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Microsoft Power Platform & SharePoint

Power Apps · Power Automate · Power BI · SharePoint · Copilot

Our experienced Microsoft Power Platform team helps enterprises unlock the full value of their Microsoft 365 investment. We design and deliver custom Power Apps (canvas and model-driven), Power Automate workflows and RPA, Power BI dashboards, SharePoint Online intranets, and Microsoft Copilot AI integrations — all natively connected to Teams, Outlook, Dataverse, and Dynamics 365. Whether you're starting from scratch, migrating from legacy SharePoint or InfoPath, or building a Center of Excellence — our team brings deep, hands-on Microsoft expertise to deliver measurable business outcomes 10× faster than traditional development.

Overview

Why Choose Our Microsoft Power Platform & SharePoint

01

We are a Microsoft Power Platform specialist team — Power Apps, Power Automate, Power BI, Power Pages, Power Virtual Agents, Copilot Studio, AI Builder, and Dataverse — with deep, hands-on expertise across the full Microsoft stack. Most of our clients already pay for Microsoft 365 licenses but only use 20% of what they're entitled to. We help them unlock the remaining 80% — building custom business apps, automating manual workflows, replacing Excel-based reporting with live Power BI dashboards, and modernizing SharePoint into a true digital workplace.

02

Power Apps lets us build production-grade business applications in days, not months. We deliver canvas apps for mobile-first workflows (field inspections, approvals, surveys, asset tracking), model-driven apps for complex data-centric processes (case management, project tracking, CRM extensions), and Power Pages portals for external customers, partners, and vendors. Every app is built on Dataverse with role-based security, audit logs, and native Microsoft 365 single sign-on — enterprise-grade from day one.

03

Power Automate transforms how your business runs. We build cloud flows that connect 1,000+ systems (SAP, Salesforce, ServiceNow, SharePoint, Outlook, Teams, Dynamics 365, custom APIs) and desktop flows (RPA) that automate repetitive tasks on legacy systems — invoice processing, data entry between disconnected tools, report generation, and approval routing. AI Builder adds intelligence — extract data from invoices, classify documents, detect objects in images, and predict outcomes — all without writing a single line of code.

04

Power BI replaces fragmented Excel reports with live, interactive dashboards. We build enterprise-grade data models on top of your existing systems — SQL Server, Dynamics 365, SharePoint, SAP, Salesforce, Oracle, NetSuite — with row-level security, scheduled refresh, and embedded analytics inside Teams and Power Apps. Executives get the KPIs they need on mobile; analysts get self-service exploration; everyone gets a single source of truth. We also deliver AI-powered insights using natural-language Q&A and Copilot for Power BI.

05

SharePoint Online is the backbone of modern Microsoft workplaces. We design and build communication sites, team sites, and intranets that employees actually use — modern UI, news rollups, document libraries with metadata, automated approval flows, and deep integration with Teams. We also handle complex migrations from SharePoint 2013/2016/2019 on-premise to SharePoint Online, InfoPath form replacement with Power Apps, and legacy Access database modernization. Our migration playbook ensures zero data loss and minimal user disruption.

06

Microsoft Copilot and AI Builder are reshaping how work gets done. We help organizations deploy Microsoft 365 Copilot safely (licensing, governance, prompt engineering, security review), build custom copilots with Copilot Studio for HR, IT, sales and customer support, and embed AI Builder models inside Power Apps and Power Automate for OCR, classification, and prediction. Plus a Center of Excellence (CoE) blueprint — governance, environments, DLP policies, ALM with Azure DevOps, and citizen developer enablement — so your Power Platform adoption scales safely across the whole organization.

What We Offer

Key Capabilities

Explore the core features and capabilities of our microsoft power platform & sharepoint services.

Power Apps — Canvas & Model-Driven

Build production-grade business apps in days. Canvas apps for mobile field workflows (inspections, approvals, surveys, asset tracking) and model-driven apps for data-centric processes (case management, project tracking, CRM extensions). Native Dataverse integration, role-based security, and Microsoft 365 single sign-on out of the box.

