WebApi Operations from PowerApps Portals/ Dynamics 365 Portals – A complete guide

• How can we perform CRUD operations from PowerApps/ Dynamics 365 Portals?
• How can I generate access token from my portals to access CDS records?
• How do I call a custom action from Power apps portals/ Dynamics 365 portals?

If you are looking for answers for any of the above question, then you are at the right place. In this blog I am going to explain in detail the all WebAPI operations that you can perform from Portals.

“This feature is still in preview and my be subjected to changes once the feature is released for production”.

I am pretty sure, the disclaimer will not stop you from reading the blog. This is going to be a pretty lengthy blog. Hence I will divide the blog topics into a series of topics which will cover each webapi operation in detail. So let’s get started with this interesting journey.

Introduction of WebApi for Portals is probably the most significant release that Microsoft have made in the recent years in Portal workspace. For a very long time, there was no way we could perform CRUD operations dynamically from portals. Off course we had entity forms and entity lists. And also workflow buttons. But all these features are design time and not run-time.

How can I try this feature?

The preview feature is available for all portals with version  9.2.6.41 or later. To try out, you can just follow the below steps

• Sign up for Office 365 Trial
• Once you have set-up the trial, navigate to Microsoft PowerApps site and then sign up for trial using the account created in the first step
• Navigate to PowerApps Maker Portal and then create a new portal.

 

How do I verify if my portal is the correct version?

Follow the below steps to identify if the portal is the desired version.

• Browse your portal URL.
• Sign In with a user with Portal Administrator Web role.
  • Open your portal contact and then navigate to Web Roles from Related menu.
  • Add the Administrator web role.

• Make sure to refresh your portal cache if you have recently added Administrator role to the contact
• Navigate to the URL – https:<portal-url>/_services/about and then check for the version

 

If you have verified your version and your portal have the higher version then you are all set to try things out with me.

Follow the below posts in order

• Generate bearer token to authenticate WebAPI calls from portals.
• Create/ Update/ Delete operation using WebAPI from portals.
• Invoke bound actions using WebAPI from portals.

 

Hope this helps!
Debajit Dutta
(Business Solutions MVP)