Building XrmToolBox Tools | Futurez Consulting
Dec05

Building XrmToolBox Tools | Futurez Consulting

I have some catching up to do!  I am finally posting about my recent presentation at the DC CRMUG Chapter Meeting.  In this post, I provide a quick overview of the presentation and cover some of the base concepts in building an XrmToolBox tool. You can download a copy of my slides from the presentation here: Building XrmToolBox Tools But first, some cool stuff has been happening in… Continue Reading Jim Novak’s Article on...

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Alternate Key Manager XrmToolBox Tool posted and some lessons learned…
Nov06

Alternate Key Manager XrmToolBox Tool posted and some lessons learned…

Just a quick update to note that the Alternate Key Manager XrmToolBox tool is published and available for download! Why a full post?  Well, I just wanted to post a few notes about deploying XrmToolBox plugins because I had a few issues with this plugin… all issues attributed to user error. Publishing a plugin The XrmToolBox Plugin Store is pretty cool as it...

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New XrmToolbox Plugin – Alternate Key Manager
Oct30

New XrmToolbox Plugin – Alternate Key Manager

I am publishing a new XrmToolbox plugin in a few days called the Alternate Key Manager. This plugin is pretty self explanatory: administrators can manage their Alternate Keys across Entities in one place. I pulled this plugin together over a few days for a deployment but I took this as an opportunity to test my approach to reusable toolbox components and refine my overall XrmToolbox… Continue Reading Jim Novak’s Article on...

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Shared XrmToolbox Controls NuGet Package
Oct26

Shared XrmToolbox Controls NuGet Package

Just a quick update… Thanks to Jonas Rapp‘s excellent suggestion, I’ve deployed the controls Futurez.XrmToolbox.Controls as a NuGet package. I feel silly that I had not considered this before, but hey, that’s a great example why we post this kind of thing as open source! Why NuGet? The benefit of a NuGet package is that I can package up the controls and you don’t need to… Continue Reading Jim Novak’s Article on their...

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New and Updated Shared XrmToolbox Controls

A few months ago, I posted Code posted! Entities List View Control for XrmToolbox, the first iteration of some shared components for building XrmToolbox plugins. Since then, I’ve been working on a new plugin or two that provided some incentive to clean up some minor issues and add a few features to the Entities List View control.  While I was at it, I took a bit of time and created… Continue Reading Jim Novak’s Article on...

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365 Saturday Thanks! | Futurez Consulting
Sep24

365 Saturday Thanks! | Futurez Consulting

I wanted to post some notes and thank yous to everyone that made our first 365 Saturday DC a fun and memorable event! We kicked off the Hackathon on Friday with a group of excited and incredibly smart attendees throwing around a variety of interesting ideas. We rolled into Saturday with a group of insanely talented speakers. Starting with Julie Strauss’ keynote, we had one excellent… Continue Reading Jim Novak’s Article on...

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Document Template Manager Console Application
Sep18

Document Template Manager Console Application

In my last post, XrmToolbox plugin update – Document Template Manager, I provided some updates to my plugin to allow moving documents into downstream environments. This was a missing feature that I was happy to finally add to the plugin. I’m sure it’s clear from my posts that I see the XrmToolbox as a powerful tool for managing your Dynamics CRM environments and… Continue Reading Jim Novak’s Article on their...

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XrmToolbox plugin update – Document Template Manager
Sep10

XrmToolbox plugin update – Document Template Manager

My first XrmToolbox plugin is the Document Template Manager, a plugin that allows users to create and update Microsoft Word and Excel templates. It has has come in handy over the last year since I first published. Just this past week, I was able to share the plugin with a new customer. This is a new contract and the solution includes over 60 Word Templates! Finally adding this… Continue Reading Jim Novak’s Article on their...

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Introduction to Fake Xrm Easy
Sep04

Introduction to Fake Xrm Easy

At the Dallas 365 Saturday event this past March, I attended the Unit Testing for Dynamics 365 Workshop by Jordi Montaña Vázquez.  His Fake Xrm Easy unit testing framework provides a collection of pre-built mock objects for Dynamics CRM SDK objects that greatly simplifies Dynamics CRM unit tests. Jordi’s framework had been on my radar for some time but this was a perfect… Continue Reading Jim Novak’s Article on their...

