How to pipe Dynamics 365 Data to CSV in PowerShell

The CData Cmdlets Module for Dynamics 365 is a standard PowerShell module offering straightforward integration with Dynamics 365. Below, you will find examples of using our Dynamics365 Cmdlets with native PowerShell cmdlets.

Creating a Connection to Your Dynamics 365 Data

Edition and OrganizationUrl are required connection properties. The Dynamics 365 connector supports connecting to the following editions: CustomerService, FieldService, FinOpsOnline, FinOpsOnPremise, HumanResources, Marketing, ProjectOperations and Sales.

For Dynamics 365 Business Central, use the separate Dynamics 365 Business Central driver.

OrganizationUrl is the URL to your Dynamics 365 organization. For instance, https://orgcb42e1d0.crm.dynamics.com

$conn = Connect-Dynamics365  -OrganizationUrl "$OrganizationUrl" -Edition "$Edition"

Selecting Data

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

Select-Dynamics365 -Connection $conn -Table GoalHeadings | Select -Property * -ExcludeProperty Connection,Table,Columns | Export-Csv -Path c:\myGoalHeadingsData.csv -NoTypeInformation

You will notice that we piped the results from Select-Dynamics365 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.

Deleting Data

The following line deletes any records that match the criteria:

Select-Dynamics365 -Connection $conn -Table GoalHeadings -Where "Name = MyAccount" | Remove-Dynamics365

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

Import-Csv -Path C:\MyGoalHeadingsUpdates.csv | %{
  $record = Select-Dynamics365 -Connection $Dynamics365 -Table GoalHeadings -Where ("Id = `'"+$_.Id+"`'")
  if($record){
    Update-Dynamics365 -Connection $dynamics365 -Table GoalHeadings -Columns ("GoalHeadingId","Name") -Values ($_.GoalHeadingId, $_.Name) -Where ("Id = `'"+$_.Id+"`'")
  }else{
    Add-Dynamics365 -Connection $dynamics365 -Table GoalHeadings -Columns ("GoalHeadingId","Name") -Values ($_.GoalHeadingId, $_.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!