Sharepoint jobs

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.

...numbering • Master slide layouts • Presentation quality comparable to a professional design agency 4. Images & Branding • Automatically incorporate company logo. • Automatically incorporate customer logo. • Automatically incorporate First Nations partner logo when applicable. • Use professional equipment photography organized by equipment category. 5. Microsoft 365 Integration • Microsoft 365 • SharePoint • Power Automate Deliverables • Production-quality Excel workbook • Customer Catalogue Export • Production-quality PowerPoint template • PowerPoint automation (if included in proposed approach) • Documentation • All source files • Final testing and quality assurance Timeline Project Start: Immedi...

This project centres on expanding and polishing a SharePoint Online environment through three parallel tracks: custom web-parts development, workflow automation, and full site customization & branding. The tenant already runs Microsoft 365, so everything you deliver must slot neatly into that ecosystem. Core build • SPFx-based web parts written in React, TypeScript and JavaScript, styled to match corporate guidelines. • Power Automate and, where it makes sense, Power Apps to eliminate manual steps in existing processes. • Visual refreshes that respect modern SharePoint theming while adding a unique brand identity. Site scope The work may touch intranet portals, team collaboration hubs or even a public-facing site—the exact mix is fluid, so ver...

I need a working expenses submission solution built on our existing SharePoint Online site. The front end should be a responsive PowerApps form that lets staff log every claim quickly on desktop or mobile. For each line item the user must be able to pick the expense type (Travel, Office Supplies, or Client Entertainment), enter the amount, choose the expense date, add a short description, and attach the supporting receipt image or PDF. The first priority is to create a quick substitute for an InfoPath form that Microsoft is retiring on July 14. This stage must be completed urgently within the next few days. Once the form is submitted a Power Automate flow should trigger a two-step approval: first to the employee’s line manager, then to Finance. Each approver must be able to...

I’m building a knowledge library in SharePoint Online to help a team find documents, reference material and templates quickly, and to make our document and proposal process faster and more consistent. The structure and content plan are already designed. I’m not looking for someone to decide what it should be. I’m looking for someone to help me build it correctly, set up some automation, and coach me so I can run and maintain it myself afterwards. This is a build-alongside-me role, not a hand-it-over-and-leave role. What’s already done • A four-section site structure, documented in a blueprint. • A tagging model so one master library can be surfaced as multiple filtered views. • Clear content requirements for each section. What I need hel...

I already have an MS Access database with all of the tables fully built and linked to SharePoint. What I need next is a polished dashboard inside that same file so everyday users can work with the data without digging through the back-end structure. Here’s what the dashboard should do: • Present a clean opening form where users can upload spreadsheet files (xlsx, csv) straight into the appropriate SharePoint-linked tables. • Offer simple option selectors—think drop-downs, radio buttons, or checkboxes—so the user can filter or trigger predefined queries before exporting. • Generate instant exports to both CSV and Excel formats; the file names and save location should be handled automatically or via one prompt, whichever is cleaner. If i...

...and mockup deck • Build the refreshed site in WordPress using Divi 5 • Create a staged version for review before publishing • Build the main pages: Home, Services, Who We Serve, Why Inspect Solutions, Resources, About, Contact / Request Inspection, and Inspector Quick Start • Create dropdown navigation and service sections • Add or connect contact/request forms • Integrate Microsoft Forms or SharePoint links where needed • Make the site mobile responsive • Use approved logos, images, and redacted inspection photos • Keep the finished site editable in Divi so our team can update copy, images, and links after launch Please include the following in your proposal: • Estimated cost • Estimated timeline • Examples of similar W...

HI, 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 interactive session on week days. SharePoint Course Requirement --------------------------- 1- packaging and deployment of custom webparts, list, page, site template 2- programming json for formatting columns, views, list forms 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 7- SharePoint Framework (SPFx) - few practical use case scenarios for coding and deployment 8- PnP tools and provisioning f...

I need assistance setting up our files on SharePoint to enable remote access and collaboration. Requirements: - Setup for 1-10 users - Make files available for all users, sync files correctly Ideal Skills: - SharePoint expertise - Experience in file organization and setup - Collaboration tools setup experience Please include relevant experience in your application.

