Afshan Ipsen on The Oops Factor
May07

Afshan Ipsen on The Oops Factor

Finding out about Afshan’s love of a specific TV show genre (you’ll need to watch to find out!), and discussing the challenges of finding a new role in difficult times. Some very important tips to keep in mind. If you’d like to come appear on the show, please sign up at http://bit.ly/2NqP5PV – I’d love to have you on it! Click here to take a look at the other videos that are… Continue Reading...

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Working with Opportunity Close table
May04

Working with Opportunity Close table

I’ve recently had the experience of working with the Opportunity Close functionality within Dynamics 365, and given what occurred, thought it would be useful to document this so that others are able to see this as well. There are many scenarios in which we’d use this, and being able to give a comprehensive solution to clients does make all of the difference! There are three areas that I’d… Continue Reading...

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Andrew Ly on The Oops Factor
May02

Andrew Ly on The Oops Factor

Discussing various technical interests, such as the wonders of 3D printing, with Andrew, and going into the right (& wrong!) approaches to data security & protections. If you’d like to come appear on the show, please sign up at http://bit.ly/2NqP5PV – I’d love to have you on it! Click here to take a look at the other videos that are available to watch. The post Andrew Ly on The… Continue Reading...

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Carmen Ysewijn on The Oops Factor
Apr23

Carmen Ysewijn on The Oops Factor

Talking to Carmen about Belgium, her love of the countryside, and the beauty of nature and hiking through it. Also touching on the ‘wonders’ of canvas app functions… If you’d like to come appear on the show, please sign up at http://bit.ly/2NqP5PV – I’d love to have you on it! Click here to take a look at the other videos that are available to watch. The post Carmen Ysewijn on… Continue Reading...

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Kylie Kiser on The Oops Factor
Apr16

Kylie Kiser on The Oops Factor

Finding out about Kylie’s love of knitting (some of the things she’s created over time too), discussing pizza and monkey, and what happens when we’re not careful enough about system security! Cue a rescue mission at an unexpected time! If you’d like to come appear on the show, please sign up at http://bit.ly/2NqP5PV – I’d love to have you on it! Click here to take a look at the… Continue...

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Canvas Apps & Power Automates
Apr13

Canvas Apps & Power Automates

So it’s been a busy few weeks here, which is why I haven’t really been putting up any articles. March/April is always a busy time for our family with stuff going on, and this year I decided not to push myself to get articles out, as otherwise I’d be running very low on sleep! That being said, I’ve still had some great ideas about things that I’d like to share, and have been keeping a series…...

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Olena Borzenko on The Oops Factor
Apr02

Olena Borzenko on The Oops Factor

Talking to Olena about different hobbies such as painting, and the challenges that can come with projects. However, also finding out about ways to overcome those challenges, and what actually can allow us to overcome challenges and succeed! If you’d like to come appear on the show, please sign up at http://bit.ly/2NqP5PV – I’d love to have you on it! Click here to take a look at… Continue Reading...

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Ben Haynes on The Oops Factor
Mar26

Ben Haynes on The Oops Factor

Chatting to Ben about new hobbies that he’s started during lockdown, as well some items from way back in the day (anyone remember SharePoint DLL’s?) If you’d like to come appear on the show, please sign up at http://bit.ly/2NqP5PV – I’d love to have you on it! Click here to take a look at the other videos that are available to watch. The post Ben Haynes on The Oops Factor appeared… Continue Reading...

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Keegan Stanton on The Oops Factor
Mar19

Keegan Stanton on The Oops Factor

Finding out what Keegan has been learning during lockdown (awesome use of time!), challenges that raising children brings, and why it’s important to listen to your gut feelings. If you’d like to come appear on the show, please sign up at http://bit.ly/2NqP5PV – I’d love to have you on it! Click here to take a look at the other videos that are available to watch. The post Keegan… Continue Reading...

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PL-600: Microsoft Power Platform Solution Architect
Mar18

PL-600: Microsoft Power Platform Solution Architect

Well, it’s FINALLY here. And by finally, I guess I’m saying that I’ve been waiting for this for a while? The PL-600 exam is the new ‘Holy Grail’ for Dynamics 365/Power Platform people, being the Solution Architect (3 star) exam. Ten minutes after it went live, I booked to take it, and four hours after it went live I sat it! (I would have taken it sooner, but had to have supper first, get the…...

