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Microsoft Dynamics 365 | Integration, Dataverse...
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Dynamics (Dataverse) API call

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Ho I managed to setup and Dynamics authorization and API calls with web api. Works fine. However I want to allow non authorized users to leave a message in contact form and then send it to Dynamics Sales, in other words to create a lead/contact.
 
Is it possible to send a data to Dynamics Sales (Dataverse) from anonymous account?
 
Thank you
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    whitebeard Profile Picture
    97 on at

    Hey @SU-23121812-0,

    Yes, it is possible, but you cannot call the API directly from the client side without exposing your credentials. You need a "middleware" service to sit between the anonymous user and Dataverse.

    A great Low Code Solution for this is to use Power Automate with an HTTP Trigger. This effectively sets up a secure listener for your web form without needing custom code.

    How it works: 

    • Create a Cloud Flow with the trigger: When an HTTP request is received (Request Connector).
    • Define the JSON Schema in the trigger to match your contact form fields (e.g., { "firstName": "", "email": "" }).
    • Add a Dataverse action: Add a new row (Connect using a Service Principal or a specific System User).
    • Save the Flow. It will generate a unique HTTP POST URL.
    • Frontend: Point your website's contact form to POST the JSON data to this generated URL.

    Pros:

    • Very fast to set up.

    • No hosting infrastructure (like Azure Functions) to manage.

    Cons:

    • The generated URL acts as a "secret key"—if it leaks, anyone can send data to it. You should implement logic inside the Flow to validate inputs or add a CAPTCHA verification step on your frontend before sending the request.

     

    Hope this helps!

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