Automate Microsoft Dataverse Integration Tasks from PowerShell

The CData Cmdlets for Microsoft Dataverse are standard PowerShell cmdlets that make it easy to accomplish data cleansing, normalization, backup, and other integration tasks by enabling real-time and bidirectional access to Microsoft Dataverse.

PowerShell Cmdlets or ADO.NET Provider?

The Cmdlets are not only a PowerShell interface to Microsoft Dataverse, but also an SQL interface; this tutorial shows how to use both to create, retrieve, update, and delete Microsoft Dataverse data. We also show examples of the ADO.NET equivalent, which is possible with the CData ADO.NET Provider for Microsoft Dataverse. To access Microsoft Dataverse data from other .NET applications, like LINQPad, use the CData ADO.NET Provider for Microsoft Dataverse.

Once you have acquired the necessary connection properties, accessing Microsoft Dataverse data in PowerShell can be enabled in three steps.

You can connect without setting any connection properties for your user credentials. Below are the minimum connection properties required to connect.

• InitiateOAuth: Set this to GETANDREFRESH. You can use InitiateOAuth to avoid repeating the OAuth exchange and manually setting the OAuthAccessToken.
• OrganizationUrl: Set this to the organization URL you are connecting to, such as https://myorganization.crm.dynamics.com.
• Tenant (optional): Set this if you wish to authenticate to a different tenant than your default. This is required to work with an organization not on your default Tenant.

When you connect the Common Data Service OAuth endpoint opens in your default browser. Log in and grant permissions. The OAuth process completes automatically.

PowerShell

1. Install the module:

   Install-Module CDSCmdlets

2. Connect:

   $cds = Connect-CDS -OrganizationUrl "$OrganizationUrl"

3. Search for and retrieve data:

   $name = "MyAccount" $accounts = Select-CDS -Connection $cds -Table "Accounts" -Where "Name = `'$Name`'" $accounts

   You can also use the Invoke-CDS cmdlet to execute SQL commands:

   $accounts = Invoke-CDS -Connection $cds -Query 'SELECT * FROM Accounts WHERE Name = @Name' -Params @{'@Name'='MyAccount'}

ADO.NET

1. Load the provider's assembly:

   [Reflection.Assembly]::LoadFile("C:\Program Files\CData\CData ADO.NET Provider for Microsoft Dataverse\lib\System.Data.CData.CDS.dll")

2. Connect to Microsoft Dataverse:

   $conn= New-Object System.Data.CData.CDS.CDSConnection("OrganizationUrl=https://myaccount.crm.dynamics.com/InitiateOAuth=GETANDREFRESH") $conn.Open()

3. Instantiate the CDSDataAdapter, execute an SQL query, and output the results:

   $sql="SELECT AccountId, Name from Accounts" $da= New-Object System.Data.CData.CDS.CDSDataAdapter($sql, $conn) $dt= New-Object System.Data.DataTable $da.Fill($dt) $dt.Rows | foreach { Write-Host $_.accountid $_.name }

Update Microsoft Dataverse Data

PowerShell

ADO.NET

Insert Microsoft Dataverse Data

PowerShell

ADO.NET

Delete Microsoft Dataverse Data

PowerShell

ADO.NET