Dynamics 365 Integration
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 7.2.5.
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.
Download & install the zip archive
The plugin package installer can be downloaded from the WP2E project tab called “code”.
1 – Select the version to download if this option is available otherwise the “latest” version of the main plugin will be used.
2 – After downloading the zip archive install the plugin package installer in you local environment and activate the script from the plugin list.
3 – Under the section “Plugins” of the admin dashboard you should see a new “Dependencies & Licenses” link. Follow the instructions from this panel to finalize the installation of the missing dependencies.
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- Give a name to your project
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- Download the Installer Package
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- Install & activate the plugin locally
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- Install the suggested dependencies
Tips: Use the WP2E panel to add/suggest new dependencies to the local installation. Press F5 in the list of dependencies if the changes are not displayed right away.