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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Feed data from externa...
Customer experience | Sales, Customer Insights,...
Answered

Feed data from external API to show in CRM Dynamics

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Posted on by JongPhu 5

Hi,

I have a project to use CRM Dynamics, but I don't need to all data in CRM, and I will just load some master data to there.

But I need to show data from my core systems in CRM as well by API and show in table format.

Is it possible to get data from external API and display it in CRM as table?

Another question, if CRM can display when user click each record that should redirect to another website by adding item ID to be parameter in API, is it possible?

Example:

I loaded master customer data into CRM to enable searching in Dynamics, when user click some customer that should show the order list by getting from external API, and then user click each order in the table that should open a new tab to show more detail in another webpage.

Thanks,

I have the same question (0)
  • Suggested answer
    Bipin D365 Profile Picture
    Bipin D365 28,983 Moderator on at

    Hi,

    You can create single line of text field of URL format to open the record details in your web page. You will need to store URL with dynamic parameter in this field.

    There are multiple ways to get external data to CRM dynamics

    1. Virtual table

    2. Data flow

    3. Power automate

    4. Azure function

  • JongPhu Profile Picture
    JongPhu 5 on at

    Above methods, does it need to store data in CRM or just read data via API?

  • Verified answer
    Bipin D365 Profile Picture
    Bipin D365 28,983 Moderator on at

    Hi,

    With virtual table data is not stored in crm but other option will have data stored in crm.

  • JongPhu Profile Picture
    JongPhu 5 on at

    Let my team try to learn more virtual tables. Thanks.

  • JongPhu Profile Picture
    JongPhu 5 on at

    I got feedback from my team who have experience on Virtual Table.

    Does it have limitations of security and performance?

    Does it require lots of custom coding to integrate with APIs?

    Isn't it based on out of the box configuration?

    And he said that Microsoft roadmap will make it more flexible to integrate with different target types including APIs till end of next year.

    Is this context correct?

    My idea is Virtual Table can integrate with any APIs (REST API).

    Please feel free to share your experience and ideas.

  • Verified answer
    Bipin D365 Profile Picture
    Bipin D365 28,983 Moderator on at

    Hi,

    Yes, you need to coding to interact with api but you can also use oob configuration to get data from api which is accessible on internet.

    I would recommend you to read below blog for limitations

    docs.microsoft.com/.../get-started-ve

  • JongPhu Profile Picture
    JongPhu 5 on at

    Thanks a lot for your helpful information.

    Can I get data from external API with parameter?

    Example: I added "external data" tab in customer profile, when user searched customer "A" and clicked into customer profile, and then clicked "external data". API will be called with parameter "A" for customer "A" to get more detail to display in virtual table.

    Is it possible?

    And I see the limitation of virtual table that API must have GUID, it means not any APIs that can be used for virtual table, right?

    I tried to find a demo or a document to explain this case but no luck :(

    Best regards,

    JongPhu

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