Useful Powershell scripts

To Connect to CRM

1. Connect to CRM from Powershell Script using Command-line parameters(Ideal for using Script for automation purposes.)

# This PS snippet retreieves the Active Duplicate DEtection Rules frmo the crmDevOrg and activates them in crmTestOrg.
# The User  Name, Password and the Organization Name are to be updated before executing this.

## pass arguments OrganizationURL, UserName, Password
    [CmdletBinding()]
    param(
        [Parameter(Position=0, Mandatory=$true)] [string]$SourceOrganizationName,
        [Parameter(Position=1, Mandatory=$true)] [string]$SourceUserName,
        [Parameter(Position=2, Mandatory=$true)] [string]$SourcePassword,


Install-Module -Name Microsoft.Xrm.Data.Powershell -RequiredVersion 2.8.7 -Scope CurrentUser
$password = ConvertTo-SecureString $SourcePassword -AsPlainText -Force
$credentials = New-Object System.Management.Automation.PSCredential($SourceUserName,$password)
$crmDevOrg = Get-CrmConnection -Credential $credentials -DeploymentRegion NorthAmerica -OnlineType Office365 -OrganizationName $SourceOrganizationName  -MaxCrmConnectionTimeOutMinutes 5
 

2. Using interactive mode

Install-Module -Name Microsoft.Xrm.Data.Powershell -RequiredVersion 2.8.7 -Scope CurrentUser

$crmDevOrg = Get-CrmConnection –InteractiveMode 

3.Activate Duplicate detection rules with Powershell shell Script depending on the activatesd Rules in another Orgs - say - check form Source Org and ACtivate in the Destination Org

 This PS snippet retreieves the Active Duplicate DEtection Rules frmo the crmDevOrg and activates them in crmTestOrg.
# The User  Name, Password and the Organization Name are to be updated before executing this.

## pass arguments OrganizationURL, UserName, Password
    [CmdletBinding()]
    param(
        [Parameter(Position=0, Mandatory=$true)] [string]$DevOrganizationName,
        [Parameter(Position=1, Mandatory=$true)] [string]$DevUserName,
        [Parameter(Position=2, Mandatory=$true)] [string]$DevPassword,
 [Parameter(Position=3, Mandatory=$true)] [string]$TestOrganizationName,
        [Parameter(Position=4, Mandatory=$true)] [string]$TestUserName,
        [Parameter(Position=5, Mandatory=$true)] [string]$TestPassword
    )

Install-Module -Name Microsoft.Xrm.Data.Powershell -RequiredVersion 2.8.7 -Scope CurrentUser
$password = ConvertTo-SecureString $DevPassword -AsPlainText -Force
$credentials = New-Object System.Management.Automation.PSCredential($DevUserName,$password)
$crmDevOrg = Get-CrmConnection -Credential $credentials -DeploymentRegion NorthAmerica -OnlineType Office365 -OrganizationName $DevOrganizationName  -MaxCrmConnectionTimeOutMinutes 5
 
$duplicaterules = Get-CrmRecords -conn $crmDevOrg 'duplicaterule' -FilterAttribute statecode -FilterOperator eq -FilterValue Active
$duplicateruleIds = $duplicaterules['CrmRecords'] | select -ExpandProperty duplicateruleid

$password = ConvertTo-SecureString $TestPassword -AsPlainText -Force
$credentials = New-Object System.Management.Automation.PSCredential($TestUserName,$password)
$crmTestOrg = Get-CrmConnection -Credential $credentials -DeploymentRegion NorthAmerica -OnlineType Office365 -OrganizationName $TestOrganizationName  -MaxCrmConnectionTimeOutMinutes 5
 
foreach($ruleId in $duplicateruleIds)
        {
            write-host "publishing rule id: " $ruleId
            $ddRule_toPublish = New-Object Microsoft.Crm.Sdk.Messages.PublishDuplicateRuleRequest            
            $ddRule_toPublish.DuplicateRuleId= $ruleId
            $crmTestOrg.ExecuteCrmOrganizationRequest($ddRule_toPublish,$trace)  
            Write-Host "Rule Published"       
        }

Set the Lookup Field value in Power automate, while using Common Data Service Connector (CDS)

When we try to set a Lookup field from the Flow, using a Guid field available in the flow, we get a Resource not found Segment for the segment error.
This is because, when the Unique If field is added directly for a Lookup, the Entity Schema name is not detected by the flow service.  Here's a Work around for it.
If the lookup target entity name is abc_list, then, first type in -  abc_lists/   and then choose the Guid field from the Dynamics entry window.