@pagegenius
let me understand your scenario better. You’re using a membership plugin but your members are actually Dynamics 365 users, right? Because that’s the only scenario where ownerid would make sense.
If that’s the case, you can simply create a hidden field and pass ownerid via query string to set the value (that after the submission can be picked up in Dynamics).
If your members are not users but contacts in Dynamics 365 then the easiest way to connect the two will be to use our Premium Business addon. That would associate every member (WordPress user) with a contact in Dynamics 365. Identifying the contact will become as easy as using {{user.contactid}} twig construct in your code.
Thanks
George
Hi George. Thanks for your answer. No, my members are contacts in Dynamics 365, not users.
Knowing that, do you (or anyone else) know of a way to do this quite simple thing using Flow?
Thanks.
Hi @pagegenius
if they are WordPress users and contacts in CRM then our premium plugin would “link” the two. For signed in users you should be able to build hyperlinks that identify the contact inside WordPress (using twig constructs as user object that corresponds to CRM contact, becomes available).
Not sure what Flow has to do with it. You can build a link in Dynamics 365, no problem. Challenge is how would you identify the current contact at run time in WordPress (that’s what our plugin would do)
Thanks
George
Thanks again, George.
If we bought your premium plugin, we could presumably use it to control membership on the site, and therefore stop using a WordPress membership solution. That’s what’s advertised, at any rate.
Assuming this is true, does your premium plugin allow us to store our download files external to our WordPress site, such as on OneDrive, Box, etc.?
And wherever they were stored, would we be able to view stats on how many downloads of a given file, and by whom?
P.S. What’s the minimum plugin I would have to buy for 10,000+ contacts but only 15-20 internal users? The $49 or the $99 / month?
Hi @pagegenius
we have customers using our plugin with and without any membership plugins. That does not affect the functionality. As I mentioned, each WordPress login would have an associated Dynamics 365/CRM contact record that you can use as you see fit.
As far as downloads are concerned, if you can associate downloads with a WordPress user, that should be sufficient to work out which contact has downloaded the file.
The pricing of the plugin does not depend on a number of contacts you have, authentication requires Business addon which is $99/month.
HTH
George
