Create New records in Account entity using power shell script in dynamic 365.

 

First we need to install PowerShell Microsoft.Xrm.Data.PowerShell module for the current user blow executing below script.

Install-Module Microsoft.Xrm.Data.PowerShell -Scope CurrentUser

Next, we need to run below lines of script.

This command sets the execution policy for PowerShell scripts to RemoteSigned for the current user scope.

Set-ExecutionPolicy –ExecutionPolicy RemoteSigned –Scope CurrentUser

1.      This command sets the security protocol used by the .NET framework for network communications to TLS 1.2.

[System.Net.ServicePointManager]::SecurityProtocol = [System.Net.SecurityProtocolType]::Tls12

To connect to connect to specific environment we need write blow lines of script with username and password and environment URL as shown below.

$Username="XXXXXXXXXX"

$Password="XXXXXXX"

$pwd = ConvertTo-SecureString $Password -AsPlainText -Force

$credentials = New-Object System.Management.Automation.PSCredential($Username, $pwd)

$conn = Connect-CrmOnline -Credential $credentials -ServerUrl "https://org18828102.crm5.dynamics.com/" -ForceOAuth

Once above script run successfully to check CRM is connected, we need run $conn.

If CRM is connect, we will get IsReady is true. Please refer below screen short.

Next to create record in CRM Account entity we need fellow below format.

Syntax:

    New-CrmRecord [-conn <CrmServiceClient>] [-EntityLogicalName] <String> [-Fields] <Hashtable> [<CommonParameters>]

 

Ex:        

$parentId = New-CrmRecord account @{"name"="parent account name"}

$parentReference = New-CrmEntityReference -EntityLogicalName account -Id $parentId

New-CrmRecord -conn $conn -EntityLogicalName account -Fields @{"name"="Test Account";"industrycode"=New-CrmOptionSetValue -Value 1;"parentaccountid"=$parentReference; "overriddencreatedon"=[datetime]"2000-01-01"}

Thank you...!