Microsoft.Xrm.Data.Powershell.zip contains one primary module, Microsoft.Xrm.Data.Powershell, but also relies on other included dll's such as Microsoft.Xrm.Tooling.CrmConnector.Powershell which we are loading as a secondary module (instead of a snap-in).
New releases of this can be found on the Release Page or can be downloaded using OneGet (Install-Module) from the Powershell Gallery.
Microsoft.Xrm.Data.Powershell
This module builds from Microsoft.Xrm.Tooling.CrmConnector.Powershell, on top of this we are providing common functions to create, delete, query, and update data. We have also included many helpful functions for common tasks such as publishing, and manipulating System & CRM User Settings, etc. The module will function for both Dynamics CRM Online and On-Premise environments. Note: while you can import or create data this utility was not specifically designed to do high throughput data imports. For data import please refer to our blog at https://aka.ms/CRMInTheField - you may also review sample code written to add high speed/high throughput data manipulation to .NET projects posted by Austin Jones & Sean McNellis at: https://pfexrmcore.codeplex.com/
Microsoft.Xrm.Tooling.CrmConnector.Powershell
This module comes from Dynamics CRM SDK and it exposes two functions, Get-CrmOrganizations and Get-CrmConnection. See the link for more detail.
Use PowerShell cmdlets for XRM tooling to connect to CRM
###How to deploy from the PowerShell Gallery using OneGet Note this method requires: Powershell Management Framework 5 or higher - details: https://www.powershellgallery.com/ #####Install the module via OneGet
Type: Install-Module Microsoft.Xrm.Data.PowerShell -Scope CurrentUser
#####Inspect the module
Type: Save-Module Microsoft.Xrm.Data.PowerShell -Path
###How to file copy or manually deploy this module
1.Go to Releases(https://github.com/seanmcne/Microsoft.Xrm.Data.PowerShell/releases) and Download Microsoft.Xrm.Data.Powershell.zip.
2. Right click the downloaded zip file and click "Properties".
3. Check "Unblock" checkbox and click "OK", or simply click "Unblock" button depending on OS versions.
4. Extract the zip file and copy "Microsoft.Xrm.Data.PowerShell" folder to one of the following folders:
* %USERPROFILE%\Documents\WindowsPowerShell\Modules
* %WINDIR%\System32\WindowsPowerShell\v1.0\Modules
Following image shows this module copied to User Profile. If you want anyone to use the module on the computer, copy them to System Wide PowerShell module folder instead. If you do not have the folder, you can manually create them.
5. As this module is not signed, you may need to change Execution Policy to load the module. You can do so by executing following command.
```PowerShell Set-ExecutionPolicy –ExecutionPolicy RemoteSigned –Scope CurrentUser ``` Please refer to [Set-ExecutionPolicy](https://technet.microsoft.com/en-us/library/ee176961.aspx) for more information.6. Open PowerShell and run following command to load the module.
```PowerShell # Import Micrsoft.Xrm.Data.Powershell module Import-Module Microsoft.Xrm.Data.Powershell ``` *The module requires PowerShell v4.0.###How Microsoft.Xrm.Data.Powershell works Microsoft.Xrm.Data.Powershell module exposes many functions, but you can use Connect-CrmOnlineDiscovery, Connect-CrmOnPremDiscovery to connect to any CRM organization by using Discovery Service. Use Connect-CrmOnline function for Azure Automation. By executing these function, it creates $conn global variable. Any other functions which needs to connect to the CRM Organization takes connection parameter. You can explicitly specify the connection by using -conn parameter, but if you omit the connection, functions retrieve connection from global variable.
Alternatively, you can create multiple connection objects and pass them into each function under the –conn parameter.
###Example This example shows how to create connection and do CRUD operation as well as manipulate System Settings.
1. Run following command to connect to Dynamics CRM Organization via the Xrm Tooling GUI.
```PowerShell # Online Connect-CrmOnlineDiscovery -InteractiveMode # OnPrem Connect-CrmOnPremDiscovery -InteractiveMode # Azure Automation Connect-CrmOnline -Credential $cred -ServerUri "https://.crm.dynamics.com" ```For Azure Automation, write all scripts inside inlinescript block as Runbook or use PowerShell type.
2. Run following command to test CRUD.
```PowerShell # Create an account and store record Guid to a variable $accountId = New-CrmRecord -conn $conn -EntityLogicalName account -Fields @{"name"="Sample Account";"telephone1"="555-5555"}$accountid
$account = Get-CrmRecord -conn $conn -EntityLogicalName account -Id $accountId -Fields name,telephone1
$account
$account.name = "Sample Account Updated"
Set-CrmRecord -conn $conn -CrmRecord $account
Get-CrmRecord -conn $conn -EntityLogicalName account -Id $accountId -Fields name
Remove-CrmRecord -conn $conn -CrmRecord $account
<p>3. Run following command to manipulate SystemSettings.</p>
```PowerShell
# Display the current setting
Get-CrmSystemSettings -conn $conn -ShowDisplayName
# Change the PricingDecimalPrecision system setting from 0 to 1
Set-CrmSystemSettings -conn $conn -PricingDecimalPrecision 1
# Display the current setting
Get-CrmSystemSettings -conn $conn -ShowDisplayName
###How to get command details Each command has detail explanation.
1. Run following command to get all commands.
```PowerShell Get-Command *crm* ```2. Run following command to get help.
```PowerShell Get-Help New-CrmRecord -Detailed ``` ####About Authors This module is implemented by Sean McNellis and Kenichiro Nakamura.Sean McNellis, Sr. Premier Field Engineer, is based out of North America and works supporting Dynamics CRM customers.
Kenichiro Nakamura, Sr. Premier Mission Critical Specialist, is based out of Japan and works supporting PMC customers.
Blog (English): http://blogs.msdn.com/CrmInTheField
Blog (Japanese): http://blogs.msdn.com/CrmJapan
Twitter: @pfedynamics
Initial Release to GitHub. Refer to previous release information here.