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PowerShell & Dynamics 365 (Part ll): Let’s connect!

Christoph Maeder Profile Picture Christoph Maeder 195

This second part of the series shows step by step, how to setup a connection with Dynamics 365 and create a simple account.

1. Have a look at Part l to setup the basis.
2. Open the “Windows PowerShell ISE”:
image
3. Import the module
# import the module

Import-Module Microsoft.Xrm.Data.Powershell

4. Connect to the Org:
# connect to a dynamics 365 organisation 
Connect-CrmOnlineDiscovery –InteractiveMode

This will show a modal dialog where you can access the CRM (Online or OnPrem):

image

Click “Login” to get the available orgs and then click “Login” again to setup the connection to Dynamics 365.

After successful login the prompt shows you information about your organisation:

image

4. And now, let us create some data! The following command will create a simple account and return the GUID:
$accountId = New-CrmRecord -conn $CRMConn -EntityLogicalName account -Fields @{"name"="proCRM";"telephone1"="123-456"}

That’s it for today. The next post will show how to get data from CRM by PowerShell


This was originally posted here.

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