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CRM Rest Builder: A useful tool for working with CRM 2016’s Web API

Sep 06, 2019

By Jeff Ballard

Microsoft Dynamics CRM 2016 introduced the Web API, a new endpoint allowing the creation, deletion, updating and retrieval of CRM data. While Microsoft has stated that the old 2011 endpoint will remain to support backward compatibility, it ideally should not be used for new development. 

Building Web API requests remains largely the same, but there’s a handy tool to generate the code for you: Jason Lattimer's CRM Rest Builder.

How to use CRM Rest Builder

Available as a managed solution, the CRM Rest Builder provides a straightforward interface for building both 2011 and Web API queries. It’s as simple as selecting the action, format, entity and other details, and then clicking “Create Request.”

CRM Rest Builder: A useful tool for working with CRM 2016’s Web API

The tool will generate the code and even allow for direct editing and testing. Though, as it warns, any testing done is done directly against the data; a create request will create an actual record, and a delete request will delete records!

Being that this is an open-source project, it’s still in development, and you can find a list of known issues on the project's issues page. And, like with any open source project that generates code, it’s always worth the time to review the code to ensure that you know what it’s doing.

If you have any questions about CRM Rest Builder or how you can leverage Microsoft Dynamics CRM, contact Wipfli. You can also read more at our Dynamics 365 blog.

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