Working with Dataverse Column Data Types using Web API

This guide covers how to create and update common Dataverse column data types using the Dataverse Web API with PowerShell. While standard types are relatively simple to handle, complex types like Lookup require specific formatting and payload structure to be processed correctly. The Basics I already covered the basic CRUD operations using the Web API so I strongly recommend reviewing this post first. Basically, you'll either be using the methods post for create and patch for update. Then, we will pass the payload containing all the columns we want to create or update. We also need to ensure…

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Query Dataverse FAST with FetchXML Builder

One of the must-have tools for every Power Platform developer is XRMToolBox. Within it is a tool called FetchXML Builder, which lets us connect to our Dataverse environment, browse and query data easily, and export the results in various formats. Don’t let the name 'FetchXML' fool you—it does much more than just fetch XML! We can also convert the query output to OData (Web API) format for use with our scripts. This post is part of my ongoing series on using the Dataverse Web API with PowerShell. Make sure you have read through my post on Obtaining an…

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Perform CRUD Operations using the Dataverse Web API

Being able to perform CRUD (Create/Read/Update/Delete) Operations in Dataverse is a fundamental task you'll likely be doing a lot when working with the Web API. I'll show you some common practical examples of how to perform this. This is a continuation in my series on using the Dataverse Web API and PowerShell scripting. If you haven't already, please read my post on Obtaining an Access Token, as you will need to know how to do this first. For my examples, I will be using the Dataverse Contacts Table because it is a standard table every Dataverse environment has…

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How to Obtain an Access Token for the Dataverse Web API Using PowerShell

The Dataverse Web API offers a range of practical applications that can really elevate your Power Platform skills. Imagine being able to perform full CRUD operations on your Dataverse tables using a script for automation, migration, testing and a lot more! I'll be using my PowerShell scripting experience to create the scripts, so having a basic understanding of PowerShell and Restful APIs will be helpful. We'll start by creating and configuring an App Registration in Entra (formerly Azure), then set up the necessary permissions in your Power Platform environment. Finally, we'll create a PowerShell script to request an…

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