<h2>Effortlessly connect WooCommerce with Microsoft Dynamics CRM</h2>
<p><strong>WooCommerce to Microsoft Dynamics</strong> is a powerful integration that automatically sends your WooCommerce store data orders, customers, and product information directly to your Microsoft Dynamics CRM.</p>
<p>No more manual data entry, missed follow-ups, or outdated customer records. This extension helps you streamline operations, align sales and marketing efforts, and build stronger customer relationships with up-to-date, actionable data.</p>
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<h2>Key features</h2>
<ul class="wccom-tick-list-primary">
<li data-start="724" data-end="899"><strong data-start="726" data-end="749">Real-time data sync</strong>: Automatically send order details, customer profiles, and product information to Microsoft Dynamics as soon as a purchase or registration happens.<</li>
<li data-start="901" data-end="1024">Order and customer mapping</strong>: Map WooCommerce fields to Dynamics CRM fields with a simple, intuitive interface.</li>
<li data-start="1026" data-end="1164"><strong data-start="1028" data-end="1057">Support for custom fields</strong>: Send custom checkout fields, user meta, and product meta to Dynamics ideal for personalized workflows.</li>
<li data-start="1318" data-end="1423">Detailed logging</strong>: Track every API request and response for simple debugging and full transparency.</li>
<li data-start="1425" data-end="1576">Developer-friendly hooks and filters</strong>: Extend or customize this extension with built-in WordPress actions and filters; perfect for advanced workflows.</li>
</ul>
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<h2>Why you should choose this extension</h2>
<ul data-start="1615" data-end="2090">
<li data-start="1615" data-end="1711"><strong>Native WooCommerce integration</strong>: No third-party platforms or costly middleware required.</li>
<li data-start="1712" data-end="1804"><strong>Reliable and secure</strong>: Built following WordPress and WooCommerce development standards.</li>
<li data-start="1805" data-end="1891"><strong>Highly customizable</strong>: Works for small shops and enterprise-level stores alike.</li>
<li data-start="1892" data-end="1977"><strong>Time-saving automation</strong>: Eliminate manual data entry and reduce human errors.</li>
<li data-start="1978" data-end="2090"><strong>Better customer engagement</strong>: Keep your Dynamics CRM up to date for smarter sales and service interactions.</li>
</ul>
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<h3 data-start="2097" data-end="2123">Who is this for?</h3>
<p data-start="2125" data-end="2325">Whether you’re a small business using Dynamics to manage leads or a large enterprise with a full sales pipeline, this extension helps ensure your CRM reflects what’s happening in your store in real time.</p>
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<h3 data-start="2332" data-end="2356">What gets synced?</h3>
<ul data-start="2358" data-end="2539">
<li data-start="2358" data-end="2409">Customer information (Name, Email, Phone, etc.)</li>
<li data-start="2410" data-end="2466">Order details (Products, Total, Shipping Info, etc.)</li>
<li data-start="2467" data-end="2493">Custom checkout fields</li>
<li data-start="2494" data-end="2539">Product metadata (SKUs, Prices, Categories)</li>
</ul>
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<h3 data-start="2546" data-end="2577">Simple setup, full control</h3>
<p data-start="2579" data-end="2727">Get started in minutes. Configure field mappings, set conditions, and monitor logs — all from your WordPress dashboard. No coding required.</p>

WCC MS Dynamic

<p>Seamlessly connect your WooCommerce store with Microsoft Dynamics CRM. Automatically sync orders, customers, and product data to streamline your sales and customer management process.</p>

