Dynamics 365 Integration

Description

This plugin directly connects WordPress and Microsoft Dynamics 365 or Dynamics CRM, creating powerful portal solutions for your business.

Features:

  • Support for Dynamics 365 Online, Dynamics 365 On-Premises, and Dynamics CRM 2011, 2013, 2015, and 2016.
  • Design forms in the Dynamics 365 / CRM and insert them on your site with a form shortcode.
  • Write data from the forms directly to Dynamics 365 / CRM.
  • Collect leads, contact requests, support queries and much more without any coding.
  • Display records using Dynamics 365 / CRM views with a shortcode. Give your customers direct access to product catalogs, event lists, knowledge base articles.
  • Bind WordPress posts and pages to Dynamics 365 / CRM records. Build a customized record view in WordPress like product information sheets
  • Support for entity images and attached images with dynamic resizing and caching.
  • Extensible through WordPress actions and filters.

Minimum PHP version

This plugin requires at least PHP 5.4. Versions 5.6 or 7.x are expected to have full compatibility.

WARNING

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 free trial of Dynamics 365.

Documentation

Plugin documentation is available at docs.alexacrm.com/wpcrm/.

Reporting issues

Development of this plugin takes place at the GitHub repository. Please address all questions and issues there.

Installation

Installing Dynamics 365 Integration is just like any other WordPress plugin:

  • Inside of your WordPress dashboard navigate to your WordPress Plugins page
  • In the search field enter Dynamics CRM or Dynamics 365, then click Search Plugins, or press Enter.
  • Select Dynamics 365 Integration and click Install Now.
  • Once installed, click Activate.
  • Navigate to Admin > Dynamics CRM page to enter your Dynamics 365 / CRM connection details.

FAQ

Installation Instructions

Installing Dynamics 365 Integration is just like any other WordPress plugin:

  • Inside of your WordPress dashboard navigate to your WordPress Plugins page
  • In the search field enter Dynamics CRM or Dynamics 365, then click Search Plugins, or press Enter.
  • Select Dynamics 365 Integration and click Install Now.
  • Once installed, click Activate.
  • Navigate to Admin > Dynamics CRM page to enter your Dynamics 365 / CRM connection details.

Reviews

Life Saving Plugin!

I’m currently building a site that needs Microsoft Dynamics CRM integration. Having never used Microsoft Dynamics until now, and having little experience working with web APIs in general, when I took a look at what needed to be done in order to get a simple integration going, I figured this was going to be an extreme challenge.

Then I found this plugin and I am so happy! After a few minutes of using the plugin, I was easily sending data back and forth between my site and the CRM, and it actually helped me understand the CMS better than reading Microsoft’s documentation. Not only that, but I had a few questions for the plugin support team, and the support I got was prompt and extremely helpful.

This is a powerful and easy to use plugin, backed by an awesome support team. I cannot recommend it enough!

Excellent Solution and Support!!

We recently came across this plugin while trying to figure out a solution for our CRM integration to WP. This plugin does everything we expected and then some!!! We had a few problems in the beginning with configurations but the support team was more then willing to take the time to understand the problem, help resolve them quickly, and even help us understand more. These guys are amazing!!!

Amazing solution and great support!!

This is an amazing solution. As a property listing agent (serviced apartments) we are now able to display on our website, either to the general public or via a login, any CRM information we require including photos.

George and his team have been extremely supportive throughout the setup of the solution (which was in it’s earlier stages when we first starting using it). I have no doubt that their team will continue to have great support to new customers.. which is essential if you are quite dependant on the solution like we are.

Awesome plugin – a must have

The Dynamics CRM Integration plugin has been an awesome addition to our website / CRM platform.

Gone are the days of manually adding contacts or leads into our CRM database from our website as now it is automatically done via this plugin. Any information we need captured and entered in CRM can be done. Further, we have set that an automatic email is sent to our business when this occurs.

We have found the support and customer service to be top notch and the team get back to you promptly if you have any issues or need any help.

This is a definite must have for any business who is using a wordpress website and Microsoft Dynamics CRM.

