Gravity Forms Dynamics 365 Add-On for WordPress

Gravity Forms Dynamics CRM Add-On
August 20, 2015 Saint Systems
WordPress Dynamics CRM Integration and WordPress Dynamics 365 Integration

WordPress Dynamics 365 Integration Made Easy

The Gravity Forms Dynamics 365 Add-On for WordPress is the best solution to connect WordPress to Microsoft Dynamics 365 (signup for a free trial of Dynamics 365). Hundreds of companies in more than 23 countries use our WordPress plugin to integrate WordPress with Microsoft Dynamics 365. Send leads, contacts, cases and more from WordPress to Dynamics 365. Easily create leads, contacts and cases in Microsoft Dynamics 365 when a form is submitted on your WordPress website. No need for costly third party services which bring their own set of security concerns. Our WordPress Dynamics 365 plugin communicates directly with your Dynamics instance API using a secure connection over HTTPS using SSL/TLS encryption.

WordPress and Dynamics 365 are trademarks of Automattic and Microsoft, respectively.

  • Works with Dynamics 365 Online or On-Premises
  • Quickly and easily integrate WordPress with Dynamics 365 when a form is submitted.
  • Create a lead in Dynamics 365 when a form is submitted.
  • Create a contact in Dynamics 365 when a form is submitted.
  • Create a case in Dynamics 365 when a form is submitted.
  • Update a lead in Dynamics 365 when a form is submitted.
  • Update a contact in Dynamics 365 when a form is submitted.
  • Choose a Dynamics 365 user as the lead or contact owner.
  • Insert links to Dynamics records into Gravity Forms email notifications.
  • Avoid duplicates by checking for existing leads and contacts by email address.
  • Use Gravity Forms built-in Conditional Logic to only integrate with Dynamics 365 when you want to!
For on-premises instances, Dynamics CRM or Dynamics 365 must be setup as an Internet-Facing Deployment (IFD) with claims-based authentication for external access using ADFS or Active Directory authentication or be accessible from the IP address of your web server. If you would like us to verify compatibility with your instance of Dynamics CRM or Dynamics 365 prior to purchase, please contact us and include the URL of your Dynamics CRM or Dynamics 365 instance.

= 1.7.3

  • Fix: Issue with On-Prem NTLM Auth.

= 1.7.2

  • Fix: PHP 7.x fatal error.
  • Fix: Continue PHP 5.6 support.

= 1.7.1

  • Fix: Do not overwrite existing entity owners.
  • Change: Add option to explicity overwrite existing entity owners, if desired.

= 1.7.0

  • Feature: Change to support dynamic case feed title.
  • Fix: Add return types to prevent PHP 8.2 deprecation warnings. Remove auto-property.
  • Bump minimum required PHP version to 7.0.
  • Bump minimum required WP version to 5.6.
  • Tested up to WP 6.4.1.

= 1.6.31

  • Add filter to allow overriding ADFS URL.

= 1.6.30

  • Fix attachment uploads.

= 1.6.29

  • Fix PHP deprecation warnings.
  • Fix to check for array key before comparison to prevent PHP warning.

= 1.6.28

  • Fix to return empty tenant id for on-premises instances.

= 1.6.27

  • Fix entity metadata retrieval for on-premises customers.
  • Fix radio button inputs when syncing optionset values from Dynamics.
  • Fix PHP warning on required param before optional param.

= 1.6.26

  • Fix NTLM requests for Dynamics on-premises customers.

= 1.6.25

  • Fix for update check.

= 1.6.24

  • Fix for feed attachments.
  • Updated EDD_SL_Plugin_Updater to fix automatic plugin updates.

= 1.6.23

  • Fix for background processing.

= 1.6.22

  • Fix bug with erroneous access token error message for on-premises customers.

= 1.6.21

  • Fix bug preventing conditional logic from showing.

= 1.6.20

  • Fix "Send to Dynamics" link when background processing is enabled.

= 1.6.19

  • Fix issue with Decimal and Money datatype conversion.

= 1.6.18

  • Fix issue with erroneous emails being sent about expired access tokens.