I am looking for an experienced full stack developer to build a simple, clean and user friendly web based Document Management System. The application will use Google Drive or Microsoft OneDrive/SharePoint as the storage location for documents, while maintaining a searchable database of document metadata and OCR text. The goal is to make scanning, uploading, searching and retrieving documents as quick and simple as possible. Core Features 1. Add Document Upload PDF, JPG or PNG files. Ability to scan documents directly (if practical). Automatically perform OCR on uploaded documents. Prompt the user to enter a document title. Upload the document to Google Drive or OneDrive. Store metadata and OCR text in a database. 2. Search Documents Search by: Document title Original filename...

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 want a complete approval workflow built in Power Automate that plugs straight into an existing SharePoint list. The process is simple: when an item (or document) is created or edited the flow should fire, send a single approval request to a defined Microsoft 365 group, wait for the first response, and then continue. If the item is approved the flow must: • send an email confirmation to the original requester (using Outlook connector) • update the same SharePoint list item with an “Approved” status and any comments returned by the approver If it is rejected, the flow should mark the item as “Rejected” and notify the requester with the approver’s comments. Please package the finished solution with: • the exported .zip of the f...

I need help configuring library metadata and views in SharePoint. This includes setting up columns and fields. Ideal Skills and Experience: - Proficiency in SharePoint - Experience with library metadata configuration - Ability to set up columns and fields

I need a streamlined contract management space built entirely within Microsoft 365, drawing on SharePoint for storage, Power Automate for the logic, and Teams for real-time notifications. Every contract should sit in a central SharePoint library that captures metadata, version history, and key dates. As soon as a file is added or updated, a Power Automate flow must launch an approval sequence, post progress alerts to the relevant Teams channel, and update a dashboard that tracks the lifecycle from draft through signature to renewal. Key must-haves • Secure access for both my employees and invited external partners, each seeing only what they should. • An approval chain I can edit on the fly—no redeploying or hard-coding whenever a stakeholder changes. &...

...system automatically generates a digital permit (PDF or similar) and stores it in SharePoint while emailing a copy to the applicant. • A dashboard surfaces real-time completion statistics so I can see overall throughput and any bottlenecks at a glance. Deliverables that will define completion: 1. Fully functional Power Apps canvas or model-driven app with role-based security for Applicants, Supervisors, and Administrators. 2. Power Automate flows implementing the approval logic, notifications, and permit generation. 3. Microsoft Forms quiz template wired into the workflow. 4. Integration connectors or custom connectors for the external payment portal with status feedback to the app. 5. SharePoint schema, plus an embedded app dashboard showing the required...

...set of business process automations using Microsoft Power Automate and SharePoint. Our HR and operations teams have a backlog of manual, repetitive workflows that are ready to be automated, and we need someone who can architect and build reliable, well-documented flows we can maintain after the engagement ends. This is a project-based consulting engagement, not a full-time position. You'll work closely with our internal team to scope each process, build the automation, test it against real data, and hand it off with documentation. What you'll do Build Power Automate flows to automate HR and operational processes (onboarding tasks, reminders, notifications, approvals, data hand-offs, etc.) Set up and structure SharePoint lists and libraries to serve as the data s...

...Approximately 20 users Microsoft 365 Windows 10 and Windows 11 workstations Exchange Online already in use SharePoint Online and OneDrive available Intune licensing available Multi-factor Authentication enabled Project Goals Assess the current Active Directory environment Determine the safest migration strategy to a cloud-only Microsoft 365 environment Configure Microsoft Entra ID (Azure AD) Configure Microsoft Intune for device management Join workstations directly to Microsoft Entra ID Migrate Group Policy settings to Intune where appropriate Configure Conditional Access and security policies Configure Windows Autopilot if recommended Verify OneDrive Known Folder Move and SharePoint access Remove dependencies on on-premises Active Directory where practical Decommission ...

...that behave exactly like the current spreadsheets. • Admins must see the full picture across all sites, filter instantly, and spot defects in real time. I will supply the existing Excel templates, the equations behind them, and sample data for each location. You will need to: 1. Build or recommend a lightweight data store that accepts automated uploads (CSV/XLSX) or a direct gateway from SharePoint/OneDrive if that speeds things up. 2. Reproduce the spreadsheet calculations inside Power BI so figures match to the decimal. 3. Design the report pages and visuals (bar, pie, line) and configure row-level security for the two user groups. 4. Publish it to the Power BI Service, embed it on a secure web page, and provide a short hand-over guide so I can add new sites late...

