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Microsoft 365 Operations Workflow Consultant (SharePoint + Teams + Excel + Power Automate) Description: I run a smalllogistics company and I’m looking for an expert who can design a simple, reliable operational control system inside Microsoft 365 using the tools we already have available example (Teams, SharePoint, Outlook, OneDrive, Excel, Planner). I am NOT looking for a custom built application or heavy development. I want something clean, lightweight and easy for my team to use. The goals: • One place where I can see what’s going on in the business • Clear task ownership (who is doing what) • A simple structure to track new jobs, tasks, calls, shared inbox items, documents, vehicle maintenance, timesheets , taffiff spreadsheets, quote spreadsheets and basic KPIs • Reduce mental load by removing scattered information across emails, calls, WhatsApp and spreadsheets • Keep everything inside the Microsoft environment What you should be skilled in: • SharePoint Lists (for structured data) • Microsoft Teams integration • Power Automate (light, practical automations only) • Outlook shared mailbox workflows • Excel (advanced tables, macros,formulas, dashboards) • Understanding small business operations • Creating simple systems, not over-engineered solutions What I’m looking for: • Someone who can propose the cleanest design • Practical solutions (not heavy coding, not Power Apps unless essential) • Something my team will actually use • A clear, maintainable structure no dependency on custom systems • Good communication and simple explanations If you specialise in Microsoft 365 workflows and can help build a clear operational control setup without unnecessary complexity, I’d like to talk. Please send: • Examples of similar systems you’ve built • Your approach to keeping things simple • Your availability Thanks Paul
Projekt-ID: 40256880
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59 freelancere byder i gennemsnit £204 GBP på dette job

As an experienced developer with a specialization in full stack and a background in top companies such as Metlife GOSC, DXC Technologies, and Elite Services, I firmly believe I have the skills you're looking for. Firstly, a large portion of my work has involved Excel and its advanced functionalities including tables, macros, formulas, and dashboards - which directly aligns with your business needs for task management and data organization. Moreover, I am well-versed in SharePoint lists, Microsoft Teams integration, Outlook shared mailbox workflows, Power Automate (for light but practical automations), and importantly, I understand small business operations. This extensive knowledge base ensures I can create solutions that leverage your existing tools like Teams, SharePoint, Outlook while optimizing them to build a streamlined operational control system for your logistics company. Finally, what sets me apart is my commitment to keeping things simple. I have always emphasized on practical solutions over complex coding or dependent custom systems. With a clear maintenance structure in mind that aligns perfectly with your requirements of lightweight, efficient systems which are easy to use for your team; you can trust me to bring your vision to life inside the Microsoft environment. Let's connect soon to discuss the scope of the project in detail!
£220 GBP på 4 dage
8,6
8,6

Hello I hope you're doing well. I understand you're looking for Microsoft 365 Operational System Setup I am the ideal candidate for your project. I have read the provided job description and I understand what you are looking for. I have over 10+ years of experience Visual Basic, Project Management, Excel, Sharepoint, Microsoft Office, Autotask, Excel Macros, Documentation, Power Automate, Microsoft 365 .Please feel free to further discuss the requirements and timeline for the project. I'd be happy to assist you. I am ready to start right now. ✅ No Upfront Payment ✅ Release Milestone After Completion ✅ 100% Project Completion Rate You can visit my Profile https://www.freelancer.com/u/HiraMahmood4072 Thank you
£100 GBP på 2 dage
6,2
6,2

Hello Paul, I’m an experienced Microsoft 365 consultant and can design a clean, lightweight operational control system for your logistics company using SharePoint, Teams, Outlook, OneDrive, Excel, and Power Automate—without any heavy development or unnecessary complexity. I will create a single hub where your team can track jobs, tasks, calls, shared inbox items, documents, vehicle maintenance, timesheets, quotes, and KPIs, with clear ownership and easy navigation. Using SharePoint Lists for structured data, Teams integration for collaboration, and light Power Automate workflows, I’ll ensure everything stays inside Microsoft 365, is maintainable, and truly usable by your team. My approach focuses on simplicity, clarity, and practical solutions that reduce scattered information and mental load, while providing dashboards and reports in Excel to monitor operations at a glance. I’ve built similar operational systems for small businesses and can provide examples, along with a step-by-step plan to implement a reliable workflow quickly. Regards, Zafar
£250 GBP på 5 dage
6,2
6,2

