Thomas P.

I build Microsoft business systems that automate work, connect data and use AI Agents to take action inside real business processes. I’m a Top Rated Plus Upwork freelancer specialising in Dynamics 365, Power Platform, Dataverse, Copilot Studio, AI Agents, automation, integrations and reporting. I’m also a Certified Scrum Product Owner, so I can work directly with stakeholders from initial discovery and requirements through solution design, prioritisation, build and delivery. I help organisations take projects through the complete lifecycle: Discovery → Process Design → Solution Architecture → Build → AI & Automation → Integration → Testing → Deployment → Documentation That means I can understand the business problem, define the right requirements, design the solution and then build it — whether you are starting from scratch, improving an existing environment or introducing AI into established processes. AI AGENTS & INTELLIGENT AUTOMATION A major focus of my work is building AI Agents that integrate with Microsoft business systems rather than standalone chatbots. Using Copilot Studio, Azure OpenAI, AI Builder, Power Automate, Dataverse and APIs, I can build agents that: • Work with Dynamics 365 and Dataverse data • Search SharePoint, documents and business knowledge • Trigger Power Automate workflows • Create and update CRM records • Call external APIs and third-party systems • Extract and classify information • Summarise emails, cases, enquiries and records • Recommend actions based on business data • Route work to the correct person or team • Support human-in-the-loop review before important actions The focus is always on solving a genuine business problem and reducing manual work rather than adding AI unnecessarily. DYNAMICS 365 & DATAVERSE I design, build and improve Dynamics 365 Sales, Customer Service and Dataverse solutions, including: • Model-driven apps • Dataverse architecture and data modelling • Forms, views and dashboards • Business Process Flows • Security roles and permissions • JavaScript and command-bar customisation • Business rules and automation • CRM process design • Existing Dynamics optimisation and redevelopment POWER PLATFORM & AUTOMATION I build production-ready Power Apps and Power Automate solutions for: • Approvals and submissions • Document generation • Notifications and reminders • Data synchronisation • Scheduled processing • Multi-stage workflows • CRM automation • AI-assisted business processes I build for real production environments, including validation, exception handling, retries, duplicate prevention, monitoring and logging. INTEGRATIONS & APIs I connect Microsoft and third-party platforms using: • REST APIs • Microsoft Graph • Dataverse Web API • OAuth • Webhooks • Custom Connectors • Azure Functions • Logic Apps • Business Central APIs I regularly work with CRM, ERP, finance, marketing, telephony, document-management and other operational platforms. POWER BI & REPORTING I build management, sales, finance and operational reporting using Power BI, Power Query, DAX, Dataverse, SQL, APIs and Excel. I’m particularly experienced in replacing spreadsheet-heavy reporting and bringing fragmented data into trusted reporting. RECENT DELIVERY EXPERIENCE • Dynamics 365 and Dataverse solutions • Copilot Studio and AI-assisted workflows • AI-supported document and enquiry processing • Business Central and third-party integrations • Complex Power Automate automation • CRM, finance, marketing and telephony integrations • Power BI reporting and forecasting • Multi-stage approval applications • Customer intake and workflow automation • Replacing manual and spreadsheet-driven processes I’m also an ISO 27001 Lead Implementer and Auditor, bringing additional experience around security, governance, permissions, integrations and data handling. Have a Dynamics 365, Power Platform or AI automation requirement? Send me a short description of what you use today and what you want to improve. I can help identify where traditional automation is enough, where an AI Agent makes sense, and how everything should integrate into your existing Microsoft environment.