Personal Development Journal 17th January 2020 – YouTube
Jan18

Personal Development Journal 17th January 2020 – YouTube

I’ve had my head buried in video editing over the last few weeks, so this journal includes some Camtasia and YouTube tips. The highlight of the week was an episode of the CRM Rocks podcast, which discussed how companies should approach business transformation projects. CRM Rocks – https://crmrocks.com/2019/12/15/digital-transformation-success-with-guus-krabbenborg/. source

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Thanks for the Lego Neil – YouTube
Jan15

Thanks for the Lego Neil – YouTube

This is a short video to thank Neil Benson for sending me this awesome Customery Lego Figure and his continued guidance. Neil creates fantastic courses on … source

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Canvas Apps: Checking Form Mode Form.Mode and Select Functions – YouTube
Jan14

Canvas Apps: Checking Form Mode Form.Mode and Select Functions – YouTube

This video is part of my ‘Easy Opportunities Manager’ series, which documents building a basic #CanvasApp #PowerApp to easily manage opportunity records in the Common Data Service (#CDS). The series is aimed at beginners and provides a complete step by step walkthrough of how to build an app on the #Microsoft #PowerPlatform. Exercise files, including required data and apps at the start and end of the build, are available...

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Checking the Transcription Status: Azure Cognitive Services Batch Transcription with Power Automate – YouTube
Jan09

Checking the Transcription Status: Azure Cognitive Services Batch Transcription with Power Automate – YouTube

You can download the Flow from here – https://link.freefall365.com/cognitiveservicesfiles. This is video three in a four video series where I demonstrate how to use Power Automate to transcribe audio files using Azure Cognitive Services Batch Transcription feature and my thought process through learning about the steps involved. Part 3: Retrieving the Transcription request, checking the status and results In this part I...

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The Prerequisites: Azure Cognitive Services Batch Transcription with Power Automate – YouTube
Jan09

The Prerequisites: Azure Cognitive Services Batch Transcription with Power Automate – YouTube

You can download the Flow from here – https://link.freefall365.com/cognitiveservicesfiles. This is video one in a four video series where I demonstrate how to use Power Automate to transcribe audio files using Azure Cognitive Services Batch Transcription feature and my thought process through learning about the steps involved. Part 1: The Prerequisites. In this part, I look at – What Service I Used – How did I decide...

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Creating the Transcription Request: Azure Cognitive Services Batch Transcription with Power Automate – YouTube
Jan09

Creating the Transcription Request: Azure Cognitive Services Batch Transcription with Power Automate – YouTube

You can download the Flow from here – https://link.freefall365.com/cognitiveservicesfiles. This is video two of in a four video series where I demonstrate how to use Power Automate to transcribe audio files using Azure Cognitive Services Batch Transcription feature and my thought process through learning about the steps involved. Part 2: Creating the Transcription Request This part covers – – How I used the HTTP...

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The Results: Azure Cognitive Services Batch Transcription with Power Automate – YouTube
Jan09

The Results: Azure Cognitive Services Batch Transcription with Power Automate – YouTube

You can download the Flow from here – https://link.freefall365.com/cognitiveservicesfiles. This is video four in a four video series where I demonstrate how to use … source

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Canvas Apps: Using Collections. Closing Opportunities Part 4 – Lost – YouTube
Jan06

Canvas Apps: Using Collections. Closing Opportunities Part 4 – Lost – YouTube

This video is part of my ‘Easy Opportunities Manager’ series, which documents building a basic #CanvasApp #PowerApp to easily manage opportunity records in the Common Data Service (#CDS). The series is aimed at beginners and provides a complete step by step walkthrough of how to build an app on the #Microsoft #PowerPlatform. Exercise files, including required data and apps at the start and end of the build, are available...

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Person Development Journal 13th December 2019 – YouTube
Dec15

Person Development Journal 13th December 2019 – YouTube

Huge thanks to Jef Patton & Associates, The CRM Ninja, April Dunnam and the #PowerAddicts for contributing to my personal development this week. #CelebratePowerAddicts. Links: – Jeff Patton & Associates: https://www.jpattonassociates.com/user-story-mapping/ – April Dunnam: https://www.youtube.com/user/apeyd41686 – The Oops Factor: https://youtu.be/aUkf1T_UsuM – PowerAddicts Hangout:...