Paul, As a Certified Microsoft 365 partner, I can design a lightweight operational control system using SharePoint Lists, Teams, Outlook and Power Automate to give you one clear view of jobs, tasks, calls, shared inbox items, documents, vehicles, timesheets and KPIs, without heavy coding or custom apps. I propose: SharePoint-based job, task and maintenance registers with Excel dashboards for tariffs, quotes and KPIs Teams-centric collaboration with channel structure mapped to core processes Outlook shared mailbox rules and Power Automate flows to triage emails into actionable tasks. Q) Which processes cause you the most “mental load” today, and how many users will work daily in this system? I’d be glad to set this up seamlessly for your logistics team and keep it simple, maintainable and fully inside Microsoft 365. Regards Sahanaj
£1.000 GBP på 15 dage
6,1
6,1

Hi there, I’m ready to start immediately and will help you design a clean operational control system using Microsoft 365 tools. I’ll set up SharePoint Lists for structured data, integrate Teams for communication, and use Power Automate for light automations. I’ve built similar systems for logistics companies that streamlined their operations effectively. What specific KPIs do you want to track in the dashboard? Regards, Burhan Ahmad
£2.500 GBP på 40 dage
5,5
5,5

As an AI-driven ERP & CRM expert, I am uniquely positioned to provide you with a clean, lightweight and effective operational control system that leverages the full power of Microsoft 365. My skilled knowledge in Excel and Microsoft 365, combined with Power Automate and SharePoint, will enable me to create a system that perfectly aligns with your unique business needs. I believe in simplicity and prioritizing practical solutions over unnecessary complexity. Take a look at my portfolio where you'll see examples of other similar systems I've built for clients. My approach? To keep it simple! And that's what makes my systems easily maintainable. I'll create a structure that centralizes all your business information - from new jobs, tasks, calls to shared inbox items - leaving no room for scattered data across emails, calls or spreadsheets. That's not all; I've worked extensively on understanding small business operations and embedding them effectively into scalable digital solutions. By choosing me for this project, you'd be welcoming seamless communication, transparent progress tracking/milestone-based delivery plus a high-quality tailored solution freeing up space for what's crucial - running your business smoothly.
£200 GBP på 7 dage
5,5
5,5

Greeting! We can design a clean, lightweight Microsoft 365 operations system that gives you one clear view of your logistics business without heavy development. Our team of 62 professionals has over 9 years of experience streamlining small-business workflows using SharePoint, Teams, Excel, and Power Automate. Here's how we can help: * Design a central SharePoint hub with structured Lists for jobs, tasks, vehicles, timesheets, tariffs, quotes, and KPIs * Integrate Microsoft Teams for clear task ownership, status visibility, and daily operations flow * Build practical Power Automate flows (alerts, job intake, shared mailbox routing) without over-engineering * Create Excel dashboards for live KPIs and operational visibility * Set up Outlook shared mailbox workflows to reduce email chaos * Deliver a simple, documented structure your team will actually adopt Our approach focuses on clarity first: minimal automation, strong data structure, and intuitive navigation to reduce mental load. Availability: can start immediately; typical initial build 2–3 weeks. Could you share your team size and which process currently causes the most friction (jobs, inbox, timesheets, etc.)? Also, are you already using any SharePoint Lists or starting fresh? We’re ready to build a practical control system that keeps everything inside Microsoft 365 and easy to maintain.
£135 GBP på 7 dage
5,4
5,4

Hi there, I'm a Microsoft 365 Engineer with 7 years of hands on experience. I would like to assist you in this. Please let me know a good time if we can discuss. Thanks !
£200 GBP på 3 dage
5,1
5,1

Hi Paul, I am an experienced Microsoft 365 consultant with a strong background in designing user-friendly operational systems using SharePoint, Teams, Excel, and Power Automate. I understand the importance of streamlining workflows, particularly for small logistics companies like yours, and can help you create a clean and effective control system that keeps your team organized while minimizing mental load. My focus is on practical solutions tailored specifically to your needs, ensuring that the system is both simple and functional for everyday use. I would love to discuss how we can enhance your operational efficiency within Microsoft 365.
£135 GBP på 7 dage
4,7
4,7

