Chad Althaus on The Oops Factor
Jul23

Chad Althaus on The Oops Factor

Chatting to Chad around his love of travelling, data migrations, having a new addition to the family, & MORE data migrations (oh why can’t they actually just be very simple to do…) 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 Chad… Continue Reading...

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Omnichannel – Wave 2 2021
Jul20

Omnichannel – Wave 2 2021

So last week the Wave 2 2021 information dropped. It’s taken me a few days to get round to it (family stuff happening), but I’m finally able to do a quick recap of it. As most people know, Microsoft releases features in two waves – one in the spring (Wave 1), and one in the autumn (Wave 2). As usual, I’ve included the links for the full release notes across both Dynamics 365 & Power Platform… Continue...

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Ivan Ficko on The Oops Factor
Jul16

Ivan Ficko on The Oops Factor

Chatting to Ivan (who’s ALSO a Ninja!!) around his love of basketball, the interesting topic of kilts, and the ‘wonders’ of Dataflow operations 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 Ivan Ficko on The Oops Factor appeared first… Continue...

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Ana Demeny on The Oops Factor
Jul09

Ana Demeny on The Oops Factor

Speaking to Ana about hippies, our mutual interest/hobby of deep sea diving, and the ‘wonders’ of #DevOps releases! 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 Demeny on The Oops Factor appeared first on The CRM… Continue Reading...

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Brent Dawson on The Oops Factor
Jul02

Brent Dawson on The Oops Factor

Chatting to Brent about his love of golf, some interesting stories about how/where he’s played, and how he came to leave the United States of America & never went back to it! 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 Brent Dawson… Continue Reading...

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Troubleshooting the ‘Follow’ functionality
Jun29

Troubleshooting the ‘Follow’ functionality

On a recent client project, we’ve come up against an interesting situation. Some of the users have the ‘Follow’ functionality available to them, but others don’t seem to have it. This, of course, is quite confusing, so I thought it would be good to write about it, for others who may come up against this. But first, let’s take a step back. After all, before this had happened I had never… Continue...

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Nicolle Huntingford on The Oops Factor
Jun25

Nicolle Huntingford on The Oops Factor

Talking to Nicole about the joys of children & discovering how baking enraptures them, the Zen of running, and how she decided to start up her own business! Also find out how she then transitioned into the Microsoft Partner space. 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… Continue Reading...

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Omnichannel Admin Center (Part II)
Jun22

Omnichannel Admin Center (Part II)

We’ve started off looking at the new Omnichannel Admin Center in Part I. I’m going to continue going through the wonderful new app (interface?), showcasing the functionality that’s different (there’s no point in me mentioning things that are the same, right?). So having taken a look at the general overview, let’s start delving deeper into how it really is better! Queues Queues are… Continue Reading...

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Scott Roller on The Oops Factor
Jun18

Scott Roller on The Oops Factor

Chatting to Scott around travelling, interesting things around motorbikes (who would have thought!), & the ‘joys’ of data migration projects at enterprise-level scale… 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 Scott Roller on The…...

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Kevin McDonnell on The Oops Factor
Jun11

Kevin McDonnell on The Oops Factor

Talking to Kevin about his involvements with the Scouts/Cubs movement, why duct tape is SO important in life to always have with you, and what could possibly happen (or not happen) when looking at data migrations. 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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Omnichannel Admin Center (Part I)
Jun08

Omnichannel Admin Center (Part I)

So there’s a new kid on the block. Or rather, it’s probably more accurate to say that there’s a new app available in Dynamics 365! This is the ‘Omnichannel Admin Center’ app that’s now present for anyone who currently has Omnichannel installed in their environment, or who is creating a new installation of Omnichannel. So, what is this all about then? Well, let’s back up a step here…....

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Michael Roth on The Oops Factor
Jun04

Michael Roth on The Oops Factor

Finding out about how Michael has come into the technical community from a NON-TECHNICAL background, some of the challenges that this has brought with it, and his love of crocheting! Also going into the art of presenting to customers, and how it can be livened up (or not!). 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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Environments & ‘Admin Mode’
Jun01

Environments & ‘Admin Mode’

With some recent events happening (both professional & personal), I’ve taken a slight step back from putting out posts on here. Thankfully things seem to be settling down, so I’m getting (back) into the swing of things! I thought that it would be good to talk about a subject that I fell ‘foul’ of recently. This is around environments, and more specifically, the ‘admin mode’ that...

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Mike Hartley on The Oops Factor
May28

Mike Hartley on The Oops Factor

Chatting with Mike about his history with robots (who would have guessed!), the importance of the right syntax in the form of the humble semi-colon, and what mental health is really all about. Also going into detail for his new series ‘The Things We Don’t Talk About’ 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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Melissa Sassi on The Oops Factor
May21

Melissa Sassi on The Oops Factor

Talking to the IBM Chief Penguin Melissa (yes, that’s REALLY her job title!) about her love of travelling (so many countries!), penguins, and making the best of very challenging family situations! 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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Alan Chai on The Oops Factor
May14

Alan Chai on The Oops Factor

Talking to Alan about the IMPORTANT things in life, such as BBQ (a love we share), governance, & PowerPlatform adoption (care to guess how many PowerApps he has in place?) 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 Alan Chai on The… Continue Reading...

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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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