Governance & Security
What's still active, what's been retired, and how I recommend using each tool, based on what I'm seeing with customers right now.
Governance & Security
Why Copilot Studio has no static IP list, which controls actually govern traffic in and out of your agents and flows, and how I explain the options to security and network architects.
Governance & Security
How I help security, compliance and platform teams get their data estate ready for knowledge-grounded and tool-using agents, and which controls map to which threats.
Governance & Security
Every Copilot Studio agent has three doors: how users sign in, who it's shared with, and where it's published. Here's how I help customers lock each one before anything goes live.
Governance & Security
How to delegate Power Platform admin work with the new RBAC roles (Reader, Contributor, Owner, and RBAC Administrator) without handing out Power Platform Administrator or Global Admin.
Governance & Security
Practical guidance from my customer conversations, whether you're setting up your first environments or tightening governance on a tenant that's been live for years.
Governance & Security
From the field archive · Learned in 2024
Security teams want passwords rotated. Automation teams want flows that don't break at 2 a.m. Here's how I help both get what they need.
Governance & Security
From the field archive · Learned in 2024
The same ten questions came up in almost every security review. Here they are, with the answers I'd give today, checked against current public documentation.
Governance & Security
From the field archive · Learned in 2023
A manufacturer asked me how to stop one group from building automations and still prove who changed what. Here's how I answered in 2023, and what I'd do today.
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.
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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