WP Gravity Forms Dynamics CRM vs Dynamics 365 Integration

Gravity Forms Dynamics CRM Add-on automatically sends form submissions to Dynamics CRM Online when someone submits a form. Learn more at crmperks.com Gravity Forms Dynamics CRM Add-on Setup Go to Forms -> Settings -> Dynamics CRM then add new account. Go to Forms -> select any form -> Settings -> Dynamics CRM then create new feed. Map required Dynamics CRM fields to Gravity Forms form fields. Send your test entry to Dynamics CRM. Go to Forms -> select any form -> Settings -> Dynamics CRM Logs and verify previously sent entries. Dynamics CRM On-premises Gravity Forms Dynamics CRM Add-on only supports Microsoft Dynamics CRM Online. Connect Dynamics 365 crm account Connect any gravity forms fields to Dynamics CRM account by safe and secure Oauth 2.0. Additionally, you can connect multiple Dynamics 365 crm accounts. Mapping Dynamics CRM fields Simply select any Dynamics CRM object(Contact, Company etc) then map gravity forms form fields to Dynamics CRM object fields. Filter Gravity Forms Dynamics CRM submissions Either send all gravity forms entries to Dynamics CRM or filter entries sent to Dynamics CRM based on user input. For example , only send that entry to Dynamics CRM which contains work email address. Manually send entries to Dynamics CRM Automatically Send gravity forms submissions to Dynamics CRM when user submits form. Also , you can manually send gravity forms submissions to Dynamics CRM. Gravity Forms Dynamics CRM logs View a detailed log of each gravity forms submission whether sent (or not sent) to Dynamics CRM and easily resend gravity forms submission to Dynamics CRM. Error Reporting If there is an error while sending an entry to Dynamics CRM, an email containing the error details will be sent to the specified email address. Send Data As Dynamics CRM object Notes if a contact form has fields which can not be mapped to any Dynamics CRM contact fields, So you can send such fields as Dynamics CRM contact note. Create Or Update Contact in Dynamics CRM If a contact already exists in Dynamics CRM, update it otherwise create a new contact. Premium Version Features. Following features are available in premium version Gravity Forms Dynamics CRM add-on Pro. Custom fields particularly Phone Number fields fields. Dynamics CRM custom objects. Assign object(Account,Contact etc) created by one feed to other feed object(Lead, Case) in Dynamics CRM. Add a lead to Campaign in Dynamics CRM. when a user submit a form, you can save gclid, utm parameters and Geo location. Lookup lead’s email and phone number using email or phone number lookup services when user submits a contact form. 20+ premium addons Gravity forms Dynamics CRM add-on Easily integrate Gravity Forms to Dynamics CRM with this free Gravity Forms Dynamics CRM add-on. You can Create/Update a contact, company or Order in Dynamics CRM crm when anyone submits a contact form on your site. Want to send Gravity Forms data to a different crms We have Premium Gravity Forms add-ons for 20+ CRMs.View All CRM Extensions Need Dynamics CRM Plugin for Woocommerce ? We have Dynamics crm add-on for Woocommerce. Woocommerce Dynamics CRM

This plugin directly connects WordPress and Microsoft Dynamics 365 or Dynamics CRM, creating powerful portal solutions for your business. Features: Support for Dynamics 365 Online, Dynamics 365 On-Premises, and Dynamics CRM 2011, 2013, 2015, and 2016. Design forms in the Dynamics 365 / CRM and insert them on your site with a form shortcode. Write data from the forms directly to Dynamics 365 / CRM. Collect leads, contact requests, support queries and much more without any coding. Display records using Dynamics 365 / 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 365 / 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 8.2. WARNING For this plugin to work, access to a working instance of Dynamics 365 Online, or Dynamics 365 / CRM On-Premises with IFD (Internet Facing Deployment) is required. Without an instance of Dynamics 365 / 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 365. Documentation Plugin documentation is available at docs.alexacrm.com/wpcrm/. Reporting issues Development of this plugin takes place at the GitHub repository. Please address all questions and issues there. IMPORTANT As communicated by Microsoft, effective April 04, 2022, Microsoft Dataverse is retiring the WS-Trust authentication protocol. Dynamics 365 Integration plugin uses WS-Trust protocol when authenticating using username and password. Beginning from version 1.2.32, the plugin includes app id / secret authentication method. This method uses OAuth protocol and will continue to operate as normal. How does this affect me? On April 04, 2022, any instance of Dynamics 365 Integration plugin that uses username / password authentication will no longer connect to Microsoft Dataverse / Dynamics 365. What action do I need to take? Existing users: To avoid impact to your operations when this is enforced, please switch plugin authentication method from username / password to app id / secret by following Quick Start instructions in the product documentation. New users: follow Quick Start steps and use app id / secret to connect to your Dataverse / Dynamics 365 instance.