Web Resource Manager — User Guide

Overview

Web Resource Manager lets you browse, edit, upload, publish, and sync Dataverse web resources directly from MSDC Toolbox. It replaces navigating the Maker Portal for common web resource tasks and supports bulk publish operations.

Prerequisites

• An active connection to a Dataverse environment
• For write operations: prvWriteWebResource and prvPublishWebResource privileges

Getting Started

1. Select Web Resource Manager from the sidebar
2. The plugin connects and loads all web resources from the current environment
3. The total resource count appears in the header

Interface Layout

Workflow

Browsing Web Resources

• All web resources load automatically on startup
• Use the search box to filter by file name or path
• Click a type chip (e.g. JS, CSS, HTML) to filter by file type — multiple chips can be active at once
• Pending (unsaved) resources are shown with an amber indicator

Editing a Web Resource

1. Click any web resource in the list to open it in the editor panel
2. Edit the content directly in the editor
3. The resource is marked as pending (amber chip in the filter bar) until published

Changes are staged locally within the session — nothing is written to Dataverse until you publish.

Publishing Resources

Publish a single resource:

1. With the resource open in the editor, click Publish in the editor toolbar
2. The resource is saved and published to Dataverse immediately

Bulk publish:

1. Select multiple resources using the checkboxes in the list
2. Click Publish Selected in the batch toolbar
3. All selected resources are published in sequence

Uploading a New File

1. Click + New in the header
2. In the Create dialog, enter:
   • Name — The web resource logical name (e.g. new_myscript.js)
   • Display name — The friendly label shown in Dynamics 365
   • Type — File type (JavaScript, CSS, HTML, XML, PNG, etc.)
3. Paste or type the content in the editor field
4. Click Create — the resource is created and published immediately

Downloading a Resource

Click the download icon on any resource row to save the file locally in its native format.

Understanding Pending State

When you edit a resource, it enters a pending state:

• The resource row shows an amber border
• The Pending chip in the filter bar counts how many resources are awaiting publish
• Pending changes are not saved to Dataverse until you publish
• Navigating away from the plugin without publishing will discard staged changes

Tips

Troubleshooting