Integrate WordPress with Microsoft Dynamics 365 CRM

Digitalization of marketing techniques has initiated new and enhanced methods of approaching customers as the future of business. The collaboration of new and innovative approaches in digital marketing services has stimulated transformation to manage customer needs and expectations. One of the approach used in digital marketing these day is WordPress, which is a way to create a website. WordPress is popular among small and medium businesses, and with the help of professional web development services, this can be effectively utilized.

WordPress is a free program, but need necessary plugins to work or run. Microsoft dynamics 365, Form 7, and Gravity Forms are some of the plugins that provide support to WordPress, and CRM perks plugin integrate all the three afore-stated plugins to make the combination compatible to the WordPress. Microsoft dynamics 365 comprises of services like CRM (Customer Relationship Management), ERP (Enterprise Resource Planning), business intelligence, etc.

CRM is a powerful tool which enhances organizations profitability with various features such as:

  • CRM is specially designed to boost the sales from the new as well as existing customers
  • CRM helps in enhancing the customer relationship by providing high-quality experience
  • CRM makes it easy to connect with prospect customers

CRM helps generate business by interaction with existing customers and new prospects. CRM has the following benefits:

  • It improves response time
  • Pursue new leads
  • Build effective marketing campaigns
  • Streamline sales process
  • Analyze purchasing patterns
  • Ensure quality customer service
  • Automate repetitive tasks
  • Provides an effective and transparent tracking system to the customers for their orders/requests

Another user-friendly plugin used along WordPress is Form 7, which is free and uses a captcha for spam protection. Form 7 can be installed on multiple websites as per the need, and can be used for generating lead for new sales. Some key features of Form 7 includes:

  • It can be created, managed in multiple websites, and customized as per requirement
  • It can be inserted in any webpage or post
  • It is easy to implement and integrate

Gravity Forms are premium WordPress form plugin which are advanced and helps in complex form building solutions. This particular Form is used to create a web directory, survey, quiz, and content. Due to its premium features, it comes with email support, FAQs, and forums. Gravity Forms plugin has the following features:

  • The Form can be customized as per the requirement by adding new fields
  • Conditional formatting allows to reveal or hide specific field as per the user answers
  • It allows inserting payment field with an option like PayPal for easy and secure payment collection
  • Feature of exporting data to excel sheet.
  • Uploading files in the form of images or user documents

As mentioned earlier, CRM perks plugin in WordPress plays an important role of integrating Dynamic 365, Gravity Form, and Form 7, and collects the integrated data and submits it to services like Google Sheet, MailChimp, Constant Contact, and Dynamics CRM. It allows user to create an account, order, leads, etc. and coordinates with Dynamics CRM entries such as update, delete, or restore an entry in Gravity or Form 7. Furthermore, it allows reporting on errors related to any lead in Dynamic 365.

As per CRM Perks website CRM have following features:

  • Connect Account: By entering Dynamic CRM url and click “Login to Dynamics”
Choose account - CRM Perks wordpress to dynamics 365
  • Fields Mapping: It easily map the Forms fields to any Dynamics CRM object field. This plugin support lead, accounts, order, case and contact which are objects in Dynamics CRM.
Feild Mapping - CRM Perks wordpress to dynamics 365
  • Add a lead to campaign: With this any campaigns in Dynamic CRM/ Dynamic 365 can be lead.
Add lead campaign - CRM Perks wordpress to dynamics 365
  • Multiple Feeds: Feed determines how data should be send to Dynamic CRM and multiple feeds can be created by setting up conditions for sending entries to Dynamic CRM.
multiple fields - CRM Perks wordpress to dynamics 365
  • Error Reporting: If error is detected while sending data to Dynamic CRM then email with the error detail will be send to the specific email.
Error Reporting - WordPress dynamics 365 connection
  • CRM Logs: User can view a detailed log of each entry sent or not send to Dynamic CRM and can easily resend the same to Dynamic CRM.
CRM Logs - WordPress to Dynamics 365 connection
  • Export Logs as CSV: Easily export Dynamic CRM logs as a CSV files for forecasting, bookkeeping and accounting purposes.
Export entries - WordPress to dynamics 365 connection
  • Full Synchronization: All Forms entries are fully synchronized with Dynamic CRM. If user update/delete/restore an entry, then same will be done in Dynamic CRM.
  • Filter Entries: All entries are sent to Dynamic CRM by default, but by applying filters and setting up rules, entries sent to CRM can be limited.
Filter Entries - wordpress microsoft dynamics
  • Assign Account: User can create and assign a account to lead in Dynamic CRM.
Assign account - connect wordpress to microsoft dynamics crm
  • Assign Contact: User can create and assign a contact to any lead in Dynamic CRM.
Assign account - connect wordpress to microsoft dynamics crm

