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Customer experience | Sales, Customer Insights,...
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Custom Field That Pulls Data From an External API

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Hey all,

I am having difficulty finding documentation around this (or the API in general at all actually) but I want to create a custom field that pulls data from an external system, specifically a list of complex objects the User can choose from when adding or editing an Opportunity. I would like to do this all through the API, that means creating the field when we initially create the integration on our end and then updating it if need be. 

I have taken a look here and have not found much and the Technical Documentation I found (here) doesn't appear to even have comprehensive API documentation in so far as a list of endpoints or calls as far as I can tell it's just a haphazard list of things I could do. 

It's possible I am looking in the wrong places though as the documentation seems to be spread through different Microsoft Learn articles and also some specific Dynamics pages and there's not one single source of truth for documentation. 

Does anyone have any documentation or can point me to where I can find anything that describes how I could do this? 

Thank you!

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  • Guido Preite Profile Picture
    54,084 Moderator on at
    RE: Custom Field That Pulls Data From an External API

    if you want to have a field that fetch data from an external system, the suggested path will be to create a PCF control.

  • Suggested answer
    Kipetcoff Profile Picture
    1,037 on at
    RE: Custom Field That Pulls Data From an External API

    Hello,

    1. About API.

    Look at this section https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/perform-operations-web-api 

    But you will have to set up credentials for external update and as for me security issues are usually painfull https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/authenticate-web-api 

    2. Virtual entities best fit your description. Please check this article https://learn.microsoft.com/en-us/power-apps/maker/data-platform/create-edit-virtual-entities 

    3. If you have good programming skills, you can build your own PCF component https://learn.microsoft.com/en-us/power-apps/developer/component-framework/create-custom-controls-using-pcf

    4. With lowcode you can create custom entity and put lookup on the opportunity form. Then create in power automate http reciever for external updates of the custom entity table.

  • Community Member Profile Picture
    on at
    RE: Custom Field That Pulls Data From an External API

    Ah thank you so much for those links! I believe the PCF component is what I am looking for.

    Do you mind if I ask you more questions here? I'm a C# dev by trade but have been tasked with integrating Dynamics and have never opened it in my life so I am swimming upstream a bit here. :)

  • Suggested answer
    Kipetcoff Profile Picture
    1,037 on at
    RE: Custom Field That Pulls Data From an External API

    Hello,

    To develop PCF component you need to use typescript. I could recommend Butenko Blog https://butenko.pro/pcf-faq/ 

    May be you can find in the gallery equal functionallity component and rebuild it for your purpose https://pcf.gallery/address-api/ 

  • Suggested answer
    Abdul Wahab Profile Picture
    12,119 Moderator on at
    RE: Custom Field That Pulls Data From an External API

    Hi ahofer,

    Do one thing first. Start step by step. Follow the example: Quickstart: Execute an Organization service request (C#) (Microsoft Dataverse) - Power Apps | Microsoft Learn. Once you finish it we will discuss it further.

    If I answer your question then please mark it as verified.

    Let me know if I can provide you with more details.

    Thanks
    Regards,

    Abdul Wahab
    Power Platform & Customer Engagement Developer/Lead/Solution Architecture/Project Manager
    Direct/WhatsApp:+923323281237
    E-mail: abdulwahabubit@outlook.com
    Skype: abdul.wahabubit
    Linkedin: www.linkedin.com/.../

  • Community Member Profile Picture
    on at
    RE: Custom Field That Pulls Data From an External API

    Hey Abdul I was able to complete that and I also connected using just Postman to my test organization. Is there a specific function in the nuget package that allows me to make these custom fields?

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