Microsoft Dynamics CRM (Archive)

How to give partial API access to external, and how would they consume it

(1) Share

Report

Posted on by CU02051350-0

Hi, I was wondering if I have the following scenario:

I need to give access to a third party to Dynamics Data, lets Call them /Yellow Inc/

their access should be read only (GET) to specific entities, not all (For example, Contacts and Association)

Also they need to be only able to access certain records in an entity (For example, in Contacts, they are allowed to access only the records that have agreed to share their information)

How would you go about doing that? From what I have read so far :
1- I need to create an app registration
2- link it to a security role in dynamics

not sure what to from there on? is a plugin necessary in this case ? How do I control the queries? How do I set the Custom Api to restrict access based on the conditions above. And finally, how can i give it to /Yellow/ for them to consume

thank you

Categories:

Development / Customization / SDK

All responses (2)

Answers (0)

Suggested answer

Bipin D365 28,958 Moderator on at

Like (0)

Report

How to give partial API access to external, and how would they consume it

Hi,

You can use Execute Privilege Name property on Custom Api to secure your Custom Api.

https://learn.microsoft.com/en-us/power-apps/developer/data-platform/custom-api

Thanks,

Bipin
Suggested answer

Dengliang Li Microsoft Employee on at

Like (0)

Report

How to give partial API access to external, and how would they consume it

Hi,

As you said, you can create an application user and then add it to the Dynamics CRM environment and give it security roles.

You can refer to the following video link to add application users to your Dynamics CRM environment.

Connect Dynamics 365 in Console Application using Application Registration and Application User (youtube.com)

You can perform CRUD operations on record data in Dynamics CRM.

Console Application CRUD Operation in C# in Dynamics 365 (youtube.com)

For example, I retrieve the name information of a contact as an application user.

Then, if I disable the application user's access to the contact record through the security role.

Unable to retrieve information from contact records.

Therefore, you can control access to entity records for application users through security roles.

If my answer was helpful, please click Like, and if it solved your problem, please mark it as verified to help other community members find more.
If you have further questions, please feel free to contact me .

Best Regards,
Dengliang Li