amsoftwarenl / crmpowershell Goto Github PK

Improvement based on #32

When failing to connect to environment, this is not handled correctly in Connect-CrmOrganization. It tries to get the OrganizationDetails instead of throwing an exception for not connecting.

Steps to reproduce

Connect-CrmOrganization -ConnectionString '[incorrect connectionstring]'
Connect-CrmOrganization -Connection [Connection in incorrect state]

Expected behavior

Clear error the connection is not setup correctly and why

Actual behavior

Connect-CrmOrganization : Method not found: 'Microsoft.Xrm.Sdk.Discovery.OrganizationDetail Microsoft.Xrm.Tooling.Connector.CrmServiceClient.get_OrganizationDetail()'.

Environment data

Online
v2.0.0.0

Steps to reproduce

To invoke the FullfilSalesOrderRequest, an OrderClose entity must be added as parameter. This is an in-memory representation.

$e = New-Object -TypeName 'Microsoft.Xrm.Sdk.Entity' -ArgumentList 'orderclose'
$e.subject = 'test'
$e.Attributes.Add('subject', 'test')

Expected behavior

Attribute and value are added to the Attributes-collection.

Actual behavior

Exception is thrown:

Exception setting "subject": "The property 'subject' cannot be found on this object. Verify that the property exists and can be set."
At line:1 char:1
+ $e.subject = 'test'
+ ~~~~~~~~~~~~~~~~~~~
    + CategoryInfo          : NotSpecified: (:) [], SetValueInvocationException
    + FullyQualifiedErrorId : ExceptionWhenSetting 

Environment data

Dynamics 365 CRM v8.2.2.2464;
AMSoftware.Crm Module v1.4.0.0

With Register-CrmPluginStep it is mandatory to provide an option for Deployment (Server, Offline, Both).
Should provide a default value (probably Both) and not be mandatory.

Version: v2.1.1.0

When connecting to a Dynamics 365 crm Online (Office 365) on Version 9.0.0.3172 I get:
"metadata contains a reference that cannot be resolved"

Steps to reproduce

Connect-CrmOrganization $OrgUniqueName

Expected behavior

successfull connection to org

Actual behavior

Error: "metadata contains a reference that cannot be resolved"
Environment data

Dynamics 365 crm Online (Office 365) on Version 9.0.0.3172

v1.3.0.0

Steps to reproduce

Get-CrmEntity |? { $_.DisplayName.ToString() -eq 'Organisatie' }

Expected behavior

Expected list of entities where DisplayName (in current language) is 'Organisatie'.

Actual behavior

Get the following error:
Exception calling "ToString" with "0" argument(s): "Method invocation failed because [AMSoftware.Crm.PowerShell.Common.
Converters.LabelConverter] does not contain a method named 'ConvertToString'."
At line:1 char:20

• Get-CrmEntity |? { $_.DisplayName.ToString() -eq 'Organisatie' }

•                ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
  

  • CategoryInfo : NotSpecified: (:) [], MethodInvocationException
  • FullyQualifiedErrorId : ScriptMethodRuntimeException

Environment data

Version: v1.3.0.0
Connected to Dynamics 365 CRM Online

https://docs.microsoft.com/en-us/dotnet/api/microsoft.xrm.sdk.messages.upsertrequest

Steps to reproduce

Set-CrmXxxAttribute ...

Expected behavior

Attribute is correctly updated

Actual behavior

Merge of original attribute and modification is unpredictable

Environment data

v1.3.0.0

Steps to reproduce

Update entity attribute (Boolean or picklist) metadata values. Throws exception.

Environment data

v1.3.0.0

Create and edit multi-table lookup columns as available in 2021 Wave 1 Release.

https://docs.microsoft.com/en-us/power-platform-release-plan/2021wave1/data-platform/multi-table-lookups

https://docs.microsoft.com/en-us/powerapps/developer/data-platform/webapi/multitable-lookup

Dataverse allows for impersonation of the requests.
https://docs.microsoft.com/en-us/powerapps/developer/data-platform/impersonate-another-user

Add the option to impersonate another user. Both for the OrganizationService (CallerId) as for direct WebAPI calls (using Invoke-CrmWebApiRequest). In The last case the CallerObjectId header must be added.

Steps to reproduce
