🌐 Simple OData Integration with D365FO Using Postman

 

🔐 Prerequisites

Before you begin, ensure you have the following setup:

• ✅ Postman installed

• ✅ Your Azure Tenant ID

• ✅ Registered Client ID (App ID)

• ✅ Client Secret value

• ✅ D365 F&O environment URL

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🏗️ Register Your App in D365FO

1. Navigate to:
   System administration → Setup → Microsoft Entra ID applications

2. Click New, then enter:

• App ID → Your Client ID from Azure

• Name → Any friendly display name

• User ID → A user with relevant security permissions (e.g., Admin)
  
  

  
  
  

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🔑 Step 1: Acquire Access Token in Postman

Method: POST
URL:

bash
https://login.microsoftonline.com/<TenantID>/oauth2/v2.0/token

🔸 Headers Tab

Set these headers (most are defaults):

Key	Value
Host	login.microsoftonline.com
Content-Type	application/x-www-form-urlencoded

🔸 Body Tab (x-www-form-urlencoded)

Key	Value (example)
client_id	YOUR_CLIENT_ID
client_secret	YOUR_CLIENT_SECRET
grant_type	client_credentials
scope	https://YOUR_ENVIRONMENT_URL/.default

➡️ Click Send and you’ll receive an access token in the response. This token will be used in subsequent OData calls.

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🔄 Step 2: Call OData Endpoints

Use the token received above in Authorization tab → Type = Bearer Token.

✅ GET: Read Data

Retrieve records from a data entity:

perl
GET https://<YOUR_ENVIRONMENT>/data/SalesOrderHeadersV2

➕ POST: Insert a Record

Create a new record (e.g., Sales order):

perl
POST https://<YOUR_ENVIRONMENT>/data/SalesOrderHeadersV2
Body: 
{
  "SalesOrderNumber": "12345",
  "CustomerAccount": "US-001"
}

📝 PATCH: Update a Record

Update fields in an existing record:

css
PATCH https://<YOUR_ENVIRONMENT>/data/SalesOrderHeadersV2(SalesOrderNumber='12345')
Body: 
{
  "CustomerReference": "UpdatedRef"
}

❌ DELETE: Remove a Record

Delete a record by key:

perl
DELETE https://<YOUR_ENVIRONMENT>/data/SalesOrderHeadersV2(SalesOrderNumber='12345')

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🧩 Expand and Filter Data (Advanced Querying)

Use $expand and $select to fetch related records and specific fields:

http
GET https://<YOUR_ENVIRONMENT>/data/PurchaseOrderHeadersV2?
$filter=dataAreaId eq 'USMF'&
Cross-company=true&
$select=PurchaseOrderNumber,VendorOrderReference&
$expand=PurchaseOrderLinesV2($select=PurchaseOrderNumber,LineNumber)

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📚 Reference

• Microsoft Docs:
  OData in D365FO
  (Official source for all OData authentication, metadata, and usage patterns)

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✅ Summary

You’ve now seen how to:

• Register an app in D365FO

• Use Postman to acquire an access token

• Perform CRUD operations on D365 F&O OData endpoints

• Use advanced querying features like $expand and $select

This setup is essential for integrating external systems or building custom apps that connect to Dynamics 365 data securely.