Practical insights at the intersection of AI, CRM, and the Microsoft Cloud.
Articles, patterns, and field notes from delivering Power Platform, Dynamics 365, and data solutions in complex, regulated environments.
• Deep dives on Dynamics & Power Platform patterns
• Lessons learned from public-sector implementations
• AI & Copilot use cases that actually stick
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Designing AI copilots for case workers, not demos
Many AI pilots start as impressive demos and end as abandoned prototypes. We share a framework for identifying high-value Copilot use cases inside Dynamics 365 and Power Platform – with a focus on public-sector case workers, not just IT.
Topics include data readiness, prompt design, security boundaries in GCC/GCCH, and how to measure success without overpromising what AI can do.
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Five mistakes we see in Power Platform “citizen dev” programs
Shadow apps, no DLP, and unclear ownership can undo the promise of low-code. We outline guardrails that keep creativity without losing control.
Governance Landing zonesFrom Dynamics CRM 4.0 to D365: what really matters
It’s tempting to treat upgrades as a technical exercise. We highlight the non-negotiables: permissions, integrations, and reporting that can’t break.
Dynamics 365 Legacy upgradesBuilding “trustworthy enough” data for frontline dashboards
Rather than chasing perfect data, we focus on how to get to “decision-grade” data for Power BI, with clear caveats and ownership.
Power BI Data qualityDesigning canvas apps that field staff actually enjoy using
Learn UI and UX patterns that keep screens fast, accessible, and aligned with how people move through their day.
Canvas Apps UX patternsModernizing permitting without breaking compliance
A look at how to bring Power Pages, Dataverse, and Pay.gov together while respecting SORN, records management, and OCIO guidance.
Permitting GCC / GCCHWhy we like short accelerators over giant “phase one” projects
Short, focused accelerators reduce risk, build trust, and leave you with reusable patterns. We explain how we structure them.
Accelerators Delivery patt