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This guide explains everything you need to get started with the Dynamics 365 PowerShell Cmdlets. You'll learn how to install the cmdlets, configure your first connection, run queries, and explore next steps for working with Dynamics 365 data in PowerShell.
CData simplifies access and integration of live Microsoft Dynamics 365 data. Our customers leverage CData connectivity to:
CData customers use our Dynamics 365 connectivity solutions for a variety of reasons, whether they're looking to replicate their data into a data warehouse (alongside other data sources) or analyze live Dynamics 365 data from their preferred data tools inside the Microsoft ecosystem (Power BI, Excel, etc.) or with external tools (Tableau, Looker, etc.).
CData PowerShell Cmdlets run anywhere PowerShell runs.
CData Cmdlets are delivered through the PowerShell Gallery, ensuring a simple and consistent installation process across platforms.
Install-Module Dynamics365Cmdlets -Repository PSGallery -Force
This command:
To verify installation:
Get-Module -ListAvailable "*Dynamics365*"
The cmdlets support both trial and fully licensed activation.
Trial activation is automatic - no key is required. Once installed, you can begin using the cmdlets immediately.
If you have purchased a full license, you will receive a product key from the CData Orders Team.
Run the following command:
Set-ModuleLicense ""
You should see a confirmation message indicating successful activation.
Can I use my license on multiple machines?
Depending on your subscription tier. Refer to your order confirmation or contact [email protected].
I lost my license key. What do I do?
Email [email protected] with your order number to have it resent.
Can I transfer my license to another machine?
Submit a license transfer request here: https://www.cdata.com/lic/transfer/.
Where can I manage my license?
Visit the CData Customer Portal: https://portal.cdata.com/.
Once the module is installed and licensed, you can establish a connection to Dynamics 365 using the
Connect-Dynamics 365 cmdlet
After obtaining the needed connection properties, accessing Dynamics 365 data in PowerShell and preparing for replication consists of four basic steps.
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
Install the module:
Install-Module Dynamics365Cmdlets
Connect to Dynamics 365:
$dynamics365 = Connect-Dynamics365 -OrganizationUrl $OrganizationUrl -Edition $Edition -InitiateOAuth $InitiateOAuth
Once connected, you can query data using standard SQL like commands.
Example Query:
$results = Select-Dynamics365 ` -Connection $conn ` -Table "GoalHeadings" ` -Columns "GoalHeadingId,Name" ` -Where "GoalHeadingId != ''"
Display the results:
$results
You have now successfully accessed Dynamics 365 data from PowerShell!
Solution: Verify username, password, and security token. For OAuth applications, you may need to authorize CData in your application's security settings. Contact [email protected] for authorization assistance.
Solution: Confirm firewall settings and outbound access. Most cloud applications use port 443.
Solution: Ensure the module is installed-
Get-Module -ListAvailable "*Dynamics 365*"
Solution:
For additional connection troubleshooting, contact [email protected] with your specific error message.
Now that you have installed, licensed, and configured the PowerShell Cmdlets, here are some scenarios you can use to explore:
| PowerShell | Article Title |
|---|---|
| Piping Cmdlets | How to pipe Dynamics 365 Data to CSV in PowerShell |
| Replication | PowerShell Scripting to Replicate Dynamics 365 Data to MySQLl |
If you need assistance:
Not always.
Install-Module Dynamics365Cmdlets -Scope CurrentUser
CData PowerShell Cmdlets are delivered through the PowerShell Gallery. Installation is performed via:
Install-Module Dynamics365Cmdlets -Repository PSGallery -Force
Create separate connection objects-each with different authentication properties:
$conn1 = Connect-Dynamics365 -User User1 -Password Pwd1
$conn2 = Connect-Dynamics365 -User User2 -Password Pwd2
Cmdlets do not use ODBC DSNs. All connection properties are passed directly in
Connect-Dynamics 365
Many cmdlets support proxy properties such as:
Refer to the data-source-specific Help documentation.
Common causes:
Try:
Contact [email protected] for query optimization assistance.
Enable module logging with:
Set-ModuleLogging -Path "C:\logs\cdata.log" -Verbosity 3Upload the log file securely when working with CData Support.
Most cloud applications (Salesforce, HubSpot, Dynamics, Google APIs, etc.) use: HTTPS (443)
If your source requires additional ports, check its specific documentation or contact [email protected].
Install PowerShell 7 in the container and install the module:
pwsh -Command "Install-Module Dynamics365Cmdlets -Force"Then authenticate normally.
Each cmdlet includes a Help documentation set installed locally and available online: https://www.cdata.com/powershell/.
CData releases major annual updates plus incremental updates throughout the year. Check your customer portal or contact [email protected] for version availability.
Every Cmdlet includes examples in the Help documentation, plus online examples for many services: https://www.cdata.com/powershell/. Examples include:
For questions not covered in this FAQ, [email protected].
Download a free trial of the Dynamics 365 Cmdlets to get started:
Download NowLearn more:
👁 Dynamics 365 IconAn easy-to-use set of PowerShell Cmdlets offering real-time access to Dynamics 365. The Cmdlets allow users to easily read, write, update, and delete live data - just like working with SQL server.