...BACKGROUND ─────────────────────────────────────── The flow automatically sends daily reminder emails to clients with overdue invoices. It distinguishes between two levels of urgency based on the number of days overdue, using an Excel file hosted on SharePoint as the data source. ─────────────────────────────────────── FLOW ARCHITECTURE (already built) ─────────────────────────────────────── 1. Scheduled Trigger — runs automatically every day at a defined time. 2. List rows present in a table — reads the "Recouvrement" table from the Excel file (SharePoint), which contains all clients with their outstanding amounts, late payment interest, and follow-up status. 3. Filter array — in-memory filter to retain only clients flagged for follow-up (&q...

I hold a Microsoft 365 Copilot Premium licence and want to replace as much of my daily busy-work as possible with Copilot agents and Power Automate flows that run against Outlook, Excel, OneDrive, Teams and our SharePoint Document Library (I do not have access to full SharePoint sites). Core areas I need covered The biggest pain point lies in email management, followed by tracker checks and routine reporting. For email specifically, the solution must handle: • Sorting and categorising incoming mail into logical folders or labels • Auto-responding to common queries with templated yet personalised replies • Setting follow-up reminders so nothing slips In addition, I need structured data pulled out of selected emails—think key dates, names or numbers&m...

My goal is to roll out a robust “Right Locks on SPO” implementation that hardens our SharePoint Online tenant while keeping everyday collaboration seamless. The top priority is airtight secure access controls, so the build must include: • Multi-factor authentication that defaults to SMS verification • Granular user-role assignment tied to Microsoft 365 groups and Azure AD With those foundations in place, I also need clean permission-management logic that respects existing site collections, libraries, and item-level rules, plus straightforward maintenance scripts or PowerShell cmdlets for future admins. Deliverables will be: 1. Well-documented source code and deployment guide (PowerShell/CSOM/PNP or equivalent) 2. Configured MFA flow (SMS) and role m...

designs, implements and supports Microsoft Dynamics 365 and Power Platform industry applications for organizations that need practical, secure and scalable business systems. Our solutions extend Microsoft Dynamics 365 Customer Engagement, Dataverse, Power Apps, Power Automate, Power BI, Microsoft 365, SharePoint and Azure to address industry-specific requirements across legal, education, disability services, risk management, utilities, mining, finance and related sectors. As our applications mature and continue to be published, certified, demonstrated, sold and supported through Microsoft Marketplace, we require a freelance Microsoft Certified Dynamics 365 CRM developer who can take ownership of product maintenance, issue resolution, managed solution packaging, release management

...the first phase of an email-workflow assistant for Precision Fixtures. Using Microsoft Graph with Azure Functions, Outlook, SharePoint, and the OpenAI API, I want a secure routine that watches new messages as they arrive, understands what each one is, and prepares the right next steps—while always leaving final approval in human hands. Here is how the assistant should behave: • Classification – Every incoming message must be sorted immediately into customer inquiry, order, or spam/junk. The logic can expand later, but these three buckets are essential for Phase 1. • Action on classified mail – For inquiries and orders, save any attachments into the correct SharePoint library and add a backlink to the saved file in the message metadata. Impor...

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.

1. Purpose I run a small business, and hire freelancers to carry work on regular basis. For this, I need SharePoint-based weekly timesheet system to allow them to record hours worked against dedicated projects each week and send for approval each week. See image how this should look like. The system shall be developed using SharePoint Lists, Power Apps, and Power Automate. Employees shall be able to enter weekly hours, submit the timesheet for approval, and receive approval status updates. The admin/management team shall be able to view total hours booked against each project. 2. Main Objectives The Timesheet App shall: Allow employees to record weekly working hours. Allow hours to be allocated against specific projects. Allow timesheets to be submitted for approval. Send a...

...Microsoft Excel / OneDrive / SharePoint. Users should not have to manually download Excel sheets and reupload them into the app. They should be able to connect their Excel files directly, and the app should be able to read selected spreadsheets from there. Fix and clean up the existing Rork app The app is already partially created, so I am not looking to start completely from scratch unless absolutely necessary. I need someone who can review the current app, fix what is broken, improve the existing features, and complete the missing parts. Skills needed: App development Experience fixing partially built apps Rork or no-code/AI-built app experience would be helpful Database experience AI data extraction Spreadsheet parsing Microsoft Excel / OneDrive / SharePoint integ...

