Friday, October 16, 2026

Power Platform ALM with GitHub Actions: Export, Source-Control and Deploy a Cloud Flow Solution (Step by Step)

Moving Power Automate flows between environments by hand (export a zip, import a zip, fix connections, repeat) does not scale and leaves no history. In this walkthrough I build a small but complete CI/CD pipeline with GitHub Actions and the official Microsoft Power Platform Actions that:

  1. Exports a solution from a Dev environment (unmanaged + managed)
  2. Unpacks it into readable source files and commits them to GitHub
  3. Packs it as managed and imports it into a Target environment
  4. Sets environment variable values per environment using a deployment settings file

Along the way I hit three real errors. I've documented each one with the cause and the fix, because that is where most of the time goes.


What you'll build

Component Purpose
Solution CICDSampleSolution Container for everything that moves between environments
Cloud flow CICD Sample - Send Notification Manual trigger → Compose → Office 365 Outlook Send an email (V2)
Environment variable cicddemo_NotificationRecipient The email To address, different per environment
Connection reference (Office 365 Outlook) Lets the flow's connection be swapped per environment
Entra ID app registration Service principal the pipeline signs in as
GitHub workflow 1 - Export Dev → Git (unpacked source)
GitHub workflow 2 - Deploy Git → Target (managed import)
 Dev environment ──(1 Export: export + unpack + commit)──► GitHub repo (main)
                                                              │
                                                              ▼
 Target environment ◄──(2 Deploy: pack managed + import + settings file)──┘

Prerequisites

Requirement Notes
Two Power Platform environments with Dataverse Source (Dev) and Target. A Developer environment works fine as a target.
Permission to create an Entra ID app registration To create the service principal
System Administrator security role in both environments You need it yourself to grant it to the app user (see Error 2)
A GitHub account Private repository is fine

Step 1: Create a publisher and solution

In make.powerapps.com → Solutions → New solution, create a publisher with your own prefix rather than using the default publisher. The prefix becomes part of every component name (for example cicddemo_NotificationRecipient), so pick it once and keep it.

New publisher

Then create the solution itself:

Field Value
Display name CICD Sample Solution
Name CICDSampleSolution (this is what the pipeline uses)
Publisher the publisher you just created

New solution

Step 2: Add an environment variable

Inside the solution: New → More → Environment variable.

Field Value
Display name Notification Recipient
Name cicddemo_NotificationRecipient
Data type Text
Default value an email address for the Dev environment

Environment variable

Step 3: Build a simple cloud flow inside the solution

New → Automation → Cloud flow → Instant, trigger Manually trigger a flow.

Instant flow

Add three steps:

  1. Compose with a static message.
  2. Send an email (V2) (Office 365 Outlook).
  3. Set To to the Notification Recipient environment variable (Dynamic content → Environment Variables), Body to the Compose Outputs.

Flow design

Tip: if the solution does not show a connection reference after you save the flow, select the flow → Advanced → Add required objects. That pulls the connection reference into the solution. Without it, the target environment has nothing to bind a connection to.

Solution components

Step 4: Create the service principal

  1. Entra admin center → App registrations → New registration. Single tenant, no redirect URI.
  2. Certificates & secrets → New client secret. Copy the value immediately; it's shown only once.
  3. In Power Platform admin center, for each environment: Settings → Users + permissions → Application users → New app user → pick the app → root business unit → System Administrator.

App registration

Step 5: Create the GitHub repository, secrets and variables

Create a private repository and add:

Type Name Value
Secret PP_CLIENT_ID Application (client) ID
Secret PP_TENANT_ID Directory (tenant) ID
Secret PP_CLIENT_SECRET Client secret value
Variable SOURCE_ENVIRONMENT_URL https://<dev-org>.crm.dynamics.com
Variable TARGET_ENVIRONMENT_URL https://<target-org>.crm.dynamics.com

Environment URLs aren't secret, so repository variables keep them readable. Only the three identity values go into secrets.

Repository variables

Step 6: Workflow 1 — Export from Dev and commit to Git

.github/workflows/export-solution.yml

name: 1 - Export solution from Source (Dev)

# Exports the unmanaged + managed solution from the source environment,
# unpacks it into source-controlled files and commits them to main.

on:
  workflow_dispatch:
    inputs:
      solution_name:
        description: "Solution unique name"
        required: true
        default: "CICDSampleSolution"

permissions:
  contents: write

env:
  SOURCE_ENVIRONMENT_URL: ${{ vars.SOURCE_ENVIRONMENT_URL }}
  SOLUTION_NAME: ${{ github.event.inputs.solution_name }}
  SOLUTION_EXPORT_DIR: out/exported
  SOLUTION_SOURCE_FOLDER: solutions

jobs:
  export-from-source:
    runs-on: windows-latest
    steps:
      - name: Checkout repository
        uses: actions/checkout@v4

      - name: Install Power Platform Tools
        uses: microsoft/powerplatform-actions/actions-install@v1

      - name: Who am I (verify service principal connection)
        uses: microsoft/powerplatform-actions/who-am-i@v1
        with:
          environment-url: ${{ env.SOURCE_ENVIRONMENT_URL }}
          app-id: ${{ secrets.PP_CLIENT_ID }}
          client-secret: ${{ secrets.PP_CLIENT_SECRET }}
          tenant-id: ${{ secrets.PP_TENANT_ID }}

      - name: Publish all customizations
        uses: microsoft/powerplatform-actions/publish-solution@v1
        with:
          environment-url: ${{ env.SOURCE_ENVIRONMENT_URL }}
          app-id: ${{ secrets.PP_CLIENT_ID }}
          client-secret: ${{ secrets.PP_CLIENT_SECRET }}
          tenant-id: ${{ secrets.PP_TENANT_ID }}

