Custom Microsoft 365 Business Apps — Process Automation
This service helps organizations design and implement custom business apps and process automation using Microsoft 365 services and related integrations. It is for clients that want to streamline workflows, reduce manual work, improve information processing, and connect workplace systems such as SharePoint, Teams, Exchange Online, Dynamics 365, and more.
What this engagement is
Business Process Automation helps organizations streamline workflows, improve work quality, and reduce costs by replacing repetitive manual tasks with digital processes. This implementation service uses Microsoft services such as Power Apps, Power Automate (formerly Microsoft Flow), SharePoint Online, Exchange Online, Dynamics 365, and Power BI. It is also possible to connect other services where supported connectors are available. IT Partner works with the client to create a statement of work, design a development plan, engineer tailored solutions if needed, create user-friendly instructions, and provide ongoing solution support after implementation.
Success criteria
What you receive
How the work unfolds
Align on goals, stakeholders, responsibilities, and the information needed for the statement of work.
Create the statement of work with your staff and design the development plan that will guide the build.
Build the agreed apps and automations; the timeframe varies with the scope defined in the development plan.
Deploy the solution to your Microsoft 365 environment and test it against the agreed requirements.
Verify reported issues and fix them within the agreed scope.
Review deliverables with your team, complete acceptance, and hand over the user instructions.
Prerequisites
Who does what
IT Partner
- Create the statement of work with Client staff.
- Design a development plan.
- Engineer tailored solutions if needed.
- Create user-friendly instructions.
- Provide ongoing solution support after implementation.
Your team
- Coordinate resources and staff schedules.
- Provide a dedicated point of contact responsible for working with IT Partner.
- Provide all the necessary information for the statement of work preparation.
- Grant necessary service account access and rights for implementation.
- Coordinate any outside vendor resources and schedules.
- Configure network equipment such as load balancers, routers, firewalls, and switches.
- Review and approve engagement deliverables in a timely manner.
- Request and approve all change management tickets (if applicable) in the Client environment.
What's not included
Limitations & technical notes
Frequently asked questions
What is the Custom Business Apps and Process Automation service?
This service helps organizations design and implement custom business apps and process automation using Microsoft 365 services and related integrations. It is intended to streamline workflows, reduce manual work, improve information processing, and connect workplace systems such as SharePoint, Teams, Exchange Online, Dynamics 365, Power BI, Power Apps, and Power Automate.
Which Microsoft 365 tools can be used in this service?
The service can use Microsoft services such as Power Apps, Power Automate, SharePoint Online, Exchange Online, Dynamics 365, and Power BI. The exact tools depend on the workflow, data sources, and business requirements defined in the statement of work.
Can this service connect Microsoft 365 with external services?
Yes — where a supported connector or API is available, the solution can integrate external platforms alongside Microsoft 365. Specific integrations are confirmed during scoping, because connector availability, licensing, permissions, and technical constraints vary by platform.
What types of business problems is this service designed to solve?
This service is designed for organizations that want to reduce repetitive manual work, improve workflow quality, and digitize business processes. Examples may include automating approvals, improving information routing, connecting Microsoft 365 services, or building tailored apps to support internal processes, depending on the agreed statement of work.
What is included in the engagement?
The engagement includes a kickoff meeting, creation of a statement of work with client staff, a development plan, managed development, implementation and testing, issue verification and fixes if needed, and project closure and acceptance. IT Partner may also engineer tailored solutions, create user-friendly instructions, and provide ongoing solution support after implementation.
What is not included in this service?
Licenses, subscriptions, and staff training are not included in this service. Clients must have the appropriate Microsoft 365 subscription or be prepared to purchase it, and any formal training needs should be discussed separately with IT Partner.
How much does this service cost?
The service is billed at $175 per hour. Because the development timeframe varies with scope, the total effort — and therefore the total cost — is confirmed after the statement of work and development plan are prepared, and quoted in writing before work begins.
How long does the service take?
The listed duration is 7 days for a typical engagement, but the development timeframe varies with scope. IT Partner creates a development plan during the engagement so the expected schedule is aligned with the agreed statement of work.
What does the client need before starting this service?
The client must have an appropriate Microsoft 365 subscription or be prepared to purchase one. The client should also be ready to provide business requirements, assign a dedicated point of contact, coordinate staff schedules, and grant the access rights needed for implementation.
What responsibilities remain with the client?
The client is responsible for coordinating resources and staff schedules, assigning a dedicated point of contact, providing information needed for the statement of work, granting required service account access and rights, and coordinating outside vendors when applicable. The client also handles network equipment configuration, reviews and approves deliverables, and requests or approves change management tickets if required in the client environment.
Will this service cause downtime or business disruption?
No standard downtime window is needed — custom apps and automations are built and tested alongside your production environment. Any change with potential user impact, such as switching a live process to a new flow, is scheduled with you before rollout.
What happens after the implementation is completed?
After implementation, IT Partner completes testing, verifies and fixes issues if any, and proceeds with project closure and acceptance. The service also includes ongoing solution support after implementation, but the specific support terms should be confirmed with IT Partner.