...document collection, validation, and approval workflows Configure email notifications and escalation processes Integrate with SharePoint and OneDrive for centralized document storage Dashboard & Reporting Develop executive dashboards and operational reports Provide real-time visibility into onboarding status, compliance metrics, pending approvals, and aging activities Create user-specific dashboards for recruiters, operations, compliance teams, and management Microsoft 365 Integration Outlook Email Automation SharePoint Online OneDrive Power Automate Power Apps Power BI Dataverse (preferred) Preferred Skills Microsoft Power Platform Development Power Apps Power Automate SharePoint Online Power BI Workflow Automation Document Management Solutions Microsoft 365 Ad...

...Power Apps * Weekly timesheet entry screen similar to existing Excel format * Automatically show current week (Monday–Sunday) with week navigation * Display employee details * Project list view * Enter daily hours against each project * Calculate daily totals * Calculate weekly total hours * Show total hours used per project * Submit timesheet for approval * View/update saved timesheet entries SharePoint Lists Master Project List * Store all project details * Maintain project allocation * Track total consumed hours for each project Timesheet Logs * Store employee timesheet records * Employee details * Project * Work date * Hours entered * Week details * Approval status Power Automate Flows Weekly Timesheet Creation Flow * Automatically prepares weekly timesheet rec...

...path. Identity & Access with Entra ID • Enforce MFA everywhere and craft Conditional Access policies that balance security with user experience. • Rationalise user and group structure; automate memberships where possible. • Configure access reviews and deliver reporting that satisfies audit requirements. Data Protection • Roll out Microsoft Purview DLP policies for email, OneDrive and SharePoint, including test mode, tuning, and full production enforcement. • Surface incidents in Defender XDR and pipe logs to Microsoft Sentinel for ongoing monitoring. Acceptance criteria 1. All endpoints report compliant status in Intune and Defender. 2. Conditional Access blocks non-compliant or risky sign-ins while allowing approved scenarios. 3. ...

I need a quality management system built in SharePoint using lists and Power Automate. The primary process to implement is non-conformance and action tracking, document control and change management. Requirements: - Use SharePoint lists for data organization - Integrate Power Automate for workflow automation - Create a user-friendly interface for tracking non-conformances Ideal Skills: - Proficiency in SharePoint and Power Automate - Experience in quality management systems - Strong attention to detail and project delivery within a month Please include past work and relevant experience in your application.

...seeking a developer on an hourly-rate basis to assist with fine-tuning, troubleshooting, optimisation, and the implementation of new features as our requirements evolve. Requirements Strong experience with PowerApps Canvas Apps. Experience developing and maintaining Power Automate workflows. Ability to troubleshoot existing applications and identify improvements. Experience working with Dataverse, SharePoint, Excel, and SQL data sources. Understanding of user experience, data management, and business process automation. Ability to work collaboratively and provide practical recommendations. Scope of Support Typical tasks may include: Resolving bugs and performance issues. Refining user interfaces and user experience. Enhancing existing workflows and automations. Updating data i...

use microsoft power automate, power apps and sharepoint. Looking to create a simple employees access review app. 1. Create a Table where all Application details are stored. The column should have Application name , Admin Name, Owner name and so on There are multiple apps with their userlist and roles in excel files. 2. In an excel file, which will be uploaded on the app, there are users with their roles and permission, and other details. The app should pick up the email address or any specific attribute names and trigger to Manager for review. Manager will login to app, get 3 options, Approve , Partial Approve and reject. Once Approve is selected , it should be updated on the table, and for partial approval & reject it required a mandatory comment for it and will send the emai...

...and mockup deck • Build the refreshed site in WordPress using Divi 5 • Create a staged version for review before publishing • Build the main pages: Home, Services, Who We Serve, Why Inspect Solutions, Resources, About, Contact / Request Inspection, and Inspector Quick Start • Create dropdown navigation and service sections • Add or connect contact/request forms • Integrate Microsoft Forms or SharePoint links where needed • Make the site mobile responsive • Use approved logos, images, and redacted inspection photos • Keep the finished site editable in Divi so our team can update copy, images, and links after launch Please include the following in your proposal: • Estimated cost • Estimated timeline • Examples of similar W...

