Dynamics 365 Integration

This plugin directly connects WordPress and Microsoft Dynamics 365 or Dynamics CRM, creating powerful portal solutions for your business.

Features:

• Support for Dynamics 365 Online, Dynamics 365 On-Premises, and Dynamics CRM 2011, 2013, 2015, and 2016.
• Design forms in the Dynamics 365 / CRM and insert them on your site with a form shortcode.
• Write data from the forms directly to Dynamics 365 / CRM.
• Collect leads, contact requests, support queries and much more without any coding.
• Display records using Dynamics 365 / CRM views with a shortcode. Give your customers direct access to product catalogs, event lists, knowledge base articles.
• Bind WordPress posts and pages to Dynamics 365 / CRM records. Build a customized record view in WordPress like product information sheets
• Support for entity images and attached images with dynamic resizing and caching.
• Extensible through WordPress actions and filters.

Minimum PHP version

This plugin requires at least PHP 7.2.5.

WARNING

For this plugin to work, access to a working instance of Dynamics 365 Online, or Dynamics 365 / CRM On-Premises with IFD (Internet Facing Deployment) is required. Without an instance of Dynamics 365 / CRM the plugin is absolutely useless. Please, do not raise issues related to that fact. If you are curious to try, you can always sign up for a free trial of Dynamics 365.

Documentation

Plugin documentation is available at docs.alexacrm.com/wpcrm/.

Reporting issues

Development of this plugin takes place at the GitHub repository. Please address all questions and issues there.

IMPORTANT

As communicated by Microsoft, effective April 04, 2022, Microsoft Dataverse is retiring the WS-Trust authentication protocol. Dynamics 365 Integration plugin uses WS-Trust protocol when authenticating using username and password. Beginning from version 1.2.32, the plugin includes app id / secret authentication method. This method uses OAuth protocol and will continue to operate as normal.

How does this affect me?

On April 04, 2022, any instance of Dynamics 365 Integration plugin that uses username / password authentication will no longer connect to Microsoft Dataverse / Dynamics 365.

What action do I need to take?

Existing users: To avoid impact to your operations when this is enforced, please switch plugin authentication method from username / password to app id / secret by following Quick Start instructions in the product documentation.

New users: follow Quick Start steps and use app id / secret to connect to your Dataverse / Dynamics 365 instance.