Security Roles & Assigning Records
Let’s face it, and call a spade a spade (or a shovel, depending on where in the world you happen to be). Security roles are very important within Dataverse, to control what users can (& can’t!) do within the system. Setting them up can be quite time-consuming, and troubleshooting them can sometimes be a bit of a nightmare. Obviously we need to ensure that users can carry out the actions… Continue Reading...
Yash on The Oops Factor
Chatting with Yash on a multiple of topics, including #cryptocurrency, #blockchain, and the importance of having a good network 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 Yash on The Oops Factor appeared first on The CRM… Continue Reading...
MB-260: Microsoft Customer Data Platform Specialist
It’s been a while since I’ve taken an exam. Admittedly, this is for two reason. Firstly, the renewal process for exams now (as updated last year) is not to take it again, but rather to re-qualify through Microsoft Learn. The second reason is that I’ve been waiting for some new exams to come out (OK – there’s the DA-100, which is still on my list of things to do…). Well, there’s a new...
Antti Pajunen on The Oops Factor
Speaking to Antti around whiskey collecting (something that a lot of the #community seems to enjoy?), and the importance of PROPER requirements gathering during projects (especially around ‘low code’!) 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...
Solution deployments: Automated vs Manual
Over the holiday period, I’ve been playing around with solution deployments. OK – don’t judge me too much…I also took the necessary time off to relax & get time off work! But with some spare time in the evenings, I decided to look a bit deeper into the world of DevOps (more specifically, Azure DevOps), and how it works. I’ll admit that I did have some ulterior motives around it (for a… Continue...
Azure McFarlane on The Oops Factor
Starting off #2022 by talking with the AMAZING Azure. Delving into her #couponing habit, & her history of cars ‘not working’… 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 Azure McFarlane on The Oops Factor appeared first on The CRM… Continue...
1E Tachyon – Realtime endpoint management review
As a few people may know, some years back I ran an MSP (Managed Service Provider). In essence, small companies would outsource their IT needs to us, whether it was hardware, networking, software licensing or support. It generally proved to be cost-effective to do this, rather than each company needing a full internal IT support desk. It was quite exciting, and I built up relationships with… Continue Reading thecrmninja’s...
Aaron Ralls on The Oops Factor
Finishing up 2021 by chatting to ‘Chief Technical Penguin’ Aaron Ralls about his love of Cajun-inspired cooking (delicious!), & the importance of setting ourselves up for financial security (not just ‘the moment’). 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…...
Clifton Lenne on The Oops Factor
Talking with Clifton about his love of travel, the importance of community with both technical & non-technical matters, and just how vital it is to understand Digital Transformation. Without the correct mindset for this, it’s going to be difficult to 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… Continue Reading...
Workaround for sharing Canvas Apps
Don’t you find it absolutely frustrating when there’s a canvas app that you want to get access to, or give other users access to, but can’t see it? It’s REALLY annoying, but it’s sort of the way that Microsoft has designed the platform (at least at this point in time). See, when a user creates a canvas app, only the creator is able to see & launch it. If other users want to get access to…...
Patrick Wright on The Oops Factor
Discovering Patrick’s love of classics (you’ll never guess how he got into it to begin with), what he does for light reading, and what happens when system security might not be kept quite up to scratch. 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...
Elaiza Benitez on The Oops Factor
Finding out from Elaiza how she decided to start a side-line in veggie gardening at home, the wonderful produce that she’s grown so far, and her vision for expanding on it!. Also covering personal & professional lifestyles, tips & tricks for starting a new position in a different country, and professional development advice. If you’d like to come appear on the show, please sign up at
Mike Hauck on The Oops Factor
Chatting to Mike about some interesting cars, Batman, & what exactly the word ‘NASA’ means to him. Also covering items such as the joys of printing, data synchronisation, and Mike’s Top Three tips for consultants entering the technology 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…...
Daniel Christian on The Oops Factor
Talking to Daniel about WHY his brain is smaller than yours, his path in life to become a technologist, and the underlying reasons behind all of it. Discussing his love of automation, and the seasonal show that he & his family provide not just the neighbourhood, but all local visitors! If you’d like to come appear on the show, please sign up at http://bit.ly/2NqP5PV – I’d love to have… Continue Reading...
Omnichannel vs Customer Service Workspace
This is a question that I’m being asked on a semi-regular basis at the moment, so I thought it would be helpful to do a writeup around things. It’s definitely not clear from the outset based on existing documentation. However, being able to speak to wonderful people such as Tricia Sinclair has been amazing in being able to figure out the differences between the two applications. So, where… Continue Reading...
Ryan Cunningham on The Oops Factor
Finding out from Ryan how he became a ‘Maker’ in the first place, his professional journey, and how he actually ended up at Microsoft! Also touching on the importance of community 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 Ryan… Continue Reading...
