Operations
From the field archive · Learned in 2020
What a run of 2020 and 2021 deprecations taught me about turning announcements into owned, finished work, and the tracking practice I still use today.
Dynamics 365 Apps
From the field archive · Learned in 2020
In 2020 I helped a large automaker move dozens of Dynamics environments to the Unified Interface before the legacy web client went away. Here's what worked, what broke, and how I'd run the same kind of migration today.
Dynamics 365 Apps
From the field archive · Learned in 2020
The email problems I worked on most often in 2020 and 2021, why they happened, and how the setup looks in 2026.
Operations
From the field archive · Learned in 2020
What I learned helping customers stay under their Dataverse capacity in 2020 and 2021, and how I'd handle the same four culprits with today's built-in settings.
Operations
From the field archive · Learned in 2020
"The system is slow" is the least useful bug report there is. Here's the method I used with customers in 2020 to turn it into something we could fix, and the tools I'd use for the same job today.
Operations
From the field archive · Learned in 2020
The cutover runbook I helped a staffing firm through in June 2020, generalized into a checklist, and updated for backups, administration mode and pipelines in 2026.
Dynamics 365 Apps
From the field archive · Learned in 2020
The product has a new name and a new studio. The questions customers ask about sign-in, stale data and self-service content are the same ones I answered in 2020.
Governance & Security
From the field archive · Learned in 2020
When a customer's security team runs an automated scan against a SaaS app, the findings report lands on everyone's desk at once. Here's how I helped customers work through those reports in 2020, and what the platform gives you today.
Dynamics 365 Apps
From the field archive · Learned in 2020
What a 2020 contact center upgrade taught me about version alignment, telephony, chat and routing, and how I'd plan the same move now that Unified Service Desk is deprecated.
Operations
From the field archive · Learned in 2020
A failed upgrade in a staging environment, the decision to remove two apps instead, and the order of operations I've used ever since to take solutions out without breaking things.
Governance & Security
From the field archive · Learned in 2020
Why the old "CRM IP list" stopped being the answer, how I helped firewall teams switch to Azure service tags, and what the network controls look like today.
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