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Customer experience | Sales, Customer Insights,...
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How to access Sandbox of crm.dynamics.com using API

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Posted on by 165

Hi,

I have a client sandbox url and the login credentials. Can someone help me to show how I can  use those  logins and fetch finacial data  using postman and also using API.

Thanks,

Silvester

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  • josephsilvester Profile Picture
    165 on at
    RE: How to access Sandbox of crm.dynamics.com using API

    HI Leo,

    Thank you for the replay. I would Like to access the finance and fetch the GL balance and transactions for that client.

    Thanks,

    Silvester

  • Verified answer
    LeoAlt Profile Picture
    16,331 Moderator on at
    RE: How to access Sandbox of crm.dynamics.com using API

    Hi Partner,

    What's the application do you want to get data from? CRM or Finance?

    If you are talking about CRM, you could refer to this link about how to set up environment in postman.

    https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/developer/webapi/setup-postman-environment

    With Org url and login credentials, you could set up a working environment in postman easily.

    And if you want to using API to get data from CRM, please refer to this doc.

    https://docs.microsoft.com/en-us/powerapps/developer/common-data-service/webapi/query-data-web-api

    If you are talking about Finance, please get more professional help in Finance forum.

    Best Regards,

    Leo

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