Use PowerShell cmdlets for XRM tooling to connect to Dynamics 365 for Customer Engagement

XRM tooling provides you with the following Windows PowerShell cmdlets that you can use to connect to Dynamics 365 for Customer Engagement apps (on-premises )and retrieve organizations that the current user has access to: Get-CrmConnection and Get-CrmOrganizations.

Note

The PowerShell cmdlets documentation that is applicable to Dynamics 365 for Customer Engagement apps (online) users is now available in the PowerApps documentation at: Use PowerShell cmdlets in XRM tooling to connect to Common Data Service

Prerequisites

  • To use the XRM tooling cmdlets, you need PowerShell version 3.0 or later. To check the version, open a PowerShell window and run the following command: $Host

  • Set the execution policy to run the signed PowerShell scripts. To do so, open a PowerShell window as an administrator and run the following command: Set-ExecutionPolicy -ExecutionPolicy RemoteSigned

Acquire the Microsoft.Xrm.Tooling.CrmConnector.PowerShell cmdlet

Before you can use the PowerShell cmdlet, you have to install them. The XRM tooling PowerShell cmdlets are available on the PowerShell Gallery here. To download and install the cmdlet

Open PowerShell or PowerShell ISE in admin mode, and run the following command:

Install-Module -Name Microsoft.Xrm.Tooling.CrmConnector.PowerShell

If you installed the module in the past, you can update it with the following command:

Update-Module -Name Microsoft.Xrm.Tooling.CrmConnector.PowerShell

You’re now ready to use the PowerShell cmdlet. To list the cmdlets that you registered, run the following command in the Windows PowerShell window:

Get-Help “Crm”  

Use the cmdlet to retrieve organizations from Dynamics 365 for Customer Engagement apps (on-premises)

Use the Get-CrmOrganizations cmdlet to retrieve the organizations that you have access to.

  1. Provide your credentials to connect to your Dynamics 365 for Customer Engagement (on-premises) instance. Running the following command will prompt you to type your user name and password to connect to the Customer Engagement instance, and it will be stored in the $Cred variable.

    $Cred = Get-Credential  
    
  2. Use the following command to retrieve your organizations, and store the information in the $CRMOrgs variable:

    • If you’re connecting to the Dynamics 365 for Customer Engagement (on-premises) server:

      $CRMOrgs = Get-CrmOrganizations –ServerUrl http://<CRM_Server_Host> –Credential $Cred  
      
    • If you’re connecting to the Customer Engagement server using the claims-based authentication against the specified Home realm:

      $CRMOrgs = Get-CrmOrganizations –ServerUrl http://<CRM_Server_Host> –Credential $Cred –HomRealmURL http://<Identity_Provider_Address>  
      
  3. Your supplied credentials are validated when you run the command in step 2. On successful execution of the command, type the following command, and press ENTER to display the organizations that you have access to:

    $CRMOrgs  
    

    Dynamics 365 for Customer Engagement apps organization information

    Tip

    You can use the variable that was used to store the retrieved Customer Engagement organizations (in this case $CRMOrgs) with the Get-CrmConnection cmdlet to connect to Customer Engagement. To specify the org name, use the following command: $CRMOrgs.UniqueName.

    If there is more than one organization value stored in the $CRMOrgs variable, you can refer to the nth organization using the following command: $CRMOrgs[n-1]. For example, to refer to the unique name of the second organization in the $CRMOrgs variable, use the following command: $CRMOrgs[1].UniqueName.

Use the cmdlet to connect to Dynamics 365 for Customer Engagement apps (on-premises)

Use the Get-CrmConnection cmdlet to connect to a Customer Engagement (on-premises )instance. The cmdlet lets you either use the XRM tooling common login control to specify your credentials and connect to Customer Engagement or lets you specify your credentials as inline parameters. More information: Use the XRM Tooling common login control

Important

Before using the Get-CrmConnection cmdlet, ensure that you use the following command to enforce usage of TLS 1.2 by PowerShell to connect to your Customer Engagement instance:
[System.Net.ServicePointManager]::SecurityProtocol = [System.Net.SecurityProtocolType]::Tls12
More information about TLS 1.2 requirement for Customer Engagement connection: Blog Post: Updates coming to Dynamics 365 for Customer Engagement apps connection security

Connect to Dynamics 365 for Customer Engagement apps by using the common login control

  1. If you want to use the common login control to provide your credentials to connect to Customer Engagement, use the following command. The connection information is stored in the $CRMConn variable so that you can use it later.

    $CRMConn = Get-CrmConnection -InteractiveMode  
    
  2. The LoginControl dialog box appears. Provide your credentials to connect to your Customer Engagement instance, and click Login.

Connect to Dynamics 365 for Customer Engagement apps by specifying credentials inline

  1. To connect to Dynamics 365 for Customer Engagement apps, use the following commands. Note that these commands use the $Cred variable created earlier to store the credential while retrieving the organizations. The connection information is stored in the $CRMConn variable:

    • If you’re connecting to the Dynamics 365 for Customer Engagement (on-premises) server:

      $CRMConn = Get-CrmConnection –ServerUrl http://<CRM_Server_Host> -Credential $Cred -OrganizationName <OrgName>  
      
    • If you’re connecting to the Customer Engagement server using the claims-based authentication against the specified Home realm:

      $CRMConn = Get-CrmConnection –ServerUrl http://<CRM_Server_Host> -Credential $Cred -OrganizationName <OrgName> –HomRealmURL http://<Identity_Provider_Address>  
      

    Note

    For the OrganizationName parameter in all the preceding commands, you can either specify the organization unique name or friendly name. You can also use the organization unique name or friendly name that you retrieved using the Get-CrmOrganizations cmdlet and stored in the $CRMOrgs variable. For example, you can use $CRMOrgs[x].UniqueName or $CRMOrgs[x].FriendlyName.

  2. Your supplied credentials are validated when you run the command in step 1. On successful execution of the cmdlet, type the following command, and press ENTER to display the connection information and status:

    $CRMConn  
    

    Dynamics 365 for Customer Engagement connection information and status

See also

Use XRM Tooling API to connect to Dynamics 365 for Customer Engagement apps
Build Windows client applications using the XRM tools
Blog: PowerShell module for performing data operations and manipulating user and system settings in Customer Engagement