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.
...mainly within the Microsoft ecosystem such as Outlook, Teams, SharePoint, OneDrive, Excel, Power BI, Power Automate, Power Apps, Microsoft Copilot, and Azure AI where required. The goal is to make my company more structured, automated, properly controlled, and easy for staff to follow. ## Main Scope Required * Set up proper **Microsoft 365 structure** for the company * Create **SharePoint vessel job files** with proper folder structure and file numbering * Set up **Microsoft Teams channels** for operations, documentation, accounts, admin, and management * Create a standard **vessel / port call file numbering system** * Build workflow for tanker vessel job files from nomination until job closing * Integrate Outlook emails with SharePoint filing where possible * Se...
Kindly go through the attached document for complete specifications. We have 16 agents initially and their orchestration. Tools expertise : Microsoft tool chain (Power Automate, VS Code, M365 Copilot, Sharepoint, teams, Azure open AI, search, document intelligence), Claude. I’m building a system where several AI agents collaborate to take repetitive work off my plate, and I need someone who has already played with agent orchestration at scale. The focus is pure task automation: think of each agent receiving a goal, reasoning through the steps, handing work to the next specialist, then closing the loop without human nudges. The environment is hybrid—some agents will live inside a browser-based workspace while others must run on a desktop client. Smooth communicatio...
I'm seeking a skilled designer to update the visual design of my team's SharePoint site. The goal is to create a more engaging and aesthetically pleasing interface that enhances user experience. With different levels of access to the system. Key Requirements: - Redesign with a focus on a creative and colorful aesthetic - Improve overall visual appeal while maintaining functionality - Collaborate to ensure design meets team needs and expectations Ideal Skills and Experience: - Proficiency in SharePoint and its design capabilities - Strong portfolio showcasing creative and colorful design projects - Experience in user interface (UI) and user experience (UX) design - Ability to create detailed project proposals Please include a detailed project proposal with your a...
We need an experienced document accessibility specialist to remediate a 18-page Adobe InDesign file to meet PDF/UA (ISO 14289-1) and WCAG 2.2 AA compliance standards. The document is complex, containing infographics, data tables, charts, and mixed layouts. The original InDesign file and supporting assets will be provided via a shared Microsoft Teams / SharePoint drive. We are looking for someone who can work across the full pipeline: InDesign accessibility tagging, PDF export, PDF remediation, compliance checking, and advisory reporting. Scope of work • Retag the document in InDesign so headings, lists, tables, figures, and decorative items are correctly identified. • Repair the reading order and set a logical tab order. • Write concise, descriptive alt text ...
I need a SharePoint Power App to manage rental properties, specifically focusing on rent management. Key features include: - Rent payment tracking Ideal skills and experience: - Proficiency in SharePoint and Power Apps - Experience in developing property management solutions - Strong understanding of database relationships and data tracking Looking for a freelancer who can create a user-friendly, efficient system to streamline our rent management processes. There is a current table that exists that tracks rent; create new table from exisiting...with relationship table using powerapps that can track the multiple payments made against the total payment due. Create new field on main record for balance due which is a calcualtion from the secondary table; that shows up on th...
I need a modern SharePoint Online communication site that makes it easy for staff to find news, follow upcoming events, and browse departmental information at a glance. The core purpose is clear communication rather than collaborative workspaces, so visual impact and intuitive navigation matter as much as clean back-end configuration. Please structure the site around Four key sections: . Home • News and updates • Event calendar • Departmental pages Deliverables 1. Wireframe or mock-up of the proposed layout for the three sections. 2. Fully configured SharePoint communication site, including page templates, navigation, and web parts that surface the news feed, event list, and departmental content. 3. Brief hand-over guide (or walk-through video)...
