Kaustubh Giri's personal site and technical blog - notes on Microsoft Power Platform, Dynamics 365, and Azure.https://kgiri.com/https://kgiri.com/blog/agent-data-security-oversharing/https://kgiri.com/blog/agent-data-security-oversharing/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.Thu, 27 Aug 2026 00:00:00 GMThttps://kgiri.com/blog/agent-ownership-when-makers-leave/https://kgiri.com/blog/agent-ownership-when-makers-leave/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.Thu, 05 Feb 2026 00:00:00 GMThttps://kgiri.com/blog/archive-better-sharepoint-answers/https://kgiri.com/blog/archive-better-sharepoint-answers/What I learned helping customers whose agents gave thin, wrong or missing answers from SharePoint, and what I'd configure today.Wed, 14 Feb 2024 00:00:00 GMThttps://kgiri.com/blog/archive-bot-usage-chargeback/https://kgiri.com/blog/archive-bot-usage-chargeback/A utility would only buy if it could charge chatbot usage back to departments. Here's the workaround we built in 2023, and the native controls I'd use today.Tue, 07 Feb 2023 00:00:00 GMThttps://kgiri.com/blog/archive-case-to-quote-patterns/https://kgiri.com/blog/archive-case-to-quote-patterns/What I designed when a service team needed to quote from a ticket, and how I'd approach the same problem today.Tue, 08 Mar 2022 00:00:00 GMThttps://kgiri.com/blog/archive-copilot-studio-data-protection-faq/https://kgiri.com/blog/archive-copilot-studio-data-protection-faq/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.Thu, 11 Apr 2024 00:00:00 GMThttps://kgiri.com/blog/archive-deprecations-you-cant-ignore/https://kgiri.com/blog/archive-deprecations-you-cant-ignore/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.Thu, 10 Dec 2020 00:00:00 GMThttps://kgiri.com/blog/archive-dynamics-performance-troubleshooting/https://kgiri.com/blog/archive-dynamics-performance-troubleshooting/"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.Thu, 30 Jul 2020 00:00:00 GMThttps://kgiri.com/blog/archive-email-dynamics-mailboxes-dkim/https://kgiri.com/blog/archive-email-dynamics-mailboxes-dkim/The email problems I worked on most often in 2020 and 2021, why they happened, and how the setup looks in 2026.Wed, 09 Sep 2020 00:00:00 GMThttps://kgiri.com/blog/archive-field-service-rfp-demo/https://kgiri.com/blog/archive-field-service-rfp-demo/A requirements-first way to turn a long RFP into a demo evaluators can score, plus how I'd show Copilot and scheduling optimization honestly today.Thu, 16 Jun 2022 00:00:00 GMThttps://kgiri.com/blog/archive-flow-timeout-agents/https://kgiri.com/blog/archive-flow-timeout-agents/Why an agent stops waiting for a slow flow, how I explained it to customers back then, and the patterns I recommend now that agent flows, express mode and asynchronous responses exist.Wed, 19 Apr 2023 00:00:00 GMThttps://kgiri.com/blog/archive-ip-allow-lists-to-service-tags/https://kgiri.com/blog/archive-ip-allow-lists-to-service-tags/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.Tue, 28 Jan 2020 00:00:00 GMThttps://kgiri.com/blog/archive-low-code-rfp-utility/https://kgiri.com/blog/archive-low-code-rfp-utility/How I structure answers, run a proof of technology with a partner, and handle the governance, security, and AI questions that now show up in every platform RFP.Thu, 08 Jun 2023 00:00:00 GMThttps://kgiri.com/blog/archive-no-archive-button/https://kgiri.com/blog/archive-no-archive-button/A customer asked me how to archive old apps and flows. The honest answer was that the button doesn't exist. Here's the process I recommended instead, updated for today's tools.Thu, 27 Jun 2024 00:00:00 GMThttps://kgiri.com/blog/archive-portals-lessons-power-pages/https://kgiri.com/blog/archive-portals-lessons-power-pages/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.Thu, 14 May 2020 00:00:00 GMThttps://kgiri.com/blog/archive-power-apps-offline/https://kgiri.com/blog/archive-power-apps-offline/How I scope offline requirements for field teams, what the platform documents today for canvas and model-driven apps, and where I draw the line.Wed, 02 Nov 2022 00:00:00 GMThttps://kgiri.com/blog/archive-power-automate-audit-segregation/https://kgiri.com/blog/archive-power-automate-audit-segregation/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.Thu, 21 Sep 2023 00:00:00 GMThttps://kgiri.com/blog/archive-power-platform-licensing-explained/https://kgiri.com/blog/archive-power-platform-licensing-explained/The questions I answered over and over in 2023, the mental model I use to answer them, and what has changed in the licensing picture since.Thu, 17 