If you ask most Power Platform administrators to describe everything in their environment, you'll get a partial answer. They'll know about the apps they built. They'll know about the flows that broke recently. But the full picture? That's rarely available.
This isn't a failure of the admin team. It's a natural consequence of how Power Platform grows — organically, across multiple makers, over months and years.
An environment audit brings clarity.
What we look at
Solutions and components
Every managed and unmanaged solution, every component within them. Apps, flows, plugins, web resources, security roles, environment variables, custom connectors — all of it.
We're not just counting components. We're looking at:
- Ownership — Who created this, and are they still with the organization?
- Dependencies — What breaks if this component changes?
- Duplication — Are there multiple components doing the same thing?
- Health — Are flows failing? Are apps being used?
Security configuration
Security roles, business units, teams, field-level security profiles. We review the full security model to identify:
- Roles with more access than necessary
- Users with multiple conflicting roles
- Gaps in field-level security for sensitive data
- Service accounts with elevated privileges
Data model
The Dataverse schema — tables, columns, relationships, and data quality. We assess whether the data model supports the current business processes or has become a liability.
Customization patterns
How the environment was built matters. We look for:
- Unsupported customizations that could break during updates
- JavaScript customizations without source control
- Plugins without proper error handling
- Flows built on deprecated connectors
What you get
The output of an audit isn't a spreadsheet dump. It's a prioritized assessment:
- Critical issues — Things that pose immediate risk (security gaps, broken dependencies, unsupported customizations)
- Improvement opportunities — Areas where the platform can be cleaned up, consolidated, or modernized
- Strategic recommendations — How the environment should evolve to support upcoming business needs
Why it matters now
If your organization is considering Copilot, AI Builder, or any AI capabilities, the state of your environment matters more than ever. AI amplifies whatever it finds — clean data, good security, clear processes get better results. Messy environments get messy AI.
An audit is the starting point for any meaningful platform improvement.
Interested in an environment audit? Get in touch.