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Guro Faller on The Oops Factor
Mar12

Guro Faller on The Oops Factor

Speaking with Guro about her collection of dresses (can you guess how many she has?), travelling stories, and interesting things regarding hotels, suitcase collections, and much more! If you’d like to come appear on the show, please sign up at http://bit.ly/2NqP5PV – I’d love to have you on it! Click here to take a look at the other videos that are available to watch. The post Guro… Continue Reading...

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Samit Saini on The Oops Factor
Mar05

Samit Saini on The Oops Factor

Chatting to Samit about speaking at Ignite, his love of movies, and finding out interesting things around instruction manuals! If you’d like to come appear on the show, please sign up at http://bit.ly/2NqP5PV – I’d love to have you on it! Click here to take a look at the other videos that are available to watch. The post Samit Saini on The Oops Factor appeared first on The CRM… Continue Reading...

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Luise Freese on The Oops Factor
Feb26

Luise Freese on The Oops Factor

Discovering how Luise decided to learn piano (she also loves bubble wrap!), and how her luggage decided to go on a different journey to her (along with the use of technology, of course! If you’d like to come appear on the show, please sign up at http://bit.ly/2NqP5PV – I’d love to have you on it! Click here to take a look at the other videos that are available to watch. The post

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Branding Omnichannel Chat Widget
Feb23

Branding Omnichannel Chat Widget

One of the most basic functions of Omnichannel is the humble chat widget. This lovely little feature is there to be embedded on a webpage. People browsing the website can see it in the corner (or wherever it’s placed), and can then click on it to get help from a customer service person. When clicked on, the chat window immediately opens, and people can connect to a live advisor. As… Continue Reading thecrmninja’s...

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Jon Russell on The Oops Factor
Feb19

Jon Russell on The Oops Factor

Discovering how Jon loves photography, and has even used technology to automate things! Also covering the importance of mental health and looking after ourselves If you’d like to come appear on the show, please sign up at http://bit.ly/2NqP5PV – I’d love to have you on it! Click here to take a look at the other videos that are available to watch. The post Jon Russell on The Oops… Continue Reading...

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Solution Dependencies & Management
Feb16

Solution Dependencies & Management

Solutions are marvellous things. They enable us to be able to package up lots of components, and deploy them to different environments all together as one single package. However, there have been changes over time as to how solutions are used. I’m not (for the most part) going to go into the Managed VS Unmanaged debate, which I leave to people who are more in the know…. Microsoft… Continue Reading thecrmninja’s...

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Mark Smith on The Oops Factor
Feb12

Mark Smith on The Oops Factor

Discovering how Mark was actually a ninja in the past (you’ll have to listen to discover how!), the importance of looking after people, and challenges when running a company. If you’d like to come appear on the show, please sign up at http://bit.ly/2NqP5PV – I’d love to have you on it! Click here to take a look at the other videos that are available to watch. The post Mark Smith on… Continue Reading...

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MB-910: Microsoft Dynamics 365 Fundamentals Customer Engagement Apps
Feb09

MB-910: Microsoft Dynamics 365 Fundamentals Customer Engagement Apps

So here’s the thing. There used to be the MB-900 exam, which was the Microsoft Dynamics 365 Fundamentals exam. This was aimed at people who had a small knowledge of Dynamics 365, and it was really the base/entry-level exam into the qualifications for it. However, Dynamics 365 is actually comprised of two ‘parts’. There’s the ‘front office’ part that’s usually referred to as Customer…...

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Tamara Phelan on The Oops Factor
Feb05

Tamara Phelan on The Oops Factor

Finding out about how Tamara’s family came to get a dog, the joys of dog walking, along with the ‘joys’ of installing major hardware systems back in the day! If you’d like to come appear on the show, please sign up at http://bit.ly/2NqP5PV – I’d love to have you on it! Click here to take a look at the other videos that are available to watch. The post Tamara Phelan on The Oops… Continue...

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Finding Employment
Feb02

Finding Employment

I thought that, given it’s now a new year, this would be a topic that could be of use to people.Maybe it’s making all those new years resolutions that fills you with thoughts of new possibilities, but it’s usually around this time that people consider what they want their year to look like, and whether to decide to move employers, or stay in the same place. I frequently get messages on… Continue Reading...

