Setting up PostMan to use with D365 on DevBox

on

Connecting Postman to your Dynamics 365 Finance & Operations (D365FO) Dev VM is a game-changer for testing integrations. Instead of waiting for a third-party application to be ready, you can use Postman to directly test OData, Data Entities, and Web services to see exactly what data is being retrieved.

Introduction

Testing Integrations can often be a bottleneck in development. Postman serves as a request composer tool that allows you to authenticate to your D365FO instance, compose Web API requests, and view the responses in real-time. It is especially helpful for troubleshooting integration issues related to OData without needing the final receiving application to be functional.

Step-by-Step Guide


1. Register an Azure App

Think of this as creating a "passport" for Postman so Azure knows it’s a trusted visitor.

  • Log in to portal.azure.com and navigate to App Registrations > New Registration.

  • Under API Permissions, add the necessary permissions for Dynamics ERP to allow the application to interact with your environment.

  • Navigate to Certificates & Secrets and create a new Client Secret. Important: Copy the "Value" immediately, as it will be hidden forever once you leave the page.

  • From the Overview tab, copy your Application (Client) ID and Directory (Tenant) ID.

2. Set Up in D365 F&O Instance

Now you must tell D365FO to trust the "passport" you just created in Azure.

  • Open D365FO and go to System Administration > Setup > Microsoft Entra ID applications.

  • Create a new record and paste the Client ID you copied from Azure.

  • Specify a User ID that the application will act as. Ensure this user has the appropriate security roles to access the data entities you plan to test.

3. Setting Up Postman


4. Examples to Call Data Entities from Postman


4.1 Fetching data from a data entity


Call the URL below with a GET operation (replacing the base URL with your own D365 URL):

https://usnconeboxax1aos.cloud.onebox.dynamics.com/data/ReturnOrderLines?$filter=dataAreaId eq 'usmf'&cross-company=true

4.2 Create new record

To add a new record, call the URL below with a POST operation and include the payload in the Body tab (set to raw and JSON) : URL:
https://usnconeboxax1aos.cloud.onebox.dynamics.com/data/ReturnOrderLines

Payload:

{

"ReturnOrderNumber": "SO100674",

"dataAreaId": "USMF",

"SalesUnitSymbol": "EA",

"ItemNumber": "1001",

"ReturnSalesQuantity": -1,

}

Comments

Post a Comment