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I’m looking to work side-by-side with someone who can coach me through building custom reporting dashboards inside the Microsoft 365 ecosystem. My main focus is data analytics and reporting, not general document management or collaboration features. Here’s what I need: • Guidance on planning and designing dashboards that draw live information from Microsoft 365 applications such as Teams, Planner, and Outlook. • Step-by-step help connecting those data sources to SharePoint or directly into the dashboard layer so I can refresh the visuals without manual exports. • Best-practice advice on performance, security trimming, and user permissions so the finished dashboards scale across my tenant. We’ll meet in interactive sessions where you walk me through each concept, watch me apply it, and then fine-tune together. By the end I want at least one fully functioning dashboard I can replicate on my own, along with clear notes or a short video recap of the process. If you’re comfortable explaining technical details in plain language and have real-world experience turning Microsoft 365 data into insightful, shareable dashboards, let’s get started.
Project ID: 40655772
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32 freelancers are bidding on average ₹1,004 INR/hour for this job

Your biggest risk is building dashboards that break when Microsoft deprecates Graph API endpoints or changes permission scopes without warning. I've seen teams lose weeks of work because they hardcoded authentication tokens instead of using delegated permissions with proper refresh logic. Quick questions - are you planning to use Power BI embedded or custom JavaScript visualizations? And what's your tenant's data residency requirement for storing aggregated metrics? Here is the architectural approach: - MICROSOFT GRAPH API: Build a reusable connector layer that handles token refresh and rate limiting so your dashboards don't fail during peak usage. - SHAREPOINT FRAMEWORK (SPFX): Deploy web parts with React hooks that pull live Teams/Planner data without requiring manual CSV exports or scheduled jobs. - SECURITY TRIMMING: Implement row-level security using Azure AD groups so each user sees only their authorized data without duplicating dashboard instances. I've built similar coaching engagements for 4 enterprise clients migrating legacy reporting into M365. Let's schedule a 20-minute technical walkthrough so I can map your exact data sources before we start the first session.
₹900 INR in 30 days
7.3
7.3

Hi! I can coach you through building M365 reporting dashboards with JavaScript and SharePoint, and I’ll keep it practical Which Microsoft 365 data source should we prioritize first: Teams, Planner, or Outlook?.
₹1,915 INR in 18 days
6.2
6.2

I can guide you step-by-step to build the custom M365 dashboard you need. In a past project, I helped a team pull live data from Teams and Planner into Power BI, connecting through SharePoint lists for real-time refresh without manual exports. This approach kept dashboards dynamic and scalable. We’ll focus each session on one part: designing the dashboard layout, setting up live data connections, and applying security trimming so each user only sees relevant info. A key point is structuring your data queries efficiently to avoid slow refreshes—have you picked a preferred tool for the dashboard layer, like Power BI or SharePoint Framework? I’ll make sure you end up with a working dashboard you can replicate confidently. Plus, clear written or video notes will be ready to keep your workflow smooth long after we finish. Ready to start coaching and get your first dashboard live quickly.
₹750 INR in 7 days
6.1
6.1

Building Microsoft 365 reporting dashboards requires more than just technicalities; it necessitates an innovative combination of data analytics and development expertise, the exact combination I bring to the table. Over my 20+ years in the industry, I have amassed a wealth of experience automating processes, improving performance, and designing scalable solutions. In addition, my proficiency with PHP, HTML, and JavaScript enables me to connect Microsoft 365 applications effortlessly to SharePoint or the dashboard level for refreshing visuals without any manual exports. What sets me apart is my ability to explain complex technical aspects in plain language. By working session-by-session with you, I'll not only walk you through each concept, but also ensure that you understand them fully - as if you are doing it yourself. My comprehensive approach also emphasizes best practices on performance, security trimming, and user permissions that guarantee scaling across your tenant. Importantly, my goal is not just to create for you functional dashboards but to leave you equipped and confident to replicate them independently. This is why I also offer video recaps or clear notes to complement the hands-on learning we will engage in. Let's partner together on this project for impeccable results and long term benefits.
₹750 INR in 40 days
5.8
5.8

Hi, I’m Sahanaj. I enjoy this kind of work because I’m not just building the dashboard for you—I’ll show you how to build the next one yourself. I’ll coach you through connecting Teams, Planner and Outlook/M365 data, choosing the right architecture, handling refresh, permissions/security trimming and performance. We’ll build one production-quality dashboard together, with you doing the implementation while I guide and troubleshoot. Rate: ₹2,500/hr Suggested first engagement: 8–10 hours over 2–3 sessions. You’ll finish with a working dashboard, reusable approach, and concise notes/video—not another black-box solution you can’t maintain.
₹2,500 INR in 40 days
5.8
5.8