= 1.6.17

  • Fix issue with cached access token preventing refresh of access token.
  • Fix log level in logging call.

= 1.6.16

  • Fix javascript bug when populating fields from Dynamics to always show values for field.

= 1.6.15

  • Fix refresh token retrieval schedule.
  • Additional logging when refreshing access token.

= 1.6.14

  • Log errors received from oauth token endpoint.
  • Ensure Authorization Code oauth grant type refreshes access token, even if token is cached.

= 1.6.13

  • Fix bug when creating new feeds.

= 1.6.12

  • Fix critical error accessing feed settings when api not initialized.

= 1.6.11

  • Reduce http calls and memory usage.
  • Cache and return access token when still valid.
  • More responsive plugin settings UI and dynamics url validation.

= 1.6.10

  • Additional logging and fix settings retrieval bug.

= 1.6.9

  • Fix call to get_entity_schema_name if api not initialized.

= 1.6.8

  • Wrap process_dynamics_feed in try/catch and send_error_email.

= 1.6.7

  • Small fixes for UI display.
  • Clear credentials, entity metadata and tenant ID if dynamics url is changed.
  • Fix error log variable to use string instead of response array.

= 1.6.6

  • PHP 8 fix for str_contains.

= 1.6.5

  • Fix for custom entity/field navigation property names.

= 1.6.4

  • Fix contact/case feeds required fields issue.

= 1.6.3

  • Fix for on-premises auth.

= 1.6.2

  • Fix for company/account lookup fields being required when checkbox not checked.
  • Performance fix to prevent retrieving entity metadata when already cached.

= 1.6.1

  • Fix for on-premises auth.

= 1.6.0

  • Add support for additional built-in entities including custom entities.
  • Add support for importing values from Dynamics OptionSets into GF fields.

= 1.5.9

  • Gravity Forms 2.5 compatibility.

= 1.5.8

  • Fix bug when saving case feed and no Company/Account lookup settings provided.

= 1.5.7

  • Fix bug when saving contact feed and no Company/Account lookup settings provided.

= 1.5.6

  • Fix bug for case attachment processing.
  • Fix bug when multiple attachments are mapped, but only one is submitted by the user.
  • Add support for sending GFSignature fields as attachments to Dynamics.
  • Update to not delete local WP versions of GF file uploads by default.

= 1.5.5

  • Fix bug when retrieving attribute type value.

= 1.5.4

  • Fix attachment processing for ssl verification.
  • Fix case "View in Dynamics" links

= 1.5.3

  • Add ability to send entries to Dynamics that may not have made it for some reason due to Dynamics outage or other transient error.

= 1.5.2

  • Fix to attachment/note feed for contact and case feeds.

= 1.5.1

  • Fix to retrieve user localized field labels from Dynamics.
  • Fix to order system user list alphabetically.

= 1.5.0

  • Add support for OAuth 2 Resource Owner Password Grant Type.
  • Add support for lookup/creation of Account on contact feed.
  • Add support for background processing.
  • Add support for display of Dynamics Entity ID in entry list and link to record in Dynamics for easier troubleshooting.
  • Fix single quote issue on lookup of lead, contact, acount and case.
  • Fix foreach warning.

= 1.4.6

  • Fix array initialize syntax for PHP versions < 5.4
  • Add support for Uniqueidentifier, Lookup and Owner field types to contact and case feeds

= 1.4.5

  • Add support for Uniqueidentifier, Lookup and Owner field types
  • Add back custom key support.

= 1.4.4

  • Fix disabling feed not working.

= 1.4.3

  • Fix for optional files/attachments.

= 1.4.2

  • Fix issue with initialize_api method to ensure dynamics url has been provided.

= 1.4.1

  • Fix issue with owner not properly reassigned.

= 1.4.0

  • Added support for cases
  • Added support for attachments
  • Added background processing of feeds for faster form submissions
  • Added explicit refreshing of Dynamics CRM Metadata cache
  • Improved handling of Authentication disconnect and email notification

= 1.3.12

  • Added admin_email technical email and background job to refresh access token every hour and notify admin_email if connection has been lost (token cannot be refreshed).

