Gravity Forms Dynamics 365
Install, configure, and extend the Gravity Forms Dynamics 365 Add-On for WordPress.
11 articles
- Changing the entity owner based on custom logicThe Gravity Forms Dynamics CRM Add-On includes great support for sending leads, contacts, cases, and more from WordPress to Dynamics CRM and Dynamics 365.
- Downloading and Installing the Gravity Forms Dynamics CRM Add-OnThis article will walk you through the downloading and installing the Gravity Forms Dynamics CRM Add-On for WordPress.
- FAQ: Why isn't your plugin listed on the Gravity Forms Add-On page?Rocket Genius, the developer of Gravity Forms, also develops some add-ons that are available to customers based on license level.
- Resend Form Entries to DynamicsLet's face it, problems can happen: temporary network issues, expired access tokens, Azure or Dynamics outages, etc.
- Troubleshooting Connectivity ProblemsEnable logging, generate logs, and review them to troubleshoot connectivity problems between the Gravity Forms Dynamics CRM Add-On and Dynamics.
- Using the Client Credentials Grant with the Gravity Forms Dynamics Add-OnSet up an Azure app registration and a Dynamics application user so the Gravity Forms Dynamics Add-On connects with the Client Credentials OAuth grant.
- Working with Picklist and OptionSet FieldsMap Gravity Forms fields to Dynamics Picklist, OptionSet, and Two Option (Boolean) fields with the Gravity Forms Dynamics CRM Add-On.
- Working with Related EntitiesLink form entries to related Dynamics records, such as a lead's source campaign, with the Dynamics Lookup Field or a hidden GUID field.
- Setting Up the Gravity Forms Dynamics CRM Add-OnAfter you have successfully completed installation of the Gravity Forms Dynamics CRM Add-On, you're ready to begin the initial setup.
- Creating a Feed for the Gravity Forms Dynamics CRM Add-OnNow that you have installed and configured the Gravity Forms Dynamics CRM Add-On, it's time to create a feed.
- Frequently Asked QuestionsThis section contains frequently asked questions about the Gravity Forms Dynamics CRM Add-On.
Start here
Getting Started Guide
Welcome to the Gravity Forms Dynamics CRM Add-On! This guide will help you get started with connecting your Gravity Forms to Microsoft Dynamics 365 CRM.
Quick Start
Follow these steps to get up and running:
1. Installation & Setup
Start by installing and configuring the add-on:
- Downloading and Installing the Gravity Forms Dynamics CRM Add-On
- Setting Up the Gravity Forms Dynamics CRM Add-On
2. Create Your First Feed
Once installed and configured, create your first connection:
3. Advanced Features
Learn how to work with more complex Dynamics CRM features:
4. Troubleshooting
Having issues? Start here:
Advanced Topics
Authentication
- Using the Client Credentials Grant with the Gravity Forms Dynamics Add-On - Learn about advanced authentication options for server-to-server scenarios
Customization
- Changing the Entity Owner Based on Custom Logic - Customize entity ownership using custom code
Management
- Resend Form Entries to Dynamics - Learn how to resend failed or missed form submissions
Frequently Asked Questions
- Frequently Asked Questions - Browse common questions and answers
Still need help?
Can't find what you're looking for? Send us a message and we'll get back to you.