Build a Microsoft 365 Case Management System
Description
We are looking for a Microsoft 365 specialist to build a simple case management system using Microsoft tools.
The system should replace our current website registration form and connect it to a client database.
Website registration page: https://bestwaycd.org/registration/
System Requirements The system should be built using Microsoft 365 tools such as SharePoint, Microsoft Lists, Microsoft Forms, and Teams.
Main features required:
• Replace the website registration form with a Microsoft form connected to Microsoft Lists • Create a client register database with automatic case ID numbers • Allow staff to record case notes and support activities • Track multiple projects (family support, digital inclusion, workshops, etc.) • Secure document storage for client files in SharePoint • Set staff permissions (admin, manager, support worker, volunteer) • Create a simple dashboard showing number of clients, cases, and activities
Budget: GBP 215 (Fixed Price)
Proposals: 24 freelancers have applied