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.
I want a single SharePoint site that acts as the central hub for my whole team. The core idea is simple: everything anyone needs—resources, documents, brand assets, onboarding material, and upcoming-event details—should sit in one clean, well-structured place. Scope of the build • Home landing page that instantly signals “one-stop shop” and routes users to the right zone in one click. • Onboarding zone with checklists, policies, key contacts, and a place new hires can acknowledge completion. • Brand zone housing approved logos, colour guides, presentation templates, and any future brand updates. • Upcoming events space showing calendars, key deadlines, and announcements; ideally fed from Outlook or a shared calendar so we update o...
I need a simple but reliable Power Apps canvas app that writes to – and reads from – a SharePoint list. The requirements include adding detailed clarifications to better outline the scope of work and address frequently asked questions. Please refer to the two updated attachments for expanded details on each part of the project. The goal is to ensure freelancers have clear instructions upfront, minimizing repetitive queries.
...policies supplied in the correct format, signed and dated. 3. Narrative answers score at least “Good” on the HSE evaluation matrix for Methodology, Quality & Capacity. 4. Final zip / portal submission validated with zero system warnings. If you have proven success on Irish healthcare, home-care or wider public-sector bids, I would welcome examples or references. We will work collaboratively via SharePoint, Teams or a tool of your choice, but I expect you to drive the timetable, flag information gaps early and maintain version control throughout....
...professional-looking Word or PDF files, apply the correct naming conventions, and place everything in the designated folders of our cloud drive so the entire audit trail stays intact. Accuracy, confidentiality, and an orderly digital filing system matter more to me than speed. You should already be comfortable working in Microsoft Word, Adobe Acrobat, and a shared drive environment such as Google Drive or SharePoint, and you’ll need to double-check that each document aligns with the latest compliance checklist I provide. Deliverables I will review daily: • Finalised, formatted legal/compliance documents saved in both editable and PDF versions • Logical folder structure with version control and time-stamped filenames • A brief hand-off note highlig...
...actually quite large, but the assistance I need is integrating Copilot Studio with Microsoft Teams and ensuring everything works seamlessly. I set up my Copilot Studio Agent and linked it to 2 SharePoint sites and Microsoft Teams. The preview showed a positive link to SharePoint, but did not integrate well with Teams. The team chat received the agent's message but could not read or send anything else to that platform. On publish, publish failed. Key Tasks: - Set up the initial connection - Ensure data synchronization - Test and troubleshoot the integration Current Tools: - Microsoft Teams - SharePoint - Microsoft 365 Business Premier Ideal Skills and Experience: - Must have Experience with Microsoft Copilot and Teams - Strong understanding of Microsoft 365...
I need an experienced Power Automate specialist to perform an HTTP request using a personal access token. The task involves con...access token. The task involves connecting to my organization's Databricks to retrieve a sales metrics dashboard. The raw data from this dashboard needs to be exported to an Excel file on SharePoint. Since I am not allowed to share my credentials this job is to be done in-person in New Jersey in a public place Requirements: - Create HTTP request in Power Automate - Use personal access token for Databricks - Retrieve sales metrics dashboard - Export raw data to SharePoint Excel file Ideal Skills: - Proficiency in Power Automate - Experience with Databricks and HTTP requests - Familiarity with SharePoint and Excel integration - Ability...
...counting 1-80. - Bold motion graphics and typography. - Fast pacing with a powerful build to "80". - Modern and cinematic feel. - Emotional and celebratory music. Ideal skills and experience: - Video editing and motion graphics expertise. - Experience with high-energy, cinematic videos. - Strong typography skills. - Ability to create emotional and engaging narratives through video. I also have a sharepoint or link with the videos i have which i will send to the editor....
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.
...custom-built solutions across SharePoint, Power Platform, and Teams. The solutions will focus on: - Workflow Automation - Collaboration Tools - Document Management We are building a Microsoft 365-based operating platform for a lender-side distressed property development management business. We require SharePoint information architecture, segregated client data rooms, Teams, Microsoft Lists, Power Automate workflows, Power BI dashboards, Intune/Entra security, Purview governance and AI-ready structured data. We already have the business process and contractual control architecture mapped and need a Microsoft solutions architect to translate it into an engineered M365 environment. Ideal skills and experience: - Strong expertise in Microsoft 365, especially Share...
