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Hi I will share the details with the shortlisted candidates. Thanks
See attached project overview: Microsoft Dynamics 365 Field Service Automation: Generate Completed Work Order PDF, Email Customer, Compress Photos, and Send Google Review Request
I want to streamline the way we handle data entry and ongoing data management within Embark Insurance Brokers Pvt Ltd by introducing a robust robotic process automation (RPA) solution. Right now, large volumes of policy information reach us in mixed formats, and too much of our team’s time is spent on repetitive copy-paste, validation, and database updates. Your mandate is to analyse these operational processes, design an automated workflow, and deploy an RPA bot that performs the data capture, cleansing, and upload steps with minimal human intervention. If you prefer UiPath, Power Automate, Blue Prism, or another enterprise-grade toolset, let me know—what matters most is accuracy, auditability, and ease of maintenance for our in-house IT staff. Key deliverables • Pr...
We have Dynamics 365 Customer Engagement instance and need a developer who can step in to extend and streamline what we already have. You’ll be working on three main fronts: • Management – I’m specifically looking for help with data-centric administration. That includes migrating legacy records into CE, cleaning what’s already there, and wiring up ongoing data integrations so our information stays consistent. On the reporting side, I want polished, role-based dashboards that surface KPIs without the usual noise. • Modeling – Custom tables, relationships, forms, and views all need refinement. Expect to shape the underlying data model so future features can be added without re-work. If you’re comfortable with solution layering and ALM best pra...
I need an experienced hand to turn my paper-based business process into a streamlined digital flow using Microsoft Power Apps and Power Automate. The goal is simple: remove manual data entry, pull information from several sources, and keep everything synced in real time. Here’s what I have in mind • A user-friendly Power App (tablet and web) that captures our operational data and writes it to the right data store—most likely SharePoint lists or a SQL table, but I’m open to your recommendation. • One or more Power Automate flows that collect and integrate that data, move it between systems, and handle any branching logic we need. These flows should run automatically, with clear error handling and logs so we can track issues without digging through the portal...
I need an automation solution to streamline several tasks involving data extraction, document generation, and data transfer. Requirements: - Extract Quantities, Prices, and Descriptions from an MS Spreadsheet BOQ. - Populate Cost Breakdown Sheets with the extracted data. - Generate Word documents: Work Order Forms and Installation Guides. - Transfer all relevant data to GoldVision CRM and MS Business Central. - Save all files in a newly created SharePoint folder. Ideal Skills: - Proficiency in MS Excel and Word. - Experience with automation tools (e.g., Power Automate, Zapier). - Familiarity with GoldVision CRM and MS Business Central. - Strong organizational skills for managing file storage in SharePoint. Looking for someone with proven experience in similar automation tasks. Please p...
I need a complete Microsoft Power Platform build that lets two separate companies work against the same Dataverse tables without stepping on each other’s toes. Company A, the software owner, will work through a Power Apps Canvas App. The app must handle smooth data entry, at-a-glance visualisation of key metrics, and ready-to-export reporting tools. Company B will come in through a branded Power Pages site with up to 50 named users. Their scope is lighter: they must be able to add new records and view existing ones, but not generate reports. The site should respect Dataverse security roles so each user only sees what they are meant to. Because both front ends touch the same data, I also need a set of Power Automate flows to keep everything perfectly in sync—think creat...
We need an experienced SharePoint expert to build an advanced, reusable set of rules that can streamline how our team collects, classifies, and preserves legal evidence. The goal is to ensure that all records received in any form—such as uploaded files, emails, and scanned court documents—are automatically moved to the correct library, receive appropriate metadata, and have the correct permissions and retention settings applied, all without manual intervention. The key points I am already aware of are as follows: • Rule-based routing that operates based on metadata or content types • Automatic versioning and locking of evidence to prevent accidental overwriting or deletion • Searchable, tamper-proof audit logs What we will provide is: • SharePoint tena...
I need a Power Apps canvas app that lets our team search Service Level Agreement (SLA) records stored in a SharePoint list. The app’s sole purpose is SLA data search, so no extra dashboards or automation are required. Here’s the flow I have in mind: a search screen where users can type or select key SLA fields (for example title, customer name, reference number or date ranges), press Search, and instantly see matching list items. From the results they should be able to open a detail view that shows every column in a clean, phone-friendly layout. The SharePoint list is already live in Microsoft 365, so you can connect directly to it with standard Power Apps connectors. Performance matters; delegation-friendly queries and sensible filtering are important so the search works eve...
I need a seasoned Power Automate Cloud developer who can jump on a live session with me right now, work directly on my laptop, and wrap everything up inside two hours. Power Automate is already installed and running; what’s missing is rock-solid error handling in an existing flow. The job: identify the weak points, build in proper try/catch-style controls, surface clear failure messages, and prove the fix with a quick end-to-end test before we sign off. I’ll stay online the whole time to provide access, answer questions, and approve changes on the spot. Deliverables (must be completed within the session): • Updated flow saved in my tenant with comprehensive error handling • Brief inline comments or notes explaining the logic you added • Successful live ru...
