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Customer experience | Sales, Customer Insights,...
Answered

Consume CRM Web API

Posted on by 524

Hi,

I need to provide the OOB CRM APIs to the third party vendor to consume this to create record in the crm system.

I am having a  bit confusion, how the authentication has been set for consuming this api.

We can create app registration in azure, so that we can get clientid.

When I try to consume api thru postman, we have to specify this clientid and as well as need to generate token. But in clientid itself, the necessary details encrypted right, why we need to generate token.

In case if try to consume this api from C# console application, how we can generate/validating token for this api.

Is any other way to consume the crm api without creating app registration in Azure..

  • Verified answer
    Amit Katariya007 Profile Picture
    Amit Katariya007 8,506 Super User 2024 Season 1 on at
    RE: Consume CRM Web API

    Hello Anandh,

    When we want to use web API's in CRM, Azure will be act as the middleware for authentication and authorization purpose. Once we have access code we will able to use CRM webservices.

    As we already know that if a normal user try to login they have to do 2 way verification. similarly for CRM application user when it is used with azure app, It needs to generate access token which will be act as the temporary access for the CRM(respective API's assigned to azure app), and the reason is that to protect CRM services from outside attacks/vulnerabilities. you can say it is just like a otp which will let your application user use CRM for certain amount of time. once that specific time limit is lapsed then permission will be revoked and will needed new access token.

    Thank you,

    Amit Katariya

  • Anandhcrm Profile Picture
    Anandhcrm 524 on at
    RE: Consume CRM Web API

    In case if try to consume this api from C# console application, how we can get the access token for this api.

  • Verified answer
    Guido Preite Profile Picture
    Guido Preite 54,081 Super User 2024 Season 1 on at
    RE: Consume CRM Web API

    If you use C# and the official SDK you just need the clientid/clientsecret, the authentication token process is done by the SDK.

    If you use the Web API with C# or another language (as you did with Postman) you need to get the token first.

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