Connecting to Microsoft Dynamics CRM

Establishing a Connection shows how to authenticate to Microsoft Dynamics CRM and configure any necessary connection properties. You can also configure cmdlet capabilities through the available Connection properties, from data modeling to firewall traversal. The Advanced Settings section shows how to set up more advanced configurations and troubleshoot connection errors.

Connecting from PowerShell

The CData Cmdlets PowerShell Module for Microsoft Dynamics CRM provides a familiar way to interact with Microsoft Dynamics CRM from PowerShell. The cmdlets provide a standard PowerShell interface and an SQL interface to live data. The CData cmdlets enable you to work with Microsoft Dynamics CRM using standard PowerShell objects; you can chain the cmdlets to each other or other cmdlets in pipelines. The cmdlets also support PowerShell debug streams.

Data Manipulation with Cmdlets

See Establishing a Connection to learn how to get started with the Connect-DynamicsCRM cmdlet. You can then pass the DynamicsCRMConnection object returned to other cmdlets for accessing data:

• Select-DynamicsCRM
• Add-DynamicsCRM
• Update-DynamicsCRM
• Remove-DynamicsCRM

Executing SQL from PowerShell

You can execute any SQL query with the Invoke-DynamicsCRM cmdlet.

Accessing Debug Output from Streams

See Capturing Errors and Logging to obtain the debug output through PowerShell streams.

PowerShell Version Support

The standard cmdlets are supported in PowerShell 2, 3, 4, and 5.

Microsoft Dynamics CRM Version Support

The cmdlet models CRM on-premise or hosted Microsoft Dynamics 365 instances as read/write, relational databases. The cmdlet uses versions 2011+ of the CRM Web Services APIs to connect to Dynamics CRM data. The cmdlet supports forms-based and claims-based authentication to the API.