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Custom Microsoft dashboards and Power Platform workflows

Custom Microsoft dashboards & personalised Power Platform workflows

We build custom Power Platform dashboards and automated user views tailored for each team member—giving founders, project directors, and delivery leads instant visibility without third-party software fees.

Request a private briefingStart with the audit sprint

Personalised dashboards for every role

Different roles require different information. A project director needs high-level milestone progress and exception alerts; a document controller needs approval queues; a finance lead needs purchase order tracking. We design custom Microsoft Power Platform and Power BI dashboards personalised for each team member.

  • Executive summary dashboards tracking key project milestones and RAID status.
  • Personalised user views highlighting open actions, upcoming deadlines, and pending approvals.
  • Automated Power Automate flows connecting SharePoint lists, Teams alerts, and Outlook notifications.
  • Live document status registers built directly into your SharePoint environment.

Built inside your Microsoft 365 tenant

Because everything is built natively within your existing Microsoft 365 environment, your data remains secure, compliant, and under your direct control—with no recurring third-party software subscriptions.

Continuous maintenance and customization

As your project scope evolves, we update dashboard views, refine tracking fields, and add automated workflows under your monthly retainer.

Good fit

Use Attenta Partners when project-office work needs a named owner.

  • Founders and directors who want real-time visibility over open actions, RAID items, and milestone progress.
  • Delivery leads tired of hunting across multiple spreadsheets to assemble weekly progress reports.
  • Organisations wanting to leverage their existing Microsoft 365 subscriptions without buying expensive extra SaaS licenses.

Boundaries

Keep the boundaries clear.

  • Over-engineered custom software projects taking months to build.
  • Off-the-shelf SaaS tools that force your team into rigid workflows.
  • Static reporting without live data connections.

FAQ

Clear answers about scope and fit.

Do we need extra software licenses for custom Microsoft dashboards?

In most cases, no. We build custom dashboards using your existing Microsoft 365, SharePoint, and Power Platform licenses.

Can each user have a personalised dashboard view?

Yes. We tailor dashboard views based on individual user roles, showing each person only the actions, documents, and reports relevant to their work.

How long does it take to deploy a custom dashboard?

Initial dashboard views can be configured and deployed within days as part of our Operations Audit and Setup Sprint.