      - name: Export unmanaged solution
        uses: microsoft/powerplatform-actions/export-solution@v1
        with:
          environment-url: ${{ env.SOURCE_ENVIRONMENT_URL }}
          app-id: ${{ secrets.PP_CLIENT_ID }}
          client-secret: ${{ secrets.PP_CLIENT_SECRET }}
          tenant-id: ${{ secrets.PP_TENANT_ID }}
          solution-name: ${{ env.SOLUTION_NAME }}
          solution-output-file: ${{ env.SOLUTION_EXPORT_DIR }}/${{ env.SOLUTION_NAME }}.zip
          managed: false

      - name: Export managed solution
        uses: microsoft/powerplatform-actions/export-solution@v1
        with:
          environment-url: ${{ env.SOURCE_ENVIRONMENT_URL }}
          app-id: ${{ secrets.PP_CLIENT_ID }}
          client-secret: ${{ secrets.PP_CLIENT_SECRET }}
          tenant-id: ${{ secrets.PP_TENANT_ID }}
          solution-name: ${{ env.SOLUTION_NAME }}
          solution-output-file: ${{ env.SOLUTION_EXPORT_DIR }}/${{ env.SOLUTION_NAME }}_managed.zip
          managed: true

      - name: Unpack solution (Both)
        uses: microsoft/powerplatform-actions/unpack-solution@v1
        with:
          solution-file: ${{ env.SOLUTION_EXPORT_DIR }}/${{ env.SOLUTION_NAME }}.zip
          solution-folder: ${{ env.SOLUTION_SOURCE_FOLDER }}/${{ env.SOLUTION_NAME }}
          solution-type: Both
          overwrite-files: true

      - name: Commit unpacked solution to main
        shell: pwsh
        run: |
          git config user.name  "github-actions[bot]"
          git config user.email "41898282+github-actions[bot]@users.noreply.github.com"
          git add "${{ env.SOLUTION_SOURCE_FOLDER }}/${{ env.SOLUTION_NAME }}"
          if (git diff --cached --quiet) {
            Write-Host "No solution changes to commit."
          } else {
            git commit -m "Export $env:SOLUTION_NAME from source environment (run $env:GITHUB_RUN_NUMBER)"
            git push origin HEAD:main
          }
Step Action Why
Install Power Platform Tools actions-install@v1 Installs the Power Platform CLI on the runner. Must be first.
Who am I who-am-i@v1 Fails fast if the service principal can't reach the environment
Publish publish-solution@v1 Ensures unpublished edits are included
Export ×2 export-solution@v1 Unmanaged (for source) + managed (so unpack can capture both)
Unpack unpack-solution@v1 with solution-type: Both Turns the zip into reviewable XML/JSON files
Commit git in PowerShell Pushes the unpacked source to main

Run export

Step 7: Deployment settings file

The deployment settings file is how you give the target environment its own environment variable values (and optionally connections) without anyone clicking through import dialogs.

deployment-settings/CICDSampleSolution.COE.json

{
  "EnvironmentVariables": [
    {
      "SchemaName": "cicddemo_NotificationRecipient",
      "Value": "target-team@contoso.com"
    }
  ],
  "ConnectionReferences": [
    {
      "LogicalName": "new_sharedoffice365_xxxxx",
      "ConnectionId": "",
      "ConnectorId": "/providers/Microsoft.PowerApps/apis/shared_office365"
    }
  ]
}

You can generate a starter version with pac solution create-settings --solution-zip <zip> --settings-file <file> and fill in the values.

Step 8: Workflow 2 — Deploy to Target as managed

.github/workflows/deploy-solution.yml

name: 2 - Deploy solution to Target (COE)

# Packs the source-controlled solution as MANAGED and imports it into the
# target environment, applying environment variable values and connection
# references from a deployment settings file.

on:
  workflow_dispatch:
    inputs:
      solution_name:
        description: "Solution unique name"
        required: true
        default: "CICDSampleSolution"
  workflow_run:
    workflows: ["1 - Export solution from Source (Dev)"]
    types: [completed]

env:
  TARGET_ENVIRONMENT_URL: ${{ vars.TARGET_ENVIRONMENT_URL }}
  SOLUTION_NAME: ${{ github.event.inputs.solution_name || 'CICDSampleSolution' }}
  SOLUTION_SOURCE_FOLDER: solutions
  BUILD_DIR: out/build

jobs:
  deploy-to-target:
    # Run on manual trigger, or after a successful export run
    if: ${{ github.event_name == 'workflow_dispatch' || github.event.workflow_run.conclusion == 'success' }}
    runs-on: windows-latest
    environment: COE
    steps:
      - name: Checkout repository (latest main)
        uses: actions/checkout@v4
        with:
          ref: main

      - name: Install Power Platform Tools
        uses: microsoft/powerplatform-actions/actions-install@v1

      - name: Pack managed solution
        uses: microsoft/powerplatform-actions/pack-solution@v1
        with:
          solution-folder: ${{ env.SOLUTION_SOURCE_FOLDER }}/${{ env.SOLUTION_NAME }}
          solution-file: ${{ env.BUILD_DIR }}/${{ env.SOLUTION_NAME }}_managed.zip
          solution-type: Managed

      - name: Who am I (verify target connection)
        uses: microsoft/powerplatform-actions/who-am-i@v1
        with:
          environment-url: ${{ env.TARGET_ENVIRONMENT_URL }}
          app-id: ${{ secrets.PP_CLIENT_ID }}
          client-secret: ${{ secrets.PP_CLIENT_SECRET }}
          tenant-id: ${{ secrets.PP_TENANT_ID }}

