1. What the automation must do The automation must watch the shared Outlook inbox from 12:00 AM to 12:00 PM EST and look for emails that contain specific instruction keywords. If any keyword is found in the subject OR body, the automation must immediately send a message to a Microsoft Teams channel. That’s the entire purpose. 2. What emails look like Emails come from ~75 clients Subject lines vary Body text contains instructions Each email includes one Excel attachment (not used for automation) 3. Keywords that must trigger an alert These words below are the exact phrases must trigger the workflow: Change CU Size Update Create Redeem Update CU Size Add Create Redeem Delete CU Size Suspense Effective immediately Effective today If ANY of these appear in the subject OR body → send Teams alert 4. What the Teams alert must include The Teams message must show: Sender Subject Timestamp Keyword(s) detected Link to the email 5. Deadline The goal is to detect all critical instructions before 11:45 AM EST. SIMPLE FLOWCHART Code Email arrives in shared Outlook inbox │ ▼ Extract subject + body text │ ▼ Does subject OR body contain ANY keyword? │ ┌───────┴────────┐ │ │ YES NO │ │ ▼ ▼ Identify which keyword Ignore email │ ▼ Send Teams alert with: - Sender - Subject - Timestamp - Keyword found - Link to email Step 1 — Trigger Use: When a new email arrives (V3) Select the shared inbox. Step 2 — Get email details Use: Get email (V3) Extract: Subject Body Step 3 — Check for keywords Add a Condition block: Check if subject OR body contains ANY of these phrases: “Change CU Size” “Update Create Redeem” “Update CU Size” “Add Create Redeem” “Delete CU Size” “Suspense” “Effective immediately” “Effective today” (Make this case‑insensitive.) Step 4 — If YES → Send Teams alert Use: Post message in a chat or channel Message must include: Sender Subject Timestamp Keyword detected Link to email Step 5 — If NO → Do nothing Notes for Developers do not need to open or read the Excel attachment. You do not filter by sender — scan all emails. You do not use AI or machine learning — this is simple keyword matching. You must scan both subject and body. Alerts must be immediate, not scheduled. Keywords must be exact matches, except urgency words like “change” or “update,” which can be partial matches. The workflow must run only between 12:00 AM and 12:00 PM EST. I need the map so I can recreate it at work using automate. Please advice if this clear, how long does it take to build this and the exact cost

Looking to plot a trending map from dynamics 365 and paylocity based with filter abilitys so the trend can change.

**Title:** PowerShell Script — Microsoft Graph API Auto-Upload to SharePoint with Metadata Tagging **Budget:** $400–$600 fixed price --- **Overview** We are a CPA firm (New York, 15 staff) running a shared Windows Server terminal environment. We need a PowerShell script that watches a folder (C:\Transit) on the VM, parses a structured filename, auto-tags SharePoint metadata columns, and uploads the file to a SharePoint document library — entirely replacing manual browser-based tagging. A detailed technical specification document (14-section RFP) is available immediately upon engagement. --- **What the Script Does** 1. Monitors C:\Transit on the Windows Server VM using a FileSystemWatcher or Task Scheduler loop 2. When a new PDF appears, parses the filename using this convention: - Format: [ClientCode][TypeLetter][Period][F] - Example: SAND4521E2025F — 8-char client code + 1-char document type + 4 or 6-char period + optional F (Final flag) 3. Looks up the full Account name from Microsoft Dynamics 365 using the 8-character ClientCode (via Graph API or D365 REST API) 4. Uploads the file to a SharePoint Online document library via Microsoft Graph API 5. Auto-populates 5 SharePoint metadata columns: Account (text), Document Type (choice), Period (text), Status (Draft or Final), Contact (blank — leave empty) 6. Moves the processed file out of C:\Transit and logs the result 7. Sends an alert email on any failure --- **Tech Stack** - Windows Server (hosted VM) - PowerShell 5.1 or 7 - Microsoft Graph API (SharePoint + D365 endpoints) - Entra ID app registration (client credentials flow) — we will create and provide client ID, tenant ID, and client secret - SharePoint Online — Microsoft 365 Business Basic tenant - Dynamics 365 — for ClientCode → Account name lookup --- **Deliverables** 1. Fully tested PowerShell script (.ps1) with inline comments 2. Entra app registration setup guide (what permissions to request) 3. Deployment instructions for Windows Task Scheduler or Windows Service 4. Error log format and alert email configuration 5. One supervised screen-share session to deploy to production --- **Access and Security** - Development and testing must use a test SharePoint library and dummy files — no real client data during build - Production deployment via one supervised screen-share session (firm principal present throughout) - Developer never holds credentials — all credential entry done by firm principal during session - Deliverable is the script file and documentation — not ongoing VM access --- **Budget** Fixed price: $400–$600. Proposals significantly outside this range without clear justification will not be considered. Please do not apply if you need more than 2 weeks to deliver. --- **How to Apply** Please include: - Brief description of your PowerShell and Microsoft Graph API experience - Examples of similar SharePoint/Graph API projects you have delivered - Fixed-price quote for this scope - Estimated delivery timeline - Any questions about the specification A detailed 14-section technical RFP is ready to share immediately. This is a well-defined, one-time project — no ambiguity in the spec.

