units that mirror the domains, basic workflows, and tight integration with Outlook and Teams. Deliverables • Architecture plan outlining domain segregation, licensing model, conditional access, and naming conventions • Step-by-step implementation of Exchange, Teams, and SharePoint with documented policies • Deployment of Dynamics 365 HR, Sales, and ...
...municípios. A solução deverá ser integrada ao SharePoint e permitir o acompanhamento operacional e gerencial por meio de formulário automatizado, base de dados estruturada, automações de processo e dashboards desenvolvidos em Power BI. O objetivo principal será monitorar, de forma clara e padronizada: a execução das visitas técnicas realizadas nas unidades de saúde; a produtividade da equipe operacional; as principais atividades executadas em campo; os problemas operacionais identificados nas unidades; a situação de uso do sistema pelos profissionais; os indicadores acompanhados nas unidades de atenção básica; a efetividade do serviço prestad...
Small London law firm (2-5 users) needs SharePoint Online specialist to design and implement a secure document management system for client matters. What we need: Design firm hub + client/matter libraries Permissions & access groups by matter team Metadata fields (client, matter #, doc type, status, lawyer) Naming conventions for files/folders/libraries Connection to OneDrive Version control & governance setup
... We have a SharePoint 2016 Classic on-premises website, and we are currently working on enhancing it to meet SEO standards and achieve a strong overall performance score. We have already made significant progress in improving the website in several areas, including SEO structure, Core Web Vitals, Speed Index, backlink strategy, and text-to-HTML ratio. We also have a clear list of tasks and improvements that we are actively implementing. At this stage, we are looking for an experienced consultant who can review our current work, confirm that we are moving in the right direction, and provide expert guidance on whether there are faster or more effective approaches to reach our goals. We would specifically value support in the following areas: SEO best practices for SharePoin...
I need a Microsoft SharePoint–based app that takes the manual grind out of our inventory and supply tracking. The goal is simple: automate every step of data entry and reporting so our team can focus on decision-making instead of spreadsheets. Here’s what I’m after: • A streamlined SharePoint interface where staff can log inventory movements from any device. • Automated validation rules that catch entry errors on the spot. • Power Automate flows (or comparable SharePoint workflow tools) that route the captured data into the right lists, trigger real-time stock level calculations, and schedule email or Teams alerts when thresholds are hit. • A set of clear, filterable dashboards and exportable reports giving us at-a-glance v...
I'm looking for an experienced trainer to conduct intermediate-level training sessions for 100 participants on MS Teams and SharePoint. Training will need to cover: - MS Teams: - Basic functionality and navigation - Advanced collaboration features - Integration with other Microsoft apps - MS SharePoint: - Site creation and management - Document libraries and lists - Integration with Teams and other Microsoft 365 applications Ideal Skills and Experience: - Proven experience in training large groups - Expertise in Microsoft Teams and SharePoint - Strong communication skills - Background in corporate training or instructional design is a plus
My schedule moves fast and so do the documents around it, so I need dependable daily help keeping everything in order. The core of the job is calendar and inbox coordination in Microsoft Outlook, turning rough notes into polished Word documents, liaising with third-party partners to lock down meeting times, and making sure every file lands in the correct OneDrive or SharePoint folder the moment it is finalized. We will work almost entirely inside dropbox, so mastery of Outlook, Word, Excel and basic OneDrive folder management is essential. Quick, clear written communication and respect for client confidentiality are non-negotiable because most of the conversations you’ll handle will be time-sensitive or under NDA. Daily rhythm: • Each morning (my time zone is EST) revie...
...them. ⸻ What I Need Help With • Understanding my existing Power Automate flows • Best practices for testing flows • How to identify and handle false positives • Debugging issues (Excel, SharePoint, Dataverse flows) • Improving flow logic and performance • Step-by-step explanation of concepts (beginner-friendly) ⸻ Session Details • Format: Live 1:1 tutoring (screen sharing) • Time Zone: EST • Preferred Time: Evenings (9:00 PM – 11:00 PM EST) • Frequency: 2–3 sessions per week (flexible) ⸻ Requirements • Strong experience with Power Automate + Power Platform • Experience with Excel, SharePoint, Dataverse integration • Able to explain concepts clearly and patiently • Experien...
I’m ready to replace our manual new-hire onboarding with a Power Automate flow that ties together a SharePoint list and Active Directory. When HR adds a new employee’s details to the SharePoint list, the flow should: • read the entry in real time, • create or update the corresponding user in Active Directory hybrid, • allocate the correct groups, security roles, and licences, Please package the finished solution as an exportable flow (so I can import it into other tenants later) and supply concise setup documentation that covers prerequisites, connection references, and any required API permissions. I’ll consider the job complete once the new hire account is created and group memberships are added
...with a Canvas App, rather than moving to a web-based portal, the only viable alternative is to provide each external user with their own authenticated login, which will require them to have a Power Apps license. These can be assigned to Guest users within your Microsoft tenant. [Note: External people become a Guest user within your Microsoft tenant when something is shared with them, such as a SharePoint folder. They can also be sent a direct invite from Microsoft Entra ID.] 3) The ownership model and security roles will need to be updated to control what records external Guest users could see and update. The exact implementation approach will need to be discussed , but it will likely include moving to an ownership structure based around records being owned client-named Teams or ...