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Flow Examples: Note attachment to SharePoint
Aug21

Flow Examples: Note attachment to SharePoint

In a recent post, we looked at leveraging Dynamics 365 to build Line of Business (LOB) applications: Dynamics 365 Line of Business Applications, specifically focused on what we previously called Dynamics CRM and XRM development. The post highlights Dynamics 365 platform capabilities for building customized applications to suit specific business needs. With each major release, Microsoft… Continue Reading Jim Novak’s Article...

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Dynamics 365 Line of Business Applications
Aug16

Dynamics 365 Line of Business Applications

A few years ago while working at Celedon Partners, I wrote a blog post titled Dynamics CRM as an xRM Development Platform.  In the post, we discussed the leveraging the Dynamics CRM platform to build Line of Business (LOB) applications. At the time, this was broadly called XRM development and essentially meant building relational systems that meet a particular business need. These… Continue Reading Jim Novak’s Article on...

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And even MORE Useful XrmToolbox plugins!
Aug06

And even MORE Useful XrmToolbox plugins!

So, this is my third post on the topic and I guess it’s now officially a series. In recent posts, Some Useful XrmToolbox Plugins and More Useful XrmToolbox Plugins, we discussed XrmToolbox plugins that help Dynamics 365 developers, administrators, and business analysts handle their daily workload. So here are a few more plugins to add to our list! Ribbon Workbench by Scott Durow...

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Code posted! Entities List View Control for XrmToolbox
Jul16

Code posted! Entities List View Control for XrmToolbox

In my previous post Shared XrmToolbox Controls: Entities List View, I discussed building reusable User Controls intended to help myself and other developers build XrmToolbox plugins.  Basically, with all the time I saved by using Tanguy Touzard’s XrmToolbox, I hope to save myself and other developers time, allowing them develop new cool tools that help the community! My first… Continue Reading Jim Novak’s Article on their...

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Shared XrmToolbox Controls: Entities List View
Jul09

Shared XrmToolbox Controls: Entities List View

I’ve had an active interest in XrmToolbox plugins for a while now, as evidenced by my recent posts. It’s a powerful toolkit for developers and admins and a great way for those unfamiliar to learn a bit about the platform. I use the XrmToolbox regularly on multiple projects, I’ve dug into the code for several plugins, and I’ve built a few of my own plugins. As a developer, I can… Continue Reading Jim Novak’s Article on...

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XrmToolbox Portal Records Mover as a Console Application
Jul02

XrmToolbox Portal Records Mover as a Console Application

The Portal Records Mover is an excellent XrmToolbox plugin by Tanguy Touzard for anyone working on a Dynamics 365 Portals project.  If have not used this tool as part of your Portals deployment process, I suggest checking it out here: MscrmTools.PortalRecordsMover Deploying Portals Configuration With a Portals project comes the need to migrate your portal specific records to… Continue Reading Jim Novak’s Article on their...

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XrmToolbox Portal Records Mover as a Console Application
Jul02

XrmToolbox Portal Records Mover as a Console Application

The Portal Records Mover is an excellent XrmToolbox plugin by Tanguy Touzard for anyone working on a Dynamics 365 Portals project.  If have not used this tool as part of your Portals deployment process, I suggest checking it out here: MscrmTools.PortalRecordsMover Deploying Portals Configuration With a Portals project comes the need to migrate your portal specific records to… Continue Reading Jim Novak’s Article on their...

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There’s a mini web server in CRM!
Jun25

There’s a mini web server in CRM!

Back in December, I attended a seminar at Microsoft titled Building Government Business Applications with Dynamics 365 and presented by Prosoft Systems Intl.  Frank Grimberg was speaking on Actions in Dynamics 365 CE.  I worked with Actions on a few projects, though not extensively, and I found them to be very useful. They were pretty handy for work that is a bit annoying in… Continue Reading Jim Novak’s Article on their...

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More Useful XrmToolbox Plugins | Futurez Consulting

In my recent post Some Useful XrmToolbox Plugins, we discussed a few plugins for XrmToolbox that might be helpful for Dynamics 365 developers, administrators, or business analysts.  The toolbox includes over a hundred plugins to date, so I wanted to highlight even more plugins that I find helpful during build and management of a Dynamics 365 solution. User Roles Manager by MscrmTools… Continue Reading Jim Novak’s Article...

