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All Projects → AlexaCRM → integration-dynamics

AlexaCRM / integration-dynamics

Licence: GPL-2.0 license
The easiest way to connect Dynamics 365 with WordPress.

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View All Similar Projects ➔

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.

Installation

Installing Dynamics 365 Integration is just like any other WordPress plugin:

  • Inside of your WordPress dashboard navigate to your WordPress Plugins page
  • In the search field enter Dynamics CRM or Dynamics 365, then click Search Plugins, or press Enter.
  • Select Dynamics 365 Integration and click Install Now.
  • Once installed, click Activate.
  • Navigate to Admin > Dynamics CRM page to enter your Dynamics 365 / CRM connection details.

For manual installation, navigate to the plugin page on WordPress.org, download the plugin zip file and install the plugin by uploading that file from your WordPress Plugins page.

Documentation

Full documentation is available at http://docs.alexacrm.com/wpcrm

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