I need a Power Automate flow to that manages an engineering drawing and document approval management flow with SharePoint and Power Automate. Key requirements: - Automate review process on Sharepoint - Incorporate a number of reviewers Ideal skills and experience: - Proficiency in Power Automate - Experience with SharePoint integration - Strong background in automation and system integration Looking for a freelancer who can deliver a robust and efficient solution. Please provide examples of similar work. Thank you!
...* OAuth/OIDC * RBAC * Multi-tenant SaaS architecture * Application and API security Experience with AI/LLM systems is highly desirable, particularly: * OpenAI API or similar LLM APIs. * AI agent architecture. * Tool/function calling. * Structured outputs. * RAG/document processing. * Secure separation of AI services from web applications. Experience with Microsoft Entra ID, Microsoft 365, SharePoint or enterprise system integrations would be advantageous. Who We’re Looking For We are looking for a senior-level engineer who can take ownership of the technical problem rather than simply execute predefined development tickets. You should be comfortable reviewing an existing codebase, identifying architectural and security weaknesses, recommending solutions and implementi...
I need a Power Automate flow that lives in SharePoint Online and walks our engineering designs and technical reports through a clear, traceable review cycle. The flow should fire as soon as a new file is dropped into (or updated inside) the dedicated document library, then: • capture the submission metadata, • assign the all the reviewers simultaneously engineer, project manager and other reviewers, and • track every approval or rejection until the document reaches a final “Released” status. Along the way the flow must: – write status updates back to library columns so the team can filter by “Pending Engineer”, “Pending PM”, “Rejected”, or “Released”; – store each approval decision a...
I need an experienced Power BI specialist who can dive straight into an urgent KPI dashboard build for our Bedford-based business. The model must pull live and historical data from three different sources—Excel files stored in SharePoint, our on-premise SQL databases, and several Online APIs—and blend them into a single, well-structured data model. The core story the dashboard must tell is operational efficiency: utilisation rates, throughput times, downtime causes, cost per unit, and any other DAX measures you know will help management spot bottlenecks quickly. Alongside that operational narrative I also want space for two high-level sales indicators—total revenue and sales growth rate—so leadership can see in one view how internal performance is affecting ...
I'm seeking an experienced SharePoint developer to create structured, functional pages tailored for our HR team, executive leaders, and all employees. The setup should include: - Document management capabilities - Reporting and analytics features - Design and creation of a unified One-SharePoint HR page Additionally, I need dashboards for: - HR performance metrics - Employee engagement - Project management Ideal Skills & Experience: - Proficiency in SharePoint design and implementation - Strong understanding of HR metrics and dashboard creation - Experience in building user-friendly, organized document management systems - Ability to customize pages for different user groups
I need an experienced Power Platform developer to jump in on a series of small-to-medium assignments that all centre on SharePoint/Dataverse. The core task right now is a Canvas app that captures data through user-friendly forms, stores everything in SharePoint/Dataverse, and triggers automated flows in Power Automate. Most of the workflows push documents and metadata to specific SharePoint libraries, so comfort moving information back and forth between Dataverse tables and SharePoint lists is essential. You’ll be handed wireframes, a field map, and access to an existing environment; from there I expect you to build the screens, patch the data, configure security roles, and create the necessary flows. Clean formula design, consistent naming conventions, a...
I need assistance with two Excel files located on SharePoint. One file needs to be readied, and the other needs to be updated based on key columns. Requirements: - Read and prepare one Excel file. - Update 'Amount' column in the second Excel file based on matching 'WBS' key column. - Both files contain financial data. Ideal Skills and Experience: - Proficiency in Excel, especially with handling financial data. - Experience working with SharePoint. - Attention to detail and accuracy in data handling. - Ability to complete tasks efficiently and within the budget.
...actually operates (not generic templates) - Support with internal audit / readiness review before the external certification audit - Guidance on implementation across our office and field crews **Important notes:** - We already have a certification body lined up for our external Stage 1/Stage 2 audits. We need a consultant who is **independent from our certifier**. - We use Microsoft 365 (SharePoint/Teams) day to day, so a documentation system that fits with that is a bonus. - Traffic management / civil / construction industry experience is highly preferred, along with solid knowledge of Australian WHS and environmental legislation. **Deliverables:** - Complete, audit-ready ISO 9001 + 14001 + 45001 documentation set - A clear readiness assessment confirming we'...