Below are the detailed instructions on how to get all the leads data form website to Microsoft Dynamics 365. The following steps are:

Steps 1: Choose and Install Form Plugin

Add Contact form 7 Plugin to the website (Also asper need may add Gravity forms as well). Once the form been added create a form that matches all the requirements. Like the one shown below.

Choose Contact form 7 or Gravity forms plugin

➡️ Decide whether to use Contact Form 7 or Gravity Forms.

➡️ Install the chosen plugin from the WordPress repository.

  1. Go to plugins section > Click on add new > Search for contact form 7 > Install it then activate it.
  2. Once plugin is installed will be able to see that a new tab name “Contact” is been created in the sidebar to the left click that and click on add new form. Create a form as per needed fields.
  3. Once it is done click on publish to save it. Once published, just go to all forms and will see something like this would appear on the website. Select and copy the highlighted part then paste it in the page where the user would like this form to appear.
Copy short code to embed contact form 7

Once user have setup the contact form 7 it is now time to collect its entries both locally and over Dynamics 365.

Step 2: Install Dynamics CRM Plugin by CRM Perks

Install Contact Form 7 Dynamics CRM plugin by CRM Perks and in case if the user has Gravity Forms install then Gravity Forms Dynamics CRM Plugin.

➡️ Search for “Contact Form 7 Dynamics CRM” or “Gravity Forms Dynamics CRM” in the plugin directory.

➡️Install and activate the plugin named “Dynamics CRM” by CRM Perks.

  1. Go to plugins section > Click on add new > Search for Contact Form 7 Dynamics CRM > Install it then activate it.
  2. Once installed the plugin user may find a section called CRM entries in the sidebar in most cases it’s the last one.

Step 3: Connect Dynamics 365 with Your Form

Setup a connection between Dynamics 365 and WordPress contact form 7 CRM

➡️ Navigate to the Dynamics 365 plugin settings.

➡️ Access “CRM Entries” and set up your Dynamics 365 account.

  1. Once the Dynamic 365 plugin is installed and activated just click on the CRM entries > Dynamics 365.
  2. Firstly, setup account. Click on Dynamics account tab on the top check and add new account.
Access crm entries - connect wordpress to microsoft dynamics crm
Access crm entires 2 - connect wordpress to microsoft dynamics crm
Access crm entries 3 - connect wordpress to microsoft dynamics crm

Step 4: Set Up Dynamics Feed

➡️ In the Dynamics 365 plugin, go to the “Dynamics Feeds” section.

➡️ Create a new feed by specifying a name, Choose D365 account.

➡️ Select D365 object & map the fields.

➡️ Set email as the primary key and Save the feed configuration.

  • Add a Feed Name
  • Choose Dynamics 365 account (Previously connected with Microsoft Dynamics 365)
  • Choose source form, from which user would like to pass entries
  • Select Microsoft Dynamics 365 object where user want those entries to be stored
  • Then map the form feeds accordingly and make all the data configured as per dynamics 365 feed’s object
  • Choose email as user primary key
  • Finally Save feed when done.
check crm feeds - connect wordpress to microsoft dynamics crm
  • The Rest will be done automatically make sure the feed is turned on and ready to sync all the data.

Same process applies to Gravity Form as well

Final Word:

As per the professional web development services experts, WordPress is used by multiple users, and with plugins like Dynamic 365, Gravity Form, and Form 7, it becomes highly effective and beneficial. CRM perks comes as an additional plugin that reaps out the benefit of integrated plugins to support WordPress and make the webpage more visible and reachable.

Also readBest WordPress Plugins 2021