Tricia Sinclair on The Oops Factor
Jul03

Tricia Sinclair on The Oops Factor

Talking about her love of baking, & the joys of travelling when holding multiple passports. We also talk about the upcoming Global Community Quiz – go register for it using one of the links below! UK Tickets: https://lnkd.in/e4FXTMeANZ Tickets: https://lnkd.in/ey5XzZ6LATAM Tickets: https://lnkd.in/eSNNPp2US Tickets: https://lnkd.in/eZetgpH If you’d like to come appear on the show,… Continue Reading...

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MB-400 Power Apps & Dynamics 365 Developer Exam
Jul01

MB-400 Power Apps & Dynamics 365 Developer Exam

I haven’t usually been putting up posts around the exams that I take. A few months back I did decide to write one on the MB-600 exam (MB-600 Solution Architect Exam), which just took off! It was quite amazing (& pleasing) how many people were looking at it, & asking me questions around the exam. As a result, I’ve decided to continue this, and am therefore now writing this post on the MB-400… Continue Reading...

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Omnichannel & LogMeIn
Jun29

Omnichannel & LogMeIn

Overview Many people in the IT scene will know of LogMeIn (https://www.logmein.com/), or LMI for short. For as long as I can remember (which means going back almost 2 decades!) they’ve been one of the main remote access solutions. With their product range, it was possible to leave your computer at home, travel abroad, and easily log into it from practically any computer anywhere. It’s… Continue Reading...

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Leon Tribe on The Oops Factor
Jun26

Leon Tribe on The Oops Factor

Talking about how he loves astronomy, some inclusion of salads, but more importantly a very important message around lifestyles & health. Also touching on how the community use technology to help with health matters. 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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AAD Security Teams, & saving personal views
Jun24

AAD Security Teams, & saving personal views

Previously I’ve touched on how it’s possible to use Azure Active Directory for Dynamics 365 security. This can be of great benefit to an organisation, especially when needing to invite in external users. The details that I go into around it can be found at Dynamics 365 Security & AAD. As I point out there, it’s a very helpful feature, and can also help with onboarding new users within an… Continue Reading...

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Canvas Apps, Patch command, & Business Rules
Jun22

Canvas Apps, Patch command, & Business Rules

Recently I’ve been doing a LOT of work with canvas apps. As I think I’ve mentioned before (at least once or twice!) my background is the traditional ‘model’ style app. As a result, it’s been quite a steep curve to skill up, but I think I’m handling it alright. I’m (slowly) getting used to the way that canvas apps work, the ability to put different controls on the screens, and reference...

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Jonas Rapp on The Oops Factor
Jun19

Jonas Rapp on The Oops Factor

Discussing Jonas’s love of sailing, boats, and growing up with them. Covering plugin recursions, the balance between a ‘perfect system’ & one that users can actually operate in, as well as the offer of a free XrmToolBox lesson for anyone who’ll build a specific tool! 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… Continue...

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Power Automate & Lookup Fields
Jun17

Power Automate & Lookup Fields

Recently I’ve been expanding my knowledge of Power Automate, and how it works. It really is a truly amazing tool, though there can be some quirks to things! There are so many connectors to use, though I haven’t really used that many of them to date. Truthfully, most of my work in Power Automate is around CDS & Office 365. Occasionally I’ll dip into another system, but for the most part that… Continue...

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Rob Ashe on The Oops Factor
Jun12

Rob Ashe on The Oops Factor

Covering his love of Brazilian JuJitsu, occasional wrestling matches with friends/colleagues, & how it can help with day to day life. Delving into a last minute RFP with a surprise inter-continental trip (such a shame that Concorde wasn’t around!), delivering a pitching session whilst carrying out discovery as well, and how the right approach can win what may seem to be an unlikely deal! <div… Continue Reading...

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Dynamics 365 Security & AAD
Jun10

Dynamics 365 Security & AAD

I come from an ‘on-premise’ background. I’ve spent years in organisations with on-premise systems such as Dynamics 365. Take me into a server room that’s alive with whirring fans, and I get quite nostalgic. Those were the days…well, in some ways, anyhow. But having recently discovered some quite helpful functionality, I thought I’d share it with others! See, when it came to Dynamics 365…...

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DateTime fields, XrmToolBox, & Dynamics 365 behaviour
Jun08

DateTime fields, XrmToolBox, & Dynamics 365 behaviour

Recently we’ve been rapid producing & deploying solutions, due to the current pandemic. One of the apps that I’ve been working on required quite a few fields for data capture. Well, truthfully most apps require quite a few fields, but I thought that I’d talk about this one in particular, due to something that I discovered. Now, we all know how to create fields in the Power Platform maker… Continue Reading...

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Thomas Sandsør on The Oops Factor
Jun05

Thomas Sandsør on The Oops Factor

Chatting with Thomas Sandsør about his celebrity status as one of the National Beach Football team, how he got there, and his experiences from the game. Also talking about starting on projects as a junior consultant, & why it’s SO important to ask questions & not just blindly follow instructions. If you’d like to come appear on the show, please sign up at http://bit.ly/2NqP5PV – I’d… Continue...

