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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Send CRM data to exter...
Customer experience | Sales, Customer Insights,...
Suggested Answer

Send CRM data to external URL using plugin

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Posted on by Durgesh 1,290

Hello Everyone,

I have a scenario where I have to send a Dynamics CRM record data to an external URL.

I have to use plugin to send this data.

This plugin should trigger once the Status field is updated on the form.

The plugin should send one record at a time and as I've mentioned that the record should only be sent once the field is updated.

I was hoping to use FetchXml to retrieve the record in CRM.

If someone can help me with this or link me any article where I can get some help with this, it would be really appreciated.

Thank you,

Durgesh

I have the same question (0)
  • Durgesh Profile Picture
    Durgesh 1,290 on at

    Please ignore the part of FetchXml, I would like to trigger the plugin once the update of the field happens and then it sends the current record to the external URL.

  • Suggested answer
    Bipin D365 Profile Picture
    Bipin D365 28,985 Moderator on at

    Hi,

    You can use HTTPClient to send the data to external URL.

    Please see below sample plugin code by microsoft.

    docs.microsoft.com/.../web-access-plugin

    Please mark my answer verified if i were helpful

  • Suggested answer
    vikash sharma Profile Picture
    vikash sharma 556 on at

    Dear 

    You can use Fetch XML to retrieve record also you can fire Plugin on update message also you can filter attribute based on that,

    after retrieving information you can use HTTPClient to send the data to an external URL

    Please mark my answer verified if i were helpful

  • Prakash Kalimuthu Profile Picture
    Prakash Kalimuthu on at

    Hi Durgesh,

    Create plugin on update of the record and in filtering attributes select the respective field, so that plugin will trigger only on update of that field. To send your CRM data to external URL can be achieved using two ways,

    1. Using webhooks.

    docs.microsoft.com/.../use-webhooks

    2. using httprequest or rest client inside your plugin.

    Regards,

    Prakash

  • manohargpatil Profile Picture
    manohargpatil 10 on at

    Hi Durgesh,

    Firstly there should be an API present at client side where you want to send the data. After you can easily send the data via HttpClient or WebHook or other process.

    It will definately help you.

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