You will get Power BI dashboards embedded in SharePoint with monitoring
Rising Talent
Project details
You will get Power BI reports professionally embedded in SharePoint Online with enterprise-grade monitoring and automated alerting. With experience across Power BI, SharePoint, and Power Automate, I deliver solutions that don't just display dashboards — they keep them healthy and running.
The custom SPFx web part handles AAD token management, dynamic filtering, and real-time connection status — far beyond what a basic iframe embed offers. Your users get seamless, secure access to reports directly within SharePoint pages.
What sets this apart: every deployment includes my PowerShell health check pipeline. Six diagnostic scripts continuously audit refresh status, gateway connectivity, permissions, RLS configuration, embed tokens, and dataset sizes. You get color-coded HTML reports showing exactly what's healthy and what needs attention.
Advanced tier adds Power Automate flows for automated alerts when refreshes fail, data thresholds are breached, or reports need attention — plus scheduled PDF distribution so stakeholders get reports in their inbox without logging into SharePoint. Full troubleshooting playbook with 13 documented issues included.
The custom SPFx web part handles AAD token management, dynamic filtering, and real-time connection status — far beyond what a basic iframe embed offers. Your users get seamless, secure access to reports directly within SharePoint pages.
What sets this apart: every deployment includes my PowerShell health check pipeline. Six diagnostic scripts continuously audit refresh status, gateway connectivity, permissions, RLS configuration, embed tokens, and dataset sizes. You get color-coded HTML reports showing exactly what's healthy and what needs attention.
Advanced tier adds Power Automate flows for automated alerts when refreshes fail, data thresholds are breached, or reports need attention — plus scheduled PDF distribution so stakeholders get reports in their inbox without logging into SharePoint. Full troubleshooting playbook with 13 documented issues included.
Programming Languages
ASP.NET, C#What's included
| Service Tiers |
Starter
$300
|
Standard
$600
|
Advanced
$1,200
|
|---|---|---|---|
| Delivery Time | 2 days | 3 days | 5 days |
Number of Revisions | 1 | 2 | 3 |
Number of Pages | 1 | 3 | 5 |
Design Customization | - | ||
Content Upload | - | - | |
Responsive Design | - | ||
Source Code |
Frequently asked questions
About Derek
Microsoft AI + Copilot Studio Developer | Agents, Power Automate, RAG
Miami, United States - 12:16 pm local time
Recent work:
Copilot Studio + M365 Agents SDK — Support-desk agents with SharePoint citations + sentiment-based escalation. Leasing-inbox agent that classifies 9 intents, resolves unit/property context so rent numbers come from real data (never hallucinated), and gates Fair Housing Act-sensitive replies through a pre-send content check. Import-ready Copilot Studio topic YAML + Power Automate flow scaffolds.
AI agents + LLM ops — Production-shape Claude Agent SDK reference (coordinator + 4 tools + memory + grader). RAG with citation-first answers + query-aware re-ranker + golden eval set. M365 audit MCP server (Claude Desktop / Cursor / any MCP client). Versioned prompt registry with A/B variants + eval-gated promotion. Runtime LLM observability across Anthropic + OpenAI + Azure OpenAI.
Power Platform + M365 — Multi-entity Power BI / Fabric rollups that catch unmapped accounts before close week. SharePoint intranets provisioned from a single JSON definition (hub sites, 50+ SPFx components, PnP scripts). Client-matter document management for professional services firms (3-step approval + retry + DLQ). HIPAA-aware healthcare M365 migrations with an 8-check config gate + CFR citations + Copilot PHI leakage evaluator.
Automation + integration — Scheduled Power Automate syncs with idempotent dedupe + dead-letter queue. Outlook / Copilot email sorting via Graph webhook OR client-side rules XML. IMAP inbox triage with template + Claude drafters. Structured PDF extraction with per-field confidence + review queue. Meeting transcript → Linear / Jira / Notion action items.
Delivery kits — Discovery questionnaire + SOW templates. HLD template for delivery engineers. Handover pack with runbook + Loom script + go-live checklist. Every M365 engagement uses these.
My featured product — DocuChat — RAG platform on Azure AI Search with hybrid vector + keyword retrieval and real-time streaming.
How I work: Every project ships with pytest + golden evals + GitHub Actions CI + a live Pages demo. Stub-by-default so the code runs without your credentials during review, plus a documented Graph / Copilot / API swap point for production. Portfolio has 25 runnable kits on GitHub — every one has a live demo you can click into before signing anything.
Verticals I've delivered for: healthcare (HIPAA + Purview), accounting firms (client-matter management), property leasing (Fair Housing Act compliance), professional services, real estate.
If you have a Copilot Studio agent, Power Automate flow, RAG deployment, MCP server, or M365 migration on your roadmap and want a partner who ships production-shape code with tests + docs (not slides), let's talk.
Steps for completing your project
After purchasing the project, send requirements so Derek can start the project.
Delivery time starts when Derek receives requirements from you.
Derek works on your project following the steps below.
Revisions may occur after the delivery date.
Discovery call — review reports, workspace setup, and access requirements
Azure AD app registration and API permissions configuration