The CRM Ninja

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 appeared first on The CRM Ninja .

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 provides the following screen: There’s the ability to set the Resolution Type (being a dropdown...

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 first on The CRM Ninja .

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’, we continue with sharing the knowledge & love that we have for things. Look around the world, and...

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 watch. The post Daryl Labar on The Oops Factor appeared first on The CRM Ninja ...

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 permissions Users, who can have one (or more) security roles applied to them (security roles...

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 first on The CRM Ninja .

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 being rolled out (the same solution) to multiple clients, and is only using the functionality from Power...

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 first on The CRM Ninja .

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 Factor appeared first on The CRM Ninja .