Crm Minds

Managing Microsoft Dataverse with PowerShell simplifies retrieving records and managing solutions for devops pipelines. In this post, we’ll focus on connecting to Dataverse with PowerShell, one of the key steps in automating tasks.

Why Connect to Dataverse with PowerShell?

PowerShell scripts can interact with Dataverse to perform operations like retrieving data, managing solutions, or automating deployments. This requires establishing a secure connection using client credentials.

Prerequisites

• Install required modules.
  • Microsoft.Xrm.Data.Powershell
  • Microsoft.Xrm.Tooling.CrmConnector.PowerShell
• Register an application in Azure Active Directory and configure it for Dataverse.

Write-Host "Installing required modules" 
[Net.ServicePointManager]::SecurityProtocol = [Net.SecurityProtocolType]::Tls12 
Install-Module -Name Microsoft.Xrm.Tooling.CrmConnector.PowerShell -Force -Scope CurrentUser -AllowClobber
Install-Module -Name Microsoft.Xrm.Data.Powershell -Force -Scope CurrentUser -AllowClobber
Write-Host "Modules installed"

Code to Connect to Dataverse from PowerShell

# Define connection variables
$clientId = "your-client-id"
$clientSecret = "your-client-secret"
$url = "https://your-organization.crm.dynamics.com"

# Build the connection string
$connString = "AuthType=ClientSecret;url=$url;ClientId=$clientId;ClientSecret=$clientSecret"

# Establish a connection
$conn = Get-CrmConnection -ConnectionString $connString

if ($conn -ne $null) {
    Write-Host "Connection successful!"
} else {
    Write-Host "Failed to connect."
}

1. Connection Variables: Define your ClientId, ClientSecret, and url corresponding to your Dataverse environment.
2. Build Connection String: Use ClientSecret authentication.
3. Establish Connection: The Get-CrmConnection cmdlet connects to Dataverse.