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Requesting Data from CRM and importing it to update with new values

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Hello,

I'm inquiring how I can accomplish the following:

We are using Dynamics 365 CRM online. To build out our costs and labor, we use an external application. This application has a Web API enabled for read/write.

1.Export Data (get request) to the external application

2. Import Data with new and updated values (needs to update certain fields) back into CRM

I'm not a Developer, just did a bit of research. I have a couple of people that are programmers/developers in Py, json etc that can help but they do not know anything about CRM.

How can i get this accomplished? TIA!!

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ChangeFrenzoId 465 on at

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RE: Requesting Data from CRM and importing it to update with new values

Hey!

Can you explain in detail, what you actually want to accomplish?
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Wahaj Rashid 11,321 on at

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RE: Requesting Data from CRM and importing it to update with new values

Hi,

Thank you for your query.

You can use following approaches:

No Code Solution:

Export data: use Microsoft Flow to integrate Dynamics 365 Online with your Custom Web App. Flow can be triggered on an event like when a record is created, updated or deleted and it can push the data to your web app using API.

Import Data: schedule flows to read data form your web app to update Dynamics 365 tables (entities).

Web API: Dynamics 365 comes with a Web API (OData), which can be used to do CRUD operations. Your developers, can easily use this API to read and insert/update data in Dynamics 365.

Flow Common Data Service (Dynamics 365) connector:

List of supported connectors | Microsoft Power Automate

Flow Example:

Microsoft Power Automate Flow Trigger Conditions & CDS Filter Expressions Explained! | Microsoft Dynamics 365 CRM Tips and Tricks (inogic.com)

Using APIs with Microsoft Flow | Engage Squared

Dynamics 365 Web API:

Query Data using the Web API (Microsoft Dataverse) - Power Apps | Microsoft Docs

Create an entity record using the Web API (Microsoft Dataverse) - Power Apps | Microsoft Docs

Update and delete entities using the Web API (Microsoft Dataverse) - Power Apps | Microsoft Docs