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Gravity Forms + Dynamics 365 + Dataverse

Gravity Forms Dynamics 365 Add-On for WordPress

WordPress Dynamics 365 Integration Made Easy

Send Gravity Forms submissions to Microsoft Dynamics 365 and Dataverse as leads, contacts, opportunities or any entity, without writing code.

  • No coding required
  • Dynamics 365 Online or on-premises
  • Built by a Microsoft Partner
  • U.S.-based support
Choose Your LicenseSee how it works

From $199/year. Save 46% with yearly billing. 30-day refund on new licenses.

Used by companies in more than 23 countries

  • And hundreds more in 23+ countries

Gravity Forms Dynamics 365by Saint Systems

The Gravity Forms Dynamics 365 Add-On for WordPress sends Gravity Forms submissions to Microsoft Dynamics 365 and Dataverse as leads, contacts, cases or any other entity. Hundreds of companies in more than 23 countries use it to connect WordPress to Dynamics 365.

The plugin talks to your Dynamics API directly over HTTPS, so your form data never passes through a third-party service.

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

Everything you need to connect forms to Dynamics 365

Built only for Gravity Forms and Dynamics 365, so each feature fits that workflow.

  • Map to any entity

    Create records in any standard or custom Dynamics 365 or Dataverse entity, including leads, contacts, accounts and opportunities. Lookups, option sets and multi-select picklists are supported.

  • OAuth 2.0 authentication

    Connect with the Authorization Code flow, or use the Client Credentials grant for server-to-server production setups that need no user sign-in.

  • Related records

    Set the source campaign and add new records to marketing lists by picking them by name in the feed. Fill a drop-down with accounts or other records so visitors choose one.

  • Conditional logic

    Use Gravity Forms conditional logic to decide when a submission goes to Dynamics, or route submissions to different entities based on what the visitor entered.

  • Option sets and picklists

    Fill drop-downs, radio buttons and checkboxes with the choices from a Dynamics picklist, option set or yes/no column, and keep them in sync when the choices change in Dynamics.

  • Resend entries

    See which entries reached Dynamics and send the rest again, one at a time or in bulk. Entries already in Dynamics are skipped, so resending never creates duplicates.

Get started in minutes

Three steps from install to records in Dynamics.

  1. Step 1

    Install and connect

    Upload the plugin, enter your Dynamics 365 or Dataverse URL and sign in with OAuth.

  2. Step 2

    Map your fields

    Choose the Dynamics entity to create and map each form field to an entity column.

  3. Step 3

    Start collecting

    Each form submission creates or updates the record in Dynamics 365 as soon as it arrives.

Connect with OAuth 2.0

Enter your Dynamics 365 or Dataverse URL, choose an authentication method and connect. Authorization Code, Client Credentials and Resource Owner grants are supported.

  • The plugin confirms your Dynamics URL before you connect
  • Client Credentials grant for server-to-server automation
  • Works with Dynamics 365 Online and on-premises (IFD)

Map fields without code

Map Gravity Forms fields to Dynamics 365 columns with dropdowns, and see which form field feeds each column. Create records in any standard or custom entity.

  • Check for existing records before creating a new one
  • Update existing records or create new ones
  • Assign record owners and set lookup values
  • Leads
  • Contacts
  • Accounts
  • Opportunities
  • Cases
  • Tasks
  • Appointments
  • Campaigns
  • Marketing lists
  • Custom entities
  • Activities
  • Notes

Fill form fields from Dynamics

Check Populate from Dynamics on a drop-down, radio or checkbox field and pick the column. The plugin loads each choice's label and value from Dynamics, so you never look up option numbers or record IDs.

  • Picklists, option sets and yes/no columns
  • Records such as accounts or campaigns, stored by ID
  • Keep choices in sync when they change in Dynamics

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!

What customers say

  • “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!”
    Brian TeagueCo-founder, Pocketstop
  • “We’ve been using this plugin since beta and it has been invaluable. Our sales team instantaneously receives information about potential customers interacting with our site. The plugin is easy to setup and use. The support staff at Saint Systems has been great and very responsive.”
    David KernVerified customer
  • “Excellent support. The team at Saint Systems quickly resolved our issues in one support chat. They also directed me to the relevant documentation pages. Support is 5-star!”
    Kev XaveusVerified customer

Choose Your License:

Pay yearly and save 46%

Professional

Popular

$199/ year*

Save $149 a year vs. monthly

  • Use on 1 WordPress Site
  • 1 Year Support & Updates
  • Priority Email Support
Buy now

Business

$299/ year*

Save $289 a year vs. monthly

  • Use on up to 5 WordPress Sites
  • 1 Year Support & Updates
  • Priority Email Support
Buy now

Enterprise

$499/ year*

Save $449 a year vs. monthly

  • Use on up to 25 WordPress Sites
  • 1 Year of Support & Updates
  • Priority Email Support
Buy now

* 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

Professional

Popular

$29/ month*

  • Use on 1 WordPress Site
  • 1 Month Support & Updates
  • Basic Email Support
Buy now

Business

$49/ month*

  • Use on up to 5 WordPress Sites
  • 1 Month Support & Updates
  • Priority Email Support
Buy now

Enterprise

$79/ month*

  • Use on up to 25 WordPress Sites
  • 1 Month Support & Updates
  • Priority Email Support
Buy now

* 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.

System Requirements

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.

