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How can you integrate Microsoft Dynamics 365 with WordPress

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How can you integrate Microsoft Dynamics 365 with WordPress

 

 

Online visibility is the most important aspect of most businesses nowadays. The better the design and navigation, the more you are successful in reaching out to the target audience. The ultimate goal of any business is offering fine services to its customers. So, Microsoft is providing support in the form of Microsoft Dynamics 365.

We all know the benefits of the WordPress plugins, it makes the business operations easy and manageable in every way. The integration of Dynamics 365 with WordPress will enhance the functionality and you will be able to plan your business with better strategies considering detailed analysis.  

Wordpress users

 

Installing the MS Dynamics 365 Plugin in WordPress

 

If you are also working day and night to ensure the best customer relationship. This can be the best way to achieve your targets, get more business leads and make better decisions for the future. The CRM partner has the main aim of boosting sales. Analyze your market, improve customer relationships and enhance enterprise resource planning too.

 

Now, the main thing to learn over here is how to install the plugin. Normally, the format of WordPress is quite easy with their drag and drop functionality. So, you just need a few steps to follow and you can install it by yourself

 

  • Go to the Plugins section, you will find the Dynamics 365 integration plugin. Click on install now and then activate it.
  • Next, go to Dynamics 365> connection and start the process of configuration.
  • Choose the deployment type that suits your business, CRM online or on-premises.
  • The next step is to add the URL of your Dynamics 365 organization.
  • To access the instance, enter the username and password of Dynamics 365.
  • It will display the message that you are connected to the organization (displaying the name of it).

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Microsoft Dynamics CRM has unlimited benefits when you combine it with the WordPress website of your business. Moreover, you can easily add a view on your pages and posts and also include a form.

 

Shortcode for Adding a View:

 

To add the view, you need

[msdyncrm_view]

 

Shortcode syntax:

 

[msdyncrm_view entity=”invoice” name=”Show Invoices” parameters=”{querystring.id}” lookups=”{contact:}” allfields=”true”]

 

Shortcode for adding a Form:

 

Forms have a basic operation like create, update and read. There is an easy way to adjust the form in any page or a post. It improves the customer relationship and provides you in a detail analysis of operations too. The code one can use for adding a form is:

[msdyncrm_form]

Shortcode syntax:

[msdyncrm_form entity=”lead” name=”Contact Us” mode=”create” captcha=”true” message=”Thanks!” hide_form=”true”]

 

Before installation, do check for the prerequisite of the Dynamics 365. And make sure your WordPress is ready for the integration process.

 

After following the above steps you’ll be able to:

 

  • Synchronize WordPress data (custom post type, woo-commerce, user, gravity – contact forms) to Dynamics CRM entities.
  • Synchronize Dynamics CRM entities to WordPress data(custom post type, woo-commerce, user, gravity – contact 7 forms).

 

Conclusion

 

The integration will help any business in gathering data from customers. Feedback, responses, leads, sales reports and a lot more. All these functions are a necessity for Business flow nowadays. With the CRM vies, your customers will be able to directly access the information regarding events, catalogs and any other articles added in your pages.

 

However, if your business needs a sophisticated integration with any CMS, you can get in touch with our experts today and you’ll get free consultation within 48 hours. 

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