Dataverse Integration
The easiest way to connect Dataverse / Dynamics 365 with WordPress.
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Build your forms and write custom twig code using Elementor!
Introduction
Our plugin supports Elementor. We offer several widgets that are compatible with Elementor (including Elementor Pro). To edit a form using Elementor, you need to install and activate the ‘Dataverse Integration Elementor Extension’ plugin. Please note that this functionality is available only with the premium version of our plugin.
Note: You may also need to install and activate Elementor Pro. Premium
Form widget
Widget Name - Form
Category - Pro
Description: It is a native form of Elementor, but you should add Send to Dataverse
action after submit.
All you need to do is drag the Form
widget into the content area, create the necessary fields and Save their ID. Next, navigate to Actions After Submit
, click +
and add the Send to Dataverse
action. Then, select the Send to Dataverse
menu section and choose a table from the Table
dropdown.
After selecting an action, for example create
, you need to add Fields Mapping
. Click +ADD ITEM
. Here, fill in Form field
(which is the field ID that was saved previously) and Table column
(which is the logical name for the column) for each field.
Twig widget
Widget Name - Twig Template
Category - Dataverse
Description: A simple and visual widget. Write your twig code and you will immediately see the generated content in the content area.
Field widget
Widget Name - Dataverse Field
Category - Dataverse
Description: To use this feature, simply select a table and then choose a column from that table which you wish to display.
Dynamic tags
One of the simplest methods to display a field value for any record is by using dynamic tags. First, configure the binding for the page by selecting a table and the binding method. Then, return to page editing and, in the Elementor Text Editor widget, click the Dynamic Tags button (symbolized by a coins icon). Next, select the ‘Dynamic field’ option and click the settings button. Now, you can choose any field from which to display a record value.
Default record in editing mode
You can enter a record GUID to be used as the default record in the page editing context. Simply find the page, click Configure Binding
, select a table and enter an id in the Default record
textbox.