Create NetSuite Sales Orders from Dynamics 365 Opportunities

Create NetSuite Sales Orders from Dynamics 365 Opportunities

Creating a webhook in Dynamics 365

Creating a webhook in Dynamics 365

Webhooks are a way to communicate when an event occurs in one system with another system.
You can create webhooks in various ways. In this recipe, we have used the Plug-in Registration Tool.
Use the Plug-in Registration Tool to register a webhook. To get the Plug-in Registration Tool, see Dataverse development tools.
To create a webhook in Dynamics 365, perform the following steps:
  1. Open the Plug-in Registration Tool and log in to your organization.
  2. Click
    CREATE NEW CONNECTION
    on the
    Plugin Registration Tool
    page.
    The following image shows the
    CREATE NEW CONNECTION
    button on the
    Plugin Registration Tool
    page:
    The image shows the CREATE NEW CONNECTION button on the Plugin
							Registration Tool page.
  3. Go to
    Register
    and select
    Register New Web Hook
    .
    The following image shows the
    Register New Web Hook
    option on the
    Register
    menu:
    The image shows the Register New Web Hook option on the Register menu.
  4. Enter the webhook name, the service URL that you copied while invoking the process in the
    Endpoint URL
    field, and the authentication method in the
    Authentication
    field.
    The following image shows the
    WebHook Registration
    dialog box:
    The image shows the WebHook Registration dialog box.
  5. Go to
    WebHook
    and select
    Register New Step
    .
    The following image shows the
    Register New Step
    option:
    The image shows the Register New Step option.
  6. In the
    Update Existing Step
    page, enter the value as
    Update
    in the
    Message
    field,
    opportunity
    in the
    Primary Entity
    field, and select
    Asynchronous
    in the
    Execution Mode
    field.
    The following image shows the
    Update Existing Step
    page:
    The image shows the Update Existing Step page.
  7. In the
    Select Attributes
    dialog box, clear all the fields and select the
    Status
    and
    Status Reason
    custom fields to trigger the webhook when the opportunity status is updated.
    The following image shows the
    Status
    and
    Status Reason
    custom field attributes in the
    Select Attributes
    dialog box:
    The image shows the Status and Status Reason custom field attributes in
							the Select Attributes dialog box.

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