= 1.3.11

  • Fix for api args to append to query or body depending on http method
  • Fix call to $e->getMessage()

= 1.3.10

  • New fix for http_build_query error message

= 1.3.9

  • Small fix for http_build_query error message

= 1.3.8

  • Added support for ActiveDirectory (NTLM) Authentication.
  • Fix issue with lead/contact owner select box width.

= 1.3.7

  • Fix for ADFS authentication.
  • Fix to retrieve all SystemUsers.

= 1.3.6

  • Change to allow non-licensed users to be selected as lead/case owners.
  • Changes to support upcoming case support.

= 1.3.5

  • Small fix to array access after method calls for issues on some hosts and PHP versions.

= 1.3.4

  • Small fix to cURL compatibility check.

= 1.3.3

  • Fix small display issue with license key valid checkmark on plugin settings page.

= 1.3.2

  • Added check for PHP cURL extension and version and associated admin notices.
  • Cleaned up script and styles loading.
  • Added additional logging to ADFS Auth client.

= 1.3.1

  • Squashed bugs related to license validation and on-premises ADFS authentication.

= 1.3.0

  • Added support for on-premises Dynamics CRM using ADFS
  • Added license activation/deactivation and check buttons to allow explicit activation/deactivate and license check
  • Added validation for Gravity Forms minimum version, WordPress minimum version and PHP minimum version
  • Cleaned up admin area to simplify UI
  • General code cleanup

= 1.2.0

  • Added merge tags for insert into Gravity Forms email notifications.
  • Default lead/contact owner to authenticated user if none selected.
  • Fixed OptionSet field types for contact feed.
  • Fix issues for some clients on older versions of PHP 5.4 and 5.3

= 1.1.2

  • Additional logging and fix to reduce size of SystemUserSet response.

= 1.1.1

  • Added additional logging for debug purposes.

= 1.1.0

  • Support for custom fields.
  • Support for Picklist fields such as Lead Source.
  • Updated to retrieve live entity metadata (entity fields) from Dynamics API.
  • Removed Azure AD Domain (no longer needed).

1.0.0

  • Initial release.
  • Create or update leads.
  • Create or update contacts.
  • Prevent duplicate leads by email.
  • Prevent duplicate contacts by email.

Choose Your License:

Pay Yearly and Save 40%

Enterprise

$499/ year*

Use on up to 25 WordPress Sites
1 Year of Support & Updates
Priority Email Support
Professional

$199/ year*

Use on 1 WordPress Site
1 Year Support & Updates
Priority Email Support
Business

$299/ year*

Use on up to 5 WordPress Sites
1 Year Support & Updates
Priority Email Support
* Prices listed are in USD. Prices are for a 12 month term only. You may cancel your subscription at any time. Active subscription license required for continued software updates and support access. All purchases are subject to our terms and condition of use.

Pay Month-to-Month

Enterprise

$79/ month*

Use on up to 25 WordPress Sites
1 Month Support & Updates
Priority Email Support
Professional

$29/ month*

Use on 1 WordPress Site
1 Month Support & Updates
Basic Email Support
Business

$49/ month*

Use on up to 5 WordPress Sites
1 Month Support & Updates
Priority Email Support
* Prices listed are in USD. Prices are for a 1 month term only. You may cancel your subscription at any time. Active subscription license required for continued software updates and support access. All purchases are subject to our terms and condition of use.

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Reviews

  • Excellent Support!

    The Support is excellent. Adam at Saint Systems quickly resolved our issues in one support-chat. He also directed me to the relevant documentation pages, which I’ve bookmarked, just in case I needed to do similar amendments in future.

    Support is 5-star!

    Thank you for your feedback.

    702 of 1330 people found this review helpful.

  • Powerful Plugin

    A powerful plugin to integrate WordPress with Microsoft Dynamics CRM. This plugin allowed us to easily setup a webform on our WordPress website to capture leads in Dynamics 365. Simple and easy-to-use!

    684 of 1311 people found this review helpful.

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