Automate Microsoft Dataverse Integration Tasks from PowerShell

The CData ADO.NET Provider for Microsoft Dataverse is a standard ADO.NET Provider that make it easy to accomplish data cleansing, normalization, backup, and other integration tasks by enabling real-time and bidirectional access to Microsoft Dataverse.

Getting Started

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ADO.NET Provider

The ADO.NET Provider provides a SQL interface for Microsoft Dataverse; this tutorial shows how to use the Provider to create, retrieve, update, and delete Microsoft Dataverse data.

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.

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

$cmd =  New-Object System.Data.CData.CDS.CDSCommand("UPDATE Accounts SET Name='MyAccount' WHERE Id = @myId", $conn)
$cmd.Parameters.Add((New-Object System.Data.CData.CDS.CDSParameter("@myId","10456255-0015501366")))
$cmd.ExecuteNonQuery()

Insert Microsoft Dataverse Data

$cmd =  New-Object System.Data.CData.CDS.CDSCommand("INSERT INTO Accounts (Name) VALUES (@myName)", $conn)
$cmd.Parameters.Add((New-Object System.Data.CData.CDS.CDSParameter("@myName","MyAccount")))
$cmd.ExecuteNonQuery()

Delete Microsoft Dataverse Data

$cmd =  New-Object System.Data.CData.CDS.CDSCommand("DELETE FROM Accounts WHERE Id=@myId", $conn)
$cmd.Parameters.Add((New-Object System.Data.CData.CDS.CDSParameter("@myId","001d000000YBRseAAH")))
$cmd.ExecuteNonQuery()