Dynamics 365 Integration

The easiest way to connect Dynamics 365 and Dynamics CRM with WordPress.

3rd-party Plugins

Dynamics 365 Integration Premium provides a few extensions for other WordPress plugins and enables them to integrate with Dynamics 365.

Contact Form 7

Contact From 7 allows you to capture form data on the website. Dynamics 365 Integration Premium extends upon that and allows sending this data straight to the CRM.

Usage

After installing and activating the plugin, the Contact Form 7 tag generator will have 2 new tag types: “CRM field” and “CRM Lookup field”. Most of the options will be familiar to Contact Form 7 users.

CRM fields in the CF7 tag generator

The newly added tags are:

  • CRM Field – represents a CRM field
  • CRM Lookup Field – represents a CRM lookup field

Before you start adding CRM fields to the form, you must first specify which entity this form belongs to.

  1. Go to the Additional Settings tab.
  2. Add entity: <EntityName> to the end of the field, where <EntityName> is the logical name of a CRM entity, no brackets (e.g. contact, account, lead, etc.)

After the form entity is configured, you can go back to the Form tab to add tags to the form.

CRM Field

This tag allows you to map a CF7 form control to a CRM field. Data entered in this field will end up in the corresponding CRM field.

CRM field in the CF7 tag generator

Both msdyncrm and msdyncrm* are used as CRM fields. By CF7’s convention, the asterisk means that the field is required.

id
id attribute value of the form control (input, textarea, etc.)

Example: id:foo
class
class attribute value of the form control. To set two or more classes, you may use this option multiple times.

Example: class:bar class:baz
field
Attribute name of the specified entity.

Example: field:emailaddress1
placeholder
Placeholder text of the form control.
default
Default value of the form control.

Examples:
querystring.parameter – will fill the control with the URL query argument “parameter”.
currentuser – will fill the control with the current user ID. See Authentication.
currentuser.emailaddress1 – will fill the control with the e-mail address for the current user. See Authentication.

The full example would look like this:

[msdyncrm* msdyncrm-77 id:emailaddress1 class:email field:emailaddress1 placeholder "test@example.com"]

CRM Lookup Field

This tag allows you to add entity lookup controls to a CF7 form. Lookup input will be displayed as a dropdown control with values specified either explicitly or via a CRM view.

msdyncrm_lookup and msdyncrm_lookup* are the tags that represent the CRM lookup field. By CF7’s convention, the asterisk means that the field is required.

CRM lookup field in the CF7 tag generator

id
id attribute value of the form control (input, textarea, etc.)

Example: id:foo
class
class attribute value of the form control. To set two or more classes, you may use this option multiple times.

Example: class:bar class:baz
field
Lookup attribute name of the specified entity.

Example: field:transactioncurrencyid
view
Name of the view that will populate values in the dropdown.

Example: view:Currency Lookup View
values
Map of ID/label if no view has been specified.

Examples:
":none" (empty label, i.e. default)
"0D9140A8-265D-E511-80E9-C4346BC516E8:Australian Dollar"
lookuptype
Used to restrict lookup types to a single entity.

Example: lookuptype:transactioncurrency

The full example would look like this:

[msdyncrm_lookup msdyncrm_lookup-161 field:transactioncurrencyid view:Currency Lookup View lookuptype:transactioncurrency]
[msdyncrm_lookup msdyncrm_lookup-846 field:transactioncurrencyid ":none" "0D9140A8-265D-E511-80E9-C4346BC516E8:Australian Dollar"]

Additional settings

You can specify additional settings for each contact form by adding code snippets in the specific format into the Additional Settings field in the contact form’s edit screen.

entity
Specifies the entity to create new records for.

Example: entity: lead
crm_error_message
Message text if record creation failed.

Example: crm_error_message: Houston, we have a problem
commonfield
Field that will receive aggregated values from all form fields not bound to CRM, e.g. default CF7 tags.

Example: commonfield: description
fields_map
Allows to map non-CRM CF7 tags to CRM attributes.

Example: fields_map: {your-name:firstname1}{your-email:emailaddress1}

Gravity Forms

Gravity Forms plugin provides custom forms with a robust UI. Dynamics 365 Integration Premium enables Gravity Forms to create new records in CRM easily.

Usage

  1. Create a new Gravity Form or choose an existing one.
  2. Navigate to the form editor.
  3. Point to Form Settings and click Dynamics 365 Plugin

    Dynamics 365 Integration in the Gravity Forms settings menu

  4. Click Add New to create a new feed to Dynamics 365.

    List of feeds in the Gravity Forms settings

  5. Enter the Feed Name, select an action (create or update), and choose the entity.

    Dynamics 365 Integration settings for a Gravity Forms form

  6. In the next section, you need to map CRM fields (on the left) to corresponding form fields (on the right).

    Dynamics 365 field mapping for a Gravity Forms form

  7. Click Update Settings.