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Dynamics CRM Integration with Wordpress website

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Posted on by nonstopsnow 10

Hi all

I have a query regarding MS Dynamics CRM integration with our website. We are trying to connect a new WordPress website to our MS Dymanics CRM.

In brief, we need WP to access D365, with the correct permissions, then creating multiple record types.

Our web agency have tried a couple of approaches but have hit roadblocks:

-connecting to Dynamics Web API using Oauth and using Web API

-connecting on behalf of the user and getting data using MS Graph

In both of the cases they were able to successfully connect to MS Dynamics however started facing issues with permissions or rather lack of permissions to view the entities. They requested to approve different sets of permissions in Azure portal, to use with the auth approach but still hit more roadblocks. 

Does anyone know if this is possible and/or have any suggestions of people who can do this?

Thanks for any help

Ben

Categories:
Administration and Setup
  • aythamyausti Profile Picture
    aythamyausti 5 on at
    RE: Dynamics CRM Integration with Wordpress website

    WordPress is probably one of the most popular content management systems (CMS) today, but it can be difficult to keep up with all of its updates and changes. You have to make sure you're using the latest version of WordPress to get all of its security patches. You also have to keep track of all of your plugins, ensuring they're compatible with your site's current version. Regarding plugins, I can recommend using https://freetheme.io. Their plugins are free and are the best to use because they are easy to install and run very smoothly.

  • Suggested answer
    Bipin D365 Profile Picture
    Bipin D365 28,962 Moderator on at
    RE: Dynamics CRM Integration with Wordpress website

    Hi,

    Would you be able to share error details with us to check this further?

    what account are you using to connect to Dynamics CRM, have you added this user in your CRM instance and assigned security role?

    Make sure you have selected Dynamics CRM Impersonation under API permission in your app registration.

    docs.microsoft.com/.../walkthrough-register-app-azure-active-directory

    Please mark my answer verified if this is helpful!

    Regards,

    Bipin Kumar

    Follow my Blog: xrmdynamicscrm.wordpress.com/

  • Suggested answer
    a33ik Profile Picture
    a33ik 84,321 Most Valuable Professional on at
    RE: Dynamics CRM Integration with Wordpress website

    Hello Ben,

    You created the thread with exactly the same question. Duplicated threads are not recommended on the forums so I merged threads into one. My answer remains the same - check AlexaCrm plugin for the wordpress that allows to connect wordpress site to Dataverse instance.

    Good luck.

  • nonstopsnow Profile Picture
    nonstopsnow 10 on at
    Dynamics CRM Integration with Wordpress website

    Hi all

    I have a query regarding MS Dynamics CRM integration with our website. We are trying to connect a new WordPress website to our MS Dymanics CRM.

    In brief, we need WP to access D365, with the correct permissions, then creating multiple record types.

    Our web agency have tried a couple of approaches but have hit roadblocks:

    -connecting to Dynamics Web API using Oauth and using Web API

    -connecting on behalf of the user and getting data using MS Graph

    In both of the cases they were able to successfully connect to MS Dynamics however started facing issues with permissions or rather lack of permissions to view the entities. They requested to approve different sets of permissions in Azure portal, to use with the auth approach but still hit more roadblocks. 

    Does anyone know if this is possible and/or have any suggestions of people who can do this?

    Thanks for any help

    Ben

  • Suggested answer
    a33ik Profile Picture
    a33ik 84,321 Most Valuable Professional on at
    RE: Dynamics CRM Integration with Wordpress website

    Hello Ben,

    You can check this existing integration plugin first - https://alexacrm.com/plugin/

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