Greetings, With over 15 years of experience as a technology and business professional, I am confident that I can help you with Microsoft 365. I have a deep passion for SharePoint and have worked extensively with all versions, including SharePoint Online (Office 365). I have expertise in related Microsoft technologies such as Power Automate (Flow), Power BI, and Power Apps. By leveraging these tools, I have built comprehensive and integrated business applications that are robust and efficient. I have had the privilege of serving as a Project Lead for prestigious organizations such as: -Ministry of Education Dubai, -Ministry of Social Affairs Dubai, -Public Portal for EmiratesAirlines, -Ministry of Finance Portal for the Diplomatic -Institute of Qatar, Office 365 Portal for LogicalOutcomes Canada. I firmly believe in following best practices and leveraging my extensive experience to guide organizations in avoiding common pitfalls. Come over and chat to discuss the deliverables and deadline. Rahim
₹1,200 INR in 40 days
5.2
5.2

As an experienced backend developer, my skills extend beyond just HTML and PHP to include a deep understanding of data analytics and reporting. In my career, I have handled numerous projects involving complex logic and data processing where I have had to design and implement database structures in ways that ensure performance, security, and scalability. This very much aligns with your project's needs for guidance on planning, designing, and connecting data sources from Microsoft 365 apps such as Teams, Planner, and Outlook. My proficiency in working with the Laravel framework also offers great value to your project. Laravel's powerful features make it ideal for managing multiple data sources - the very core of your needs. Additionally, it aids in creating efficient data interfaces which can be seamlessly integrated into your reporting dashboards. Considering my knack for problem-solving, I assure you of highly interactive sessions where I walk you through each concept at a pace that suits you, watch you apply it independently, and then fine-tune together. By leveraging my experience in mentoring clients through complex engineering problems and creating insightful report tools, I will equip you with lasting knowledge and at least one fully functioning replicable dashboard by the end of our sessions. You can expect clear notes or a short video recap for future reference as well.
₹750 INR in 40 days
5.2
5.2

Your requirement is much more about building a reliable reporting architecture inside the Microsoft 365 ecosystem than simply creating charts, and that distinction matters. The key challenge is designing a flow where Teams, Planner, Outlook and related services can provide live, refreshable data with proper permissions, performance controls, and a structure that remains maintainable as usage grows. I can help you structure this step by step during interactive sessions. My approach would be: - define the reporting objectives and identify the right Microsoft 365 data sources and APIs; - design the data flow into SharePoint, Microsoft Graph-based integrations, or a direct dashboard layer depending on refresh and scalability needs; - implement secure access patterns and permission trimming so dashboards expose only the intended information; - optimize refresh cycles, filtering, and query performance to avoid slow dashboards as data volume increases; - document the process clearly so you can reproduce the same architecture independently later. The sessions can be hands-on and practical: you build alongside me while I explain the reasoning behind each technical decision, review implementation details, and help troubleshoot issues in real time. By the end, the goal would be to have at least one production-ready dashboard pattern that you can extend across your tenant with confidence. I’m available to start immediately and can adapt the sessions to your current technical level and preferred tooling.
₹1,250 INR in 30 days
3.7
3.7

Hi, I've reviewed your project, "M365 Reporting Dashboard Coaching", and I understand what you're looking to achieve. Based on the requirements in your project description, my PHP, JavaScript, Sharepoint, HTML, Data Analytics, Data Visualization, Data Integration, Microsoft 365 experience aligns well with the work you need. I can carefully review the existing requirements, understand the expected functionality, and implement the solution with a focus on quality, performance, and reliability. Project Requirements: I’m looking to work side-by-side with someone who can coach me through building custom reporting dashboards inside the Microsoft 365 ecosystem. My main focus is data analytics and reporting, not general document management or collaboration features. Here’s what I need: • Guidance on planning and designing dashboards that draw live information from Microsoft 365 applications such as Teams, Planner, and Outlook. • Step-by-step help connecting those data sources to SharePoint or directly into the dashboard layer so I can refresh the visuals without manual exports. • Best-practice advice I’ll make sure the work is handled professionally, with clear communication throughout the project and attention to the details mentioned in your requirements. I’m ready to discuss the project and get started. Best Regards, Khadija Tul Kubra
₹1,000 INR in 7 days
2.4
2.4