Using Connect-CrmOrganzation with parameter -Connectionstring throws error

Connect-CrmOrganization : Method not found: 'Microsoft.Xrm.Sdk.Discovery.OrganizationDetail Microsoft.Xrm.Tooling.Connector.CrmServiceClient.get_OrganizationDetail()'.

I tried it also with parameter -Connection but the same behaviour.
I checked also the dependency Microsoft.Xrm.Tooling.CrmConnector.PowerShell and using it in version 3.3.0.928.
I´m not sure if there is another dependency which I can check before.

Expected behavior
Connect-CrmOrganization call is successful

Actual behavior
Connect-CrmOrganization call throws error

Environment data

v2.0.0.0

The PowerShell Library does support retrieving roles and assign Roles to Users or Teams (or Teams or User to Roles).
There are no cmdlets to

• Manage (List, Create, Update, Delete) Roles and Privileges
• Check privileges and roles for users or teams
• Check privileges per entity (included in which Security Role, etc.)

Steps to reproduce

Set-CrmOptionSetAttribute ....

Expected behavior

Updates the Picklist or Boolean attribute

Actual behavior

Parameters and results are unpredictable.

Environment data

v1.3.0.0

An FetchXML with an aggregation returns the records of the entity without aggregation.

Steps to reproduce

<fetch aggregate="true">
  <entity name="contact">
    <attribute name="fullname" alias="count_fullname" aggregate="count" />
  </entity>
</fetch>

Get-CrmContent -Fetch $xml

Expected behavior

Single record with 'count_fullname' attribute containing count

Actual behavior

list of contact without aggregation.

Environment data

v1.4.0.1

Steps to reproduce

Set-CrmBooleanAttribute -Entity ... -Attribute ... -TrueValue ... -FalseValue ...

Expected behavior

Metadata for True and False values are updated.

Actual behavior

True and False value metadata doesn't get updated. No exception, just nothing.

Environment data

v1.3.0.0

Metadata information is available in Dynamics. It would make commands easier if auto-completion on metadata items is available. Especially because names (of entities, attributes, etc) are case-sensitive.

For example: Get-CrmContent -Entity account

'account' could be autocompleted based on known metadata.

Power Platform introduced Environment Variables in Solutions.
https://docs.microsoft.com/en-us/powerapps/maker/data-platform/EnvironmentVariables

Environment Variables have a default value in the solution, and a set value for environments.
Support Environment Variables with the following:

• List including default value and environment value
• Create/Set, including setting the default values as well as the environment value.
• Clear environment value
  Could be additional option in export solution as the environment values should be empty on export.
• Remove environment variable

Steps to reproduce

Execute the following script:
$contacts = Get-CrmContent -FetchXml '<fetch aggregate="true"><entity name="contact"/></fetch>'
Expected behavior

$contacts contains all requested contacts.

Actual behavior

The following exception is thrown:
Get-CrmContent : The Top.Count = 5000 can't be specified with pagingInfo
At line:3 char:13

• $contacts = Get-CrmContent -FetchXml $fetchxml

•         ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
  

  • CategoryInfo : CloseError: (:) [Get-CrmContent], FaultException`1
  • FullyQualifiedErrorId : AMSoftware.Crm.PowerShell.Commands.Content.GetContentCommand

Environment data

version: 1.4.0.1

The WebAPI endpoint provides functionality through REST/OData not available through the SDK.
In addition it is a great way to test REST/OData commands to use in script or .NET applications

Command to invoke the request should support querystring and body.

Return body as string as it can be converted from JSON using powershell (Convert-FromJson). No use spending effort on this.

Some improvements are added to Teams which aren't supported in de powershell library:

• (Access) Teams based in Azure AD Security Groups or Office Groups