I need a precise, one-off snapshot of our existing SharePoint document library captured in an Excel workbook. Only the folder and subfolder names are required—no individual file names—laid out as a flat list with clear indentation so users can instantly read the hierarchy or run a quick Ctrl + F search. You’ll receive read-only access to the library. From there, use whatever method you prefer (PowerShell, SharePoint REST API, manual crawl, etc.) to list every top-level folder and all nested child folders. Each row should represent one folder, with indentation or outline level showing its depth. I’d also like simple supporting columns such as Library, Full Path, Folder Name, and Level so we can filter or sort later in Microsoft 365 without compatibilit...
...card information and budget estimates for a specialized automation project. I need an expert to build a workflow that bridges Microsoft Copilot Studio and Power Automate. High-Level Scope: Trigger: Automate data extraction from meeting transcripts/Teams. Logic: Use Copilot Studio agents to parse text into structured sales frameworks (MEDDPICC). Destination: Push formatted outputs to OneNote/SharePoint. Purpose of this Post: This is a scoping and budgeting exercise. Please provide your hourly rate and a rough estimate (in hours) for a "Proof of Concept" (POC) involving these three integrations. The high level design of this project is complete, you or your team will be responsible for building the integrations in Power automate (or similar microsoft automation frame...
I need a Power Automate cloud flow that runs against a SharePoint document library once a year on a precise date and time, then spins up a fresh set of folders for the new period. The flow should be fully unattended—no manual trigger—and create the same pre-defined folder structure every cycle so our team can begin filing straight away. Here’s what I expect from you: • Design and build the cloud flow in my tenant, using SharePoint as the data source and destination. • Configure a date/time trigger so the run occurs automatically each year. • Generate the folder hierarchy exactly as we specify (I’ll supply the names once we start). • Return clear, step-by-step documentation and a short screen-share walkthrough so I can tweak t...
...with individual credentials, land on an announcements feed that supports text, attachments, and basic formatting, and receive email or in-app alerts whenever something new is posted. A clean, responsive layout is important because half of our team checks updates from phones during outreach work. You are free to build on a lightweight CMS or a modern framework—WordPress with an intranet plugin, SharePoint Foundation, or a custom Laravel/Node stack all work as long as the result is easily maintainable by non-technical staff. Please include basic user-role management (at minimum: Admin and Staff), search, and a simple dashboard showing the latest posts. Deliverable checklist • Fully functional intranet hosted on our existing server or a recommended low-cost alternativ...
I need a turnkey SharePoint-based registration hub that lets both external vendors and our internal staff create, update, and track vendor records through an intuitive SharePoint List interface. The core requirements are: • Automated approval workflows that route each new vendor submission through the right reviewers and record every decision. • Seamless document upload and management so vendors can attach compliance certificates, NDAs, or insurance files directly to their registration entry. • Real-time notification alerts—email or Teams—whenever a submission is created, approved, rejected, or altered. Security trimming must ensure vendors see only their own submissions while internal staff can view or process all records. I expect clean, respons...
...can see what’s going on in the business • Clear task ownership (who is doing what) • A simple structure to track new jobs, tasks, calls, shared inbox items, documents, vehicle maintenance, timesheets , taffiff spreadsheets, quote spreadsheets and basic KPIs • Reduce mental load by removing scattered information across emails, calls, WhatsApp and spreadsheets What you should be skilled in: • SharePoint Lists (for structured data) • Microsoft Teams integration • Power Automate (light, practical automations only) • Outlook shared mailbox workflows • Excel (advanced tables, macros, formulas, dashboards) • Understanding small business operations • Creating simple systems, not over-engineered solutions What I’m looking fo...
...inside my Microsoft Office 365 tenant. The goal is to replace a manual “copy-paste” routine with an automated process that moves and manipulates custom data held in our environment. Here’s what I’m after: • Design a cloud flow that picks up the data (source will be shown once we start), applies the required logic, and then routes it to the right Office 365 destinations—most likely Outlook, SharePoint lists or Excel tables. • Configure all connectors, triggers, conditions and error handling so the flow runs reliably. • Test the solution with me in real time, adjust where needed, and export the finished package (.zip) so I can re-import it later. • Provide concise hand-over notes or a brief screen-share recording so I und...
I need a excel project register built on SharePoint. This will be an editable live document. It is a treatment and medication stock register. Requirements: - Automated data entry - User access control - Real-time updates - Pre-designed templates (already created) Ideal skills: - SharePoint expertise - Experience with automated data entry systems - Knowledge of user access control mechanisms - Ability to ensure real-time document updates Please provide a quote for building this system.
I need a streamlined way to pull information from several SharePoint lists and a collection of Excel spreadsheets into my existing Power App. The objective is strictly data integration; I am not looking for dashboards or automated workflows right now. All transfers will happen through manual import/export, so the solution must let me trigger refreshes on demand without relying on real-time sync or scheduled jobs. Here is what I expect: • Build one or more Power Apps Dataflows that connect to the specified SharePoint lists and Excel workbooks, handle any required column mapping, and load the combined data into Dataverse (or another suitable target you recommend). • Provide a simple, clearly labelled interface or documented steps so I can initiate each import/expo...
Client experience can make or break their decision to do business with you again, to spread good or bad feedback to others and more.
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