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Dynamics CRM Integration

The easiest way to connect Dynamics CRM with WordPress.

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

Features:

  • Support for CRM Online and CRM On-Premises 2011, 2013, 2015, 2016.
  • Design forms in the CRM and insert them on your site with a form shortcode.
  • Write data from the forms directly to Dynamics CRM.
  • Collect leads, contact requests, support queries and much more without any coding.
  • Display records using Dynamics 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 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 CRM Online or Dynamics CRM On-Premises with IFD (Internet Facing Deployment) is required. Without an instance of Dynamics 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 CRM.

Reporting issues

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

Author AlexaCRM
Profile
Contributors alexacrm, georgedude, wizardist
Tags contact form, CRM, dynamics 365, dynamics crm, form, integration, leads, Membership, portal, shortcode
  1. Upload the plugin files to the /wp-content/plugins/integration-dynamics directory, or install the plugin through the WordPress plugins screen directly.
  2. Activate the plugin through the 'Plugins' screen in WordPress
  3. Use the Admin->Dynamics CRM screen to configure the plugin

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
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Version 1.1.28

Requires WordPress version: 4.4 or higher

Compatible up to: 4.7.2

Last Updated 13 Feb 2017

Date Added: 30 Sep 2016

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