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Manage Power Platform Dataverse metadata and content, and administer the environment. Use on-premises and online.

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AMSoftwareNL/crmpowershell

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Dataverse PowerShell Library

IMPORTANT This project is no longer being developed. Bugs will be fixed, but no additional features will be added.

Project Description

PowerShell CmdLet Library for use with Power Platform Dataverse and Dynamics 365 environments. Manage Metadata and content, and administer the organization.

CRM PowerShell Library is a collection of PowerShell Cmdlets for working with Power Platform Dataverse and Dynamics 365 environments.

Connect to your on-premises environment, or Power Platform Dataverse and Dynamics 365 environment in the Cloud.

Work with Metadata

View, Add, Edit, and Delete Metadata like Entities, Attributes, Relationships, OptionSets and Keys.

Work with content

Retrieve, Add, Edit, Associate, Disassociate and Delete records in any entity. Attributes & FormattedValues are available as named properties on the result.

Administration

Manage Business Units, Teams, Users, Roles, etc. Also manage processes like workflows, manage language packs, or invoke any available CRM request.

Customization and Solutions

Manage WebResources, and Translations. Manage and Publish solutions and components.

Plugin Registration

Register, update and unregister plugins, steps, images and serviceendpoints.

Supported Version

The library uses the Micrsoft Dynamics 365 SDK and Microsoft XRM Tooling Connector. So the library supports all versions Microsoft is currently supporting. Parameters for the Cmdlets are automatically updated based on the Organization and loaded SDK version.

Getting Started

To get started using the PowerShell:

Install the latest version from the PowerShell Gallery (https://www.powershellgallery.com/packages/AMSoftware.Crm/)

Install-Module AMSoftware.Crm

OR

Download the latest release (https://github.com/AMSoftwareNL/crmpowershell/releases) and run

Import-Module AMSoftware.Crm.psd1

Connect to environment

Use the Microsoft.Xrm.Tooling.CrmConnector.PowerShell module to connect to an environment, or supply a connectionstring to Connect-CrmOrganization.

To provide a connectionstring to an environment see Use connection strings in XRM tooling to connect to Microsoft Dataverse

Install-Module 'Microsoft.Xrm.Tooling.CrmConnector.PowerShell'
$connection = Get-CrmConnection -InteractiveMode
Connect-CrmOrganization -Connection $connection
Connect-CrmOrganization -Connectionstring 'AuthType=Office365;Username=jsmith@contoso.onmicrosoft.com;Password=passcode;Url=https://contoso.crm.dynamics.com'

Use connection strings in XRM tooling to connect to Microsoft Dataverse

Microsoft.Xrm.Tooling.CrmConnector.PowerShell

PowerShell Gallery: Microsoft.Xrm.Tooling.CrmConnector.PowerShell

Cmdlet overview

The get all the available commands use Get-Command -Module 'AMSoftware.Crm'. Or go to the online documentation here.