Power Automate — Cloud Flows & RPA

Automate any business process. Cloud flows connect 1,000+ systems (SAP, Salesforce, ServiceNow, custom APIs) and desktop flows (RPA) automate repetitive work on legacy systems — invoice processing, data entry, report generation. AI Builder adds OCR, classification, and prediction with zero code.

Power BI — Dashboards & Analytics

Enterprise dashboards on top of SQL Server, Dynamics 365, SharePoint, SAP, Salesforce, Oracle, NetSuite, and more. Row-level security, scheduled refresh, mobile-first design, embedded analytics inside Teams and Power Apps, and Copilot for Power BI for natural-language Q&A.

SharePoint Online — Intranet & Document Management

Modern communication sites, team sites, and intranets — with news rollups, document libraries, metadata, version control, approval workflows, and deep Teams integration. We design the information architecture, build sites employees actually use, and replace legacy file shares for good.

Dataverse & Custom Data Models

Design and build Dataverse data models — tables, relationships, business rules, calculated fields, and roll-up logic — that power Power Apps, Power Automate, Dynamics 365, and Copilot. Enterprise-grade security, audit trails, and seamless governance across your entire data estate.

Microsoft Copilot & AI Builder

Deploy Microsoft 365 Copilot safely (licensing, governance, prompt engineering, security review). Build custom copilots with Copilot Studio for HR, IT, sales, and support. Embed AI Builder models inside Power Apps and Power Automate for OCR, sentiment, classification, and prediction.

Microsoft Teams Integration

Embed Power Apps as Teams tabs and personal apps, deliver Power BI dashboards inside Teams, route Power Automate approvals to Teams chats, and build Teams bots with Copilot Studio. Employees stay in Teams; we bring every app to them.

Custom Connectors & API Integration

Connect Power Platform to anything — legacy ERPs, internal APIs, third-party SaaS, on-premise databases. We build production-ready custom connectors, configure on-premises data gateways, and design hybrid architectures that bridge cloud and on-prem securely.

Legacy Modernization & Migration

Migrate SharePoint 2013 / 2016 / 2019 on-premise to SharePoint Online, replace InfoPath forms with Power Apps, modernize Microsoft Access databases into Dataverse, and retire Excel-driven processes. Zero data loss, minimal disruption, full audit trail.

Governance & Center of Excellence (CoE)

Deploy the Microsoft CoE Starter Kit, define environment strategy, DLP policies, naming conventions, ALM with Azure DevOps / GitHub, and citizen developer enablement programs. Scale Power Platform safely across thousands of users without IT losing control.

Training & Adoption Programs

Hands-on training for IT pros, makers (citizen developers), and end users. Custom curriculum for Power Apps, Power Automate, Power BI, SharePoint, and Copilot — delivered on-site or virtually. Includes exam prep guidance and ongoing office hours.

Managed Support & Optimization

Post go-live managed service — proactive monitoring, performance tuning, license optimization, security reviews, monthly enhancements, and a dedicated senior Power Platform engineer assigned to your account. Pay per app, per user, or flat monthly retainer.

Our Solutions

Microsoft Power Platform & SharePoint Solutions

Explore the specific solutions we deliver as part of our microsoft power platform & sharepoint service.

Custom Business Apps with Power Apps

Mobile-first canvas apps for field workers (inspections, surveys, time tracking, expense capture) and model-driven apps for back-office (case management, project tracking, customer onboarding). Replace paper forms, Excel sheets, and disconnected tools with one branded business app.

Canvas AppsModel-DrivenPower PagesMobile-First

Workflow Automation & RPA

Automate approvals, document processing, data sync between systems, employee onboarding, customer notifications, and finance close. Combine cloud flows (modern APIs) with desktop flows (RPA) to automate even legacy systems with no APIs.

