Power Automate Jobs

Project Title: RPA Automation for RTO Document Upload (Excel to Web) Project Description: I need a robust automation (RPA) solution, preferably using Power Automate Desktop (PAD), to automate the document uploading process on an RTO (Regional Transport Office) portal. The bot needs to handle data from an Excel sheet, match it with local PC folders, and upload documents to the website. Detailed Workflow: 1. Data Input (Excel Integration): The bot should read an Excel file containing two primary columns: Vehicle Number and Chassis Number. It must iterate through each row one by one. 2. Web Navigation & Search: Open the RTO portal and log in (if required). Input the Vehicle Number and Chassis Number from Excel into the website's search fields to fetch the specific vehicle's deta...

Project Overview We are a real estate and business brokerage firm based in Melbourne, Australia. Our agency manages different types of listings including: • Residential properties • Vacant land and estate 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 ↓ Share...

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. · Set up a logical n...

I need to embed practical AI features directly inside Outlook, Word, and Excel so my day-to-day work becomes far less manual. Primary goals • Tame email overload in Outlook by automatically triaging, categorising, flagging priorities, and suggesting quick replies. • Speed up document creation in Word with smart templates, content suggestions, and live error-spotting that adapts to our writing style. • Simplify scheduling and calendar management across the suite—auto-generate meeting slots, resolve conflicts, and surface insights on time allocation. Key capabilities to build – Automation of repetitive tasks: rules or add-ins that run without constant supervision. – Data analysis & insights: lightweight dashboards or side-panes inside Exce...

Deep knowledge of the Microsoft ecosystem

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

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

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

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

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

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

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

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