Online Management API for Dynamics 365 Customer Engagement

Applies to Dynamics 365 (online), version 9.x

Online Management API is a REST API that lets you create and manage Customer Engagement instances in your Office 365 tenant.

With Dynamics 365, previous Dynamics CRM functionality is included as a part of a suite of intelligent business applications. The apps that make up the customer relationship management (CRM) portion of the suite are referred to as “Customer Engagement” and include Sales, Customer Service, Field Service, Project Service Automation, and their related services.

Application publishers and ISVs can use the Online Management API to:

  • Automate creation of custom demo Customer Engagement instances
  • Manage multiple Customer Engagement instances in case of multi-org setup in their enterprise

Using the Online Management API, you can perform various tasks on your online instance such as create, retrieve, delete, backup and restore instances, and other instance-related tasks.

If you are an administrator, you can manage Customer Engagement online instances using either of the following:

Online Management REST API Reference

Customer Engagement Developer Guide