Pipe Dynamics 365 FinOp Data to CSV in PowerShell

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Dynamics 365 FinOp Cmdlets

An easy-to-use set of PowerShell Cmdlets offering real-time access to Dynamics 365 Finance & Operations data. The Cmdlets allow users to easily read, write, update, and delete live data - just like working with SQL server.

Use standard PowerShell cmdlets to access Dynamics 365 FinOp tables.

The CData Cmdlets Module for Dynamics 365 FinOp is a standard PowerShell module offering straightforward integration with Dynamics 365 FinOp. Below, you will find examples of using our D365FinOp Cmdlets with native PowerShell cmdlets.

Creating a Connection to Your Dynamics 365 FinOp Data

Dynamics 365 for Finance and Operations uses the OAuth authentication standard. See the Getting Started section in the help documentation for an authentication guide.

$conn = Connect-D365FinOp  -OrganizationUrl "$OrganizationUrl"

Selecting Data

Follow the steps below to retrieve data from the Accounts table and pipe the result into to a CSV file:

Select-D365FinOp -Connection $conn -Table Accounts | Select -Property * -ExcludeProperty Connection,Table,Columns | Export-Csv -Path c:\myAccountsData.csv -NoTypeInformation

You will notice that we piped the results from Select-D365FinOp into a Select-Object cmdlet and excluded some properties before piping them into an Export-Csv cmdlet. We do this because the CData Cmdlets append Connection, Table, and Columns information onto each "row" in the result set, and we do not necessarily want that information in our CSV file.

The Connection, Table, and Columns are appended to the results in order to facilitate piping results from one of the CData Cmdlets directly into another one.

Deleting Data

The following line deletes any records that match the criteria:

Select-D365FinOp -Connection $conn -Table Accounts -Where "Name = MyAccount" | Remove-D365FinOp

Inserting and Updating Data

The cmdlets make data transformation easy as well as data cleansing. The following example loads data from a CSV file into Dynamics 365 FinOp, checking first whether a record already exists and needs to be updated instead of inserted.

Import-Csv -Path C:\MyAccountsUpdates.csv | %{
  $record = Select-D365FinOp -Connection $D365FinOp -Table Accounts -Where ("Id = `'"+$_.Id+"`'")
    Update-D365FinOp -Connection $d365finop -Table Accounts -Columns ("accountid","Name") -Values ($_.accountid, $_.Name) -Where ("Id = `'"+$_.Id+"`'")
    Add-D365FinOp -Connection $d365finop -Table Accounts -Columns ("accountid","Name") -Values ($_.accountid, $_.Name)

As always, our goal is to simplify the way you connect to data. With cmdlets users can install a data module, set the connection properties, and start building. Download Cmdlets and start working with your data in PowerShell today!