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Procore Project Sequence ID Integration via Power Apps in Teams (SharePoint List Storage) Overview We are seeking a Power Platform developer to build a Project Sequence ID automation that integrates with Procore, using Power Apps inside Microsoft Teams as the user interface. The solution will generate a unique, sequential Project ID and sync it to Procore’s Project Number field. All sequence tracking and configuration will be stored in SharePoint Lists. Objective Develop a Teams‑embedded Power App and Power Automate flows that: • Generate a unique, sequential Project ID based on our business rules. • Store and manage sequence logic in SharePoint Lists. • Push the generated ID into Procore via API. • Provide a simple Teams‑based interface for project creation ...
I need an end-to-end approval solution built with PowerApps and Power Automate. The app should let a user submit a request, trigger an approval flow, and return the final decision to the requester automatically. The workflow itself will live in Power Automate; the user interface will be a clean, responsive PowerApps app. I also want the underlying data shaped through Power Query so the completed approvals can be surfaced later for reporting without manual cleanup. Deliverables • Canvas app (.msapp) that captures the request, shows live status, and works on desktop and mobile • One or more Power Automate flows (.zip export) handling every stage of the approval, notifications, and status updates • Power Query steps (or .pbit / .pq files) that transform the approval l...
I already have SharePoint Online through our Microsoft 365 Enterprise plan, yet the environment is still in its vanilla state. I need it converted into a focused, project-specific site that works first and foremost as a document-management hub. Scope of work • Build a new site (or site collection, if you think that’s cleaner) dedicated to one project. • Configure libraries, folders or—if more efficient—metadata views to neatly separate our two document families: Project Files and Client Contracts. • Turn on best-practice settings such as version history, check-in/out, and sensible retention so nothing is lost or overwritten. • Design a clear permission model with multiple access levels; some users will need full control, others read-only, and ...
We are looking for an experienced Microsoft 365 specialist to design and implement an automated SharePoint-based data room template using SharePoint Online and Power Automate. The objective is to create secure, repeatable “virtual data room” environments with structured document indexing, automated numbering, audit logging, permission controls, and administrative workflows. All in a manner that can be managed by the internal IT team post implementation. Please note that some manually created data rooms are already in place and we would ideally want this work to improve on what has already been done. Scope of Work: 1. SharePoint Data Room Configuration • Build and configure SharePoint Online sites to function as secure data rooms based on existing data room sites. • ...
Título del proyecto Automatización RPA en DATAX: Facturación/causación desde Excel con arquitectura escalable (futuro OCR + “memoria” por proveedor) Contexto Somos una firma contable en Colombia. Usamos DATAX para registrar/causar y/o facturar. Queremos eliminar digitación manual con un bot RPA. Empezaremos con Excel → RPA → DATAX, pero el diseño debe quedar preparado para escalar a: carpeta con facturas (PDF/XML) → extracción de datos → reglas contables por proveedor → ejecución en DATAX. Objetivo Fase 1 (MVP en 3–5 semanas) Implementar un bot RPA que, a partir de un Excel maestro, cree/registre (según aplique) facturas/causaciones en DATAX y genere evidencia de ejecución. A...
Automated Daily Banking & Revenue Dashboard (Microsoft 365) I run a small UK pub with rooms and I’m looking for a Microsoft Power Query / Power Automate expert to build an automated daily banking and revenue dashboard. The objective is to eliminate manual spreadsheets, improve accuracy, provide real-time Month-to-Date (MTD) visibility, and automatically alert me to discrepancies. Scope of Work 1. Data Capture (Simple for staff) FOH daily entry (end of day): Date Till sales total PDQ total Cash counted Notes (optional) Accommodation daily entry (next morning): Date Room revenue Extras (optional) Notes (optional) Preferred method: Microsoft Forms (mobile-friendly). Data stored in SharePoint / OneDrive. 2. Automation & Processing Using Excel Power Query: Automa...
I built a cloud flow in Power Automate that triggers every time a file is added to a SharePoint document library and then emails me the uploader’s name and the file name. The SharePoint side must remain untouched, yet two problems have surfaced during testing: • the flow falls into an endless email loop, and • when different users upload different files, each message lists every file as though every uploader added it. All I really need is for the flow to fire once per upload, name the correct uploader, and then stop—no recycling, no cross-reporting. The incoming mail can stay one-email-per-file; I just want the looping behaviour gone. You’ll receive a copy of the current flow (triggered by “When a file is created” and using standard Office...
A fresh SharePoint Online site is required to track ongoing auditing projects for Various Clients under different Alliance Partner—more precisely, utilities audits. New Clients added under Alliance Partner and need to manage separately. The main deliverable is a fully functional Project-Tracking page that lets the team see status, deadlines, assigned auditors, and key documents at a glance. Core tasks • Spin up the site collection (or sub-site if that suits best), apply clean navigation, and brand it with the company colours we will provide. • Build the Project-Tracking page using out-of-the-box web parts or modern SharePoint Lists—whichever gives a clear dashboard-style view of open, in-progress, and closed utilities audits. • Configure columns for audit type, ...
