Overview
A strong API structure offered by Dynamics 365 (D365) enables programmatic interaction between developers and administrators and its data entities. You can set up and run queries to these data entities with ease using Postman, a robust tool for API development and testing. This makes operations like querying, updating, and managing your D365 data easier. In order to ensure that you can efficiently utilize the API for your integration and development needs, this article will lead you through the setup postman to call d365 data entities.
How to Set Up Postman Step-by-Step for D365 Data Entities
Set up Postman:
Install Postman by downloading it from the official website.
Create a new workspace in Postman after opening it to arrange your API testing.
Acquire API Passwords:
Enter your D365 credentials and go to If you haven't already, go to the Azure Active Directory portal to register an application.
Go to "Azure Active Directory" "App registrations" in the Azure portal to register a new application. Make a client secret and write down the Application (Client) ID and Directory (Tenant) ID.
Your Postman requests will be authenticated using these credentials.
Activation Setup in Postman:
Click the "New" button in Postman and choose "Request" to start a new request.
Navigate to the “Authorization” tab in the request setup.
Select "OAuth 2.0" as the format. After selecting "Get New Access Token," fill out the following information:
Token Name: Any name you want.
Grant Category: Client References.
https://login.microsoftonline.com//oauth2/v2.0/token is the URL for the access token.
Application (Client) ID: This is the Client ID from Azure. Client Secret: The secret you made for the client.
Scope: /.default/.crm.dynamics.com
For your request, click "Request Token" and then "Use Token."
Set Up an API Request:
Configure the D365 data entities API endpoint. For example, the URL would be https://.crm.dynamics.com/api/data/v9.0/accounts to retrieve data from the accounts object.
Based on your action, choose the proper HTTP method (GET, POST, PUT, or DELETE):
GET: To obtain information. For instance, GET /accounts
POST: To generate fresh data. POST /accounts with a JSON payload in the body is an example.
PUT/PATCH: To bring current records up to date. PATCH /accounts() with the modified data in the body, for instance.
DELETE: To delete information. DELETE /accounts(), for instance
Include Query Parameters and Headers:
Add the subsequent headers to the "Headers" tab:
Permission: as bearer
Application/json is the content type for POST and PUT/PATCH queries
Use the query parameters in the request URL to filter or sort the results. To filter accounts by name, for instance, go to this link: https://.crm.dynamics.com/api/data/v9.0/accounts?$filter=name eq 'Contoso'. Requests can be executed and reviewed.
In order to submit your API request, click "Send."
Postman will show the answer, together with any returned data and status codes. Make sure the response satisfies your expectations by reviewing it.
Deal with Errors and Issues:
Summary
A useful and effective technique to work with your D365 data programmatically is to set up Postman to call Dynamics 365 data entities. By setting up Postman You may easily execute a variety of API queries, from adding and removing records to retrieving and updating data, if you have the necessary login information and API endpoints. This configuration offers a simple and manageable interface for working with D365 data, which assists integration efforts in addition to facilitating thorough API testing. Gaining proficiency with this configuration will improve your capacity to create and manage integrations, automate workflows, and take full advantage of Dynamics 365's API features.