I have raw footage that needs to become a polished, educational-professional YouTube video. Your job is to take it from rough cut to final upload-ready file: trim dead space, craft smooth transitions, balance color, and add subtle ...vertical reels (15–60 sec) that tease the core ideas and drive traffic back to the full episode. Think native dimensions for YouTube Shorts and Instagram Reels, with captions burned in. Deliverables • Final 1080p (or higher) YouTube master, properly color-corrected and audio-leveled • 3–5 vertical reels in 1080 × 1920, captioned and ready to post I share footage and branding assets via sharepoint/google drive ; you send back draft links for feedback, one revision round, then final exports. If this sounds like your whe...
...directly to an existing **SharePoint List**, together with a multi-stage **Power Automate approval workflow**. The SharePoint List currently contains approximately **30 columns**, including text, multi-line text, date, choice, and attachment fields. The complete SharePoint schema will be provided to the selected freelancer. The application should provide a clean, responsive, and user-friendly interface for creating and managing submissions while ensuring reliable validation and data handling. The Power Automate workflow will manage the complete approval lifecycle, including automated notifications and SharePoint status updates at each stage. ## Core Requirements ### 1. Power Apps Canvas Application Build a responsive Canvas App connected to the existing...
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.
Senior SPFx / SharePoint Online + Power Automate Developer MECG – Middle East Contracting Group is looking for an experienced Microsoft 365 / SharePoint Online developer to implement our internal workflow platform using SPFx, React, TypeScript, SharePoint Lists/Libraries and Power Automate. The solution architecture, workflow logic, UI/UX designs, HTML prototypes and much of the functional specification are already prepared. This is primarily an implementation, integration, testing and code-correction project, not a design-from-scratch engagement. Scope Implement 13 workflow applications/modules: 1. Purchase Requisition – PR 2. RFI 3. Shop Drawing 4. Material Submittal 5. Transmittal 6. Inspection Request – IR 7. Material Inspection Request &ndas...
I need a SharePoint Online document library and a set of Power Automate flows that take every shop-drawing PDF my team uploads and push it through a complete internal review and approval cycle. The drawings are strictly for internal review and approval, never client-facing, so the workflow must reflect that. Here is what has to happen to each file: 1. As soon as a drawing lands in the library (drag-and-drop or email-in), the flow must pick up the file name, parse the drawing number, revision, and title, and write those fields into library columns while also adding the file to an automatically generated “Drawing List” (Excel or SharePoint List—open to suggestions). 2. The flow then routes the drawing to our predefined approvers in sequence. Each approver r...
...firm-wide context once so it loads for every conversation, for everyone on the team • A reusable prompt library (we write the content; you coach technique, structure, and relevant plugins/skills) • Producing downloadable Word/Excel outputs (templates, memos, financial statement, lead schedules), with honest advice on where Cowork adds value. • Advising on document-store connectivity (e.g. OneDrive/SharePoint), with an honest view of what's supported - noting it may exclude CCH. Launching our first live engagement in Claude • Model selection, seat licensing, and usage-limit guidance for our team size • Dashboards, usage-governance rules, and handover so we can run this independently _______________________________________________________________...
I need immediate assistance with SharePoint, OneNote, and Teams on Office 365. The ideal freelancer should have: - In-depth knowledge and experience with SharePoint, OneNote, and Teams. - Proven ability to troubleshoot and resolve issues quickly. - Strong communication skills for effective guidance and support. - Ability to work on an urgent basis. Please provide a brief overview of your relevant experience and how quickly you can start.
Travel Request Form that store the data in SharePoint list and send the response for approval.
...midway through development on a solution that spans Azure, Dynamics 365 and SharePoint, and I need an experienced Microsoft-stack developer who can jump straight into the codebase and keep our velocity high. Where things stand • The project is already in the Development phase. • CI/CD is set up in Azure DevOps and the repository is active. • Core architecture is defined; we’re now building out business modules, integrations and front-end experiences. What you’ll actually do – Extend and optimise Azure Functions, Logic Apps and App Services that power our back end. – Write and refactor custom Dynamics 365 plug-ins, workflows and Power Platform components. – Build SPFx web parts and automate SharePoint site provision...
