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Introduction

Automate common, time-consuming and error-prone tasks during customisation and configuration of Dataverse (Dynamics 365/CDS)

Features​

  • Register plugins from XML manifest
    • Plugins, steps, service endpoints, workflow assemblies, webhooks
    • Keep plugin registration details in source alongside the plugin assemblies so don't need to open the Plugin Reg Tool and configure manually
  • Generate customisations from XML manifest
    • Entities, forms, views, optionsets
    • Security roles and field level security profiles
    • Model driven apps and sitemap
    • Quickly generate, test and tear down all artifacts during prototyping phases
  • Migrate Bulk Deletion Jobs between environments
  • Toggle process status from XML manifest
    • Activate/Deactivate processes specified individually, included in solutions, or parented by assembly
    • Useful for data migrations/imports
    • Include in source control which processes should be disabled (or which shouldn't be re-enabled)
    • Supports plugin steps, workflows, modern flows and case creation rules
  • Generate metadata and system configuration documentation
    • Output system documentation as a PDF or a series of Markdown documents (standard markdown, GitHub, Docusaurus, Confluence)
    • Document entities and related data model, generating an entity relationship diagram
    • Security roles, workflows and cloud processes
    • Generate documentation on a Power Pages site (sitemap, web roles and entity permissions hierarchy, etc.)
  • Generate Power Pages (portal) content from a Visio diagram
    • Prototype your portal in a visio template and get business sign-off, add metadata to the pages then upload to generate:
      • Web pages (url, page template, parent page, display order)
      • Basic forms (page navigation, entity, system form)

Installation​

Two versions are available on Nuget.

  1. To use a Console Application for stand alone use or for use within a pipeline install CloudAwesome.Xrm.Customisation.Cli
  2. To integrate the API into your own solution, install the CloudAwesome.Xrm.Customisation package

Example usage​

[[[ More documentation is en route! ;) ]]]