Dynamics Resource Management (DRM) Templates

Powershell Module: https://www.powershellgallery.com/packages/Drm.Templates.Powershell

Documentation

This is the documentation for DRM Templates hosted at https://docs.drmtemplates.io built using DocFx.

Contribute

Install the latest version of DocFX on your machine and execute the following command to run it locally on your machine.

docfx.exe "<Absolute path>\Drm.Documentation\Drm.Documentation\docfx.json" --serve

Once the site is compiled you can access it via http://localhost:8080

Create a branch, make your changes, once the PR is approved an action will be triggered and the documentation updated.

About DRM Templates

Start creating DRM templates quickly. https://docs.drmtemplates.io/tutorials/quickstart.html

Generate templates using a simple powershell cmd: https://docs.drmtemplates.io/tutorials/generate-a-drm-template.html

Here's some of the how-to's already written

• Manage application users
• Manage Business Units
• Connection References
• Setting Environment Variables
• Manage Organisation Settings
• Transfer Word Document Templates
• Manage workflows
• Manage Custom Entities

Dynamics Resource Management Templates (DRM) was built with Devops Engineers and Dynamics developers in mind. Based on ARM Templates, they are constructed in the same way and offer many of the same functionality.

Managing multiple Dynamics environments can be challenging but by using this tool, environments can be easily maintained and controlled all through your automation pipelines.

DRM Templates allow you to 'PATCH' entities with your configuration. This includes custom entities. A common scenario for a Dynamics environment is to manage environment variables or build Queues and Teams. Not only can you manage basic properties of these entities but you can also apply members to your queues and teams.

Generate templates using the New-DrmTemplate cmd

Deploy templates using the New-DrmDeployment cmd

Below is an example template for an environmentvariablevalue.

{
      "targetenvironment": "[variables('dynamicsCredentials')]",
      "type": "drm.crmbaseentity/environmentvariablevalues",
      "apiVersion": "2023-01-09",
      "name": "DEMO_Environment_Variables",
      "properties": {
        "data": [
          {
            "environmentvariablevalueid": "634b1a5e-0775-4de0-8cdd-9a5fdb4ac21f",
            "schemaname": "new_TestVariable",
            "value": "Hello Drm Current Value"
          }
        ]
      }
    }