      - name: Import managed solution into target
        uses: microsoft/powerplatform-actions/import-solution@v1
        with:
          environment-url: ${{ env.TARGET_ENVIRONMENT_URL }}
          app-id: ${{ secrets.PP_CLIENT_ID }}
          client-secret: ${{ secrets.PP_CLIENT_SECRET }}
          tenant-id: ${{ secrets.PP_TENANT_ID }}
          solution-file: ${{ env.BUILD_DIR }}/${{ env.SOLUTION_NAME }}_managed.zip
          use-deployment-settings-file: true
          deployment-settings-file: deployment-settings/${{ env.SOLUTION_NAME }}.COE.json
          force-overwrite: true
          publish-changes: true
          run-asynchronously: true
          max-async-wait-time: 60

      - name: Upload build artifact
        uses: actions/upload-artifact@v4
        with:
          name: ${{ env.SOLUTION_NAME }}-managed
          path: ${{ env.BUILD_DIR }}/${{ env.SOLUTION_NAME }}_managed.zip

Key points:

Setting Why
pack-solution with solution-type: Managed Builds the managed zip from the files in Git, so Git is the source of truth
use-deployment-settings-file: true Applies target-specific environment variable values on import
workflow_run trigger Deploy starts automatically after a successful export (and is skipped after a failed one)
environment: COE GitHub environment, so you can add a required-reviewer approval gate later

Why not trigger Deploy on push? The export workflow pushes with the default GITHUB_TOKEN, and pushes made with that token do not trigger other workflows. workflow_run is the clean way to chain them.


Running it

Export run — all steps green:

Export success

The unpacked solution is now in Git as readable files, so every change to the flow shows up as a diff:

Unpacked source in Git

Deploy started automatically through workflow_run:

Deploy triggered

Deploy success

The managed solution in the target environment:

Managed solution in target

Components in target

Notice two things: the flow is Off, and the owner of every component is the service principal. That leads to the final, one-time step.

Step 9: Post-deployment (one time per target environment)

The managed import created the connection reference, but no connection is bound to it yet. Because of that, the flow arrives Off. Components inside a managed solution can't be edited, so open the environment's Default Solution instead:

  1. Solutions → Default Solution → Connection references, then search for the connection reference's logical name.
  2. Open it, choose your Office 365 Outlook connection (or + New connection) and Save.

Bind connection reference

  1. Back in the managed solution, select the flow and click Turn on.

Flow turned on

This is a one-time step per target environment. After later deployments, check that the connection reference is still bound and the flow is still On. If an upgrade clears the binding, re-bind it here, or move to a connection the service principal is allowed to use and put its ID in the settings file.

Step 10: Test the deployed flow

Open the flow in the target environment and select Run → Continue → Run flow. The email arrives at the address held in the target value of the environment variable, not the Dev value. That proves the deployment settings file did its job.

Run succeeded

Run steps

Here is the full history of the Deploy workflow, including the failed run that taught me Error 3 below:

Deploy runs


Troubleshooting: the three errors I hit

Error 1 — does not have permission to access the path …/environments

Who am I error

Symptom who-am-i logs authenticated successfully, then fails saying the service principal does not have permission to access the environment
Cause The app registration and secret are correct (Entra sign-in worked), but the app is not an Application user in that Dataverse environment
Fix Add it as an Application user with System Administrator in every environment the pipeline touches

Error 2 — PrivilegeDenied when creating the Application user

Privilege denied

Symptom There was a problem adding the app to this environment… PrivilegeDenied
Cause You can only assign a security role you hold yourself. Being a Global or Power Platform administrator does not automatically make you a Dataverse System Administrator in an environment, and the Default environment is the usual place this shows up.
Fix Power Platform admin center → the environment → Membership → add yourself as System Administrator, wait a minute, then create the Application user again

Error 3 — ConnectionAuthorizationFailed (403) during import

Connection authorization failed

Symptom Import fails with An unexpected error occurred. Solutions → History in the target shows error 8004801E: the caller does not have the minimum required permission … on connection … under API 'shared_office365'
Cause I put my user-owned Outlook connection ID in the deployment settings file. The import runs as the service principal, and the service principal isn't allowed to use a connection owned by someone else. Microsoft's guidance is that the connection must be owned by, or shared with, the owner of the connection reference.
Fix Leave ConnectionId empty for per-user connectors like Office 365 Outlook, and bind the connection once in the target after the first deployment (see Step 9). Connections the service principal can own, or shareable connections, can go straight into the file.

Debugging tip: when the pipeline only says unexpected error, open Solutions → History in the target environment, select the failed import and expand More details. The real error is there.


Lessons learned

Lesson
Run who-am-i first It turns a vague import failure into a clear permissions error in seconds
The service principal needs an Application user in each environment Entra sign-in success ≠ Dataverse access
You must hold System Administrator yourself to grant it Use Membership in the admin center
Imported flows are owned by the service principal and arrive Off Plan a post-deploy step for connections and activation
Per-user connectors can't be bound by the service principal Leave ConnectionId blank, bind once in the target
Check Solutions → History for the real error The CLI often reports a generic message
Avoid the Default environment as a Dev source for real projects Use a dedicated Developer or Sandbox environment

References (Microsoft Learn)

Tuesday, October 13, 2026

Auto-Sync a Power BI Report from SharePoint Online to the Power BI Service

Save the .pbix in a SharePoint library once, connect it from a workspace once, and every later save flows into the Power BI service automatically. A hands-on walkthrough with screenshots.

