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How to Connect Microsoft Dynamics 365 CRM to WordPress?

Microsoft Dynamics 365 is where many organizations store and manage their core business information. This includes contacts, leads, accounts, and customer cases that teams rely on every day. WordPress serves a different purpose. It captures what is happening on the website in real time, such as form submissions, customer details, product information, and online orders. When these two platforms operate separately, teams often need to look in multiple places to understand the complete context.

The miniOrange Integrate Dynamics 365 CRM Plugin helps them by connecting WordPress with Dynamics 365 and Business Central. It keeps order data, product details, and purchase history aligned across platforms. The plugin also supports Contact Form 7, Gravity Forms, Ninja Forms, custom post types, and WooCommerce, ensuring website data is sent to the CRM in a clear, organized, and secure manner.

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To integrate WordPress with Microsoft Dynamics 365 CRM, the following requirements must be in place:

  • Azure AD Global Administrator access is needed to create and authorize the application for Dynamics 365.
  • The miniOrange Integrate Dynamics 365 CRM Plugin must be installed and activated on the WordPress site to enable seamless data exchange.

  • Log in to the Dynamics 365 Admin portal. If no Dynamics 365 environment exists, a free trial can be created from the Microsoft website.
  • Copy the Dynamics 365 domain URL. This value will be required during plugin configuration.
Integrate WordPress With Microsoft Dynamics 365 CRM | Copy D365 domain

  • Open the miniOrange Integrate Dynamics 365 CRM Plugin in the WordPress dashboard.
  • Configure the Dynamics 365 Online URL using the domain you copied earlier, and then select Save. For example, the URL might look like this: - https://orgxxxxxxxx.crm8.dynamics.com/
Integrate WordPress With Microsoft Dynamics 365 CRM | Configure D365 URL

  • Select Automatic App Connection as the application type and click on the Save button.
Integrate WordPress With Microsoft Dynamics 365 CRM | Select automatic connection

  • Choose Login with Dynamics 365 and authenticate using valid Azure AD or Dynamics credentials.
Integrate WordPress With Microsoft Dynamics 365 CRM | Click on login button

  • Select Consent on behalf of your organization and click on the Accept button.
Integrate WordPress With Microsoft Dynamics 365 CRM | Click on accept

  • After granting consent, click Test Connection to verify that WordPress is successfully connected to Dynamics 365 CRM.
Integrate WordPress With Microsoft Dynamics 365 CRM | Click on Test connection

Follow the steps below to configure the Manual App Connection.

  • Log in to the Azure portal at https://portal.azure.com/ as an Administrator.
  • The Azure Active Directory home screen appears.
  • Under the Azure Services section, select Microsoft Entra ID.
Integrate WordPress With Microsoft Dynamics 365 CRM | Select AD

  • In the left navigation panel, under the Manage section, select App Registrations tab.
Integrate WordPress With Microsoft Dynamics 365 CRM | Select app registration

  • Click on the New Registration.
Integrate WordPress With Microsoft Dynamics 365 CRM | clcik on New registration

  • Enter the Display Name in the name field and select the preferred account type.
  • Provide the WordPress site URL in the Redirect URI field and click on Register button.
Integrate WordPress With Microsoft Dynamics 365 CRM | Provide WP URL

  • After the registration of an application, Azure AD assigns a Unique Application ID to your application.
  • Navigate to the Overview tab in the left pane.
  • Copy the Application ID and Directory ID, as these will be your Client ID and Tenant ID and will be required later.
Integrate WordPress With Microsoft Dynamics 365 CRM | Copy required IDs

  • Navigate to Certificates & Secrets in the left panel.
  • Click on New client secret, add a description, choose the expiration duration, and click on the Add button.
Integrate WordPress With Microsoft Dynamics 365 CRM | Copy required IDs

  • Copy the generated Secret Key, which will act as the Client Secret Key.
Integrate WordPress With Microsoft Dynamics 365 CRM | Copy Client Secret

  • Go to API permissions from the left navigation panel. Click on Add a permission.
Integrate WordPress With Microsoft Dynamics 365 CRM | Add permission

  • Select Dynamics CRM from the list.
Integrate WordPress With Microsoft Dynamics 365 CRM | Select Dynamics CRM

  • Under Permissions, enable user_impersonation and click on the Add permissions.
Integrate WordPress With Microsoft Dynamics 365 CRM | Add permission

  • Select Grant admin consent for <tenant_name> and confirm the action by clicking Yes in the Grant Admin Consent Confirmation window.
Integrate WordPress With Microsoft Dynamics 365 CRM | Grant permission

