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

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Posted on by ishraqiyun77

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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.

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LeoAlt 16,331 Moderator on at

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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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PhillipsB 102 on at

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Hello,

You can try Skyvia, a third-party tool that simplifies integration by eliminating the need for manual coding and can handle authentication protocols including OAuth for Dynamics 365.

It also supports webhooks and data synchronization across multiple platforms, which means it can handle scenarios where external systems (like your accounting software) send data to Dynamics 365 via PUT/POST requests. You can read more here.

Hope it helps!

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