Power Automate Cloud Flow Development
Budget: $10 – $30 USD
I need a Power Automate expert to create a cloud flow that generates individual income transactions in one table based on financial data stored in a separate Dataverse table.
Requirements:
Create a manual cloud flow that:
Queries the Income_Sources table in Dataverse.
Filters for records where:
Is_Active = true
End_Date is either blank or in the future
For each qualifying record, generates a new row in the Income_Table with the appropriate fields populated (e.g., Income_Source, Amount_Expected, Frequency, Start_Date, Receiving_Account, etc.).
Ensures that recurring income logic is respected based on the Frequency and Start_Date values.
Includes error handling and logging (optional but preferred).
Key Fields in Income_Sources:
- - Income_Source_ID
- - Income_Type
- - Income_Source
- - Income_Owner
- - Amount_Expected
- - Frequency
- - Start_Date
- - End_Date
- - Receiving_Account
- - Transaction_Name
- - Is_Active
Requirements:
- Experience with Power Automate and Dataverse
- Ability to build scalable, maintainable flows
- Familiarity with financial or transactional systems is a plus
- Clear documentation of the flow logic and any assumptions
Deliverables:
- Fully functional Power Automate cloud flow
- Documentation of the flow logic
- Optional: Suggestions for future automation enhancements
Ideal Skills and Experience:
- Proficiency in Microsoft Power Platform and Power Automate
- Experience with Dataverse and cloud flow development
- Strong problem-solving skills and attention to detail
Requirements:
Create a manual cloud flow that:
Queries the Income_Sources table in Dataverse.
Filters for records where:
Is_Active = true
End_Date is either blank or in the future
For each qualifying record, generates a new row in the Income_Table with the appropriate fields populated (e.g., Income_Source, Amount_Expected, Frequency, Start_Date, Receiving_Account, etc.).
Ensures that recurring income logic is respected based on the Frequency and Start_Date values.
Includes error handling and logging (optional but preferred).
Key Fields in Income_Sources:
- - Income_Source_ID
- - Income_Type
- - Income_Source
- - Income_Owner
- - Amount_Expected
- - Frequency
- - Start_Date
- - End_Date
- - Receiving_Account
- - Transaction_Name
- - Is_Active
Requirements:
- Experience with Power Automate and Dataverse
- Ability to build scalable, maintainable flows
- Familiarity with financial or transactional systems is a plus
- Clear documentation of the flow logic and any assumptions
Deliverables:
- Fully functional Power Automate cloud flow
- Documentation of the flow logic
- Optional: Suggestions for future automation enhancements
Ideal Skills and Experience:
- Proficiency in Microsoft Power Platform and Power Automate
- Experience with Dataverse and cloud flow development
- Strong problem-solving skills and attention to detail