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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

By miniOrange

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

Get this plugin

Steps to configure Integrate WordPress Dynamics 365 CRM Plugin:

1. Configure Dynamics 365 Apps with WordPress

Automatic App Connection
Manual App Connection

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 - https://orgxxxxxxxx.crm8.dynamics.com/

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

Follow the steps below to configure the Manual App Connection.

Log in to Azure AD Portal, https://portal.azure.com/ as an Administrator.
You will be represented with the home screen of Azure Active Directory.
Under the Azure Services section, select Microsoft Entra ID.

WordPress Dynamics 365 Integration | Select AD

In the left tab, under the Manage section, select App registrations tab.

WordPress Dynamics 365 Integration | Select app registration

Click on the New Registration option.

WordPress Dynamics 365 Integration | clcik on New registration

Assign the Display Name in the name field and choose the account type.
In the Redirect URI field, provide the URL of your WordPress site and click on Register button.

WordPress Dynamics 365 Integration | 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 the Directory ID, this will be your Client ID and Tenant ID.

WordPress Dynamics 365 Integration | Copy required IDs

From the left navigation pane, navigate to the Certificates & secrets tab.
Click on New client secret. Enter the description and expiration time and click on the ADD option.

WordPress Dynamics 365 Integration | enter details

Copy the value of Secret Key. This will be your Client Secret Key.

WordPress Dynamics 365 Integration | Copy Client Secret

Go to API Permissions from the left navigation pane and click on Add a permission option.

WordPress Dynamics 365 Integration | Add permission

Select Dynamics CRM from the list.

WordPress Dynamics 365 Integration | Select Dynamics CRM

Under Permissions, select user_impersonation permission and click on the Add Permissions button.

Click on Grant admin consent for <tenant_name> button and then click on Yes from Grant admin consent confirmation window.

WordPress Dynamics 365 Integration | Grant permission

Power Platform Admin Center Configurations for Dynamics CRM Environment:

Log in to Power Platform Admin Portal, https://admin.powerplatform.microsoft.com/ as an Administrator.
Navigate to Environments menu from the left navigation panel, and select your respective Dynamics 365 Sales environment. Click on ellipsis icon and click on settings from the dropdown.

WordPress Dynamics 365 Integration | Select Business Unit

Under Users + permissions option, click on Application users from the list.

WordPress Dynamics 365 Integration | Click on Application users

Click on New app user button from the top navbar.

WordPress Dynamics 365 Integration | Click NEW APP User

Click on Add an app and search for your previously created Azure AD application. Select the application and click on Add button.

WordPress Dynamics 365 Integration | Add an APP

Select the respective Business unit from the dropdown. For example your Dynamics 365 Online URL is https://orgxxxxxxxx.crm8.dynamics.com/ then your Business Unit is orgxxxxxxxx

WordPress Dynamics 365 Integration | Select required Business Unit

Click on edit icon for Security roles.
Select System Administrator role and click Save button.

WordPress Dynamics 365 Integration | Click On Save

Click on Create button.

WordPress Dynamics 365 Integration | Click on create

Configure Integrate Dynamics 365 CRM Plugin::

To configure the plugin you would require the information given below:

Application ID	Paste the Application ID from Azure AD App.
Client Secret	Paste the Client Secret from the Azure AD App.
Tenant ID	Paste the Directory ID from Azure AD App.
Dynamics 365 Online URL	Paste the Dynamics 365 Online URL from the URL https://orgxxxxxxxx.crm8.dynamics.com/

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 doamin

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 - https://orgxxxxxxxx.crm8.dynamics.com/