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Pipe Dynamics 365 Sales Data to CSV in PowerShell

Use standard PowerShell cmdlets to access Dynamics 365 Sales tables.

The CData Cmdlets Module for Dynamics 365 Sales is a standard PowerShell module offering straightforward integration with Dynamics 365 Sales. Below, you will find examples of using our D365Sales Cmdlets with native PowerShell cmdlets.

Creating a Connection to Your Dynamics 365 Sales Data

Dynamics 365 uses the OAuth authentication standard. See the Getting Started section in the help documentation for a guide to completing the process.

$conn = Connect-D365Sales  -OrganizationUrl "$OrganizationUrl"

Selecting Data

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

Select-D365Sales -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-D365Sales 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-D365Sales -Connection $conn -Table Accounts -Where "Name = MyAccount" | Remove-D365Sales

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 Sales, checking first whether a record already exists and needs to be updated instead of inserted.

Import-Csv -Path C:\MyAccountsUpdates.csv | %{
  $record = Select-D365Sales -Connection $D365Sales -Table Accounts -Where ("Id = `'"+$_.Id+"`'")
  if($record){
    Update-D365Sales -Connection $d365sales -Table Accounts -Columns ("accountid","Name") -Values ($_.accountid, $_.Name) -Where ("Id = `'"+$_.Id+"`'")
  }else{
    Add-D365Sales -Connection $d365sales -Table Accounts -Columns ("accountid","Name") -Values ($_.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!