Project Information

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Posted on by Kevin Attieh

I want to have all the information about a project (who's working on the project and what are the assigned hours), this is obviously not possible with the world template provided by psa(there's surprisingly not a field for the resources working on the project) so i'm trying to use a web api to get all the information in JSON or XML format. Can anyone help me from where can i get the token information or tell me step by step what to do? the microsoft documentation is not helping at all

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Community Member Microsoft Employee on at

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RE: Project Information

Ok, so check out these articles to get you started.

A basic HTML Web Resource: msdn.microsoft.com/.../gg327945.aspx

A tool to help build the code for WebAPI calls: github.com/.../CRMRESTBuilder

Good luck!
Kevin Attieh on at

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RE: Project Information

yes thank you
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Community Member Microsoft Employee on at

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RE: Project Information

The easiest way, from a security standpoint, is to build up an HTML web resource directly in Dynamics that makes the WebAPI calls to query the data. Then you can format and display the data as it gets returned into a HTML table or something.

Is that what you are thinking?
Kevin Attieh on at

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RE: Project Information

I was trying to do it with postman but if there is an easier way i will do it
Community Member Microsoft Employee on at

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RE: Project Information

Are you trying to do this inside crm in a webresource, or using an outside app?