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Skydive Algarve October 2019 – YouTube
Dec04

Skydive Algarve October 2019 – YouTube

Some jumps from my break in the Algarve in October 2019. Some 2-ways and a very messy 3-way. source

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Canvas Apps: Accommodating Asynchronous Updates. Closing an Opportunity Part 3 – YouTube
Dec03

Canvas Apps: Accommodating Asynchronous Updates. Closing an Opportunity Part 3 – YouTube

This video is part of my ‘Easy Opportunities Manager’ series, which documents building a basic #CanvasApp #PowerApp to easily manage opportunity records in the Common Data Service (#CDS). The series is aimed at beginners and provides a complete step by step walkthrough of how to build an app on the #Microsoft #PowerPlatform. Coming from a traditional CRM/Customer Engagement background, I let the user experience in my...

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Canvas Apps: Closing an Oppotuninity using Power Automate and the HTTP with Azure AD Connector – YouTube
Nov29

Canvas Apps: Closing an Oppotuninity using Power Automate and the HTTP with Azure AD Connector – YouTube

This video is part of my ‘Easy Opportunities Manager’ series, which documents building a basic #CanvasApp #PowerApp to easily manage opportunity records in the Common Data Service (#CDS). The series is aimed at beginners and provides a complete step by step walkthrough of how to build an app on the #Microsoft #PowerPlatform. In this episode, I experienced a Power Automate nuisance factor which over time developed into a...

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Canvas Apps: Closing an Opportunity Part 1. Win Opportunity Screen with Validation – YouTube
Nov27

Canvas Apps: Closing an Opportunity Part 1. Win Opportunity Screen with Validation – YouTube

This video is part of my ‘Easy Opportunities Manager’ series, which documents building a basic #CanvasApp #PowerApp to easily manage opportunity records in the Common Data Service (#CDS). The series is aimed at beginners and provides a complete step by step walkthrough of how to build an app on the #Microsoft #PowerPlatform. In this episode, we use existing components in our template and some basic conditional statements...

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Personal Development Journal 22nd November 2019 – YouTube
Nov24

Personal Development Journal 22nd November 2019 – YouTube

This week I spent most of my time working with #PowerApps and #PowerAutomate. I also spent some time with a hypnotherapist to (among other things) help me make better use of the time I have. The highlight of the week was using the HTTP with Azure AD connector in Power Atomate. A great video from John Liu demonstrates this – https://youtu.be/xBaxQHyXCKU . source

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Personal Development Journal 15th November 2019 – YouTube
Nov15

Personal Development Journal 15th November 2019 – YouTube

Personal Development Journal 18th November 2019. Special thanks this week to Keith Watling and Dona Sarkar on the #PowerAddicts monthly call – https://youtu.be/njDWv4yCKe4 Other notable references – – Remote: No Office Required – https://basecamp.com/books/remote – D365 Customer Service – https://oxa.microsoft.com/courses/course-v1:Microsoft+MB-230.1+2019_T1/course/ – MB-600 Skills Outline...

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Canvas Apps Revision: Using Launch() to Call, Email and Locate a CDS Contact. – YouTube
Nov12

Canvas Apps Revision: Using Launch() to Call, Email and Locate a CDS Contact. – YouTube

Canvas Apps Revision: Using Launch to Call, Email and Locate a CDS Contact This video is part of my ‘Easy Opportunities Manager’ series, which documents building a basic #CanvasApp #PowerApp to easily manage opportunity records in the Common Data Service (#CDS). The series is aimed at beginners and provides a complete step by step walkthrough of how to build an app on the #Microsoft #PowerPlatform. This episode acts as...

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Personal Development Journal 08th November 2019 – YouTube
Nov08

Personal Development Journal 08th November 2019 – YouTube

Personal Development Journal 08th November 2019 References – – Radical Candor by Kim Scott – https://www.radicalcandor.com/the-book/ MB-230 Microsoft Dynamics 365 Customer Service – https://docs.microsoft.com/en-gb/learn/certifications/exams/mb-230 Master the Fundamentals of AI and Machne Learning – https://www.linkedin.com/learning/paths/master-the-fundamentals-of-ai-and-machine-learning User Story...

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Personal Development Journal 01st November 2019 – YouTube
Nov02

Personal Development Journal 01st November 2019 – YouTube

In this weeks journal, I discuss the following – SHANARRI – https://www.twinkl.co.uk/teaching-wiki/shanarri Agile Requirments Foundation – https://www.linkedin.com/learning/agile-requirements-foundations/ Radical Candor by Kim Scott – https://www.radicalcandor.com/the-book/ Master the Fundamentals of AI and Machne Learning...

