Use Custom APIs in workflows in Dynamics 365 CRM / Dataverse

custom API

Microsoft has been dropping new updates every now and then and Microsoft Docs can help you in following up with all these updates. Not a while ago Microsoft had announced Custom APIs. Using Custom APIs, you can create your own APIs in Dataverse. In our quest to keep you informed with whatever is happening in the Dynamics 365 CRM / Power Apps community, we created a guide on How to Use Custom APIs. We created this guide so that you can find all the Custom API content from Inogic Blogs at one place.

In this detailed guide on Custom APIs, we talked about creating Custom Messages in Dynamics 365 CRM. We talked about some of the advanced capabilities of Custom API like PrivateCusotm API, API Type and Code First Approach and also explained the basic difference between Custom APIs and the traditional Custom Actions. We learned how to create a Custom API and register a plugin on it in our introductory blog. We went on to learn about the different data types available for Custom API in our next blog. Next, we learned how to create Custom Functions using Custom API in Dynamics 365 CRM. So, lets go to our latest blog on Custom APIs.

How to use a custom API as a step in Dynamics 365 CRM Workflows

In this blog, we have come up with a way to use Custom APIs in workflows. We will give a step-by-step guide on how to achieve this with the help of an example. We will be creating a custom API that will be used in a workflow triggered when a new Account record will be created. When the workflow gets triggered, it will call the Custom API that we created which will then create a Phone Call activity associated with the same account with the due date as the next day. With help of our detailed steps along with images of the same, you will be able to use Custom APIs in workflows.

Also, check out our other guides showing useful tips and tricks on Canvas Power Apps and on how to work with PCF Control in Dynamics 365 CRM. If you need us to write on anything specific, drop us a mail at [email protected].

We at Inogic, keep rolling out guides, tips and tricks on Dynamics 365 CRM, Power Platform, Power BI, Power Automate, Dataverse, Power Apps, Azure, and much more on our Inogic Blogs page. We are Microsoft Gold Partner with 15+ Microsoft AppSource Preferred Productivity Apps and are known for our excellent service and customer satisfaction record. To check out our 5-starred productivity apps, check out our Inogic Solutions Video or our Inogic Productivity Apps page.

Recently we released two new productivity apps viz Mailchimp Dynamics 365 CRM integration app Marketing4Dynamics and, Subscription and Recurring Billing Management app to automate, simplify and manage your subscriptions, recurring billing and tax calculations in your Dynamics 365 CRM. Check out our upcoming webinar to learn more about how Subscription and Recurring Billing Management App simplifies complex billing processes, automates manual accounting, and gives insight on business health with a detailed report of important metrics through comprehensive dashboards.

Have a business requirement in Dynamics 365 CRM / Power Apps that we can help you with? Connect with us!

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