Power Platform Borrower Portal Prototype
Budget: $5,000 – $10,000 AUD
I need a Microsoft Power Platform expert to help me turn our current Excel-heavy workflow into a secure, role-based portal built with Power Pages. Working directly with our in-house architect, you will design and prototype a borrower/financier interface that supports:
• Loan application management
• Financial document uploads into a governed data room
• Real-time communication and messaging between borrowers, financiers, and our team
Role-based access control (RBAC) is non-negotiable, so the Dataverse security model and Power Pages permissions must be set up from the start. The prototype has to integrate seamlessly with SharePoint for document storage, Microsoft Teams for collaboration, and our existing Excel artefacts that house reference data and calculations.
Deliverables
1. Click-through Power Pages prototype connected to Dataverse
2. RBAC configuration demonstrating at least borrower, financier, and internal staff roles
3. Working integrations with SharePoint document libraries, Teams channels, and linked Excel files
4. Technical hand-over package: solution export, environment diagram, and setup instructions
Acceptance Criteria
• Each role sees only its permitted pages, data, and files
• File uploads land in SharePoint with unique metadata tags
• Teams messages triggered from the portal post to the correct channel thread
• No manual data movement—Excel links and Dataverse sync must be automated
If you have proven experience delivering similar low-code portals and can start quickly, I’d like to hear how you would approach this build and your estimated timeline to a functional prototype.
• Loan application management
• Financial document uploads into a governed data room
• Real-time communication and messaging between borrowers, financiers, and our team
Role-based access control (RBAC) is non-negotiable, so the Dataverse security model and Power Pages permissions must be set up from the start. The prototype has to integrate seamlessly with SharePoint for document storage, Microsoft Teams for collaboration, and our existing Excel artefacts that house reference data and calculations.
Deliverables
1. Click-through Power Pages prototype connected to Dataverse
2. RBAC configuration demonstrating at least borrower, financier, and internal staff roles
3. Working integrations with SharePoint document libraries, Teams channels, and linked Excel files
4. Technical hand-over package: solution export, environment diagram, and setup instructions
Acceptance Criteria
• Each role sees only its permitted pages, data, and files
• File uploads land in SharePoint with unique metadata tags
• Teams messages triggered from the portal post to the correct channel thread
• No manual data movement—Excel links and Dataverse sync must be automated
If you have proven experience delivering similar low-code portals and can start quickly, I’d like to hear how you would approach this build and your estimated timeline to a functional prototype.
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