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How can I build a URL that launches an inbound search for Account in Dynamics 365

Skafti Jonsson 1 Reputation point
2020-12-09T16:29:20.8+00:00

Hi,

Using a help desk application (Zendesk), agents frequently do a lookup of an Account in Dynamics 365. We'd like to automate that, to begin with just using a URL that launches Dynamics 365 with the search argument. (Maybe use an API).

How can we do that?
/Skafti Jonsson

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  1. Julian Sharp 41 Reputation points MVP
    2021-01-08T12:13:22.283+00:00

    You can use WebAPI https://learn.microsoft.com/en-us/powerapps/developer/data-platform/webapi/query-data-web-api to query accounts or to retrieve an individual account row

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