ItemDetail
LevelBeginner – Intermediate
Time needed20–30 minutes
ToolsPower BI Desktop, SharePoint Online, Power BI service (app.powerbi.com)
OutcomeA report in a Power BI workspace that re-syncs from a .pbix in SharePoint about every hour

1. The key idea

Common misconception: Uploading a .pbix to SharePoint does NOT make it appear in Power BI. You must connect the file from a Power BI workspace once (Import → SharePoint). After that, the service checks the file about every hour and syncs changes.
StageWhat happens
1. AuthorBuild the report in Power BI Desktop and save SalesDemo.pbix
2. StoreUpload / save the .pbix into a SharePoint document library
3. ConnectIn a workspace: Import → Report, Paginated Report or Workbook → SharePoint → pick the file
4. SyncPower BI keeps a link to the file’s SharePoint item ID and runs a “OneDrive refresh” roughly every hour
5. UpdateReplace the file in SharePoint → report + semantic model in the service update automatically

2. Prerequisites

RequirementWhy
Power BI Desktop (latest)To build and save the .pbix
Microsoft 365 work/school account with a Power BI licenceSharePoint / OneDrive for work or school options are disabled without a subscription
Edit access to a SharePoint document libraryTo store the .pbix
A Power BI workspace (My workspace or a shared one)Where the report and semantic model are created
Not a Document Set folder, not personal OneDriveBoth are unsupported sources for this import

3. Step 1 – Prepare sample data

Any data works. For this walkthrough, an Excel workbook with a single table named SalesTable (240 rows, Jan–Sep) was used.

ColumnTypeExample
OrderIDWhole number1001
OrderDateDate2026-03-14
RegionTextNorth / South / East / West
ProductTextLaptop, Monitor, Keyboard…
CategoryTextHardware / Accessories / Software
Units, UnitPrice, RevenueNumber5 × 14,000 = 70,000
Tip: Format the range as an Excel Table (Ctrl+T) so Power BI picks up a clean, named table in the Navigator.

4. Step 2 – Build the report in Power BI Desktop

#Action
1Home → Get data → Excel workbook (or the Excel workbook tile on the start screen)
2Enter the file path or click Browse… → select the workbook
3Next → tick SalesTable in the Navigator → Load
4In the Data pane tick Region + Revenue → a clustered column chart is created
5Click an empty part of the canvas, tick Category + Revenue → second chart
6Resize the visuals and save the file as SalesDemo.pbix
Figure 1

Figure 1: Get Data (Power Query) → Excel workbook: enter the File path or use Browse…

Figure 2

Figure 2: Report with two visuals; Data pane fields and X/Y-axis wells highlighted

5. Step 3 – Put the .pbix in SharePoint

Two ways to get the file into the library:

OptionHowBest for
A. Browser uploadSharePoint library → Create or upload → Files upload → pick SalesDemo.pbixOne-off upload of an existing file
B. Save from DesktopPower BI Desktop → File → Save as → SharePoint → choose site & folderOngoing work: every Ctrl+S writes straight to SharePoint
Figure 3

Figure 3: Option A – the .pbix in the SharePoint library folder (Create or upload highlighted)

Figure 4

Figure 4: Option B – File → Save as → SharePoint lists your sites directly in Power BI Desktop

Watch out: libraries that require check-out

If the library has “Require documents to be checked out before they can be edited” set to Yes, a newly uploaded file stays checked out to you as a draft (version 0.1). Power BI and other users only see the last checked-in version.

SymptomFix
File shows a checked-out icon / “Checked Out To” = youSelect the file → ⋯ → More → Check in → choose Major version
Changes saved but Power BI never picks them upCheck the file in after every upload or save
Want to avoid this entirelyUse a library where Require Check Out = No (Library settings → Versioning settings)
Figure 5

Figure 5: Library settings → Versioning settings → Require Check Out

6. Step 4 – Connect the file from the Power BI service

#Action
1Open app.powerbi.com → go to the target workspace
2Import → Report, Paginated Report or Workbook → SharePoint
3In Select a file, pick the site (Quick access or More places…) → Documents → PowerBI folder
4Select SalesDemo.pbix → Upload
5The workspace now shows a Report and a Semantic model, both named SalesDemo
Figure 6

Figure 6: Workspace → Import → Report, Paginated Report or Workbook → SharePoint

Figure 7

Figure 7: Select a file: site → Documents → PowerBI → SalesDemo.pbix → Upload

Figure 8

Figure 8: Result: SalesDemo report + SalesDemo semantic model in the workspace

Note: “From this computer” uploads a copy with no link back. Only the OneDrive and SharePoint options create the synced connection.

7. Step 5 – Turn on automatic sync

Both settings live on the semantic model, not on the report.

#Action
1Hover the SalesDemo row of type Semantic model → ⋯ (More options) → Settings
2Scroll the left menu to OneDrive and SharePoint and expand it
3Sync mode → select Automatic updates
4OneDrive refresh → make sure the toggle is On (it also shows the linked SharePoint location)
5Settings save immediately – there is no Apply button in the side pane
Figure 9

Figure 9: Semantic model → ⋯ → Settings

Figure 10

Figure 10: OneDrive and SharePoint → Sync mode → Automatic updates

Figure 11

Figure 11: OneDrive and SharePoint → OneDrive refresh → On (location redacted)

Sync mode options explained

OptionBehaviourWhen it applies
Restrict updatesOnly the semantic model owner can pull file changes, and only by a manual refreshDefault for every NEW semantic model
Automatic updatesService updates automatically from the file; users with write permission can refreshChoose this for hands-off sync
Default updatesLegacy behaviour kept for older modelsExisting models only; disappears once you change the setting
Admin dependency: If Automatic updates is greyed out, a Fabric admin must enable the tenant setting “Semantic model owners can choose to automatically update from files imported from OneDrive or SharePoint”.

