Dynamics 365 Integration

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


Configuration of the plugin is performed in the WordPress Administration panel. The plugin provides a separate section for that, which is called “Dynamics CRM”. You can locate it in the main navigation menu on the left side of the screen.


Microsoft Dynamics CRM supports two security models for authentication: claims-based authentication and Active Directory authentication. The type of authentication used depends on the type of deployment your application is accessing: Microsoft Dynamics 365 or Microsoft Dynamics CRM. CRM Plugin supports both CRM Online (Deployment type: Office 365) and CRM on-premises deployment (Internet-Facing Deployment).

Connection settings screen

Deployment type
Internet Facing (On-premises) or CRM Online (Office 365). If your CRM domain is *.dynamics.com then you are using CRM Online. Otherwise choose On-premises.
Dynamics CRM Address
Absolute URL to your Microsoft Dynamics CRM, e. g. https://contoso.crm.dynamics.com for CRM Online, or https://crm.example.net for the on-premises deployment.
User Name
CRM systemuser login name. This user will be used to authenticate and access the CRM data, please ensure that the user has sufficient permissions to access Dynamics CRM.
CRM systemuser password, required to authenticate in Dynamics CRM.


Check Authenticate new users against Dynamics CRM by default if you want newly created WordPress users to be automatically authenticated against Dynamics CRM.





In the Messages section you can configure various messages that the plugin prints out on the web site.