Sharepointmunkák

Budapesti kisvállalkozásként egy AppSheet-...AppSheetben; most az a feladat, hogy - el kell dönteni, hogy a jelenlegi appsheet + o365 rendszerünket fejlesszük tovább, vagy álljunk át teljesen O365 + power apps rendszerre - ha appsheet marad, akkor át kellene migrálni sql adatbázisba, első körben erre kellene nekünk árajánlat - ha power apps, akkor újra kell építeni a mostani rendszerünket Az AppSheet szerkesztő, Office 365 (Excel Online, SharePoint, Teams), esetleg Power Automate ismerete elengedhetetlen; klasszikus kódolásra nincs szükség, a cél a tiszta no-code/low-code megközelítés. Egyszeri pro...

Az elképzelés: Egy modul, vagy plug-in, ami a kliens és Sharepoint szerver oldal közötti adatforgalmat tömöríti egy algoritmussal, így kevesebb sávszélességet igényelve. A magja a programnak C++, ami aztán egy C#/.NET alkalmazásba van bújtatva(az első sebesség, az utóbbi pedig komponensek közötti kompatibilitás miatt). Tehát a modul/plug-in, beáll a küldött adat elé, tömöríti azt, majd másik oldalon kicsomagolja. A projekt befejezettnek tekintett egy bug-mentes kezdeti verziónál, ami átmegy egy terheléses teszten

...dokumentumokat és a havi teljesítési igazolások kezelését egyszerűen, automatizáltan és átláthatóan támogatja. Elvárások • Microsoft PowerApps / Power Platform alapú megoldás, amely illeszkedik a meglévő Microsoft 365 környezethez és vállalati belépéssel használható. • Elsősorban mobilra optimalizált, de asztali használatot is támogató, gyors és logikus felület. • Megbízható adattárolás, lehetőleg SharePoint-listákban vagy más jól skálázható Microsoftos adatstruktúrában, nem...

...using a Microsoft 365 Premium personal subscription that lets me create six additional sub-accounts. I want every one of those seats converted into work-project logins dedicated purely to document sharing and storage, and I’d like everything structured by department. Here’s what I need from you: • Create and activate up to six sub-accounts inside my existing tenant. • Configure OneDrive / SharePoint so each department (e.g., Marketing, Sales, Operations) has its own clearly labelled library with the right permissions. • Set default folders and simple naming conventions so files are easy to find and backed up automatically. • (Optional but useful) Spin up matching Teams channels so that each department’s documents stay in sync with cha...

...lots • Farms and development land • Businesses for sale (including fuel stations) We are looking for an experienced Microsoft 365 developer or automation specialist to build a centralised listing management system using Microsoft Lists, SharePoint, Power Automate, and Excel or Power BI dashboards. The goal is to create a central database where multiple agents can add and update listings, while management can see all listings in one master system. System Overview The system should work as follows: Agents enter listings ↓ Microsoft Lists database ↓ SharePoint storage ↓ Automatic Master Listing database ↓ Excel or Power BI dashboard This system will function as a simple internal CRM for listing management. System Components Required The s...

SharePoint Site Setup & Organization for Youth Non-Profit (First Tee) Project Description: We are a local chapter of First Tee, a youth development organization. We need a freelancer to help us build and organize a SharePoint Online site. Our goal is to move away from shared drives and email attachments to a centralized digital hub for our small team of board, staff, coaches, and key volunteers. We need someone who can set up the structure and permissions correctly from day one. We are not looking for heavy custom coding; we need a clean, user-friendly site that our non-technical team can actually use. Scope of Work / Key Deliverables: 1. Site Setup & Architecture: · Create a modern Team Site (or Communication Site) in SharePoint Online. &middo...