8. Step 6 – Verify

CheckWhere
Report opens and shows the visualsWorkspace → SalesDemo (Report)
Sync historySemantic model → ⋯ → Refresh history → OneDrive tab
Linked file locationSemantic model → Settings → OneDrive refresh
End-to-end testChange a visual in Desktop → save/replace in SharePoint → check in → wait up to ~60 min
Figure 12

Figure 12: The SalesDemo report rendered in the Power BI service

9. Two different “refreshes” – don’t mix them up

OneDrive refresh (file sync)Data refresh (semantic model)
What it updatesReport pages, visuals, measures, model structure from the .pbixData rows from the original data sources
Reads fromThe .pbix file in SharePoint / OneDriveThe sources (Excel, SQL, …) – NOT the .pbix
FrequencyAbout every hour, automaticManual (Refresh now) or a schedule you configure
Writes back to the .pbix?NoNo – refreshed data stays in the service
Needs a gateway?NoYes, if any source is on-premises or a local file path
Tip: If your Excel source sits on a local drive, scheduled data refresh fails without a gateway. Store the source workbook in SharePoint too and connect with Get data → SharePoint folder (or Web with the file URL) so the service can refresh it with cloud credentials.

10. What breaks the link? Rename, move, copy

Power BI tracks the file by its SharePoint/OneDrive item ID, not by its name or path.

Action on the .pbixItem IDSync keeps working?
Rename in SharePoint (⋯ → Rename)SameYes
Move to another folder/library (Move to, drag & drop)SameYes (documented)
Upload a new version with the same name → ReplaceSameYes – recommended way to update
Save from Desktop directly to the SharePoint fileSameYes
Save As a new name in Desktop and uploadNewNo
Copy the file, or copy another file over itNewNo (documented)
Delete and re-upload, even with the same nameNewNo
Remember: Renaming the file does not rename the report or semantic model in the service – rename those separately (⋯ → Rename). If the link breaks, import the file again and re-apply Sync mode = Automatic updates on the new semantic model.

11. Troubleshooting

ProblemLikely causeFix
Changes don’t appear after an hourSync mode still Restrict updatesSet Automatic updates, or owner runs Refresh now
Changes don’t appear (check-out library)New version not checked inCheck in as a major version
Changes don’t appearPower BI lost its connection to OneDrive/SharePoint (e.g. credentials changed)Re-import the file; choose “Keep me signed in” when prompted
Automatic updates option disabledTenant setting enforces restricted updatesAsk the Fabric admin to enable the owner-choice setting
Refresh fails after syncData source credentials missing / gateway offlineSemantic model → Settings → Data source credentials / gateway
Link broken after copying the fileCopy creates a new item IDUse Replace or Move instead; re-import if already broken
File not selectable in the pickerStored in a Document Set or personal OneDriveMove it to a normal library folder in OneDrive for work or school / SharePoint
Downloaded live-connection report won’t re-syncConnection string incompatible after downloadOpen in Desktop, reconnect to the semantic model, save again

12. Quick checklist

  • Build and save the .pbix in Power BI Desktop
  • Upload or Save as → SharePoint (normal library, not a Document Set)
  • Check the file in if the library requires check-out
  • Workspace → Import → Report… → SharePoint → select the file
  • Semantic model → Settings → Sync mode = Automatic updates
  • Confirm OneDrive refresh = On
  • Update by replacing the same file – never copy or Save As
  • Verify in Refresh history → OneDrive tab

References

Friday, October 9, 2026

Exchange Online - Archive Emails

Archive Emails Older Than X Years in Exchange Online – The Server-Side Way (MRM + PowerShell)

Scenario: A user's mailbox is almost full. They tried Outlook rules / bulk "Move to folder" to archive emails older than 3 years, but it keeps failing after a few thousand items. Fix: Let Exchange Online do it on the server with MRM (Messaging Records Management) + Online Archive – no client, no throttling, any volume.


TL;DR

ItemValue
ProblemOutlook client-side bulk moves/rules fail on large volumes
SolutionDefault Policy Tag (DPT) with Move to Archive action + Online Archive
EngineManaged Folder Assistant (MFA) – runs server-side
ToolingExchange Online PowerShell (ExchangeOnlineManagement module)
Time to completeMinutes to configure; MFA may take one or more cycles on large mailboxes
User impactNone – old mail appears under Online Archive in Outlook / OWA with the same folder structure

Why Outlook Rules Fail

ApproachRuns whereLimitation
Outlook rule / "Run rules now"ClientStops on large item counts, depends on Outlook staying open
Drag-and-drop / Move to folderClientThrottled, times out, no resume
Outlook AutoArchive (.pst)ClientCreates local PST – not recommended, not available in new Outlook
MRM Move-to-Archive tagServer (Exchange Online)No client dependency, processes the full mailbox

What is MRM?

Messaging Records Management = Exchange feature that automatically moves or deletes mailbox items based on age.

ComponentWhat it is
Retention TagRule: after N days → action (Move to Archive / Delete)
Retention PolicyContainer of tags; one policy per mailbox
Managed Folder Assistant (MFA)Background process that stamps tags and performs the action

Retention tag types

Tag typeApplies toAllowed actions
Default Policy Tag (DPT)Whole mailbox (untagged items)Move to Archive, Delete and Allow Recovery, Permanently Delete
Retention Policy Tag (RPT)A default folder (Inbox, Sent Items, Deleted Items…)Delete only
Personal TagFolders/items the user tags in OutlookMove to Archive, Delete and Allow Recovery, Permanently Delete

⚠️ You can't create an Inbox-only "Move to Archive" tag. RPTs support delete actions only. For admin-driven archiving, use a DPT (whole mailbox). For folder-specific archiving, users can apply a Personal tag (shown as Archive Policy in Outlook).

