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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