Category: Functional Consultant

  • Somebody call Security!

    Somebody call Security!

    So there have been big changes lately with the user interface for dataverse security roles, and it’s definitely ruffled a few feathers. I saw a post on LinkedIn about frustration around no longer being able to click on the entity name and toggle/change all the permissions at once. Yes, that is annoying – but the…

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  • A ‘Journey’ into uncharted waters

    A ‘Journey’ into uncharted waters

    I recently had a requirement to add a custom field to a marketing journey in the new Real-Time marketing editor. Initially I wasn’t confident it could be done – I could see that a column could be added to the table but wasn’t sure it was possible to add it to the new editor form.…

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  • Sorry, what did you say?

    Sorry, what did you say?

    I’ve been involved in user interviews lately, and my colleague has been using the Teams meeting transcripts to review what was discussed, when it comes to writing up the discovery report… Unfortunately Teams has let me down, twice. The meeting recording had been captured successfully but without any transcription available. So I came up with…

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