Dataverse Integration

Description

This plugin directly connects WordPress with Dataverse (formerly Common Data Service), Dynamics 365 / CRM, creating powerful portal solutions for your business.

Dataverse (formerly Common Data Service) lets you securely store and manage data that’s used by business applications. Data from your Dynamics 365 applications is also stored within the Dataverse allowing you to quickly build apps which leverage your Dynamics 365 data and extend your apps using PowerApps.

The plugin extends the Power platform to WordPress and provides full access to the Dataverse data. Written from ground-up, the plugin uses Web API to communicate with Dataverse.

Features

  • 100% Web API-based – future-proof investment.
  • Secure server-to-server authentication. No more usernames or passwords.
  • 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 / CDS / Dynamics 365.
  • Collect leads, contact requests, support queries and much more without any coding.
  • Query Dataverse / Dynamics 365 records using FetchXML language. Give your customers direct access to product catalogs, event lists, knowledge base articles.
  • Create custom layouts for Dataverse / Dynamics 365 data using powerful and flexible Twig template engine. Display data directly from Dataverse / Dynamics 365 without any coding.
  • Bind WordPress posts and pages to Dataverse / Dynamics 365 records. Build a customized record view in WordPress like product information sheets.
  • Extensible through WordPress actions and filters.

Requirements

This plugin requires at PHP 7.4 or greater. cURL extension is recommended.

Documentation

Plugin documentation is available at docs.alexacrm.com/integration-cds/.

Disclaimer

For this plugin to work, access to a working instance of Dynamics 365 Customer Engagement or Dataverse for Apps is required. Without that 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 free trial of Dynamics 365.

Blocks

This plugin provides 1 block.

  • Dataverse Integration

Installation

Installing Dataverse Integration is just like any other WordPress plugin:

  • Navigate to Admin Area / Plugins page
  • In the search field enter Dataverse Integration, then click Search Plugins, or press Enter
  • Select Dataverse Integration and click Install Now
  • Once installed, click Activate
  • Navigate to Dataverse Integration in the Admin Area to proceed to initial configuration.

Initial configuration

To get the plugin up and running you need to specify connection settings on the Connection tab.

You can learn how to get the required credentials, set up initial connection and start building your first portal
in the Getting Started tutorial at docs.alexacrm.com.

Reviews

May 19, 2021
If you need to extend your Power Apps (including Dynamics 365 CE) to an external facing website and you don't have time to learn Power Apps portals or the licensing doesn't quite fit your budget, then the Dataverse Integration is an amazing alternative to enhance your existing WordPress sites. You can easily create views and forms pointing to Dataverse tables and easily allow external stakeholders to create and update data. I would recommend being comfortable using FetchXML (use the XrmToolBox add-on) and get ramped up on Twig (almost identical to Liquid). I had some challenges with some of the popular page-editor plugins (like WPBakery) but if you add your code using an raw HTML element with the [icds_twig][/icds_twig] tags you should be good to go.
Read all 1 review

Contributors & Developers

“Dataverse Integration” is open source software. The following people have contributed to this plugin.

Contributors

Changelog

2.20.1

  • Maintenance release

2.20

  • Allow extending advanced settings in admin area
  • Added automatic error notification for administrators
  • Updated documentation

2.19.1

  • Restored displaying all the entities in the entities list if no filter defined

2.19

  • Maintenance release

2.18.2

  • Fixed custom form submission messages

2.18.1

  • Added multilingual support
  • Added environment validation (PHP version and PHP modules)

2.18

  • Added autocomplete for view (entity, lookups, count, parameters) attributes
  • Added autocomplete for form (lookup_filter, entity, keep, recaptcha) attributes

2.17

  • Add custom WordPress hooks and javascript events to customize form submission process
  • Allow to setup advanced settings via administrative UI
  • Fix whitespace characters rendering in Monaco editor

2.16

  • Add Rest Api endpoint to flush cache separately by type
  • Add option for Monaco editor to show whitespace characters
  • Add forms loading animation on frontend pages
  • Remove preloading any entity metadata by default and allow to specifiy entity metadata to preload
  • Fix wp_cache_delete_group function is not defined in case 3rd party cache plugins not implement it

2.15

  • Maintenance release

2.14

  • Minor bug fixes and improvements

2.13

  • Maintenance release

2.12

  • Added support for WordPress Object Cache
  • Updated Monaco editor
  • Fixed crash in case no cache storage is provided

2.11

  • Maintenance release

2.10

  • No changes in the free plugin

2.9

  • Fixed converting outdated Plain Twig block to Monaco Twig block for the page editor

2.8.2

  • Fixed checking premium license issue

2.8.1

  • Added Monaco Twig block for the page editor
  • Removed Plain Twig block from the page editor

2.8

  • Unified authentication keys format

2.7.1

  • Add logging for missing AUTH_KEY
  • Lower the logging level for missing ICDS_FORM_AUTH_KEY to warning
  • Fix exposing application secret in debug logs

2.7

  • Add multi-select picklist field type support in custom forms

2.6.3

  • Fix dashboard icon url

2.6.2

  • Allow to use custom auth key for credentials encryption
  • Replace plugin icon in the dashboard

2.6.1

  • Added Twig Intl Extension to support related filters

2.6

  • Improve logging system

2.5.1

  • No changes in the free plugin

2.5

  • Added UI to manage webhooks

2.4

  • Enhanced access to annotation files, entity files and images via display/download endpoints
  • Use the EntityReference|json as lookup value in custom forms
  • Custom webhook API for advanced integration scenarios
  • Parameterized redirects in custom forms

2.3.1

  • Fixed: styling for entity and user binding UI
  • Fixed: premium updates and announcements

2.3

Plugin renamed to Dataverse Integration

  • Better indication of progress when configuring connection to Dataverse
  • Support annotation images and files via image_url() and file_url() in Twig
  • Fixed: error message not displayed if an error occurs when configuring connection to Dataverse
  • Fixed: dismissing notifications, alerts not working

2.2

  • Fixed: crash on 32bit systems in Admin UI
  • Fixed: premium solution discovery
  • Fixed: incorrect parsing of some log lines

2.1.1

  • Fixed: crash with some reCAPTCHA configurations
  • Fixed: crash during parsing of some log lines

2.1

  • New: Upload files and images into File / Image columns in Dataverse tables via custom forms
  • New: Surface Dataverse images via Twig (currently, not larger than 16MB)
  • New: Download Dataverse files via Twig (currently, not larger than 16MB)

2.0-beta3

  • Fresh settings UI look
  • Added file upload support in custom forms

2.0-beta1

  • BC: PHP 7.4 or greater is required

1.3-beta1

  • New: Simple Twig block for the Gutenberg editor which helps to avoid templating problems that arise with Custom HTML and Shortcode blocks
  • Fixed: HTML forms with reCAPTCHA enabled could not be submitted

1.2-beta1

  • New: Create HTML forms in Twig and capture leads, feedback and a lot more into your Dataverse / Dynamics 365
  • New: Configure reCAPTCHA and protect your forms from spam
  • Changed: Better log display, debugging details
  • Plugin settings UI changes
  • Performance improvements

1.1.1

  • Internal changes in the plugin with no effect on functionality

1.1

  • Read the last few log records on the Status tab without downloading log files

1.0.1

  • Minor changes to the Admin UI loading procedure

1.0

  • Initial public release