I’m looking for a sharp-thinking Microsoft 365 specialist who can tame our files once and for all. The single focus is file organisation: designing and building a clean, scalable folder structure inside SharePoint / OneDrive that works for project management. Here’s what I need from you: • Review our current mix of project files, spot any glaring gaps or duplication, and clarify what should be archived. • Draft a logical top-level hierarchy with consistent sub-folders that map to real-world project phases and deliverables. • Implement the structure directly in SharePoint Online (or OneDrive, if you find that cleaner), applying clear naming conventions and, where useful, metadata tags. • Set default permissions so internal team members ha...
...embedding, retrieval · Slack bot deployment · DigitalOcean (hosting and snapshot deployments) · Pre-built AI agent integrations (Intercom, HubSpot, etc.) TIER 2 — Enterprise Delivery: · LangChain / LlamaIndex (Python) · Azure OpenAI / AWS Bedrock · Azure AI Search / Weaviate · Docker and containerised services · Azure API Management / Kong · Datadog / Azure Monitor · MS Teams bot deployment · SharePoint / Confluence indexing SECURITY — NON-NEGOTIABLE We access real client systems. Some clients have IT managers and legal teams who will ask questions. You must be able to operate to this standard: · All credentials and API keys managed in a dedicated secrets manager (we use 1Password Bu...
I need an experienced Liaisons Officer who can own every conversati...and attend virtual or on-site meetings with agency representatives, maintain a detailed communication log, and flag emerging policy changes before they affect us. Accuracy, diplomacy, and a solid grasp of government procedures are critical. Deliverables • Weekly status summary highlighting open items, deadlines, and next steps • Complete archive of sent/received communications (organized in SharePoint or Google Drive) • Monthly compliance report confirming that all filings are up to date Success will be measured by zero missed deadlines and positive feedback from the agencies we work with. If you have a track record of smooth government liaison work and can start right away, I’m ready ...
...records that originate in an Excel table • A file-upload control that accepts Excel files and automatically refreshes the connected table once the file is validated • Basic success/error messages so users always know whether an upload or edit has been accepted The Excel connection is the only required data source for now, yet I’d like the architecture left open so we can point the app to SharePoint lists or SQL tables later without rebuilding from scratch. Deliverables • .msapp file and any related components • Setup notes on how to reconnect the data sources in another tenant • Short video or written walkthrough showing the upload flow in action I’ll test by importing a sample spreadsheet, adding a couple of records through...
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.
...captures every change without overwriting earlier iterations. Equally important is the ability to assign and manage access permissions so confidential or project-specific material stays in the right hands. An audit trail would be welcome later, but my immediate priority is rock-solid revision tracking and permission management. I’m open to whichever platform you believe best meets these goals—SharePoint, Confluence, M-Files, a custom cloud setup, or another proven tool—as long as it supports the workflows above and won’t require exotic licensing. Deliverables • Configuration of the chosen system with folders/metadata tailored to the document types listed • Migration of a pilot batch of existing PDFs and Word files, showing correct version his...
I’m looking for an experienced mentor who can walk me through real-world migration scenarios across Tenant-to-Tenant, SharePoint, and Legacy-to-Power Platform/M365 workloads, with some touchpoints in Azure where it naturally fits the workflow. I already work at an intermediate level inside Power Apps, Power Automate, and the wider M365 stack, but I want to refine my approach, learn proven patterns, and avoid hidden pitfalls that only surface during production moves. The engagement I have in mind is hands-on and outcome driven: we share screens, step through pre-migration assessments, design the target architecture, and then execute pilot moves together while I take the lead. You would explain the why behind each choice—licensing, governance, security mapping, cut-over t...
SharePoint Engineering Document Management System Setup We are looking for an experienced freelancer to support the setup and configuration of an Engineering Document Management System (EDMS) using Microsoft SharePoint / Microsoft 365 Business Standard. Project Overview We already have a Microsoft 365 Business Standard subscription and want to develop a professional engineering document management environment with a user experience and workflow similar to systems such as: ProArc Teamcenter Other engineering DMS / EDMS platforms The system will be used for managing engineering and manufacturing documentation, including drawings, datasheets, vendor documents, calculations, procedures, and revision-controlled project documentation. Scope of Work The freelancer will suppor...
