The easiest way to connect Dynamics 365 and Dynamics CRM with WordPress.
Dynamics CRM Integration Premium lets you create a membership system with Microsoft Dynamics CRM and WordPress.
With Dynamics CRM Integration, an authenticated WordPress user can be associated with a CRM entity record. The plugin allows to choose any type of entity to associate users with.
Our plugin offers two types of authentication: CRM-managed users and WordPress-managed users.
Regardless of the authentication type that you choose, AlexaCRM WordPress Integration must be installed in Dynamics CRM in order to enable this feature.
If you have a large contact base (or accounts and other CRM entities) - you can easily allow them to log in on your site.
Users will use custom registration, login and password reset forms. We call these users identity users.
An identity user is comprised of:
Login is facilitated by the shortcode
[msdyncrm_login newpassword_url="" redirect_url=""]
This shortcode renders a form with login and password inputs, remember me checkbox and a link to recover forgotten password.
[msdyncrm_reset_password]shortcode. If the change password on next login flag is set to true in CRM, user will be navigated to the page that contains password change shortcode in order to change old password to the new one.
Registration shortcode allows users to enter their credentials.
[msdyncrm_registration redirect_url="" mailsent_redirect_url="" activation_url=""]
Invitation shortcode allows users to ask for an invite on your site.
Password recovery shortcode allows users to change password of their identity user.
newpasswordis true then the user doesn’t need to enter the old password. Default is false.
If you already have a substantial number of WordPress users and want to continue managing them via WordPress (e.g. changing passwords, roles, display names, etc.), choose this type of authentication.
Users will use default WordPress screens for creating account, logging in and out, changing passwords.
You can choose whether user is authenticated strictly by their username and password, or an additional check against CRM must be performed. This selection is performed in the Users screen (Admin / Users).
You can switch authentication method (WordPress or CRM) individually for each user, or use the appropriate bulk action.
currentuserobject in view, form and template shortcodes will contain the entity record specified in the aforementioned Identity record.
currentuserobject is not available.
You can choose the default value for this setting for newly created users. It may be changed in Admin / Dynamics CRM / Portal, section Authentication for new users.
In order to successfully authenticate a WP user with the help of Dynamics CRM, you need an Identity record for each user.
In order to create an Identity record, you should go to Advanced Find, select “WP Identity” as entity, click “Results”, go to the results tab and click “New WP Identity”.
It’s strongly advised to use email address as a username in WordPress.
Enter the username (email address) in “Name”, “User Name” and “Email Address” fields and save the new record.
Dynamics CRM Integration notifies the connected Dynamics CRM instance about new users, removed users and updated users. All that allows you act accordingly, e.g. send an email to the new user.
The plugin calls three specific custom actions to notify the CRM about events:
alex_WPUserCreated(UserId, Email, Roles)
alex_WPUserUpdated(UserId, Email, Roles)