Power Automate Jobs

Power Automate Workflows + Power BI Sales & Event Dashboards Project Description We are looking for an experienced Power BI / Power Automate specialist to support the implementation of automations and reporting for our SharePoint-based LeadHub system. The project includes: 1. Power Automate Workflows Automatic creation of leads from website emails into a SharePoint LeadHub list Sales funnel follow-up reminders Event preparation workflows Post-event follow-up workflows 2. Power BI Sales Dashboard Reporting for leads, sales pipeline, funnel stages, and forecasted order intake. 3. Power BI Event Performance Dashboard Event ROI reporting including leads generated, pipeline volume, and estimated order intake. Our system is based on SharePoint Lists (LeadHub + Event Calendar) co...

I already have a fully-designed project management dashboard and now need it embedded into a modern SharePoint page so the team can interact with it in real time. When users make changes on the page, the edits should write straight back to the same files (or a central list you create) without extra clicks. The dashboard will have 2 levels of accessability - manager type and staff type. It needs to be secure and work smoothly. Will also need to pull data from Time Doctor and other apps Key live interactions I expect are: • Form inputs such as new task entries or comments • Task status updates that immediately reflect across the dashboard * Latest changes save I’m open to the most efficient approach—SharePoint Framework (SPFx), Power Apps, Power Automate, or ano...

Quiero llevar el flujo de atención de nuestro contact center al entorno Microsoft 365 usando Power Automate. Hoy registramos las solicitudes en una hoja de Excel y damos seguimiento manualmente por correo; eso nos genera retrasos y falta de visibilidad. Necesito que diseñes y entregues una solución que: • Cree tickets de manera automática cada vez que llegue un correo de soporte o se añada una fila en la base de datos. • Envíe notificaciones y alertas a los agentes y supervisores según el estado del ticket. • Asigne los tickets al agente adecuado con base en reglas sencillas (por ejemplo, tipo de incidente o carga de trabajo). • Facilite el seguimiento de clientes mediante paneles o reportes dentro de Microsoft...

Necesito a alguien con sólida experiencia en Microsoft Dynamics 365 CRM para conectarlo de forma fluida con Power Platform, especialmente con Power Apps. Mi objetivo es: • Configurar los conectores y flujos necesarios para que la información viaje sin errores entre Dynamics 365 CRM y las aplicaciones de Power Apps que ya utilizamos. • Asegurar autenticación y permisos correctos, evitando duplicados o problemas de sincronización. • Documentar de manera clara cada paso de la integración y dejar un pequeño instructivo para el equipo interno. • (Opcional, si el tiempo lo permite) Dar una sesión breve de traspaso de conocimientos para que podamos mantener la solución. Valoraré muy positivamente q...

I need a straightforward yet reliable app built in Microsoft Power Apps that streamlines our internal approval processes from start to finish. Today, employees still submit paper or email requests that managers then track manually—a routine that slows everyone down. With this new app I want each request raised, routed, approved or rejected, and finally logged without anyone leaving the Power Platform environment. Core flow • Employees launch the app, fill out a request form, attach any required files and hit “Submit.” • The request instantly appears in the relevant manager’s queue, complete with status indicators and comment boxes. • Managers approve, reject or return for rework; the decision triggers an automatic notification and updates a cen...

I’m ready to roll out Microsoft Dynamics 365 Business Central across our wealth management practice and need an experienced partner to guide the entire implementation. The build must cover three core capability areas from day one—Financial Management, Client Relationship Management, and Investment Management—so the solution operates as a single, seamless platform for our advisors, operations team, and compliance staff. Scope of work • Solution design: map current workflows and data structures into Business Central, configuring ‎Chart of Accounts, multi-entity reporting, CRM contact hierarchies, and investment product tables. • Data migration: cleanse and import historical financial, client, and portfolio data with full audit trails. • Process aut...

I already have a live Microsoft Form collecting nothing more than the contact’s name and email address. What I need now is a Power Automate (or equally streamlined) flow that triggers the moment a response is submitted, validates the two fields, and then creates a corresponding mail contact in Exchange Online. Key expectations • The flow must authenticate with the minimum permissions required and run fully in the cloud—no on-prem components. • On success, the new contact should be visible in the Exchange Admin Center almost immediately. • On any failure—duplicate address, validation issue, permission error—an email alert must be sent to my chosen admin mailbox with clear fault details. Deliverables • Exported flow package (or step-by-st...

