wizardist

georgedude

alexacrm

<p>This plugin directly connects WordPress and Microsoft Dynamics 365 or Dynamics CRM, creating powerful portal solutions for your business.</p>
<p>Features:</p>
<ul>
<li>Support for Dynamics 365 Online, Dynamics 365 On-Premises, and Dynamics CRM 2011, 2013, 2015, and 2016.</li>
<li>Design forms in the Dynamics 365 / CRM and insert them on your site with a form shortcode.</li>
<li>Write data from the forms directly to Dynamics 365 / CRM.</li>
<li>Collect leads, contact requests, support queries and much more without any coding.</li>
<li>Display records using Dynamics 365 / CRM views with a shortcode. Give your customers direct access to product catalogs, event lists, knowledge base articles.</li>
<li>Bind WordPress posts and pages to Dynamics 365 / CRM records. Build a customized record view in WordPress like product information sheets</li>
<li>Support for entity images and attached images with dynamic resizing and caching.</li>
<li>Extensible through WordPress <a href="https://codex.wordpress.org/Plugin_API" rel="nofollow ugc">actions and filters</a>.</li>
</ul>
<h4>Minimum PHP version</h4>
<p>This plugin requires at least PHP 8.2.</p>
<h4>WARNING</h4>
<p>For this plugin to work, access to a working instance of Dynamics 365 Online, or Dynamics 365 / CRM On-Premises with IFD (Internet Facing Deployment) is required. Without an instance of Dynamics 365 / CRM the plugin is absolutely useless. Please, do not raise issues related to that fact. If you are curious to try, you can always sign up for a <a href="https://www.microsoft.com/en-us/dynamics/crm-free-trial-overview.aspx" rel="nofollow ugc">free trial of Dynamics 365</a>.</p>
<h4>Documentation</h4>
<p>Plugin documentation is available at <a href="http://docs.alexacrm.com/wpcrm/" rel="nofollow ugc">docs.alexacrm.com/wpcrm/</a>.</p>
<h4>Reporting issues</h4>
<p>Development of this plugin takes place at the <a href="https://github.com/AlexaCRM/integration-dynamics" rel="nofollow ugc">GitHub repository</a>. Please address all questions and issues there.</p>
<h3>IMPORTANT</h3>
<p>As <a href="https://docs.microsoft.com/power-platform/important-changes-coming#deprecation-of-office365-authentication-type-and-organizationserviceproxy-class-for-connecting-to-dataverse" rel="nofollow ugc">communicated by Microsoft</a>, effective April 04, 2022, Microsoft Dataverse is retiring the WS-Trust authentication protocol. Dynamics 365 Integration plugin uses WS-Trust protocol when authenticating using username and password. Beginning from version 1.2.32, the plugin includes app id / secret authentication method. This method uses OAuth protocol and will continue to operate as normal.</p>
<h4>How does this affect me?</h4>
<p>On April 04, 2022, any instance of Dynamics 365 Integration plugin that uses username / password authentication will no longer connect to Microsoft Dataverse / Dynamics 365.</p>
<h4>What action do I need to take?</h4>
<p><strong>Existing users:</strong> To avoid impact to your operations when this is enforced, please switch plugin authentication method from username / password to app id / secret by following <a href="https://docs.alexacrm.com/wpcrm/quickstart/#app-id--client-secret-authentication" rel="nofollow ugc">Quick Start instructions</a> in the product documentation.</p>
<p><strong>New users</strong>: follow <a href="https://docs.alexacrm.com/wpcrm/quickstart/#app-id--client-secret-authentication" rel="nofollow ugc">Quick Start steps</a> and use app id / secret to connect to your Dataverse / Dynamics 365 instance.</p>


Dynamics 365 Integration

The integration this plugin offers for Dynamics 365 is incredibly deep while it's not too difficult for more standard/simple operations.

Their support is very quick & responded very well.

