Using Postman with Dynamics 365 Online and OnPremise

2019-01-14 | apurvghai | Dynamics CRM SDK | Postman, General

Postman is the most popular tool today to troubleshoot and write sample code for testing. Postman offers variety of programming options as well. I love to use variables option which is easy to then show the data.

There are different ways to use Postman with Online vs OnPremise system

Setup Postman
- Download Postman
- Create an environment, let’s say CrmOnline. See instructions
- Once you’ve your environment setup, it’s time to create variables. See instructions
Prerequisites
- Setup your application Id in Azure (Type: WebApp/WebAPI)
- Assign permissions to Dynamics CRM Online - Delegated Permissions
Instructions

Follow these instructions to Post x-www-form-urlencoded. You can use the below parameters

Online: POST https://login.microsoftonline.com/your-azure-tenantid/oauth2/token

OnPremise/IFD: POST https://yourstsurl.yourdomain.com/adfs/ls
- Server to Server authentication
```
  grant_type: client_credentials
  client_id: {client_id}
  client_secret: {client_secret}
  resource: {resourceurl}
```
- User Password authentication
```
  grant_type: password
  client_id: {client id}
  client_secret: {client_secret}
  resource: {resourceurl}
  username: {username}
  password: {password}
```
  Navigate to Tests tab, paste below code:
```
  var json = JSON.parse(responseBody);
  postman.setEnvironmentVariable("BearerToken", json.access_token);
```
- On-Premise Approach
  
  OnPremise approach differs but not a lot. Your token URL is now ADFS Url and resource URL becomes your CRM org’s IFD url.
  
  Example: resource: https://yourCRMorg.yourdomain.com
  
  This will return JWT Token which can be decoded from this site and will be stored in your variables.
  
  Important Note Create application user in CRM Online. Follow these instructions
- CRM WebAPI Operations
  
  Now that you know how to perform POST or GET Operations. I will now demostrate how to use JWT token and make CRM Web API.
  - Select GET Operation
  - Use this URL: https://demo.crm.dynamics.com/data/api/v9.1/WhoAmI
  - In the Headers tab, write the following
  - Use Bulk edit option
  Authorization: Bearer {BearerToken}
  
  Hit send and enjoy your results

Using Postman with Dynamics 365 Online and OnPremise

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