Update a Contact record in Dynamics 365 (D365) using PowerShell

Allam Purushotham
Mar 21
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To update a contact record in Dynamics 365 (D365) using PowerShell, you can utilize the Update-CrmRecord cmdlet provided by Microsoft.Xrm.Data.PowerShell module. Below is an example script that demonstrates how to update a contact record with various types of attributes.

Step 1. For established the connection with D365 Run the below code and provide a valid user name, password, and Url.

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

Set-ExecutionPolicy -ExecutionPolicy RemoteSigned -Scope CurrentUser

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

$Username = "username.onmicrosoft.com"

$Password = "password"

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

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

$CRMConnection = Connect-CrmOnline -Credential $credentials -ServerUrl "https://allamurl.crm8.dynamics.com/" -ForceOAuth

Password and Url

Step 2. Check the connection $CRMConnection.

CRMConnection

Sample Code

# Account lookup
$accountId = New-CrmRecord account @{"name"= "A Anusha"}
$accountReference = New-CrmEntityReference -EntityLogicalName account -Id $accountId

# Create contact data
$contact = @{
    "firstname"       = "A"                    # Single Line Text
    "lastname"        = "Anusha"               # Single Line Text
    "parentcustomerid"= $accountReference      # Lookup
    "new_boolean"     = $false                 # Boolean
    "new_dateofbirth" = Get-Date -Year 2000 -Month 1 -Day 1  # Date Type
    "numberofchildren"= 2                      # Whole number
    "gendercode"      = New-CrmOptionSetValue -Value 2  # Option Set Field
    "annualincome"    = New-CrmMoney -Value 2000.01     # Currency
}

$contactRecord = Set-CrmRecord -conn $conn -EntityLogicalName contact -Id f19e973f-6fe3-ee11-904c-6045bdcf0e8a -Fields $contact
Write-Host "Contact Updated: $($contact.firstname) $($contact.lastname) $($contact.annualincome)"

Step 3. Select the Code and click on the Run Selection button.

Selection button