Deactivate views in dynamics 365 using power-shell scripts

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

#$crmOrg = Get-CrmConnection –InteractiveMode

$password = ConvertTo-SecureString "***" -AsPlainText -Force

$credentials = New-Object System.Management.Automation.PSCredential("username@domain.com",$password)

$crmOrg = Get-CrmConnection -Credential $credentials -DeploymentRegion NorthAmerica -OnlineType Office365 -OrganizationName "dev-dev"  -MaxCrmConnectionTimeOutMinutes 5

Write-Host '------------------------------------------------------------'

Write-Host 'Information: Connection established successfully....'

Write-Information -MessageData "Connection established successfully...." -Tags success

$viewNames = @( "Accounts being Followed",

"Accounts I Follow",

"Won Project Service Opportunities"

);

$viewSb = [System.Text.StringBuilder]::new()

for($i = 0; $i -lt $viewNames.length; $i++)

{

 $viewSb = $viewSb.Append("<condition attribute='name' operator='eq' value='" + $viewNames[$i] +"'/>" )

}

$viewFetchXml = "<fetch>

     <entity name='savedquery'>

                       <attribute name='statecode' />

                        <attribute name='name' />

                        <attribute name='returnedtypecode' />

                        <attribute name='statuscode' />

                        <attribute name='isdefault' />

                        <filter type='or'>"+ $viewSb.ToString() +

      "</filter>       

       <order attribute='name' />

                    </entity>

                </fetch>";

      

$viewsToDeactivate = Get-CrmRecordsByFetch -Fetch $viewFetchXml -conn $crmOrg

$success = 0

$failure = 0

foreach($viewRecord in $viewsToDeactivate['CrmRecords'])

{

   Set-CrmRecordState -CrmRecord $viewRecord -StateCode 1 -StatusCode 2 -conn $crmOrg -ErrorAction SilentlyContinue -ErrorVariable viewError

   if($viewError){

   Write-Warning -Message "$($viewRecord.name) - Deactivation Failed"

   Write-Information -MessageData "$($viewRecord.name) ' - Deactivation Failed" -Tags success

   #Write-Error -Message $viewError[0].Exception.Message

   $failure++

   }

   else {

   Write-Information -MessageData "$($viewRecord.name) ' - Deactivated Successfully" -Tags failure

   Write-Host 'Information: '$viewRecord.name ' - Deactivated Successfully'

   $success++

   }

}

Write-Host '------------------------------------------------------------'

Write-Host 'Information: Total count of views to be Deactivated - ' $viewsToDeactivate.Count

Write-Information -MessageData "Total count of views to be Deactivated - &($viewsToDeactivate.Count)" -Tags success

Write-Host 'Information: Total count of views Deactivated Successfully- ' $success

Write-Information -MessageData "Total count of views Deactivated Successfully - $($success)" -Tags success

Write-Host 'Information: Total count of views failed to Deactivate - ' $failure

Write-Information -MessageData "Total count of views failed to Deactivate - $($failure)" -Tags failure

Write-Host '------------------------------------------------------------'

Autoumber attribute in Dynamics 365 using power-shell scripts

# This PS snippet is to create or update autonumber attribute.

# The User  Name, Password and the Organization Name are to be updated before executing this.

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

$password = ConvertTo-SecureString "***" -AsPlainText -Force

$credentials = New-Object System.Management.Automation.PSCredential("username@domain.com",$password)

$crmOrg = Get-CrmConnection -Credential $credentials -DeploymentRegion NorthAmerica -OnlineType Office365 -OrganizationName "dev-dev"  -MaxCrmConnectionTimeOutMinutes 5

function CreateUpdateAutonumberAttribute {

    param ( 

        [Parameter(Position=0, Mandatory=$true)][string]$AttributeName,

        [Parameter(Position=1, Mandatory=$true)][string]$AttributeDisplayname,

        [Parameter(Position=2, Mandatory=$true)][string]$EntitySchemaname,

        [Parameter(Position=3, Mandatory=$true)][string]$AutoNumberFormat,

[Parameter(Position=4, Mandatory=$true)][string]$Message

    )

 try{

  Write-Output "Processing autonumber attribute $AttributeName ..."

