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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Publish product catalo...
Microsoft Dynamics CRM (Archived)

Publish product catalog to WordPress or similar

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Posted on by Rick Nelson 2

I'm setting up our CRM Online 2016 with about 50 products, and plan to use families and products with a multi- level hierarchy to create quotes.  I want to use a simple, low-cost website platform like WordPress, and be able to publish the CRM products to a simple online store/catalog - initially for display only; no ordering, shopping carts, shipping, users, etc.  But of course I'd like a nice seamless (ha) integration that would automatically sync CRM product changes and additions to the WordPress store/catalog, or at least allow simple (automated) export/import. 

I would really appreciate any advice on the best website and online store platform for this.  I'm experienced with data management and have worked a lot with Salesforce, a little bit with WordPress with the Shopp add-in, a little bit with CRM 2012, a little bit with Visual Studio, a lot with SQL Server... so I have the sense that this shouldn't be real hard, but I don't want to build a custom solution, and a lot of searching hasn't turned up much.  Adxstudio Portals looks good as a longer-term solution, but is way beyond what we need and can afford now.  WooCommerce seems good and is broadly used on WordPress, but I can't find anything clear about CRM product catalog integration.   Suggestions, please! Thanks for your help.

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  • Nick.Doelman Profile Picture
    Nick.Doelman 1,947 Most Valuable Professional on at

    Long term ADX is likely your best bet, since its owned by Microsoft the integration will only get tighter.  That being said, ADX does have a bit of a steep learning curve and is likely very much a "backhoe digging carrots" type of solution for you right now.

    At Extreme 2015, I saw a presentation for a Dynamics CRM Wordpress plug-in.  It look fairly simple and elegant and might be what you need right now:

    http://alexacrm.com/dynamics-crm-wordpress-plugin/

    Hope this gives you at very least so more information.

    Cheers

    Nick

  • Rick Nelson Profile Picture
    Rick Nelson 2 on at

    Thanks, Nick - that looks good and I think will handle one item I need, which is capturing lead info from our website.  But the AlexaCRM plug-in doesn't seem to address publishing/synching the product catalog.  And of course they have one of those nice modern websites with very little info but try to get you to run the trial, which isn't useful right now.  Am I missing something? Do you know if it handles publishing the product catalog?

    thanks -

    Rick

  • Nick.Doelman Profile Picture
    Nick.Doelman 1,947 Most Valuable Professional on at

    Hi Rick

    Sorry, I haven't worked with Alexacrm plug-in so I am not all that familiar with its capabilities (tried to find the session powerpoint but unfortunately I could locate it).

    I doubt it has a specific functionality for product catalogue. 

    However, I suspect (suspect, mind you) that it would have the ability to surface a CRM "view" (ADX has this capability).  So you could create a view in CRM of your products with the appropriate fields, and then use that as a basis to surface that data in a portal.  Not sure how much flexibility you have to style and format the portal page output.  You might want to email Alexacrm directly and ask those questions.

    If are willing or have access to a developer, the CRM SDK provides some information to surface CRM data to a portal page.  Doing it this way means no "integration", that data in CRM is just reflected on the portal.

    Hope some of this info helps.

    Cheers

    Nick

  • Verified answer
    George Doubinski Profile Picture
    George Doubinski 180 on at

    Hi Rick,

    George's here, the face behind WordPress CRM plugin. Our plugin does address your needs and it's extremely simple to implement.

    1. Download plugin from http://crmwordpressplugin.com

    2. Install, enter your CRM details and connect

    3. Plugin will prompt to install small CRM solution

    4. Request a license, initially it'll say "Invalid" and we will activate it within couple hours but you can continue regardless as it'll be in the trial mode.

    5. Create new page, enter this shortcode:

       [msdyncrm_view entity='product' name='All Products']

    6. Done - refresh the page to see the catalog.

    Come to think about it, steps 3 and 4 are optional to get what you want. :)

    Naturally, if you want custom layout, page per product with the product details, etc, there is a bit more work involved to set it all up but not that much, trust me.

    Detailed documentation is available at http://docs.alexacrm.com, feel free to ping me directly: george at alexacrm.com to help you get up and running.

    Cheers

    George

  • Rick Nelson Profile Picture
    Rick Nelson 2 on at

    Thanks Nick - looks like you were right about using a view - see George's reply below.

  • Rick Nelson Profile Picture
    Rick Nelson 2 on at

    Hi George - That sounds good - I don't have time to try it now but definitely will.  May ping you also.  Thanks!  Rick N.

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