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Creating a Custom Portal API to Retrieve Data

Post Author: Joe D365 |

The portal offers a great way for users to view and search data in Microsoft Dynamics 365, but it currently does not provide a robust API. This presents a challenge when needing to retrieve data asynchronously. To accomplish this, we can create a new page that executes the query and returns the results in JSON format.

Follow these steps:

1. Create a new "Web Template" record. This will execute the search (lines 1-3) and format the result in JSON (lines 4-19).


2. Create a new "Page Template" record. Make sure to uncheck the "Use Website Header and Footer" option.


3. Create a new "Web Page" record.


4. Execute the request!

Your portal pages can now retrieve data asynchronously! This will give a more fluid user experience and can be easily expanded for additional searching and filtering.

Be sure to search our blog for more Dynamics 365 tips and tricks!

Happy Dynamics 365'ing!

By Joe D365
Joe D365 is a Microsoft Dynamics 365 superhero who runs on pure Dynamics adrenaline. As the face of PowerObjects, Joe D365’s mission is to reveal innovative ways to use Dynamics 365 and bring the application to more businesses and organizations around the world.

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