alexacrm

wizardist

georgedude

<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.

<p>This plugin directly connects WordPress with Dataverse / Dynamics 365 / CRM, creating powerful portal solutions for your business.</p>
<p><a href="https://docs.microsoft.com/en-au/powerapps/maker/data-platform/data-platform-intro" rel="nofollow ugc">Dataverse</a> lets you securely store and manage data that’s used by business applications. Data from your Dynamics 365 applications is also stored in Dataverse allowing you to quickly build apps which leverage your Dynamics 365 data and extend your apps using Power Apps.</p>
<p>The plugin extends Microsoft Power Platform to WordPress and provides full access to the data. Written from ground-up, the plugin uses Web API to communicate with Dataverse.</p>
<h4>Features</h4>
<ul>
<li>100% Web API-based – future-proof investment.</li>
<li>Secure server-to-server authentication. No more usernames or passwords.</li>
<li>Create custom forms in WordPress and map them to Dataverse tables and columns for create or update operations. Write data from the forms directly to Dataverse / Dynamics 365.</li>
<li>Collect leads, contact requests, support queries and much more without any coding.</li>
<li>Query Dataverse / Dynamics 365 records using FetchXML language. Give your customers direct access to product catalogs, event lists, knowledge base articles.</li>
<li>Create custom layouts for Dataverse / Dynamics 365 data using powerful and flexible <a href="https://twig.symfony.com/" rel="nofollow ugc">Twig template engine</a>. Display data directly from Dataverse / Dynamics 365 without any coding.</li>
<li>Bind WordPress posts and pages to Dataverse / Dynamics 365 records. Build a customized record view in WordPress like product information sheets, event details, or customer profiles.</li>
<li>Extensible through WordPress <a href="https://codex.wordpress.org/Plugin_API" rel="nofollow ugc">actions and filters</a>.</li>
</ul>
<h4>Requirements</h4>
<p>This plugin requires PHP 8.2 or greater. cURL and intl extensions are required as well.</p>
<h4>Documentation</h4>
<p>Plugin documentation is available at <a href="https://docs.alexacrm.com/" rel="nofollow ugc">docs.alexacrm.com/</a>.</p>
<h4>Disclaimer</h4>
<p>For this plugin to work, access to a working Dataverse or Dynamics 365 instance is required. Please, do not raise issues related to that. If you are curious to try, you can always sign up for a free trial of <a href="https://learn.microsoft.com/power-apps/maker/signup-for-powerapps" rel="nofollow ugc">Power Apps</a> or <a href="https://www.microsoft.com/dynamics-365/free-trial" rel="nofollow ugc">Dynamics 365</a>. To explore full plugin capabilities including premium features we recommend using a <a href="https://learn.microsoft.com/power-platform/developer/create-developer-environment" rel="nofollow ugc">Dataverse developer environment</a>.</p>


DataPress (Dataverse Integration)

The easiest way to integrate WordPress with Dynamics 365, Dataverse, Power Apps, or Dynamics CRM.

Dynamics 365 Integration vs DataPress (Dataverse Integration)