I need a SharePoint Online team site stood up for a four-person team with OneDrive for Business fully connected. Once the site structure is in place, every document, image and video currently living in our SugarSync account has to be migrated over. Data integrity is critical, so I will ask you to validate that nothing is lost or corrupted during the move and to provide me with a brief report of any anomalies you spot. Because each employee handles different functions, the library will require tailored permissions—some folders must be read-only for certain people, while others stay private or editable only by their owners. We can review the exact matrix together, but you should be comfortable configuring unique access levels inside SharePoint as well as in each user&rsq...
I'm looking for an experienced Power Apps and SharePoint developer to fix user interface bugs and bring my project to completion. Key requirements include: - Fix broken links and buttons - Improve inconsistent page flow - Enhance overall navigation for a better user experience Ideal skills and experience: - Proficiency in Power Apps and SharePoint - Strong problem-solving abilities - Experience with UI/UX design principles - Attention to detail Please provide examples of similar work done.
...list them immediately—no refresh button, no extra clicks. • Apply a yellow conditional-format highlight to any of those charges occurring in the next 7 days of the date I type in "upcoming transactions". Everything else inside the 30-day window should remain un-highlighted but showup. • Re-calculate and re-apply the highlight the moment I change that top-cell date. • This file will be in SharePoint • Do not disclose any information on the file I’m fine if you solve this with dynamic array formulas, Power Query, VBA, or any mix; I just need it to be reliable and easy to maintain. When the work is done I should be able to drop a new transaction into “data”, type any date I want in “Upcoming transactions”, an...
Sync my OneDrive file to Power BI and set it to auto-refresh so that the dashboard stays current.
We need someone experienced with Microsoft Power Apps, Power Automate, Microsoft Teams, and Office 365 Outlook connectors to build a simple daily reporting app for foremen using iPads. The app will be used by foremen to complete a Daily Foreman Report from Microsoft Teams. Reports do not need to be stored in SharePoint or Dataverse at this time. The completed report should be emailed automatically through Power Automate. App Requirements Build a Microsoft Power Apps canvas app designed for use inside Microsoft Teams on iPads. The form needs to collect the following information: * Report date * Foreman name * Foreman email * Client * Project * Job number * Work area / location * Shift: AM, PM, Night, Other * Crew size, including employee names and hours worked * Scope of work /...
I'm looking for an experienced SharePoint designer to create a custom intranet site for our employees. Key functionalities should include: - New Site templates - branding - News updates - Employee directory - Internal communication tools Ideal skills and experience: - Proficiency in SharePoint - Experience with custom site development - Strong UI/UX design skills, custom designs - Ability to integrate various communication tools Please provide examples of previous work and a portfolio.
In my SharePoint Online document library users will continue to drag-and-drop ZIP files manually. The moment a ZIP lands in that library I need an automated flow—built with Power Automate or another native approach—that silently opens the archive, extracts every file, and deposits the contents into a predetermined destination folder within the same site collection. Key points you should know: • standard ZIP,RAR, 7z, or password-protected variants. • Source library and destination folder are already in place; y • Folder structure inside the ZIP should be preserved when replicated to the target location. • Once extraction finishes, the original ZIP can remain, be moved to an “Archive” subfolder, or deleted—let me know which o...
...automate workflows using Power Automate. Integrate Power Platform solutions with SharePoint, Dataverse, SQL Server, APIs, and Microsoft 365. Create dashboards and reports using Power BI. Develop custom connectors and integrations with third-party systems. Collaborate with business stakeholders to gather requirements and deliver scalable solutions. Troubleshoot, optimize, and enhance existing applications. Ensure security, governance, and best practices across Power Platform environments. Participate in deployment, testing, and production support activities. Required Skills 5+ years of experience in Microsoft Power Platform development. Strong expertise in: Power Apps Power Automate Power BI Dataverse SharePoint Online Experience with REST APIs, JSON, and custom connectors....