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Alexio Chandiwana on The Oops Factor
Jan29

Alexio Chandiwana on The Oops Factor

Chatting with Alexio about football, the amazing work that he’s doing with the Africa PowerPlatform community, & how his journey into IT started (with some pitfalls along the way!) If you’d like to come appear on the show, please sign up at http://bit.ly/2NqP5PV – I’d love to have you on it! Click here to take a look at the other videos that are available to watch. The post Alexio… Continue Reading...

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Omnichannel – Wave 1 2021
Jan27

Omnichannel – Wave 1 2021

Today is a day that I’ve been looking forward to over the last few days. Leaving aside anything else that may be happening, it’s the day when the 2021 Wave 1 Release Notes come out! These cover the new functionality & features that will be released during the first half of 20201 for both Dynamics 365 & Power Platform. The links are here: Dynamics 365 – Continue Reading thecrmninja’s Article on their...

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Olena Grischenko on The Oops Factor
Jan22

Olena Grischenko on The Oops Factor

Talking about hobbies that we enjoy, though it may not fit our ‘public persona’, the importance of asking questions regardless of how we could be perceived, & work roles that can really suit our skills If you’d like to come appear on the show, please sign up at http://bit.ly/2NqP5PV – I’d love to have you on it! Click here to take a look at the other videos that are available to… Continue...

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Managed Solutions, & replacing a field
Jan19

Managed Solutions, & replacing a field

Well to start with, I’m sure that I’m going to get pulled up by some people for my use of the word ‘field’ in the title. After all, officially it’s now a ‘column’! But I (still) can’t let go of calling them as I’ve done so for over a decade, so field it is. Now to the actual topic of this blog post, which is centred around Managed Solutions. Leaving aside the whole debate about...

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Raphael Pothin on The Oops Factor
Jan15

Raphael Pothin on The Oops Factor

Finding out how Raphael got into cooking, the joys of simplicity in dishes, and how we can prepare ourselves for issues/failures that we know may come up! If you’d like to come appear on the show, please sign up at http://bit.ly/2NqP5PV – I’d love to have you on it! Click here to take a look at the other videos that are available to watch. The post Raphael Pothin on The Oops Factor… Continue Reading...

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Customising Case Resolutions
Jan12

Customising Case Resolutions

Well, the title is a bit of a mouthful, I’ll admit. Hopefully though this brings some good information, and can help people out. Cases are wonderful things, and can be used for tracking client interactions, compliments/complaints, and so many other things. What cases do have is the ability to resolve them, and provide information around the resolution. Now, the standard way of doing this… Continue Reading...

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Victor Dantas on The Oops Factor
Jan08

Victor Dantas on The Oops Factor

Discussing community events with Victor, & how he’s aiming to form a family band with the amazing number of musical instruments that they have! If you’d like to come appear on the show, please sign up at http://bit.ly/2NqP5PV – I’d love to have you on it! Click here to take a look at the other videos that are available to watch. The post Victor Dantas on The Oops Factor appeared… Continue Reading...

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The Bespoke Badger
Dec22

The Bespoke Badger

Some of you, no doubt, will be wondering what exactly this post is about. Others will be all too familiar with this, and likely be nodding their heads as they read through it. Cryptic, right? Well, let’s begin…. Our community. It’s amazing – that’s simply the only way to describe it. People give talks at User Groups, engage on the forums, hack at hackathons. Outside of our ‘day jobs’,...

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Daryl Labar on The Oops Factor
Dec18

Daryl Labar on The Oops Factor

Finding out about Daryl’s love of reading with his children, why we should push our limits, an amusing driving story involving woodchucks, and why exactly he denied new laptops to everyone in the company! If you’d like to come appear on the show, please sign up at http://bit.ly/2NqP5PV – I’d love to have you on it! Click here to take a look at the other videos that are available to… Continue Reading...

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Record security with Power Automate
Dec15

Record security with Power Automate

Today’s post is around record security, and how Power Automate can really be quite useful with this! Let’s take a quick recap of how security works (which is applicable to both Dynamics 365, as well as Power Platform apps). We have the following: Security roles, which are set up with specific privileges (Create/Read/Update/Delete etc) across each entity table, as well as for other system… Continue Reading...