Cloud FlowsDesktop RPAAI BuilderApprovals

Enterprise BI & Analytics with Power BI

Sales dashboards, financial reports, operational KPIs, HR analytics, and executive scorecards — built on top of your existing data sources with row-level security. Embedded inside Teams, Power Apps, and SharePoint so insights reach decision-makers where they already work.

DashboardsDAX ModelsRow-Level SecurityEmbedded BI

SharePoint Online Intranet & Digital Workplace

Modern intranets with news rollups, employee directory, policy hubs, learning libraries, and team sites that pull together documents, conversations, and apps. Built mobile-first with Teams integration and SSO.

Modern IntranetDocument MgmtTeams IntegrationSearch

Microsoft Copilot Deployment & Custom Copilots

Roll out Microsoft 365 Copilot to your workforce safely — license planning, prompt engineering, security review, and adoption. Plus build custom copilots with Copilot Studio for HR queries, IT support, sales enablement, and customer service.

M365 CopilotCopilot StudioAI BuilderCustom Agents

Legacy Modernization — SharePoint, InfoPath, Access

Migrate on-premise SharePoint 2013/2016/2019 to SharePoint Online with zero data loss. Replace retired InfoPath forms with modern Power Apps. Modernize aging Microsoft Access databases and Excel-driven processes into governed Dataverse apps.

SharePoint MigrationInfoPath → Power AppsAccess → DataverseExcel Modernization

Center of Excellence (CoE) Setup

Deploy Microsoft's CoE Starter Kit and design governance for environments, DLP policies, naming, ALM with Azure DevOps, and citizen-developer enablement. Scale Power Platform across thousands of users without losing IT control.

CoE KitGovernanceDLPALM

Dynamics 365 Customization & Integration

Extend Dynamics 365 Sales, Customer Service, Field Service, and Business Central with Power Apps and Power Automate. Build custom forms, business rules, and reports. Integrate Dynamics with SAP, Salesforce, or any third-party system.

Dynamics SalesCustomer ServiceBusiness CentralD365 Integration
Industries

Industries We Serve

Our microsoft power platform & sharepoint service helps businesses across different industries — delivering real results and measurable improvements.

Banking, Finance & Insurance

  • Loan approval workflow automation
  • KYC and onboarding apps on Power Apps
  • Regulatory reporting dashboards on Power BI
  • InfoPath claims forms migration

Healthcare & Pharma

  • Patient intake apps with HIPAA-compliant SharePoint
  • Clinical trial document management
  • Hospital KPI dashboards on Power BI
  • Pharmacy stock and approval automation

Manufacturing & Logistics

  • Field inspection apps on Power Apps
  • Production line OEE dashboards
  • Supplier portal on Power Pages
  • Warehouse picking automation with desktop RPA

Retail & E-Commerce

  • Store visit checklists for area managers
  • Daily sales dashboards by store and category
  • Vendor onboarding automation
  • Inventory reconciliation between POS and ERP

Government & Public Sector

  • Citizen service request portals on Power Pages
  • Internal approval workflows on Power Automate
  • Departmental SharePoint intranets
  • Audit and compliance dashboards

Professional Services

  • Project tracking and resource allocation apps
  • Client portals on Power Pages
  • Time-and-expense capture on mobile Power Apps
  • Practice-wide profitability dashboards

Education & Higher Ed

  • Student onboarding and admissions apps
  • Course catalog SharePoint sites
  • Faculty workload dashboards
  • Library and asset booking on Power Apps

Construction & Real Estate

  • Site safety inspection apps
  • Project document control in SharePoint
  • Subcontractor onboarding portals
  • Site progress dashboards on Power BI
Benefits

Why Choose This Service

Build business apps 10× faster than traditional development
Unlock full value from your existing Microsoft 365 licenses
Native integration with Teams, Outlook, SharePoint, Dynamics 365
Enterprise security & compliance built in — Azure AD, DLP, audit logs
Reduce IT backlog by empowering citizen developers safely
Replace Excel reports with live, mobile-friendly Power BI dashboards
Automate 1,000+ systems with cloud flows and RPA
Migrate legacy SharePoint, InfoPath, and Access without data loss
Microsoft Copilot and AI Builder embedded across every product
Typical project ROI realized in 3-6 months
Our Process

How We Deliver

A proven approach to ensure successful project delivery.

