Overview
An extensive collection of APIs and data entities provided by Dynamics 365 (D365) make it easier to integrate and communicate with external systems. use postman to call d365 data entities—a well-liked tool for API testing—to communicate with these data types is one efficient way to do it. This tutorial will show you how to call D365 data entities using Postman, giving you a useful method for managing, querying, and updating your data.
Configuring D365 Data Entities with Postman
Set up Postman:
Install Postman by downloading it from the official website.
Start Postman and create a new workspace so you may test the D365 API.
Obtain the Authentication and API Endpoint Information:
To find the base URL for your D365 environment, log in and go to the developer portal or API documentation. entities in data.
Typically, this URL looks like this:
https://.crm.dynamics.com/api/data/v9.0/..
Obtain authentication information if you are using Azure Active Directory for OAuth 2.0 authentication, such as client ID, client secret, and tenant ID.
Set Up Postman to Authenticate:
Create a new request in Postman and choose the right method (GET, POST, PUT, or DELETE) according to the action you want to take.
Navigate to the "Authorization" tab to configure authentication. Select "OAuth 2.0" as the type, then fill it in with your client secret, client ID, and other necessary information.
Making D365 Data Entity API Calls
Data Entities for Queries:
Choose the "GET" method and input the desired data entity's endpoint URL to retrieve the desired data. You might use https://.crm.dynamics.com/api/data/v9.0/accounts, for instance, to retrieve all accounts.
Include any query parameters. Or filters to focus your search. For example, you might add $filter=name eq 'Contoso' to find accounts with a specified name.
To send the request and see the JSON-formatted response, click "Send."
Establish or Modify Records:
Use the "POST" or "PATCH" methods, respectively, to add or alter records. Use https://.crm.dynamics.com/api/data/v9.0/accounts to create a new record.
Choose the “JSON” format under the “Body” tab after selecting “raw”. For the new record, enter the information in JSON format:
JSON
Copy the following code: {"telephone1": "123-456-7890", "name": "New Account"}
Use the "PATCH" method with the record ID in the URL https://.crm.dynamics.com/api/data/v9.0/accounts() to update an existing record.
Provide the new JSON-formatted data in the "Body" tab.
Eliminate Records:
Use the "DELETE" method with the record you want to delete. The URL is https://.crm.dynamics.com/api/data/v9.0/accounts(), where record ID is stored.
Click "Send" to make the deletion happen. Re-query the data to ensure that the record has been deleted.
Managing Reactions and Mistakes
Examine the Response Information:
The answer data is shown by Postman in the interface's lower part. Make sure the JSON result meets your expectations by reviewing it.
Verify the status code (such as 200 OK for successful queries or changes) to ensure that the operation was successful.
Diagnose and Fix Errors:
Examine the error message and status code that the API returned if you run into problems. Typical problems include inadequate permissions, incorrect request forms, and authentication failures.
For further information on error codes and their significance, see the D365 API documentation.
Summary
Calling Dynamics 365 data entities using Postman is an effective method for managing your data and interacting with your D365 environment. D365 record creation, updating, and deletion may be accomplished with ease by configuring Postman with the appropriate authentication and endpoint configurations. This method helps with debugging and integration verification in addition to making API testing simpler. Be it creating bespoke integrations or doing regular data management duties, becoming proficient with Postman for D365 data entities will improve your output and simplify your process.
