Dynamics 365 Integration

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

Configuration

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.

Initial configuration

The plugins encrypts stored Dynamics 365 credentials. You must specify a PHP constant WPCRM_KEY in wp-config.php in order for the plugin to work correctly.

The WPCRM_KEY value must be a base64-encoded AES-256 key. You can generate one yourself, or use one of the online services, e.g. [http://www.digitalsanctuary.com/aes-key-generator.php].

Connection

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.
Password
CRM systemuser password, required to authenticate in Dynamics CRM.

Portal

Delete Unlinked Users removes all CRM-managed WordPress users which do not have a corresponding WP Identity record in CRM. Useful if you have deleted a lot of WP Identity records or user names were changed.

In the Login Settings section, you can configure the entity to bind users to. Contact is the default entity.

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

Registration

This tab provides extra options for the [msdyncrm_registration] shortcode.

Configure these options to show a CRM form instead of the default registration form.

Registration settings screen

Pick the entity – it should be the same entity chosen on the Portal tab in the Login Settings section. Specify the form you want to use in the Form name field, enter the name of the attribute to use as user name in Email field. Additional form parameters may be configured in the Additional form shortcode attributes field – see Forms.

Check Match records during registration if you want to reuse existing records (e.g. contacts) with matching email addresses. It will create new records every time if unchecked.

Roles

The plugin will ask you to install default identity roles in CRM to provide role management for CRM-managed users. Click Install Default Roles to do that.

After identity roles are in place, you can configure mapping of identity roles to WordPress roles. Map unused identity roles to None.

Forms

Enable and configure reCAPTCHA in forms using the Forms tab.

Messages

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

About

You can configure the logging verbosity on the About tab.

To install the license for the premium add-on, pick your edition (Pro, Business, Enterprise) and enter the license key. Click the Activate button.