Create an Email table

This sample shows how to create and update a table using the CreateEntityRequest message.

You can download the sample from here.

Note

Unsure about entity vs. table? See Developers: Understand terminology in Microsoft Dataverse.

How to run this sample

  1. Download or clone the Samples repo so that you have a local copy.
  2. (Optional) Edit the cds/App.config file to define a connection string specifying the Microsoft Dataverse instance you want to connect to.
  3. Open the sample solution in Visual Studio and press F5 to run the sample. After you specify a connection string in cds/App.config, any sample you run will use that connection information.

If you do not specify a connection string in cds/App.config file, a dialog will open each time you run the sample and you will need to enter information about which Dataverse instance you want to connect to and which credentials you want to use. This dialog will cache previous connections so that you can choose a previously used connection.

Those samples in this repo that require a connection to a Dataverse instance to run will include a linked reference to the cds/App.config file.

What this sample does

The CreateEntityRequest message is intended to be used in a scenario where it contains the data that is needed to create a custom table, and optionally, to add it to a specified unmanaged solution.

How this sample works

In order to simulate the scenario described in What this sample does, the sample will do the following:

Setup

Checks for the current version of the org.

Demonstrate

  1. The Entity method creates the custom table. Define the table to enable for emailing. In order to do so, IsActivityParty must be set to true.
  2. The StringAttributeMetadata method is used to define the primary column of the table which is used in the ActivityParty screens. Be sure to select descriptive columns.
  3. The PublishRequest method publishes all the customizations.
  4. The CreateFirstEmailAttributeRequest method creates an email column in order to create emails from the table.

Clean up

Display an option to delete the records created in the Setup. The deletion is optional in case you want to examine the tables and data created by the sample. You can manually delete the records to achieve the same result.