Policy rules to remember

RuleDetail
DPTs per policyMax one Move-to-Archive DPT + one Delete DPT (+ one voicemail DPT)
Age orderingMove-to-Archive DPT age must be lower than the Delete DPT age
No archive mailboxMove-to-Archive action does nothing
MFA scheduleProcesses each mailbox at least once every 7 days; force it with Start-ManagedFolderAssistant
BlockersRetentionHoldEnabled = $true or ElcProcessingDisabled = $true stops processing
Disabled user accountItems aren't moved to the archive

Default MRM Policy (built-in)

TagTypeAgeAction
Default 2 years move to archiveDPT730 daysMove to Archive
Recoverable Items 14 days move to archiveRecoverable Items14 daysMove to Archive
Personal 1 / 5 year move to archive, Never movePersonal365 / 1825 / –Move to Archive
1 Week … 5 Years Delete, Never DeletePersonal7–1825 / –Delete and Allow Recovery
Junk EmailRPT30 daysDelete and Allow Recovery

💡 If the mailbox already uses Default MRM Policy, simply enabling the archive starts moving items older than 2 years. Use a custom policy (below) when you need a different age, e.g. 3 years.


Prerequisites

RequirementDetail
Admin roleExchange Administrator / Global Administrator (or Recipient + Retention Management roles)
PowerShell moduleExchangeOnlineManagement
Archive licensingExchange Online Plan 2, Microsoft 365 E3/E5, or Exchange Online Archiving add-on (for Plan 1)
Auto-expanding archiveArchive must be enabled first; up to 1.5 TB; cannot be disabled once on
Mailbox stateAccount enabled, no Retention Hold, ELC processing enabled

Solution Flow

StepActionCmdlet
0Connect and start transcriptConnect-ExchangeOnline
1Baseline: size, oldest Inbox item, current policy, blockersGet-Mailbox, Get-MailboxStatistics, Get-MailboxFolderStatistics
2Enable Online Archive (+ auto-expanding)Enable-Mailbox -Archive / -AutoExpandingArchive
3Review tags in current policyGet-RetentionPolicy, Get-RetentionPolicyTag
4Create 3-year Move-to-Archive DPTNew-RetentionPolicyTag
5Create new policy = existing tags + new DPTNew-RetentionPolicy
6Assign policy to mailboxSet-Mailbox -RetentionPolicy
7Kick off processingStart-ManagedFolderAssistant -FullCrawl
8Monitor progressExport-MailboxDiagnosticLogs, Get-MailboxStatistics -Archive
9(Optional) RollbackSet-Mailbox -RetentionPolicy <original>

🔑 Why create a new policy instead of editing the existing one? Editing a shared policy (like Default MRM Policy) changes every mailbox using it. A cloned policy limits the change to the target mailbox(es) and keeps all their existing tags.


Full PowerShell Script

Run in PowerShell ISE / VS Code. Edit the VARIABLES block, then run each #region one step at a time (select → F8) and review the output before moving on.

<#
=====================================================================================
 Archive mailbox items older than N years (Exchange Online - MRM / Online Archive)
 - Server-side Managed Folder Assistant moves items with a "Move to Archive" DPT
 - Run each STEP individually (select region -> F8)
=====================================================================================
#>

# ====================== VARIABLES (edit these) ======================
$UserMailbox    = "user@contoso.com"                    # Target mailbox (UPN / primary SMTP)
$AgeInDays      = 1095                                  # 3 years
$NewTagName     = "Move to Archive - 3 Years"           # New DPT (MoveToArchive)
$NewPolicyName  = "MRM Policy - Archive After 3 Years"  # New retention policy
$EnableAutoExpandingArchive = $true                     # Needs E3/E5, EXO Plan 2 or EOA add-on
$LogFolder      = "C:\Temp\ArchiveMailbox"
# ====================================================================

#region STEP 0 - Prereqs and connect
if (-not (Test-Path $LogFolder)) { New-Item -Path $LogFolder -ItemType Directory | Out-Null }
$Stamp = Get-Date -Format "yyyyMMdd_HHmmss"
Start-Transcript -Path "$LogFolder\ArchiveMailbox_$Stamp.log" -Append

if (-not (Get-Module -ListAvailable -Name ExchangeOnlineManagement)) {
    Install-Module ExchangeOnlineManagement -Scope CurrentUser -Force
}
Import-Module ExchangeOnlineManagement
Connect-ExchangeOnline -ShowBanner:$false
#endregion

#region STEP 1 - BEFORE snapshot (mailbox, archive, policy, holds)
$Mbx = Get-Mailbox -Identity $UserMailbox -ErrorAction Stop
$Mbx | Select-Object DisplayName, PrimarySmtpAddress, RecipientTypeDetails, ProhibitSendQuota,
    ProhibitSendReceiveQuota, ArchiveStatus, ArchiveGuid, AutoExpandingArchiveEnabled,
    RetentionPolicy, RetentionHoldEnabled, ElcProcessingDisabled, LitigationHoldEnabled, InPlaceHolds |
    Format-List

"--- Primary mailbox size ---"
Get-MailboxStatistics -Identity $UserMailbox |
    Select-Object DisplayName, ItemCount, TotalItemSize, DeletedItemCount, TotalDeletedItemSize | Format-List