The #1 method for integrating Dynamics with WordPress

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

CRM Perks

Samer Bazzi

<p>Contact Form 7 Dynamics CRM Plugin sends form submissions from <a href="https://wordpress.org/plugins/contact-form-7/" rel="ugc">Contact Form 7</a>, <a href="https://wordpress.org/plugins/wpforms-lite/" rel="ugc">WPforms</a>, <a href="https://wordpress.org/plugins/elementor/" rel="ugc">Elementor Forms</a>, <a href="https://wordpress.org/plugins/ninja-forms/" rel="ugc">Ninja Forms</a>, <a href="https://wordpress.org/plugins/formidable/" rel="ugc">Formidable Forms</a>, <a href="https://wordpress.org/plugins/contact-form-entries/" rel="ugc">Contact Form Entries</a> and many other popular contact form plugins to Dynamics CRM. Learn more at <a href="https://www.crmperks.com/plugins/contact-form-plugins/contact-form-dynamics-plugin/?utm_source=wordpress&utm_medium=directory&utm_campaign=dynamics_readme" rel="nofollow ugc">crmperks.com</a></p>
<h3>How to Setup</h3>
<ul>
<li>Go to “Dynamics CRM Accounts” tab and add new account.</li>
<li>Go to “Dynamics CRM Feeds” tab , create new feed.</li>
<li>Map required Dynamics CRM fields to contact form 7 fields.</li>
<li>Send your test entry to Dynamics CRM.</li>
<li>Go to “Dynamics CRM Logs” tab and verify, if entry was sent to Dynamics CRM.</li>
</ul>
<h3>Dynamics CRM On-premises</h3>
<p>Contact Form 7 Dynamics CRM add-on only supports Microsoft Dynamics CRM Online.</p>
<p><strong>Connect Microsoft Dynamics CRM account</strong></p>
<p>Connect any contact form 7 to Dynamics CRM/Dynamics 365 account by safe and secure Oauth 2.0. Additionally, you can connect multiple Dynamics 365 crm accounts</p>
<p><strong>Map Microsoft Dynamics CRM fields</strong></p>
<p>In a feed, select Dynamics CRM Object then Map any contact form 7 fields to Dynamics CRM/Dynamics 365 object(Contacts, Account, Lead, Order, Case) fields.</p>
<p><strong>Filter contact form 7  submissions</strong></p>
<p>Send all or filter contact form 7 submissions sent to Dynamics CRM/Dynamics 365 based on user input. For example , only send that entry to Dynamics CRM which contains work email address.</p>
<p><strong>Manually send entries to Dynamics CRM</strong></p>
<p>Send contact form 7 submissions to Dynamics CRM/Dynamics 365 when someone submit a form. You can manually send contact form submissions to Dynamics CRM.</p>
<p><strong>Dynamics CRM logs</strong></p>
<p>View a detailed log of each contact form 7 submission whether sent or not sent to Dynamics CRM/Dynamics 365 and easily resend contact form 7 submission to Dynamics CRM.</p>
<p><strong>Send Data As Dynamics CRM object Notes</strong></p>
<p>Send one to many contact form 7 fields as Dynamics CRM/Dynamics 365 object(Contacts, Account, Lead, Order, Case) notes.</p>
<p><strong>Create Or Update Contact in Dynamics CRM</strong></p>
<p>If an entry(Contacts, Account, Lead, Order, Case) already exists in Dynamics CRM/Dynamics 365 , update it otherwise create a new entry in Dynamics CRM.</p>
<h3>Why we built this plugin</h3>
<p>Contact Form 7 and some other popular contact forms are good but you can not send contact form submissions to any crm including Dynamics CRM. You can send to any contact form(contact form 7) submissions to dynamics with this free plugin.</p>
<blockquote>
<p><strong>Premium Version Features.</strong></p>
<p>This plugin has a Premium version which comes with several additional benifits <a href="https://www.crmperks.com/plugins/contact-form-plugins/contact-form-dynamics-plugin/?utm_source=wordpress&utm_medium=directory&utm_campaign=dynamics_readme" rel="nofollow ugc">Contact Form Dynamics CRM</a>.</p>
<ul>
<li>Custom fields particularly Phone Number fields of Dynamics CRM.</li>
<li>Dynamics CRM Custom entities.</li>
<li>Assign object(Account,Contact etc) created by one feed to other feed object(Lead, Case) in Dynamics CRM.</li>
<li>Add a lead to Campaign in Dynamics CRM.</li>
<li>Assign Owner to contact, account, lead, case or order.</li>
<li>Google Analytics Parameters and Geolocation of a visitor who submitted the form.</li>
<li>Lookup lead’s email using email lookup apis.</li>
<li>Verify lead’s phone number and get detailed information about phone number using phone lookup apis.</li>
<li>20+ premium addons</li>
</ul>
</blockquote>
<h3>Want to send data to other crms</h3>
<p>We have Premium Extensions for 20+ CRMs.<a href="https://www.crmperks.com/plugin-category/contact-form-plugins/?utm_source=wordpress&utm_medium=directory&utm_campaign=dynamics_readme" rel="nofollow ugc">View All CRM Extensions</a></p>
<h3>Need Woocommerce Dynamics CRM Plugin ?</h3>
<p>We have Dynamics crm add-on for Woocommerce. <a href="https://www.crmperks.com/plugins/woocommerce-plugins/woocommerce-dynamics-plugin/?utm_source=wordpress&utm_medium=directory&utm_campaign=Dynamics_CRM_readme" rel="nofollow ugc">Woocommerce Dynamics CRM</a></p>


WP Dynamics CRM for Contact Form 7, WPForms, Elementor, Formidable and Ninja Forms

Great free plugin, bought the premium version for the extra features, found great support from the founder and the team.

Easy to use with great support

Send Contact Form 7, WPForms, Elementor, Ninja Forms, CRM Perks Forms and many other contact form submissions to dynamics crm Online.

Dynamics 365 Integration vs WP Dynamics CRM for Contact Form 7, WPForms, Elementor, Formidable and Ninja Forms