  $autonumattribute = New-Object Microsoft.Xrm.Sdk.Metadata.StringAttributeMetadata

  $autonumattribute.SchemaName = $AttributeName

  $autonumattribute.LogicalName = $AttributeName

  $autonumattribute.DisplayName = New-Object Microsoft.Xrm.Sdk.Label($attributedisplayname,1033)

  $autonumattribute.Format = [Microsoft.Xrm.Sdk.Metadata.StringFormat]::Text

  $autonumattribute.MaxLength = 100

  $autonumattribute.AutoNumberFormat = $AutoNumberFormat 

  if($message -eq 'create'){

  $request = New-Object Microsoft.Xrm.Sdk.Messages.CreateAttributeRequest

  }

  elseif($message  -eq 'update'){

  $request = New-Object Microsoft.Xrm.Sdk.Messages.UpdateAttributeRequest

  }

  

  $request.Attribute = $autonumattribute

  $request.EntityName = $EntitySchemaname

  $response = $crmOrg.Execute($request)   

  Write-Output "... autonumber attribute $AttributeName Processed."  

  return $response

 }

 catch { 

   Write-Warning -Message $_.Exception.Message

 }

}

CreateUpdateAutonumberAttribute -AttributeName 'accountnumber' -AttributeDisplayname 'Account Number' -EntitySchemaname 'account' -AutoNumberFormat '{DATETIMEUTC:yyyyMMddhhmmss}' -Message 'update'

Deactivate forms in Dynamics 365 using power-shell

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

#$crmOrg = Get-CrmConnection –InteractiveMode

$password = ConvertTo-SecureString "***" -AsPlainText -Force

$credentials = New-Object System.Management.Automation.PSCredential("username@domain.com",$password)

$crmOrg = Get-CrmConnection -Credential $credentials -DeploymentRegion NorthAmerica -OnlineType Office365 -OrganizationName "dev-dev" -MaxCrmConnectionTimeOutMinutes 5

Write-Host '------------------------------------------------------------'

Write-Host 'Information: Connection established successfully....'

Write-Information -MessageData "Connection established successfully...." -Tags success

$formNames = @( "Account for interactive experience","Contacts Form"

);

$formsSb = [System.Text.StringBuilder]::new()

for($i = 0; $i -lt $formNames.length; $i++)

{

$formsSb = $formsSb.Append("<condition attribute='name' operator='eq' value='" + $formNames[$i] +"'/>" )

}

$formFetchXml = "<fetch>

<entity name='systemform'>

<attribute name='name' />

<attribute name='isdefault' />

<attribute name='formactivationstate' /> 

<filter type='or'>"+ $formsSb.ToString() +

"</filter>

<order attribute='name' />

</entity>

</fetch>";

$formsToDeactivate = Get-CrmRecordsByFetch -Fetch $formFetchXml -conn $crmOrg

$success = 0

$failure = 0

foreach($formRecord in $formsToDeactivate['CrmRecords'])

{

Set-CrmRecord -EntityLogicalName systemform -Fields @{"formactivationstate"=New-CrmOptionSetValue(0) } -Id $formRecord.formid -conn $crmOrg -PrimaryKeyField formid -ErrorAction SilentlyContinue -ErrorVariable formError

if($formError){

Write-Warning -Message "$($formRecord.name) - Deactivation Failed"

Write-Information -MessageData "$($formRecord.name) ' - Deactivation Failed" -Tags failure

#Write-Error -Message $formError[0].Exception.Message

$failure++

}

else {

Write-Information -MessageData "$($formRecord.name) ' - Deactivated Successfully" -Tags success

Write-Host 'Information: '$formRecord.name ' - Deactivated Successfully'

$success++

}

}

Write-Host '------------------------------------------------------------'

Write-Host 'Information: Total count of forms to be Deactivated - ' $formsToDeactivate.Count

Write-Information -MessageData "Total count of forms to be Deactivated - &($viewsToDeactivate.Count)" -Tags success

Write-Host 'Information: Total count of forms Deactivated Successfully- ' $success

Write-Information -MessageData "Total count of forms Deactivated Successfully - $($success)" -Tags success

Write-Host 'Information: Total count of forms failed to Deactivate - ' $failure

Write-Information -MessageData "Total count of forms failed to Deactivate - $($failure)" -Tags failure

Write-Host '------------------------------------------------------------'