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, ensuring long...
Project Brief — Power BI PSU Patching Dashboard What I Have Excel workbook with 8 pre-built sheets already uploaded to MS Teams SharePoint 3 technology data sheets: Oracle Patching, PostgreSQL Patching, YugabyteDB Patching 1 combined sheet: Master Footprint (all technologies in one flat table) Issues Log, Summary Stats, DAX Measures reference, Setup Guide sheets Data Source & Refresh Data lives in SharePoint-hosted Excel file (MS Teams) Dashboard must auto-refresh every 30 minutes using Power Automate or scheduled refresh DBAs update their individual sheets → dashboard updates automatically — no manual intervention Dashboard Pages Required Page 1 — Overall Summary (all technologies at one glance) 6 KPI Cards: Total Footprint, Completed , Scheduled , Pendi...
Project Brief — Power BI PSU Patching Dashboard What I Have Excel workbook with 8 pre-built sheets already uploaded to MS Teams SharePoint 3 technology data sheets: Oracle Patching, PostgreSQL Patching, YugabyteDB Patching 1 combined sheet: Master Footprint (all technologies in one flat table) Issues Log, Summary Stats, DAX Measures reference, Setup Guide sheets Data Source & Refresh Data lives in SharePoint-hosted Excel file (MS Teams) Dashboard must auto-refresh every 30 minutes using Power Automate or scheduled refresh DBAs update their individual sheets → dashboard updates automatically — no manual intervention Dashboard Pages Required Page 1 — Overall Summary (all technologies at one glance) 6 KPI Cards: Total Footprint, Completed , Scheduled , Pendi...
I’m ready to remove the repetitive work from my customer-support queue and need an experienced RPA developer to build, test, and deploy a bot that handles the routine interactions now tying up my agents. The focus is customer support automation; together we’ll pinpoint the exact workflows—anything from triaging incoming tickets and pulling account data to generating quick FAQ replies—and translate them into a robust, fully documented software robot. You’ll recommend the most suitable RPA stack (UiPath, Automation Anywhere, Blue Prism, Power Automate or a comparable tool), map the process, create reusable components, and make sure the solution slots neatly into the cloud-based help-desk platform we already use. Reliability, clear error-handling, and easy hand-...
Project Brief — Power BI PSU Patching Dashboard What I Have Excel workbook with 8 pre-built sheets already uploaded to MS Teams SharePoint 3 technology data sheets: Oracle Patching, PostgreSQL Patching, YugabyteDB Patching 1 combined sheet: Master Footprint (all technologies in one flat table) Issues Log, Summary Stats, DAX Measures reference, Setup Guide sheets Data Source & Refresh Data lives in SharePoint-hosted Excel file (MS Teams) Dashboard must auto-refresh every 30 minutes using Power Automate or scheduled refresh DBAs update their individual sheets → dashboard updates automatically — no manual intervention Dashboard Pages Required Page 1 — Overall Summary (all technologies at one glance) 6 KPI Cards: Total Footprint, Completed , Scheduled , Pendi...
Project Brief — Power BI PSU Patching Dashboard What I Have Excel workbook with 8 pre-built sheets already uploaded to MS Teams SharePoint 3 technology data sheets: Oracle Patching, PostgreSQL Patching, YugabyteDB Patching 1 combined sheet: Master Footprint (all technologies in one flat table) Issues Log, Summary Stats, DAX Measures reference, Setup Guide sheets Data Source & Refresh Data lives in SharePoint-hosted Excel file (MS Teams) Dashboard must auto-refresh every 30 minutes using Power Automate or scheduled refresh DBAs update their individual sheets → dashboard updates automatically — no manual intervention Dashboard Pages Required Page 1 — Overall Summary (all technologies at one glance) 6 KPI Cards: Total Footprint, Completed , Scheduled , Pendi...
Project Brief — Power BI PSU Patching Dashboard What I Have Excel workbook with 8 pre-built sheets already uploaded to MS Teams SharePoint 3 technology data sheets: Oracle Patching, PostgreSQL Patching, YugabyteDB Patching 1 combined sheet: Master Footprint (all technologies in one flat table) Issues Log, Summary Stats, DAX Measures reference, Setup Guide sheets Data Source & Refresh Data lives in SharePoint-hosted Excel file (MS Teams) Dashboard must auto-refresh every 30 minutes using Power Automate or scheduled refresh DBAs update their individual sheets → dashboard updates automatically — no manual intervention Dashboard Pages Required Page 1 — Overall Summary (all technologies at one glance) 6 KPI Cards: Total Footprint, Completed , Scheduled , Pendi...
If you want to stay competitive in 2021, you need a high quality website. Learn how to hire the best possible web developer for your business fast.
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