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@smtjason/document-template-deployment-manager

v1.0.1

Published

Deploy Dataverse Word document templates safely between environments.

Downloads

256

Vulnerabilities

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Links

Git

Maintainers

smtjasonsmtjason

Keywords

powerplatformdataversepptbdocument-templateword

Readme

Document Template Deployment Manager

Document Template Deployment Manager safely deploys Dataverse Word document templates from one environment to another. It repairs the environment-specific table type code embedded in the DOCX XML bindings before upload, preventing generated documents from displaying field names instead of merged values.

Features

  • Uses the active connection as Source and the secondary connection as Target.
  • Lists Word templates with name, created date, modified date, and associated table.
  • Supports sortable columns and multi-select deployment.
  • Updates exactly one matching Target record by name, associated table, and Word document type.
  • Creates a Target record when no match exists.
  • Stops safely if duplicate Target records make the operation ambiguous.
  • Rebinds both customXml/item1.xml and all word/document.xml data bindings to the Target table ObjectTypeCode.
  • Downloads the stored Target content and validates its package, namespace, and binding count.
  • Copies readable deployment results for email, documents, and chat.
  • Never deletes document templates.

Use

  1. Open the tool with two different Dataverse connections.
  2. Choose the active/primary connection as Source.
  3. Choose the secondary connection as Target.
  4. Select one or more Word templates.
  5. Select Deploy selected.
  6. Review or copy the result rows.

The tool refuses to run when Source and Target refer to the same environment.

Matching behavior

  • Updated: exactly one matching Target record exists.
  • Created: no matching Target record exists.
  • Failed: validation, metadata lookup, duplicate matching, upload, or post-upload verification fails.

Local development

npm ci
npm test
npm run build
npm run validate

Enable Show Debug Menu in Power Platform ToolBox, open Debug, and load this directory under Load Local Tool.

Privacy

The tool communicates only through the Power Platform ToolBox Dataverse API. Do not commit exported customer templates, connection information, credentials, or access tokens to this repository.