Microsoft MVP | Power Platform & Dynamics 365 CRM Technical Consultant
Practical answers on what I work on, speaking and training, and what working together looks like, across Power Platform and Dynamics 365 CRM. If your question is not here, just ask me directly.
Some are delivery problems. Processes still running on spreadsheets, forwarded emails and manual approvals. Data sitting in a legacy CRM or line-of-business system that needs to move into Dynamics 365 and Dataverse without losing its meaning. A Dynamics 365 implementation that went live but does not match how the sales, service or operations teams actually work.
Others are platform problems. An estate that has grown without environment strategy, security review or a clear route to production, so nobody is certain what is in use or who supports it. Solutions that were built, deployed and never really adopted. Or licences bought and a platform available, with no clear answer to how people across the business start building on it safely: who is allowed to make what, what standards they follow, where they go when they are stuck, and how any of it gets supported afterwards.
The second group is rarely fixed by a single project. It takes sustained work inside the organisation: understanding what is actually there before changing it, and leaving the people who depend on it able to carry it forward. I have written more about that in how I help organisations.
Start with the outcome. What is this process actually meant to produce, and for whom? Then map how it runs today, including the steps nobody has written down and the workarounds people have quietly built.
From there, four things matter. Who is involved, and what each of them needs from the process. What it depends on, whether that is another system, a piece of data, or a person being available. Where time is genuinely lost and where errors actually happen. And the conditions and exceptions, because a process that works cleanly most of the time usually has cases that go another route, and those cases are where automation breaks if they were never accounted for.
Once that is clear, the answer usually is too. Some steps are worth automating straight away. Some should be simplified first, because automating a poor process only makes it harder to see. Some are better left alone, because the effort would outweigh the return.
Knowing which is which is most of the value.
Not by starting with the community. Most failed attempts were asked to carry the whole weight of an organisation's Power Platform ambitions, without visibility into what was being built and without governance standards for people to follow. A community cannot solve a visibility problem or a governance problem. It can only work once those are in place.
So the order matters. Get an inventory of what already exists across the tenant, through the Power Platform Admin Center or the CoE Starter Kit. Put an environment strategy, DLP policies and access standards in place so there is something for people to build against. Then the community has something solid to sit on.
The community itself is built on distributed ownership rather than one enthusiastic person. Champions identified by behaviour rather than title, each owning a specific area. A documented asset library holding reusable components, governance guidance and templates. A structured Teams space with channels per area and regular office hours. A rotation of who presents, so the same faces are never at the front. And psychological safety underneath all of it, because without it you get attendance rather than participation.
Then measure it. Active makers against total licences, solutions actually in production, governance compliance, community engagement. The organisation funded those licences and needs evidence the investment is returning.
I have written both halves up in full: The 5 Pillars of Sustainable Power Platform Governance and Adoption and How to Build an Internal Community That Stands the Test of Time.
Training works best when it is pitched separately at the groups who need different things: end users who need to do their job in a new system, makers who need to build safely, and administrators who need to keep the environment healthy. I also run workshops as part of discovery, where the aim is not to teach but to get the people who know the process into one room and work out what is actually true. The goal throughout is that capability stays in the organisation rather than leaving with me.
Sessionize and the Microsoft MVP directory are the usual starting points, along with the speaker lists from events like the Microsoft Power Platform Conference, Community Summit and DynamicsCon LIVE. Look for someone who still builds on the platform rather than only talks about it, and check whether they have presented to an audience like yours before.
I speak on Power Platform, Dynamics 365 and AI in the workplace, as a Microsoft MVP in Business Applications. I have taken part in panel sessions at Microsoft Ignite and the Microsoft Power Platform Conference, and spoken at Community Summit North America, DynamicsCon LIVE and Microsoft Reactor, alongside technical conferences, community events and user groups internationally, in keynotes, breakouts, panels and moderation. Bios, headshot and full details are on my speaking, training and workshops page.
Email me with the event, the audience, the format and the date. Community events and user groups are usually unpaid; corporate training and internal sessions are paid, and travel is normally covered for in-person events. A few weeks is enough notice for an online session, longer if travel is involved. Bios, headshot and session details are on my speaking, training and workshops page.
Yes. I am interested in working with organisations over the longer term, including from within the organisation itself, whether that is an in-house role, an internal project, a long-term engagement or another form of deep collaboration. The work I find most rewarding is the kind that goes past a single delivery: improving processes, getting an existing platform into better shape, and leaving people inside the organisation able to build on it themselves.
Yes. I am based in Malta and open to relocating where there is a strong fit.
Tell me what your organisation is working towards and where it is getting stuck. What happens today, who it affects, and what you have already tried is enough. You do not need a formal brief or a specification. From there we can work out whether the problem is a good fit for Power Platform and Dynamics 365, and whether I am the right person to help with it.