Key Responsibilities: • Provide day-to-day onsite IT support for Desktops/Laptop, and peripherals. • Troubleshoot OS-related (Windows 10/11) and basic networking. • Handle software installation, configuration, patching, and updates. • Provide first-level support for MS Office 365 (Outlook, Teams, SharePoint Online). • Support users with Active Directory (AD) activities. • Diagnose HW problems and escalate to vendor. • Basic support for mobile devices, VC/AV equipment, and network port activation (I/O to end-point). • Coordinate with remote teams or OEMs for specialized support cases. This is onsite role for Hyderabad ________________________________________ Technical Skills Required: • Experience in Windows 10/11, desktop/laptop hardware...

I'm seeking a mid-level SharePoint (SPFx) developer to extend, enhance, and maintain an existing SPFx codebase. Key Tasks: - Improve user interface to support multiple languages. - Add new web parts, specifically custom forms and updates to existing web parts. Ideal Skills and Experience: - Proficiency in SharePoint Framework (SPFx). - Experience with UI/UX design and multilingual support. - Ability to create and modify custom forms and web parts. - Implement new features and enhancements using TypeScript and React. - Use GitHub Copilot to accelerate development while maintaining code quality and consistency. - Integrate solutions with SharePoint REST APIs and Microsoft Graph. Looking for someone who can efficiently deliver high-quality enhancements and maint...

...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) connected via event references. All functional requirements, KPIs, work...

We are looking for an experienced IT Systems Administrator who specializes in: Microsoft Intune (endpoint security, device compliance, configuration profiles) Microsoft 365 administration (Exchange Online, Teams, SharePoint, OneDrive, Entra ID / Azure AD) Windows device onboarding, security baselines, BitLocker, Defender, and software deployment Scope of work includes: Setting up and enforcing endpoint security and compliance policies for laptops Creating and managing Intune configuration profiles and app deployments Hardening devices with Defender, BitLocker, and other M365 security tools Supporting user onboarding, access control, and general M365 administration Providing documentation for setup and ongoing maintenance Requirements: Proven experience with Intune and Mic...

...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,...

Create a CRM from sharepoint and power apps

...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 365. Trabajo con licencias estándar de Office 365, por lo que la implementación debe mantenerse dentro del ecosistema (Power Automate, SharePoint/Excel Online, Outlook, Teams). Entregables esperados: 1. Flujos de Power Automate completos y probados. 2. Archivo o lista donde se almacenen los tickets con sus columnas clave. 3. Documentación paso a paso para futuras modificaciones. 4. Sesión breve de traspaso y validación final. Busco una implementaci&oacut...

...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 central SharePoint list or Dataverse table. Key requirements – Responsive screens so both frontline staff and executives can use it comfortably on desktop, tablet or mobile. – Role-based security: employees see only their own submissions, managers see everything within their team. – Time-stamped audit trail for every action, searchable and ...

...proof-of-concept that automatically extracts Documents from an Azure Blob container, captures their accompanying metadata, and lands both in a SharePoint Online document library. Only files classed as “Documents” (e.g., PDF, DOCX, XLSX) are in scope—no images or videos. The PoC must demonstrate that file contents arrive intact, their metadata is mapped to the correct SharePoint columns, and the process can be triggered on demand or on a simple schedule. You are free to choose the most suitable approach—Azure Data Factory, Logic Apps, Power Automate, an Azure Function, or a lightweight script in C# or Python using the Azure SDK and Microsoft Graph/SharePoint REST API are all acceptable. The key is clarity and repeatability; hard-coded secrets...

...looking for a dependable partner who can step in as our day-to-day IT resource, keeping both environments running smoothly while I focus on the business itself. Most of the work is remote and ongoing. Typical tasks include adding or removing users, managing licences, tightening security policies, monitoring storage limits, resolving sync or mail-flow problems, and fine-tuning Teams, OneDrive, SharePoint, and Exchange whenever needed. On the voice side, I’ll call on you for new handset or softphone rollouts, call-flow changes, SIP or trunk tweaks, quality-of-service checks, and the occasional deep dive when call quality drops. I value quick response times, clear communication, and proactive recommendations—if you see a way to streamline costs or prevent downtime,...

