Custom Microsoft Dashboards & Power Platform Workflows

Custom Microsoft dashboards and Power Platform workflows

When an action list, approval queue or report input is spread across spreadsheets and inboxes, we can design a focused dashboard or workflow in your Microsoft environment. The aim is to make one agreed process easier to see and manage, not to replace every system your business uses.

Email us about this service Start with the audit sprint

Choose one workflow worth making clearer

We start with the person who owns the process and the question they need to answer. A project director might need overdue actions and exceptions before a review; a document controller might need the next approvals; a finance coordinator might need invoices awaiting an owner. We map the source, fields, owner and review route before designing the view.

A review view for open actions, due dates and named owners from an agreed list.
An exception view for risks, issues or milestones that meet agreed criteria.
A simple Power Automate reminder or notification where the trigger and recipient are approved.
A SharePoint register for document status, approvals or recurring reporting inputs.

Build within the access and licensing you have

We work with the Microsoft services, data sources and permissions your organisation approves. Before build, we check which lists, connectors and licences are available and whether the chosen workflow is suitable. A dashboard can show only the data it is given, so source ownership and data quality remain part of the client’s operating routine.

Review the first version before extending it

We test the first version with the people who will use it, check whether it supports the agreed review, then make only the changes that are useful. Any new data connection, notification audience or permission change is discussed with the process owner and authorised administrator before it is introduced.

Good fit

Who this service can help.

Founders and directors who need a clearer view of agreed actions, risks or milestones.
Delivery leads repeatedly combining the same spreadsheet or SharePoint list information for a weekly review.
Teams that want to test a defined Microsoft-based workflow before considering a larger system change.

Boundaries

Keep the boundaries clear.

A request for a large, end-to-end enterprise platform.
Automating a process before its owner, data and review steps are agreed.
Replacing specialist finance, planning or operational systems without a separate technical assessment.

FAQ

Clear answers about scope and fit.

Do we need extra software licenses for custom Microsoft dashboards?

It depends on the Microsoft services, connectors and features the workflow needs. We check the client’s existing licences during discovery and identify any decision for the client before build; we do not assume that every requirement is covered.

Can each user have a personalised dashboard view?

Where the client’s Microsoft permissions and data structure allow it, we can design views for different roles. Access to the underlying data remains subject to the client’s approved permissions and administrator review.

How long does it take to deploy a custom dashboard?

Timing depends on the source data, permissions, licences, process decisions and testing. We start with a small, agreed workflow and set a delivery plan after discovery rather than promising a standard deployment time.