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.
Agent Architecture
How to add an MCP server, pick the right authentication, and troubleshoot the "tools show up but nothing works" problem, based on what I've seen with customers.
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.
Operations
What actually breaks when an account is disabled, how ownership differs from the identity a flow or agent runs as, and the offboarding runbook I recommend.
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.
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.
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