Discovery & Microsoft 365 Audit

Audit your existing Microsoft 365, Power Platform, and SharePoint estate. Identify quick wins, license optimization opportunities, and high-impact use cases. Output: prioritized roadmap with ROI estimates per initiative.

Architecture, Licensing & Solution Design

Design environments, data models, security boundaries, and licensing plan (Power Apps per-app vs per-user, Power BI Pro vs Premium, Copilot add-ons). Wireframe apps, dashboards, and flows with your business users.

Build, Test & Deploy

Agile delivery in 2-week sprints. Build Power Apps, Power Automate flows, Power BI reports, SharePoint sites, and custom connectors. UAT with real users, security testing, and phased rollout with Azure DevOps ALM.

Training, CoE & Ongoing Support

Train IT, makers, and end users. Set up Center of Excellence with governance and DLP policies. Hand over with documentation, then continue with managed support, monthly enhancements, and quarterly business reviews.

Why UpgradeNow

Why Choose Us

What makes UpgradeNow AI Technologies the right partner for your microsoft power platform & sharepoint project.

01

Experienced Microsoft Power Platform Team

Our senior engineers have hands-on delivery experience across the full Microsoft stack — Power Apps, Power Automate, Power BI, SharePoint, Dataverse, Dynamics 365, and Azure — with real-world projects in banking, healthcare, manufacturing, government, and retail. You get deep practical expertise built from shipping production solutions, with the agility of a focused boutique team.

02

Full Microsoft Stack — Not Just One Product

Most consultancies do Power BI OR SharePoint OR Power Apps. We do all of them — and the AI layer on top with Copilot Studio and AI Builder. That means we design solutions that work as one unified experience for your users, not a patchwork of disconnected tools.

03

Maximize Your Microsoft 365 Investment

You're probably already paying for Microsoft 365 E3, E5, or Business Premium — but using only 20% of what's included. We map every license entitlement (Power Apps for M365, Power Automate, Power BI in Teams, SharePoint, Copilot) and unlock the full value with zero additional licensing costs in many cases.

04

AI-First with Copilot & AI Builder

Every Power Platform project we deliver now includes AI by default — embedded AI Builder models, Copilot Studio bots, or Microsoft 365 Copilot extensibility. Your business apps don't just digitize the past, they automate intelligence-driven decisions for the future.

05

Migration Specialists

Legacy SharePoint 2013/2016/2019, InfoPath forms, Microsoft Access databases, Lotus Notes, and Excel-driven processes — we modernize them all with a proven migration playbook. Zero data loss, minimal user disruption, and full audit trail. Hundreds of users moved without breaking a sweat.

06

End-to-End: Strategy → Build → Run

We don't just deliver a project and leave. We start with strategy and a Microsoft 365 audit, deliver in 2-week agile sprints, set up your Center of Excellence, train your team, and stay on as a managed support partner. One accountable partner across the full lifecycle.

FAQ

Frequently Asked Questions

Common questions about microsoft power platform & sharepoint — answered.

What is Microsoft Power Platform and why should my business use it?

Microsoft Power Platform is a suite of low-code/no-code tools — Power Apps (build business apps), Power Automate (automate workflows and RPA), Power BI (dashboards and analytics), Power Pages (external portals), and Copilot Studio (AI agents). It lets you build enterprise-grade business solutions 10× faster than traditional coding, with deep native integration into Microsoft 365, Teams, Outlook, SharePoint, and Dynamics 365 — using licenses you most likely already pay for.

Do we need to buy additional Microsoft licenses to use Power Platform?