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Gus Gonzalez on The Oops Factor
Dec11

Gus Gonzalez on The Oops Factor

Speaking to the one & only Gus Gonzalez around deep sea diving, project/client lessons learned, and what’s the best way to get 1-2-1 time with him! If you’d like to come appear on the show, please sign up at http://bit.ly/2NqP5PV – I’d love to have you on it! Click here to take a look at the other videos that are available to watch. The post Gus Gonzalez on The Oops Factor appeared… Continue Reading...

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‘Ghost’ lookup value following deployment
Dec09

‘Ghost’ lookup value following deployment

This is something that stumped me fairly recently. It’s also something that I was trying to work out what I should use at the title for this post! Let me share what happened. I’m working on a project that’s quite critical (COVID-19 related). This is a project that we’ve built something around Dynamics 365 as an additional wrapper, to provide specific functionality for the pandemic. It’s… Continue...

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Nick Stewart on The Oops Factor
Dec04

Nick Stewart on The Oops Factor

Discovering Nick’s passion for Ancient Rome & Culture, and how he came into it. Also discussing the importance of being able to say no to things! If you’d like to come appear on the show, please sign up at http://bit.ly/2NqP5PV – I’d love to have you on it! Click here to take a look at the other videos that are available to watch. The post Nick Stewart on The Oops Factor appeared… Continue Reading...

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Ana Inés Urrutia de Souza on The Oops Factor
Nov27

Ana Inés Urrutia de Souza on The Oops Factor

Talking with Ana around her love of photography, changing roles internally to see new challenges, & how we find out what our business strengths are! If you’d like to come appear on the show, please sign up at http://bit.ly/2NqP5PV – I’d love to have you on it! Click here to take a look at the other videos that are available to watch. The post Ana Inés Urrutia de Souza on The Oops… Continue Reading...

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Omnichannel Agent Presence Not Loading
Nov24

Omnichannel Agent Presence Not Loading

Recently, with some of the system updates that have come out for Omnichannel, there’s been an interesting issue observed. This is essentially when the Agent Presence (which signifies the available of the agent) doesn’t load within the system. This is of course a problem. Without agents able to set their status, it’s not possible to have conversation sessions come through to them. As a… Continue Reading...

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Seth Bacon on The Oops Factor
Nov20

Seth Bacon on The Oops Factor

Talking about how online gaming can empower & connect families, as well as what ‘might just happen’ when editing a solution (unmanaged!) directly in Production If you’d like to come appear on the show, please sign up at http://bit.ly/2NqP5PV – I’d love to have you on it! Click here to take a look at the other videos that are available to watch. The post Seth Bacon on The Oops… Continue Reading...

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Personalised Sound Notifications for Omnichannel
Nov17

Personalised Sound Notifications for Omnichannel

One of the themes running through the Wave 2 2020 update for Omnichannel is the personalisation aspect. Though systems work just fine on their own, it’s always nice to add a ‘personal touch’ to the parts that we can. Last week I shared how quick replies are now able to be personalised (Personalised Quick Replies). This week I’m going to go into how the sound notifications can be personalised… Continue...

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Laurynas Merkelis on The Oops Factor
Nov13

Laurynas Merkelis on The Oops Factor

Sharing the joys of go-carting, car racing, Larry also cover how important correct communications (in the context of the conversation) is to everything in life! If you’d like to come appear on the show, please sign up at http://bit.ly/2NqP5PV – I’d love to have you on it! Click here to take a look at the other videos that are available to watch. The post Laurynas Merkelis on The… Continue Reading...

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Personalised Quick Replies
Nov10

Personalised Quick Replies

One of the things that customer service agents absolutely HATE is having to type full replies to customers. There are many things that they’ll do which are quite repetitive, and having to type the same response each & every time gets frustrating to say the least. As I’ve covered previously at Quick Responses in Omnichannel, Omnichannel has the ability for Quick Replies. With these,… Continue Reading thecrmninja’s...

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Reece Campbell on The Oops Factor
Nov06

Reece Campbell on The Oops Factor

Reece comes on & captivates us with chatting about the joys of ethical hacking, #DevOps, & what can actually occur when using Power Apps Portals as a public website! If you’d like to come appear on the show, please sign up at http://bit.ly/2NqP5PV – I’d love to have you on it! Click here to take a look at the other videos that are available to watch. The post Reece Campbell on The… Continue Reading...