...combines data into a single reporting database while providing executive-level Power BI dashboards with real-time KPIs. The selected freelancer will be responsible for designing and implementing an end-to-end automated analytics solution, including: We are using the following databases - Microsoft Excel files (multiple folders) - SQL Server / MySQL database - REST APIs (CRM and ERP) - CSV exports - SharePoint / OneDrive (optional) You are expected to develop Python scripts that automatically: - Import new files - Clean and validate data - Remove duplicates - Standardize formats - Merge datasets - Handle missing values - Generate error logs - Perform scheduled incremental updates The solution should require minimal manual intervention once deployed and for that freelancer would b...
...combines data into a single reporting database while providing executive-level Power BI dashboards with real-time KPIs. The selected freelancer will be responsible for designing and implementing an end-to-end automated analytics solution, including: We are using the following databases - Microsoft Excel files (multiple folders) - SQL Server / MySQL database - REST APIs (CRM and ERP) - CSV exports - SharePoint / OneDrive (optional) You are expected to develop Python scripts that automatically: - Import new files - Clean and validate data - Remove duplicates - Standardize formats - Merge datasets - Handle missing values - Generate error logs - Perform scheduled incremental updates The solution should require minimal manual intervention once deployed and for that freelancer would b...
AI & Business Process Automation Specialist – Review Odoo, , SharePoint & Office 365 Workflows We're a growing business currently operating across a mix of Odoo (CRM/ERP), , SharePoint, and Office 365. We're looking for an experienced Business Process Analyst / AI Automation Consultant to review our current operational workflows and identify where automation and AI can genuinely improve efficiency. Scope of work: 1. Review how our current processes operate across Odoo, , SharePoint, and Office 365 2. Map existing workflows and data flow between these systems 3. Identify repetitive, manual, or inefficient tasks 4. Identify concrete opportunities where automation or AI could add measurable value 5. Recommend a practical automation/integration ap...
I'm looking to create a SharePoint site called "Project Connection" for my team to foster social interaction and learn about each other. I need a 24 hour turn around and it is not a large project. Key Features: - Discussion Forums: Spaces for open conversation and topic discussions. - Employee Profiles: Detailed profiles to help team members get to know each other. - Event Calendar: A calendar to keep track of social events and connection meetings. - Connection Meeting Info: Dedicated area to share details about team connection meetings. Content Organization: - A mix of dedicated sections or a unified page for all features. Ideal Skills & Experience: - Proficiency in SharePoint. - Experience in designing social interaction platforms. - Strong organizat...
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.
I need to automate parts of the RFQ process, specifically RFQ creation and quote comparison. The solution should also facilitate communication with internal ... specifically RFQ creation and quote comparison. The solution should also facilitate communication with internal stakeholders through email notifications. Requirements: - Automate RFQ creation and quote comparison. - Send email notifications to internal stakeholders. - Read emails and store attachments (PDFs, Excel sheets) in SharePoint automatically Ideal Skills and Experience: - Experience with automation tools, especially Copilot. - Familiarity with SharePoint and email integration. - Strong organizational skills to streamline the RFQ process. Looking for a freelancer who can deliver a seamless and efficient aut...
I need a solution that automatically creates a folder in SharePoint for each new item added to a SharePoint list. The folder should inherit permissions from the parent directory and be named using the item title. Requirements: - Familiarity with SharePoint and Power Automate (or similar tools) - Ability to set up permission inheritance - Custom naming conventions based on SharePoint list item titles Ideal Skills: - SharePoint Administration - Automation Scripting - Attention to Detail
Automate courses with sharepoint and Xero
I'm looking for an experienced SharePoint specialist to create and customize a communication site. Key Requirements: - Site Creation: Set up a new communication site. - Customization: Tailor the site to meet our branding and functional needs. Ideal Skills: - Proficiency in SharePoint site creation and customization. - Strong understanding of communication site features and functionalities. - Experience in branding SharePoint sites. Please include relevant experience in your application.
