VantianTech.XrmToolBox.DocumentTemplateDeploymentManager 1.2026.8.14

Document Template Deployment Manager

A cross-platform tool for moving Microsoft Word document templates between Dataverse environments while repairing the environment-specific ObjectTypeCode embedded in DOCX XML bindings. Implementations are available for XrmToolBox and Power Platform ToolBox.

This repository is organized as one product with platform-specific implementations:

• src/XrmToolBox contains the production XrmToolBox implementation.
• src/PowerPlatformToolBox contains the production Power Platform ToolBox implementation.
• assets contains shared product artwork.

Features

• Uses the main XrmToolBox connection as Source.
• Lists Source Word templates with name, created date, modified date, and associated table.
• Sorts the Source template list by any displayed column, with ascending/descending header indicators.
• Supports selecting one or more templates.
• Supports adding and selecting one or more Target connections.
• Updates an exact Target match by name, associated table, and Word document type.
• Creates a Target record only when no match exists.
• Stops safely when duplicate Target matches make the operation ambiguous.
• Rebinds customXml/item1.xml and every word/document.xml data binding to the Target table's ObjectTypeCode.
• Downloads and validates the Target content after each create/update.
• Shows a result row for every template/Target combination.
• Copies the complete deployment-results table from its right-click menu (or Ctrl+C), using a formatted HTML table for Outlook/Word and Markdown for chat or plain text.

Build

Requirements:

• Visual Studio 2022 or the .NET SDK with .NET Framework 4.8 targeting support
• NuGet access

dotnet build .\src\XrmToolBox\DocumentTemplateDeploymentManager.csproj --configuration Release

Copy XrmToolBox.DocumentTemplateDeploymentManager.dll from src\XrmToolBox\bin\Release\net48 into the XrmToolBox Plugins folder for local testing.

Or run:

& .\src\XrmToolBox\Install-Local.ps1 -XrmToolBoxDirectory 'C:\Path\To\XrmToolBox'

Power Platform ToolBox

Requirements: Node.js 18 or later.

Set-Location .\src\PowerPlatformToolBox
npm ci
npm test
npm run build
npm run validate

For local testing, enable the Power Platform ToolBox debug menu and load the src/PowerPlatformToolBox directory as a local tool. Select the active connection as Source and the secondary connection as Target.

Power Platform ToolBox package releases are published to npm by .github/workflows/publish-pptb-npm.yml when src/PowerPlatformToolBox/** changes on main. The workflow uses npm trusted publishing and requires the GitHub environment npm plus a matching trusted-publisher policy for @smtjason/document-template-deployment-manager.

Safety behavior

The plugin never deletes templates. A Target operation is either:

• Updated: exactly one matching record existed.
• Created: no matching record existed.
• Failed: source content, metadata, matching, upload, or post-upload validation failed.

Privacy and test data

Do not commit exported Dataverse records, downloaded customer templates, environment URLs, connection details, credentials, or access tokens. Use synthetic fixtures for public automated tests.