• Support for Team Templates

Power Platform introduced Connection References in Solutions.
https://docs.microsoft.com/en-us/powerapps/maker/data-platform/create-connection-reference

Support Connection References with the following:

• List/Get
• Remove

Optional create and set if possible.

Steps to reproduce

When crmpowershell-module is installed other scripts that use "set-content" expect to use the built-in cmdlet of PowerShell while they actually use the "set-content" of crmpowershell which has a different functionality. Example is:

Visual Studio Code Powershell Language Services has a Start-EditorServices.ps1 which uses "set-content" and fails at start: PowerShell/vscode-powershell#1331

Expected behavior

since there is a "set-crmcontent"-cmdlet which does the same, "set-content" could be removed?!

Actual behavior

Environment data

v1.3.1.2

Steps to reproduce
After updating to new version some calls returned strange results. This behaviour stops after reverting the update and using 2.0.0.0 again.

Expected behavior
For example the call of Get-CrmBusinessUnit with parameter -Name returned the ID of a team with complete other name instead of the given BusinessUnit. Also Set-CrmUserTeams sets the team to another team instead of the one giving with the parameter -Teams

Actual behavior
After reverting the update everything is running well

Environment data

v2.1.0.0

Steps to reproduce

Add-CrmBooleanAttribute -Entity 'pst_powershell1' -Name 'pst_boolean' -DisplayName 'Boolean' -DefaultValue $true -TrueValue $truevalue -FalseValue $falsevalue -Required Required -SchemaName 'pst_boolean' -PassThru

Expected behavior

Boolean attribute is created.

Actual behavior

throws NullReferenceException. Attribute is not created.

Environment data

v1.3.0.0

Steps to reproduce

Get-CrmEntity |? { $($_.DisplayName) -eq 'Organisatie' }
No result and no errors

Get-CrmEntity |? { $($_.DisplayName) -like 'Organisatie' }
Errors

Expected behavior

Result of entities with DisplayName (in current language) 'Organisatie'.

Actual behavior

No result for -eq operator.

Errors for -like operator
Cannot convert value to type System.String.
At line:1 char:22

• Get-CrmEntity |? { $($_.DisplayName) -like 'Organisatie' }

•                  ~~~~~~~~~~~~~~
  

  • CategoryInfo : InvalidArgument: (:) [], RuntimeException
  • FullyQualifiedErrorId : InvalidCastFromAnyTypeToString

Environment data

Version: 1.3.0.0
Connected to Dynamics 365 CRM Online

Hey,

have you ever ecountered Environments with mandatory OAuth2.0-Authentication? I just did... :-/

https://docs.microsoft.com/en-us/powerapps/developer/data-platform/authenticate-dot-net-framework

Steps to reproduce

Connect-CrmDeployment -Credential $credential -Region $CRMRegion -Verbose

Expected behavior

Connection to CrmDEployment ;)

Actual behavior

Connect-CrmOrganization : An error occurred when processing the security tokens in the message:You are using Ws-Tust authentication which has been deprecated and no longer 
supported in your environment. Please use oAuth2.0 authentication.
In C:\myscript.ps1:22 Zeichen:1
+ Connect-CrmOrganization $OrgUniqueName
+ ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
    + CategoryInfo          : CloseError: (:) [Connect-CrmOrganization], FaultException
    + FullyQualifiedErrorId : AMSoftware.Crm.PowerShell.Commands.Discovery.ConnectOrganizationCommand

Environment data

Steps to reproduce

Connect-CrmOrganization crm
Where 'crm' is not existing organization.

Expected behavior

Error in the form 'organization not found'

Actual behavior

Connect-CrmOrganization : Operation is not valid due to the current state of the object.
At line:1 char:1
+ Connect-CrmOrganization crm
+ ~~~~~~~~~~~~~~~~~~~~~~~~~~~
    + CategoryInfo          : InvalidData: (AMSoftware.Crm....nizationCommand:ConnectOrganizationCommand) [Connect-Crm
   Organization], InvalidOperationException
    + FullyQualifiedErrorId : AMSoftware.Crm.PowerShell.Commands.Discovery.ConnectOrganizationCommand