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New functionality for Routing Rules
Jun03

New functionality for Routing Rules

Within Omnichannel, we have the ability to route conversations based on different factors. At this point in time, there’s Skill-Based routing (covered at https://thecrm.ninja/omnichannel-for-dynamics-365-skills-part-ii/), and Workstream routing (covered at https://thecrm.ninja/omnichannel-pre-survey-responses-routing/). Routing is used to send customer interactions to specific queues, in… Continue Reading...

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Omnichannel Macros
Jun01

Omnichannel Macros

I’ve previously touched on macros in https://thecrm.ninja/omnichannel-productivity-tools/, but with some new functionality that’s now come out, I thought it would be quite interesting to dive deeper in them. By doing do, we can see how they work, the functionality that they offer, and some really cool & interesting scenarios! Let’s have a quick reminder of what macros are all about (for… Continue Reading...

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Omnichannel & Application Tabs
May28

Omnichannel & Application Tabs

One of the really nice things about the Omnichannel Agent experience is that it uses tabs. The conversation itself is in the left side of the screen, with the Customer Summary open in the right side of the screen. However this isn’t fixed into place – it’s possible to open additional tabs next tot he Customer Summary tab, and navigate to various places in the system. This allows agents to… Continue Reading...

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Omnichannel & Sentiment Analysis (II)
May25

Omnichannel & Sentiment Analysis (II)

I’ve previously touched upon sentiment analysis within Omnichannel in several articles (https://thecrm.ninja/omnichannel-sentiment-analysis/ and https://thecrm.ninja/omnichannel-supervisor-tools/). It’s really a great feature that allows agents to quickly & easily see how the customer is interacting. It also allows for supervisors to see at a glance how interactions are going overall. With… Continue Reading...

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Matt Collins-Jones on The Oops Factor
May22

Matt Collins-Jones on The Oops Factor

Going into Matt’s love of films, and why we think we should set up a ‘Quiz Supper Night’ team as a service to others. Discovering the story of the first data migration that he ever did, and his discovery of the special fields to use when uplifting data into a system. 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… Continue Reading...

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Workflows & Managed Solutions
May20

Workflows & Managed Solutions

This is about some interesting behaviour around workflows & managed solutions, which I’ve recently discovered. Let me give a bit of background first. Currently I’m working on several COVID-19 apps for local authorities, to be able to help them assist people in need. As part of this, each local authority has a portal within the solution. The portal itself is a Power App Portal, and I haven’t… Continue...

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Omnichannel Supervisor Tools
May18

Omnichannel Supervisor Tools

While I’ve covered a lot of different pieces of functionality from both the end customer & agent experience, I haven’t really touched on the Supervisor experience to date. With the release of a nice little piece of functionality for it around Sentiment Analysis, I’ve therefore decided that it would be a good time to take a look at it. Now obviously supervisors exist, in the sense that any… Continue Reading...

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Ramon Tebar on The Oops Factor
May15

Ramon Tebar on The Oops Factor

Finding out what Ramon misses about Spain, and the wonders that he’s discovered in London. If you’re ever in the mood for a stroll along South Bank, drop him a line!Going into details around his background as a pure .Net developer, and what happened on a project for a contact that didn’t go through proper requirement gathering. Quite an interesting story. If you’d like to come appear… Continue Reading...

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Updating User Settings with Power Automate
May11

Updating User Settings with Power Automate

Here’s a scenario that could be all too familiar to us. We’re on-boarding users (to either Dynamics 365 or a Power Platform app), & they’re new to the environment that it’s deployed to. So they’re set up, and all ready to go. Suddenly they start asking why records created (or modified) by colleagues show up as having the wrong time on them. Does this sound familiar? I’m sure it does to…...

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Ben Vollmer on The Oops Factor
May08

Ben Vollmer on The Oops Factor

Talking through Ben’s love of cars & sound systems (he has friends who have been on Pimp My Ride), how he actually really respond to long emails (and the outcomes from that), and what he really thinks of Outlook-reminder style app. Also touching on the important of empathy in the workplace, and getting better from mistakes. If you’d like to come appear on the show, please sign up at

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Introductory Training for Dynamics 365/Power Platform
May06

Introductory Training for Dynamics 365/Power Platform

This post really goes back to basics, but it’s one of basic fundamentals for any successful project. In order to lay a proper foundation base, and to ensure success for a project, users need to actually know how to use the system! When going into greenfield (new) implementations, or expanding brownfield (existing) implementations, users need to know how the system works. For new… Continue Reading eykalman’s Article...

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My past year, & Alison Mulligan
May05

My past year, & Alison Mulligan

This post is going to be somewhat different & out of the norm for the usual sort of topics that I talk about. It’s also going to be somewhat personal, and mention a special person who’s been an absolute rock for me. So, where to start? Well, there’s been a lot that’s happened in my life over the last year or so. I touched on things briefly in my post at the end of last year. Several deaths… Continue...

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Matt Weston on The Oops Factor
May03

Matt Weston on The Oops Factor

Finding out from Matt as to how he got into vlogging (video blogging) to begin with, and the special test that he uses when explaining technology concepts. Matt shared with us about his special ‘love’ of Sharepoint content types with inheritance, how he occasionally does a spot of ‘pruning’ with Sharepoint forms, & the absolutely important of community! If you’d like to come appear on… Continue...

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