Current Version v1.16.4

Change Log

Show Change Log

1.16.4

  • Fix: prevent fatal error on settings page when Dynamics version lookup fails

1.16.3

  • Fix: create Contact when Company has no matching Account

1.16.2

  • Fix: cache and trim Dynamics fetches on the feed settings screen

1.16.1

  • Fix: strip release-please version annotations from distributed plugin zip

1.16.0

  • Feature: encrypt stored Dynamics credentials, stop rendering and logging secrets

1.15.2

  • Fix: strip price from product fields and coerce numeric types correctly, closes #4462

1.15.1

  • Fix: normalize date-only fields correctly for Edm.Date Dynamics fields

1.15.0

  • Feature: add Campaign Association, Marketing List Membership, and Multi-Feed Coordination

1.14.0

  • Feature: add Send to Dynamics bulk action and fix single-entry resend handler

1.13.0

  • Feature: add Test Connection button and fix unsaved changes prompt on settings page

1.12.0

  • Feature: EntityImage (Edm.Binary) support, attachment tooltip fix, and release workflow improvement

1.11.0

  • Feature: normalize date values to ISO 8601 and fix release-please readme sync

1.10.0

  • Feature: add generic Dynamics Lookup field for populating form dropdowns from D365 records

1.9.3

  • Fix: route Owner fields through get_user_entity() to prevent empty OData bind entity set name

1.9.2

  • prevent separator options from conflicting with None selection
  • use native optgroup for Users/Teams separators in owner dropdown

1.9.1

  • Fix: filter out auto-generated access team templates from owner dropdown

1.9.0

  • Feature: add support for assigning entity ownership to Dynamics 365 teams

1.8.6

  • Fix: prevent fatal error when saving settings without loaded metadata

1.8.5

  • Fix: correct lookup field filter query formatting for OData API

1.8.4

  • Fix: add required WordPress.org readme fields (Requires PHP, License)
  • Fix: resolve YAML syntax error in update-versions workflow

1.8.3

  • Fix: PHP 8.1 deprecation warnings and add automated release workflow
  • Fix: YAML syntax error in update-versions workflow

1.8.2

  • Fix: Defensive checks and logging on retrieving optionset values.

1.8.1

  • Fix: Only show attachment fields if fileupload or signature field on form.

1.8.0

  • Fix: Issue with dynamic_field_map, switch to generic_map.
  • Tested up to GF 2.9.5
  • Tested up to WP 6.7.2

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.

Frequently Asked Questions

What does the Gravity Forms Dynamics 365 Add-On do?

The Gravity Forms Dynamics 365 Add-On for WordPress connects Gravity Forms submissions directly to Microsoft Dynamics 365 or Dynamics CRM, creating or updating leads, contacts, and cases each time a form is submitted, without a separate integration service in between.

Does the Gravity Forms Dynamics 365 Add-On work with Dynamics 365 Online, or only on-premises?

The Gravity Forms Dynamics 365 Add-On supports both Microsoft Dynamics 365 Online and on-premises deployments; for on-premises installs it connects through an Internet-Facing Deployment (IFD) with claims-based authentication, or directly when the WordPress server can reach the Dynamics server.

Can I map Gravity Forms fields to Dynamics 365 fields without writing code?

Yes. The Gravity Forms Dynamics 365 Add-On maps form fields to Dynamics 365 fields through a point-and-click feed configuration screen in the WordPress admin, with no custom code required, including support for Dynamics Picklist and OptionSet fields, which don't map like plain text fields.

Does the Gravity Forms Dynamics 365 Add-On support older Dynamics CRM versions?

The Gravity Forms Dynamics 365 Add-On supports Microsoft Dynamics CRM 2011, 2013, 2015, and 2016 in addition to current Dynamics 365, so organizations that haven't yet migrated to Dynamics 365 can still connect Gravity Forms to their CRM.

What can the Gravity Forms Dynamics 365 Add-On create or update in Dynamics?

The Gravity Forms Dynamics 365 Add-On can create and update leads, contacts, cases and any other standard or custom entity in Dynamics 365 or Dataverse from a Gravity Forms submission. It can check for an existing record first to avoid duplicates, set lookups such as the source campaign, and add new records to marketing lists.

Is the Gravity Forms Dynamics 365 Add-On the same plugin as "WP Gravity Forms Dynamics CRM" on WordPress.org?

No. The Gravity Forms Dynamics 365 Add-On is a Saint Systems product sold at saintsystems.com; the free WordPress.org plugin "WP Gravity Forms Dynamics CRM" (gf-dynamics-crm) is a separate product built by CRM Perks, not by Saint Systems, and the two are not interchangeable despite the similar name.

Is there a free version of the Gravity Forms Dynamics 365 Add-On?

No. The Gravity Forms Dynamics 365 Add-On is sold as a paid plugin only, licensed in three tiers that differ by number of licensed sites and support level; there is no free tier or trial version.

What do I need to run the Gravity Forms Dynamics 365 Add-On?

The Gravity Forms Dynamics 365 Add-On requires WordPress 5.6 or later, Gravity Forms 2.5 or later at any Gravity Forms license level, PHP 7.0 or later, and a Microsoft Dynamics 365 or Dynamics CRM instance to connect to.

Ready to connect WordPress to Dynamics 365?

Hundreds of companies already send their Gravity Forms entries to Dynamics 365 with this add-on. New licenses come with a 30-day refund.

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