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Data Export Service Connection Issues
Nov02

Data Export Service Connection Issues

This is a slightly different post from the usually stuff that I talk about. It’s much more ‘techy/developer’ focused, but I thought it would be quite useful still for people to keep in mind. The background to this comes from a project that I’ve been working on with some colleagues. Part of the project involves setting up an Azure SQL database, and replicating CDS data to it. Why, I hear you… Continue...

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Fausto Capellan Jr on The Oops Factor
Oct30

Fausto Capellan Jr on The Oops Factor

Talking about his love of gaming, Fausto shares with us how it’s actually an integral part of his family networking & communication. We then move onto more serious matters involving our mental health, stigma attached to discussing it, and how we can work through & overcome things. If you’d like to come appear on the show, please sign up at http://bit.ly/2NqP5PV – I’d love to have you… Continue...

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Marketing & an unusual error
Oct27

Marketing & an unusual error

I’ll be the first to admit that I have limited experience of Dynamics 365 for Marketing. In fact, I think that it would be stretching the description to say that I have even ‘limited experience’! I’ve seen it one or twice, and have attended a few presentations on it, but apart from that, nada. I do remember what it used to be like in its previous incarnation, but even then I didn’t really… Continue...

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Sharon Sumner on The Oops Factor
Oct23

Sharon Sumner on The Oops Factor

Finding out how Sharon loves being an early technology adopter, the challenges that it can bring, and her love of space rockets. Delving into details of what happened when an electric car ran out of battery. If you’d like to come appear on the show, please sign up at http://bit.ly/2NqP5PV – I’d love to have you on it! Click here to take a look at the other videos that are available… Continue Reading...

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AI Translation for Omnichannel
Oct20

AI Translation for Omnichannel

How to start off this post? I’ve been trying to work out how exactly I can express my excitement around this new feature for Omnichannel. Included in the Wave 2 2020 release, it’s just AMAZING. That, however, doesn’t give it true justice. So let’s see how I can describe it properly to give it due respect. Previously I’ve mentioned the ability to use skills within Omnichannel (see

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Matt Beard on The Oops Factor
Oct16

Matt Beard on The Oops Factor

Chatting to Matt about how he got into poker to begin with in his university days (some decent studying of the theory!), & actually going to Vegas, as well as getting married there. Also touching on printing out lots of documents, and duplicate merging If you’d like to come appear on the show, please sign up at http://bit.ly/2NqP5PV – I’d love to have you on it! Click here to take… Continue Reading...

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AI-900: Microsoft Azure AI Fundamentals
Oct13

AI-900: Microsoft Azure AI Fundamentals

One of my recent decisions has been to explore the Azure space. There are several reasons behind this. CDS, as we (hopefully!) know sits on top of Azure, and it’s useful to know the broader digital estate available on the platform. I’ve also been looking into some of the Cognitive Services functions that are available within Power Platform. These all live in Azure, and are surfaced into… Continue Reading...

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Dian Taylor on The Oops Factor
Oct09

Dian Taylor on The Oops Factor

Finding out what the ‘D’ in her Twitter handle actually stands for, how she started in IT, and what happens when you don’t believe in hypnotism! Also including advice as to why it’s so important to keep an open mind with life & projects If you’d like to come appear on the show, please sign up at http://bit.ly/2NqP5PV – I’d love to have you on it! Click here to take a look at the…...

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Igor Shvets on The Oops Factor
Oct02

Igor Shvets on The Oops Factor

Working out Igor’s retirement plan to be based around his love of hiking (which came from the military). Also discussing how coffee, amongst other important things, is key to rapid-speed enterprise-scale project deployments! If you’d like to come appear on the show, please sign up at http://bit.ly/2NqP5PV – I’d love to have you on it! Click here to take a look at the other videos… Continue Reading...

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PL-200 Microsoft Power Platform Functional Consultant
Oct01

PL-200 Microsoft Power Platform Functional Consultant

Well, the last week has been quite busy, on many fronts! One of those is having a few new exams come out in Beta. I’ve already taken the PL-400 (see PL-400: Microsoft Power Platform Developer Exam for my review of it). Last Friday, the new PL-200 exam was released as well, so I scheduled it in for as soon as I could sit it. Now the PL-200 is scheduled to be replacing the MB-200 exam at the… Continue Reading...

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