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...
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...
Some Useful XrmToolbox Plugins
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 and
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
Customer Lookup Fields
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 field… Continue Reading Jim Novak’s Article...
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...
Welcome!
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 blog...