Aug 2023 00:00:00 GMThttps://kgiri.com/blog/archive-pva-to-copilot-studio/https://kgiri.com/blog/archive-pva-to-copilot-studio/In late 2023 every bot team I worked with had the same three questions. Here's what actually changed, how I moved classic chatbots across, and where a migrated bot should land today.Wed, 06 Dec 2023 00:00:00 GMThttps://kgiri.com/blog/archive-removing-solutions-safely/https://kgiri.com/blog/archive-removing-solutions-safely/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.Wed, 19 Feb 2020 00:00:00 GMThttps://kgiri.com/blog/archive-rpa-migration-power-automate/https://kgiri.com/blog/archive-rpa-migration-power-automate/Before anyone converts a single bot, these are the questions I ask. Most of them have nothing to do with the conversion tool.Thu, 22 Aug 2024 00:00:00 GMThttps://kgiri.com/blog/archive-security-scan-dynamics-portals/https://kgiri.com/blog/archive-security-scan-dynamics-portals/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.Thu, 23 Apr 2020 00:00:00 GMThttps://kgiri.com/blog/archive-service-accounts-password-rotation/https://kgiri.com/blog/archive-service-accounts-password-rotation/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.Wed, 13 Nov 2024 00:00:00 GMThttps://kgiri.com/blog/archive-storage-cleanup-before-crisis/https://kgiri.com/blog/archive-storage-cleanup-before-crisis/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.Tue, 18 Aug 2020 00:00:00 GMThttps://kgiri.com/blog/archive-uci-migration-playbook/https://kgiri.com/blog/archive-uci-migration-playbook/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.Fri, 06 Nov 2020 00:00:00 GMThttps://kgiri.com/blog/archive-usd-to-omnichannel/https://kgiri.com/blog/archive-usd-to-omnichannel/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.Thu, 12 Mar 2020 00:00:00 GMThttps://kgiri.com/blog/archive-weekend-go-live/https://kgiri.com/blog/archive-weekend-go-live/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.Fri, 26 Jun 2020 00:00:00 GMThttps://kgiri.com/blog/copilot-credits-explained/https://kgiri.com/blog/copilot-credits-explained/How Copilot Studio is actually billed, where the money goes, and the guardrails I set up with customers before the first surprise invoice.Tue, 08 Sep 2026 00:00:00 GMThttps://kgiri.com/blog/copilot-studio-new-harness/https://kgiri.com/blog/copilot-studio-new-harness/Copilot Studio is now a multi-harness platform. Here's what a harness is, how the Standard and GitHub Copilot harnesses really differ, and how I help makers and admins choose without surprises on quality or cost.Thu, 20 Aug 2026 00:00:00 GMThttps://kgiri.com/blog/copilot-studio-power-apps-or-code/https://kgiri.com/blog/copilot-studio-power-apps-or-code/How I help customers pick the right way to build a solution, starting from the problem instead of the product.Thu, 22 Jan 2026 00:00:00 GMThttps://kgiri.com/blog/dataverse-storage-activity-growth/https://kgiri.com/blog/dataverse-storage-activity-growth/Why ActivityPointer and its neighbours grow, which settings actually slow them down, and how to turn a storage overage into a plan your executives can approve.Thu, 09 Apr 2026 00:00:00 GMThttps://kgiri.com/blog/mcp-servers-copilot-studio/https://kgiri.com/blog/mcp-servers-copilot-studio/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.Wed, 24 Jun 2026 00:00:00 GMThttps://kgiri.com/blog/network-boundaries-outbound-integrations/https://kgiri.com/blog/network-boundaries-outbound-integrations/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.Wed, 16 Sep 2026 00:00:00 GMThttps://kgiri.com/blog/power-platform-governance-blog/https://kgiri.com/blog/power-platform-governance-blog/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.Thu, 19 Feb 2026 00:00:00 GMThttps://kgiri.com/blog/power-platform-governance-tools-guide/https://kgiri.com/blog/power-platform-governance-tools-guide/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.Fri, 02 Oct 2026 00:00:00 GMThttps://kgiri.com/blog/power-platform-rbac-roles/https://kgiri.com/blog/power-platform-rbac-roles/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.Thu, 21 May 2026 00:00:00 GMThttps://kgiri.com/blog/securing-agent-access/https://kgiri.com/blog/securing-agent-access/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.Wed, 12 Aug 2026 00:00:00 GMThttps://kgiri.com/blog/writing-agent-instructions/https://kgiri.com/blog/writing-agent-instructions/The structure, rules, and testing habits I use when I help makers write instructions for Copilot Studio agents, including what changed after five rounds on a finance agent.Wed, 18 Mar 2026 00:00:00 GMT