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Hi,
I am not an expert in MS Dynamics so I might be asking the wrong question. I have a requirement that, I have a website that creates business cards and I want the customer to export their data (for eg: contact information of a user) from my site to MS Dynamics . Is there some sort of an api that I can use to
Dynamics has a WebAPI that you can call to do CRUD operations on record. You can call it from JS, C#, using plain web api calls or using an SDK, I would call this the not so straight forward solution.
The other solution is, you can create a Flow (Power Automate) that responds to an HTTP Request and the FLOW updates/creates record in Dynamics. You can call this Flow from within your website.
Hi Partner,
You could also try these ways.
1.Export your data from website to Excel, and then import them into D365.
https://docs.microsoft.com/en-us/power-platform/admin/import-data-all-record-types
For details, you should go to D365->Settings->Data Management->Templates for data import to download the template of contact.
Then export your website data to the template excel, and finally import the data to D365.
2.You could write an interface to transmit data between website and D365.
First you should get the data you need from website database, and then use D365 webapi to insert them into D365 by creating new records.
https://docs.microsoft.com/en-us/powerapps/developer/common-data-service/webapi/create-entity-web-api
Best Regards,
Leo
Would it be possible like we export data to google contacts where each user is authenticated to his own google account when they export data from another website.Suppose each customer wants to export data to his own personal Dynamics account, would it be possible ?
Hi partner,
If you mean you want each user could only be access to their own accounts, it is possible in D365.
After a user created/import an account into D365, there will be a field named Owner in account form and its value is the user himself. And then you could use Security Role to make that only the Owners could see their own accounts.
https://docs.microsoft.com/en-us/power-platform/admin/security-roles-privileges
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