All Content
explore our new search
Comprehensive Checklist for Power Platform Governance SEO
Image Source:
Power DevOps
Sep 28, 2023 2:53 PM

Comprehensive Checklist for Power Platform Governance SEO

by HubSite 365 about Suparna Banerjee

Cloud Solution Architect at Microsoft UK | Power Platform

Citizen DeveloperPower DevOpsM365 Hot NewsPower Setup

Master Microsoft Power Platform: follow these unique insights for powerful Governance Plan implementation and Power Platform Adoption.

This summary discusses a comprehensive guide by Suparna Banerjee on preparing an effectual 'Power Platform Governance Strategy'. This strategy ensures a smoother and more manageable Power Platform adoption procedure.

Power DevOps forms the core approach, focusing on a governance plan that clears the way for your ecosystem's development.

Setting up Governance

You commence by putting together a Center of Excellence team. These specialists are in charge of general administration and monitoring. A COE Starter Kit, a package of valuable tools that guide your strategy, is another necessity. The kit includes a Power Platform Inventory analysis mode, keeping you updated on your platform's landscape.

Environment Strategy

You should define the requirements for creating environments, such as your business needs and region of operation. Who administers each environment and the rules for requesting a new environment should be outlined. You must also establish an approach for managing Teams environments and a capacity limit for each environment.

Data Loss Prevention (DLP) Policies

Guidelines for deciding the connectors needed per environment, making DLP policies, choosing default Connectors for newly created environments, and updating existing DLP policies should be created. Define a method to have a new connector part of a Policy.


For security, set up tenant isolation rules and Conditional Access Policies. Define precise rules for environment creation and for handling user access requests.

App and Flow Management

Next, propose App Classification criteria determining which environments they belong to. Define an Inactive App/Flow Management Process and specify the process for promoting an App or proposing a new Enterprise App.

Application Lifecycle Management

Make your Application Lifecycle Management Strategy. It includes Azure DevOps Pipelines, GitHub workflows, Power Platform Pipelines, and ALM Accelerator.

Developer Guidance and Support

Lastly, set up your developer guide, arrange training sessions as required, and develop a line of support. Create a webpage with all essential quick-reference materials for empowering your users. Effective communication is crucial for managing Power Platform Governance smoothly.

In General

An effective governance plan is crucial in leveraging the full potential of Power Platform. With a properly established and managed platform, businesses can significantly increase productivity, automate crucial workflow, and reduce manual errors. The key is to ensure the right strategies and tools are in place, from environment strategy to data loss prevention policies and developer guidance. The Power Platform's flexibility and transformative potential can drive businesses forward when harnessed correctly.

Read the full article Power Platform Governance Checklist

Power DevOps - Comprehensive Checklist for Power Platform Governance SEO

Learn about Power Platform Governance Checklist

Power Platform is a powerful tool for businesses, providing a range of tools that can help with everything from data analysis to task management. However, like any tool, it's crucial to understand how to use it effectively and efficiently. This begins with setting up a comprehensive Governance Plan, equipping you for the Power Platform Adoption Journey. In creating such a plan, several steps are pivotal to ensure smooth running of this technological marvel within your organization.

Pre-Governance Arrangement:

  • Organizing Center of Excellence (CoE) Team: The team will be accountable for governance, administration and monitoring. The team should ideally have the Power Platform Admin or Global Admin role.
  • COE Starter Kit Installation: The COE Starter Kit aids in developing Microsoft Power Platform adoption strategies via its facets and components.
  • Analyzing the Current Power Platform Inventory: The COE Starter Kit's Power BI Dashboards can be utilized to understand the organization's present Power Platform landscape.

Devising an Environment Strategy:

  • Criteria for creating environments based on business need, region and security should be outlined.
  • Designate administrators for each environment and settle on an arrangement to request a new environment.
  • COE Starter Kit's Environment Management Process is a trusted resource.
  • Every environment should have a defined capacity limit - a precaution against overuse or underuse.

Establish Data Loss Prevention Policies:

  • Decide which connectors should be enabled for each environment.
  • Define default connectors for newly created environments and a process for safely updating existing DLP policies.
  • Establish a process for requesting a new connector to be part of the DLP policies.

Ensuring Security Measures:

  • Create responses to Cross tenant isolation, Conditional Access Policies, controlling environment creation and user access with help from Power Platform Admin Center.
  • Harness Security Groups to control environment access or use existing ticketing systems for licensing requirement management or new license request process.

App and Flow Management:

  • Create a classification criteria for Apps to distinguish what environment to allocate them to.
  • Set up an App compliance, inactive App/Flow management, and orphaned App/Flow management process.
  • Define processes for requesting new enterprise app, or promoting an app to a different environment.

Application Lifecycle Management:

  • Define your Application Lifecycle Management strategy and establish detailed Azure DevOps Pipelines for Power Platform ALM. Make use of the ALM Accelerator for exceptional Power Platform lifecycle management.

Developer Guidance, Upskilling, Communication and Support Plan:

  • Create developer guideline documents with best practices and standards.
  • Start training sessions for citizen developers and create a support model for developers and end users alike.
  • Establish a communication plan for major announcements.

In conclusion, understanding and utilizing these crucial steps will equip you for setting up a robust governance plan for Microsoft Power Platform utilization in your organization. Remember, a good plan and proper execution are key to harnessing the full potential of Power Platform.

More links on about Power Platform Governance Checklist

Detail Checklist to set up Power Platform Governance
May 24, 2023 — Detail Checklist to set up Power Platform Governance ; Monitor your Platform in a regular basis to make sure nothing is going beyond as expected.
Admin and governance best practices
Feb 27, 2022 — In this article · Report on resource usage · Track user access · Monitor Microsoft Dataverse usage · Monitor new connectors · Set up sharing alerts ...
6 Steps to Better Governance for Microsoft's Power Platform
6 Steps to Better Governance for Microsoft's Power Platform · 1. Establish a team structure for your environments. · 2. Set up data loss prevention policies. · 3.


Power Platform Governance, Governance Checklist, Microsoft Power Platform, Power Platform Management, Power Platform Policies, Power Platform Best Practices, Power Platform Administration, Power Platform Security, Power Platform Governance Strategy, Power Platform Compliance