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Dynamics365 - Rest API - Credential Access

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Posted on by TedWoods1848

Hello,

I am trying to build some APIs to populate or update contact records in our CRM. we generated credentials in our Azure AD environment. Were able to use the client/secret keys to generate our bearer token, but the API calls are getting a 401 error. I was hoping you had some insights into what permissions are required for that endpoint credential to access the CRM platform to run Get/Post/Patch calls. When we created the endpoint we had to give it roles/assignments but we weren't sure what exactly to give it. I think this is the root of the 401 error.

Example API is as follows:

customer.crm.dynamics.com/.../contacts

customer.api.crm.dynamics.com/.../candidates

customer.crm.dynamics.com/.../candidates

Hoping to get insights into what are the appropriate roles/responsibilities in AZURE AD to run these types of commands.

Thank you,

Ted Woods

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Guido Preite 54,084 Moderator on at

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RE: Dynamics365 - Rest API - Credential Access

then try if the request works inside Postman, if works inside Postman then contact the support of OneTrust (because the problem looks like not connected to Dynamics). If doesn't work inside Postman it means the Bearer token is not correct.

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TedWoods1848 5 on at

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RE: Dynamics365 - Rest API - Credential Access

1) Bearer token generates properly

2) there is prefix ahead of candidates, I was anonymizing our API call.

Thanks

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Guido Preite 54,084 Moderator on at

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RE: Dynamics365 - Rest API - Credential Access

you can use any software you want to call the API, but you have two problems:

1) the bearer token needs to be valid, and you can verify it with postman

2) the query to Dynamics needs to be valid, in your example that endpoint I am 99,99% sure that is not valid because "candidates" endpoint does not exists (maybe is prefix_candidates) and for that you can use Dataverse REST Builder to build the query.

hope it helps

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TedWoods1848 5 on at

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RE: Dynamics365 - Rest API - Credential Access

I am using OneTrust our Privacy Management Solution:

HTTP operation failed invoking https://***Customer***.api.crm.dynamics.com/api/data/v9.2/candidates with statusCode: 401

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Guido Preite 54,084 Moderator on at

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RE: Dynamics365 - Rest API - Credential Access

are you sure you did all the steps for the clientid-clientsecret? including the assignment of a security role? here you can find a tutorial

benediktbergmann.eu/.../

where are you getting the 401 error?

if inside postman try to generate the request using my tool Dataverse REST Builder and after export the collection to postman, when you export you can set the authentication to your clientid-clientsecret

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