I’m looking for an experienced Dynamics 365 Business Central professional to implement it. My main objective is to find someone to help remove hurdles to using it. Users needs guidance into what's the issue when blocked by an error message. or when unable to complete their tasks. Here’s what I need: • A quick discovery session to understand how my current instance is configured and what we do • Hands-on implementation and patience to shows users what to do to fix the issue If you have a track record of working with Business Central environments, I’d love to hear about you.

I am consolidating several business processes onto Microsoft Power Platform and need a hand finishing two connected pieces: First, a set of Power Automate flows that pull and push data to Business Central, apply business rules, and notify users at key points. Second, a model-driven Power Apps application that sits on Dataverse, offers a clean data-entry experience, and launches those same flows in the background so work can move forward automatically. Key functionality required • Data entry form that validates and writes to Dataverse • Workflow automation triggered by create or update events Integration touchpoints Business Central for source and destination data, Flowgear for any non-native connectors, and Microsoft Fabric later for analytics. The core build needs to ...

I currently spend too much time copying figures and narrative into our monthly board-report pack. I already have a polished template; what I need is a repeatable Microsoft 365 workflow that can read our source data and push it straight into that template, saving out a print-ready set of reports in Word/PDF (PowerPoint for charts is fine if it helps). Data sources • Excel workbooks that hold the latest financials, performance metrics and employee data • Microsoft Forms responses submitted by team leads Every month the flow should: 1. Refresh the data from the Excel files and Forms responses. 2. Map each figure or text block to the correct spot in the board-report template. 3. Generate the finished pack and deposit it in a designated SharePoint/Teams folder. I expect...

Project Title: Build a Microsoft Power Apps + SharePoint “Field Engineer Ops” Mobile App (MVP) Project Description I’m looking for an experienced **Microsoft Power Platform developer** to build a **mobile-first internal app** for field engineers using: * **Power Apps (Canvas App)** * **SharePoint Lists** as the database * **Power Automate** for basic notifications/automation (recommended) The aim is to reduce admin time, standardise reporting, and improve visibility of training/compliance and operational checks. MVP Features Required 1) Home Dashboard * Shows key alerts for the logged-in user: * Training expiring soon / expired * Vehicle inspection due / overdue * (Optional) Open actions / reminders 2) Job Sheets / Site Reports Engineers can: * Create a n...

I want to replace a patchwork of manual routines with a single AI-driven workflow that keeps our operation moving on its own. The focus is firmly on streamlining three areas: • Human resources tasks – onboarding, leave approvals, payroll cross-checks. • Inventory management – real-time stock counts, demand forecasting, automated reorder triggers. • Financial reporting – month-end consolidation, variance analysis, management dashboards. The system must comfortably process text data (contracts, policies, e-mails), numeric data (spreadsheets, CSV exports) and image data (scanned invoices, product photos). It should recognise, classify and extract what it needs from each format, then trigger the appropriate downstream action or populate a dashboard. Pref...

I need a rock-solid, two-way calendar integration between our Office 365 Outlook and Method CRM. Any activity my team adds in Method—meetings, follow-ups, tasks, you name it—must instantly appear in the corresponding Outlook calendar, and everything they create in Outlook must flow straight back to Method without a single duplicate. Zapier was my first attempt, but it kept spawning repeat entries, so this solution has to handle deduplication intelligently and keep both systems perfectly aligned in real time. Using the Method API alongside Microsoft Graph, Power Automate, an Azure Function, or another lightweight middleware is fine as long as: • All calendar event fields (title, description, date/time, attendees, reminders) stay intact. • Changes, deletes, or res...

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My certificate template lives in a Word file that must be converted to PDF for each learner. Names, completion dates—and ideally their email addresses—sit in a single Excel sheet, and I want those columns to feed straight into the template in one sweep rather than by hand. The plan is to use that imported list, replace the placeholders, save every personalised certificate as <Name>, and fire off an email with the PDF attached—100+ times in just a few minutes, completely error-free. Any approach is fine—VBA mail-merge, Power Automate, a Python script, even Google Workspace—so long as: • the entire run can start with a single click on my Windows 11 / Office 365 machine • every PDF carries only the right learner’s name and date • ...