As a highly skilled full-stack developer, my ability to provide end-to-end solutions and coordinate all aspects of the project is a huge asset for this M365 Reporting Dashboard Coaching. My portfolio includes successful application and API integrations, similar to what your project entails, as well as my proficiency in JavaScript and HTML for data visualization. I understand the value of robust planning and shareable insights thus my approach is meticulous. I can walk you through step-by-step how to plan, design, and connect data sources in your M365 applications as well as ensuring their smooth integration into your dashboards using platforms like SharePoint. Performance, security, and scalability are key considerations that I prioritize from the outset to avoid future hitches within your tenant. Moreover, my talent in breaking down complex technical concepts into plain language will be of utmost benefit throughout our interactive sessions. On completing the project, I'll provide you with concise notes or a short video recap of each process ensuring that you have clear references for independent replication. Let's team up to transform your data analytics journey within M365 platform!
₹1,000 INR in 40 days
1.6
1.6

With an academic background in Computer Science and a PhD in Artificial Intelligence, I bring to the table not just a depth of technical knowledge regarding Microsoft 365 data, but also immense experience in solving problems through logical reasoning and thoughtful planning. Over my career spanning nearly two decades, I've designed and built smart digital products and dashboards that draw real-time insights from data, map into various enterprise applications, and exhibit strong database design and management skills. One notable achievement was heading AI-driven projects that included generation of voice and chat agents for tasks similar to your need - customer support automation, recommendation systems et al. By virtue of my responsibilities as a CTO for AI startups, I was intensively involved not only in the development but also in the training phase of these dashboards. This experience makes me well-suited for mentoring/coaching roles like the one you're offering. Lastly, as somebody who started their career as a lecturer, I know how to present complex ideas in simple language. For our interactive sessions to be fruitful and engaging, I assure you that I will break down the technicalities but without compromising on important details. Data analytics and reporting is crucial to leverage company's full potential and hence it would be my pleasure to share my knowledge with you; eventually enabling you to replicate dashboards independently!
₹750 INR in 40 days
1.4
1.4

I can work with you hands-on to build and understand Microsoft 365 reporting dashboards, not just deliver the dashboard for you. I’ll guide you through connecting Teams, Planner and Outlook data, designing the reporting structure, setting up refreshable data sources, and applying proper permissions and security trimming. We can work step-by-step so you can confidently recreate the process yourself. I’ll also provide practical guidance on performance, scalable dashboard architecture, and documentation/recording of the completed workflow. The goal will be to finish with at least one fully working dashboard and a repeatable process you can use for future reports. I’m available to start with an interactive session and can adapt the pace to your technical level. Regards, Ritesh
₹750 INR in 40 days
1.0
1.0

I’m excited about the opportunity to help you build custom reporting dashboards in Microsoft 365. Recently, I completed similar projects where I guided clients through creating insightful dashboards using Teams, Planner, and Outlook. My experience in data analytics ensures that I can simplify technical details and provide step-by-step coaching tailored to your needs. Together, we'll design a dashboard that draws live data, focusing on performance and security best practices. I’ll be there to support you in interactive sessions, ensuring you leave with a replicable dashboard and clear documentation. Thank you, Tegan
₹950 INR in 7 days
0.7
0.7

I carefully checked your requirements and I'm interested in working on your project. However, I have a few questions regarding the requirements. Let's discuss them so I can fully understand the scope of the project. Once all questions are clarified and the final requirements are confirmed, I will provide an accurate timeline and cost estimate. I’m ready to start immediately. Looking forward to your response.
₹1,000 INR in 40 days
0.0
0.0

Hello, I’m a Computer Science student with experience in JavaScript, APIs, web development, and data-driven projects. I’m a quick learner and comfortable explaining technical concepts step-by-step. I’d love to work with you on building and understanding Microsoft 365 dashboards while documenting the process for future use. I’m available for interactive sessions and ready to get started.
₹1,000 INR in 40 days
0.0
0.0

Hi, I’d be happy to work with you on building a Microsoft 365 reporting dashboard. I have a strong background in data analytics, data visualization, SQL, Power BI, and data integration, and I can explain the technical concepts in simple, practical language. I can guide you step-by-step in connecting Microsoft 365 data such as Teams, Planner, Outlook, and SharePoint to Power BI, setting up refreshable data pipelines, designing useful KPIs and visuals, and applying best practices for performance, permissions, and scalability. My approach will be hands-on: we build the dashboard together, you apply each step yourself, and I help troubleshoot and optimize along the way. By the end, you’ll have a working dashboard, reusable knowledge, and clear documentation so you can build similar dashboards independently. I’m available for interactive sessions and can start with the dashboard requirements and data architecture.
₹1,000 INR in 40 days
0.0
0.0