I need an expert to improve our SharePoint system. The goal is to centralize document storage, create client pages, and set up our entire intranet. Requirements: - Comprehensive SharePoint setup - Migration of existing documents - User-friendly client pages - Integration to eliminate other software systems Ideal skills: - Extensive SharePoint experience - Strong project management - Excellent organizational skills Please include past work, relevant experience, and a detailed project proposal. I need this done ASAP.

I need a Power Automate cloud flow that keeps content in sync between specific SharePoint Online sites the moment a change happens. The objective is simple: whenever an item or document is created, updated, or deleted in the source list or library, the same action must instantly reflect in its counterpart on the destination site without noticeable delay.

...Power Apps solution that replaces our current manual steps with a smooth, fully automated workflow. The focus is end-to-end process automation—from the user interface right through to the background logic and any Power Automate flows that tie it all together. You will design and build the app, connect it to the appropriate data sources in our Microsoft 365 environment (I can grant access to SharePoint, SQL, or even simple Excel files—whichever proves most efficient), and make sure every action completes without human intervention unless an approval step is intentionally inserted. Please structure the app so non-technical staff can maintain basic configurations afterwards, and include a short hand-off video or document that walks through the key screens, flows, a...

Our SharePoint-based intranet has outgrown its original structure and it now shows—menus send people in circles, documents go missing in the depths of old libraries, and content standards drift from one page to the next. I need an experienced SharePoint / Microsoft 365 developer who can spend time on-site in North Sydney, audit everything we have, and then transform the platform into something that is fast, logical and genuinely helpful for field and office staff alike. Phase 1 – Health Check & Refinement You will map the current architecture, flag duplication, repair broken links, standardise page layouts, and tighten permissions where required. The brief centres on navigation: a simplified menu that actually points people in the right direction and a sear...

...last gigabytes on each device. I’d like you to review the sync configuration for both platforms at the same time, ensure only the essential folders stay local, and confirm that SharePoint libraries linked through OneDrive are also syncing properly (they have been falling out of date). Deliverables I need from you: • A leaner, crash-free Outlook profile on both computers, with a clear outline of what was archived, what was deleted, and how the data file size improved. • Updated Google Drive and OneDrive settings that reclaim meaningful disk space yet keep my critical files instantly available. • Verified SharePoint sync so the same versions appear on desktop, laptop, and the web. • A short, plain-English report of the steps you took and any ...

...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 this to be built entirely with native 365 tools—Power Automate, Power Query, Office Scripts, or any combination you recommend—so that we avoid extra licences and keep maintenance straightforward. The hand-over needs to include clear documentation or an on-screen guide so any future admin can adjust data connections or template fields ...

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:...

The task centres on moving content that currently lives in Azure Blob Storage into two destinations—SharePoint Online and a third-party cloud repository that we will finalise together. The source consists of mixed-format files: Word documents, images, CSVs and a few other common types. I need a lightweight yet robust ETL solution that can: • automatically detect new or updated blobs, • perform any required transformations (basic metadata enrichment, naming conventions, optional compression where helpful), and • deliver the output to the target platforms with solid error handling and retry logic. An Azure-native approach—Azure Data Factory, Logic Apps, Functions, or a combination—will fit best, but I’m open to other suggestions so lo...