Hi there, I understand you need a clean, lightweight Microsoft 365 operational control system (Teams, SharePoint, Outlook, OneDrive, Excel, Power Automate). I’ve built similar small-business M365 workflows and can design a maintainable system your team will adopt confidently. - Deliverable 1: SharePoint structure and Lists for jobs, tasks, vehicle maintenance, timesheets and quotes with column schemas and views. - Deliverable 2: Teams channels, Planner/Planner integration, shared mailbox workflow and Power Automate flows for routing emails, task creation and notifications (light automations, rollback/testing plan). - Deliverable 3: Excel dashboards + templates (KPIs, quote and tariff spreadsheets) with formulas/macros and a simple Power Automate refresh schedule. Optional: quick user guide and admin handover. Skills: ✅ SharePoint Lists ✅ Microsoft 365 (Teams, Outlook, OneDrive) ✅ Power Automate workflows and testing ✅ Deployment / Teams & Planner integration ✅ Security, permissions, auditing and maintainability ✅ Excel tables, formulas, macros and dashboarding Certificates: ✅ Microsoft® Certified: MCSA | MCSE | MCT ✅ cPanel® & WHM Certified CWSA-2 I can start immediately, deliver a phased plan with staging, testing and minimal downtime, and provide a concise admin/user handover. Which three operational tasks (e.g., job assignment, shared inbox triage, vehicle checks) cause the most daily friction for your team right now? Best regards,
£150 GBP på 3 dage
4,2
4,2

Greetings, It looks like you're seeking to streamline your logistics company’s operations using Microsoft 365 tools like Teams, SharePoint, and Excel. I can help you create a straightforward and efficient operational control system that gathers all your essential information in one place. My approach would involve using SharePoint Lists for structured data, integrating Microsoft Teams for communication, and leveraging Power Automate for light automations to improve workflow without complicating things. I’ve designed similar systems for small businesses, focusing on user-friendly solutions that promote clear task ownership and reduce information overload. I prioritize simplicity and clarity, ensuring that your team can easily adapt and maintain the system without feeling overwhelmed. Best regards, Mehran Riaz
£200 GBP på 5 dage
4,3
4,3

Hello Paul, I am interested in this opportunity and have 15+ years of experience in the Microsoft ecosystem. I have Strong hands-on experience with SharePoint Lists, Teams-based operations, Power Automate, Outlook shared mailboxes, and Excel reporting. I’ve built similar lightweight operational control systems for small and mid-sized businesses inside Microsoft 365. My Approach: 1. Review your current use of Teams, SharePoint, Outlook, Excel, and Planner to understand gaps and duplication. 2. Design a single operational structure using SharePoint Lists as the backbone (jobs, tasks, vehicles, timesheets, KPIs). 3. Embed everything neatly inside Microsoft Teams so the team works from one place. 4. Use light Power Automate flows only where they remove manual effort (notifications, status updates, shared inbox handling). 5. Standardize Excel files (quotes, tariffs, KPIs) with clean tables and simple dashboards—no over-engineering. 6. Deliver a setup that’s easy to maintain, well-documented, and doesn’t rely on custom apps or complex code. Happy to share examples, walk through a simple design idea, and discuss availability. Looking forward to your response. Best regards, Samira
£200 GBP på 7 dage
4,4
4,4

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. My proficiency extends to customization on SharePoint Server 2010/2013/2019 using Visual Studio C#, as well as implementing applications in ASP.NET with SQL Server Database integration. I also possess knowledge of Nintex Workflow, which further enhances my capabilities in workflow automation. 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
£250 GBP på 7 dage
4,7
4,7

Hello Paul, I specialize in Microsoft 365 operational workflows and built and customized large scale control systems for small logistics and service companies using only SharePoint Lists Teams Excel and Power Automate. The main challenge here is pulling all your scattered information from emails WhatsApp spreadsheets and calls into one clean dashboard without overcomplicating things for your team. I am certified in SharePoint and Power Automate development and I will solve this by building everything on SharePoint Lists as the central hub with simple Excel dashboards for KPIs and light automations to reduce manual work. Few things I wanted to check with you, how many people on your team will use this daily and do they all have Microsoft 365 licenses? Are your current tariff and quote spreadsheets in Excel already or mixed formats? Also for vehicle maintenance tracking do you need automated reminders based on mileage or just date based schedules? This will help me propose the cleanest structure that your team will actually enjoy using from day one. Best regards, Dev S.
£250 GBP på 4 dage
4,3
4,3

