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UPDATE/CREATE record in CRM from 3rd party application's webhook

Posted on by 150

We currently use QuickBooks desktop and I integrated it with Dynamics via a C# program we run when we want to sync data between the two.

We are wanting to move to online accounting software (QB Online, Xero, etc.).

The programs we've been looking at support webhooks that can send PUT/POST requests when a record is created or updated. However, the issue I'm trying to sort out, and I don't have much experience with webhooks, is how to handle the authentication with Dynamics 365 to accept the PUT/POST requests.

Is this doable? How would one accomplish this?

Pretty much all of the documentation I'm seeing is related to Dynamics 365 initiating the request, not receiving it.

  • LeoAlt Profile Picture
    LeoAlt 16,329 on at
    RE: UPDATE/CREATE record in CRM from 3rd party application's webhook

    Hi partner,

    Since you want to send webhook from QB to D365, I recommend you to create web api from D365 to operate the data in D365 and use webhooks  to send put/post requests to trigger the web api.

    So we just need to do authentication in D365 web api.

    Please refer to the following samples in C#.

    https://docs.microsoft.com/en-us/powerapps/developer/common-data-service/webapi/get-started-dynamics-365-web-api-csharp

    https://docs.microsoft.com/en-us/powerapps/developer/common-data-service/webapi/quick-start-console-app-csharp

    https://docs.microsoft.com/en-us/powerapps/developer/common-data-service/webapi/get-started-dynamics-365-web-api-csharp

    https://docs.microsoft.com/en-us/powerapps/developer/common-data-service/webapi/start-web-api-project-visual-studio-csharp

    Regards,

    Leo

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