I need help integrating our initial assessment and follow-up forms, currently on Microsoft Forms, with SharePoint. The goal is to automate workflows, convert form responses into PDFs, and email those PDFs to the respective therapists. Key Requirements: - Sync Microsoft Forms with SharePoint - Convert form responses to PDFs - Set up automated workflows in SharePoint - Email PDFs to therapists Ideal Skills and Experience: - Proficiency in Microsoft Forms and SharePoint - Experience with automated workflows - Strong organizational and communication skills

...generate PDF reports from an existing Power BI dashboard without any manual clicks. The dashboard mixes charts, tables and maps, and the PDFs must always reflect the latest slicer settings for our Category filters and user-specific data. Here is the flow I have in mind: 1. A Power Automate cloud flow (or hybrid flow if you prefer) receives the desired slicer values—either from another system, a SharePoint list, or hard-coded test data while you build. 2. The flow calls the Power BI REST API (or, if you think it’s cleaner, an Azure Automation runbook driven by PowerShell cmdlets) to apply those slicer values dynamically. 3. Once the filters are in place, the same flow triggers an Export-To-File request and waits until the PDF is ready. 4. The resulting file,...

...the same companies). The solution must support: Multi-user data entry (several people entering data) Activity planning and tracking Status management per phase and per assigned person Deadline/overdue tracking (SLA logic) Order value management Automatic revenue allocation by project phases Periodicity/recurring service tracking (next due date) Dashboard reporting Compatibility with SharePoint/OneDrive + Excel Online + Excel mobile app Power BI ready structure (clean relational tables) No VBA Technical Structure (Excel Tables – Ctrl+T, no merged cells) 1) tblNarocila (Orders – header) Columns: Narocilo_ID Podjetje Datum_narocila Storitev Planirana_vrednost Realizirana_vrednost Status_narocila (auto-calculated from phase statuses) Created_by Crea...

Task Instructions for Freelancer (JPG to Grouped PDFs) Objective: I will send you a download link to a folder containing many subfolders with hundreds of JPG files. Your task is to group the images into documents based on the file names, then generate correctly merged PDF files. 1. Download the Files I will provide a download link (OneDrive, SharePoint, Google Drive, etc.). Download the entire folder. Do not change the folder structure. 2. Preserve the Folder Structure Each subfolder contains several JPG files. Do not move files between folders and do not rename the JPG files. 3. Group the JPG Files Based on Filename Each document consists of multiple JPG pages. Grouping rule: Files belong to the same document if they share the same prefix before the last underscore. Example: S...

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RFP: Build a Fundraising Ope...building fundraising/IR ops, PMO playbooks, or sales/BD pipeline operating models • Strong Excel/Sheets modelling and operational documentation skills • Ability to convert ambiguous inputs into crisp, implementable workflows - Nice to Have: • Venture/PE fundraising familiarity (data room processes, investor funnel, diligence workflows) • Experience shipping lightweight internal portals in Notion/SharePoint/Google Sites - To Apply (Required): Please include: 1. 2–3 relevant examples (redacted OK): playbooks, SOPs, operating models, or workbooks you built 2. Your proposed approach (phases + key activities) and estimated effort 3. Preferred tooling for the portal MVP and why 4. Confirmation you can deliver a prototype/PoC wi...

I need a SharePoint-based intranet that excels at document management, specifically for our internal policies and procedures. The goal is to create a central, secure space where staff can quickly locate the latest approved version of any policy, track its revision history, and, when authorised, submit updates through a simple approval workflow. Key elements I expect you to configure include: • A clean site architecture with intuitive navigation to the policy libraries • Metadata fields and content types so policies can be filtered by department, owner, issue date and review cycle • Version control and check-in/out enabled by default • Granular permissions that let HR and Legal manage documents while the wider team remains read-only • An automated re...

...directorio corporativo. Generación de documentos Word desde plantilla corporativa (.dotx) guardados en SharePoint. Contexto técnico: Agente orquestador en Copilot Studio con subagentes y flujos de Power Automate. Conectores de Graph API, Outlook, Teams, Planner y SharePoint. Se prioriza funcionalidad sobre arquitectura: simplificar la orquestación es bienvenido si mejora la estabilidad. Condiciones: 4 días hábiles, 100% remoto, reporte diario. Entregable: Sistema funcional con evidencia real (capturas/video) y documentación de cambios. Requisitos: Experiencia demostrable con Copilot Studio y Power Automate avanzado. Conocimiento práctico de Microsoft Graph API. Experiencia con SharePoint Online / OneDrive. Capacid...