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Dynamics Portals Script Management | Futurez Consulting

In my previous post, Dynamics Portals Field Validation, we discussed adding custom validation to your Portal solution using JavaScript.  We took the snippet right from Microsoft documentation, wrapped things up in some nice helper functions, and then applied the new validation methods to Web Form Steps form fields. In the script example from the post, our… Continue Reading Jim Novak’s Article on their...

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Dynamics Portals Field Validation | Futurez Consulting

I’ve been working on a project for the last year or so using Adxstudio Portals which is being upgraded to Dynamics Portals. The Portal definition includes some fairly complex Web Forms and Web Form Steps to capture data for a customized Case Entity. The data being collected ranges includes simple text values, dates, Option Sets, and related child records. The result is a multi step… Continue Reading Jim Novak’s Article on...

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Dynamics 365 Saturday is coming to Washington, DC

D365 WASHINGTON, DC So, I totally stole the title of this post from Michael Ochs: Dynamics 365 Saturday is coming to Washington, DC. He beat me to the punch with his blog post about the event, so I am stealing the title.  If you are not familiar with the Dynamics 365 Saturday events, check out their site at DYNAMICS 365 SATURDAY. Dynamics 365  Saturday is a Free Technical &… Continue Reading Jim Novak’s Article on...

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Some Useful XrmToolbox Plugins | Futurez Consulting

A Powerful Tool Over the last few weeks, I’ve come across some great discussions about the XrmToolbox and the variety of available plugins. I attended the DC CRMUG meeting recently and Thomas Daly of Procentrix provided a toolbox overview and helpful plugins for both developers and administrators. I am pretty familiar with the XrmToolbox having built the Document Template Manager… Continue Reading Jim Novak’s Article on...

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Azure Blob Storage with Dynamics Portals

Portals and Documents A common requirement with Dynamics Portals is allowing users to upload documents, such as attachments with regarding a Case. The standard method for this capability in Dynamics Portals is implemented via Notes:  Configure Notes on your portal form and users can upload files that are saved as a Note attachment.  Pretty cool and fairly easy to configure.  The… Continue Reading Jim Novak’s Article on...

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External Data Integration via Virtual Entities

Virtual Entities are finally here! Ok, so the Virtual Entities feature for Dynamics 365 CRM has been available for quite a few months now… but it’s a big deal for solutions requiring external systems integration. The article Interact with data from external systems using the new virtual entities by Jesper Osgaard of Microsoft Denmark provides an excellent overview of Virtual… Continue Reading Jim Novak’s Article on their...

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New Version of the TypeScript Helper Class Utility
Dec12

New Version of the TypeScript Helper Class Utility

Just a quick post about some updates to the XrmToolBox plugin that I discussed in my previous post, New XrmToolbox plugin: TypeScript Helper Class Utility. I’ve been pretty happy with the plugin so far and using it regularly on my current project. This week, I had an issue with Virtual Attributes being included in the generated output that I had not noticed previously. … Continue Reading Jim Novak’s Article on their...

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New XrmToolbox plugin: TypeScript Helper Class Utility
Oct11

New XrmToolbox plugin: TypeScript Helper Class Utility

I have a current project where I am working with one of the Microsoft Consulting Services (MCS) development teams. Brendon Colburn (LinkedIn) is the MCS Lead Developer on the project and he has put together a scripting framework to assist in working with forms or complex web resources, and making it easier to perform WebAPI calls. This framework leverages the Angular scripting framework and includes strongly typed script objects...

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Document Template Manager XrmToolbox Plugin updates
Mar14

Document Template Manager XrmToolbox Plugin updates

Since my last post on my XrmToolbox plugin, My first XrmToolbox plugin – Document Template Manager, I’ve been doing some testing and identified areas of improvement and issues that need addressed. I’ve also heard of one issue that I wanted to highlight in this post. Issue of note… I am currently working on a project with a customer that relies heavily on Word Templates. While discussing the plugin, they mentioned issues with moving...

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My first XrmToolbox plugin – Document Template Manager
Feb06

My first XrmToolbox plugin – Document Template Manager

Pretty cool, but… A relatively new feature with Dynamics CRM is the ability to define Word and Excel Document Templates.  I had written a post about the new feature while working at Celedon Partners that you can read at Document Templates in CRM 2016. A customer is using this new feature heavily in their current solution, so I’ve had the opportunity to gain more practical… Continue Reading Jim Novak’s Article on their...