We have a SharePoint 2010 content database (MDF/LDF only, no farm). Goal: extract documents (with metadata if possible) OR attempt attach to SharePoint 2013. Environment: - SQL Server 2016 ready - SP2013 media available - No SP2010 farm access Ask: - Assess DB attach feasibility - Extract documents safely - Provide output (file system / SharePoint / CSV metadata) Timeline: 2–3 days preferred
I'm seeking a training session on setting up a flow to automate the generation of weekly reports from Microsoft Forms into a Word document. The data is collected through Microsoft Forms on SharePoint, and I need it formatted as summarized data for my management team. Requirements: - Training should cover flow setup - Data from Microsoft Forms on SharePoint - Output in Word document - Summarized data format Ideal Skills & Experience: - Proficiency in Microsoft Power Automate - Experience with Microsoft Forms, SharePoint, and Word - Strong training and communication skills
MS 1 Existing Flow Review & Gap Analysis £50.00 Existing Flow Testing & Validation 0.00 Creating a new group or use an existing one (either in Enter or SP) and manual test the rights of two equal rights users and then do the same thing in the workflow BU-Site-Mapping Table embedding into Flow £50.00 Finding the role of table
...strict chain of command and I want the whole process handled inside Microsoft Power Automate. The flow must be sequential, not parallel, passing the same request through more than three approval gates: first the Manager, then the Director , followed by the CEO , and finally the Finance Department to process the request. The flow should: • Start when a requester submits the payment form (SharePoint, Forms or an Outlook-based trigger—choose whichever lets us capture attachments with minimal friction). • Send a clearly branded approval email (or Teams card) to each role in turn, holding at the current stage until that person approves or rejects. • Write every action—approval outcome, comments, date/time stamp—back to the data source so I can...
...up a new Surface PC with Microsoft 365 Business, and I’m looking for someone experienced in securing Microsoft 365 environments to help configure it properly. My goal is to align with HIPAA security best practices (understanding this is not a certification), and to ensure my setup is secure, practical, and appropriate for handling sensitive information. I primarily use Outlook, OneDrive, and SharePoint. What I Need: Secure configuration of my Microsoft 365 environment and device Proper setup of authentication and access controls (e.g., MFA) Data protection measures (including encryption and secure file handling) Guidance on best practices for working with sensitive data Important: This is a small, single-user setup, but I want it done correctly You should be able to expl...
emote 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.
...strategy (dual-platform access during transition) • Mail flow, calendar interoperability, and identity synchronization planning • Definition of phased migration waves (aligned to organizational rollout strategy) 3. Migration Execution • Configuration of migration tools and service accounts • Migration of: o Email (Gmail → Exchange Online) o Calendars and Contacts o Files (Google Drive → OneDrive / SharePoint) o Collaboration data (as applicable) • Preservation of permissions, ownership, and sharing structures 4. Cutover & User Transition • Development and execution of cutover plan • DNS, routing, and final switch activities • End-user communication and transition support via organization IT staff • Hypercare support duri...
...hands-on expertise in: Microsoft Power Automate Cloud Flows SharePoint Integration Azure Table Storage / Azure Data Tables Data synchronization and error handling Project Scope We already have an existing integration setup and need support for fixing sync issues, improving stability, and implementing enhancements. Tasks Include Troubleshooting Power Automate cloud flow failures Fixing Azure Table Storage data sync issues Handling NULL/empty values during synchronization Implementing proper error handling and logging mechanisms Managing RowKey/PartitionKey related issues Fixing invalid query/filter conditions Creating audit logs for failed sync records Supporting deployment and production fixes Optimizing SharePoint to Azure Table data integration Required Sk...