I need a clear, step-by-step set of instructions that shows me how to turn my existing SharePoint site into a reusable template focused on document management. The current site already runs on a custom theme, and keeping the same colour scheme and our logo/branding intact is non-negotiable—the last time I tried, the theme broke during packaging, so I want the guide to anticipate and solve those pitfalls. The finished template must open with a single, ready-to-use “General Documents” library so new sites spin up with that folder structure already in place. Everything else can stay vanilla; no other departments or project folders are required. Your guide should: • Walk through every click from saving the template, exporting it, and re-applying it—includ...

Task Instructions for Freelancer (JPG to Grouped PDFs) Objective: I will send you a download link to a folder containing many subfolders with hundreds of JPG files. Your task is to group the images into documents based on the file names, then generate correctly merged PDF files. 1. Download the Files I will provide a download link (OneDrive, SharePoint, Google Drive, etc.). Download the entire folder. Do not change the folder structure. 2. Preserve the Folder Structure Each subfolder contains several JPG files. Do not move files between folders and do not rename the JPG files. 3. Group the JPG Files Based on Filename Each document consists of multiple JPG pages. Grouping rule: Files belong to the same document if they share the same prefix before the last underscore. Example: S...

...langfristig betreiben. Das erste Schwerpunkt-Thema ist die Admin-Ebene: Rollen- und Berechtigungskonzepte, Richtlinien, Mandanten-Einstellungen und ein prüfbares Backup-Szenario. Parallel dazu sollen alle Maßnahmen die geltenden Datenschutz-Anforderungen erfüllen. Sobald das Fundament steht, geht es an folgende Ausbaustufen: • Teams – Governance, Namenskonventionen, Gastzugänge und Lifecycles • SharePoint – strukturierte Team- und Kommunikationssites, Berechtigungsmatrix, Metadaten • Firmen-App (Power Apps) – erste funktionsfähige Version zur internen Kommunikation • Meta / WhatsApp API – stabile Anbindung für Kundenservice-Prozesse Damit ich einschätzen kann, ob wir zueinander passen, teile...

Microsoft 365 Operations Workflow Consultant (SharePoint + Teams + Excel + Power Automate) Description: I run a smalllogistics company and I’m looking for an expert who can design a simple, reliable operational control system inside Microsoft 365 using the tools we already have available example (Teams, SharePoint, Outlook, OneDrive, Excel, Planner). I am NOT looking for a custom built application or heavy development. I want something clean, lightweight and easy for my team to use. The goals: • One place where I can see what’s going on in the business • Clear task ownership (who is doing what) • A simple structure to track new jobs, tasks, calls, shared inbox items, documents, vehicle maintenance, timesheets , taffiff spreadsheets, quote spreads...

I’m ready to tighten up my daily routine by turning several manual steps into dependable, self-running flows—and I want to learn how it all works as we build it. The focus is on three pillars: • SharePoint workflows – primarily document management and notification alerts so files move, rename, and notify the right people automatically. • Microsoft Lists – creating and tweaking custom forms, adding automated notifications, and refining related SharePoint site pages. • Word templates – setting up flows that pre-fill key fields and save the finished documents back to SharePoint. Instead of a hand-off, I’d like collaborative Microsoft Teams sessions where I share my screen, explain each step, and let me try parts mys...

...pagination, idempotency basics -- AI Voice Agent Builds: Super reliable and complex agents that can handle real-world calls, scenarios and tools. Experience with Retell AI, VAPI, Bland or similar AI voice agent platforms. -- AI / LLM APIs: OpenAI / Claude / Gemini via Make for conversational + classification workflows Nice to Have -- Clio Manage / Grow, RingCentral -- M365 automations (OneDrive, SharePoint, Outlook, simple PowerAutomate) What You’ll Build -- Complex GHL intake workflows without infinite webhook loops -- sync flows between GHL, Clio Manage, and Smartsheet -- Telephony routing and logic for Retell AI + RingCentral -- A reusable GHL Snapshot of the entire build -- Monitoring & hyper-care during go-live to catch and fix bugs quickly How We W...

