How to – Use Custom API to create custom messages in Dynamics 365


Custom API (preview) allows us to define our custom messages that can be called from web services, similar to Custom Actions. Usually, we would be creating custom workflow actions just to create a new message, to which we can hook our plugin, without defining any logic in the workflow. For this scenario or pattern now we can use Custom API instead.

There are different ways of creating a custom API.

  • Through the Maker Portal.
  • Using Web API or Organization Service.
  • Editing the solution files.

The 3 key entities involved here are

  1. CustomAPI
  2. CustomAPIRequestParameter
  3. CustomAPIResponseProperty

Let us try creating a CustomAPI through the maker portal.

Create a new solution, and click on New and select Custom API

Let us start with a very basic custom action.

Unique Name

This will be the name of the message. Should have the prefix same as solution’s publisher. 

Name

The name of the Custom API will show up inside the solution

Display Name

Localized display name of the Custom API

Description  

Localized description of the Custom API 

Binding Type 

  • Value: 0 Label: Global
  • Value: 1 Label: Entity
  • Value: 2 Label: EntityCollection

Bound Entity Logical Name 

Logical name of the entity in case of binding type – Entity and EntityCollection.

Is Function 

  • Value: 0 Label: No
  • Value: 1 Label: Yes

Allowed Custom Processing Step Type 

  • Value: 0 Label: None Meaning: No custom processing steps allowed.
  • Value: 1 Label: Async Only Meaning: Only asynchronous custom processing steps allowed
  • Value: 2 Label: Sync and Async Meaning: No restriction. 3rd party plug-ins can add synchronous logic to change the behavior of the message

Execute Privilege Name


Name of the Privilege that is required for the execution of the Custom API.

Plugin Type

Reference of the plugin registered for the Custom API 

So right now we have a very basic custom API registered of Global type, which doesn’t allow any steps to be registered and doesn’t need any privileges to execute

Let us write a sample plugin and associate with this new message.

Let us register the assembly

Now let us go back to our Custom API record and associate the Plugin registered.

Let us trigger the plugin by calling the Custom API through the Postman.

Let us check the plugin trace log inside Dynamics 365 App.

Get all details here 

https://docs.microsoft.com/en-us/powerapps/developer/data-platform/custom-actions

Hope it helps..

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Author: Nishant Rana

I love working in and sharing everything about Microsoft.NET technology !

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