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Customer experience | Sales, Customer Insights,...
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Automation of CRM import and export CE solutions from PowerShell code

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Hi Team 
 
I am trying to automate the export and import of unmanaged solutions in the CRM/CE environment. 



below is the code for export solutions from CE environment
 
#Define CRM source credentials
$CRMSourceUserName = //
$CRMSourcePassword = //
$CRMSourceUrl = //
 
# Enable strict mode
Set-StrictMode -Version latest
 
# Function to establish CRM connection
function EstablishCRMConnection {
    param(
        [string]$CRMUserName,
        [string]$CRMSecPasswd,
        [string]$crmUrl
    )
 
    Write-Host /UserId: $CRMUserName Password: $CRMSecPasswd CrmUrl: $crmUrl/
 
    # Convert password to secure string
    $CRMSecPasswdString = ConvertTo-SecureString -String $CRMSecPasswd -AsPlainText -Force
    Write-Host /Creating credentials/
   
    # Create credentials object
    $Credentials = New-Object System.Management.Automation.PSCredential ($CRMUserName, $CRMSecPasswdString)
    Write-Host /Credentials object created/
   
    Write-Host /Establishing CRM connection next/
   
    # Connect to CRM
    $crm = Connect-CrmOnline -Credential $Credentials -ServerUrl $CrmUrl
    Write-Host /CRM connection established/
   
    return $crm
}
 
# Function to install required PowerShell module
function InstallRequiredModule {
    Set-ExecutionPolicy -Scope Process -ExecutionPolicy Bypass -Force
    $moduleName = /Microsoft.Xrm.Data.Powershell/
    $moduleVersion = /2.7.2/
 
    if (!(Get-Module -ListAvailable -Name $moduleName)) {
        Write-Host /Module Not found, installing now/
        $moduleVersion
        Install-Module -Name $moduleName -MinimumVersion $moduleVersion -Force
    } else {
        Write-Host /Module Found/
    }
}
 
# Install required module
InstallRequiredModule
 
# Update Source CRM instance details below:
Write-Host /Going to create source connection/
$CrmSourceConnectionString = EstablishCRMConnection -CRMUserName $CRMSourceUserName -CRMSecPasswd $CRMSourcePassword -crmUrl $CRMSourceUrl
Write-Host /Source connection created/
Set-CrmConnectionTimeout -conn $CrmSourceConnectionString -TimeoutInSeconds 1000
 
Write-Host /Exporting Solution/
Export-CrmSolution -conn $CrmSourceConnectionString -SolutionName /DeploymentDemo/ -SolutionFilePath /C://Users//Desktop//CE-Deployments/ -SolutionZipFileName /Deployment-Demo.zip/
Write-Host /Solution Exported./


its working when i give the username and password , but my organizations environment is MFA enabled, i also have service principle details. 

please help me here how i can enable the authentication via OAuth or something which  better suits.
instead of Connect-CrmOnline i can use Get-CrmConnection ? 
please suggest a better method 
 
Thanks in Advance
  • Automation of CRM import and export CE solutions from PowerShell code
    only thing i need is how create a connection to CRM , provide me an example
    i was referring https://learn.microsoft.com/en-us/powershell/module/microsoft.xrm.tooling.crmconnector.powershell/get-crmconnection?view=pa-ps-latest#parameters
    suggest me some examples, where i have clientid, clientsecret, and tenantid details
     
     
  • Automation of CRM import and export CE solutions from PowerShell code
    hi team , 

    any update on above post ? 
    please help me here

    thanks
     

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