Dataverse 4 Teams Tools

Dataverse 4 Teams Tools

Dataverse 4 Teams Tools

Introduction

The Power Platform Dataverse 4 Teams Tools Scripts repository provides essential PowerShell scripts to automate the exporting, unpacking, importing, and publishing of Dataverse for Teams solutions. These scripts simplify the process of moving solutions between environments, allowing for easy version control and solution management. Whether you’re a beginner or a seasoned developer, this toolkit empowers you to handle Dataverse for Teams solutions efficiently without the need for Azure DevOps.

Effortlessly Move Dataverse for Teams Solutions

Prerequisites

Before using the Power Platform Dataverse 4 Teams Scripts, ensure you have the following:

  • PowerShell: Install and configure PowerShell with the ability to run scripts (Set-ExecutionPolicy -ExecutionPolicy Unrestricted).
  • Git: Install Git to manage version control and submodules.
  • Dataverse Environment IDs: Retrieve both source and target environment IDs from the Power Platform Admin Center.

Obtaining Credentials

To use the scripts, ensure you have access to the Dataverse environments. Retrieve the environment IDs from the Power Platform Admin Center.

Supported Operations

The Power Platform Dataverse 4 Teams Scripts support the following operations:

  • Export Solutions: Automate the export of solutions from Dataverse for Teams environments.
  • Unpack Solutions: Extract and unpack solutions, including Canvas Apps, into manageable formats.
  • Repack Solutions: Rebuild previously unpacked solutions for deployment into target environments.
  • Import Solutions: Import solutions into a specified Dataverse for Teams environment.

Parameters

Parameters for Download From Source

  • -solutionName: The name of the solution to export.
  • -exportDirectory: Directory where the solution’s zip file will be exported.
  • -sourceEnv: ID of the source environment from which to export the solution.
  • -unpackDirectory: Directory where the solution will be unpacked and Canvas Apps will be processed.

Parameters for Release to Target

  • -solutionName: Name of the solution to be processed.
  • -unpackDirectory: Directory where the solution is unpacked.
  • -environmentSettingsFile: (Optional) Path to the environment settings file.
  • -targetEnvironment: Target environment to which the solution will be imported.
  • -exportDirectory: Directory where the repacked solution will be exported.
  • -Managed: Switch to indicate whether the solution should be managed.

Using the Connector

Example: Download From Source

This script exports a solution from a source environment, generates a solution settings template, and unpacks the solution, including any Canvas Apps it contains.

.\pipelineScripts\downloadFromSource.ps1 -solutionName "Dataverse4TeamsDemo" -exportDirectory ".\demo\dataverse4TeamsDemo" -sourceEnv "1838fca4-6258-e6b8-a710-60838df81aa3" -unpackDirectory ".\demo\dataverse4TeamsDemo\unpacked"

Example: Release to Target

This script re-packs a previously unpacked solution and imports it into a target environment. If an environment settings file is provided, the import will include those settings.

With a settings file:

.\pipelineScripts\releaseToTarget.ps1 -solutionName "Dataverse4TeamsDemo" -unpackDirectory ".\demo\dataverse4TeamsDemo\unpacked" -exportDirectory ".\demo\dataverse4TeamsDemo" -environmentSettingsFile ".\demo\settings.json" -targetEnvironment "5fc7b0a0-dc6e-e682-8886-bad6dac246a7"

As Managed:

.\pipelineScripts\releaseToTarget.ps1 -solutionName "Dataverse4TeamsDemo" -unpackDirectory ".\demo\dataverse4TeamsDemo\unpacked" -exportDirectory ".\demo\dataverse4TeamsDemo" -environmentSettingsFile ".\demo\settings.json" -targetEnvironment "5fc7b0a0-dc6e-e682-8886-bad6dac246a7" -managed

Try it Out

You can find a full blog post over on Ian Tweedie’s blog TechTweedie using the link below or a video on how to use this tool embedded below.

Effortlessly Move Dataverse for Teams Solutions

Known Issues and Limitations

  • Ensure that the environment IDs are correct to avoid deployment errors.
  • The scripts are designed for Dataverse for Teams environments and may not work with other Dataverse setups.

License

This project is distributed under the MIT License. You are free to use, modify, and distribute the scripts as per the license terms.

Contributions

Contributions are welcome! Please visit the GitHub repository to submit issues or pull requests.

Git Repository Contents

  • Pipeline Scripts: PowerShell scripts for exporting, unpacking, importing, and publishing solutions.
  • Documentation: Detailed instructions and examples for using the scripts.

Additional Notes

  • Avoid repetitive content.
  • Fix any typos or grammatical errors.
  • Ensure the document flows logically and is easy to follow.
  • Use consistent formatting for headings, lists, and code snippets.