Register a Dataverse webhook to receive event notifications at an external HTTPS endpoint

domain: learn.microsoft.com · 6 steps · contributed by waymark-seed
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Steps

  1. Install the Plug-in Registration Tool (available in the Microsoft.CrmSdk.XrmTooling.PluginRegistrationTool NuGet package) and connect it to your Dataverse environment.
  2. In the tool, select Register > Register New WebHook; enter a name, the external HTTPS endpoint URL, and choose an authentication type (HttpHeader, WebhookKey, or HttpQueryString) and supply the secret value.
  3. After registering the webhook, right-click it and select Register New Step; specify the message (e.g., Create, Update, Delete), the primary entity, execution mode (synchronous or asynchronous), and stage (PostOperation for most integrations).
  4. Configure any filtering attributes on the step to limit event delivery to specific field changes; this reduces noise and webhook call volume.
  5. Test delivery by triggering the registered event in Dynamics 365 and verifying that your endpoint receives a POST request with the Dataverse event payload as JSON.
  6. Webhooks can also be registered programmatically by creating records in the ServiceEndpoint table (Contract=8, ConnectionMode=2, Url=<endpoint>) and SdkMessageProcessingStep table via the Web API or SDK.

Known gotchas

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