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Episodes

Automating Month-End Close with Power Automate + Dynamics 365 Finance
Aug. 5, 2025

Automating Month-End Close with Power Automate + Dynamics 365 Finance

This episode shows how to automate month-end close by wiring Power Automate + Dynamics 365 Finance + Microsoft Teams into a single approval and posting workflow. You’ll learn the exact connector, permissions, triggers, conditional approval logic, Teams adaptive cards, and resilient error-handling (…
Customizing Dataverse for Complex Business Apps
Aug. 5, 2025

Customizing Dataverse for Complex Business Apps

Tired of Dataverse apps that fly with 10 users and crumble at 100? This episode shows how to design for scale by treating relationships, logic, calculated fields, and alternate keys as first-class citizens—not afterthoughts. You’ll learn how to keep performance predictable, automation consistent, i…
Using Dynamics 365 Finance Data in Fabric for Financial Forecasting
Aug. 5, 2025

Using Dynamics 365 Finance Data in Fabric for Financial Forecasting

Rolling forecasts miss the mark when D365 F&O actuals, sub-ledgers, and budgets live in silos. This episode shows how Microsoft Fabric unifies GL, AP/AR/FA and budget data into a single, governed model—so forecasts refresh with reality, variances reconcile themselves, and finance stops babysitting …
Building Ingest Pipelines in Microsoft Fabric for Enterprise Data
Aug. 5, 2025

Building Ingest Pipelines in Microsoft Fabric for Enterprise Data

If your Microsoft Fabric ingest “works” until a random Monday dashboard explodes, this episode is your wake-up call. We tear down the real difference between Dataflows Gen2 and direct Pipeline copy—and why picking wrong quietly injects duplicates, truncations, and schema-drift chaos into your lakeh…
Unlock Dataverse—Stop Flying Blind in Fabric
Aug. 5, 2025

Unlock Dataverse—Stop Flying Blind in Fabric

Your CRM insights are trapped behind Dataverse’s walls. In this guide, you’ll punch a clean hole straight into Microsoft Fabric—so sales, marketing, support, and product finally live on one dashboard. Learn the exact permissions to flip, the Dataverse tables that actually matter, and the shaping ru…
Automations That Fix D365’s Biggest Headaches
Aug. 4, 2025

Automations That Fix D365’s Biggest Headaches

Stop babysitting Dynamics 365. In this walkthrough, you’ll wire up invoice approvals that run themselves, auto-route leads and cases to the right team, and stitch Sales, Finance, and Customer Service together with Power Automate and Copilot—no more swivel-chair updates, no more “did anyone follow u…
Fabric Governance Is Not What You Expect
Aug. 4, 2025

Fabric Governance Is Not What You Expect

Think Fabric governance is “just like M365”? That’s the trap. This guide shows where your Microsoft 365 instincts help—and exactly where they fail—so you don’t mislabel datasets, over-permission workspaces, or miss audit events. You’ll learn how Fabric’s domains, workspace roles, and object-level o…
Teams vs SharePoint: The Dashboard Showdown
Aug. 4, 2025

Teams vs SharePoint: The Dashboard Showdown

Your Dynamics 365 dashboards don’t “just work” everywhere—and that mismatch is killing trust. This no-fluff breakdown shows why the same Power BI report behaves differently in Teams vs. SharePoint, how Dataverse fits (and where it doesn’t), and what to embed where for real-time decisions without li…
Is Your Campaign Analytics Lying To You?
Aug. 4, 2025

Is Your Campaign Analytics Lying To You?

Stop waiting a week to learn your campaign flopped. Plug Dynamics 365 straight into Microsoft Fabric and watch email clicks, web journeys, and sales-stage changes stream into one live dashboard—updated in minutes, not Mondays. I’ll show you the exact signals to track (intent, not vanity), the real-…
Microsoft Fabric: M365’s Missing Link?
Aug. 4, 2025

Microsoft Fabric: M365’s Missing Link?

Tired of Power BI, Synapse, and Data Factory acting like strangers? Microsoft Fabric finally puts them under one roof—with OneLake as your single, governed source of truth. No more copy-paste datasets, brittle connectors, or audit scavenger hunts. In this guide, you’ll see how Fabric unifies storag…
Creating Role-Based Dashboards in Power Platform
Aug. 3, 2025

Creating Role-Based Dashboards in Power Platform

Your role-based dashboard isn’t failing because of DAX—it’s failing because Azure AD, Power BI RLS, and Power Apps aren’t speaking the same identity language. This playbook shows how to wire dynamic AAD groups to dataset roles, pass user context from Power Apps into Power BI, and automate membershi…
Teams Sprawl: Fixed By THIS Hidden Mechanic
Aug. 3, 2025

Teams Sprawl: Fixed By THIS Hidden Mechanic

Your Teams isn’t a mess because people won’t follow rules—it’s a mess because creation is frictionless and governance starts too late. Fix the trigger and the sprawl dies: route every request through a templated, labeled, owner-verified Graph API flow; auto-expire and archive idle workspaces with s…
Teams in D365: Productivity Hack or Headache?
Aug. 3, 2025

Teams in D365: Productivity Hack or Headache?