If you require any further information, please do not hesitate to contact me.

Something we had been waiting for… for years!

AlexaCRM is a dream come true: a fantastic easy-to-configure, zero-programming solution to integrate WordPress websites with ANY Microsoft Dynamics CRM entity (including notes, allowing easy setup of uploading of documents.

We could prototype a site to manage student applications in just a few hours… and not a single line of code. We had done something similar 6 years ago, which took weeks… and tons of .NET code.

Those guys really know what they’re doing, and their technical support is highly commendable, and makes up for the sometimes incomplete documentation (although they are working on it).

Kudos to George and the whole team!

Ricardo

Read all 5 reviews

Contributors & Developers

“Dynamics 365 Integration” is open source software. The following people have contributed to this plugin.

Contributors

Changelog

1.2.6.1

  • Fixed: destroy entity binding config if no entity selected
  • Fixed: don’t retrieve the bound record if no action required upon 404
  • Fixed: get_post() may return null if entity binding is requested during WordPress start-up (404 check)

1.2.6

  • Append form attachment to the current form record if it’s an annotation
  • Fixed: redirect_url in forms should refresh the page if the value is “.”

1.2.5

  • Allow to set currentrecord as default form values
  • Storage directory moved to the WordPress uploads directory
  • Fixed: Twig would not work on WPEngine due to caching issues

1.2.4

  • Allow downloading CRM attachments (+ Twig function to generate an URL)
  • Fixed: downloaded log file/archive would contain quotes in Firefox
  • Fixed: catch exceptions during Twig form submissions and surface error messages
  • Fixed: null-point reference if a post doesn’t exist during binding 404 check

1.2.3.1

  • Fixed: CRM errors would not be displayed after a failed form submission

1.2.3

  • Allow post-submit Twig form actions for extensibility
  • Fixed: setting a lookup value in a form could trigger a screen of death on submit

1.2.2

  • Form captcha is now not shown to authenticated users
  • Enabled Twig cache (may be disabled by setting WORDPRESSCRM_TWIG_CACHE_DISABLE constant to true)
  • Allow creating custom Twig forms without a corresponding CRM form

1.2.1

  • Add support for nested shortcodes in Twig templates
  • DB migration is only run during plugin activation/upgrade
  • Disable Twig form controls if they are not allowed for create/edit in metadata
  • WordPress CA is supplied to cURL to avoid potential problems with broken system CA
  • Fixed lookup submission in Twig forms
  • Fixed paths in the log export ZIP

1.2.0.1

  • Fixed default lookup values for the form shortcode
  • Composer is now used to autoload plugin files

1.2

  • New: Universal Twig templating engine that allows views, forms, fetchxml queries and more in one shortcode
  • Download log files in the About section
  • Proper 404 errors on bound pages

1.1.32.9

  • Fixed: POST request shouldn’t trigger form verification if no form data received

1.1.32.8

  • Fixed: fatal errors when generation GUIDs in some situations

1.1.32.7

  • Fixed: plugin could disconnect from CRM when initializing

1.1.32.6

  • Fixed: issue when connecting to Dynamics 365 Online cannot be established from some geographical locations

1.1.32.5

  • Fixed: default values containing dots would not be rendered

1.1.32.4

  • Fixed: prevent fatal crashes if environment doesn’t meet dependency requirements

1.1.32.3

  • Fixed: fatal crash if the /storage directory is not writable
  • Fixed: form submissions with empty attachment field

1.1.32.2

  • Fixed: display boolean controls in forms correctly
  • Fixed: notifications in admin UI would not be displayed

1.1.32.1

  • A more detailed message displayed if form submission has failed
  • Fixed: incompatibility with some plugins (session already started)

1.1.32

  • Decreased plugin size
  • Added links to documentation on the configuration pages
  • Misc internal fixes and optimizations

1.1.31

  • Stability improvements and better error reporting

1.1.30

  • Stability improvements and better error reporting

1.1.29

  • Fixed: format readonly date-time fields in forms appropriately
  • Fixed: plugin would break WP-CLI
  • Internal: Monolog used as logging facility