Szukam freelancera do stworzenia dedykowanego CRM w Microsoft 365 w małej firmie usługowej. Zakres zlecenia (Twoje zadanie): Zbudowanie aplikacji Power Apps (Canvas) i list/Dataverse/SharePoint Konfiguracja Power Automate wg workflow (w tym walidacja zgód i przypomnienia). Integracje z Outlook/Teams/SharePoint zgodnie ze specyfikacją. Publikacja MVP + wsparcie UAT i poprawki drobne. CRM ma być zaprojektowany tak, aby współpracował z Microsoft Copilot w Outlook, Teams i całym Microsoft 365. Oczekuję, że dane (klienci, telefony, wizyty, zadania, oferty, zgody) będą przechowywane w sposób umożliwiający ich odczyt i przetwarzanie przez Copilota, w tym generowanie podsumowań, ofert, follow‑upów i odpowiedzi. Oczekiwania dot. wyceny i harmonogramu: ...

...Internal audit programme, execution of the first audit, and a clear corrective-action plan • Final readiness review so we enter the external certification audit confident and compliant Acceptance criteria: each document must be version-controlled, traceable to the relevant clause, and ready for immediate presentation to the registrar. If you use tools such as ISO 9001 document control software, SharePoint, or similar platforms, please mention that in your proposal. I’m keen to get started as soon as we agree on a timeline and milestones. Let me know your approach and examples of successful initial certifications you have recently managed for service companies....

I'm looking for an experienced Power Apps developer to help automate several workflows. The app needs to integrate with Microsoft SharePoint and Outlook. The primary focus of this app will be to streamline workflow automation, specifically targeting: - Approval processes - Task assignments - Document management Ideal skills and experience include: - Proficiency in Microsoft Power Apps - Experience integrating Power Apps with SharePoint and Outlook - Strong understanding of workflow automation - Experience in developing user-friendly interfaces Please provide examples of similar projects you've completed.

...in a SharePoint Online list that you will create and structure for easy reporting in Power BI. Role-based access is essential. Line operators can add and edit only their own entries, supervisors can review and correct all data for their area, and managers get read-only visibility across the plant. I already have Azure AD groups that can be referenced for the permission model if that helps. Because the figures will feed several existing Power BI reports, keep the SharePoint columns consistent, use proper data types, and include created / modified metadata. A quick Power Automate flow that triggers an automatic dataset refresh in Power BI after each submission would be a plus. Deliverables • Fully functional Power Apps canvas app (source file and published ve...

The project aims to design and implement a comprehensive, model-driven Computer Aided Facility Management (CAFM) system based on Microsoft 365. The solution establishes a unified conceptual data model as the digital backbone, connecting buildings, spaces, assets, documents, contracts, tickets, and operational FM processes within one integrated platform. By orchestrating SharePoint Online, Power Apps, Power Automate, Power BI, and related Microsoft 365 services, the system will provide modular functionality for space management, maintenance, asset management, booking, energy monitoring, workplace management, and further facility-related processes. The platform is designed to be scalable, multi-tenant capable, role-based, and certification-ready according to GEFMA 444, ensuri...

...and state regulations for tech firms, as well as generally accepted auditing standards (GAAS) and U.S. GAAP. Key points • Audit type: Compliance audit, limited to the current fiscal year • Industry: Technology (software-as-a-service, cloud hosting) • Records: General ledger in QuickBooks Online, sub-ledgers in NetSuite, SOC 2 reports, and supporting source documents are ready in a secure SharePoint drive. • Access: Remote access to documentation and a dedicated point of contact from finance and engineering will be provided. Deliverables 1. Signed auditor’s report expressing your opinion on our compliance status 2. Management letter outlining any control weaknesses and recommended remediation steps 3. Work-paper package (editable) suppor...