My custom SharePoint case-site is failing, likely due to a recent Microsoft 365 update. Issues: - Error messages when trying to use the site. - Specific problem with applying web template: BizAppsSiteTemplates AccSrvSolutionGallery. I need a freelancer to troubleshoot and repair the site provisioning template. Ideal Skills and Experience: - Expert in SharePoint and Microsoft 365. - Experience with legacy SharePoint templates and site provisioning. - Strong problem-solving skills to diagnose and fix template application errors.

...processing, customer support ticket handling, and employee onboarding—into simple, dependable flows. The finance team will rely on these automations every day, so accuracy and clear error handling are critical. Here’s what the engagement will involve: • Join me on-site for a couple of days to map the current steps. • Build and test each flow in Power Automate (cloud), integrating Outlook, SharePoint, Teams, and our existing Excel/Dynamics data stores where needed. • Provide a brief hand-over session so the finance staff can maintain or tweak the flows on their own. Acceptance criteria 1. All three flows complete end-to-end without manual intervention. 2. Any failures are routed to an exception mailbox with a timestamped log. 3. A conci...

We are looking ...capabilities: * Microsoft Dataverse * Model-driven Power Apps * Power Automate * Dynamics 365 / Power Platform production implementation * Relational data modeling * Security roles and environment management * Solution deployment * Documentation and handover * Ability to manage delivery without daily micromanagement Important: We are not looking for someone who only builds basic Canvas Apps or SharePoint List apps. We need someone who can take end-to-end delivery responsibility for a phased internal operating system. Please reply with: 1. Your proposed delivery approach 2. Suggested team structure 3. Similar end-to-end Power Platform / Dataverse projects 4. Estimated timeline and budget range for Phase 1 5. How you would manage scope, testing, documentation, an...

...mail and voice services with minimal disruption. • Migrate OneDrive and SharePoint – move all files, permissions, and metadata from the old tenant, set up modern site collections and a clear information architecture. • Copilot and full O365 setup – enable Copilot, fine-tune licensing, policies, and data boundaries so staff can start using AI features from day one. • Tenant-to-tenant migration – plan and execute the entire move, covering user identities, mailboxes, Teams channels, SharePoint sites, and OneDrive content. I’m looking for guidance through discovery, a detailed migration roadmap, hands-on execution, and post-go-live support. Please outline your approach, timeline, and any tooling you prefer (SharePoint Migrat...

I need automated flows set up on Power Automate to streamline tasks across Microsoft 365, specifically Outlook, SharePoint, and Teams. Key requirements: - Automate email notifications - Streamline document management processes - Enhance team collaboration activities Ideal skills and experience: - Proficiency in Power Automate - Experience with Microsoft 365 integration - Strong understanding of Outlook, SharePoint, and Teams functionalities Looking for someone who can design and implement efficient workflows to improve productivity.

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.

...built using a platform that: • Can integrate with Microsoft 365 • Can integrate with SharePoint • Can integrate with Outlook • Can integrate with Microsoft Forms • Can integrate with Power Automate • Can support future ChatGPT integration • Can support future customer portals • Can support future project tracking The freelancer must recommend the most suitable platform for long-term growth and automation. QUOTE SYSTEM Customers must be able to: • Upload plans • Upload photos • Upload PDF documents • Submit project details • Request quotations Future Integration Requirements The website should be designed so that future automation can be implemented including: • Automatic lead creation • SharePoi...

...portal built on SharePoint that facilitates seamless document sharing and collaboration among employees, minimizing any obstacles in the process. The build will reside within Microsoft 365 (SharePoint Online) and must integrate flawlessly with Teams and OneDrive. Essential focus • Develop a centralized home site that highlights essential document libraries, provides quick access links, and features a robust search function. • Establish organized platforms for document sharing and collaboration, ensuring proper permissions and version management are in place. • Set up metadata, views, and Power Automate flows to ensure files are readily accessible and that routine actions such as approvals and notifications are executed automatically. I am making a strategi...

I need a modern SharePoint-based intranet portal that lets employees share and collaborate on documents with as little friction as possible. The build will sit in Microsoft 365 (SharePoint Online) and should feel seamless alongside Teams and OneDrive. Core scope • Create a branded home site that surfaces key document libraries, quick links and search. • Set up structured document sharing and collaboration spaces with appropriate permissions and version control. • Configure metadata, views and Power Automate flows so files are easy to find and routine actions (approvals, notifications) run automatically. I am investing in SharePoint because I want staff to stop emailing attachments and instead work from a single source of truth. Down the road we m...

