Liquid Templates in Dynamics Portals – Part 3
Nov13

Liquid Templates in Dynamics Portals – Part 3

It’s been a while since the last post in this series Liquid Templates in Dynamics Portals – Part 2. Since then, I’ve had the opportunity to deliver a presentation on Liquid Templates a few times and receive some great feedback. You can check out a recording of my Power Platform 24 virtual session titled Working with Liquid Templates in Power Portals hosted by xrmVirtual. This was an… Continue Reading Jim...

Read More
Power Platform 24 Live!
Oct01

Power Platform 24 Live!

We recently completed the first ever 24 hour event exclusively focused on the Power Platform – Power Platform 24. The Dynamics and Power Platform community has fantastic events literally across the globe. As amazing as these in person events are, not everyone can attend as either a speaker or attendee. We wanted to remove geography as an obstacle! Moving to a virtual format allows the… Continue Reading Jim Novak’s...

Read More
Liquid Templates in Dynamics Portals – Part 2
Aug20

Liquid Templates in Dynamics Portals – Part 2

Liquid Templates in Dynamics Portals – Part 1 is a high level overview and a bit of history of Liquid Templates. Now we can take a closer look at Liquid Templates support in Dynamics Portals. While this capability offers flexibility to Portal developers, it can be overwhelming when getting started. The Microsoft Documentation on Liquid is fairly solid but I think it skips many Liquid… Continue Reading Jim Novak’s...

Read More
New XrmToolBox Tool – Portal Site Settings Manager
Aug06

New XrmToolBox Tool – Portal Site Settings Manager

I’ve been working on Dynamics Portals consistently over the past few years and one frustrating bit is the implementation of Website Site Settings. Each Website that you configure within Portals has a series of Site Setting records that are essentially string key/value pairs, each record having a Name and Value, and an additional description.  For example, a simple true/false flag… Continue Reading Jim Novak’s Article...

Read More
PowerApp Admin Tools
Jul18

PowerApp Admin Tools

I’ve been working on XrmToolBox Tools for a bit now, both speaking and posting on the huge number of cool tools and how we can build our own. I’m still working on a few XrmToolBox related projects, but when I started diving into Power Apps, I immediately wondered if I could replicate some Tools in Canvas or Model Driven Apps. Wouldn’t it be cool if we could build out a suite of some… Continue Reading Jim...

Read More
Liquid Templates in Dynamics Portals – Part 1
Jul09

Liquid Templates in Dynamics Portals – Part 1

I’ve been working on Dynamics Portals projects over the last few years.  My first project involved heavy use of Web Forms and Web Form Steps and customizing forms using JavaScript. On my current project, I’ve had the opportunity to dive into Liquid Templates. In this series of posts, I hope shed some light on one question that I had when first diving into Portals: What the heck are Liquid… Continue Reading Jim...

Read More
Flow, HTTP Actions, and Files
May28

Flow, HTTP Actions, and Files

I am working on a new presentation sample project and I wanted to test invoking an HTTP request from a Flow. Specifically, I want to invoke a Function App from a Flow using an HTTP Flow Action. In my sample, I will kick this off when a new Note is created with an Attachment. To quickly test calling the HTTP Action, I uses an existing Function App sample that I had worked on a few… Continue Reading Jim Novak’s Article on...

Read More
Solution Layering | FutureZ Consulting
May21

Solution Layering | FutureZ Consulting

I’ve recently noticed the Solution Layers button but knew next to nothing about its functionality.  It was added to my ever growing list of, “Ok, I need to check that out when I have some time!”  While on a call this past week, the Solution Layers feature came up. After a brief overview on the call and some poking around afterwards, it looks to be a useful feature for… Continue Reading Jim Novak’s Article on their...