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Dynamics CRM Upgrade: 2011 to 2016, Part 4
Nov04

Dynamics CRM Upgrade: 2011 to 2016, Part 4

We are now up to part 4 of Dynamics CRM Upgrade: 2011 to 2016!  This series discusses my current customer experience with an enterprise system migration of a very complex, xRM heavy On Premise CRM 2011 system to CRM 2016. A quick recap of parts 1,2 and 3 of this series:  In part 1, we looked at general considerations for migrating CRM On Premise 2011 to 2016 around resource… Continue Reading Jim Novak’s Article on their...

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Tips and Tricks for CRM JavaScript: Namespaces, Script Issues and Ribbons!
Oct07

Tips and Tricks for CRM JavaScript: Namespaces, Script Issues and Ribbons!

I recently ran into an annoying issue with JavaScript web resources not loading correctly with one of my customer’s entity forms. Basically, a utility function was working correctly with the form OnLoad event but when the OnChange event fired for an attribute on the form fired, the very same utility function was not available. The solution includes form scripts and several utility… Continue Reading Jim Novak’s Article on...

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Dynamics CRM Upgrade: 2011 to 2016, Part 3
Sep26

Dynamics CRM Upgrade: 2011 to 2016, Part 3

A quick recap of parts 1 and 2 of this series, Dynamics CRM Upgrade: 2011 to 2016:  In part 1, we looked at some general considerations with a CRM 2011 to 2016 On Premise migration, such as resource planning, assessing new features, test and release planning, and the final roll out. I introduced my current customer experience with an enterprise system migration of a very complex,… Continue Reading Jim Novak’s Article on...

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Dynamics CRM Upgrade: 2011 to 2016, Part 2
Aug08

Dynamics CRM Upgrade: 2011 to 2016, Part 2

In my first post, Dynamics CRM Upgrade: 2011 to 2016, Part 1, we looked at some general considerations with a CRM 2011 to CRM 2016 On Premise migration.  This touched on resource planning, assessing new features, test and release planning, and the final roll out. We began discussing my current customer experience with an enterprise system migration of a very complex, xRM heavy… Continue Reading Jim Novak’s Article on their...

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Dynamics CRM Upgrade: 2011 to 2016, Part 1
Jul18

Dynamics CRM Upgrade: 2011 to 2016, Part 1

Upgrading Dynamics CRM can be a big task.  Everyone from the developers to the end users need to be aware of the scope of changes with the new release, the impact it will have on their current deployment, and the time it will take to implement, test and deploy.  So, upgrading across multiple releases can be downright scary.  Multi-release upgrades can magnify the effort several times… Continue Reading Jim Novak’s Article...

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CRM 2016 Update 1 SLA Enhancements
Jun28

CRM 2016 Update 1 SLA Enhancements

What’s new with SLAs? Another new feature offered with the latest release of Dynamics CRM is the ability to attach Service Level Agreements (SLAs) to additional system entities and to any custom entity.  From the online documentation: Previously, you could only create SLAs for case records. With Microsoft Dynamics CRM Online 2016 Update 1 and Microsoft Dynamics CRM 2016 Service Pack… Continue Reading Jim Novak’s Article on...

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Customer Lookup Fields | Futurez Consulting
Jun16

Customer Lookup Fields | Futurez Consulting

With Microsoft Dynamics CRM 2016 Service Pack 1 and CRM Online 2016 Update 1, Microsoft introduces a new field type for custom entity attributes: the Customer field type. As many who have spent time building xRM applications know, this has been an ongoing request to the application team. The CRM Help and training documentation provides a nice summary of the new feature: A lookup… Continue Reading Jim Novak’s Article on...

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Welcome! | Futurez Consulting
Jun05

Welcome! | Futurez Consulting

Welcome to our new website and blog.  The FutureZ Consulting began in 2016 with the goal of providing expert professional consulting services to each of our customers. We bring a unique blend of technical expertise, industry experience, and the ability to turn ideas in to action. Please check back soon for more information about FutureZ Consulting! Jim Continue Reading Jim Novak’s Article on their...

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