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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
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
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.
- 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!
Hi JMaye2,
You need setup Postman to connect to Dynamics 365 CRM using OAuth 2.0 | Azure App Registration before creating records in postman:
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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