I run two SharePoint sites focused on document management and the homepages are letting me down. The Recent Activity web-part takes centre stage and the real content is buried. I’d like both pages rebuilt in a mixed view so important information is always front and centre. Here’s what I need you to tackle: • Rework each homepage layout into a mixed view, balancing document libraries with activity feeds. • Pin a set of Important announcements so they remain fixed at the top, regardless of new posts. • Embed an existing Microsoft Form on one of the sites so users can submit feedback directly from the homepage. • Provide a quick hand-off note so I can update or swap the pinned items myself later. No branding, permission changes or extra site cre...
HIRING ALERT! We are looking for a skilled SharePoint Developer with hands-on experience in Nintex and JavaScript to design, develop, and maintain SharePoint-based solutions. The ideal candidate will be responsible for building efficient workflows, enhancing user experience, and ensuring seamless integration across systems. PH-based applicants are highly preferred. Key Responsibilities: A. Development & Customization * Design, develop, and maintain SharePoint sites, pages, and web parts * Customize SharePoint functionalities using JavaScript, HTML, and CSS * Implement responsive and user-friendly interfaces B. Workflow Automation * Build and manage automated workflows using Nintex Workflow and Forms * Analyze business processes and translate ...
...The application consists of multiple screens, including a movie listing screen, a detailed movie information screen, and a feedback submission screen. Users can search for movies, filter them based on categories such as genre, and view ratings given by other users. The feedback feature enables users to submit their name, rating, and comments, which are stored in a connected data source such as SharePoint or Dataverse. The app also calculates average ratings to highlight top-rated movies. This project demonstrates the use of Microsoft PowerApps, data integration, user interface design, and basic logic implementation such as filtering, searching, and data submission. Overall, the system provides an efficient and engaging way to manage and review Telugu movie information while en...
...looking for someone who can jump in right away, review what is already there, complete the remaining logic, and make sure everything runs smoothly end-to-end. We are looking for a skilled SharePoint Developer with hands-on experience in Nintex and JavaScript to design, develop, and maintain SharePoint-based solutions. The ideal candidate will be responsible for building efficient workflows, enhancing user experience, and ensuring seamless integration across systems. Key Responsibilities: A. Development & Customization • Design, develop, and maintain SharePoint sites, pages, and web parts • Customize SharePoint functionalities using JavaScript, HTML, and CSS • Implement responsive and user-friendly interfaces B. Workflow Automation • ...
I need an expert who can train my IT staff Google Workspace to Microsoft 365 by taking practical oriented session Trainer must know configuration, licence assignment, user provisioning, domain setup, and the migration of Gmail, Calendar, Contacts, Google Drive and Shared Drives. Along the way, you will lead my team in best-practice use of the Microsoft 365 admin centre, Exchange Online, SharePoint, OneDrive, and any PowerShell modules required. Trainer must know DNS and MX record management. Training element Your role goes beyond doing the work—you will coach us as you go. I expect clear explanations during planning sessions, screen-share walk-throughs while scripts run, and post-migration Q&A clinics so our admins can support end users without escalating minor issue...
I’m sitting on a growing stack of daily Excel files coming in from several warehouses and I need those numbers to finally speak for themselves. The goal is a live monitoring dashboard that I can embed on our SharePoint site so every warehouse manager can see, at a glance, how inbound, storage, and outbound flows are performing. Source data • Multiple .xlsx workbooks generated each day at different sites • Consistent structure (date, SKU, quantity, movement type) but stored in separate folders Must-have visuals • Line charts for trends over time • Bar charts for quick comparisons between sites or product groups • Pie charts for proportional views • A sortable table for drilling down to the raw figures Key metrics to surface Inbound...
...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 enhance existing wo...
...Power BI for executive reporting and SharePoint-driven approval workflows. Once Business Central is live, we will expand into the rest of the stack—Microsoft 365 Business Premium for all users, Entra ID for SSO, conditional access and MFA, SharePoint for controlled document management and an externally facing portal, Teams for day-to-day collaboration, Purview to enforce retention, Power Automate and Power Apps for form-based approvals and lightweight portals, plus DocuSign fully integrated with SharePoint. Deliverables I need to see from you • A detailed project proposal outlining phases, key activities and estimated timelines • A clear architecture diagram that shows how each service interacts (especially Business Central → Power BI an...