Alvin Ahnassay on The Oops Factor
Chatting to Alvin Ahnassay about his love of travelling, wildlife, & the recent trip of a lifetime. Also touching on the challenges that occur at times, how to deal with them, & finding out how porcupines have featured 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… Continue Reading...
Angeliki Patsiavou on The Oops Factor
Talking to Angeliki Patsiavou around her loves of kickboxing & music (find out why she’s grown her hair so long!), & discovering the absolute curve-ball that attendees at a training session threw at her. Did she cope with it? Come listen & find out! 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… Continue...
Al Eardley on The Oops Factor
Chatting to Al about squirrels, the (relaxing) sport of archery, and family time. Also touching on how #Microsoft updates might just happen to affect your day, even though you have planned otherwise! 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...
AJ Hawley on The Oops Factor
Talking to AJ about his interests in digital tinkering, how he got into it to begin with, and what his most ambitious project has been to date! Also covering what happens when you’re thrown in the deep end on a project, without being briefed properly, or having necessary time to prepare. How DID he manage to not only deliver, but succeed on the day…! If you’d like to come appear on… Continue Reading...
Apps & Microsoft Partner Specialisations
We all know how much we love Microsoft specialisations as users. Studying for exams, passing the certifications, earning those wonderful badges. It’s great on a personal level, and can show that someone has (usually) been actively researching the material, and knowing what it’s about. In the consulting space, Microsoft partners also can qualify for different specialisations. There are… Continue Reading...
Marty Kleynhans on The Oops Factor
Finding out from Marty about how exactly waffles play such an important role in his life, and the extents that he’ll go to find some great places that serve them! Also covering the importance of how having a positive attitude can impact our lives, and the challenges that can come sometimes with trying to remain positive. If you’d like to come appear on the show, please sign up at
Reza Dorrani on The Oops Factor
Talking to Reza about the success of his YouTube channel, how it’s grown over time, and the audience response to his videos. Also talking about how Reza got into IT to begin with, how he’s developed IT skills & experience over time, and touching on ‘Personal Information’ data being held within systems! If you’d like to come appear on the show, please sign up at http://bit.ly/2NqP5PV –…...
Angelique Grootenboer on The Oops Factor
Learning from Angelique about her love of LEGO, how she started off getting into making models, and touching on the importance of ice-cream in her life! Also covering her journey into the Microsoft Power Platform space, & what advice she’d give people who are thinking of taking up the technology. If you’d like to come appear on the show, please sign up at http://bit.ly/2NqP5PV – I’d… Continue Reading...
May Alhajri on The Oops Factor
Chatting with May about the REAL life of an Agent, how robots have featured along the way, and delving into her personal journey that ended up with working in technology! 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 May Alhajri on… Continue Reading...
Mark Oburoh on The Oops Factor
Chatting to Mark Oburoh about furniture, DIY & IKEA – an interesting trifecta! Also looking at cyber-security, keeping up to date/informed, and what might happen when things go wrong… 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
Yannick Reekmans on The Oops Factor
Talking to Yannick about his love of reading, & what his favourite book is. Also going into (some?) detail around the ‘joys’ of production systems, especially as they may just relate to Sharepoint systems and upgrades! Ah, such fun… 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 Reading...
Malcolm McAuley on The Oops Factor
Talking about hockey with Malcolm (he IS Canadian, after all – what else would you expect?), sending out communications to clients in different ways (I bet you can’t guess what actually happened), and the RIGHT way to save files. All of these are exceptionally important (I’ll leave you to decide where hockey fits in…) If you’d like to come appear on the show, please sign up at
Eldert Grootenboer on The Oops Factor
Discussing the wonders of Lego building (after all, what ELSE could I possibly imagine to discuss?), the way to really dive down in projects to understand what clients are ACTUALLY trying to get accomplished, and the importance of asking LOTS of questions! 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… Continue Reading...
Liz McGlennen on The Oops Factor
Discussing the joys (& complexities!) of paddle-boarding with Liz – it’s a great sport, and definitely one that’s a lot of fun! Also hearing about a very interesting project, working to the last minute on documentation, and high-speed printing! Also check out Liz’s show ‘Dynamics HotDish’ at https://dynamicshotdish.com/ If you’d like to come appear on the show, please sign up...
Ben Banks on The Oops Factor
Talking to Ben about his love of camping, favourite trips/places, and the important of ‘Being Yourself’ – something that we can all struggle with at times! 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 Banks on The Oops Factor… Continue...
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...
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...
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...
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...
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...
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...
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...
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...
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…...
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...
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…....
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...
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...
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...
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...
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...
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...
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...
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...