<p>Stores selling products to B2B and B2C customers must often adjust product prices and catalog visibility for different user roles. However, before that, they must assign user roles to hundreds and thousands of customers. This extension allows you to display a user role dropdown on the registration page to allow customers to choose their role. Previously registered customers can change their user role from the “My Account” page.</p>
<p>You can display selected user roles in the dropdown, enable manual approval for specific user roles, and leave the rest for auto-approval.</p>
<div class="woo-sc-box normal">If you want to add custom registration fields and user roles dropdown along with approve new user, please buy our <a href="https://woocommerce.com/products/custom-user-registration-fields-for-woocommerce/">Custom Registration Fields Extension</a></div>
<h3 id="item-description__main-features-included-in-choose-user-roles-plugin"><strong>Features</strong></h3>
<ul>
<li>Display a user role dropdown on the registration and checkout page (account creation section).</li>
<li>Display selected user roles in the dropdown.</li>
<li>Option to auto-approve and manually approve user roles.</li>
<li>Allow/disallow customers to request a user role from my account page.</li>
<li>Email notifications for admins and customers.</li>
<li>Display custom messages to notify users about user role status on the My Account page.</li>
<li>Customize field label.</li>
<li>Works for both WordPress and WooCommerce registration forms.</li>
</ul>
<p><img class="alignnone size-full wp-image-6334824" src="https://woocommerce.com/wp-content/uploads/2020/08/User-Roles-Dropdown-on-WooCommerce-Registration-Form.png" alt="User Roles Dropdown on WooCommerce Registration Form" width="870" height="559" /></p>
<h3><strong>Display selected user roles in dropdown:</strong></h3>
<p>Instead of showing all user roles, this extension enables you to show only relevant user roles in the dropdown and keep VIP user roles at the admin’s disposal, to assign from the backend as they see fit.</p>
<p><img class="alignnone size-full wp-image-6334853" src="https://woocommerce.com/wp-content/uploads/2020/08/Display-selected-user-role-in-dropdown-1.png" alt="Display selected user role in dropdown" width="855" height="901" /></p>
<h3><strong>Manual and auto-approval: </strong></h3>
<p>You can enable manual approval for specific user roles and keep the rest on auto-approval. This feature allows you to validate customers before they can enjoy the benefits of special user roles. The customer will be able to login and will be assigned the default user role until the new user role request is approved.</p>
<p><img class="alignnone size-full wp-image-6334860" src="https://woocommerce.com/wp-content/uploads/2020/08/Select-User-Role-for-manual-and-auto-approval.png" alt="Select User Role for manual and auto approval" width="798" height="413" /></p>
<h3>Add dropdown to My Account page</h3>
<p>This plugin allows you to display the same user roles dropdown on the My Account page. This is completely optional, given that you may not want to give your user the option of changing their role once it has been assigned.</p>
<p><img class="alignnone size-full wp-image-6334868" src="https://woocommerce.com/wp-content/uploads/2020/08/User-role-dropdown-in-my-account-page-woocommerce.png" alt="User role dropdown in my account page woocommerce" width="856" height="956" /></p>
<h3>Email and notification settings:</h3>
<p>You can customize the following emails and custom messages displayed on My Account page.</p>
<ul>
<li>Pending and declined status messages display on the My Account page under the user roles dropdown.</li>
<li>Email to admin when a new user registers and requests a user role that requires manual approval.</li>
<li>Email to the customer notifying them that a requested user role is awaiting approval.</li>
<li>Email to the customer when a requested user role is approved.</li>
<li>Email to the customer when a requested user role is declined.</li>
</ul>
<p><img class="alignnone size-full wp-image-6334891" src="https://woocommerce.com/wp-content/uploads/2020/08/Custom-Messages-on-my-account-page.png" alt="Custom Messages on my account page" width="792" height="429" /></p>
<p>You can enable/disable any email.</p>
<p><img class="alignnone size-full wp-image-6334889" src="https://woocommerce.com/wp-content/uploads/2020/08/Email-settings-for-user-roles.png" alt="Email settings for user roles" width="980" height="802" /></p>

Choose User Role at Registration

<p>Add a user role dropdown on the registration form to allow customers select the relevant role during registration.</p>

WCC MS Dynamic vs Choose User Role at Registration