Environment data

v1.3.0.0

Option to create/manage a virtual entity.
As this provides the option to select a custom datasource, we also need to possibility to register a custom datasource.

NOTE: Datasources have an additional attribute on fields to secure the value.

See https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/customize/create-edit-virtual-entities for details.

Service Endpoints include EventHub and WebHooks which are not available in Register-CrmServiceEndpoint

Steps to reproduce

Created new attribute without providing an explicit SchemaName.

Expected behavior

Attribute is created with SchemaName being equal to Name.

Actual behavior

Throws exception claiming SchemaName must be provided but isn't.

Environment data

v1.3.0.0

Steps to reproduce

Add-CrmOptionSetAttribute -Entity 'pst_test1' -Name 'pst_picklistlocal' -DisplayName 'Picklist Local' -DefaultValue 1 -Values $picklistvalues -Required Recommended -SchemaName 'pst_picklistlocal' -PassThru

Expected behavior

Attribute is created.

Actual behavior

Exception is thrown. 'IsGlobal not specified'. Attribute is not created.

Environment data

v1.3.0.0

Hi,

I'm getting this kind of error "Input field type 'Boolean' does not match expected type 'String[]' for field 'IncludedComponentSettingsValues'" when trying to add a component to the solution. The way I do this is I use Get-CrmWebresource and Get-CrmSolution cmdlets to get the GUIDs of the solution and web resource. After that, I use these GUIDs to add the component to the solution.

Thanks,
Regards Arsen.

Steps to reproduce

Add-CrmOptionSetAttribute -Entity 'pst_test1' -Name 'pst_picklistglobal' -DisplayName 'Picklist Global' -OptionSet 'pst_picklistglobal' -Required Recommended -SchemaName 'pst_picklistglobal' -PassThru

Expected behavior

Picklist attribute is created

Actual behavior

Throws NullReferenceException. Attribute isn't created

Environment data

v1.3.0.0

Current authentication is limited because of the manual implementation. Works great for simple scenario's but has limitations when connection to online (MFA, OAuth, etc.) or on-premises (ADFS, WAP, etc).
Using the Xrm.Tooling will support all possible login methods and Microsoft will keep this up-to-date.

https://docs.microsoft.com/en-us/powerapps/developer/data-platform/xrm-tooling/build-windows-client-applications-xrm-tools
https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/developer/build-windows-client-applications-xrm-tools

This adds another dependency, but adds alot.

It isn't possible to clear all Roles, Teams or Users from a Role, Team or User.
Using -Overwrite clears all and assigns new, but an empty array can't be provided to just clear all.

Also extra effort is needed to just remove a single or few Roles, Teams, or Users.

Using:

Set-CrmPrincipalRoles [-Principal] <guid> [-PrincipalType] {User | Team} -Roles <guid[]> [-Overwrite] [-PassThru]
Set-CrmRolePrincipals [-Role] <guid> [-PrincipalType] {User | Team} -Principals <guid[]> [-Overwrite] [-PassThru]
Set-CrmTeamUsers [-Team] <guid> [-Users] <guid[]> [-Overwrite] [-PassThru]
Set-CrmUserTeams [-User] <guid> [-Teams] <guid[]> [-Overwrite] [-PassThru]

Dataverse supports batch operations. This is not part of the SDK/OrganizationService but works with the WebAPI.
https://docs.microsoft.com/en-us/powerapps/developer/data-platform/webapi/execute-batch-operations-using-web-api

Would require something like:

• New-CrmBatch to create the batch.
• Execute-CrmBatch to invoke

Special focus on ChangeSets in Batch and adding requests, and the response as it is a multipart/mixed.