WordPress Dynamics CRM and WordPress Dynamics 365 Integration made easy.
The Gravity Forms Dynamics CRM/Dynamics 365 Add-On for WordPress is the best way to connect WordPress to Dynamics CRM and Dynamics 365. Hundreds of companies in more than 20 countries use our product to send leads, contacts, cases and more from WordPress to Dynamics CRM and Dynamics 365. Easily create leads, contacts and cases in Microsoft Dynamics 365 when a form is submitted. No need for costly third party services which bring their own set of security concerns, our plugin communicates directly with your Dynamics instance API using a secure connection over HTTPS using SSL/TLS encryption.- Works with Dynamics CRM and Dynamics 365 Online or On-Premises
- Quickly and easily integrate with Dynamics CRM/Dynamics 365 when a form is submitted.
- Create a lead in Dynamics CRM and Dynamics 365 when a form is submitted.
- Create a contact in Dynamics CRM and Dynamics 365 when a form is submitted.
- Create a case in Dynamics CRM and Dynamics 365 when a form is submitted.
- Update a lead in Dynamics CRM and Dynamics 365 when a form is submitted.
- Update a contact in Dynamics CRM and Dynamics 365 when a form is submitted.
- Choose a Dynamics CRM and Dynamics 365 user as the lead or contact owner.
- Insert links to CRM 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 CRM and Dynamics 365 when you want to!
- Microsoft Dynamics CRM 2011, 2013, 2015, 2016, Microsoft Dynamics 365 (Online or On-Premises) or later.
- WordPress 3.3 or later.
- Gravity Forms 1.9.10.16 or later (any license level).
= 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.
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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!
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A great tool for our Sales Team!
We’ve been using this plugin since it was in beta and it has been invaluable. We have a large number of forms on our WordPress website that we have integrated with Dynamics CRM and it has helped our sales team instantaneously receive information about potential customers interacting with our site. If they want a catalog, if they have a question, or even register as a member, our team knows about it and can follow-up with them to assist them with their needs.
The plugin is easy to setup and use. Adding feeds to sync with the CRM is seamless. It’s organization is clear–user experience is great.
The support staff at SaintSystems has been great. They are very responsive to any issues that may crop up and are very willing to listen to those of us in the field, who are using their plugin everyday. We have made recommendations for the plugin, based upon our experiences, and they are often incorporated into upcoming releases.
Thank you!
1 of 2 people found this review helpful.
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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!
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