How to build App and call third party API when "post" action in the Sales Order in Dynamics 365 Sales or Sales Hub

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Posted on by Vijay Jupudi

Hello, I'm new to Dynamics 365 and I have a requirement to integrate a third-party system into Dynamics 365 Sales/Sales Hub.

We need to call third-party API when the "Post" action performed in the Sales Order screen by the user in Dynamics 365 Sales.

Anybody has worked on calling API from Dynamics 365 Sales and how to design new forms with couple of input field, please give some inputs on how to achieve this.

Appreciate any help!

Thanks!

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Sergi Valero 145 on at

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Hello Vijay!

There are multiple approaches to performing actions when saving a form. You could develop a web resource that is triggered when you need it. Here are three ways to do so:

1- Every form has multiple events that you can use to trigger a function, the most used ones are "OnSave" and "OnLoad" events. Here is more information about the topic.

2- You can also add function calls to an "OnChange" event from an attribute inside a form. Here is more information.

3- There is also the option to call your function when a button is pressed within the form ribbon. The way I have done this is through "Ribbon Workbench" tool from "XrmToolBox". Here is the link.

Once you decide which option fits your needs best, you can add the third API call inside the function the event will trigger.

Let me know if the information provided solves your issue, if not, feel free to answer so we can discuss further!

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Vijay Jupudi 44 on at

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Hi Sergi Valero,

First of all i would like to thank you for quick response on my concerns. I have gone through all approaches which are mentioned in above.

I am newbie in Dynamics platform. Actually we want to built an App in Dynamics Customer Engagement (CE) but it's an old version and now they called as "Sales or Sales Hub" in Dynamics 365 platform (read from one of article https://www.youtube.com/watch?v=BWl6y_Sa49Y - correct me if i am wrong).

So we decided to develop an app in Dynamics 365 Sales/Sales Hub. I have couple of questions to built an App:

Is Dynamics 365 Sales & Dynamics 365 Sales Hub are same or not ?

Do we need Power Apps subscription to make any changes or create new forms in Dynamics 365 as you suggested in 2nd approach ?

If Yes, Do clients are also required Power Apps subscription once to use our app ?

If No, How to build an App and Install into Client Environment (Cloud based) ?

Provide any reference links or tutorials

thanks in advance.

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Sergi Valero 145 on at

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Hey Vijay Jupudi!

First, Dynamics 365 Sales is the CRM program as a whole. On the other hand, Dynamics 365 Sales Hub is one of the applications inside the CRM.

Before addressing your questions, I would like to say that my answers are subjective based on my personal preferences. I would recommend using Power Apps since it makes creating, editing and deleting new entities, web resources and everything in a more modern way (better look and feel basically) but in any case is mandatory. You are able to edit and create new forms without having Power Apps.

In regard to your client, they would need Power Apps subscription if they wanted to change or make new changes to the environment. But they do not need it from the user perspective, even if you made the changes through Power Apps. (I don't know if I explained that very clearly)

Before making any changes to existing or new forms or entities, I would recommend creating a solution and then make the changes from inside. This will allow you to better organize the changes you make in modules, as well as importing/exporting solutions to and from different environments. It's a good way of working if you have different environments to work with. (From Development to Production. Or from one client to another one)

Here are a couple of guides on how to create a new solution:
- With Power Apps
- Without Power Apps

As for the Apps, there are multiple ways to add features to the environment:
- Web Resources: web resources let you change the behavior the client has through code. Here is a guide

- Plugins. Plugins also change the behavior of the program. Here is a guide.

- Apps. Apps are different, I have never created a new one, I just made changes to existing ones. Here is a guide on what apps are and how you can create them.

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Vijay Jupudi 44 on at

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thank you Sergi Valero of your detailed explanation

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AriaConsulting 2 on at

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Please keep in mind that if what you are developing is something you intend to sell, you must do so through Microsoft Appsource. Selling an addon for D365 outside of Appsource violates the MS TOU and MS would have every right to seek legal remediation. Whether they do so or not isn't really the issue. That they would be fully entitled to do so IS.

docs.microsoft.com/.../publish-app-appsource

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