I have more than eighteen years of solid experience in SharePoint, including SharePoint Online development and architecture + solid experience in customizing SharePoint forms using Power apps and building Power Automate Flow. I have worked on 50++ projects for customers around the world. These projects include building SharePoint sites/lists/libraries, building business processes using Power Automate Flow, customizing SharePoint lists using Power App, writing Remote Event Receivers, migrating data from SharePoint on-premises to SharePoint Online, migrating data from SharePoint Online to SharePoint Online (same tenant and different tenants), building SPFx web parts, building custom connectors for Power Platform & building Copilot Agents using SharePoint Agents and Copilot Studio. I have also worked on many projects as a SharePoint architecture to set up the SharePoint design, best practices for building the different sites, the policies and setting regarding these sites.
₹1,000 INR in 40 days
0.0
0.0

Hi, I can coach you step-by-step through building Microsoft 365 reporting dashboards, with the sessions focused specifically on data analytics, live data connections, and practical implementation rather than general M365 administration. I understand your goal is not simply to receive a finished dashboard—you want to learn the process well enough to build and maintain similar dashboards independently. During the interactive sessions, I can guide you through: • Planning the dashboard structure and KPIs • Connecting Teams, Planner and Outlook data • Using SharePoint and/or the appropriate dashboard/data layer • Setting up refreshable data flows without manual exports • Building interactive visuals and filters • Designing scalable data models • Performance optimization and efficient queries • Security trimming, permissions and tenant-level considerations • Troubleshooting refresh and connectivity issues • Creating a reusable approach for future dashboards The outcome will be at least one complete working dashboard that you can use as a template for future reporting, along with clear notes or a short session recap covering the complete workflow. I’m comfortable explaining technical concepts in straightforward language and can adapt the pace to your current Microsoft 365/analytics experience. I’m available to start and can schedule interactive sessions based on your preferred hours. Best regards, Anas
₹750 INR in 20 days
0.0
0.0

With my considerable experience as a Technical Developer in a multinational environment, I bring a unique blend of technical expertise and visual creativity to your project. I am well-versed in the Microsoft 365 ecosystem and can provide the comprehensive M365 Reporting Dashboard coaching you seek while focusing on your specific data analytics and reporting needs. Throughout my 6+ years, I have successfully transformed complex information into clear, professional, visually compelling presentations and documents across multiple tools like PowerPoint, Word, Excel, Sharepoint, and Canva. I understand the intricacies of not only processing data but also presenting it effectively for both analytical insights and easy comprehensibility. This proficiency is exactly what you can expect with me. What sets my approach apart is first generating a plan to design dashboards that draw live information from various M365 applications, then guiding you through each step of connecting these sources to SharePoint or directly into the dashboard layer. Moreover, I am adept at prioritizing performance, security trimming, and user permissions to scale dashboards effectively across your tenant while ensure their continuance to run smoothly. By choosing me, you are empowering yourself with enriched knowledge and an innovative ear for personalized engagements. Let's make this happen together!
₹1,000 INR in 24 days
0.0
0.0

Hello! I’d be happy to work with you side-by-side to turn your Microsoft 365 data into practical, insightful dashboards that you can confidently build and maintain yourself. Rather than simply giving you instructions, I’ll guide you through each step while you apply it, so you understand how Teams, Planner, Outlook, SharePoint, and the dashboard layer work together. We’ll focus on reliable data connections, refreshable visuals, performance, security trimming, and permissions from the beginning, so the solution is built with scalability in mind. Together, we’ll create at least one fully functioning dashboard from start to finish, while keeping the process clear and easy to replicate later. I’ll also help you capture concise notes or a short recap of the workflow, giving you a practical reference whenever you build your next dashboard. If you’re looking for someone who can explain the technical side in plain language while working through real implementation with you, I’d be glad to get started. Vasyl
₹1,000 INR in 40 days
0.0
0.0

Beawar, India
Member since Nov 17, 2022
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₹12500-37500 INR
£50000-100000 GBP
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₹750-1250 INR / hour
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€30-250 EUR
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₹750-1250 INR / hour
₹12500-37500 INR
$250-750 USD
$15-25 USD / hour
₹37500-75000 INR