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Dynamics 365 Integration For WordPress | Dynamics CRM Object Synchronization

Dynamics 365 Integration For WordPress | Dynamics CRM Object Synchronization

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Integrate Dynamics 365 CRM Plugin can be used to keep the WordPress data in sync with the Dynamics CRM entity objects like accounts, contacts, leads, etc. Synchronize inventory data like orders, products, purchase history between WordPress and Dynamics 365 Business Central. In addition to this, we also support 3rd party plugins like contact form 7, gravity form, ninja forms, custom post type, woocommerce, etc. to integrate with dynamics 365 services.

Pre-requisites : Download And Installation

To configure Dynamic 365 CRM with your site, you will need the following pre-requisites:

  • You will need Azure AD Global Administrator Access.
  • Our Integrate Dynamics 365 plugin.

Integrate Dynamics 365 CRM plugin provides object synchronization from Dynamics 365 platforms like sales, business central, etc. to the wordpress or vice versa.

 Tested with 6.4

Steps to configure Integrate WordPress Dynamics 365 CRM Plugin:

1. Configure Dynamics 365 Apps with WordPress

  • First log in to your Dynamic 365 Admin portal. If you don't have a dynamics 365 account, you can always sign up for a free trial of Dynamics 365.
  • Copy the domain from your Dynamic 365 site, which would be required while configuring the plugin.
  • WordPress Dynamics 365 Integration | Copy D365 domain
  • Navigate to the miniOrange Integrate Dynamics 365 CRM Plugin.
  • Now configure the Dynamics 365 online URL that you copied previously and click on Save button, For example -
  • WordPress Dynamics 365 Integration | Configure D365 URL
  • Select the application type, as Automatic App Connection and click on Save button.
  • WordPress Dynamics 365 Integration | Select automatic connection
  • Click on the Login with Dynamics 365 button and log in using your Azure AD/dynamics credentials.
  • WordPress Dynamics 365 Integration | Click on login button
  • Select Consent on behalf of your organization option and click on Accept button.
  • WordPress Dynamics 365 Integration | Click on accept
  • Click on Test Connection button.
  • WordPress Dynamics 365 Integration | Click on Test connection

In this Guide, you have successfully configured Microsoft Dynamics CRM WordPress Integration.

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