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Customer experience | Sales, Customer Insights,...
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Create form with a customized UI that can interact with API calls?

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Posted on by 5

Desired Functionality:

The objective is to create a form within an Account that has a highly customized UI. The displayed data fields must be obtained from the response of a 3rd party GET API request i.e. they are not static form fields. Once the user has filled in values for the data fields, there is a button that when clicked triggers a POST API and the inputted data is sent to the 3rd party. It would be preferable that the API calls are not made on the client-side due to security concerns. 

Questions:

  • How would one achieve this functionality? 
  • Could the UI customizations be implemented by embedding a React App as a web resource within Dynamics?
    • Alternatively, Canvas Apps have also been identified as a potential UI customization tool.
  • How would one make secure API calls that can interact with the frontend?
    • Plugins have been identified as a potential tool to use here. 

Any help would be greatly appreciated!

I have the same question (0)
  • Nya Profile Picture
    29,064 on at

    Hi,

    Would you please explain what you would like to achieve in the Sales App?

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