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Note

The plugin previously known as Dataverse Integration has been renamed to DataPress.

This change reflects our commitment to enhancing user experience and aligning with our product vision.

All references to Dataverse Integration in the documentation and UI will be updated to DataPress.

Link your WordPress users to Dataverse records to provide customized experiences, seamless data synchronization, and advanced sign-in authorization.

User Administration & Automation

DataPress enables deep integration between WordPress identity management and Microsoft Dataverse using Virtual Tables and automated mapping.

1. Automation and Virtual Users

The Users entity in DataPress functions as a virtual table within Dataverse. This architecture allows you to manage WordPress users as native Dataverse records without duplicating the entire database schema.

Contact Mapping

By associating a WordPress User with a Dataverse Contact, you can:

  • Trigger Workflows: Initiate Dataverse processes when a WordPress profile is updated.
  • Permissions Management: Control WordPress access levels based on real-time CRM data.
  • Activity Tracking: Monitor user interactions directly within Dynamics 365.
Mandatory: Site Registration

To utilize the WordPress Users table and Automation features, Site Registration is mandatory. Without a valid registration:

  1. Mapping between WordPress Users and Dataverse Contacts will not function.
  2. The virtual table will remain inaccessible for automated workflows.

Read more about automation

2. Managing User Access

You can control user access through the WordPress Admin Area, the Power Apps Maker Portal, or via manual binding.

A. WordPress Admin Area

To disable a user directly in WordPress:

  1. Navigate to Users > All Users.
  2. Select the checkbox next to the target user.
  3. Select Disable from the bulk actions dropdown and click Apply.

Now this user can’t login in the WordPress Admin Area. To enable this user you need to find this user again, tick this username, choose Enable action in the left upper corner dropdown and click Apply. And again this user can login and work in WordPress Admin Area.

B. Manual Dataverse Binding

To manually link a user:

  1. Go to Users > All Users in the WordPress Admin Area.
  2. Hover over the username and click Dataverse Binding.
  3. Choose Manual mode, select the required record from the Contact table, and click Add & Apply.

Read more about user binding

C. Maker Portal (Dataverse)

If a user is bound to a Contact record, you can manage their status directly from the CRM:

  1. Locate the Contact record bound to the WordPress user.
  2. Navigate to the WordPress section (ensure Username on Default Site is populated).
  3. Click Deactivate to block access, or Activate to restore it.
  4. Alternatively, toggle the Login Enabled column: set to Yes for access or No to disable the account.

3. Developer Resources & Security

Security Configuration: ICDS_TWIG_USE_PRIVILEGES

Use the ICDS_TWIG_USE_PRIVILEGES flag to prevent Editors and Contributors from modifying pages that access Dataverse data via Twig (e.g., view or fetchxml tags). This ensures that data-sensitive layouts can only be modified by authorized administrators.