"--- Inbox stats (oldest / newest item) ---"
Get-MailboxFolderStatistics -Identity $UserMailbox -FolderScope Inbox -IncludeOldestAndNewestItems |
    Select-Object Name, FolderPath, ItemsInFolder, ItemsInFolderAndSubfolders, FolderAndSubfolderSize,
    OldestItemReceivedDate, NewestItemReceivedDate | Format-Table -AutoSize

# Save current retention policy name for rollback
$OriginalPolicy = $Mbx.RetentionPolicy
"Original retention policy: $OriginalPolicy" | Out-File "$LogFolder\OriginalPolicy_$Stamp.txt"
"Original retention policy saved: $OriginalPolicy"

# These block MFA processing - must be False
if ($Mbx.RetentionHoldEnabled -or $Mbx.ElcProcessingDisabled) {
    Write-Warning "RetentionHoldEnabled or ElcProcessingDisabled is TRUE - MFA will NOT move items. Fix in STEP 1a."
} else {
    Write-Host "Retention hold / ELC processing OK." -ForegroundColor Green
}
#endregion

#region STEP 1a - (ONLY if warning above) Re-enable MFA processing
# Set-Mailbox -Identity $UserMailbox -RetentionHoldEnabled $false
# Set-Mailbox -Identity $UserMailbox -ElcProcessingDisabled $false
#endregion

#region STEP 2 - Enable Online Archive (and auto-expanding archive)
$Mbx = Get-Mailbox -Identity $UserMailbox
if ($Mbx.ArchiveStatus -ne "Active" -and $Mbx.ArchiveGuid -eq [Guid]::Empty) {
    Enable-Mailbox -Identity $UserMailbox -Archive
    Write-Host "Online Archive enabled." -ForegroundColor Green
} else {
    Write-Host "Online Archive already enabled." -ForegroundColor Yellow
}

if ($EnableAutoExpandingArchive) {
    $Mbx = Get-Mailbox -Identity $UserMailbox
    if (-not $Mbx.AutoExpandingArchiveEnabled) {
        try {
            Enable-Mailbox -Identity $UserMailbox -AutoExpandingArchive -ErrorAction Stop
            Write-Host "Auto-expanding archive enabled (irreversible)." -ForegroundColor Green
        } catch {
            Write-Warning "Auto-expanding archive not enabled: $($_.Exception.Message)"
        }
    } else {
        Write-Host "Auto-expanding archive already enabled." -ForegroundColor Yellow
    }
}

Get-Mailbox -Identity $UserMailbox | Select-Object ArchiveStatus, ArchiveName, ArchiveQuota, AutoExpandingArchiveEnabled | Format-List
#endregion

#region STEP 3 - Review tags in the CURRENT retention policy
$CurrentPolicyName = (Get-Mailbox -Identity $UserMailbox).RetentionPolicy
if ([string]::IsNullOrEmpty($CurrentPolicyName)) { $CurrentPolicyName = "Default MRM Policy" }

$CurrentTagNames = (Get-RetentionPolicy -Identity $CurrentPolicyName).RetentionPolicyTagLinks |
    ForEach-Object { $_.ToString() }

$CurrentTags = $CurrentTagNames | ForEach-Object { Get-RetentionPolicyTag -Identity $_ }
"--- Tags in current policy '$CurrentPolicyName' ---"
$CurrentTags | Select-Object Name, Type, RetentionAction, AgeLimitForRetention, RetentionEnabled | Format-Table -AutoSize

# Move-to-Archive DPT age must be LOWER than any Delete DPT age
$DeleteDpt = $CurrentTags | Where-Object {
    $_.Type -eq "All" -and $_.RetentionAction -in @("DeleteAndAllowRecovery", "PermanentlyDelete") -and $_.RetentionEnabled
}
if ($DeleteDpt -and $DeleteDpt.AgeLimitForRetention.Days -le $AgeInDays) {
    Write-Warning "Delete DPT '$($DeleteDpt.Name)' ($($DeleteDpt.AgeLimitForRetention.Days) days) is not longer than $AgeInDays days. Review before continuing."
} else {
    Write-Host "No conflicting Delete DPT." -ForegroundColor Green
}
#endregion

#region STEP 4 - Create the Move-to-Archive Default Policy Tag
if (-not (Get-RetentionPolicyTag -Identity $NewTagName -ErrorAction SilentlyContinue)) {
    New-RetentionPolicyTag -Name $NewTagName `
        -Type All `
        -RetentionAction MoveToArchive `
        -AgeLimitForRetention $AgeInDays `
        -RetentionEnabled $true `
        -Comment "Moves items older than $AgeInDays days to the Online Archive"
    Write-Host "Tag '$NewTagName' created." -ForegroundColor Green
} else {
    Write-Host "Tag '$NewTagName' already exists." -ForegroundColor Yellow
}
Get-RetentionPolicyTag -Identity $NewTagName | Select-Object Name, Type, RetentionAction, AgeLimitForRetention, RetentionEnabled | Format-List
#endregion

#region STEP 5 - Create new retention policy (existing tags + new DPT)
# Only one Move-to-Archive DPT is allowed per policy - drop the old one
$TagsToKeep = $CurrentTags | Where-Object {
    -not ($_.Type -eq "All" -and $_.RetentionAction -eq "MoveToArchive")
} | Select-Object -ExpandProperty Name

$NewPolicyTags = @($TagsToKeep) + $NewTagName | Select-Object -Unique
"Tags for new policy:"; $NewPolicyTags

if (-not (Get-RetentionPolicy -Identity $NewPolicyName -ErrorAction SilentlyContinue)) {
    New-RetentionPolicy -Name $NewPolicyName -RetentionPolicyTagLinks $NewPolicyTags
    Write-Host "Policy '$NewPolicyName' created." -ForegroundColor Green
} else {
    Set-RetentionPolicy -Identity $NewPolicyName -RetentionPolicyTagLinks $NewPolicyTags -Confirm:$false
    Write-Host "Policy '$NewPolicyName' already existed - tag links updated." -ForegroundColor Yellow
}
(Get-RetentionPolicy -Identity $NewPolicyName).RetentionPolicyTagLinks
#endregion