1.1.28

  • Show date-time fields in forms according to WordPress date format settings
  • Fixed: Post editing UI crashes when plugin is not connected

1.1.27

  • Sort entities alphabetically in data-binding UI
  • Performance improvements in forms with lookupviews

1.1.26

  • Update the JS resources
  • Support for deprecated uitypes in view lookups

1.1.25

  • Plugin compatible with WordPress 4.7
  • Enhanced page-CRM record binding
  • Code clean-up and optimization
  • Entity display names in the Lookup Dialog
  • Fixed: custom view/form template paths

1.1.24

  • Allow customizing the error message if WordPress is not connected to the CRM.
  • Fixed: Pagination links in views.
  • Fixed: WordPress 4.4 is now marked as compatible with the plugin.
  • Fixed: Fatal crash when connecting to CRM.

1.1.23

  • Added Shortcode Wizard to quickly generate shortcodes (View and Field supported)
  • Internal: code clean-up, Composer introduced to manage dependencies

1.1.22

  • Add pagination for views.
  • Allow specifying a target DOM selector for form messages.
  • Fixed: Fatal crash on environments with PHP < 5.4.

1.1.21

  • Added logging.
  • Fixed: boolean fields in forms.
  • Fixed: consistent form shortcode attributes.

1.1.20

  • Dynamics CRM Online in the Canada region is now supported.

1.1.19

  • Fixed: Proper handling of invalid certificate errors.
  • Added a control to allow ignoring invalid SSL certificates.

1.1.18

  • Fixed: Self-signed certificate would not allow to connect
  • Fixed: Cache purging for some caching engines
  • Fixed: Forms didn’t have a nonce

1.1.17

  • Fixed: Back-end validation would not have error messages styled correctly
  • Fixed: Front-end form validator would allow emails like <example@contoso>
  • Field shortcode is now not wrapped in a paragraph by default
  • Fixed: first row in the view would not be linked to a data-bound page in certain scenarios

1.1.16

  • Fixed: misleading message regarding inline views
  • Fixed: cell width would not be set correctly for linked record fields in views
  • Internal: data-binding refactoring

1.1.15

  • Performance optimizations for data-bound posts and pages
  • View shortcode now honors CRM View column widths in layout mode
  • Fixed: Lookup Dialog would crash on some entities due to inconsistencies in Dynamics CRM metadata

1.1.14

  • Hotfix: Remove debugging statements that were left out in the previous release
  • No other changes in this release were made

1.1.13

  • Form templates are now more compatible with Bootstrap 3 and 4
  • Fixed: wrong front-end validation settings which could break validation process

1.1.12

  • Lookup Dialog performance is increased through caching
  • Fixed: View field of type State would not be rendered
  • Fixed: Form validation messages would not honor Bootstrap styles

1.1.11

  • Form shortcode now renders a cleaner output
  • Make forms and views more compatible with Bootstrap styles
  • Make View and Form shortcodes more extensible
  • Fixed: run migrations only once

1.1.10

  • Fix the broken lookup dialog (wouldn’t work on most installs)

1.1.9

  • CRM Online is set to be the default connection option
  • Fixed: Settings link in the Plugins screen led to the wrong page
  • Fixed: Default form templates wouldn’t work if installed on a case-sensitive file system
  • Fixed (upstream CRM Toolkit): Couldn’t connect to CRM if password contained special XML characters

1.1.8

  • Text domain is updated to support WordPress translations service

1.1.7

  • Search in Lookup Dialog using like operator
  • Fix record order in Lookup Dialog

1.1.6

  • Fixed 404 behaviour for data-bound pages
  • Improved view shortcode performance
  • Internal: inline documentation, better support for non-standard WP setups

1.1.5

  • Display organization name in the plugin connection status bar
  • Internal: more strings available for translation

1.1.4

  • Use jQuery.validate for form validation
  • Internal: make About tab extensible
  • Internal: plugin building enhancements

1.1.3

  • Annotation images caching and resizing
  • Enhancements in the admin section
  • Internal: automated plugin build process

1.1.2

  • Entity metadata is now cached persistently
  • Fixed translations