Real-Life Use Case of CRUD Operations with Postman and Azure Logic Apps  - CloudFronts

Real-Life Use Case of CRUD Operations with Postman and Azure Logic Apps 

Posted On November 18, 2024 by Bhavika Shetty Posted in  Tagged in

Having a robust Customer Relationship Management (CRM) system is crucial for managing customer data and interactions effectively. One way to enhance your CRM capabilities is through seamless integration with Azure Logic Apps, allowing for efficient CRUD (Create, Read, Update, Delete) operations via OData endpoints. In this blog post, we’ll dive into a real-life business use case that demonstrates how to perform CRUD operations on a CRM system using Postman and Azure Logic Apps. 

What Are CRUD Operations? 

CRUD operations form the backbone of any data-driven application. They enable you to: 

  • Create: Add new records to your database. 
  • Read: Retrieve existing records based on specific criteria. 
  • Update: Modify existing records to keep data accurate and up-to-date. 
  • Delete: Remove records that are no longer needed. 

The Setup: Using Postman for API Requests 

Postman is an incredibly useful tool for testing APIs, and in our case, it will help us interact with our CRM’s OData endpoints. Before we begin, ensure that you have the necessary API access and permissions set up. 

Creating a New Record in CRM 

Step 1: Prepare Your Request 

To create a new record, you’ll need to set up a POST request in Postman. Here’s how to do it: 

  • Endpoint: Your CRM’s OData endpoint for creating records. 
  • Headers: Specify the entity you’re targeting and the action (in this case, “create”). 

Step 2: Set the Request Body 

In the body of your POST request, include the necessary details for the new record. For example, if you’re creating a customer record, it might look something like this: 

Step 3: Send the Request 

Hit the Send button. You should receive a response containing the payload of the newly created entry (e.g., CustomersV3). 

Step 4: Verify Creation in CRM 

Next, navigate to your CRM dashboard to verify that the new customer entry has been successfully created.

  

Updating an Existing Record 

Step 1: Prepare Your Update Request 

To update an existing record, you’ll be sending a PATCH or PUT request. Here’s how to set it up in Postman: 

  • Endpoint: Your CRM’s OData endpoint for updating records. 
  • Headers: Specify the entity and the action (update). 

Step 2: Set the Request Body 

Include the changes you wish to make in the request body. For example, if you want to update John Doe’s phone number: 

Step 3: Send the Request 

Once you send the request, you should see a response indicating the payload of the updated account. 

  

Step 4: Verify Update in CRM 

Check your CRM to confirm that the changes were applied correctly. 

  

Future Topics: Logic App Creation 

In our next blog, we’ll dive deeper into the creation of Azure Logic Apps and how they can automate these CRUD operations further, enhancing your CRM’s functionality. We’ll cover: 

– Setting up triggers and actions within Azure Logic Apps. 

– Automating data flow between systems. 

– Best practices for managing CRM data efficiently. 

Conclusion 

By leveraging Postman for CRUD operations and integrating with Azure Logic Apps, businesses can significantly enhance their CRM capabilities, streamline operations, and ensure that their customer data remains accurate and accessible. Stay tuned for our upcoming blog, where we’ll explore how to create Azure Logic Apps to automate these processes, making your CRM experience even more efficient. 

We hope you found this article useful, and if you would like to discuss anything, you can schedule a call with us by clicking the button below.


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