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EnvironmentStrategy.md

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Environment Strategy

Overview

  • How do you use your Default Environment?
  • What other types of environments do you have?
  • What is the purpose of each environment type?
  • Do environments have database (for each type)?
  • What can users do/create in each of the environment type?
  • Who can create Trial and/or Production Environments?
  • What are your environment drivers (per application, per team. per department, per geographic location etc.)?

Licensing

  • What is the general licensing policy for Power Platform in your company?
  • How can a user request a license?
  • How can a user request an add-on?

Environment Lifecycle

  • Who can create environments?
  • Where can the environment be created (geographic location)?
  • What are the base settings for environment creation?
  • How can a user request an environment?
  • How do you decide, if a user needs and environment?
  • When should the environment be deleted?
  • Who can delete environments?
  • What is the process to delete the environment?
  • How do you monitor existing environment?

Envrionment Security (should be described for each type)

  • Who can access environments?
  • Who can administer the environments?
  • Which Security Roles are granted for the users?
  • Can Service Accounts be used within different environment types?
    • How can a user request a service account?
    • When should we license the service accounts?
    • How can a user work as a service account?
    • How should service account be used for connections?

Data Loss Prevention Policy

  • What is the default behavior for new connectors?
  • What are common blocked connectors?
  • Which global Data Loss Prevention Policies are created?
  • What is the default Data Loss Prevention policy for newly created environments?
  • How are different Data Loss Prevention Policies applied to each environment type?
  • Which connectors are allowed for each environment type?
  • How are the exceptions handled?
  • What is the process to request a specific connector?
  • How are custom connectors covered by the Data Loss Prevention Policies?
  • What is the process to request and review a Custom connector?
  • Are these processes automated?
  • How often are the Policies reviewed?

Dataverse for Teams

  • Is Dataverse for teams enabled for the tenant?
  • Which Data Loss Prevention policies apply to the newly created Teams Environments?
  • Should the users provide justification about the necessity of the Teams environment?
  • How are these environments are monitored?
  • What are typical limitations for Dataverse for Teams environments?
  • What are typical use cases for Dataverse for Teams environments?
  • What is the process to review such Environments?
  • What is the process to convert Dataverse for Teams to Production environments?