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Canvas Apps Revision: Enhancing the Edit Form and Editing Data Cards – YouTube
Oct23

Canvas Apps Revision: Enhancing the Edit Form and Editing Data Cards – YouTube

This video is part of my ‘Easy Opportunities Manager’ series, which documents building a basic #CanvasApp #PowerApp to easily manage opportunity records in the Common Data Service (#CDS). The series is aimed at beginners and provides a complete step by step walkthrough of how to build an app on the #Microsoft #PowerPlatform. This episode revises the concepts covered in episodes 002 and 003. We add and resize some fields on...

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Personal Development Journal – 18th October 2019 – YouTube
Oct18

Personal Development Journal – 18th October 2019 – YouTube

Learning this Week – – LinkedIn Learning: Requirements Elicitation and Analysis – https://www.linkedin.com/learning/requirements-elicitation-and-analysis Next … source

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Creating a Frame for your Video Using Camtasia and Paint.Net – YouTube
Oct18

Creating a Frame for your Video Using Camtasia and Paint.Net – YouTube

In this video, I demonstrate how I use Camtasia and Paint.Net to create a frame for my tutorial videos. source

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Canvas Apps: Launching Dynamics 365 for Customer Engagement Record. – YouTube
Oct05

Canvas Apps: Launching Dynamics 365 for Customer Engagement Record. – YouTube

This video is part of my ‘Easy Opportunities Manager’ series, which documents building a basic #CanvasApp #PowerApp to easily manage opportunity records in the Common Data Service (#CDS). The series is aimed at beginners and provides a complete step by step walkthrough of how to build an app on the #Microsoft #PowerPlatform. In this video, I add a toolbar to the Easy Opportunities Management canvas app and on the toolbar...

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Fun with AI Builder, Classic CRM Books and Canvas Apps – YouTube
Sep25

Fun with AI Builder, Classic CRM Books and Canvas Apps – YouTube

I found a few of my very first Microsoft Dynamics CRM books while clearing some old stuff out. I remember how passionate and inspired they made me feel when I first bought each one of them. I wanted to put them to good use, and so I used that spark of motivation to have some fun with the new PowerPlatform AI Builder, and canvas apps. So, I built a simple app that when the AI Builder control identifies one of the books, it displays an...

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Canvas Apps: Creating a Prompt & Response Dialog/Popup – YouTube
Sep20

Canvas Apps: Creating a Prompt & Response Dialog/Popup – YouTube

This video is part of my ‘Easy Opportunities Manager’ series, which documents building a basic #CanvasApp #PowerApp to easily manage opportunity records in the Common Data Service (#CDS). The series is aimed at beginners and provides a complete step by step walkthrough of how to build an app on the #Microsoft #PowerPlatform. In this video, I demonstrate how to add a prompt & response dialog to the ‘Easy...

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Canvas Apps: Overview of Controls in the CDS Template Toolbar – YouTube
Sep18

Canvas Apps: Overview of Controls in the CDS Template Toolbar – YouTube

This video is part of my ‘Easy Opportunities Manager’ series, which documents building a basic #CanvasApp #PowerApp to easily manage opportunity records in the Common Data Service (#CDS). The series is aimed at beginners and provides a complete step by step walkthrough of how to build an app on the #Microsoft #PowerPlatform. In episode 005, I explore the CDS template in more detail. I look at the controls in the header of...

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Personal Development Journal 03rd September 2019 – YouTube
Sep03

Personal Development Journal 03rd September 2019 – YouTube

In this journal, I reflect on the past 3 weeks. Including Scrum, user mapping, negotiation skills, and trying hard to engage in the community. I complain about losing momentum and my sore shoulder. source

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Canvas Apps: Sorting, Searching and Filtering CDS Gallery by Status and Owner – YouTube
Aug28

Canvas Apps: Sorting, Searching and Filtering CDS Gallery by Status and Owner – YouTube

This video is part of my ‘Easy Opportunities Manager’ series, which documents building a basic #CanvasApp #PowerApp to easily manage opportunity records in the Common Data Service (#CDS). The series is aimed at beginners and provides a complete step by step walkthrough of how to build an app on the #Microsoft #PowerPlatform. This video demonstrates how to sort, search, and filter our gallery of opportunities. We will be...