We are seeking an efficient and detail-oriented Power BI Developer with a strong proficiency in DAX and Power Query to join our dynamic data analytics team. The ideal candidate will play a critical role in transforming raw data into insightful, actionable reports and dashboards that support data-driven decision-making across various departments. This position requires a deep understanding of data modeling, advanced analytical techniques, and the ability to optimize data processing workflows to ensure performance and accuracy. The Power BI Developer will collaborate closely with business stakeholders, data engineers, and analysts to gather requirements, design effective data solutions, and ensure seamless integration with existing systems. The role demands a proactive problem solver who thrives in a fast-paced environment and stays current with the latest BI tools and best practices. By leveraging expertise in DAX and Power Query, the developer will enhance data transformation capabilities, automate repetitive tasks, and maintain high-quality data pipelines. This is an excellent opportunity for a motivated professional seeking to apply technical skills to drive business insights and contribute strategically to organizational success through efficient data processing and visualization techniques. The requirements for this position will include: - Proven experience as a Power BI Developer with strong skills in DAX and Power Query. - Solid understanding of data modeling, ETL processes, and report development. - Ability to work with complex datasets and integrate data from various sources. - Strong analytical and problem-solving skills to deliver accurate insights. - Excellent communication skills and ability to work collaboratively with cross-functional teams. - Attention to detail with a commitment to data quality and consistency. - Experience with database systems such as SQL Server, Azure SQL, or similar is a plus. - Self-motivated and eager to learn new technologies and improve existing processes.

Our firm processes billions of data points related to client marketing performance. We operate out of previously built Power BI reports and now need your deep expertise to maintain, optimize, and evolve a comprehensive tracking dashboard. This dashboard fuels the speed and depth of how we are able to deliver marketing campaign performance tracking for clients. We're seeking a PowerBI specialist who can not only build compelling visual reports but also help transform our backend architecture to handle scale, performance, and usability challenges. Key Responsibilities • Lead Design and Collaboration Sessions: Lead design sessions with our partners and strategists to access key data to be analyzed based on current tracking review decks. • Develop and Improve Reports: Develop visualizations, charts, and graphs in PowerBI that tell a compelling and easily understandable story about campaign performance. This will include prototyping as well as maintenance and improvement of existing reports. • Data Modeling and Optimization: Transition three existing PowerBI reports from a non-relational to a relational semantic model. Audit results and collaborate with the data operations team to: 1) Redefine views and tables, 2) Clarify where measures and objects should reside (Database, Semantic Model, or Report), and 3) Optimize for performance and scalability • Documentation & Reporting Standards: Document the architecture and logic of both new and existing reports to ensure maintainability. Make performance recommendations, including evaluations of live database connections vs. CSV file-based ingestion. • Training and Knowledge Sharing: Provide training or guidance sessions with team members to improve internal capabilities and expertise. Technical Background & Challenges • We currently operate with a non-relational semantic model that handles 10GB+ of accumulated CSV data nightly. This frequently causes update delays and system instability. • You'll help us design an architecture structure for future growth and advise on smarter data sourcing strategies to decrease load failures. Ideal Candidate Profile • Proven experience optimizing Power BI dashboards at enterprise scale. • Hands-on expertise with DAX, relational modeling, and performance tuning. • Strong communicator who can document, teach, and collaborate across teams. • Comfortable operating in high-volume data environments with complex ETL challenges.

We are seeking a skilled freelancer to develop a SharePoint Intranet for our organization. The project involves creating a user-friendly interface, integrating with Active Directory, and implementing security features for a multi-entity company located in 6 countries. The ideal candidate will have experience in SharePoint administration and development, and be able to deliver a high-quality solution within a reasonable timeframe.

I have a Fabric workspace where I created a powerbi report sourced from Worldwide Importers demo data in Microsoft Fabric (public Azure Blob Storage, where Microsoft hosts the sample dataset in Parquet format for ingestion into a Fabric Lakehouse) and dfg2. I need someonewith recent power bi and fabric experience that can walk me through over zoom making that report publicly viewable.

We are seeking a skilled freelancer to build a Microsoft SharePoint database for our company. The ideal candidate will have experience in database management and be able to design and implement a robust SharePoint solution. Responsibilities include creating a database structure, integrating data sources, and ensuring data security and accessibility. The project requires an intermediate level of proficiency and is expected to be completed in less than a month.

We're a data and AI consultancy looking for a senior Power BI consultant to deliver a labor dashboard for a senior living provider. This is design-led work, not a build-from-scratch reporting engagement. You'll take high-fidelity Figma mockups and reproduce them faithfully in Power BI. We're looking for someone who understands both UX and Power BI and can identify what does and doesn't translate before designs are finalized. The dashboard will be built on the client's existing enterprise data warehouse and Power BI environment, including row-level security. The semantic model isn't complete, so you'll be expected to write robust DAX measures (maybe SQL views) to bridge modeling gaps rather than relying on a fully finished model. This is a client-facing, white-labeled consulting role. You'll represent our team directly, present your work to senior business stakeholders, and communicate professionally throughout the engagement. The work doesn't end at deployment. You'll document the Power BI solution, KPIs, and measures, and create end-user training materials so the client can confidently own the solution after handoff. Must-Haves Expert Power BI, DAX, and data modeling skills Strong SQL, including writing views to support reporting requirements Proven experience translating Figma or UX designs into production Power BI dashboards Excellent eye for layout, visualization, and user experience Experience documenting Power BI solutions, KPIs, and calculations for both technical and business audiences Ability to create end-user training materials Comfortable presenting to business stakeholders and managing client feedback Nice to Have Experience with senior living, healthcare, workforce, labor, or operational analytics Hourly engagement with a near-term start and defined delivery timeline. If you knock this project out of the park, there could be future opportunities. We regularly deliver enterprise Power BI, data engineering, AI, and analytics projects.

Power BI is integrated into our Saas for our customer data. Seeking professional that can work independently an build out custom reports as customers request and assist current contractor in getting reports caught up from backlog.