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.

I need an experienced data integration and BI dashboard freelancer to combine data from multiple energy systems into a single dashboard for a commercial building project; the system includes a 50 kW rooftop solar array with Fronius inverters, an eGauge meter for building consumption, and a Franklin battery system, and the freelancer must first determine how to access the underlying data from each platform (cloud APIs, local device access, direct network connection, CSV/export tools, or vendor-supported backend access, including contacting vendors if needed to confirm options and obtain documentation/credentials) and then build a clean Tableau or Power BI dashboard that shows solar production, building consumption, battery charge/discharge behavior, and grid import/export (if available), with daily, weekly, and monthly trends plus key KPIs such as total solar generation, total building usage, self-consumption, and peak demand; deliverables include a data access plan for all three systems, documentation of how each data source is connected, a working Tableau or Power BI dashboard, instructions for refreshing and maintaining the dashboard, and a clear list of any required credentials, API keys, subscriptions, or vendor dependencies, and the short version is that I need someone to figure out how to access data from Fronius, eGauge, and Franklin battery systems, combine the data into one source of truth, and build a Tableau or Power BI dashboard showing solar production, building consumption, and battery performance.

BlueAngle is hiring a Senior Power BI Specialist to build financial dashboards and reports on top of Microsoft Dynamics 365 Finance & Operations (D365 F&O) and our data warehouse. You'll work directly with finance teams to turn reporting requirements into clean, performant models. US‑based, remote‑first, long‑term contract. What you'll do Build dashboards and financial reports against D365 F&O and the data warehouse Translate finance reporting requirements into dimensional models Ensure data accuracy, refresh performance, and row‑level security What you need 5–7 years BI delivery, with 3+ years hands‑on Power BI (DAX, Power Query, dataset modeling) Solid grasp of finance reporting: P&L, balance sheet, cash flow, variance analysis, management packs Experience sourcing data from D365 F&O (BYOD, Synapse Link, or Dataverse) PL‑300 (Power BI Data Analyst Associate) certification — required Nice to have: Microsoft Fabric / OneLake; FP&A tools (Vena, Anaplan, OneStream). In your proposal, please confirm you hold PL‑300 and note your years of hands‑on Power BI.

**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.

**Job Description:** We are excited to announce an opportunity for a talented and skilled freelancer to join our team in enhancing and optimizing our Microsoft SharePoint intranet. As a pivotal component of our internal communication and collaboration efforts, this intranet serves as a vital resource for our employees, and we are committed to making it as effective and user-friendly as possible. **Key Responsibilities:** In this role, you will be responsible for a variety of tasks aimed at improving the overall functionality and aesthetics of our SharePoint intranet. Your primary responsibilities will include, but are not limited to: 1. **Graphic Design Enhancement:** You will work on upgrading the visual elements of the intranet, including graphics, icons, and layout. This includes creating a modern, engaging design that reflects our company’s brand and culture to enhance user experience. 2. **Widget Development and Optimization:** You will be tasked with developing and optimizing widgets that provide essential information and tools to our employees. This may involve creating custom widgets that facilitate easy access to frequently used resources and improving existing ones for better usability. 3. **Organizational Improvements:** An essential part of the project will involve reorganizing the existing content and structure of the intranet. You will assess the current layout and information architecture, making recommendations for improvements to ensure that information is easy to find and navigate. 4. **Data Migration:** You will oversee the migration of existing data to the new intranet structure. This includes ensuring that all content is accurately transferred, properly formatted, and accessible to all users without loss of information. 5. **Publishing Flows:** You will design and implement streamlined publishing flows to ensure that content updates are efficient and effective. This may involve creating workflows that facilitate collaboration among team members and making it easy for them to contribute to the intranet. **Project Importance:** This project is crucial for our company as we transition into a more modern and agile organizational structure. Having a robust and effective intranet is essential for fostering communication, collaboration, and engagement among our employees. Your expertise in SharePoint will be invaluable in creating a seamless and efficient intranet experience that aligns with our company’s goals. **Qualifications:** We are looking for a freelancer with a strong background in SharePoint and experience in web design and development. The ideal candidate will possess a blend of technical skills and creative vision, along with the ability to work independently and meet deadlines. Specific qualifications include: - Proven experience in enhancing SharePoint intranets or similar platforms. - Strong graphic design skills with a portfolio showcasing previous work. - Familiarity with data migration processes and best practices. - Knowledge of web development languages and tools relevant to SharePoint. - Excellent organizational and communication skills, with the ability to work collaboratively with our team. If you are passionate about creating exceptional digital experiences and have the expertise we are looking for, we would love to hear from you. Join us in shaping a modern intranet that empowers our employees and supports our business objectives.

We are looking for a developer or automation specialist to help create an automated workflow for one of our clients. The goal is to automate the process of downloading or extracting a subfolder file structure, including folder names and document names, into an Excel spreadsheet. From that Excel file, the system should then automatically generate a Word document formatted as a table of contents. The ideal solution would minimize manual work and allow the client to repeat this process as needed. We are not yet sure what the best technical approach is, so we are looking for someone who can evaluate the request, confirm feasibility, recommend the right tools or workflow, and build the automation. Experience with Excel, Word, file/folder automation, Microsoft 365, Power Automate, scripting, or document generation is preferred.

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 hands-on, detail-oriented Dynamics 365 ERP Manager on a freelance basis to oversee core product data architecture, system configuration, and data integrity. In this role, you will be the functional gatekeeper for how our products are defined, structured, and tracked within D365, ensuring seamless operational execution from initial part setup through to final reporting. The ideal candidate has deep expertise in standardizing master data, managing complex product configurations, and supporting cross-functional teams through product lifecycles. Key Responsibilities - Product & Part Setup: Own the end-to-end creation and maintenance of master data, including items, bills of materials (BOMs), routes, and specific product variants. - Configuration Management: Define and manage product configuration models, ensuring pricing, constraints, and attribute logic flow correctly through the system. - Lifecycle Support: Assist technical and business teams through product lifecycle states, managing data migrations, validation tracking, and environment readiness (Sandbox to Production). - Reporting & Analytics: Design, generate, and maintain functional ERP reports and data views to monitor data health, tracking variances, and operational KPIs. Required Qualifications & Skills - D365 Expertise: 3+ years of direct functional experience configuring and managing Dynamics 365 Finance & Operations (specifically Product Information Management and Supply Chain modules). - Data Integrity: Exceptional understanding of relational data structures, ERP data migration practices, and master data governance. - Lifecycle Management: Direct experience managing item lifecycle states, engineering change management, or product releases within an ERP environment. - Technical Literacy: Proficient with data management frameworks (DIXF/DMF) in D365; strong SQL skills or experience with Power BI for ERP reporting is highly preferred. - Execution Focus: A self-starter who can interpret business requirements and translate them into clean, precise system configurations with minimal supervision.

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.