Business Process Automation Using Microsoft 365 — Workflow Automation & Productivity

It is a fixed-price Microsoft 365 implementation service that plans, designs, and implements business process automation scenarios using built-in tools such as Power Automate, Power Apps, SharePoint Online, and Microsoft Forms. Typical outcomes include fewer repetitive manual tasks, faster approvals and notifications, and more consistent, standardized processes across departments.

This service includes planning, design, implementation, testing, issue verification, and project closure for selected business process automation scenarios. Stated deliverables include SharePoint approval workflows with email notifications and an Approvals Center, time and location tracking that logs to Excel, real-time sales lead notifications from Dynamics 365 or Salesforce, alerts for negative social media posts, streamlined user creation and approval processes, and a statement of work and development plan.

The development control phase may vary depending on your needs, so the exact schedule should be confirmed during the kickoff meeting and statement of work planning.

Business Process Automation Using Built-in Microsoft 365 Tools and Services is managed by Roman Sotnik. During the engagement, the client is expected to designate a dedicated point of contact to collaborate with IT Partner and keep decisions, access, and approvals moving.

You must have an appropriate Microsoft 365 subscription or be prepared to purchase one. Because the service uses Microsoft 365 tools and services, IT Partner should confirm during scoping whether your current subscription supports the specific automation scenarios you want to implement.

Yes, SharePoint approval workflows for new SharePoint items are included in the stated scope. These workflows include email notifications and an Approvals Center for easier management, which helps standardize and speed up approval processes.

Yes, the service includes deployment of time and location tracking that can be triggered with a single button tap. The stated deliverable logs the captured data directly to an Excel table, helping reduce manual data entry and improve reporting consistency.

Yes, real-time notifications for new sales leads are part of the service scope. The listed sources are Dynamics 365 or Salesforce, so the exact setup should be confirmed during planning based on your current sales platform and access requirements.

The service can set up alerts for negative social media posts where the platform's current connectors and API terms support it — for example X (formerly Twitter) or Facebook. Social platform APIs change frequently, so feasibility, alerting rules, and any premium connector licensing are confirmed in the statement of work.

No downtime is expected. Automations are built and tested alongside your existing Microsoft 365 services, and any change that could affect users — such as enabling a new approval flow — is reviewed with you during implementation and testing before it goes live.

Licensing, third-party costs, custom development beyond the stated deliverables, data migration, and remediation of unrelated tenant issues are not included unless explicitly added to the statement of work. 24/7 support, continuous monitoring, production support, managed services, and ongoing maintenance after project closure are optional extra-cost add-ons delivered through IT Partner's NOC, third-party support partnerships, and Microsoft support escalation channels.

No. The $1,500 per project price covers the automation implementation work only. Microsoft 365, Power Platform, Dynamics 365, Salesforce, and any third-party subscription or connector licensing are purchased separately, and IT Partner can advise on the licensing your chosen scenarios require.