Stop tab-hopping and start resolving: We stress-tested Microsoft Teams inside Dynamics 365 to see if it actually saves SLAs—or just adds more clicks. Spoiler: when you hit “Collaborate,” chats stick to the ticket, context stays glued, and real-time swarms can shave minutes where it counts. But if y…
Your Phishing Reports Aren’t Showing the Whole Story
Aug. 3, 2025

Your Phishing Reports Aren’t Showing the Whole Story

Your phishing dashboard is lying to you. The “all good” charts hide near-miss clicks, silent investigations, and active campaigns threading your inboxes right now. We show how to tap Microsoft Defender’s buried signals and build living Power BI dashboards that expose what’s really happening—and wha…
The Hidden Map Connecting Users and Files in M365
Aug. 3, 2025

The Hidden Map Connecting Users and Files in M365

Your “secure” files aren’t living on islands—they’re in a web of hidden links, group ripples, and quiet shares you’re not seeing. With Microsoft Graph Explorer, you can x-ray your tenant: hop from a user to every group, to every file, to every share, and finally to who actually touched the content.…
Stop Blind External Sharing—Catch It Before Disaster
Aug. 3, 2025

Stop Blind External Sharing—Catch It Before Disaster

Your audit logs aren’t protecting you—they’re politely lying. One careless share can walk your crown jewels out the door while “all good” dashboards nod along. We break down the exact policies, PowerShell patterns, and real-time alerts to expose every risky SharePoint/OneDrive link, trace who touch…
Do You Trust Your M365 Resilience? Think Again
Aug. 2, 2025

Do You Trust Your M365 Resilience? Think Again

One “small” M365 hiccup can nuke your day—Teams spins, Outlook chokes, SharePoint vanishes—and your status page still says “healthy.” The culprit? Hidden dependencies (hello, Azure AD) that turn single glitches into cross-cloud pileups. Ditch the siloed runbooks. Build dependency-aware playbooks, o…
Unlock Blazing SharePoint Sites With ONE Setting
Aug. 2, 2025

Unlock Blazing SharePoint Sites With ONE Setting

Your SharePoint isn’t “slow”—your assets are. Flip the one switch pros use (Microsoft 365 Private CDN with tight origins) and watch pages snap to life. No fairy dust, just smarter delivery of images, CSS, and JS—plus a maintenance routine that keeps it fast when branding changes, sites sprawl, and …
Modern SharePoint Pages Done Wrong—Are You Guilty?
Aug. 2, 2025

Modern SharePoint Pages Done Wrong—Are You Guilty?

Your SharePoint looks modern—but it’s secretly slowing your team down. Those pretty pages hide static lists, dead-end buttons, and buried actions that force people back to email and Excel. Flip the script: use SPFx (not just JSON) to make pages that do things—flag risks, trigger flows, push alerts …
Hidden Dangers Inside Your Power BI Audit Logs
Aug. 2, 2025

Hidden Dangers Inside Your Power BI Audit Logs

Your Power BI audit logs aren’t boring—they’re blowing the whistle. Hidden in that wall of “View Report” and “Share Dashboard” events are the clues behind your creeping license costs, ghost workspaces, risky external shares, and stale data decisions. Build one governance dashboard that fuses audit …
Your SIEM Is Missing Critical M365 Logs
Aug. 2, 2025

Your SIEM Is Missing Critical M365 Logs

Your SIEM isn’t blind—it’s blinking. Out-of-the-box connectors skip crucial M365 logs (mailbox forwarding, granular SharePoint sharing, Teams/Power Platform actions), so the “all good” green light is faking you out. Turn your SIEM from checkbox to chokehold: ingest the right audit streams, filter n…
PowerShell Remoting Is NOT Just a Command
Aug. 1, 2025

PowerShell Remoting Is NOT Just a Command

Your PowerShell Remoting isn’t “just a connection”—it’s the backbone of your M365 security (or your biggest liability). One sloppy session, a hard-coded credential, or a legacy auth toggle, and you’ve built an attack path right into production. Architect remoting like a system—least privilege, toke…
Your 365 Setup Needs Multigeo—Here’s Why
Aug. 1, 2025

Your 365 Setup Needs Multigeo—Here’s Why

Multigeo is the “one switch” most global Microsoft 365 tenants ignore—yet it can slash SharePoint/OneDrive load times for Asia and EMEA by up to 70%, end data-residency fire drills, and kill cross-region latency. Instead of a single US/EU data hub that slows Tokyo, Mumbai, or São Paulo, Multigeo ho…
Graph Notifications: The Step You’re Missing
Aug. 1, 2025

Graph Notifications: The Step You’re Missing

Stop missing SharePoint updates because your Microsoft Graph webhooks go silent. The #1 reason your change notifications fail? A tiny validation echo your endpoint mishandles in the first five seconds—no JSON, no wrappers, just the raw token back. From airtight token checks to smart retries, automa…