Power Platform Admin Center Configurations for Dynamics CRM Environment:

  • Log in to the Power Platform Admin Center at https://admin.powerplatform.microsoft.com/ as an Administrator.
  • Navigate to Environments from the left menu and select the required Dynamics 365 Sales environment. Click on the ellipsis (…) and choose Settings from the dropdown.
Integrate WordPress With Microsoft Dynamics 365 CRM | Select Business Unit

  • Under Users + permissions, click on Application users from the list.
Integrate WordPress With Microsoft Dynamics 365 CRM | Click on Application users

  • Choose a New app user from the top navigation bar.
Integrate WordPress With Microsoft Dynamics 365 CRM | Click NEW APP User

  • Select Add an app, search for the previously created Azure AD application, choose the application, and click Add.
Integrate WordPress With Microsoft Dynamics 365 CRM | Add an APP

  • Select the appropriate Business unit. For example, if the Dynamics 365 Online URL is https://orgxxxxxxxx.crm8.dynamics.com/, the Business Unit will be orgxxxxxxxx.
Integrate WordPress With Microsoft Dynamics 365 CRM | Select required Business Unit

  • Click the Edit icon under Security roles.
  • Select the System Administrator role and click Save.
Integrate WordPress With Microsoft Dynamics 365 CRM | Click On Save

  • Click Create to complete the application user setup.
Integrate WordPress With Microsoft Dynamics 365 CRM | Click on create

Configure Integrate Dynamics 365 CRM Plugin:

  • To set up the plugin, the following information is required:
Application ID Enter the Application (Client) ID obtained from the Azure AD application.
Client Secret Enter the Client Secret generated under Certificates & Secrets in Azure AD.
Tenant ID Enter the Directory (Tenant) ID from the Azure AD application.
Dynamics 365 Online URL Enter the Dynamics 365 Online URL, for example: https://orgxxxxxxxx.crm8.dynamics.com/.
  • Sign in to the Dynamics 365 Admin Portal. If a Dynamics 365 environment does not exist, create a free trial through the Microsoft website.
  • Copy the Dynamics 365 domain URL from the portal for use in the plugin setup.
Integrate WordPress With Microsoft Dynamics 365 CRM | copy doamin

  • Open the miniOrange Integrate Dynamics 365 CRM Plugin from the WordPress dashboard.
  • Paste the copied Dynamics 365 Online URL into the required field and click Save button. For example - https://orgxxxxxxxx.crm8.dynamics.com/
Integrate WordPress With Microsoft Dynamics 365 CRM | configure online url

  • Select Manual App Connection as the application type and Save the selection.
Integrate WordPress With Microsoft Dynamics 365 CRM | App type

  • Enter the Application ID, Client Secret, and Tenant ID generated in Azure AD into the corresponding fields under the Setup Connection section.
Integrate WordPress With Microsoft Dynamics 365 CRM | Application details

  • Click Test Connection to verify that WordPress successfully connects with Microsoft Dynamics 365 CRM.
Integrate WordPress With Microsoft Dynamics 365 CRM | Test connection

After completing the steps above, the connection between WordPress and Microsoft Dynamics 365 CRM is successfully established, allowing data to move smoothly between both platforms.

More FAQs ➔

When WordPress is connected to Microsoft Dynamics 365, common triggers include contact form submissions, new user registrations, profile updates, WooCommerce order creation, status changes, and so on. These triggers enable real-time sync so that actions taken on the website immediately create or update corresponding records in Dynamics 365, ensuring CRM data reflects actual user and customer behavior.

Yes. While this can be challenging due to Dynamics authentication and field mapping requirements, miniOrange's Integrate Dynamics 365 plugin supports Contact Form 7, Gravity Forms, WPForms, and Ninja Forms to reliably sync form submissions as leads or contacts.

Yes. When users update their profiles on WordPress, mapped fields can sync automatically to Dynamics 365. This helps maintain accurate customer records without relying on manual updates or scheduled imports.

Yes. With miniOrange Integrate Dynamics 365, WooCommerce orders, customers, products, and transaction history can sync with Dynamics 365, giving sales and operations teams direct visibility into eCommerce activity without switching systems.


Integrate WordPress With Microsoft Dynamics 365 CRM | DCRM Copilot Integration

Search, Analyze & Understand CRM data with our Copilot Integration

With Copilot Integration, Dynamics 365 CRM data becomes searchable and easy to analyze inside WordPress. Copilot reads natural language queries, scans CRM entities, WooCommerce sync data, and related customer or transaction records, and returns clear insights from the stored data. Users can access the information they need without moving through several CRM entries.

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