I need a suite of Microsoft Power Automate cloud flows that streamline three recurring jobs in Dynamics 365—data entry, report generation, and workflow approvals—across the Sales, Customer Service, and Finance modules. Each flow has to pull and push information reliably between Dynamics, our internal SQL databases, selected third-party apps via their APIs, and several Excel sheets stored in SharePoint. Here is how I picture the end result: • Data entry flow: watches for new records in the Excel intake sheet, validates content against our internal database, then creates or updates the matching entity in the relevant Dynamics module. • Report flow: on a schedule, aggregates data from Dynamics and the external apps, compiles a summary in Excel, and emails a PD...

...production-ready Logic App–based reporting workflow (fixed scope for the first report, with potential for more work later). ​ The first milestone is to design and implement one Sentinel report that: ​ Runs on a schedule (daily/weekly/monthly as needed) Executes KQL queries against Sentinel/Log Analytics Normalizes and formats the results into a clean Excel/CSV output Stores the report in SharePoint/OneDrive or similar storage Sends the report automatically by email to defined recipients Requirements: ​ Strong hands-on experience with Microsoft Sentinel analytics, KQL queries, and workspaces Proven experience using Azure Logic Apps for automation and reporting Ability to handle larger datasets, dynamic schemas, and robust error handling/retries Clear communication...

...use Azure Form Recognizer, GPT-based models, or a custom AI Builder model—whichever is quickest to train and easy for me to maintain. • Data hand-off Parsed data goes to a connected business system: our CPQ platform. The CPQ exposes REST endpoints; you will push the JSON payload directly so a quote can auto-generate. In parallel, store a copy of the raw email plus the structured JSON in SharePoint or Dataverse—whichever you prefer—so we have an audit trail. • Error handling If extraction confidence drops below an agreed threshold or a message cannot be classified, route it to an “Exceptions” mailbox folder and send me an adaptive-card alert in Teams for manual review. Deliverables: 1. The full Power Automate cloud flow, exportab...

I need a seasoned SharePoint specialist to move a large (>1 TB) collection of content from one SharePoint Online tenant to another. The job covers planning, execution, and post-migration validation. Scope • Assess both source and destination tenants, flagging any throttling or permission issues in advance. • Design a migration approach that minimises downtime and preserves metadata, version history, and sharing links. • Execute the transfer—PowerShell, ShareGate, or comparable tools are fine so long as they meet Microsoft best-practice guidelines. • Provide clear progress reporting during the copy phase and a roll-back strategy in case of unexpected errors. • Perform post-migration checks: item counts, search indexing, and user access. Deli...

...2021 to 2023.” • “Which brand outsold Brand Y in March 2024?” • “Give me the monthly totals for Brand Z in 2022.” Users will interact through a simple text box; no voice or drop-down menus are required. As the admin I only want to drag-and-drop the new spreadsheets into a secure backend folder; the agent should pick them up automatically without any code changes. We run Microsoft 365, but SharePoint access for GPT is restricted in GPT agent. I have uploaded the SIAM files for sample as well. Key expectations – Automatic ingestion and indexing of every new monthly file. This will be like, as soon as latest month data is released, i will upload it somewhere. – Natural-language querying that returns precise numeric answe...

I’m preparing to roll out a new SharePoint environment that will serve two purposes at once: solid document management and a simple but engaging intranet. I already have Microsoft 365 in place; what I’m missing is a well-planned site architecture and the actual configuration work. Document Management Right now there is no clear library or metadata structure. I want guidance on how to design the hierarchy and then have you build it so that storing, finding, and maintaining files is effortless. Version history, sensible permission levels, and straightforward approval flows should be baked in from day one. Intranet Features I need three core pages (or web parts) up and running: • News & Announcements – easy for our comms team to post updates • Employ...