Dear Paul, I am a Microsoft 365 Operations Workflow Consultant with expertise in SharePoint, Teams, Excel, and Power Automate. I understand your need for a streamlined operational control system within Microsoft 365 for your logistics company. My approach focuses on creating a simple, user-friendly solution that centralizes tasks, documents, and communication while enhancing efficiency. With experience in SharePoint Lists, Teams integration, Power Automate, and Excel, I can design a structured system tailored to your business needs. I prioritize practical solutions over heavy coding, ensuring easy adoption by your team. Clear communication and a maintainable structure are key aspects of my work. I invite you to review my past projects, approach to simplicity, and availability. Let's discuss how I can help build a functional and straightforward operational system for your business. Best regards,
£20 GBP på 7 dage
4,0
4,0

Paul, I've got to say, your project description really spoke to me - that resonates with my work ethics! I'm Farooq, an accomplished Network and System Engineer with over a decade's experience working with various Microsoft tools, including SharePoint and Excel. I've had the privilege of designing operational control systems for many small businesses like yours, leveraging the tools you have readily available to create clean, lightweight systems. I'm skilled in Power Automate and Outlook shared mailbox workflows which will help us facilitate seamless tracking of your tasks and activities. In conclusion, Paul, going through your project description, we're a match made in 365 heaven! A combination of my technical expertise specifically with SharePointLists, Outlook shared mailbox workflows and Excel alongside my ability to create clean yet practical solutions align perfectly with your requirements. With me on this task, you can be confident that not only will we leverage Microsoft's full potential but also simplify the way your team operates without over-engineered solutions. Ready to take charge of this powerful operational transformation? Let's talk!
£200 GBP på 5 dage
4,0
4,0

Hello there, I hope you’re doing well. I’m genuinely interested in supporting your needs. I bring over 15 years of experience in IT and technical operations, specializing in: Troubleshooting Windows, macOS, Office 365, WordPress, VMs, RDP, Google Workspace, and cloud applications Creative and productivity tools: Adobe Suite, Outlook, CapCut, and other media-related apps Automation: Power Automate, Power BI, workflow optimization, and media transcoding pipelines Content & media: Subtitles, dubbing, voice-over, transcription, video editing, audio editing/mixing, and motion graphics Please contact me via messages to discuss your project.
£200 GBP på 7 dage
3,8
3,8

With your Microsoft 365 Operational System Setup, you need a seasoned professional who understands the power of simplicity; you need me, Hassan. I've worked with clients across different industries, helping them maximize the potential of Microsoft 365 to create clean and lightweight systems - precisely what you need. My proficiency in SharePoint Lists, Microsoft Teams integration, Power Automate, Outlook shared mailbox workflows, and Excel (advanced tables, macros, formulas, dashboards) allows me to design a straightforward structure that reflects your business's unique needs. Being an expert in small business operations also ensures I provide practical solutions suited for your company. In addition to my excellent technical proficiencies in the Microsoft environment, I prioritize communication and simplicity throughout every project. I don't just build systems; I help teams adopt them effectively. As my previous clients will testify, I employ simple explanations and understand the value of maintainable structures without dependency on custom solutions - saving you time and needless stress while uplifting your team's productivity. Let’s get started creating a system that reflects all your objectives!
£200 GBP på 5 dage
3,2
3,2

Hi Paul, i am working professional in the power apps, SharePoint and power automation, please initiate a inbox so we can discuss better on this.
£250 GBP på 7 dage
3,6
3,6

I'm excited after reviewing your project details! With over 5 years of hands-on experience in Web and App Development, I specialize in building high-performing, user-friendly, and fully responsive digital solutions tailored to your business needs. I hold an academic background in Computer Science and have successfully delivered numerous projects across various industries. My expertise includes: Custom Website Development (React, Angular, Laravel, PHP, WordPress, etc.) Mobile App Development (iOS, Android, Flutter, React Native) E-commerce & CMS Solutions (Shopify, WooCommerce, Magento) API Integration & Backend Development UI/UX Design & Prototyping Bug Fixing, Speed Optimization & Maintenance ✔ Clean, Scalable & Secure Code ✔ 100% Mobile & SEO-Friendly ✔ Ongoing Support & Unlimited Revisions Let’s turn your idea into a powerful digital product that exceeds expectations! Check my profile: https://www.freelancer.com/u/QuickMentor Looking forward to working with you!
£120 GBP på 7 dage
4,1
4,1

coventry, United Kingdom
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Medlem siden jul. 25, 2014
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