Chad Stokes

Most business owners don't know they're bleeding money. They just know something feels slow. Here are the exact questions we ask on every discovery call. If they hesitate on even one — there's money on the table. 💸 1. Missed Appointments & No-Shows "How much revenue did you lose last month from cancelled appointments — and how are you currently reminding people?" ✔ Fix it with Power Automate + Copilot Studio 🕳️ 2. Leads Falling Through the Cracks "What happens to a lead that comes in Friday...

If you're going to use the M365 Personal Productivity tools, you should understand 𝘄𝗵𝗮𝘁 𝘁𝗵𝗲𝘆'𝗿𝗲 𝗺𝗮𝗱𝗲 𝗮𝗻𝗱 𝗻𝗼𝘁 𝗺𝗮𝗱𝗲 𝗳𝗼𝗿 and most importantly, where they actually live. 🔁 Workflows = Automation Use it when you want to automate tasks across Microsoft 365. Example: “When I get an ‘Account Expired’ email → add item to tomorrow’s standup.” ✔ Uses Microsoft apps ✔ AI prompts for logic ✔ Lives in Power Platform environment ❌ Cannot use external connectors (like DocuSign) ❌...

It's so easy to build a Dataverse table now with AI, unfortunately it also means it's so easy to miss critical configurations that are so hard to undo later. 1️⃣ Naming matters - It's more than just vanity Avoid adding “s” to table names. 𝘞𝘩𝘺 𝘉𝘪𝘨 𝘩𝘦𝘢𝘥𝘢𝘤𝘩𝘦 𝘭𝘢𝘵𝘦𝘳? -> Dataverse automatically pluralizes it and now you're testing Web API calls and cant remember if its new_cars, new_cares, new_carss? 2️⃣ Many-to-many - It saves clicks but causes earthquates Native N:N...