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Initialize

crm init bootstraps a workspace — generate an env template, or run an interactive wizard that saves a reusable connection profile.

Generate an env template

crm init --template

Writes .env.example to the current directory (refuses to overwrite an existing one). Copy it to .env, pick one auth block, and fill in values:

  • On-prem (NTLM, default): CRM_URL, CRM_USERNAME, CRM_PASSWORD, CRM_DOMAIN, CRM_AUTH=ntlm.
  • Online / Dataverse cloud (OAuth): CRM_URL, CRM_AUTH=oauth, CRM_TENANT_ID, CRM_CLIENT_ID, CRM_CLIENT_SECRET.

CRM_* and D365_* names are interchangeable — see Configure.

Interactive wizard

crm init

Prompts for the server URL, auth scheme (ntlm | kerberos | negotiate | oauth, default ntlm), credentials, and a profile name, then saves a connection profile under ~/.crm/. Secrets (password / client secret) are not written to the profile — supply them via env vars at connect time.

The wizard is the quickest path to a working profile. For manual setup or the full env-var reference, see Configure.