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Display data from an external API on a form

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Posted on by senna 5

Hi, we are using Dynamics v9 on-prem and i have a requirement to display some external data (table of data) in a custom entity form, so when the user opens an object form there will be some part on the form where the table of data for that object will be displayed.

The data is coming from an API and will be a list of items that are related to that entity object.  My initial research suggests an iFrame embedded in the form that passes the entity ID over to a webapp via URL parameter that i will have to create in C#

However I am also seeing Power Automate might be a solution, however i am unsure if its possible, I am trying to understand how i send back a list of data (power automate to Dynamics) and display that on dynamics form in some table format.  

Any assistance to point me in right direction would be greatly appreciated. 

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  • Suggested answer
    Yoshika Suzuki Profile Picture
    Yoshika Suzuki on at
    RE: Display data from an external API on a form

    How about using virtual entities?

    learn.microsoft.com/.../create-edit-virtual-entities

  • Suggested answer
    Bipin D365 Profile Picture
    Bipin D365 28,962 Moderator on at
    RE: Display data from an external API on a form

    Hi,

    You need to show the data on your form in whatever way you want based on the response from the api call from plugin.

    You can still register your plugin on Onpremise. Dataverse is the new name given to Microsoft SQL server + features available in CRM like security, automation, integration

  • senna Profile Picture
    senna 5 on at
    RE: Display data from an external API on a form

    Thank you,when you say "get data" does it get it and then display it back into CRM in some way?

    Also, just briefly reading this part;

    Run the Plug-in Registration tool and register the assembly in Microsoft Dataverse server's sandbox and database.

    I thought dataverse was online and not on-prem?

  • Suggested answer
    Bipin D365 Profile Picture
    Bipin D365 28,962 Moderator on at
    RE: Display data from an external API on a form

    Hi,

    Power automate is only available for CRM online not for CRM Onpremise.

    You can look at below plugin sample code which calls external api and get data

    github.com/.../WebAccessPlugin

    You can implement something similar in your instance on post create plugin

    Make sure you make this plugin asynchronous so that record created even if there is an error in web access plugin

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