I want to build an automation with power automate. The flow is for a major incident service outage reporting, included tools, Teams, Jira, Zoom IVR switch(as tab), Open a website (as tab), Comms email within Jira ticket(as tab) Website, Zoom, Comms must show 2/3rd of the page, the actual website, and 1/3rd of the page opens a sharepoint document giving hints what do fill out with example sentences – guidance for Service Desk. This will contain multiple IT groups within the company, such as developers,networks,systems, service desk, VIPs, IFS, devops. The main interface will be Teams, only member of these groups will be able to trigger the incident button. After the incident button has been triggered, it will post an adaptive card, and wait for a response: (example name: M...
I want a single Power Apps solution that streamlines the full journey of our paper documents—from the moment they’re scanned right through to reporting—while respecting access levels tied to each employee’s position. Here’s what the finished app must do: • Accept scans from both mobile cameras and our existing desktop scanners, automatically saving each file as PDF. • Move every scanned file from point A to point B in our process flow, tracking status at each step. • Capture and store more than 100 000 rows of related metadata. Some of that data will come from manual key-in, and some will be pulled in through automated transcription, so the interface needs to support both methods seamlessly. • Generate ready-to-print templates (l...
We are looking for a skilled Power Automate Desktop RPA developer to implement a complex automation for a Windows Terminal Server environment. The target system is a legacy desktop ERP (TriData) with accessible UI Automation elements (verified via Accessibility Insights). Key tasks: • Launch and control a desktop ERP application • Navigate customer orders • Apply filters and sorting • Execute price assignment and updates • Handle confirmation dialogs • Iterate through order lines • Evaluate supplier availability and pricing • Write results to log files • Prepare (but not submit) purchase orders Environment: • Windows Server 2019 (Terminal Server) • RDP-based execution • User session remains logged in Deliverables: ...
I'm seeking a consultant based in Johannesburg South Africa, with strong experience in Power BI, Power Automate, and knowledge of Syspro for a 6-month engagement. The goal is to build tables and dashboards and automate some of our internal workflows. Key Responsibilities: - Building tables and dashboards in Power BI - Automating internal workflows using Power Automate - Connecting to SQL databases and Excel spreadsheets as data sources - Ensuring that both management and operational teams can effectively use the outputs Ideal Skills and Experience: - Strong expertise in Power BI and Power Automate - Proficiency in SQL and Excel - Familiarity with Syspro - Experience in creating user-friendly dashboards for management and operational teams Please provide examples of similar projects...
I’m building a fresh information-capture and approval system inside Microsoft 365 and I want the whole flow—from form submission to final approval notice—running hands-free. You’ll start from a clean slate, designing Microsoft Forms that feed directly into Microsoft Lists, then wiring everything together with Power Automate so that: • data lands in the right columns without manual touch • approvals route to the correct people in sequence • email or Teams alerts fire at each stage, including rejection or completion messages I’ll provide the field requirements, user roles, and any branding assets for the form. You’ll translate that into a well-structured list, create the associated flows, test end-to-end, and hand over concise docume...
I have an Excel file in my local disk that stores user information in eight columns, and I need a repeatable Power Automate flow that moves this data straight into a Dataverse table. The goal is to eliminate manual data entry completely. Here’s what I already have: • A structured Excel sheet stored in my local disk. • A Dataverse environment with the destination table created and the columns mapped 1-to-1 with the spreadsheet. What I need from you: • Build and configure a Power Automate flow that takes the file, reads every row, and inserts or updates the matching records in Dataverse. • Make sure errors—such as duplicate rows or missing required fields—are handled gracefully with clear email or Teams notifications. • Provide a short walkt...
My aim is to house every property, tenant and maintenance detail in one smart workbook and have the file do the remembering for me. I will be typing the data in manually, but once it is there I need formulas, look-ups or scripts that can pull any critical date—lease end, inspection due, boiler service, insurance renewal, you name it—into clear views and trigger an email reminder ahead of time. Excel is my first choice, yet I am open to Google Sheets or an equivalent platform if the same “set-and-forget” email notifications can be achieved. I will supply the exact column headings I already use plus a few new ones you may recommend so long as tenant details and an ongoing maintenance log are front and centre. Deliverables • A fully-built, easy-to-extend workb...
I have already built a simple three-step approval flow in SharePoint, but it still needs the finishing touches that make it usable day-to-day. What I need from you is: • A clean way to assign or change each of the three approvers individually from the list item or library metadata. • Automatic, clearly worded email reminders that go out weekly, triggered by the current approval status: – Pending: send to the next approver in sequence. – Rejected: notify the requester and stop further notices. – Approved: notify the requester and final approver, then end the reminder cycle. • The reminders must keep sending only while the item stays in the corresponding status—no unnecessary emails once the state changes. • Everything should be ...
Título: Power App Model-Driven — Gestión de Pedidos de Libros Presupuesto: $200 - $250 USD (Precio Fijo) Descripción: Busco un desarrollador con experiencia en Power Apps (Model-Driven) y Dataverse para crear una aplicación sencilla de gestión de pedidos de libros. ¿Qué necesito? Tengo un negocio de venta y distribución de libros. Hasta ahora vengo manejando todo con un archivo Excel, pero ya me quedó chico. Necesito una Power App (preferiblemente model-driven) que me permita llevar el registro de mis clientes y sus pedidos, preparar las órdenes de compra a mis proveedores, y registrar los envíos que hago a los clientes (shipping log). Voy a compartir mi archivo Excel para que veas los datos que manejo actua...
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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