I need automated flows set up on Power Automate to streamline tasks across Microsoft 365, specifically Outlook, SharePoint, and Teams. Key requirements: - Automate email notifications - Streamline document management processes - Enhance team collaboration activities Ideal skills and experience: - Proficiency in Power Automate - Experience with Microsoft 365 integration - Strong understanding of Outlook, SharePoint, and Teams functionalities Looking for someone who can design and implement efficient workflows to improve productivity.

I need a SharePoint site created to enhance team collaboration. The primary feature required is task management. Successful freelancers should provide detailed project proposals. Ideal Skills and Experience: - Proficiency in SharePoint - Experience in setting up task management systems - Strong understanding of team collaboration needs Please include relevant past work and experience in your proposals.

...workflows, stage-gate reviews, reporting cadences, tool configurations, and KPI definitions. While our wider environment touches cloud platforms and database teams, your focus remains squarely on the procedures, templates, and standards that keep projects moving from idea through closeout. Collaboration & workflow • We will kick off with a short briefing and share folders in Confluence and SharePoint. • Expect asynchronous comments in Word/Google Docs plus weekly check-ins to keep momentum. • Style guide, branding assets, and sample artefacts are already prepared. Deliverables 1. Cohesive PMO Technical Guide (structured in chapters, fully copy-edited). 2. Source files with applied styles, tables, and graphics formatted for responsive viewing. 3. C...

I keep one master workbook in Excel Online where every region’s sales lives on its own tab. I need a clean way to publish that file to a shared OneDrive/SharePoint location while guaranteeing that each tab is only visible to the email addresses I approve for that region. Key points to solve: • Platform is Excel Online, so whatever you build—Power Automate flow, Office Scripts, VBA-free splitting routine, or another cloud-friendly method—must work natively there. • Authorized users may be added two ways: I might type them in one-by-one for small changes or bulk-import a list (CSV/Excel) when many regions update. Please include both options. • I want to maintain the master once; regional viewers should never see other regions’ data yet a...

...information into SharePoint libraries and lists every day for filing, approvals and reporting. Here’s what I need from you: • Map out the touch-points where Xero data should automatically create, update or archive items in SharePoint. • Build and test the corresponding Power Automate flows, making sure they run reliably in a standard Business-Premium tenant. • Handle authentication securely (service principal / Azure AD app or other best-practice method) so the connection can survive password changes. • Provide concise hand-over notes: trigger logic, variables used, and screenshots of each action so I can maintain the solution. Acceptance criteria – A change to a contact, invoice or bill in Xero creates or updates the matchi...

...Dashboard showing available labour hours by week • Dashboard showing labour shortages by week • Ability to identify future capacity that can be sold to customers • Ability to move project dates and instantly see impact on capacity Ease of Use • Locked formulas and protected worksheets • User enters data only into designated fields • Minimal training required • Cloud-based via Microsoft 365 / SharePoint / Excel Online preferred • Suitable for users with limited Excel knowledge Deliverables • Completed planning tool • User guide • Handover session via Teams • Future modification support if required (please allow for this in your quote) User-Interface (UI) Protection: Preventing team members from typing typos (e.g., forci...

...The e-commerce dataset is already in Excel and includes order date, product name, category, units, revenue and profit, so you can focus on modelling and clear visual storytelling rather than heavy data cleaning. Please build the necessary DAX measures for total sales, units sold and profit, keep the layout minimalist, and rely only on native Power BI visuals so the report stays lightweight for SharePoint embedding. Deliverables • A single-page .pbix file that contains: – Ranked bar chart of top-selling products – Time-period slicer controlling the chart • Brief hand-off notes describing the data model, measures and any custom DAX Acceptance criteria – Selecting any time period instantly reorders the bar chart – Tooltips reveal s...

...Automate, • SharePoint (Document Libraries and Lists), • Xero (for invoicing), • and Power BI (for reporting). Some workflows are already partially implemented. The objective is to complete, optimise, and standardise automation across course management, invoicing, and reporting processes. ________________________________________ 2. Objectives The successful freelancer will: • Design and implement automation workflows across multiple business areas, • Integrate SharePoint, email notifications, and Xero, • Ensure all workflows are scalable, auditable, and reliable, • Minimise manual data entry and duplication across systems, ________________________________________ 3. Scope of Work 3.1 Invoicing Workflow (Instructor Payments) When a trainer...