In most cases, no. Microsoft 365 E3, E5, F3, and Business Premium plans include limited Power Apps and Power Automate usage. For more advanced scenarios (premium connectors, AI Builder, Dataverse, RPA, Power BI Pro/Premium), additional per-user or per-app licenses may be needed. We audit your existing licensing during discovery and recommend the most cost-effective plan — often unlocking significant value with zero extra licensing.

What's the difference between Power Apps canvas and model-driven apps?

Canvas apps give you pixel-perfect control over UI, work great on mobile, and are ideal for task-focused workflows (inspections, surveys, approvals). Model-driven apps are data-first — you define the data model in Dataverse and the UI is auto-generated, perfect for complex business processes (case management, project tracking, CRM extensions). We choose the right type based on your use case.

Can Power Automate replace UiPath, Blue Prism, or Automation Anywhere for RPA?

For most enterprise RPA scenarios — yes. Power Automate Desktop (included with Windows 11 and Microsoft 365) handles attended and unattended RPA, with AI Builder for OCR and document processing. For complex orchestration across thousands of bots, we evaluate Power Automate vs UiPath case by case. For many organizations already on Microsoft 365, switching to Power Automate cuts RPA costs by 50-70%.

Can you migrate our SharePoint 2013 / 2016 / 2019 on-premise to SharePoint Online?

Yes — we run end-to-end SharePoint migrations including content (documents, lists, libraries), permissions, workflows, custom solutions, and InfoPath forms. We use industry-leading tools (ShareGate, Migration Manager, AvePoint) plus our own playbook to ensure zero data loss, minimum downtime, and full audit trail. Most migrations complete in 4-12 weeks depending on scale.

How does Power BI compare to Tableau, Looker, or Qlik?

Power BI is the best choice for organizations on Microsoft 365 because it's tightly integrated with Excel, Teams, SharePoint, and Dynamics 365 — and it's often included in your existing M365 license. It matches Tableau and Looker on visualization, beats them on cost-of-ownership for Microsoft shops, and uniquely offers Copilot for Power BI for natural-language analytics. We help clients migrate from Tableau/Qlik to Power BI when it makes financial sense.

How long does a typical Power Platform project take?

Quick-win projects (single Power App, Power Automate flow, or Power BI dashboard) ship in 2-4 weeks. Medium projects (multi-app suite, Center of Excellence setup, SharePoint intranet) take 8-16 weeks. Enterprise transformations (full Power Platform CoE rollout, legacy modernization, Dynamics 365 integration) run 6-12 months in agile sprints. We always start with a 2-3 week quick-win to deliver visible ROI fast.

Do you set up a Center of Excellence (CoE) for Power Platform governance?

Yes — we deploy Microsoft's CoE Starter Kit and design custom governance: environment strategy (dev/test/prod, personal productivity), DLP policies (controlling which connectors can talk to each other), naming conventions, ALM with Azure DevOps or GitHub, citizen-developer enablement programs, app and flow inventory, license cost monitoring, and audit dashboards. This is what separates organizations that scale Power Platform safely from those that lose control.

Is Power Platform secure enough for sensitive data (PII, financial, healthcare)?

Yes — Power Platform inherits Microsoft 365 and Azure security (Azure AD / Entra ID SSO, multi-factor authentication, conditional access, DLP, audit logs, encryption at rest and in transit). Dataverse offers field-level security and row-level filtering. We help configure compliance for ISO 27001, SOC 2, HIPAA, GDPR, and India DPDP. For healthcare, finance, and government clients we design architectures that meet the strictest data residency requirements.

Can we hire your team on a part-time / staff augmentation basis?

Yes — many clients engage us in three ways: (1) fixed-price project delivery, (2) dedicated Power Platform engineers embedded in your team (T&M, monthly), or (3) managed support retainers post go-live. We work in your timezone with English-fluent senior engineers and experienced Microsoft Power Platform architects.

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