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Create a Case without authenticating?

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Posted on by JMaye2

Smart people- I'm hoping you can help.

We are attempting to create a case, submit a case via a REST API without authenticating as a user. Is this possible?

We are attempting to user POSTMAN to do this and am having some roadblocks.

This is the purpose of (+) Use Postman to create cases in Dyn365 - Dynamics 365 Customer Service Forum Community Forum

Thanks

JMaye2

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Hi JMaye2,

You need setup Postman to connect to Dynamics 365 CRM using OAuth 2.0 | Azure App Registration before creating records in postman:

Setup Postman to connect to Dynamics 365 CRM using OAuth 2.0 | Azure App Registration | D365 Demystified

Set up a Postman environment (Microsoft Dataverse for Apps) - Power Apps | Microsoft Docs

Then you can try to create records through Web API in Postman:

Use Postman Tool To Create And Update Records In Dynamics CRM (c-sharpcorner.com)

Use postman to Create record in Dynamics with the Web API - Nebulaa IT Solutions

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JMaye2 57 on at

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- Thank you for the complete list of steps. We have performed links 1 and 2 above. We were struggling on the step 3 and 4 with specifically, the json or raw code and syntax to create records, accounts, cases, etc.

You have provided some great information for us to work with. I want to mark as Answer, but I don't know if it's going to work for us. I'll come back if we decide to implement.

Thank you!

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JMaye2 57 on at

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Upon reading your links, I see that you are creating a Contact and Creating a Record.

Is there any guidance on Creating a Case?

Is a Contact or an Account required to do that?

If so, then what are the steps in Postman to Create a Case?

Thanks again.

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Hi JMaye2,

In case entity, 'Case Title' and 'Customer' fields are both required, so you need associate new cases with one existing Contact or Account when they are created.

you can use below:

POST {{webapiurl}}incidents

{

"tile":"Sample Case",

"customerid_contact@odata.bind":"/contacts(<Record GUID>)

}

If you want to associate it with an account, you can use: "customerid_account@odata.bind":"/accounts(<Record GUID>)

You can refer the following link for more details about creating a row through web api:

Create a table row using the Web API (Microsoft Dataverse) - Power Apps | Microsoft Docs

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