Read More
Documenting TypeScript | FutureZ Consulting
Apr16

Documenting TypeScript | FutureZ Consulting

I recently posted Dynamics Portals Script Libraries that outlines a new GitHub repository for Portals TypeScript libraries. I’ve added a few pages to the repository Wiki with instructions on how to setup, but I wanted to include information on the modules and methods themselves as well. Luckily, we have TypeDoc! TypeDoc “A documentation generator for TypeScript projects”… Continue Reading Jim Novak’s Article on their...

Read More
Dynamics Portals Script Libraries | FutureZ Consulting
Apr01

Dynamics Portals Script Libraries | FutureZ Consulting

Last year, I built out a simple approach for script management in Dynamics Portals, including a model for managing shared script modules and building common reusable validators across Portal components. I posted about some of this work in prior posts: Dynamics Portals Field Validation and Dynamics Portals Script Management. That project began as an Adxstudio v7 project that we later… Continue Reading Jim Novak’s Article on...

Read More
New XmlViewer Shared Controls
Mar07

New XmlViewer Shared Controls

Jonas Rapp has a fantastic XrmToolBox Tool called the FetchXml Builder. I think I might have mentioned it once, or maybe twice, in past discussions. (If you have not used it, you should!) One cool component of the FetchXml Builder is the color coded XML viewer. This component would be great for a lot of other Tools, but if you check out the code, it’s a bit tough to implement. Luckily,… Continue Reading Jim Novak’s...

Read More
Referenced Assemblies and XrmToolBox Tools
Feb21

Referenced Assemblies and XrmToolBox Tools

In my recent post Major update to XrmToolBox Shared Controls, I mentioned an outstanding issue with ILMerge with the shared controls library. I use a sample Tool creatively named Control Tester Tool, for testing that references the Shared Controls. This allows me to test each user control user interface, including public interfaces, properties, methods, and events. I had hoped that… Continue Reading Jim Novak’s Article on...

Read More
Major update to XrmToolBox Shared Controls
Feb12

Major update to XrmToolBox Shared Controls

I’ve published several posts about shared XrmToolBox controls, starting with this post several months ago: Shared XrmToolbox Controls: Entities List View. Since then, I’ve made updates and added new controls to the repository, such as updates to the EntitiesListView and an additional EntitiesDropdown control. So far, I’ve received some great feedback. Michael Ochs released his own… Continue Reading Jim...

Read More
Building XrmToolBox Tools, Part 2
Jan22

Building XrmToolBox Tools, Part 2

Finally getting a chance to finish up my Part 2 post! This post is a bit long as we discuss tools and templates used to build XrmToolBox Tools, how to get started with debugging, a review of the sample code, and step through constructing our own Tool. Note that for this post, I am assuming that you have some development background and are familiar with Visual Studio and C#. In our… Continue Reading Jim Novak’s Article on...

Read More
My first XrmToolBox Portal contribution!
Dec19

My first XrmToolBox Portal contribution!

Tanguy Touzard and the esteemed XrmToolBox Team maintain an excellent portal for both developer and end user documentation and have recently asked for some help in updating the documentation. So I answered the recruiting call and I have posted my first contribution to the developer documentation section of the XrmToolBox Portal!  As anyone who reads my posts from the last year or… Continue Reading Jim Novak’s Article on...

Read More
Building XrmToolBox Tools
Dec05

Building XrmToolBox Tools

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 the… Continue Reading Jim Novak’s Article...

Read More

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 leverages 

Read More
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...

Read More

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...

Read More

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...

Read More
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...

Read More
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...

Read More
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...

Read More
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...

Read More
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...

Read More
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...

Read More
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 (

Read More
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...

Read More
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...

Read More
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...

Read More
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...

Read More

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...

Read More

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...

Read More

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...

Read More

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...

Read More

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...

Read More

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...

Read More

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...

Read More

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...

Read More

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...

Read More

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...

Read More
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...

Read More
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...

Read More
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...

Read More
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...

Read More
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...

Read More
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...

Read More
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...

Read More
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...

Read More
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...

Read More