Sometimes it’s required to access information about the currently logged-in user in PHP. It can be easily done by using Identity class that has static auto method that returns the current user identity information including the linked CRM record (if available).
To add a custom Twig function use following action:
Inside the page content inserting twig content is as easy as
While it’s not possible to call any workflow directly there is a simple workaround that involves using custom actions.
Dynamics 365 plugin has built-in notifications when a WordPress user is created, updated, or deleted. Custom actions associated with these events are distributed as part of the Dynamics 365 solution and can be customized further to perform the required operations.
If a page is bound to a contact table then passing contact identifier in the query string will set the currentrecord object and allow record editing using, for example a Gravity form that relies on the record binding.
To add attachment uploads to Twig forms, you need to build a custom form layout with an input file control and an upload handler.