Case Management with Microsoft 365: How to Track HR, IT, and Legal Requests in 2025

Microsoft 365 case tracking system with Talanoa Group using Power Apps, SharePoint, Power Automate, and Power BI

Organizations today manage a constant stream of internal requests from HR questions to IT issues to legal reviews. When those requests live in emails, spreadsheets, or outdated systems, important items get missed.

At Talanoa Group, we help businesses build modern, secure case management systems using Microsoft 365. With tools you already own including SharePoint, Power Apps, Power Automate, and Power BI. We create centralized, automated solutions that help you track, route, and resolve cases more effectively.

Replace Chaos with a Centralized Microsoft 365 Case Management System

We design systems tailored to your internal processes with no third-party software required.

Our Microsoft 365-based solution includes:

• Power Apps forms with role-based access and conditional logic

• A SharePoint list to log, store, and organize every case or request

• Power Automate flows to route approvals, send reminders, and update stakeholders

• Power BI dashboards for real-time visibility and reporting

We build everything inside your existing Microsoft 365 tenant, ensuring full compliance, scalability, and security.

Stop Using Spreadsheets and Email to Track Requests

Our clients use this framework to streamline:

• Employee relations and HR case tracking

• IT support issues and access requests

• Legal and compliance documentation

• Facilities maintenance and vendor requests

• Internal service or process tickets

You get a single source of truth for request status, ownership, and history visible to your team in real time.

Built to Replace InfoPath, SharePoint Designer, and Legacy Tools

If you’re still using InfoPath, Access, paper, or email folders, we can modernize your process:

• Replace InfoPath with responsive Power Apps

• Automate workflows with Power Automate

• Track case data in SharePoint lists

• Visualize trends and workloads with Power BI dashboards

We help you standardize how requests come in, how they’re managed, and how they’re reported without buying more software.

What Makes Talanoa Group Different

We’re not just another Microsoft shop.

We’re a Microsoft 365 consultancy that works alongside your team, not around it.

You get:

• U.S.-based experts in SharePoint, Power Platform, and workflow automation

• Solutions designed for HR, legal, IT, and operations teams in any business sector

• Integrations with your existing Microsoft 365 tools (Outlook, Teams, and more)

• Clear documentation, handoffs, and training for long-term success

We focus on building real business value, not just delivering tech.

Real Results for Real Teams

One HR department replaced their inbox-based request process with a SharePoint list and Power Apps form. The result?

• Faster response times

• Fewer follow-up emails

• Better visibility for leadership

Another client now tracks internal legal holds with automated reminders and built-in auditing with no more missed deadlines.

These solutions are built quickly, deployed securely, and adapted to each client’s exact needs.

Let’s Streamline Your Process

If your team still manages requests with spreadsheets, email folders, or outdated forms, we can help.

📞 Book a free call📩 Or email us at services@talanoagroup.com

Let’s build a smarter way to manage your internal requests with Microsoft 365.

Explore more Microsoft 365 solutions at www.talanoagroup.com