...for a Senior SharePoint & Power Platform Developer to design and implement scalable SharePoint Online solutions for client and project collaboration. The role will focus on SharePoint solution design, information architecture, metadata, access control, automation and site provisioning. Experience: 8 to 12 years of relevant experience in SharePoint Online, Microsoft 365 and Power Platform development. Key responsibilities Design and implement SharePoint hub, client and project site structures. Create and configure modern Team Sites, Communication Sites and Hub Sites. Configure document libraries, lists, content types, metadata, views and navigation. Configure document roll ups, SharePoint list based milestone tracking and metadata driven c...
I need an experienced audit contractor who can step in remotely and take full ownership of control testing for a manufacturing business. The...weight but is not mandatory. Key deliverables • A complete workpaper set for every control assigned (my template will be provided). • An up-to-date evidence request log that tracks outstanding items. • A deficiency register that ranks issues by risk and suggests remediations. • A concise findings summary for me as audit lead. All work is remote; communication will be through Teams and SharePoint. If you have the discipline to dig deep into compliance and operational efficiency controls and present crystal-clear documentation, I’m ready to share the first batch of test items with you. Initially with start ...
I need SharePoint / M365 SME to teach following items. Need help in quick ramp up of new features. Need resource who is actively working on some or all of the list items. We can do 2 hour or 3 hour interactive session three times a week. SharePoint Course Requirement --------------------------- 1- packaging and deployment of custom webparts, list, page, site template 2- Site template and PNP provisioning. 3- Data Loss Prevention (DLP) 4- SharePoint Advanced Management (SAM) - content assessment 5- Data Access Governance (DAG) reports to identify and remediate oversharing and permission risks 6- CI/CD pipeline for deployment. Azure DevOps / GitHub Actions . Release scenarios. automated build. 7- SharePoint Framework (SPFx) - few practical use case scenarios for...
I need SharePoint / M365 SME to teach following items. Need help in quick ramp up of new features. Need resource who is actively working on some or all of the list items. We can do 2 hour or 3 hour interactive session three times a week. SharePoint Course Requirement --------------------------- 1- packaging and deployment of custom webparts, list, page, site template 2- Site template and PNP provisioning. 3- Data Loss Prevention (DLP) 4- SharePoint Advanced Management (SAM) - content assessment 5- Data Access Governance (DAG) reports to identify and remediate oversharing and permission risks 6- CI/CD pipeline for deployment. Azure DevOps / GitHub Actions . Release scenarios. automated build. 7- SharePoint Framework (SPFx) - few practical use case scenarios for...
I need to tighten the hand-off between Excel, Word, and SharePoint so information moves automatically instead of being copied and pasted all day. The current workflow has slow and inefficient steps that need to be optimized while integrating some additional apps/features to enhance functionality. The goal is a set of Power Automate flows that capture data as soon as it is entered (or updated) in Excel, push or pull the corresponding fields in Word templates, then store and version them in the correct SharePoint libraries—no duplicate typing, no missed updates. Security trimming and existing permissions inside the SharePoint site must stay intact. Please design, build and test the flows, document how each one works, and provide a short walkthrough so my team c...
...documents from Google Workspace (Drive and Docs) into Microsoft 365 while keeping costs down—that is the main driver behind the project. Roughly 120 staff members sit in the 51-200 user band, so the solution must scale without introducing needless licensing overhead. Scope • Inventory current Google Drive storage, shared drives and individual My Drives. • Design an information architecture for SharePoint Online / OneDrive that preserves existing folder structure, document metadata, version history and sharing permissions. • Execute the migration using Microsoft migration tools, PowerShell, or proven third-party utilities; finish with delta sync so no file is left behind. • Coordinate change-management: schedule cut-over in waves, issue clear use...
I need an experienced professional to configure Microsoft 365 services, specifically email, SharePoint, and OneDrive. Ideal Skills and Experience: - Proven experience with Microsoft 365 configuration - Expertise in email setup and SharePoint, OneDrive configuration - Ability to work efficiently and complete tasks ASAP - Strong problem-solving skills and attention to detail -Ideally based in Based in Boronia/ Melbourne Please provide relevant experience in your application.
