🎯 Objective

Automate the billing milestone review and approval workflow across Finance, PLs, and CRM teams using a Canvas App integrated with SharePoint and Logic Apps.

🧩 Key Functionalities & Workflow Overview

🔹 1. Trigger on CRM Event
- When an opportunity is marked "Closed Won", a new item is created in Finance Billing Parent List
- Initial Status: NEW

🔹 2. Finance Billing Review Process
- Logic App checks daily for NEW records
- Finance team inputs billing data via Canvas App
- Status moves to: PENDING FINANCE REVIEW → PENDING PL REVIEW

🔹 3. PL (Project Lead) Review
- Logic App sends Tuesday 5PM reminders
- PL receives link to approve/reject with comments
- Status updated accordingly:
— Approved → REVIEWED SUBMITTED
— Rejected → REJECTED

🔹 4. Billing Decision Point
- Decision made whether it’s billable
- If YES → Status set to READY TO BE BILLED/COMMENCED
- Notification sent to Finance
- Items created in: Professional Services / Managed Services Lists

🔹 5. Notifications & Automation via Logic Apps
- Logic Apps handle status-based reminders (daily/weekly)
- CRM is updated to reflect billing decision
- Canvas App handles data entry, review UI
- SharePoint stores lists and lookup data

🛠 Automation Details

- 9 Logic Apps manage full lifecycle
- Includes: Status control, scheduled checks, role-based reminders
- Integrated with CRM + SharePoint
- Filters skip test and non-billable records

📌 Additional Features

- Role-based UI in Canvas App (Finance, PL, Admin)
- Forms dynamically adapt by status
- Pulls Project Lead data from SharePoint
- Automated status flow to track readiness and delay