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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Making webapi calls fr...
Microsoft Dynamics CRM (Archived)

Making webapi calls from ADXStudio to get data from a Dyanmics 365 instance.

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Posted on by Mani M

Hi,

I have an Adxstudio online Portal which is connecting to a Dynamics 365 instance.

I have a Form configured for the case entity in CRM which is being used in the Portal.

I have a requirement where I need to get the values in some fields based on the value selected in the lookup.

The lookup field is linked to the contact entity and I want to get some of the attributes from the contact entity and show it on the Case form in the Portal.

In Case of the CRM webform, I can get the data by writing a Web API call.

Can I use Web API calls to get the data from a CRM Entity to use on an ADXStudio Portal form?

Any help or direction will be appreciated.

*This post is locked for comments

  • Suggested answer
    Summer Garg Profile Picture
    Summer Garg 585 on at
    RE: Making webapi calls from ADXStudio to get data from a Dyanmics 365 instance.

    Hi Mani,

    To retrieve the data from CRM in portal, you have to use Odata Query of portal. Check below article on this.

    crmhub.blogspot.com/.../retrieve-data-using-odata-query-in-d365-Portal-ADX-Studio-Portal.html

  • Suggested answer
    Community Member Profile Picture
    Community Member on at
    RE: Making webapi calls from ADXStudio to get data from a Dyanmics 365 instance.

    Please check this link, in this I have queried the contact entity from ADX Portal. www.c-sharpcorner.com/.../how-to-query-the-entities-in-dynamics-crm-from-adx-portal-using-jquery

  • Suggested answer
    Lakshmisha Shetty Profile Picture
    Lakshmisha Shetty on at
    RE: Making webapi calls from ADXStudio to get data from a Dyanmics 365 instance.

    Hi Mani,

    You can even use the Liquid Template to access your contact entity data.

    Thanks

    Laksh

  • Arpit Shrivastava Profile Picture
    Arpit Shrivastava 7,518 User Group Leader on at
    RE: Making webapi calls from ADXStudio to get data from a Dyanmics 365 instance.

    Hi Mani,

    If you wants to fetch contact data on case form based on selected contact on contact lookup. You can go with Odata Feeds.

    For detail info about how to use odata. You can go through below link :

    arpitmscrmhunt.blogspot.in/.../adxstudio-portal-how-to-use-odata.html

    Thanks

    Arpit

  • Fubar Profile Picture
    Fubar 2,752 on at
    RE: Making webapi calls from ADXStudio to get data from a Dyanmics 365 instance.

    Create a web template that will retrieve the info you require

    Create a web page based on that template

    Add JavaScript to your case page to make an Ajax to call the web page that you have created, and process the response

    (note: your portal user will need appropriate entity permissions [for security reasons])

    This link relates to something else but the general concept is the same http://colinvermander.com/2017/01/29/dynamics-365-portals-extend-search-results-with-handlebars-helpers/

  • Suggested answer
    JohnAnonymous Profile Picture
    JohnAnonymous 5,241 on at
    RE: Making webapi calls from ADXStudio to get data from a Dyanmics 365 instance.

    No, you can't call the WebApi from the Dynamics365 portal. The WebApi can only be used by CRM users, otherwise you would have security issues if it's open.

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