Use cases

Start with the job in front of you. The inbox, the file share, or the spreadsheet that is still holding the process together.

Approvals

Purchase, leave, vendor, and travel in one decision trail

A purchase request lives in email. Leave lives in a spreadsheet. Vendor onboarding lives in a shared folder. Each one has a different form, a different approver, and no shared record of who decided what.

Approval Management Hub keeps those requests in the SharePoint site the team already uses. A designer publishes the form and the stages. A requester submits from Teams or SharePoint. The approver opens the queue, approves, rejects, or places the request on hold, and can name a delegate for an absence.

What the team can see afterward

Closed requests carry a closed date, so cycle time is the time from submit to close. Open work stays out of that average. The audit log keeps the person, the action, and the time. Budgets show the pool, the amount spent, and the amount remaining for the requests that draw against them.

See Approval Management Hub

Four requests, one decision trail: purchase, leave, vendor, and travel in Approval Management Hub
Every request has an owner: submit, assign, resolve, and close
Service requests

A request that has an owner, and a status the requester can see

When the only queue is an inbox, the person who asked sends a second email to ask what happened. The agent who could answer is looking at a different thread.

Help Desk 365 and Service Desk Hub give that request a record: who submitted it, who owns it, and whether it is open, in progress, resolved, or closed. The requester checks the status in Teams or SharePoint instead of asking again.

Use Help Desk 365 when the job is a shared request list, a board, and analytics. Use Service Desk Hub when the job also needs a knowledge base, queues, and a help center for the people who submit work.

Policy acknowledgment

A policy people can prove they read

Posting a PDF on the intranet records that the file exists. It does not record who opened it, who acknowledged it, or which version they saw.

Policy & Attestation publishes a version, assigns it to employees and managers, and keeps the acknowledgment. A review can export who is done and who is still waiting. The policy content and the responses stay in the SharePoint tenant.

This is the job when legal, security, or HR needs a list of names, not a link in a newsletter.

Publish, assign, acknowledge, and review a policy in Policy and Attestation

When the process is specific
to your team

Name the job, match an app or a build, keep the work in Microsoft 365, and hand it to the team
The intranet people stopped opening

A branded home for news, policies, and documents, with navigation a new hire can explain on day one. It stays in the tenant you already pay for.

Intranet design

Files still on a server, in Drive, or in Dropbox

Move what people still use into libraries they can search. Permissions map to groups, and the old clutter stays behind.

Plan the move

A spreadsheet doing the job of an app

Screens for the real task, with validation and roles, while the rows stay in SharePoint or Dataverse. A flow covers the handoff when email is still the approval path.

Replace the sheet · See automation

More jobs the apps
already cover

Who handles this, asked in chat

A directory and org chart drawn from the people already in Microsoft 365, so the answer is a search instead of a message.

People Hub Enterprise

Hiring that lives in inboxes

Requisitions, candidates, interviews, and offers in one desk, with the scorecards and the audit trail beside the pipeline.

Recruitment Desk

A new hire with a checklist in email

Tasks, policies, and training for the person joining, and a view for the manager who has to know what is still open.

Employee Onboarding Portal

Equipment nobody can find

A register of assets, who has them, and when they are due back, with the assignment history kept on the site.

Asset Management Hub

Bids compared in a spreadsheet

A sourcing event, sealed supplier responses, a scored evaluation, and an award recommendation in one workspace.

Bid Management Hub

Visitors written in a paper log

Pre-registration, check-in, and a record of who is on site, including the list you need if the building has to be cleared.

Visitor Management Hub

Risks that live in a slide

A rated risk, an owner, a treatment, and a review date, so the register is a list people update instead of a deck from last quarter.

Risk Matrix 365

Time written at the end of the month

A weekly timesheet, an approval, and, when you bill clients, rates and invoices drawn from the time that was approved.

Timesheets Lite · Time & Billing Hub

Permissions nobody can explain

See who can open a site, change access in bulk, and export the picture before and after the change.

Permissions Manager 365

Name the job. We will say which app fits.

If an installed app covers it, we point you there. If the process is specific to you, the proposal says what the build includes.