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Canvas Apps: Display CDS Owner Field. Conditional if Statement and Polymorphic Lookups – YouTube
Aug20

Canvas Apps: Display CDS Owner Field. Conditional if Statement and Polymorphic Lookups – YouTube

This video is part of my ‘Easy Opportunities Manager’ series, which documents building a basic #CanvasApp #PowerApp to easily manage opportunity records in the Common Data Service (#CDS). The series is aimed at beginners and provides a complete step by step walkthrough of how to build an app on the #Microsoft #PowerPlatform. In the third episode of ‘Freefalling Through… Canvas Apps’ I add the opportunity...

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Canvas Apps: CDS Gallery Items, Related Entities, Formatting Currency. – YouTube
Aug13

Canvas Apps: CDS Gallery Items, Related Entities, Formatting Currency. – YouTube

This video is part of my ‘Easy Opportunities Manager’ series, which documents building a basic #CanvasApp #PowerApp to easily manage opportunity records in the Common Data Service (#CDS). The series is aimed at beginners and provides a complete step by step walkthrough of how to build an app on the #Microsoft #PowerPlatform. In the second episode of Freefalling Through… Canvas Apps I add some relevance to the list of...

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Personal Development Journal – 09th August 2019 – YouTube
Aug09

Personal Development Journal – 09th August 2019 – YouTube

I’m going to try and do these wee informal journal videos every two weeks. They will be rough edits providing a quick overview of what I’ve been doing to enhance and develop my mental and physical health while learning new skills. Recently (amongst other things), I’ve continued to learn from Mark Smith’s 90 Day Mentoring Challenge, Dug deeper into Scrum using Neil Benson’s Scrum for Dynamics course and...

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Canvas Apps: Create from Template, Connect to CDS, Preview, Launch on Device – YouTube
Aug06

Canvas Apps: Create from Template, Connect to CDS, Preview, Launch on Device – YouTube

This video is part of my ‘Easy Opportunities Manager’ series, which documents building a basic #CanvasApp #PowerApp to easily manage opportunity records in the Common Data Service (#CDS). The series is aimed at beginners and provides a complete step by step walkthrough of how to build an app on the #Microsoft #PowerPlatform. Exercise files, including required data, apps at the start and end of the build are available here...

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Quickly Formating Dynamics 365 Document Templates – YouTube
Apr25

Quickly Formating Dynamics 365 Document Templates – YouTube

In this ‘Quick Tip’ video I will demonstrate how you can quickly format a document template generated by Dynamics 365 for Customer Engagement. We do this by creating a template usig the file suplied to us and then changing the template of you document template form the Developer tab. Background music: http://www.bensound.com/royalty-free-music source

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Getting Dynamics 365 Data into Power BI – YouTube
Mar29

Getting Dynamics 365 Data into Power BI – YouTube

In this video I demonstrate how to connect to Dynamics 365 for Customer Engagement from Power BI and how to pull some Dynamics 365 data into our data model. To do this I use the an Xrm ToolBox plugin named Power Query (M) Builder. A huge thankyou goes out to the developers of this tool as it has saved me many hours of work. Power Query (M) Builder Create Power Query (M) scripts for Dynamics 365 and Power BI 20190423-Inclusion of all...

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Voice of the Customer Overview / Demo – Dynamics 365 – YouTube
May25

Voice of the Customer Overview / Demo – Dynamics 365 – YouTube

This is an overview of the ‘Voice of the Customer’ solution available in Microsoft Dynamics 365. source

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Create a Repeating List of Child Records on a Word Template (1:N) Example: Products on a Quote – YouTube
May04

Create a Repeating List of Child Records on a Word Template (1:N) Example: Products on a Quote – YouTube

This video shows you how to find and add the correct relationship to your Word Template so that you can add fields from child records and create a repeating list on your template (1:N Relationship) source

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MS CRM Word Templates – Adding Fields from a Parent Record (N:1) – YouTube
May02

MS CRM Word Templates – Adding Fields from a Parent Record (N:1) – YouTube

This video shows you how to find and add the correct relationship to your Word Template so that you can add fields from a parent record (N:1 Relationship) source

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Enabling the Developer Tab in Microsoft Word – YouTube
Apr26

Enabling the Developer Tab in Microsoft Word – YouTube

This is a quick training video which shows how to enable to Developer tab in Microsoft Word. Once enabled, you can use this tab to access the XML Mappings … source

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