Power Automate Jobs

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...

Procore Project Sequence ID Integration via Power Apps in Teams (SharePoint List Storage) Overview We are seeking a Power Platform developer to build a Project Sequence ID automation that integrates with Procore, using Power Apps inside Microsoft Teams as the user interface. The solution will generate a unique, sequential Project ID and sync it to Procore’s Project Number field. All sequence tracking and configuration will be stored in SharePoint Lists. Objective Develop a Teams‑embedded Power App and Power Automate flows that: • Generate a unique, sequential Project ID based on our business rules. • Store and manage sequence logic in SharePoint Lists. • Push the generated ID into Procore via API. • Provide a simple Teams‑based interface for project creation ...

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...

I built a cloud flow in Power Automate that triggers every time a file is added to a SharePoint document library and then emails me the uploader’s name and the file name. The SharePoint side must remain untouched, yet two problems have surfaced during testing: • the flow falls into an endless email loop, and • when different users upload different files, each message lists every file as though every uploader added it. All I really need is for the flow to fire once per upload, name the correct uploader, and then stop—no recycling, no cross-reporting. The incoming mail can stay one-email-per-file; I just want the looping behaviour gone. You’ll receive a copy of the current flow (triggered by “When a file is created” and using standard Office...

A fresh SharePoint Online site is required to track ongoing auditing projects for Various Clients under different Alliance Partner—more precisely, utilities audits. New Clients added under Alliance Partner and need to manage separately. The main deliverable is a fully functional Project-Tracking page that lets the team see status, deadlines, assigned auditors, and key documents at a glance. Core tasks • Spin up the site collection (or sub-site if that suits best), apply clean navigation, and brand it with the company colours we will provide. • Build the Project-Tracking page using out-of-the-box web parts or modern SharePoint Lists—whichever gives a clear dashboard-style view of open, in-progress, and closed utilities audits. • Configure columns for audit type, ...

I want to build an automation with power automate. The flow is for a major incident service outage reporting, included tools, Teams, Jira, Zoom IVR switch(as tab), Open a website (as tab), Comms email within Jira ticket(as tab) Website, Zoom, Comms must show 2/3rd of the page, the actual website, and 1/3rd of the page opens a sharepoint document giving hints what do fill out with example sentences – guidance for Service Desk. This will contain multiple IT groups within the company, such as developers,networks,systems, service desk, VIPs, IFS, devops. The main interface will be Teams, only member of these groups will be able to trigger the incident button. After the incident button has been triggered, it will post an adaptive card, and wait for a response: (example name: M...

I want a single Power Apps solution that streamlines the full journey of our paper documents—from the moment they’re scanned right through to reporting—while respecting access levels tied to each employee’s position. Here’s what the finished app must do: • Accept scans from both mobile cameras and our existing desktop scanners, automatically saving each file as PDF. • Move every scanned file from point A to point B in our process flow, tracking status at each step. • Capture and store more than 100 000 rows of related metadata. Some of that data will come from manual key-in, and some will be pulled in through automated transcription, so the interface needs to support both methods seamlessly. • Generate ready-to-print templates (l...

We are looking for a skilled Power Automate Desktop RPA developer to implement a complex automation for a Windows Terminal Server environment. The target system is a legacy desktop ERP (TriData) with accessible UI Automation elements (verified via Accessibility Insights). Key tasks: • Launch and control a desktop ERP application • Navigate customer orders • Apply filters and sorting • Execute price assignment and updates • Handle confirmation dialogs • Iterate through order lines • Evaluate supplier availability and pricing • Write results to log files • Prepare (but not submit) purchase orders Environment: • Windows Server 2019 (Terminal Server) • RDP-based execution • User session remains logged in Deliverables: ...

I’m looking for a developer who can turn SharePoint Online into a secure image library where every single photo is automatically bound to a verified informed-consent record. The aim is strict compliance and traceability, not public display. The solution must recognise three role‐based audiences: Administrators, Compliance Officers and Regular Users. Administrators need the ability to manage user roles, audit consent records and approve or revoke access in real time. Compliance Officers must be able to audit those records as well, monitor actual image usage across the site and generate exportable compliance reports. Regular Users simply add, search and use images—but only within the permissions that the linked consent allows. Core expectations • When a user uploads an i...