#region STEP 6 - Assign the policy to the mailbox
Set-Mailbox -Identity $UserMailbox -RetentionPolicy $NewPolicyName
Get-Mailbox -Identity $UserMailbox | Select-Object DisplayName, RetentionPolicy, ArchiveStatus | Format-List
#endregion

#region STEP 7 - Start the Managed Folder Assistant
# If the archive was just enabled and this errors, wait 15-30 min and re-run.
Start-ManagedFolderAssistant -Identity $UserMailbox -FullCrawl
Write-Host "MFA started. Large mailboxes may need several cycles - re-run daily if required." -ForegroundColor Cyan
#endregion

#region STEP 8 - Monitor progress (re-run after a few hours / next day)
$Diag = [xml](Export-MailboxDiagnosticLogs -Identity $UserMailbox -ExtendedProperties).MailboxLog
$Diag.Properties.MailboxTable.Property |
    Where-Object { $_.Name -like "ELC*" } |
    Select-Object Name, Value | Format-Table -AutoSize

"--- Primary mailbox ---"
Get-MailboxStatistics -Identity $UserMailbox | Select-Object ItemCount, TotalItemSize | Format-List

"--- Archive mailbox ---"
Get-MailboxStatistics -Identity $UserMailbox -Archive | Select-Object DisplayName, ItemCount, TotalItemSize | Format-List

"--- Inbox oldest item (should move toward the cut-off date) ---"
Get-MailboxFolderStatistics -Identity $UserMailbox -FolderScope Inbox -IncludeOldestAndNewestItems |
    Select-Object FolderPath, ItemsInFolder, FolderAndSubfolderSize, OldestItemReceivedDate | Format-Table -AutoSize
#endregion

#region STEP 9 - (OPTIONAL) Rollback to the original policy
# $OriginalPolicyName = Get-Content (Get-ChildItem "$LogFolder\OriginalPolicy_*.txt" | Sort-Object LastWriteTime | Select-Object -Last 1).FullName
# $OriginalPolicyName = $OriginalPolicyName -replace "Original retention policy: ",""
# Set-Mailbox -Identity $UserMailbox -RetentionPolicy $OriginalPolicyName
# Note: items already moved stay in the archive; the user can move them back if needed.
#endregion

#region STEP 10 - Disconnect
Stop-Transcript
Disconnect-ExchangeOnline -Confirm:$false
#endregion

Verifying Results

CheckWhat "good" looks like
ELCLastSuccessTimestamp (Step 8)Recent date/time after you started MFA
Primary TotalItemSizeDecreasing
Archive ItemCount / TotalItemSizeIncreasing
Inbox OldestItemReceivedDateMoves closer to today − N years
Outlook / OWAOnline Archive folder visible with same folder structure

Troubleshooting

SymptomLikely causeFix
Nothing movesArchive not enabledEnable-Mailbox -Archive
Nothing movesRetentionHoldEnabled / ElcProcessingDisabled = TrueSet both to $false
Nothing movesUser account disabledItems aren't archived for disabled accounts
Start-ManagedFolderAssistant errorsArchive still provisioningWait 15–30 min, re-run
Only part of mailbox movedLarge mailbox, MFA works in batchesRe-run Step 7 daily; check Step 8
Some folders not archivedPersonal tag "Never move to archive" applied by userExpected – personal tags override the DPT
New-RetentionPolicy failsTwo Move-to-Archive DPTs, or archive age ≥ delete ageKeep one archive DPT; archive age must be lower
Auto-expanding failsLicense doesn't include archivingAssign EXO Plan 2 / E3 / E5 or EOA add-on

Key Takeaways

#Takeaway
1Don't use Outlook rules for bulk archiving – use server-side MRM
2Move to Archive works only with DPTs or Personal tags – not with folder RPTs
3Clone the current policy instead of editing a shared one
4Always baseline first and save the original policy for rollback
5Use Start-ManagedFolderAssistant -FullCrawl to avoid waiting up to 7 days
6Auto-expanding archive is irreversible – confirm licensing and intent first

References (Microsoft Learn)

TopicLink
Retention tags and retention policieshttps://learn.microsoft.com/exchange/security-and-compliance/messaging-records-management/retention-tags-and-policies
Default folders that support RPTshttps://learn.microsoft.com/exchange/security-and-compliance/messaging-records-management/default-folders
Default Retention Policy (Default MRM Policy)https://learn.microsoft.com/exchange/security-and-compliance/messaging-records-management/default-retention-policy
How retention age is calculatedhttps://learn.microsoft.com/exchange/security-and-compliance/messaging-records-management/retention-age
Set up an archive and deletion policyhttps://learn.microsoft.com/purview/set-up-an-archive-and-deletion-policy-for-mailboxes
Enable archive mailboxeshttps://learn.microsoft.com/purview/enable-archive-mailboxes
Enable auto-expanding archivinghttps://learn.microsoft.com/purview/enable-autoexpanding-archiving
Start-ManagedFolderAssistanthttps://learn.microsoft.com/powershell/module/exchangepowershell/start-managedfolderassistant
New-RetentionPolicyTaghttps://learn.microsoft.com/powershell/module/exchangepowershell/new-retentionpolicytag
Enable-Mailboxhttps://learn.microsoft.com/powershell/module/exchangepowershell/enable-mailbox


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