Request and approval workflows
Connect supported forms or lists to approval stages, reminders and recorded outcomes with agreed delegation rules.
ITZ / AI & AUTOMATION / DUBAI & UAE
Microsoft 365 & Power Automate Solutions in Dubai
Make your Microsoft workplace work together.
Build practical workflows around Microsoft 365 and supported connectors. Connect requests, approvals and records with appropriate permissions and an operating plan.
Defined scope
Controlled actions
Documented handover
THE BUSINESS PROBLEM
Connect the work already happening in Microsoft 365.
A Microsoft 365 subscription does not automatically deliver a maintained business workflow. Teams still need a process owner, suitable connections, permissions, licensing and a plan for the account or administrator that operates the automation.
WHAT WE CAN IMPLEMENT
A scope you can understand and review.
SharePoint and document processes
Route documents and metadata through controlled review steps while retaining appropriate access to the source.
Outlook and Teams coordination
Create supported notifications and tasks with useful context, avoiding uncontrolled distribution of confidential information.
Deployment and administration
Plan environments, connection ownership, release records, access and failure notification for the agreed workflow.
TRY THE PROCESS
See the routine path and the exceptions.
INTERACTIVE EXAMPLE · PRESET SAMPLE DATA
A purchase request with a visible decision trail
An employee submits a purchase request. Required details are checked and the named approver receives the request. Approval updates the record and notifies the responsible team. An overdue request is escalated; a reminder is not treated as authorisation to purchase.
Request created → named approver accepts → record updated → responsible team notified.
Approver absent
Request remains pending → agreed delegate or escalation used → no automatic purchase authorisation.
Expired connection
Authentication fails → restricted action stops → workflow owner receives an alert.
CHOOSE THE RIGHT APPROACH
Rules, AI or a change to the process?
Start with the capabilities already available in your tenant, then verify the licences required for the proposed connectors and AI actions. Keep routine tenant administration separate from workflow implementation and long-term process ownership.
EXPLAINED VISUALLY
How the information moves.
WHAT YOU RECEIVE
Deliverables with an operating purpose.
- Tenant and connector dependency review
- Workflow specification and approval design
- Configured flow and deployment records
- Connection ownership and support instructions
- User walkthrough and administrator handover
The proposal specifies what will be configured, developed, documented and tested. Access to bespoke work, third-party platform ownership and administration rights are agreed before implementation.
Handover records the operating owner, support route and actions that remain manual. An attractive demonstration is not acceptance evidence for your business process.
DATA & RESPONSIBILITIES
Give the system only the access the task needs.
Identify the business owner, information owner and administrator. Agree the accounts, permitted operations and information that may be sent to each provider. Test access with representative user roles rather than relying only on administrator results.
Data location, retention and deletion depend on the selected services and configuration. Confirm those requirements before choosing the architecture; a platform logo is not evidence of residency or compliance.
DESIGN FOR EXCEPTIONS
What happens when the routine path breaks?
IMPLEMENTATION APPROACH
From discovery to a controlled release.
Discover the real task
Review representative inputs, users, systems and decisions. Identify work that should remain manual and dependencies that prevent a reliable pilot.
Define the pilot
Agree scope, permissions, acceptance examples, operating costs and responsibilities. Use redacted or appropriate test information.
Build and evaluate
Check routine, missing-data, declined-action and failure scenarios. Compare the implemented behaviour with the written scope.
Release and hand over
Agree activation, rollback and monitoring. Provide the documented administration path and a named owner for operational exceptions.
COMMERCIAL SCOPE
Understand the implementation and the running costs.
What changes the build effort
- Standard versus premium connectors
- AI Builder or other usage-based capabilities
- Environment and deployment requirements
- Workflow complexity and agreed support coverage
A pilot quote should state included volumes, assumptions and what happens if usage increases. No fixed saving, implementation duration or universal accuracy level is promised.
EVIDENCE BEFORE EXPANSION
Measure the task, including the work people still do.
Completed requests
Separate submitted, approved, rejected and unresolved items.
Connection failures
Review failed runs and recurring authentication problems.
Approval turnaround
Measure the full period and identify waiting time.
Run and licence cost
Review required licences, AI usage and actual execution volume.
Agree the baseline, sample, start and end events before comparing results. Report failed cases and manual corrections alongside completed runs. These are proposed measures, not ITZ client performance claims.
AFTER ACTIVATION
Keep the workflow useful after launch.
Monitor exceptions
Agree the alert destination and owner. Logging an error without anyone reviewing it is not an operating plan.
Manage change
Changes to source fields, credentials, prompts, documents or APIs can affect outcomes. Review and test material changes before release.
Train the team
Explain routine use, manual overrides and escalation. Document the tasks that remain the customer’s responsibility.
FIT & LIMITATIONS
Confirm these points before committing.
- Existing Microsoft 365 licensing may not cover the proposed flow.
- AI Builder actions can introduce premium licensing and consumption charges.
- Tenant administration and security changes require explicit authorised scope.
Platform access, technical feasibility and delivery availability are confirmed during scoping. Broader migrations, data cleansing, custom applications and unsupported integrations are separately assessed.
FREQUENTLY ASKED QUESTIONS
Useful answers before we begin.
Is Power Automate included in Microsoft 365?
Entitlements depend on the licence and capabilities used. The proposed connectors, premium features and AI actions need a specific licensing review; do not assume the existing subscription covers them.
Can workflows continue when an employee leaves?
They need an ownership and connection plan. We document the agreed operating identity, access, handover and monitoring responsibilities to reduce reliance on an individual employee.
How is this different from Microsoft 365 support?
Support covers ongoing tenant and user administration. This service designs, builds and hands over an agreed business workflow using Microsoft tools.
START WITH ONE WORKFLOW
Tell us what you want to make easier.
Bring the process. We will help clarify the next step.
- Tenant and current licence information
- Current request and approval process
- SharePoint, Teams or app dependencies
- Named administrator and business owner
We agree feasibility, scope and timing after reviewing your requirements. Implementation and ongoing support are quoted separately where applicable.
Talk to ITZ on WhatsApp ↗Please share requirements rather than passwords, access tokens or confidential customer records.