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Scott Durow edited this page May 5, 2021 · 5 revisions

Welcome to dataverse-ify!

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The TypeScript library that gives you IOrganizationService SDK like types for use with typescript.

Works with dataverse-gen and dataverse-auth to create early bound classes.

Design Goals

  • Implement an API for use from TypeScript that is close to IOrganizationService for use in Model-Driven Form JS Web-Resources or PCF controls.
  • Cross-Platform - pure NodeJS - runs inside VSCode on Windows/Mac/Linux
  • Early bound generation of Entities/Actions/Functions with customizable templates.
  • Be as unopinionated as possible - but still promote TypeScript best practices.
  • Allow integration testing from inside VSCode/NodeJS tests.

Differences to other libraries

  1. Works right from inside VSCode
  2. Provides similar syntax similar to the server-side Dataverse/CDS/XRM SDK (e.g. IOrganizationService create, update, delete, retrieve, retreiveMultiple, execute)
  3. Deals with some of the limitations of the WebApi (e.g. not being able to null lookup fields).
  4. Deals with the complexity of calling actions/functions via the WebApi.
  5. The API is delivered as node modules that can be webpacked into your own libraries rather than loaded as externals.
  6. Runs purely on nodejs and works cross-platform.
  7. Delivered via npm - not NuGet - and so only needs VSCode.
  8. Uses On-behalf-of authentication flow - no username/password/appid needed (this is also cross-platform using dataverse-auth).
  9. Provides an implementation of Xrm.WebApi.* that can be used in NodeJS integration tests without running in the browser context.
  10. Provides customisable ejs templates via dataverse-gen eject
  11. Provides a CLI for easily adding types/actions/functions to your project
  12. Doesn't attempt to provide form script typings - rather simple attribute name constants can be used. You could still use XrmDefinitelyTyped for this if you wish.

Quick Example

This is how you would create an account, opportunity, then win the opportunity in TypeScript running in the Form Context:

// Create account
const account1 = {
  logicalName: accountMetadata.logicalName,
  name: "Account 1",
} as Account;
account1.id = await cdsServiceClient.create(account1);

// Create opportunity
const opportunity1 = {
  logicalName: opportunityMetadata.logicalName,
  name: "Opportunity 1",
} as Opportunity;
opportunity1.customerid = Entity.toEntityReference(account1);
opportunity1.id = await cdsServiceClient.create(opportunity1);

// WinOpportunity
const winRequest = {
  logicalName: WinOpportunityMetadata.operationName,
  Status: 3,
  OpportunityClose: {
    logicalName: opportunitycloseMetadata.logicalName,
    description: "Sample Opportunity Close",
    subject: "Sample",
    opportunityid: Entity.toEntityReference(opportunity1),
  },
} as WinOpportunityRequest;
const winResponse = await cdsServiceClient.execute(winRequest);

// Get the Opportunity
const opportunityRetreived = (await cdsServiceClient.retrieve(opportunity1.logicalName, opportunity1.id, 
  "customerid",
])) as Opportunity;
console.log(opportunityRetreived.customerid?.id);

You can also use activity parties for creating activities:

letter1.regardingobjectid = Entity.toEntityReference(account1);
letter1.to = [
  {
    logicalName: "activityparty",
    partyid: Entity.toEntityReference(account1)
  } as ActivityParty
];
letter1.id = await cdsServiceClient.create(letter1);

More information - Quick-Start

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