Our organisation is assisting clients with full-scale moves from Microsoft 365 to Google Workspace for well over 200 users on average. The source tenant holds every major Microsoft service: Exchange Online for email, OneDrive and SharePoint for file storage, plus Teams (including associated SharePoint content). Nothing will be left behind—the brief is a complete, once-off migration of all mail, files, sites, chat history and permissions into a clean Google Workspace environment. I need contract support from specialists who have already delivered comparable enterprise transitions. You should be comfortable planning and executing each phase—including discovery, coexistence planning, cut-over scheduling, user communication, and post-migration validation—using ...
Set up Microsoft 365 (SharePoint + Entra ID) so external users can access PowerPoint Online presentations with embedded videos that stream but cannot be downloaded, with access controlled via group membership and revocable per user.
Set up Microsoft 365 (SharePoint + Entra ID) so external users can access PowerPoint Online presentations with embedded videos that stream but cannot be downloaded, with access controlled via group membership and revocable per user.
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.
...week on-site with the core team and the rest working remotely, so proximity to Bristol is important. Your focus will sit mainly inside Microsoft Teams and SharePoint holding the central team email inbox managing internal and external enquires. In Teams you’ll oversee user life-cycle, set up new channels and teams, keep permissions clean, and weave in the third-party apps . On SharePoint you’ll help structure sites and libraries, maintain access controls, and keep an eye on storage and versioning so projects flow smoothly. Specific tasks we need covered each week: • User & permissions management across Teams and SharePoint • Channel and team creation, archiving, and policy upkeep • Light integration work—connecti...
Our SharePoint Online document library has exceeded Microsoft’s storage quota and I need to bring it back under control through proper data-lifecycle management. My chosen approach is to delete redundant files, determining redundancy strictly by file age. Anything older than 7 years should be treated as a candidate for permanent removal, provided we remain compliant with M365 retention requirements. Here is what I need from you: • Analyse the existing tenant and pinpoint every document older than the seven-year threshold, using the most reliable combination of Microsoft Purview Data Lifecycle Management, SharePoint Online PowerShell, or any other native M365 tooling you feel is appropriate. • Design and configure the retention or deletion policies so they ...
...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 enhance existing wo...
My finance team tracks revenue, costs and overhead in several Excel ...view of profit margins and the factors that move them. Deliverables • A well-structured .pbix file with an optimised data model (star schema where possible, calculated measures for gross and net margin, DAX comments for clarity). • Dynamic dashboards and report pages focused on profit-margin analysis at multiple granularities. • Refresh setup for our Excel sources (gateway or OneDrive/SharePoint, whichever suits). • A brief hand-off video or annotated PDF explaining key visuals, refresh steps and how to extend the model. Power BI Desktop, DAX, Power Query, and solid finance acumen are essential. If the core margin insights land smoothly, there’s scope to expand into broader fin...
...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 enhance existing workflows ...
Background We have a live, production ticket/email management system built using: Power Apps (Canvas App) Power Automate SharePoint Online Shared Mailboxes The system is currently used by the Billing department. Ownership of all components is fully with our organization. We want to: Fix a few minor issues Replicate the same system for 2 additional departments Scope of Work 1. Power App Enhancements & Fixes 2. Replication for Two Departments (High Priority) Replicate the same solution for 2 additional departments Each department will have: - Its own shared mailbox - Its own SharePoint site/list - Role‑based access for its users Core logic and app structure should remain the same No data mixing between departments Expectation: Replication should be Quick, clean, contro...
Set up Microsoft 365 (SharePoint + Entra ID) so external users can access PowerPoint Online presentations with embedded videos that stream but cannot be downloaded, with access controlled via group membership and revocable per user.
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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