I need SharePoint (Team Site) and Power Automate configured so that every new message arriving in our Microsoft Outlook mailboxes is scanned for four attachment categories—e-tickets, e-visas, supplier statements & invoices, and tax invoices/bills. The flow I have in mind should: • Detect the file type or subject line cue, • Download the attachment, • Rename it with a clear convention (date-supplier-reference, for example), • File it into the correct library or folder on the SharePoint Team Site, and • Apply basic metadata so the team can filter and search. Everything must run quietly in the background and leave a short confirmation note back in Outlook so we know the document has been stored successfully. Once the automation ...
My team lives in Outlook, SharePoint, and Teams every day, yet too many steps are still manual. I want a streamlined set of Power Automate flows that increase efficiency across three key areas: email management, document collaboration, and task tracking. Scope of work • Review our current Microsoft 365 environment, mapping the manual touchpoints that slow us down. • Design and build cloud-first Power Automate solutions that automatically sort and route emails in Outlook, move or tag files in SharePoint based on metadata, and update task lists or Planner boards inside Teams without human intervention. • Ensure each flow includes clear error-handling and logging so issues surface immediately rather than days later. • Provide concise user documenta...
... The main requirement is: ( using power apps, share point and power apps only) 1. We enter Work Order details through a simple form/interface. 2. The system automatically generates a unique Work Order number, for example: WO-2026-000001. 3. It automatically creates a Work Order document using a predefined template. 4. The completed Work Order should automatically be saved in the correct SharePoint folder. 5. The system should maintain a Work Order tracker/database with details such as: * Work Order number * Site * Vendor * Work type * Scope of work * PO number * Cost * Start/completion dates * Status 6. It should be possible to search and track existing Work Orders. 7. Ideally, the system should automatically send an email/notification when the Work Order is created or updat...
...build the new tenancy, create and map users, groups and roles, configure MFA, and handle licence allocation. • SharePoint and OneDrive migration – transfer all Drive content into the correct SharePoint sites and personal OneDrives while maintaining permissions and version history. • Email, calendar and contact migration – full Gmail, Calendar and Contacts move to Exchange Online. • Endpoint security & application deployment – set up Intune policies, conditional access, device compliance and roll out required desktop and mobile apps. Key points: • Strong experience required in security, Identity Access Management (IAM), tenancy setup, privilege access, cloud systems, Intune, SharePoint, OneDrive, Endpoint Manager, and securi...
...minutes and under 15 minutes - CAD $ 6 each I need a structured series of SharePoint training videos that guide viewers all the way from beginner to advanced proficiency. The material must start with the absolute basics—interface familiarity, simple site creation, and permissions—and progress methodically into power-user and admin territory such as complex content types, advanced search, and integration techniques. I am looking for a presenter who can: • Map out a logical learning path that clearly separates beginner, intermediate, and advanced modules while still feeling like one cohesive course. • Record high-quality screen-capture videos (1080p, clear audio) using a current SharePoint environment—SharePoint Online • Explai...
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.
I need a Power Automate developer to build an automated workflow connected to an Excel workbook stored in SharePoint/OneDrive. The workbook contains a master data table and a dropdown list of account names. As new accounts are added to this dropdown list, I want Power Automate to automatically: Detect the new account value. Create two new worksheet inside the same Excel file. Generate a full copy of the master data table for each sheet on that new sheet. Replace one specific field/value in the copied data with the new account name that triggered the flow. Name the sheet using the new account value. This must run server‑side using Excel Online connectors (no desktop macros), and must be fully dynamic — meaning the flow should work for any future account added to the drop...
Microsoft 365, Copilot & Power Automate Specialist We are an Australian behaviour support provider seeking an experienced Microsoft 365, Copilot, Excel, Microsoft Planner and Power Automate specialist to help us improve and automate our internal business systems. We currently use: • Microsoft 365 • Excel • SharePoint • Outlook • Microsoft Planner • Teams • Word • Power Automate • Microsoft Copilot / Copilot Studio • Splose as our client management system We are looking for someone who can take a broader look at our current systems, identify opportunities to reduce repetitive administration and provide practical advice about how we can better use Microsoft Copilot, Power Automate and the wider Microsoft 365 environment. What w...
Client experience can make or break their decision to do business with you again, to spread good or bad feedback to others and more.
Herramientas para formar un equipo entre freelancers
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